Client Associates manages over ~$7 Billion (USD) in assets for more than 1,300 clients across India and internationally. Established in 2002, Client Associates is India’s largest Multi Family Office (MFO) and private wealth management firm. We offer bespoke solutions across multiple asset classes, leveraging proprietary in-house data science-backed mathematical models that align strategies with each client’s risk appetite, the prevailing market cycle, and long-term family goals.

Client Associates offers a wide range of wealth management services, including private wealth management, multi family office solutions, estate planning, lending, real estate advisory, investment banking, and immigration advisory.

Client Associates delivers comprehensive wealth management solutions:

• Estate planning for smooth, tax-efficient generational wealth transfer.
• Private wealth management acting as a “family CFO” with personalized investment strategies and scientific portfolio design.
• Family office services catering to multi-generational, multi-member family groups.
• Lending solution services for liquidity and asset leveraging needs.
• Real estate advisory, including transaction management and investment analysis.
• Investment banking services for corporate and private transaction support.
• Immigration services supporting cross-border family needs and mobility planning.

Private Wealth Management is a strategic, data-driven approach to managing the entirety of a client's financial world:

• Each HNI/UHNI or family group gets a dedicated advisor who designs, tracks, and aligns investment and protection plans using proven mathematical models in line to dynamic market changes.
• Solutions are delivered beyond routine planning, deeply tailored for high-value, long-term wealth preservation, advanced tax planning, and multi-generational needs.

Client Associates targets:

• High-Net-Worth Individuals (HNIs) and Ultra-HNIs (UHNIs) seeking professional oversight
• Large family offices requiring integrated, institutional-grade investment management
• NGOs and foundations looking for expert financial stewardship
• Clients who prefer either RIA (Registered Investment Advisor) or distribution models—Client Associates offers both options
• We have the breadth and expertise to address a wide range of wealth solution needs

Client Associates’ investment management framework is anchored by:

• Data science-backed proprietary mathematical models for robust scenario forecasting and asset selection.
• Systematic tactical allocation that aligns with risk appetite, market cycle, and long-term family goals.
• State-of-the-art performance measurement to transparently report and optimize investment results.
• Robust reporting systems for ongoing tracking and opportunity identification in changing markets.

A multi-family office is an institution that supports several unrelated high-net-worth families, offering:

• Holistic solutions covering investment, risk, real estate, succession, and philanthropy.
• India’s first multi-family office model, pioneered by Client Associates since 2002, customizes every strategy for each family's structure, goals, and stakeholders.

Distinctive attributes include:

• Personalized "family CFO" service—every solution is centered on the client's life stage, personal goals, and legacy needs.
• Over 22 years of experience and industry leadership as India’s first multi-family office.
• Pan-India presence with offices in 11 major cities.
• A large, diverse team of 250+ experienced professionals, including financial advisors, estate planners, and risk specialists.
• Multiple industry awards, such as CNBC TV-18’s "Best Financial Advisor," reflecting high client satisfaction and peer recognition.
• Average advisor experience: 17+ years.
• Average advisor tenure at Client Associates: 9+ years.

Prospective clients can initiate engagement by contacting any of the Client Associates hubs:

• Gurugram: +91 124 4995400
• Mumbai: +91 22 24222454
• Bengaluru: +91 80 41473607
• Chennai: +91 44 40840808
• Hyderabad: +91 40 66555333/6
• Kolkata: +91 33 40616563/65
• Patna: +91 97 09301144
• Kochi: +91 04 844148197
• Ahmedabad: +91 97 30660008
• Pune: +91 9890416000
• Guwahati: +91 7636955738