Client Associates (CA) was founded in May, 2002, 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. They include Family Office Services, Financial Services, Investment Management Services in India, and Private Investor in India. Their unique selling point is that it manages the total financial affairs of their clients.

At Client Associates, Private Banker is the Chief Financial Officer or “CFO” for his Client Families. It has generated in the Wealth Management Industry at large as one of the “Best Team of Private Bankers” in India. They wanted their clients to “To become the member of Client Associates” as they were driven by the passion of touching their lives and not just managing their wealth. They know that this could be possible if only by winning their client’s trust because delegation is a follower of faith and trust.

CA work under guidance and the close supervision of their Advisory Board. CA’s Advisory Board includes High Profile Senior Corporate Heads, Eminent Family Business Leaders and Successful Business Entrepreneurs and Professionals. The Firm still believes that the expertise of its broad based Advisory Board will provide an invaluable strategic edge as the organization strives to maintain its leadership position in the industry.

CA is an independent, client centric private wealth management company which gets hired by its private clients to represent their interests. The quality and skill of the team is well recognized in the Industry.

Their 6 core Advisory practices

  • Family Office
  • Estate Planning
  • Private Wealth Management
  • Wealth Protection
  • Financial Planning
  • Real Estate

CA has two Domain Partners and Special Partners.

Domain Partners who are specialist in the domains of Law, Taxation and Investment Banking.

Special Partners: BHF Bank is one of Germany’s most prestigious private banks that focused on the businesses of Private Banking and Asset Management. With BHF Bank CA offers its clients a window of tailor-made investment solutions across the world and also offers their clients a window of investment opportunities in the growing economy of India.

So, if you wish to find more details about Client Associate, then read more.