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Who We Are

Client Associates is one of India's premier wealth management companies, offering complete multi family office solutions backed by superior forecasting across all major asset classes. Among the best wealth management firms in India, we base our investment recommendations on emerging market trends to help improve your portfolio returns.

OUR STORY
Founded in May 2002, CA has eleven offices spread across Gurugram, Ahmedabad, Bengaluru, Chennai, Guwahati, Hyderabad, Kochi, Kolkata, Mumbai, Patna and Pune.

Our foundation rests on honest, independent and conflict-free wealth management. We want you to enjoy life while our experienced advisors handle your wealth through a complete, global yet personalized method. Each of our wealth management experts brings more than ten years of market experience.

Good wealth management covers many areas, from major decisions requiring expert market knowledge to detailed tasks ensuring proper compliance. Among the leading wealth management companies in India, Client Associates has spent more than twenty years providing comprehensive wealth management services that take care of everything, allowing you to move from managing wealth yourself to focusing on what matters most to you.

We focus specifically on private wealth management India needs, using globally accepted investment methods and our research-based analysis. This approach has helped us deliver better results every year. We keep clear records of our market positions and predictions, showing how our forecasts match actual market outcomes.

Client Associates now has a strong reputation as a reliable wealth management platform trusted by investors across the country. We rank among the top multi family offices in India for our consistent performance and client service.

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Our DNA
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Credibility & Awards

Our unique brand of wealth management - informed by expert knowledge and a deep understand of the needs of the Indian subcontinent - 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.

Best Multi-Family Office

award

AIWMI, India Wealth Awards

5 times Best Financial Advisors

award

CNBC TV-18

Family Office of the Year

award

Citywealth Asian

2 Times Finalist Outstanding Wealth Manager for Family Office Services

award

Private Banker International

Top Asian Leader

award

Citywealth

Outstanding Young Private Banker

award

Private Banker International's Global Wealth Awards

Wealth Management Thought Leader

award

AIWMI

Grandfatheree CFP

award

Office locations

Gurugram

+91 124 4995400

Ahmedabad

+91 97 30660008

Bengaluru

+91 80 41473607

Chennai

+91 99 62229198

Guwahati

+91 76 36955738

Hyderabad

+91 40 29329443/44/45

Kochi

+91 484 4148197

Kolkata

+91 33 40616563/65

Mumbai

+91 22 24222454

Patna

+91 97 09301144

Pune

+91 98 90416000

© 2025 Pioneer Client Associates Private Limited.