Portfolio Solution – Klay

Klay Solutions


We are an open architecture financial services group providing independent investment advisory and asset management services to high net worth individuals, family offices and institutional clients. We offer substantial experience, expertise and most critically, the one thing without which no financial or investment relationships can exist - trust. Our offerings are divided into two operating businesses to comply with all applicable regulations. Klay Securities Private Limited is a financial advisory and broking company offering portfolio management and investment solutions, equity, equity derivatives, commodities & currency broking and financial products distribution. Klay Finvest Private Limited is a non-banking finance company offering credit solutions including loan against securities, loan against property and business loans.

Discretionary portfolio strategies


Thematic/Diversified

Thematic/Diversified

A strategy focused on delivering superior returns through focused investment in high - growth opportunity themes.

This approach aims to predominantly invest in fundamentally sound & well-researched companies, having superior growth and a sustainable competitive advantage. The strategy orients investment itself around investments that may potentially benefit from changes in a company’s valuation and perhaps also reflect a significant change in the market’s view of the company. The key component of this strategy are stocks that have the potential to benefit from growth in earnings, business re-ratings or higher valuation of asset.

Pharmaceuticals & Healthcare

Pharmaceuticals & Healthcare

Pharmaceutical & Healthcare industry prospects for sustained growth is the guiding principle in this strategy.

The Pharmaceutical and Healthcare industry's sustained growth and positive long term outlook forms the basis for this strategy. Additionally, significant linkages of the sector on global events present value creation opportunities for asset managers with domain expertise. The strategy aims to generate substantial capital appreciation through investment in equity and equity related instruments in companies related to the Pharmaceutical and Healthcare industry in India.

Non-discretionary portfolio management solutions (NDPMS)


Investment solutions with you in control

A critical component

A critical component

The NDPMS offering operates under a multi-asset class, open architecture framework.

Under NDPMS, portfolios of clients are managed only in accordance with client instructions and at their complete discretion. Our portfolio managers provide advice or make recommendations on portfolios / investment strategies customized to each client’s specific needs. All through the decision making remains the client's prerogative.