Clay Financial Services is a boutique and independent wealth management firm built on a simple belief: money is deeply personal, and the advice around it should be too. The goal is to focus on Clarity, Longevity, Alignment & Yearning based wealth management for clients.

After two decades in wealth and asset management, Our Founder & Chief Wealth Architect (Amit), founded Clay with a simple purpose: to bring a more personal, independent, and strategic lens to how families build, preserve, and pass on wealth.

Clay works closely with HNIs, UHNIs, and Family Offices — helping them align their portfolios, goals, and legacies.

Our approach goes beyond investments. We focus on:

- Wealth Management (Multi-Asset Approach) – Designing portfolios that balance growth, stability, and opportunity.

- Cost, Risk & Tax Optimisation – Structuring investments to work harder, smarter, and more efficiently.

- Succession & Wealth Planning – Ensuring smooth intergenerational transitions and family governance.

- Cross-border Investment Solutions – Enabling global diversification with compliance and strategic intent.

- 360° Consolidated Reporting – Providing a single, clear view across wealth managers, entities, and investments.

- ‘Personal CIO’ for Family Offices – Offering strategic oversight and decision support as a trusted partner.

At Clay, every relationship begins with understanding what truly matters to you — and crafting a roadmap that keeps your wealth aligned with your vision, values, and purpose.

Clay Financial Services Private Limited is a AMFI Registered MF & SIF Distributor (ARN 345636) & APMI Registered PMS Distributor (APRN 07680).

Clay Financial Services

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