About Client Associates
Client Associates is a Financial Services company based in Gurugram (India) founded in 2002 by Rohit Sarin and Himanshu Kohli. Private wealth management and investment advisory services are provided. Client Associates has raised $991.32 thousand across 1 funding round from investors including Shantanu Prakash. The company has 164 employees. Client Associates was last valued at $14.18 million in July 2007. Its website clientassociates.com draws about 14 thousand monthly visits. Its Indian entity Pioneer Client Associates Private Limited reported revenue of ₹177 Cr. Client Associates offers products and services including Family Office, Private Wealth Management, Estate Planning, and Investment Banking. Its focus areas include Asset Management, Wealth Management and Multi Family Offices. Its competitors include Alpha Capital, Credence Family Office and Entrust Family Office; 2 of its 3 listed competitors have raised funding.
Company details
Client Associates was established in 2002 and is headquartered in Gurugram, India. Operations focus on the financial services sector, where private wealth management consultancy is delivered. Investment advisory, asset management, and consulting are offered to clients. Additional solutions encompass private banking setup, lending options, immigration support, leasing arrangements, real estate advisory, investment banking, and estate planning. The firm serves high-net-worth individuals and institutions across these domains.
- Headquarters Gurugram, India
- Employees 164
- Founders Rohit Sarin, Himanshu Kohli
- Stage Minicorn
- SectorsFinancial Services
- Phone•••• ••••
- Website clientassociates.com
- Social LinkedIn X Facebook
- Legal Name Pioneer Client Associates Private Limited
- Date of Incorporation 30 Sep, 2004
- Jurisdiction Gurgaon, Haryana, India
- Annual Revenue₹177 Cr
FY 2025 · +16% YoY
- Net Profit₹5.00 Cr
FY 2025 · 3% margin
- EBITDA₹10.22 Cr
FY 2025 · 6% margin
- Total Equity Funding$991.32K (USD)
in 1 rounds
- Latest Funding Round$991.32K (USD), Angel Round
Jul 2007
- Employee Count164
Associated legal entities of Client Associates
Client Associates is associated with 2 registered companies on The Company Check; the primary company is Pioneer Client Associates Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Pioneer Client Associates Private Limited CIN U74899HR2004PTC035495 | Active | 30 Sep 2004 | Gurgaon, Haryana | ₹177 Cr | 164 | 2 | View details |
| Hpk Business Ventures Llp CIN ABZ-1964 | Active | 24 Nov 2022 | Gurgaon, Haryana | 2 | View details |
Products & Services of Client Associates
Client Associates offers a comprehensive portfolio of products and services, including Family Office, Private Wealth Management, Estate Planning, and Investment Banking.
Services to preserve and grow family wealth using data models
Manages investments with tactical asset allocation and performance tracking
Advises on systematic wealth transfer for future generations
Provides solutions for investments in growing economies like India
Funding Insights of Client Associates
Client Associates has successfully raised a total of $991.32K through 1 strategic funding round. The most recent funding activity was a Angel Round of $991.32 thousand completed in July 2007. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $991,324
- Total Rounds 1
- Last Round Angel Round — $991,324
- First Round $991,324
(Jul 2007)
- Investors Count 1
All 1 funding rounds of Client Associates with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2007 | $991,324 | Angel Round | $14.18M | Shantanu Prakash | – |
| Date | Valuation | Stage |
|---|---|---|
| Jul 2007 | $14.18M | •••••••• |
Last known valuation $14.18M (Jul 2007). 1 investors in total: 0 institutional and 1 angel.
Investors in Client Associates
Client Associates has secured backing from 1 investor, including angel investors. Prominent investors backing the company include Shantanu Prakash.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
SP Shantanu Prakash | Founder of Educomp Solutions, prominent angel investor in Indian startups | unknown_db38ec86b3e64cf9b |
Investor details for Client Associates
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Pioneer Client Associates Private Limited (Client Associates)
Pioneer Client Associates Private Limited is the primary company behind Client Associates. The boards of the 2 registered companies of Client Associates currently have 3 directors; the longest-serving is Rohit Sarin, appointed in 2004. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rohit Sarin DIN 01037711 | Director | 30 Sep 2004 | 22 yrs 1 mo | Pioneer Client Associates Private Limited |
| Parul Kohli DIN 10030188 | Designated Partner | 24 Nov 2022 | 3 yrs 11 mo | Hpk Business Ventures Llp |
| Himanshu Kohli DIN 01408251 | Designated Partner | 24 Nov 2022 | 3 yrs 11 mo | Hpk Business Ventures Llp, Pioneer Client Associates Private Limited |
People of Client Associates
10 people are tracked at Client Associates (10 in leadership); the tracked headcount is 164.
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
| Co-Founder & Partner | Leadership | |
Ashish Sharma | Executive Director | Leadership |
Rahul Nair | Senior Executive Director | Leadership |
Anu Bora | Senior Executive Director | Leadership |
Chatradhar Paritala | Executive Director | Leadership |
Gaurav Sethi | Executive Director | Leadership |
Abhishek Khudania | Executive Director | Leadership |
Shikha Jain | Director | Leadership |
Ashok Subramaniam | Executive Director | Leadership |
Complete people profiles for Client Associates
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Client Associates
Figures of Pioneer Client Associates Private Limited, the primary company behind Client Associates, for FY 2025. Revenue was ₹177 Cr (+16% year on year). Net profit was ₹5.00 Cr (3% margin). EBITDA was ₹10.22 Cr (6% margin). Revenue has grown at a compounded annual rate of +13% over three years and +19% over five years.
- ₹177 CrRevenue · FY 2025 · +16% YoY
- ₹5.00 CrNet profit · 3% margin
- ₹10.22 CrEBITDA · 6% margin
- ₹1 LakhPaid-up capital
- 164Employees (provident fund records)
- +13%Revenue CAGR, 3 years
- +19%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Pioneer Client Associates Private Limited are on its company page.
Detailed financial statements for Client Associates
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Timeline of Client Associates
3 dated milestones of Client Associates across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Client Associates is founded.
- Funding First funding round of $991K.
- Milestone Reaches Minicorn status.
Competitors of Client Associates
Client Associates has 3 listed competitors in our database, 2 of them funded. They include Alpha Capital, Credence Family Office and Entrust Family Office.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alphacapital.in | 2009 | Mumbai, India | $2.43M | 20 | Tailored financial solutions are offered to high-net-worth individuals and families. | |
| credencefamilyoffice.com | 2010 | Bengaluru, India | 39 | Multi Family Office | ||
| entrustfamilyoffice.com | 2013 | Bengaluru, India | $5.59M | 7 | Multi Family Office |
Detailed competitors of Client Associates
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Client Associates
The website of Client Associates (clientassociates.com) receives about 14.4K visits a month.
- Monthly visits14.4K
▲ 173.8% vs previous month
Websites whose visitors overlap most with Client Associates. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| alphacapital.in | 100% | 5.6K | #3,796,647 | View details | |
| entrustfamilyoffice.com | 93% | 7.2K | #2,553,952 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Client Associates (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Client Associates
Complete news archive for Client Associates
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Client Associates
Client Associates was founded in 2002 and raised its 1st funding round 5 years after it was founded.
Client Associates is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
Client Associates is a funded company, having raised a total of $991.32K across 1 funding round to date. The company's 1st funding round was a Angel Round of $991.32K, raised on Jul 2007.
Client Associates has 164 employees.
The primary company behind Client Associates, Pioneer Client Associates Private Limited, reported revenue of ₹177 Cr for FY 2025, up 16% year on year.
Client Associates was established in 2002 and is headquartered in Gurugram, India. Operations focus on the financial services sector, where private wealth management consultancy is delivered. Investment advisory, asset management, and consulting are offered to clients. Additional solutions encompass private banking setup, lending options, immigration support, leasing arrangements, real estate advisory, investment banking, and estate planning. The firm serves high-net-worth individuals and institutions across these domains.
Client Associates's top competitors include Alpha Capital, Credence Family Office and Entrust Family Office.
Client Associates offers Family Office, Private Wealth Management, Estate Planning, and Investment Banking.
Client Associates has 1 investor. Key investors include Shantanu Prakash.
The valuation of Client Associates is $14.18M as of Jul 2007.
Client Associates is associated with 2 legal entities: Pioneer Client Associates Private Limited, Hpk Business Ventures Llp.
The legal entities of Client Associates currently have 3 directors, including Parul Kohli, Himanshu Kohli, Rohit Sarin.