Page 24 - 10 Most Promising Risk Management Consultants 2019

Client Alley Private Wealth

Management

Our values: until they achieve their financial Fixed Income Products
Goals.
EARN Insurance
We are a team of professionals
To become the firm of choice for trained specifically on the subject, Structured Products
employees, the advisor of choice for and have gained experience in
client and the investment of choice dealing with all investment avenues Real Estate Services
for stakeholders. and asset classes. We also provide Portfolio Management Service

SAVE end-to-end solutions in Investment
Management, Goal Planning; Tax Estate Planning Services
To build long-term stakeholder consulting, Real Estate Advisory Alternative Investments
value. and Foreign Exchange Consulting.

GROW On our panel, we have a team of Other than the traditional invest-
ments like stocks, bonds, gold, real
Chartered Accountants, Lawyers
To provide progressive and superior & Tax Consultants and Real Estate estate and cash, there are alternative
financial solutions. Creating value Consultants to provide accurate investment options available. Some
and making a difference. solutions catering to the client’s of these are:
needs. Private Equity
LIESURE
Meet the duet:
To inspire moments of optimism Hedge Funds
Nitin Avasthi and Achin Jain,
Our Mission: Co-founders of Client Alley – Pri- Managed Futures

ClientAlley - Private Wealth Man- vate Wealth Management, were Distressed Debt
agement is an Investment Consult- ex- Private Bankers who formed Why us:
ing Initiative started by two bankers the company with an experience of
Nitin Avasthi and Achin Jain with over a decade into private Banking Client Alley invests your money
an experience of over a decade into Arena, working with reputed Indian based on a strategy tailored to your
Private Banking and Wealth man- and MNC Banks, with specializa- needs. We analyse over the last 10
agement Services. tion certifications earned across years of data and choose a combi-
wealth management product and nation of mutual funds that provide
The Company since its formation services and asset classes. you the best returns while protect-
in June 2014 has earned recogni- ing your capital. We constantly
tions and Awards at National Level Products & services: monitor and make improvements to
Platforms for its qualitative work in Our Product Suite is a one-stop your investment to make sure you
the field of providing Wealth Man- shop solution for all your invest- get the most out of your money.
agement Advisory services across ment needs. Our offerings ensure
all asset classes to investors. that an individual can pursue his 1.)Year of Founding: 2014

The organization is formed with the Financial Goals through customized 2.) Office Locations: Uttarakhand
sole aim to work in synergy with plan. A plan, which will not just
investors and keep mentoring their encompass wide range of products 3) Website: www.clientalley.com
investments throughout the path, and services but also derive maxi-
right from identifying their financial mum benefit from asset allocation.
goals, strategizing their plan of ac- Our offerings include:
tion, working with them in tandem Mutual Funds

24 December 2019