Who we are
ClientsFirst (CF) is founded by Ex Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.
While laying foundation of CF, we were guided by a single minded client centric approach and our practice model is built around the very needs of a client.
Clients First was founded in June, 2012 and operates out of registered office in Lucknow.
A typical Private client of CF is an informed and knowledgeable Client family which has and is creating Private Wealth. Together they constitute the most successful section of our society. They are high profile Corporate Heads, Successful professional and entrepreneurs and Eminent Business Owners.
Our Values
Like human beings every organization too is driven by the values it believes in. We too have our cherished values which defines the character and culture of the firm.- Client Centricity: We put our clients' interests first. Our position as a leading multi-family office is a proof that if we serve our clients well, success will follow.
- Excellence: We have an uncompromising determination to achieve excellence in whatever we undertake. We take great pride in the professional quality of our work.
- Trust: Trust is the bedrock of our business which cannot flourish unless both clients and people trust the platform. We achieve this by being transparent in our relationships with all stakeholders - our clients, our people and our partners.
- Integrity and Honesty: Since trust is the foundation of our business, we expect our people to maintain high ethical standards in whatever they do, in both their work life as well as their personal lives.
- Confidentiality: Since we are in a profession that receives a lot of confidential information, we understand the importance of it. To breach confidentiality is unacceptable.
- Commitment: The ownership of our people to deliver on promises to our clients is far higher than what one finds in most other organizations. We believe that dependability of our people gives immense comfort to our clients engendering trust and long term relationships.