Blog of a
Wealth Manager

Read about real life case studies, gather cutting edge knowledge, and read about our views on the emerging Indian and global wealth management scenario, curated for your convenience by Client Associates’ Thought Leaders.

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The Journey to Financial Freedom through Strategic Investing

The Journey to Financial Freedom through Strategic Investing

Embarking on the journey toward financial independence is a nuanced endeavor that demands more than just a fleeting wish; it requires a carefully laid-out strategy, consistent discipline, and an in-depth comprehension of personal finance and investment principles. Achieving financial freedom involves amassing enough savings, investments, and liquid assets to sustain your desired lifestyle for yourself and your loved ones. Whether it's retiring at your discretion, traveling the world, or leaving a meaningful legacy, financial freedom means doing so without the constraints of financial worries. This quest begins with a clear vision of your financial goals and a commitment to achieve them through informed investing and strategic planning.

CA’s Scholarly Desk

CA’s Scholarly Desk

18 March 2024

From the archives

CA’s Scholarly Desk

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26 Feb 2024

Diversifying Investments: Navigating Market Uncertainty with a Multifaceted Approach

Embarking on the journey of investment is akin to setting sail on a vast financial ocean. As the captain of your financial ship, you hold the compass that leads to successful navigation. The key to mastering market uncertainty and achieving financial resilience lies in the strategic art of diversification. Imagine your portfolio as a fleet of ships, each carrying different types of cargo, sailing through diverse investment waters. This journey into diversification unveils its remarkable benefits, such as risk mitigation and potential return enhancement, while highlighting the importance of adapting strategies in a dynamic investment landscape.

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Rohit Sarin

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29 Dec 2023

Size doesn’t Matter

The Annual Retreats at Client Associates have been very special occasions which mark the year. We wish to call them retreats instead of offsites on account of their very unique character so much different from a typical corporate offsite.

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Himanshu Kohli

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07 Jul 2023

A Journey of Trust, Talent, and Transparency

Growing up with dreams of being a sportsperson, I embarked on an entrepreneurial journey that led me to co-found Client Associates, a distinguished wealth management platform in India. Over the past 21 years, we have revolutionized the concept of "Family Office" and have emerged as the largest multifamily office in the country. With a focus on client centricity and a commitment to excellence, we have become the trusted Family CFO for approximately ~1000 affluent families, managing assets worth around ~USD 5 billion. Today, I am humbled and grateful to see Client Associates ranked among the most admired platforms in private wealth management in India.

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