Comprehensive Wealth Management
We offer holistic wealth management strategies tailored to your financial goals, risk appetite, and timeline. From portfolio construction to asset allocation, every aspect is customized and regularly reviewed.
Clients Partner
Trusted Fee-Based Wealth Management & Financial Planning Advisory
At Clients Partner, we are committed to delivering objective, personalized, and goal-oriented financial solutions to individuals, professionals, and families across India. We believe that true financial freedom is achieved not by chasing trends, but by creating a structured plan aligned with your life goals.
“Financial freedom is available to those who learn about it and work for it.”
— Robert Kiyosaki
Our Core Services
Goal-Based Financial Planning
Every individual has unique aspirations—be it buying a home, starting a business, or achieving early retirement. Our goal-based planning ensures your financial resources are aligned to your personal milestones with clarity and discipline.
Child Education Planning
Secure your child’s future with focused investment strategies that account for rising education costs, inflation, and international aspirations..
Retirement Planning
Retirement is not an age—it's a financial milestone. We help you build an inflation-protected retirement corpus and structure a tax-efficient withdrawal strategy for consistent post-retirement income.
Real Estate Advisory (Fee-Based & Unbiased)
Make well-informed real estate decisions through professional guidance on location, price trends, regulatory due diligence, financing options, and long-term returns. We do not sell property or take commissions.
NRI Financial & Investment Services
Custom investment portfolios across equity, debt, and hybrid funds—aligned to your goals and risk appetite.
Why Clients Partner?
Product-Neutral Advisory Goal Based.
Ethical, Transparent, and Client-Centric Approach.
Certified Expertise in Financial Planning & Wealth Advisory.
Customized Strategies for Salaried, Business Owners, and HNIs.
End-to-End Financial Planning Across All Life Stages.
Financial & Real Estate Consultant
Anurag Mishra
Founder, Clients Partner | Wealth Advisor | Author | Financial Educator
M.B.A, M.Com, NISM & AMFI Certified
Mr. Anurag Mishra is a seasoned financial strategist with over 15 years of rich experience in the Financial Services industry, having worked with top NBFCs and Banks across India. He has led and managed diverse teams across wealth management, lending, banking, and general insurance, gaining a 360° perspective on how the financial ecosystem truly works.
Before founding Clients Partner, Anurag was associated with Bennett Coleman & Co. Ltd. (BCCL) in Noida, where he worked closely on financial planning for mid to senior-level clients.
He holds a dual degree in Marketing & Finance (MBA & M.Com) from the Institute of Marketing & Management, New Delhi, and is NISM and AMFI certified, ensuring compliance and excellence in professional financial advisory.
Mission
“Being good with money is more about mindset than math.”
After spending years in corporate financial circles, Anurag grew disillusioned with the overcomplicated, jargon-filled advice that failed to truly help Indian families. He believes that real financial literacy starts with clarity, psychology, and simple, actionable strategies.
His mission is clear:
Empower middle-class Indians and NRIs to take control of their finances.
Help them make confident decisions around investments, retirement, and wealth creation.
Protect families from financial mis-selling, EMI debt traps, and lifestyle inflation.
About book Retire Riches
A Practical Guide to Retiring with Dignity in India
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Now available on Amazon, Flipkart, and Kindle
Retire Riches is a step-by-step, practical guide designed to help middle-class Indians plan, build, and enjoy a financially secure retirement—without falling into debt traps, mis-sold products, or unrealistic promises.
Written by Anurag Mishra, a seasoned wealth advisor and founder of Clients Partner, this book simplifies the complexities of financial planning and brings you closer to your dream retirement.
What You’ll Learn:
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• How to calculate your retirement corpus
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• Smart ways to invest for long-term wealth
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• How to avoid financial scams and traps
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• Tax-efficient strategies for post-retirement income
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• Real stories, case studies, and simple tools to take action
“You don’t need to earn crores to retire rich. You need the right plan, the right habits, and the right guidance.”
🛒 Grab your copy now and start your journey towards financial independence and stress-free retirement.
Available on: Amazon | Flipkart | Kindle
Buy NowPrefer to connect first?
WhatsApp: +91-9560712121
“Start where you are. Use what you have. Do what you can — with expert guidance.”
-Anurag Mishra, Founder – Clients Partner
