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

21 Years

TrackRecord

225+

Team MembersAcross India

15 Years+

Average ExperiencePer Advisor

Recent Blogs

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.

Read More

Rohit Sarin

/

22 Dec 2022

Doing is Living

During my travels to the UK in the summer of 2022 I had an amusing experience. On one of the evenings after coming back to my hotel I found that the room hasn't been done up and I found it in the same condition as I had left it in the morning. I had earlier experienced this on another occasion triggered entirely on account of fault on my part - I forgot to leave instructions to clean the room in the morning. Once bitten is always twice shy and hence since then I always remember to leave instructions to clean the room which happened this time in London as well. After a long day you are looking forward to unwind in a done-up room and you expect that to happen in any professionally managed chain. Curious to find out why they slipped I reached out to the hotel's General Manager who besides being apologetic was kind enough to promise an investigation into this episode. From the CC TV feeds the hotel found out that the housekeeping staff reversed the instructions from “Make up my room” to “Do Not Disturb”. Why would they do so especially when they are trained to do as requested by the guest? The simple reason was that the hotel was understaffed and to ensure that the show must go on the hotel had contracted the housekeeping staff from an external housekeeping agency which too was understaffed. This revelation spilled the beans of the pervasive problem in the UK’s economy across the board – shortage of staff. You could see this across hotels, restaurants, cafes and even at the Heathrow airport where airline managements were declining to give commitment to get your baggage loaded to the same flight!!

Read More

Vir Manepally

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01 Aug 2022

Alternative Investment Funds (AIF): What, Why & Where

Over the past decade, Alternative Investment Funds (AIF) have grown rapidly in popularity, on the heels of the 2008 financial crisis, as investors sought to diversify their portfolios reducing over-dependency on a single market or asset.

Read More
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 2023

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 2023

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 0484-4148-197

Kolkata

+91 33 40616563-65

Mumbai

+91 22 24222454

© 2023 Pioneer Client Associates Private Limited.