Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin (https://www.linkedin.com/in/rohit-sarin-3ba0225/) and Himanshu Kohli (https://www.linkedin.com/in/himanshu-kohli-193998/) . Over the years, the firm has grown organically and it is the largest multi-family office in India both in terms of number of HNI/UHNI families being catered to and the size of assets.
Our client-centric portfolios give exclusive access to the best investment opportunities across various asset classes. This ensures that our clients are not only able to protect their wealth but also grow it to live the lifestyle they aspire for, and to be able to successfully pass on the riches to future generations. Innovative investment strategies uncorrelated with traditional asset classes curated by CA helps our clients ride the market volatility and therefore retain their risk appetite. We have demonstrated a track record of outperformance in 9 out of 10 years on set industry benchmarks.
Our clientele comprises of informed and discerning wealth owners, including high-profile Corporate Heads, Successful Professionals & Entrepreneurs, Eminent Business Owners, and reputed private institutions. Together, they represent the most successful strata of our society.
Company Details
- Employees
- 256
- Founded
- -
- Address
- Vatika Towers, Golf Course Road,sector 54,india
- Phone
- +91 124 4995400
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- clientassociates.com
- Keywords
- Family Office, Private Wealth Management, Real Estate Advisory, Estate Planning, Advisory, Investment Banking, Family office private, Office private wealth, Wealth Management, International wealth management, Multi Family Office, Mortgages, Financial Services, Portfolio Services.
- HQ
- Gurugram, Haryana
Client Associates Questions
Client Associates's helpline number is +91 124 4995400
Client Associates's website is clientassociates.com
Client Associates's LinkedIn profile is https://in.linkedin.com/company/client-associates
Client Associates has
256 employees.
View email and phone details for 256
employees at Client Associates.
Client Associates's industry is
Financial Services
Client Associates's top competitors are
Whiteoak Capital,
Salad Days,
Sanctum Wealth,
V3 Ventures,
Equirus Credence Family Office,
Spark Capital Pwm,
Avendus,
360 One Wealth,
Ask Asset & Wealth Management,
Waterfield Advisors.
Client Associates's categories are Financial Services
Client Associates's founding year is 2002
