Company Research Report: Client Associates

Company Overview

• Name: Client Associates

• Mission: To establish a truly honest, client-oriented private wealth management practice, helping clients celebrate life by managing their wealth effectively.

• Founding Information: Founded in May 2002 by Himanshu Kohli and Rohit Sarin.

• Key People:

• Himanshu Kohli, Co-founder

• Rohit Sarin, Co-founder

• Abhimanyu Nair, Executive Director - Wealth

• Abhishek Khudania, Senior Executive Director – Wealth

• Achin Bhardwaj, Executive Director - Asset Allocation

• Ankit Jain, Director & Head - Real Estate

• Other senior directors and executives responsible for various domains.

• Headquarters: Gurugram, India

• Office Locations: Operates out of ten offices in Gurugram, Ahmedabad, Bengaluru, Chennai, Guwahati, Hyderabad, Kochi, Kolkata, Mumbai, and Patna.

• Number of Employees: 250+ across India

• Revenue: No information is available

• Notable Expertise: Known for client-centric wealth management services, achieving credibility and numerous awards in the private wealth management sector.

• Assets Under Advice: ~$6.1 Billion

• Active Relationships: Over 1100+

Products

Family Office

• Description: Beyond wealth management, focuses on preserving and growing family wealth for present and future generations.

• Key Features: Utilizes proprietary mathematical models, systematic wealth transfer strategies.

Private Wealth Management

• Description: Adheres to investment mandates and benchmarks for wealth management with robust reporting systems.

• Key Features: Performance tracking, tactical asset allocation, state-of-the-art performance measurement.

Other Services

• Investination India: Information about India’s economic growth.

Recent Developments

• New Products and Features: No explicit information on new products or features.

• Strategic Insights: Consistency as a central formula for success; insights into global wealth management strategies and sectoral opportunities.

• Partnerships and Awards:

• Five-time winner of the Best Financial Advisor Award by CNBC TV-18.

• Recognized as the Best Multi Family Office by AIWMI.

• Winner of the Asian Family Office of the Year.

Values and Vision

• Vision: To be the most admired wealth management platform from India.

• Core Values: Client centricity, excellence, trust, integrity, innovation, teamwork, confidentiality, entrepreneurial culture.

• Commitment to Clients: Deliver dependable, high-quality wealth management services with integrity and a client-first approach.

Conclusion

Client Associates has established itself as a reputable wealth management firm in India with a strategic focus on client-oriented services and innovative wealth management solutions. The company continues to garner industry recognition and trust through its steadfast commitment to excellence and transparency.