Celebrate life with Client Associates

While laying the foundation of Client Associates we dreamt of setting up a truly honest, client-oriented private wealth management practice. Our dream has been our guiding principle in helping our clients celebrate life, while we help them manage their wealth in the most effective manner. We, at Client Associates, are driven by the passion to disengage our clients from the arduous task of managing their wealth. Read More

Family Office

Geared towards providing more than ‘Wealth Management’ Services, the Client Associates Family Office aims to preserve and grow family wealth for the enjoyment of present and future generations. This is done through a combination of data science proven proprietary mathematical models to achieve the targeted growth of wealth followed by a systematic transfer of wealth for the future generations.

Family Office
Private Wealth Management

Once the investment mandates and benchmarks have been defined, this is followed thoroughly and tactical asset allocation is complied with. A robust reporting system helps us track performance based on the state of the art and accurate performance measurement techniques. This allows a client to compare the performance of their investments in a uniform manner.

Private Wealth Management
Investination India

India, today, is the fastest growing large economy in the world and is on its way to becoming the third largest economy by 2028. A young demography, an educated global workforce, an emerging middle class and a progressive leadership will change the country from a developing nation to a developed one.

Investination India
1100+

Number Of ActiveRelationships

~$ 6.1 Billion

Assets UnderAdvice

9 Cities

Pan IndiaPresence

22 Years

TrackRecord

250+

Team MembersAcross India

17+ Years

Average ExperiencePer Advisor

Recent Blogs

CA’s Scholarly Desk

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21 May 2024

Harnessing Technology for Personalized Wealth Management Experiences

In the rapidly evolving landscape of wealth management, the integration of cutting-edge technology, such as artificial intelligence (AI) and machine learning (ML), is revolutionizing how services are provided.

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CA’s Scholarly Desk

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12 Apr 2024

Its not about eliminating, but about managing them

Embarking on your investment journey is akin to setting sail on a vast ocean of opportunities, aiming to elevate your financial status and achieve your aspirations. This expedition, brimming with the potential for wealth creation through strategic planning and investments, necessitates a comprehensive understanding of the dynamic and sometimes turbulent investment landscape. As you navigate through these waters, it's imperative to remain vigilant of the inherent risks and uncertainties that accompany investment decisions.

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CA’s Scholarly Desk

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18 Mar 2024

The Journey to Financial Freedom through Strategic Investing

Embarking on the journey toward financial independence is a nuanced endeavor that demands more than just a fleeting wish; it requires a carefully laid-out strategy, consistent discipline, and an in-depth comprehension of personal finance and investment principles. Achieving financial freedom involves amassing enough savings, investments, and liquid assets to sustain your desired lifestyle for yourself and your loved ones. Whether it's retiring at your discretion, traveling the world, or leaving a meaningful legacy, financial freedom means doing so without the constraints of financial worries. This quest begins with a clear vision of your financial goals and a commitment to achieve them through informed investing and strategic planning.

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Experience
true freedom

Celebrate the finer side of life, knowing your wealth is in good hands.

Credibility & Awards

Our in-depth understanding and command of the key variables that drive financial markets has earned us a special place in the industry, and among our clients. Client Associates inspires trust and reliability, and our work and its recognition speak for themselves.

5 Times Winner Best Financial Advisor Award

award

CNBC TV-18

Best Multi Family Office

award

AIWMI

Winner Asian Family Office of the Year

award

Citywealth

Ranked 2nd Outstanding Wealth Manager for Family Office Service Globally

award

Private Banker International

Follow us on social media

Follow us on LinkedIn to keep up to date with all our latest work, experiences and engagements in the world of private wealth management. Learn with us and make this knowledge work for you.

Adding value to your wealth.

Client Associates aims to facilitate wealth management by providing a comprehensive multi family office solution set, facilitated by unmatched forecasting capabilities across asset classes. Our advice is based on emerging future to improve expected performance.

Status of complaints for
Investment Advisory Services - May 2024

At the beginning of the month: NIL

Received during that month: NIL

Resolved during the month: NIL

Pending at the end of the month: NIL

Reasons for pendency: NIL

Status of complaints for
Portfolio Management Services - May 2024

At the beginning of the month: NIL

Received during that month: NIL

Resolved during the month: NIL

Pending at the end of the month: NIL

Reasons for pendency: NIL

Office locations

Gurugram

+91 124 4995400

Ahmedabad

+91 97 30660008

Bengaluru

+91 80 41473607

Chennai

+91 44 40840808

Hyderabad

+91 40 66555333/6

Kochi

+91 04 844148197

Kolkata

+91 33 40616563/65

Mumbai

+91 22 24222454

Patna

+91 97 09301144

© 2024 Pioneer Client Associates Private Limited.