About Us

We help you start growing your wealth & achieve outcomes!

Committed to combining clarity of insight, longevity-focused thinking, goal alignment, and a relentless yearning for excellence to shape your wealth journey.

About Us

Our Story

At Clay Financial Services, we see wealth as a material that can be moulded with care — shaped by vision and purpose. Just as an artisan transforms raw clay into a work of art, our financial experts sculpt personalized strategies that evolve with your life, ensuring your wealth reflects your goals, values, and aspirations.

Born from the idea that true wealth management requires both art and precision, Clay Financial Services brings together years of experience together to design holistic wealth solutions.

Our foundation lies in trust, transparency, and tailored guidance — values that shape every relationship we build.

Our Mission
At Clay Financial Services, our mission is to bring clarity to wealth and purpose to prosperity — aligning every financial decision with what truly matters, and fulfilling the timeless yearning to create a legacy that endures
Our Vision
"To build a future where wealth serves meaning — empowering every client to live with clarity, act with alignment, and leave behind a legacy that reflects who they truly are."
Our Core Values
Integrity: Every recommendation stems from honesty and fiduciary duty.
Expertise: Deep insights backed by years of industry experience.
Innovation: Strategies crafted to adapt to ever-changing markets.
Legacy: Building financial continuity for generations to come.
clay-misson
banner-tab-1
core-values
Meet Our Founder

Led by Experience. Driven by Purpose.

Guided by experience and vision, our founder leads with integrity to create lasting value for every client.
Amit Dassani
Founder & Chief Wealth Architect
With more than two decades of expertise in wealth and asset management, Amit serves as the Founder & Chief Wealth Architect of Clay Financial Services Private Limited. Under his guidance, Clay aims to establish itself as a trusted partner in delivering tailored wealth management solutions aimed at preserving, growing, and transitioning wealth across generations.

His investment philosophy centers on a holistic approach that integrates investment planning, risk & cost optimization, and estate & succession planing —ensuring every financial decision supports clients’ long-term objectives and core values.

Drawing on an extensive background in private banking and investment advisory, along with professional qualifications including CFP and multiple NISM certifications, he exemplifies integrity, expertise, and forward-thinking leadership. His commitment to excellence and innovation continues to empower HNWIs, UHNWIs, and Family Offices with strategies that blend performance, purpose, and enduring value.

He has previously worked with esteemed organisations like Arnya Realestates Fund Advisors, LGT Wealth India, 360 One Wealth, Motilal Oswal Private Wealth, etc. He has a MBA in Finance from SIMSR, Mumbai and an B.Com (Honours) in Accountancy & Statistics from University of Rajasthan.
New ways to engage and empower clients

Resources that will guide
your decision making.

1. Building Trust

At Clay Financial Services, we believe trust is the foundation of every partnership. Our approach revolves around transparency…

2. Insightful Perspective

We go beyond numbers — offering clarity, context, and strategic foresight. Our specialists analyze financial realities…

3. Strategic Collaboration

Every client’s journey is unique. We work hand-in-hand to define priorities, uncover opportunities, and design actionable strategie…

4. Proven Expertise

Backed by years of global experience, our team brings deep financial acumen and cross-market knowledge…

New ways to engage and empower clients

Resources that will guide
your decision making.

1. Building Trust

At Clay Financial Services, we believe trust is the foundation of every partnership. Our approach revolves around transparency, consistent communication, and tailored financial solutions that create long-term value and meaningful client relationships.
Explore More

2. Insightful Perspective

We go beyond numbers — offering clarity, context, and strategic foresight. Our specialists analyze financial realities and market trends to provide well-grounded insights that help clients make smarter, confident, and future-ready decisions.
Explore More

3. Strategic Collaboration

Every client’s journey is unique. We work hand-in-hand to define priorities, uncover opportunities, and design actionable strategies that align perfectly with their goals — ensuring sustainable growth and measurable success.
Explore More

4. Proven Expertise

Backed by years of global experience, our team brings deep financial acumen and cross-market knowledge. We transform challenges into opportunities through data-driven strategies and long-term investment planning tailored to each client’s vision.
Explore More

Schedule a consultation!

    Clay Financial Services is a full-spectrum wealth management firm that empowers individuals, families, and businesses to grow, preserve, and pass on their wealth seamlessly. Through our tailored solutions in Holistic Wealth Management, Family Office Services, Succession & Estate Planning, we bring clarity, structure, and purpose to your financial journey.
    Contact Us

    Contact Info

    Mumbai | Ahmedabad info@clayfs.in +91 93275 80178 / +91 98334 50490