Overview

Client Associates

Information by Research Trustfinance

https://clientassociates.com/

Founded in 2002, Client Associates (CA) is a pioneer of the Multi-Family Office concept in India. The firm operates as a boutique private wealth management company dedicated to serving Ultra High Net Worth (UHNW) families, entrepreneurs, and senior professionals. Their core mission is to provide unbiased, sophisticated, and confidential financial advice, acting as a "personal CFO" to their clients. They focus on building, preserving, and managing family wealth across generations through a comprehensive suite of services including investment advisory, estate planning, and corporate treasury management.

Founded in
India

India


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service

HQ Location