PClient AssociatesExecutive Cockpit

Company Hierarchy

One company, three reconciling structures — the management org, the operating brands, and the legal entities behind every transaction.

Client Associates · FY26 (modeled)
India's largest multi-family office
296 employees · 0+ US sites · 1 countries
🧩 Operations & Digital Transformation JourStep 2 of 7 · the three lenses (org · brand · entity)Ontology & MeshOrg Group 360All journeys
● LiveBuilt forCEO / Board· how the company is actually runFinance / FP&A· entity ↔ brand ↔ office groupIntegration PMO· which entities aren't merged yet

A group is never one clean tree. Client Associates is one platform seen three ways — who reports to whom (org), which brand sells the work (brand), and which legal entity books it (entity). They only reconcile through the office, which is why the same acquisition shows up as a brand here, a leader there, and a data-grain gap on the map.

Data backing: org (theorg.com · Client Associates PRs) · brand registry (M&A lineage) · business_unit · region · site
Drill any lens

Click a leader or brand → its offices and P&L

Pick a business unit or a brand to see the offices underneath and how much of the money is office-grain actual vs AI-allocated.

By business unit
By brand

Client Associates Multi-Family Office

Portfolio Management · All India · acquired 2023 · In progress
Office-grain coverage
0%
Revenue
$0K
Recurring (ARR)
$0K
Gross profit ~34%
$0K
Offices · devices
0 · 0k
Where the revenue is booked$0K actual · $0K estimated

NaN% is office-grain actual; the rest is AI-allocated from area/region postings while integration completes — shown as an estimate, reconciled to the area total.

Offices (0)

No mapped office — this entity reports through a shared/area ledger.

Lens 1 · Management org

How the company is run

CEO → business-unit presidents + corporate functions. Note: the Fire BU is run through its acquired-brand GMs.

Himanshu Kohli
CEO & Founder Partner
Business units (P&L owners)
Head of Real Estate Advisory
Real Estate Advisory
VP, Audit & Controls
VP, Client Onboarding
Operations
VP, Audit & Controls
VP, Digital Transformation
Technology
VP, Audit & Controls
VP, Portfolio Analytics
Portfolio Management
VP, Audit & Controls
Corporate functions
Rohit Sarin
Co-Founder & Board Member
Strategy
VP, Client Engagement
Ashish Sharma
Chief Technology Officer
Technology
Kanika Gupta
Vice President HR
People
Priya Mehra
Senior Advisor, Portfolio Management
Portfolio Management
Head of Compliance & Risk
Compliance
VP, Audit & Controls
Head of Wealth Advisory
Wealth Advisory
VP, Audit & Controls
Head of Investment Banking
Investment Banking
VP, Audit & Controls
Head of Multi-Family Office Services
Multi-Family Office
VP, Audit & Controls
Read this: The largest units are run by their own leaders, with newer units operating through their own teams — each with a dedicated GM. That's a structural tell: the most-integrated brands became the operating spine of a business unit, while newer deals still sit as standalone entities.
10
Operating brands
under one platform
9
Acquired since 2020
of the 21+ total tracked
4
Fully integrated
on the common ledger
5
Still integrating
standalone / partial
Lens 2 · Operating brands · Lens 3 · legal entities

Client Associates → business unit → brand

Each acquired brand is also a legal entity that books revenue; the colour rail is its business unit, the badge its integration state.

Portfolio Management· $8.48M · 4 brands
Client Associates (organic / CTSI base)
Delhi NCR · core platform
Core

Discretionary PMS portfolio for UHNW Arora Family Office.

books at office grain (on common ledger)
MCEF-Alpha
Mumbai · acq. 2021
Integrated

Mid-cap equity fund for portfolio diversification.

books at office grain (on common ledger)
Client Associates Multi-Family Office
All India · acq. 2023
In progress

Portfolio management system for client assets.

books at area level (AI-allocated)
CA Investment Banking
All India · acq. 2024
Early

Real-time compliance monitoring for client portfolios.

books at region level (legacy)
Wealth Advisory· $10.88M · 4 brands
Gurgaon Tech Park
Delhi NCR · acq. 2021
Integrated

Prime real estate asset managed for client portfolios.

books at office grain (on common ledger)
CA Compliance Engine
All India · acq. 2021
Integrated

Comprehensive family office services for UHNW clients.

books at office grain (on common ledger)
Star Asset Security / Ion247
Delhi NCR · acq. 2023 · Priya Mehra
In progress

Real estate investment and advisory for HNW clients.

books at area level (AI-allocated)
CA Real Estate Advisory
Chennai · acq. 2024
Early

Newest tracked deal (~Nov 2024) — earliest in integration.

books at region level (legacy)
Investment Banking· $4.84M · 2 brands
Arora PMS-2024
Mumbai · acq. 2022
Integrated

Capital raising and transaction advisory arm.

books at office grain (on common ledger)
Miles PMS
Chennai · acq. 2024
In progress

AV / integration.

books at area level (AI-allocated)
Why it matters

The three lenses only reconcile at the office

A single job is booked by a legal entity, sold under a brand, owned by a BU leader, and delivered from an office in a region. AI keeps them tied.

The chain, end to end
Legal entity (e.g. Client Associates Multi-Family Office, Inc.)
  → Operating brand (Arora PMS-2024)
    → Business unit
      → Office (San Jose, CA)
        → Region (West)
How AI holds it together

Entity resolution maps each legacy entity/brand/office code to one node, so a number can roll up by any lens — by leader, by brand, by BU, or by geography — and still tie to the same total. Where a recent entity still books at region level, the office and brand figures are AI-allocated and flagged, not invented.

By BU
3 units
Fire · Security · Integration
By brand
10 brands
4 integrated
By region
6 regions
real state footprint
By leader
12 execs
CEO → BU + functions