PClient AssociatesExecutive Cockpit

Evidence

Drill to the actual records behind every number — the open invoices, the offline devices, the duplicate accounts, the at-risk contracts. Sort, filter, and export the work-list.

Client Associates · FY26 (modeled)
India's largest multi-family office
296 employees · 0+ US sites · 1 countries
Drill-to-record · work-the-list · export

Recurring contracts

The contract-level book behind ARR & renewals — surface the at-risk renewals and high-churn accounts to save.

8 of 25 records · $0.1M in viewsource: Service / Contract · ServiceTrade
Sample of the largest/at-risk contracts; total recurring book ≈ $314M ARR.
ContractCustomerBrandService lineMRRARRRenewalChurn riskStatus
CON-2204Sinha & Co.Client AssociatesPX Maintenance$1K$0.0MQ1 FY27HighAt risk
CON-2206Chaudhary FamilyCA Investment BankingCentral Station$0K$0.0MQ1 FY27HighAt risk
CON-2212Sharma GroupClient AssociatesInspection / ITM$1K$0.0MQ4 FY26HighAt risk
CON-2219Bajaj Institutional FundClient Associates Multi-Family OfficePX Maintenance$1K$0.0MQ3 FY26HighAt risk
CON-2221Kumar & SonsClient AssociatesInspection / ITM$0K$0.0MQ3 FY26HighAt risk
CON-2210IBMClient AssociatesMiles PMS Monitoring$0K$0.0MQ4 FY26HighAt risk
CON-2223Regional retail (CA Real Estate Advisory)CA Real Estate AdvisoryCentral Station$0K$0.0MQ4 FY26HighAt risk
CON-2225Regional retail (CA Real Estate Advisory)CA Real Estate AdvisoryCentral Station$0K$0.0MQ2 FY27HighAt risk