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.
Testimonials
“At the end of the day, I want to be working with people who know their stuff and love it as much as Klay does.”
“They take every bit of feedback very well, there’s no such thing as a firm limit or ‘that’s the way we do it here’.”
“They don’t just say yes to your ideas, they test it and challenge you. Proactive, reliable...they follow up.”
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