Firm profile
Client Associates
Client Associates is a multi-family office based in Gurgaon, India, founded in 2002.
Updated . Rechecked monthly.
- Entity type
- Multi-Family Office
- Headquarters
- Gurgaon, India
- Founded
- 2002
- Website
- clientassociates.com
- Source
- Firm-reported
About Client Associates
Client Associates describes itself as an India based multi family office and private wealth management firm serving ultra high net worth individuals and families. The firm states that its services span family office administration, private wealth management, estate planning, real estate advisory, investment banking, lending, insurance, and immigration support.[Firm website]
According to the firm, Client Associates was founded in 2002 and uses proprietary quantitative asset allocation models across equities, fixed income, alternative investment funds, and real estate. The firm has published commentary on topics including family governance structures and the psychology of spending, positioning itself as an advisory minded rather than purely capital deploying practice.[Firm website]
- Focus
- Private wealth management, family office solutions, estate planning, real estate advisory, investment banking, and lending
Where Client Associates is listed
Client Associates is in the investor directory.
Scope and method
- What is shown
- The facts on Client Associates's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, clientassociates.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.