Client Associates (CA) is India’s First and the largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.
CA was founded in May, 2002 and operates out of six offices at Gurgaon, Mumbai, Bengaluru, Kolkata, Chennai and Hyderabad. Over 20 years of its journey CA has grown organically to advice more than a few billion USD of assets owned by wealthy and ultra-wealthy families of India. Its large team of private bankers spread across India works closely with some of India’s most respected CXOs, Entrepreneurs, Family Business Owners and Celebrities with a unique ratio of less than 20 clients per advisor ensuring that each client gets the much required focus and attention.
The foundation of Client Associates was guided by a single minded client centric approach. It was enshrined in the name itself. Its practice model was built around the very needs of a client. CA’s unique differentiator is that it manages the total financial affairs of its clients. In other words a Client Associates Advisor assumes the role of the “Family CFO” of his/her client.