About Client Associates
Client Associates is a company based in Gurugram (India) founded in 2002 by Rohit Sarin and Himanshu Kohli. Client Associates has raised $991.32 thousand across 1 funding round from investors including Shantanu Prakash. The company has 164 employees as of April 06, 2024. Client Associates offers products and services including Family Office, Private Wealth Management, Estate Planning, and Investment Banking. Client Associates operates in a competitive market with competitors including Alpha Capital, Credence Family Office, Entrust Family Office, Valtrust and Conscience Multi Family Office, among others.
- Headquarter Gurugram, India
- Employees 164 as on 06 Apr, 2024
- Founders Rohit Sarin, Himanshu Kohli
- Stage Minicorn
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Pioneer Client Associates Private Limited
- Date of Incorporation 30 Sep, 2004
- Jurisdiction Gurgaon, Haryana, India
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Annual Revenue
$16.31 M (USD)10.25as on Mar 31, 2023
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Net Profit
$617.53 K (USD)9.53as on Mar 31, 2023
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EBITDA
$840.41 K (USD)2.58as on Mar 31, 2023
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Total Equity Funding
$991.32 K (USD)
in 1 rounds
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Latest Funding Round
$991.32 K (USD), Angel Round
Jul 27, 2007
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Investors
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Employee Count
164
as on Apr 06, 2024
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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.
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 |
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Shantanu Prakash |
Founder of Educomp Solutions, prominent angel investor in Indian startups
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Investor details for Client Associates
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Investments & Acquisitions by Client Associates
Investment portfolio details for Client Associates
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Financial Statements - Client Associates
Detailed financials for Client Associates
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Client Associates Comparisons
Peer comparison for Client Associates
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Competitors of Client Associates
Client Associates operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Alpha Capital, Credence Family Office, Entrust Family Office, Valtrust and Conscience Multi Family Office, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Tailored financial solutions are offered to high-net-worth individuals and families.
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Multi Family Office
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Multi Family Office
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Asset management solutions are offered to families and institutions.
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Offers wealth management, estate planning, tax reduction, and insurance services to families.
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Detailed competitors of Client Associates
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Latest news on Client Associates
Complete news archive for Client Associates
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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.
As of Apr 06, 2024, the latest employee count at Client Associates is 164.
Annual revenue of Client Associates is $16.31M as on Mar 31, 2023.
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.