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Client Associates logo — Celebrate Life With Client Associates!

Client Associates

Celebrate Life With Client Associates!

Founded 2002 India India 247 employees Financial Services, Wealth Management

General Information

Company Name Client Associates
Founded Year 2002
Location India India
Employees 247
Industries Financial Services, Wealth Management
Social

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About Client Associates

Client Associates (CA) is the largest multi-family office in India, founded in 2002 by first-generation private bankers, Rohit Sarin and Himanshu Kohli. The firm offers client-centric portfolios and access to exclusive investment opportunities across various asset classes, aiming to protect and grow the wealth of their clientele to fulfill their desired lifestyle and secure the future generations. CA's innovative investment strategies have showcased a track record of outperformance, demonstrating success in 9 out of 10 years against industry benchmarks. The clientele includes high-profile corporate heads, successful professionals, eminent business owners, and reputed private institutions, representing the successful strata of society. With a focus on financial services and wealth management, Client Associates celebrates life by providing tailored and innovative wealth management solutions to its esteemed clientele within India.

Taxonomy: Multi Family Office, Private Wealth Management, Real Estate Advisory, Estate Planning Advisory, Investment Banking, International Wealth Management, Portfolio Services, High Net Worth Individuals, Wealth Management, Client-centric Portfolios, Market Volatility Management, Wealth Preservation, Risk Appetite Management

No funding data available for Client Associates yet.

Client Associates Alternatives & Competitors

Client Associates vs
Plimsoll Mark Capital
Plimsoll Mark Capital United States

Private Wealth Management Firm

3 employees
Finance, Financial Services
Client Associates vs
Wren Investment Office
Wren Investment Office United Kingdom

We are an award winning multi-family office, offering wealth management, investment advisory & famil...

15 employees
Financial Services, Wealth Management
Client Associates vs
Allium Financial Advisors, LLC
Allium Financial Advisors, LLC United States

We empower you to make great financial decisions by taking the time to fully understand your financi...

11 employees
Finance, Financial Services

FAQ About Client Associates

Celebrate Life With Client Associates!
Client Associates was founded in 2002.
Client Associates is headquartered in India.
Client Associates operates in Financial Services and Wealth Management. Its work centres on Multi Family Office, Private Wealth Management, Real Estate Advisory and Estate Planning Advisory.
Client Associates has approximately 247 employees.
Top alternatives and competitors to Client Associates include Plimsoll Mark Capital, Wren Investment Office, Allium Financial Advisors, LLC, R.M. Davis, Altium Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Client Associates and Plimsoll Mark Capital are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Client Associates, https://bouncewatch.com/company/client-associates, updated 31 December 2024. When citing, please name BounceWatch and link this page.

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