Klay Securities

We put you at the centre of it all.

Offices in India, UAE, Cayman Islands, Singapore, Mauritius, UK and Australia
No more than 20 clients on average per advisor
Open architecture model with consolidated insights from over 5,000+ analysts

PMS

Overview

About Klay Securities

Klay Wealth is the brand name used by the Klay group of companies for its India operations. Klay is a boutique financial services firm providing unbiased expertise, tailored financial solutions and best-in-breed technology to clients around the world. Klay is seasoned across the full suite of wealth management and lending solutions services. Through its open architecture model, Klay ensures clients benefit from the combination of institutional rigour and bespoke solutions.

Investment philosophy

The firm skips the fads to invest in insight-driven solutions. It leverages proprietary technology platforms to identify opportunities and manage risk every step of the way. It combines a passion for the markets with analytical excellence and rigorous due diligence. Its unconventional perspective and diverse minds make the difference when a little more is needed. Its model of aligned incentives ensures it shares in mutual success, and clients benefit from candid expertise, freedom to decide and trust that the firm is in it for the long haul.

PMS strategies1

Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.

Strategy

AUM (₹ Cr)

DPMS - Income Portfolio

Team8

Akshat Kumar

Fund manager

Group Head, Fixed Income and Portfolio Manager

Over 15 years of experience in Fixed Income, Asset Allocation and Portfolio Management. MBA from XLRI Jamshedpur, CFA charterholder and certified FRM. Previously associated with Larsen & Toubro and Essar Group.

Ian D’Souza

Chief Executive Officer, India

Chief Executive Officer, India. Leads Klay Wealth’s India business covering wealth management, financing, broking and corporate advisory. Joined Klay in 2017 and has been instrumental in building the India platform. Previously Vice President – Institutional Sales at Deutsche Bank Capital Markets. Began his career in the Indian Merchant Navy.

Nikita Jain

Deputy CEO & Managing Director

Deputy CEO & Managing Director with over 17 years of global financial services experience. Former senior leader at J.P. Morgan across FX & Fixed Income Sales, M&A Advisory and Capital Markets. MBA from IIM Ahmedabad and B.E from NSIT Delhi.

Niren Vora

Vice-President, Compliance

Over 15 years of compliance experience across equity broking, commodity broking, wealth management and depository operations. Chartered Accountant and LLB graduate.

Kalpesh Khakhria

Designated Director

Key managerial personnel of Klay Securities Private Limited.

Vinayak Parab

Company Secretary

Responsible for corporate governance and secretarial compliance functions.

Show all 8 people

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.

Klay Securities

Overview

About Klay Securities

Investment philosophy

PMS strategies1

Team8

Live

Funds

Community

Company