About Us:

Client Associates (CA) is India's first and largest Multi Family Office, founded by seasoned private bankers to provide holistic wealth management and investment advisory services to ultra-high-net-worth families. Over the years, CA has established itself as a trusted partner to entrepreneurs, business families, and institutional investors, offering bespoke solutions across wealth management, investment banking, and family office services.

Recognized as a pioneer in the industry, Client Associates has received several prestigious accolades, including:
- Best Multi Family Office – AIWMI India Wealth Awards (2018)
- CNBC TV18 Best Financial Advisors Award (Multiple Years)
- Citywealth Asian Family Office of the Year
- Ranked among the World's Outstanding Wealth Managers for Family Office Services by Private Banker International

About the role -

This client-facing role offers the opportunity to work closely with founders, promoters, investors, and senior dealmakers on the end-to-end execution of capital-raising, M&A;, and strategic advisory mandates.





The ideal candidate combines strong analytical capabilities with excellent communication skills and thrives in a quick-paced, entrepreneurial environment.

Key Responsibilities -

Transaction Execution
- Support end-to-end execution of investment banking transactions, including capital raises and M&A; mandates
- Build robust financial models, valuation analyses, investor presentations, pitch books, information memorandums, and other transaction materials
- Coordinate investor interactions and respond to diligence requests during live transactions
- Assist in preparation and review of transaction documentation, including Term Sheets, Share Subscription Agreements (SSA), Shareholders' Agreements (SHA), and other legal documents

Client & Stakeholder Management
- Work closely with founders and management teams to understand business objectives and transaction requirements
- Help clients organize financial informat

📌 Investment Banking (Faridabad)
🏢 Client Associates
📍 Faridabad