At Client Office Associates, we help you balance your investments in Mutual Funds according to your goals and risk tolerance. We also ensure you have appropriate exposure to Corporate Fixed Deposits, Capital Gain Bonds, and FRSBs (Floating Rate Savings Bonds 2020) to safeguard your wealth in challenging market conditions.

Client Office Associates is a financial services company offering a range of solutions, including Public Issues, NCD Issues, and PMS/AIF options, all tailored to deliver strong, risk-adjusted returns. Our approach includes thoughtful asset allocation between Mutual Funds and other investment avenues, along with regular portfolio reviews and rebalancing. We focus on building lasting relationships and providing personalized service to each of our clients.