Client Associates & Kaizzen: Fortifying Financial Awareness Across Tier 2 India

Client Associates is a multi-family office and private wealth management firm. Based out of Gurgaon, it has signed up Kaizzen to amplify financial awareness in Tier 2 cities of India. In the last 22 years, CA has built a strong presence across metros such as Gurugram, Mumbai, Kolkata, Hyderabad, Chennai, Bengaluru, Patna, Kochi, and Ahmedabad.

This partnership addresses two mutual commitments: strategic communications that strengthen this brand presence and corporate reputation management aimed at strengthening both brand and spokesperson visibility. CA looks to tap into the expertise offered by Kaizzen in the extension of reach and impact into Tier 2 cities so more people and families benefit from informed wealth management practices.

It will cover such issues as Estate Planning, Immigration, Tax, Alternate Investments, and Private Wealth Management, to name a few, through a set of exclusive knowledge sessions with its HNIs and UHNIs families. These shall bring about preparedness and financial literacy among HNIs and UHNIs.

Over the last couple of years, CA has collaborated with almost all major industry associations of HNIs and UHNIs for client engagement programs and webinars ranging from най nevidently provides valuable insights into wealth management, estate planning, and investment strategies that enable families to ensure better financial well-being.

According to Amit Chauhan, associate VP – marketing and PR, Client Associates, “The rising number of HNIs and UHNIs across Tier 2 cities presents an humongous opportunity to drive financial awareness and literacy. Client Associates is a single window solution for financial requirements of HNIs and UHNIs. Our acumen and expertise in wealth preservation and creation — with a legacy of 22 years in handling the wealth of more than 1100+ families — must reach all geographies in India.”.

“CA believes in creating experiences that will captivate and be memorable for our clients. Our idea of financial education, essentially, is very much more than a transfer of information. It needs to be interactive and immersive to hit a personal level. By fusing data-driven insight with Person-to-Person interaction, we ensure our clients feel deeply connected with their financial strategy.”. It is in this very sense that the approach forms a foundation of informed decisions made by clients who generally learn to trust and empower our services. With this partnership with Kaizzen, we are looking at achieving just that, and extending this to these emerging markets,” added Chauhan.

Vineet Handa, founder and CEO of Kaizzen, further added, “We are beyond thrilled to enter this partnership and have some fantastic times ahead while engaging with innovative and high-impact communication strategies. Through the years, spanning over a period of sixteen years, Kaizzen has offered its services in the BFSI segment and built a niche for itself in the segment. The current mandate will further build our strengths in this vertical.”.