You may not believe this, but it’s actually not difficult to build wealth. It might not be quick and may take some time for you to build wealth, but it’s possible. Unfortunately, a lot of people are still unable to build wealth, reason being that they either do know what it takes to build wealth or they do not implement those wealth building principles in their life. While there is not much that can be done to motivate those who know how it’s done, we can certainly help you with a few...
Client Associates (CA) is India’s First “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.
Tuesday, 23 August 2016
Tuesday, 26 July 2016
4 Factors Why Wealth Management is necessary for Family Offices

Family offices are an outsourced solution for financial and investment management of affluent families or individuals. Primary factors to establish a family office include: need to preserve family wealth, consolidation of assets, ensuring transfer of wealth to future generations and dealing with unexpected liquidity influxes. Private wealth management advisors are employed by family offices to review...
Wednesday, 29 June 2016
5 Mistakes that You Must Avoid When Investing in Stock Markets
Many investors keep making the same mistakes without realizing what went wrong. The reason is simple - they lack a basic understanding of how investments work, and most importantly they do not have someone to guide them. In this blog post, we discuss some of the common mistakes that most investors make and ways to help you tackle these problems.
1. Lack of Proper Planning
“Failing to plan in planning to fail”. It’s your hard earned money and you can’t just lose it like that, and therefore,...
Tuesday, 26 April 2016
The Importance of Professional Asset Tracking Services to Business
Defining Asset Tracking
The value of the assets that an organization holds at any given time plays a major role in determining its market valuation. Businesses should, therefore, take pro-active steps to monitor their assets to regulate performance, and take measures in time if they feel that the asset valuation is dipping at an abnormal speed. Businesses can count on professionals providing asset tracking solutions in India for monitoring assets movements. Businesses can then focus...
Tuesday, 15 March 2016
Common Mistakes People Make at the Time of Estate Planning

Estate planning is still at a developing stage in India. This is mainly due to the lack of awareness about the importance of estate planning. There is a common notion that only people, who have an abundance of assets can make a will, and their assets will be equally divided among their heirs. On the other hand, there are others, who procrastinate their estate planning thinking that they will do...
Thursday, 28 January 2016
Do You Know How ‘Power of Compounding’ Can Multiply Your Investment?

Very few investors realize that they can create a good corpus with as less as 10% - 12% annual returns. All it needs is a little bit of patience and a strong belief in the power of compounding. Simply put, gaining from compounding interests involve reinvestment of income and the principal, year after year. To get a better understanding of how compounding interest helps substantially increase the...
Wednesday, 30 December 2015
Private Wealth Management: An Essential for Affluent Individuals and Families

Private wealth management provides an investment plan that incorporates portfolio management via an asset tracking solution, financial planning and many other services for high-net-worth individuals and families. Under private wealth management, a wealth manager handles the financial situation of clients to help them achieve their short-term and long-term financial goals. Wealth managers help...
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