Leading the way in Dehradun, India
Unlocking financial
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Platform
Your journey to prosperity starts here with expert guidance and personalized solutions.
Community
We are a community of like-minded individuals helping you to nuture your wealth.
services
Products & Services
Our Product Suite is a one-stop shop solution for all your investment needs. Our offerings ensure that an individual can pursue his Financial Goals through a customized plan. A plan which will not just encompass wide range of products and services but also derive maximum benefit from asset allocation. Our offerings include:
Mutual funds
A mutual fund is a type of professionally managed collective investment vehicle that pools money from many investors to purchase securities. Mutual funds are generally classified by their principal investments. They are managed by fund managers.
Structured Products
A structured product, also known as a market-linked investment, is a pre-packaged investment strategy based on derivatives whose returns are linked to an underlying index such as the Nifty or a basket of stocks or debt issuances, interest rates or even foreign currencies. Structured products are privately placed and typically offered to high net worth individuals. Structured products are issued typically in the form of NCD's.
PMS
PMS or Portfolio Management Service is a specialized investment vehicle that offer a range of specified investment strategies to manage portfolios predominantly in equities. The most important benefit of a PMS is the customized and consultative approach applied behind every investment decision.
Alternative Investments
Other than the traditional investments like stocks, bonds, gold, real estate and cash, there are alternative investment options available. Some of these are: Private Equity Hedge Funds Managed Futures Distressed Debt
Insurance
Insurance plans are investments that protect you and your family against an uncertain future. We offer all type of insurance policies to suit you and your family requirements. These include both life & non-life products.
Real-Estate Services
Purchase, sale and renting of Property are also a part of our forte. Real estate today is the most tangible form of Investment. With the growing prices of Property in India, this has fast become the investment choice of many investors. The other options available in this space are Real-Estate PE funds, Real-Estate Yield funds which are also gaining prominence among HNI investors.
Estate Planning Services
Estate Planning enables you to protect your wealth and helps in smooth transfer of it to future generations. It involves a plan and a well thought-out approach to transfer your assets to the future generations according to your wishes and objectives by effective management and preservation of your assets.
Fixed Income Products
Fixed Income Products are those which provide a fixed amount of income at regular intervals. There is no risk to capital in these instruments but income is lower than market based investment. These products are for those who have a low risk taking capacity and need a regular income. These include FD's, Tax free bonds, NCD's, Capital Gain Bonds etc.
About us
Who Are We?
Client Alley, established in June 2014 by Achin Jain and Nitin Avasthi, stands out as an Investment Consulting Initiative rooted in the extensive expertise of its founders in Private Banking and Wealth Management. With a collective experience exceeding three decades, the company has made significant strides within the span of less than 10 years, earning accolades and awards on a national level for its exemplary work in the field of Wealth Management Advisory services.
Our Objective
The core objective of Client Alley is to function harmoniously with investors, guiding them through every step of their financial journey. This comprehensive approach begins with identifying the investor's financial goals and continues by strategizing a tailored plan of action. The company remains committed to working in tandem with the investor until these financial objectives are successfully achieved.
Extra Ordinary Team
What sets Client Alley apart is its dedicated team of professionals, each specializing in specific domains crucial to wealth management. This multidisciplinary panel includes Chartered Accountants, Lawyers, Tax Consultants, Real Estate Consultants, and Financial Investment Analysts. This diverse skill set ensures that the company can provide accurate and holistic solutions tailored to the unique needs of its clients.
Our Commitment
Client Alley's proficiency extends to dealing with a wide array of investment avenues and asset classes. This broad perspective allows the organization to offer comprehensive advice, ensuring that clients can navigate the complexities of the financial landscape with confidence. The company's commitment to quality, expertise, and personalized service underscores its success and recognition in the realm of Wealth Management Advisory services.
our team
Experience blended with Professionalism
Introducing the brains behind client alley.
Nitin Avasthi
Co-Founder
Nitin Avasthi boasts a rich 23-year career navigating the intricacies of investment management and portfolio oversight across diverse asset classes. His seasoned expertise caters to High Net Worth Individuals, families, trusts, and corporates. Prior to his tenure at Client Alley, Nitin served as a Private Banker in prominent multinational banks, culminating in his role as a founder member of Max Group Antara Senior Living. His professional journey encompasses adept handling of real estate matters. Commencing as a banker for Non Resident clients at ICICI Bank, he excelled in addressing NRI intricacies in banking and financial services. Nitin then broadened his portfolio, becoming an advisor and banker to resident High Net Worth Individuals with HDFC Private Bank and Standard Chartered Investment Advisory. Certified as a Financial Goal Planner affiliated with American Academy of Financial Management (AAFM) and holding a Mangement Development Program (MDP) certification from IIM Indore, Nitin completed his MBA in Finance and Marketing from Dayal Bagh University. Furthermore, he obtained a Post Graduate Diploma in Financial Planning from Punjab Technical University following his graduation in B.com (Hons).
Achin Jain
Co-Founder
Achin Jain, with an impressive 18-year track record has been managing investments and portfolios across diverse asset classes. His professional journey includes pivotal roles as a Private Banker with esteemed multinational banks, most recently at Standard Chartered Priority Banking, where he adeptly handled investment portfolios for Priority clients. Prior to that, Achin served as an Investment Advisor at HDFC Private Banking and honed his skills as an equity specialist and advisor at Reliance Securities. Embarking on his career as a Wealth Manager for ICICI Bank Wealth Management Services, Achin has consistently demonstrated expertise in navigating complex and structured products across various asset classes. Achin possesses a diverse academic background, having graduated with Honors Degree in Bachelor of Engineering in Computer Science from Roorkee. Subsequently, he completed his post-graduation, MBA specializing in Finance and Marketing at Pune University. Achin is also acknowledged as a Certified Financial Goal Planner, affiliated with the American Academy of Financial Management (AAFM). Furthermore, he holds a Management Development Program (MDP) certification from the prestigious Indian Institute of Management (IIM) Indore. This certification is indicative of Achin's commitment to continuous professional development, specifically in the realm of management skills.
Bhavna Rawat
AVP & Branch Manager
She is a professional with a background in the Hospitality sector, seamlessly transitioned into the Finance industry. She has been serving as the Branch Manager during her extensive 9-year tenure at Client Alley, which highlights her commitment and strong leadership skills within the organization. Having completed her graduation from Institute of Hotel Management, PUSA, she had a 3-year experience in the hospitality industry with luxury Hotel Chains like The LaLit and Park Hyatt. Bhavna’s experience in managing high net worth individuals and celebrity clients indicates her proficiency in delivering specialized and high-quality service tailored to discerning customers.
Shivani Puri
Senior Service Manager
Meet Shivani Puri, a professional with an impressive 8-year tenure at Client Alley, where she has been serving not only as a dedicated Service Manager but has been an integral part of the team. Hailing from Dehradun, Shivani completed her schooling at the Convent of Jesus and Mary and further pursued her graduation and B.Ed in the same city. Her commitment and expertise make her an invaluable asset to the Client Alley team, contributing significantly to their success over the years.
Nivedita Karki
Senior Service Manager
She brings 6 years of expertise to her role at Client Alley, where she adeptly manages all aspects of client services, with a focus on high net worth individuals. Her proficiency extends to the operations department, along with a comprehensive skill set in the financial sector. Nivedita’s academic foundation is rooted in economics, having completed both her Honors and Masters degrees from MCM Dav College for Women, Panjab University. Her formative years at St. Joseph’s Academy, Dehradun, laid the groundwork for her educational journey. In addition to her accomplishments at Client Alley, Nivedita has expanded her professional horizon by serving as a business development executive at Delhivery.
Geetika Vatsa
Senior Service Manager
Her professional journey is a testament to her unwavering dedication and expertise in the fields of finance and service management. Equipped with a post-graduate degree in MBA Finance from the esteemed Banasthali Vidyapith, Geetika embarked on her career at HDFC Bank Ltd, where she dedicated more than 5 years to honing her skills and making a significant impact in the financial sector. Her transition to Client Alley marked a pivotal moment in her career. As a Service Manager for the past 5 years, she has consistently demonstrated an exceptional ability to lead, inspire, and drive positive change within her team and the organization as a whole.
Pramila
Manager | Share Trade Services
She is a highly accomplished Share Market Manager, bringing 6 years of expertise to her role at Client Alley. Holding a master's degree in economics from MKP College, Mussoorie, she has accumulated a wealth of knowledge and skills over her 14-year career in share trading. Pramila's commitment and educational background position her as a seasoned professional in the dynamic world of financial markets.
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FAQs
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