Client First Asia

About
Services

Goal-Based Suitability Assessment

Right Goal-Based Suitability Assessment
solution and tools for our clients.

Risk Management

Manage risk from changing market conditions.

Investment Products

Profane devising strategies to manage your investments.

Estate Planning

Asset and business transition to your successors.
Publications
- Blog
E-Tijori

About
Services

Goal-Based Suitability Assessment

Right Goal-Based Suitability Assessment
solution and tools for our clients.

Risk Management

Manage risk from changing market conditions.

Investment Products

Profane devising strategies to manage your investments.

Estate Planning

Asset and business transition to your successors.
Publications
- Blog
E-Tijori

Reducing the gap between your
financial goals & Your

Investments

Mutual Funds: A Beginner’s Guide to Smart Investing

IS IPO A HOT CAKE?

Why do some investors always make money and some lose?

Services

Our Services

Our priority is to offer you the most appropriate and right advice tailored to your specific requirements. We are committed to delivering a high standard of service which demonstrates our culture of professionalism, dedication and integrity. We offer customized Goal-Based Suitability Assessment & Wealth Management service, developing bespoke solutions to build, grow and protect your assets.

Goal-Based Suitability Assessment

We offer customized Goal-Based Suitability Assessment & developing bespoke solutions to build, grow and protect your assets.

Risk Management

We prepare you for unexpected by helping you to Manage risk from changing market conditions.

Investment Products

Our full time diligence allocate your wealth in such a way which multi-folds your wealth.

Estate Planning

We can help you plan a smooth Asset and business transition to your successors.

INSIGHTS

BLOG

Rich Insights from our experts about
the present scenario of Financial World.

Be The First

Get our updates delivered directly to your Inbox.
Know the regular happenings of Financial Market.

WEBINAR

The Perfect Recipe
For Retiring Rich

We bring to you immersive and insightful conversations
about how you can plan a wealthy retirement.

We believe wealth is not just about numbers — it’s about possibilities. Our purpose is to turn your aspirations into a lasting legacy through disciplined, transparent, and client-first advisory.

Kunjan Gupta

FOUNDER & CEO

AWARDS

Result-driven

Recognition

Mann ki Baat by Ramdeo Agrawal

(Chairperson of Motilal Oswal in FY 18-19)

WINNER FY 18-19

best advisory in Investment Products By Motilal Oswal

WINNER FY 19-20

Best Business partner by Motilal Oswal

NOMINATED FY 17-18

Awarded As Best Investment Partner By SBI Mutual Funds.

FY 22-23

Best Insurance Partner By ICICI Prudential Ltd.

FY 21-22

Best Investment Partner By Invesco AMC

FY 21-22

Awarded As Best Investment Partner By Nippon AMC

FY 22-23

International Introduction to Investment Award

(June 2017)

Value Investing (Online): Making Intelligent Investment Decisions

(May 2021)

Award in Financial Planning

(May 2017)

Awarded as Best Investment Advisor by Nippon AMC

Awarded as Best Investment Advisor by SBI Mutual Funds.

Best Insurance Advisor by ICICI Prudential Ltd.

Best Investment Advisor by Invesco AMC

Happy Clients

I have been a client of CFA since 2015 and would highly recommend their services. They have assisted me with my complex financial structures and I have been more than happy with the results. I have recommended a number of my friends and family to get in touch with them and they also are very happy with the service. I will definitely continue to rave about Client First Asia

We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Your continual advice on goal planning issues has saved us significant amounts of money. May you prosper, along with your clients.

Mr. Kunjan and his team deliver truly professional goal and legacy planning services and put their clients’ interests first – I’d happily recommend him to anyone wanting a holistic personalized service.

I’ve been a client of Dan and the team for the past couple of years. I feel very comfortable and confident they manage our pensions and investments in the best manner that meets our requirements. I have no hesitation in recommending them.

Excellent service. I was kept updated all through the process. Team explained and advised in an easy way to understand manner and were very professional.

Many thanks for preparing our goal plan. We have found it most helpful and were very impressed with the commitment, thoroughness, and professionalism that you put into it. It has definitely helped us in making the key decisions we have to take on retirement.

Reducing the gap between your financial goals & Your