Client Associates

Overview

Client Associates describes itself as a wealth management and multi family office business operating in India.¹ It lists offices in Gurugram, Ahmedabad, Bengaluru, Chennai, Guwahati, Hyderabad, Kochi, Kolkata, Mumbai, Patna and Pune.¹ The firm serves high net worth individuals, ultra high net worth individuals, large family offices, NGOs and foundations.²

History

The firm says it was founded in May 2002.¹ It also describes its model as India’s first multi family office model, launched in 2002.² This statement is presented as a company claim.²

Leadership

The team page names Himanshu Kohli and Rohit Sarin as co founders.³ The portfolio management disclosure identifies each as holding 50 percent of the shareholding.⁴ It states that Kohli previously worked at Deutsche Bank Private Banking, DSP Merrill Lynch and London Forfaiting Group.⁴ It states that Sarin previously worked at Deutsche Bank, ANZ Grindlays Bank and Kotak Bank.⁴

The firm’s senior team titles include Managing Partner, Wealth, Executive Director, Wealth, Director, Finance and Compliance, Director, Real Estate, Director, Estate and Succession Planning and Managing Partner, Investment Banking.³

Services

Client Associates lists family office, private wealth management, estate planning, real estate advisory, investment banking, Investination India, lending solutions, insurance solutions and immigration services among its practice areas.⁵ Its investment advisory disclosure says the firm offers investment research, investment advisory, permitted referral services, mutual fund distribution and other permitted third party financial products.⁶

The portfolio management disclosure states that Pioneer Client Associates Private Limited is a SEBI registered portfolio manager offering discretionary portfolio management services, non discretionary portfolio management services and investment advisory services.⁷ The same legal entity is identified for Client Associates’ investment advisory activity.⁶

The family office offering includes wealth consolidation, risk management, consolidated reporting, asset administration and monitoring of external wealth managers.⁸ Client Associates describes this role as acting as a Family CFO.⁸ The offering includes access to the proprietary CAAF fund and advice on third party investment opportunities.⁸

The private wealth practice describes customized portfolios based on client goals, return expectations and risk tolerance.⁹ The firm says this work is intended to preserve and grow wealth for influential families.⁹

What the firm offers

• Investment management
• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

The firm identifies high net worth individuals, ultra high net worth individuals, large family offices, NGOs and foundations as client groups.² Its family office page says the platform is intended for families with managed wealth of approximately $10 million or more.⁸ The FAQ says clients can choose either registered investment adviser or distribution models.²

Investment philosophy and approach

The firm says its investment recommendations use emerging market trends, globally accepted investment methods and research based analysis.¹ It says it records market positions and forecasts so that predictions can be compared with subsequent market outcomes.¹ The firm also describes its investment approach as using proprietary mathematical models, tactical asset allocation and performance measurement systems.¹⁰

Regulatory registrations

Pioneer Client Associates Private Limited is registered with SEBI as a non individual investment adviser under registration number INA100010660, with validity shown as perpetual.⁶ The legal page lists mutual fund ARN 29819, RIA registration INA100010660 and PMS registration INP100007231.¹¹ The firm says its advisory vertical is independent from research and third party product distribution activities.⁶ Shashank Gautam is identified as the advisory principal officer.⁶

FAQs

Related resources

• LocationMultifamily offices in Bangalore

  Explore this Bangalore directory to compare how multifamily offices in a major Indian business hub present investment management, estate planning, and family administration. It can help an India based family or business owner place Client Associates within a regional set of firms serving complex wealth needs.

• GuideMultifamily office services

  Review this overview of multifamily office services to map the areas a family may need, from portfolio oversight and private investments to philanthropy, insurance, bill pay, and estate planning. Use it to prepare questions about which responsibilities Client Associates could address for your household or business.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its perspectives can help an owner think through governance, philanthropy, administration, and investment priorities before comparing a multi family office such as Client Associates in India.

• DataMFOs by decade founded

  Use the MFOs by decade founded page to see how firms established in different periods compare as a research group. Client Associates was founded in May 2002, so this context may help a reader consider its place among newer and longer established multi family office businesses.

• Similar firmsAlpha Capital
  Blue Ocean Multi Client Family Office LLP
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  Profiles of Alpha Capital, Blue Ocean Multi Client Family Office LLP, and Entrust Family Office Investment Advisors Private Limited offer additional points for comparison. Reading them alongside Client Associates can help a family or business owner examine differences in services, investment focus, and client fit across firms listed on the site.

Sources

1. Who We Are , accessed 2026-10-23.
2. FAQs , accessed 2026-10-23.
3. Meet Our Team , accessed 2026-10-23.
4. PMS Disclosure Document , accessed 2026-10-23.
5. Services , accessed 2026-10-23.
6. Investment Advisory Disclosure , accessed 2026-10-23.
7. PMS Disclosure Document , accessed 2026-10-23.
8. Family Office , accessed 2026-10-23.
9. Private Wealth Management , accessed 2026-10-23.
10. Client Associates home page , accessed 2026-10-23.
11. Legal , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.