Client Associates
Transactions support and documentations filling and execution MIS on daily basis with weekly updates. Transaction Analysis and coordination Data Management Service support for the advisor/relationship team which will include: Providing daily updates to the advisor/ relationship team on actionable/ open…
Transactions support and documentations filling and execution MIS on daily basis with weekly updates. Transaction Analysis and coordination Data Management Service support for the advisor/relationship team which will include: Providing daily updates to the advisor/ relationship team on actionable/ open…
About Client Associates Client Associates (CA) is India\'s first and largest "Multi Family Office Firm" founded by senior private bankers to provide a professional platform of private wealth management services in India. Founded in May 2002, the firm operates out…