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Who We Are

Client Associates aims to facilitate wealth management by providing a comprehensive multi family office solution enabled by unmatched forecasting capabilities across asset classes. Our advice is based on the emerging future, and seeks to improve expected performance.

OUR STORY
CA was founded in May, 2002 and operates out of seven offices at Gurugram, Mumbai, Bengaluru, Kolkata, Chennai and Hyderabad.

Honest, independent and non-conflicted wealth management: this is the guiding principle behind the foundation of Client Associates. Our goal is to help you celebrate life while your wealth is managed through a holistic, global, and yet personalised approach by our advisors - wealth management experts with over a decade’s experience each.

Effective wealth management involves a host of efforts, ranging from big decisions that require expert market knowledge to arduous and meticulous tasks that ensure all the right boxes are ticked. At Client Associates, for the last two decades, we have provided a comprehensive wealth management service that takes care of it all - allowing you to transition from managing your wealth to focusing on your passions.

Our focused attention on the wealth management needs of the Indian investors is enabled by globally accepted investment processes and our unique research-based analysis. This commitment has led us to out-perform year on year. We confidently track and record our stances, and how close they end up being to reality.

Today, Client Associates has the reputation of being an immensely reliable wealth management platform.

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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 44 40840808

Hyderabad

+91 40 66555333/6

Kochi

+91 04 844148197

Kolkata

+91 33 40616563/65

Mumbai

+91 22 24222454

Patna

+91 97 09301144

© 2024 Pioneer Client Associates Private Limited.