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
1000+

Number Of ActiveRelationships

~$ 5.3 Billion

Assets UnderAdvice

7 Cities

Pan IndiaPresence

22 Years

TrackRecord

225+

Team MembersAcross India

15 Years+

Average ExperiencePer Advisor

Recent Blogs

CA’s Scholarly Desk

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26 Feb 2024

Diversifying Investments: Navigating Market Uncertainty with a Multifaceted Approach

Embarking on the journey of investment is akin to setting sail on a vast financial ocean. As the captain of your financial ship, you hold the compass that leads to successful navigation. The key to mastering market uncertainty and achieving financial resilience lies in the strategic art of diversification. Imagine your portfolio as a fleet of ships, each carrying different types of cargo, sailing through diverse investment waters. This journey into diversification unveils its remarkable benefits, such as risk mitigation and potential return enhancement, while highlighting the importance of adapting strategies in a dynamic investment landscape.

Read More

Rohit Sarin

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29 Dec 2023

Size doesn’t Matter

The Annual Retreats at Client Associates have been very special occasions which mark the year. We wish to call them retreats instead of offsites on account of their very unique character so much different from a typical corporate offsite.

Read More

Himanshu Kohli

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07 Jul 2023

A Journey of Trust, Talent, and Transparency

Growing up with dreams of being a sportsperson, I embarked on an entrepreneurial journey that led me to co-found Client Associates, a distinguished wealth management platform in India. Over the past 21 years, we have revolutionized the concept of "Family Office" and have emerged as the largest multifamily office in the country. With a focus on client centricity and a commitment to excellence, we have become the trusted Family CFO for approximately ~1000 affluent families, managing assets worth around ~USD 5 billion. Today, I am humbled and grateful to see Client Associates ranked among the most admired platforms in private wealth management in India.

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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 - January 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 - January 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

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

© 2024 Pioneer Client Associates Private Limited.