services

Wealth Management

Combining Personalised Service with institutional rigor to create lasting impact

True partnership

We truly take the time to understand you and your family’s needs through our commitment of partnering with no more than 20 clients on average per advisor.

We take a long-term perspective when designing solutions to preserve wealth for future generations.

Built around you

Our open architecture model gives you access to holistic solutions, private markets and consolidated insights from over 5,000+ analysts with 3rd party global institutions.

Our asset-based fee structure provides you the value-add our seasoned advisors bring.

Smart systems

We are continuously innovating our technology to provide you with access to leading investment ideas that keep you ahead of the curve.

We leverage proprietary technology to feed our think tank with new market opportunities daily.

Alternative thinking

Our boutique culture encourages debate to bring unmatched diversity of thought.

We are relentless in getting to the “why” behind what our clients want to do, and do not stop until we get to the right solution for each situation.

Sub-Services

Portfolio Solutions: DPMS

The Portfolio Manager shall independently manage the Funds and Securities of the Client in accordance with the provisions of the Portfolio Management Services Agreement.

Portfolio Solutions: NDPMS

The Assets will be managed as per express prior instructions issued by the Client from time to time. The Client will have complete discretion to decide on the investment.

Investments: Equity

High conviction direct equity ideas for long-term wealth creation.

Investments: Fixed Income

Value-based fixed income ideas focusing on entities with solid credit fundamentals.

Investments: Mutual Funds

Robust quantitative & qualitative framework to filter the most appropriate funds.

Investments: Equity Derivatives

Comprehensive portfolio hedging and re-balancing strategies.

Investments: Structured Products

Bespoke products to express a range of risk-return views.

Investments: Alternative Investments

Potential for high returns on alternates for sophisticated clients.

Investments: Currency Derivatives

Hedging client portfolios against international vulnerabilities.

Investments: Commodity Derivatives

Effective portfolio diversification through commodity exposures.

Klay Insights

1H 2025 for Indian Equities

By: Ravi Malani

Jan 2025

The road ahead seems to be ridden with speed breakers due to multitude of factors casting their dark shadows which shall not be period of easy returns as compared to last few years

Equity Gain: Real or a Mirage?

By: Uday Vikram

Nov 2024

Investors may feel optimistic about the impressive rise in their equity portfolios, but beneath the surface, the story isn’t as remarkable.

Pandanomics and Animal Spirits

By: Aadil Ebrahim

Oct 2024

Earlier this year, during one of our Klay Rally-Up Series webinars, I was asked what could make me more positive on China, given my bearish stance on both economic and earnings growth despite attractive valuations. My answer was simple: We need to see Premier Xi Jinping give Alibaba’s founder, Jack Ma, a big, very public hug. The Chinese markets peaked in February 2021, just a few months after Jack Ma’s infamous speech criticising the Chinese government

US Fixed Mortgage Rates

By: Akshat Kumar and Aarushi Gupta

Aug 2024

The predominance of 30-year fixed-rate mortgages in the U.S. housing finance market has slowed the pass-through of the Federal Reserve's interest rate hikes to existing borrowers. This is because most U.S. households had locked in ultra-low mortgage rates before the Fed began raising rates in 2022.

Reindustrialisation vs Strong Dollar

By: Uday Vikram

Jan 2025

Donald Trump began his second term with less drama than anticipated, at least on the tariffs front. His agenda—bolstered by strong U.S. economic growth—has led to the strongest dollar since the early 2000s. However, this strength poses a key challenge: reducing the trade deficit becomes increasingly difficult with a high dollar.

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