Client Associates

Research reveals a compelling insight: 79% of Ultra High Net Worth Individuals acknowledge the critical role of Relationship Managers in mitigating behavioural biases. In an era of complex financial markets, understanding these psychological influences has become paramount for strategic wealth management. Our latest article explores how behavioural patterns shape investment decisions and portfolio outcomes. Read here : https://lnkd.in/gc-99yfx #WealthManagement #BehavioralFinance #InvestmentStrategy #ClientAssociates #WealthPsychology

Here’s to a Year of Growth Together! As we step into 2025, let’s celebrate the milestones we’ve achieved and gear up for new opportunities. Wishing everyone a year of innovation, success, and teamwork. Happy New Year! #NewYearGreetings #NewYear2025

𝗛𝗞 𝗦𝗽𝗲𝗮𝗸𝘀 | 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 As we reflect on the achievements of 2024 and eagerly embrace the opportunities of 2025, our Co-Founder, Himanshu Kohli, shares his reflections and aspirations for the year ahead: - 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟱: India’s growth story continues to inspire confidence, with a promising trajectory towards becoming an $8 trillion economy by 2032. Insights on market trends, luxury investments, and financialization of savings await you. - 𝗖𝗔 𝗧𝗲𝗮𝗺 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴: This year was all about fostering collaboration, growth, and resilience. From adventure camps to leadership training, we’ve focused on empowering our teams to deliver excellence. - 𝗬𝗲𝗮𝗿-𝗘𝗻𝗱 𝗠𝗲𝘀𝘀𝗮𝗴𝗲: A heartfelt note of gratitude to our amazing team, clients, and stakeholders for your unwavering trust and support. Here’s to welcoming 2025 with optimism and determination! #HKSpeaks #MarketOutlook2025 #TeamBuilding #WealthManagement #ClientAssociates #WealthWiseWithCA #MultiFamilyOffice #PrivateWealthManagement

Embracing Sustainability: Client Associates x Project Saarthi At Client Associates, we believe in fostering initiatives that create meaningful impact. We were delighted to host Project Saarthi, an innovative waste-to-value venture from Jaipur, at our Gurugram office on December 24th. Project Saarthi exemplifies the perfect blend of sustainability and social empowerment, transforming elephant dung into exquisite handcrafted paper products. Their unique collection of journals, bookmarks, postcards, and coasters not only offers eco-friendly alternatives but also supports local artisans in Rajasthan. This collaboration aligns with our commitment to environmental stewardship and community development. We're proud to support ventures that turn challenges into opportunities while preserving our planet for future generations. #Sustainability #WealthManagement #SocialImpact #Innovation #MakeInIndia #ClientAssociates #ProjectSaarthi #EcoFriendly #SustainableLiving #CorporateResponsibility

Here’s to a season of gratitude, celebration and togetherness. Wishing you and your loved ones a very Merry Christmas ✨ #ChristmasCheer #SeasonGreetings

We are delighted to share that Himanshu Kohli, Co-founder of Client Associates, has been featured in the Hubbis - 𝗜𝗻𝗱𝗶𝗮 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗬𝗲𝗮𝗿-𝗘𝗻𝗱 𝗥𝗲𝘃𝗶𝗲𝘄 𝟮𝟬𝟮𝟰! In this interview, Himanshu shares insights on: - 𝘛𝘩𝘦 𝘴𝘩𝘪𝘧𝘵𝘪𝘯𝘨 𝘱𝘳𝘦𝘧𝘦𝘳𝘦𝘯𝘤𝘦𝘴 𝘰𝘧 𝘏𝘕𝘞 𝘢𝘯𝘥 𝘜𝘏𝘕𝘞 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘵𝘰𝘸𝘢𝘳𝘥 𝘨𝘳𝘰𝘸𝘵𝘩-𝘰𝘳𝘪𝘦𝘯𝘵𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴. - 𝘛𝘩𝘦 𝘳𝘪𝘴𝘪𝘯𝘨 𝘥𝘦𝘮𝘢𝘯𝘥 𝘧𝘰𝘳 𝘥𝘪𝘷𝘦𝘳𝘴𝘪𝘧𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺-𝘥𝘳𝘪𝘷𝘦𝘯, 𝘳𝘦𝘭𝘢𝘵𝘪𝘰𝘯𝘴𝘩𝘪𝘱-𝘧𝘰𝘤𝘶𝘴𝘦𝘥 𝘦𝘯𝘨𝘢𝘨𝘦𝘮𝘦𝘯𝘵. - 𝘊𝘭𝘪𝘦𝘯𝘵 𝘈𝘴𝘴𝘰𝘤𝘪𝘢𝘵𝘦𝘴’ 𝘷𝘪𝘴𝘪𝘰𝘯 𝘵𝘰 𝘩𝘢𝘳𝘯𝘦𝘴𝘴 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘪𝘦𝘴 𝘪𝘯 𝘸𝘦𝘢𝘭𝘵𝘩 𝘤𝘳𝘦𝘢𝘵𝘪𝘰𝘯, 𝘈𝘐-𝘥𝘳𝘪𝘷𝘦𝘯 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺, 𝘢𝘯𝘥 𝘪𝘯𝘯𝘰𝘷𝘢𝘵𝘪𝘷𝘦 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨𝘴. - 𝘊𝘭𝘪𝘦𝘯𝘵 𝘈𝘴𝘴𝘰𝘤𝘪𝘢𝘵𝘦𝘴 𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘦𝘴 𝘵𝘰 𝘴𝘩𝘢𝘱𝘦 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘦𝘴 𝘵𝘰 𝘮𝘦𝘦𝘵 𝘵𝘩𝘦 𝘨𝘳𝘰𝘸𝘪𝘯𝘨 𝘥𝘦𝘮𝘢𝘯𝘥𝘴 𝘰𝘧 𝘐𝘯𝘥𝘪𝘢’𝘴 𝘸𝘦𝘢𝘭𝘵𝘩𝘪𝘦𝘴𝘵 𝘤𝘭𝘪𝘦𝘯𝘵𝘦𝘭𝘦. Read the full interview to learn more: https://lnkd.in/g7bQB9EW #WealthManagement #HNWClients #UHNWClients #PrivateWealth #Innovation #ClientAssociates #Hubbis

We're excited to share this captivating conversation between our Co-founder and Author, Rohit Sarin, and Shweta Punj, Editor at moneycontrol.com, at The Quorum, Gurugram. Discover how "Unlocking Wealth" simplifies complex wealth generation concepts into practical, actionable steps that can transform your financial journey. Tune in to gain valuable insights on wealth creation and financial literacy that can benefit you at any stage of life. Don't miss this exclusive discussion that brings together decades of wealth management expertise with practical wisdom. Watch the full conversation here: https://lnkd.in/gWppJUm6 Buy your book here: https://lnkd.in/g8CWCG9K #WealthManagement #ClientAssociates #UnlockingWealth #PrivateWealth #AnIndiaOfIdeas #FinancialLiteracy

Proud to partner with TiE Kerala for TiECon Kerala 2024, the state's premier entrepreneurial convention, where visionaries converge to shape tomorrow's business landscape. At Client Associates, we believe in fostering entrepreneurial spirit and creating lasting impact. Our team was energized by the vibrant discussions and meaningful connections made at this landmark event, embodying the powerful theme "An Entrepreneur in Every Home". #ClientAssociates #WealthManagement #Entrepreneurship #TiEConKerala #BusinessGrowth #PrivateWealth #Innovation

Our Co-founder, Mr. Rohit Sarin, offers meaningful perspectives on India's market dynamics in an exclusive conversation with ETV Bharat. From the robust start of 2024 to the subsequent market adjustments, he analyzes the factors shaping investor sentiment and market valuations. Discover his expert take on market valuations, foreign investment flows, and the impact of global events on Indian markets. Read more: https://lnkd.in/gPkcPYhp #WealthManagement #MarketInsights #ClientAssociates #IndianMarkets #Investment #FinancialPlanning

We are delighted to share that our very own Shreya Sarda,CFA has made it to the 10% Club of the 𝟭𝟬𝟬𝟬 𝗪𝗼𝗺𝗲𝗻 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 𝗣𝗿𝗼𝗴𝗿𝗮𝗺 𝟮𝟬𝟮𝟰 by Jombay! Heartiest congratulations to Shreya for this remarkable achievement and for making us all proud. #Leadership #WomenInLeadership #TeamCA #ProudMoment #MultiFamilyOffice #PrivateWealthManagement #GreatPlaceToWork #CACulture