Client Associates
India
Multi-family office
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Employees
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150+
Client Associates is a multi-family office and private wealth management firm based in India. Established in 2002 by senior private bankers, Client Associates offers customised wealth management solutions, including investment management, risk management, tax planning, and estate planning. In addition, Client Associates provides a range of family office services, such as financial reporting and accounting, lifestyle and concierge services, philanthropy and social impact management, and multi-generational wealth transition planning.
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Basic info
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Contact JasonAbout Client Associates
With a large team of over 150 private bankers, Client Associates has offices in Mumbai, Delhi, Bangalore, Chennai, Kolkata and Hyderabad.
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Board of directors
Himanshu Kohli
Rohit Sarin
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Executive Committee
Ashish Sharma
Abhimanyu Nair
Anu Bora
Chatradhar Paritala
Rahul Nair
Saket Lakhotia
What sets Client Associates apart
What sets Client Associates apart is its client-centric approach and practice model that caters to the individual needs of its clients. The company manages the total financial affairs of its clients and assigns a Client Associates Advisor to assume the role of a “family CFO” for each client. This unique differentiator allows the company to provide personalised and professional private wealth management services to its clients.
- https://www.clientassociates.com/
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