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

10 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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12 Nov 2024

The Psychology of Wealth: Battling Greed and Fear

In the complex world of wealth management, success isn’t solely determined by market knowledge or financial acumen – it’s significantly influenced by our emotional responses to money. Understanding and managing these psychological aspects is crucial for long term wealth preservation and growth, particularly for wealth owners and multi-generational wealth owners.

Read More

Rohit Sarin

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09 Oct 2024

Consistency as the Formula for Success at CA

In the bustling landscape of India's financial sector, where opportunities seem to sprout at every corner, one might be tempted to chase every glittering prospect that catches the eye. However, here at Client Associates, we paint a different picture of success-one built on the sturdy foundation of consistency.

Read More

CA’s Scholarly Desk

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10 Sept 2024

Multi-Family Office - The What, Why and Who in 2024

What exactly is Multi-Family Office? Dictionary defines it as “ A joint office for multiple families to take care of their financial requirement”. Wealthy individuals and families have a wide array of financial requirements including but not limited to wealth management, angel investments, tax planning, succession planning and etc. Such individuals and families may seek to develop a family office with the core intention of preserving the family fortune and multiplying it; they may however like to address other non-core financial requirements like social involvements, property investments, art dealings, luxury travel or anything else that they may foresee through the same setup. Intention of multiple such families in getting together to undertake this activity has led to shoot out of Multi-Family offices. Now these families can either hire common staff to do it with cost consensus or they can liaison with a professionally organised platform for such services.

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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 - November 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 - November 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
Alternative Investment Funds - November 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

Guwahati

+91 76 36955738

Hyderabad

+91 40 66555333/6

Kochi

+91 484 4148197

Kolkata

+91 33 40616563/65

Mumbai

+91 22 24222454

Patna

+91 97 09301144

© 2024 Pioneer Client Associates Private Limited.