Client Associates
Homepage http://www.clientassociates.com
LinkedIn Profile https://linkedin.com/company/cli***ssocia***
HQ Location
India , Haryana, GurugramGurugram, Haryana, India
Client Associates (CA) is India’s First boutique “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 eight offices at Gurgaon, New Delhi, Mumbai,
Bengaluru, Kolkata, Chennai and Hyderabad.
While laying the foundation of Client Associates we were guided by a single minded client centric
approach. It began with our name itself. Then our practice model was built around the very needs
of a client. CA’s unique selling point is that it manages the total financial affairs of their clients. In
other words a Private Banker at Client Associates is the Chief Financial Officer or “CFO” for his
Client Families.
Over the years the acceptance of CA by private clients at large and the goodwill that it has
generated in the Wealth Management Industry continues to be the source of energy for its
growth. Today Client Associates is recognized by private clients and the i
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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