Client Associates Gurugram, Haryana

A case study approach to assess and advice private clients on their need to protect their existing & future assets by way of structured insurance. As an independent wealth management firm we are able to source the best protection solutions for our private clients.

Some of the ingredients of this process are: Financial Diagnostic (define aspirational needs, determine risk appetite and strategic asset allocation). Sourcing Best Fund Managers & Investment Ideas. Execution & Investment Performance Monitoring. Risk Management.

A family's wealth usually has a significant portion allocated to Real Estate assets making it an integral component to be considered in order to be able to provide comprehensive wealth management services. Our in-house real estate vertical, The CARE (Client Associates Real Estate) Desk, was set up to achieve the same.

A platform for indian investors investing in the uk and other international markets - capabilities in financial assets as well as uk real estate.