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.
