Personal conversations
We begin by understanding the requirement before discussing a product category.
About us
A local financial-services practice supporting individuals and families in Bareilly with informed investment, insurance and planning decisions.

Who we are
Alliance Investment Associates provides mutual fund, SIP, health insurance, motor insurance, bonds, fixed deposit and financial planning support in Bareilly. We help clients understand available options and the factors that matter before they decide.
Our conversations consider goals, time horizon, liquidity, protection needs and comfort with risk. We do not promise guaranteed investment outcomes or claim that one product is suitable for everyone.
“Good financial decisions begin with clear information, realistic expectations and a plan that reflects the person behind the numbers.”
Why choose us
Our service is designed to make financial and insurance choices easier to understand, from the first conversation through implementation and review.
We begin by understanding the requirement before discussing a product category.
Important features, limitations, risks and costs are explained in practical language.
Support spans mutual funds, SIPs, insurance, bonds, deposits and financial planning.
Clients can return for reviews, renewals and service support where applicable.

Our consultants

Founder, Alliance Investment Associates · Investment Manager · 35+ years of experience
Direct consultation support
Call 9319060600
Talk to Alliance Investment Associates about your requirements.