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Wealth is only a means to an end,
life is a celebration when your wealth is in good hands!

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.

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Number of complaints (Investment Advisory Services)

February 2022

At the beginning of
the month 		Received during
that month 		Resolved during
the month 		Pending at the end of
the month 		Reasons for
pendency
NIL NIL NIL NIL NA

Number of complaints (Portfolio Management Services)

February 2022

At the beginning of
the month 		Received during
that month 		Resolved during
the month 		Pending at the end of
the month 		Reasons for
pendency
NIL NIL NIL NIL NA