The first closing of Client Associates’ first fund, valued at around ₹300 crore, has been announced by the wealth management firm. The fund reported that UHNIs and domestic family offices had expressed interest in and participation in it. The Client Associates Alternate Fund (CAAF), a Category-II AIF registered with SEBI, aims to close the fund by the end of FY25 and exercise ₹200 crore of green shoe options in order to contribute ₹500 crore.
The new fund will concentrate on financial services and consumer and consumer-related firms in the Pre-Series A to Series B growth stages. The fund aims to support 12–15 startups, with each business receiving investments ranging from ₹10 crore to ₹50 crore. According to a statement from the business, CAAF “feels there could be value creation opportunities for its Limited Partners (LPs)” and would therefore carefully consider pre-IPO investments.
By offering a complete multi-family office solution powered by unparalleled forecasting skills across asset classes, Client Associates seeks to simplify wealth management. Our guidance aims to enhance anticipated performance by taking into account the evolving future. The foundation of Client Associates was established with the guiding principles of honest, independent, and non-conflicted asset management. Our objective is to assist you in enjoying life as your wealth is managed by our advisers, who are each over a decade of experience as wealth management professionals, using a holistic, global, and yet individualized approach.
A variety of activities are involved in effective wealth management, from difficult and painstaking duties to making large decisions requiring in-depth knowledge of the market. For the past 20 years, Client Associates has offered a full-service wealth management solution that handles everything, freeing you up to concentrate on your passions rather than managing your money.
The ability to concentrate on the wealth management requirements of Indian clients is made possible by our distinct research-based analysis and internationally recognized investing procedures. Year after year, we have outperformed because of this dedication. We track and record our positions with confidence, noting how close they ultimately wind up being to reality. Client Associates is now known for being a very dependable financial management platform.
