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AUM-based fee aligns our interest with that of clients'
Financial Express Pune
|September 12, 2025
Client Associates is India's first and the largest multi-family office (MFO) wealth manager in terms of the number of families and the size of assets, according to industry estimates.
The firm, founded 22 years ago by private bankers Rohit Sarin and Himanshu Kohli, oversees assets worth more than $6 billion of over 1,000 family offices (FOs).
Sarin tells Nesil Staney about the evolution and advisory structure of the business. Excerpts:
How has the family office business evolved?
We work as the CFO running family offices of our clients, helping them to manage their wealth across asset classes. We also help families solve issues regarding succession and estate planning, lending solutions, buying and selling of real estate, international investing and global mobility services, etc.
What is your investment philosophy, and how do you tailor it to individual family needs?
Cette histoire est tirée de l'édition September 12, 2025 de Financial Express Pune.
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