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Client Associates (CA), India's largest multi-family office by number of families and assets under advisement, announced today the expansion of its presence in Kerala with the launch of a new branch in Kochi. This expansion brings CA's national presence to nine branches across India. 

With this expansion, Client Associates aims to build a team of seasoned wealth management professionals in Kochi and offers the firm's comprehensive suite of services, including family office, estate planning, investment banking, real estate advisory, and lending solutions, to clients in Kochi and the surrounding region.

Given its unique and growing wealth landscape, Kerala presents a strategic opportunity for the firm’s expansion and growth. The state’s wealth industry is represented by many high-net-worth individuals and billionaires who have accumulated wealth through international ventures and high savings channeled into bank deposits and physical assets. The South India Wealth Management market is experiencing rapid growth, particularly in Kochi. It is expected to see a substantial increase in high-net-worth individuals (HNWIs) in the near future.

India’s robust economic growth, coupled with diverse investment opportunities, is attracting NRIs to invest in India. There is a growing trend of NRIs returning or redirecting their wealth to India, particularly in Kerala, given its large NRI population. This injection of NRI wealth into the Indian financial market further enhances Kerala's status as a prime market for wealth management services. 

Client Associates' unique value proposition lies in its comprehensive multi-family office services, personalized approach, and experienced team. Founded in 2002, Client Associates is the country's leading wealth management provider, currently advising over 1100+ HNWIs and UHNWIs across India, managing over $6.1 billion in assets, and supported by a team of over 250 professionals.

Rohit Sarin, Co-Founder of Client Associates, said, "We are thrilled to establish our presence in Kochi, a city brimming with entrepreneurial spirit and economic dynamism. The expansion allows us to serve a broader clientele across Kerala, including Thrissur, Kollam, Thiruvananthapuram, Kottayam, and Kozhikode.” He was accompanied by Joseph Mathew, Executive Director, and Madhu Kumar P, Associate Director, while making the announcement."

The expansion demonstrates Client Associates' commitment to bringing global best practices in wealth management to different parts of India. The firm's independent and client-centric approach ensures that clients receive unbiased advice. The expansion would enable Client Associates to provide local HNWIs, UHNWIs, and NRIs access to comprehensive wealth management solutions tailored to their specific needs. 

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