Wealth Planning – 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.

Wealth Planning

Effective succession planning

Effective succession planning

When a legacy has to be planned for, our expertise and experience will be by your side.

Succession planning not only needs careful navigation, but utmost delicacy. Numerous financial implications line the path to a smooth transition to the next generation and our job is to ensure your legacy is realised fully.