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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 t
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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 r
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Practice Areas - Insurance Solutions - Client Associates

Client Associates Insurance (CAI) 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 inline with the portfo
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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 e
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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

An important aspect of a ‘Family Office’ is efficient transfer of wealth to successive generations. An ill planned succession risks negative financial consequences for the family fortune and leads to unnece
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Practice Areas - Private Wealth Management - Client Associates

Private Wealth Management A process based approach for accumulating, protecting and growing our Private Clients’ wealth.
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Practice Areas - Real Estate Advisory - Client Associates

Family office approach: Ability to understand the profile of the client and draw real estate strategies in tandem with the portfolio. Expertise: Dedicated team representing the legacy of 70 years of diverse experiences w
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