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.
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.
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
AIWMI, India Wealth Awards
5 times Best Financial Advisors
Family Office of the Year
2 times finalist Outstanding Wealth Manager for Family Office Services
Private Banker International
Top Asian Leader
Outstanding Young Private Banker
Private Banker International's Global Wealth Awards
Wealth Management Thought Leader