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Who We Are - Client Associates

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 fut
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Practice Areas - Family Office - Client Associates

Geared towards providing more than Wealth Management Services, the Client Associates Family Office aims to preserve and grow family wealth for the enjoyment of present and future generations. This is done through a combi
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Practice Areas - Investment Banking - Client Associates

Client Associates Investment Banking (CAIB) is a sector agnostic, boutique investment banking practice that provides its clients with objective expert advice & a full array of services - private equity fund raising, merg
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Practice Areas - Lending Solutions - Client Associates

Client Associates Lending Solutions (CALS), since its setup has created a mark of excellence in providing the best advice on the complete lending portfolio of our clients. In an open architecture model, our experienced t
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Practice Areas - Insurance Solutions - Client Associates

Client Associates Insurance Solutions (CAIS) is a built-in capability function to provide need-based insurance solutions to our clients. We work through partners and ensure the overall guidance is in line with the portfo
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Practice Areas - Private Wealth Management - Client Associates

Client Associates is one of the leading wealth management companies in India. Our experienced team of financial advisors and wealth advisors aims to preserve and grow the wealth of some of the most influential families i
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Practice Areas - Real Estate Advisory - Client Associates

At Client Associates, we offer comprehensive real estate advisory services tailored to meet the unique needs of high-net-worth individuals and families. Our dedicated team of experts brings over 70 years of combined expe
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Best private wealth management and advisory firm in India - Client Ass

While laying the foundation of Client Associates we dreamt of setting up a truly honest, client-oriented private wealth management practice. Our dream has been our guiding principle in helping our clients celebrate life,
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Practice Areas - Investination India - Client Associates

India, today, is the fastest growing large economy in the world and is on its way to becoming the third largest economy by 2028. A young demography, an educated global workforce, an emerging middle class and
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Practice Areas - Estate Planning - Client Associates

A crucial role of a Family Office is to facilitate the smooth and effective transfer of wealth across generations. A well-designed succession plan helps ensure the family fortune continues to grow and thrive for generati
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