ClientAlley - Private Wealth Management is an Investment Consulting Initiative started by two bankers Nitin Avasthi and Achin Jain with an experience of over a decade into Private Banking and Wealth management Services.
The Company since its formation in June 2014, has earned recognitions and Awards at National Level Platforms for its qualitative work in the field of providing Wealth Management Advisory services across all asset classes to investors.
The organisation is formed with the sole aim to work in synergy with investors and keep mentoring their investments throughout the path, right from identifying their financial goals, strategising their plan of action, working with them in tandem till they achieve their financial Goals.
We are a team of professionals trained specifically on the subject, and have gained experience in dealing with all investment avenues and asset classes. We also provide end to end solutions in Investment Management, Goal Planning, Tax consulting, Real Estate Advisory and Foreign Exchange Consulting.
On our panel we have a team of Chartered Accountants, Lawyers & Tax Consultants and Real Estate Consultants to provide accurate solutions catering to the clients needs.
To become the firm of choice for employees, the advisor of choice for client and the investment of choice for stakeholders.
To build long term stake holder value.
To provide progressive and superior financial solutions. Creating value and making a differance.
To inspire moments of optimism and happiness.