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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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 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 Total Funding
- Total Rounds 1
- Last Round Angel Round — $991,324
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First Round
First Round
(27 Jul 2007)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2007 | Amount | Angel Round - Client Associates | Valuation | Shantanu Prakash |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Client Associates
Client Associates has secured backing from 1 investor, including angel investors. Prominent investors backing the company include Shantanu Prakash. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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SP
Shantanu Prakash |
Founder of Educomp Solutions, prominent angel investor in Indian startups
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Client Associates
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Client Associates
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Client Associates Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Tailored financial solutions are offered to high-net-worth individuals and families.
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| domain | founded_year | HQ Location |
Multi Family Office
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| domain | founded_year | HQ Location |
Multi Family Office
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| domain | founded_year | HQ Location |
Asset management solutions are offered to families and institutions.
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| domain | founded_year | HQ Location |
Offers wealth management, estate planning, tax reduction, and insurance services to families.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Client Associates
Frequently Asked Questions about Client Associates
When was Client Associates founded?
Client Associates was founded in 2002 and raised its 1st funding round 5 years after it was founded.
Where is Client Associates located?
Client Associates is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
Is Client Associates a funded company?
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 27, 2007.
How many employees does Client Associates have?
As of Apr 06, 2024, the latest employee count at Client Associates is 164.
What is the annual revenue of Client Associates?
Annual revenue of Client Associates is $16.31M as on Mar 31, 2023.
What does Client Associates do?
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.
Who are the top competitors of Client Associates?
Client Associates's top competitors include Alpha Capital, Credence Family Office and Entrust Family Office.
What products or services does Client Associates offer?
Client Associates offers Family Office, Private Wealth Management, Estate Planning, and Investment Banking.
Who are Client Associates's investors?
Client Associates has 1 investor. Key investors include Shantanu Prakash.
What is Client Associates's valuation?
The valuation of Client Associates is $14.18M as of Jul 2007.
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