Alliance Investment Associates

About us

About Alliance Investment Associates

A local financial-services practice supporting individuals and families in Bareilly with informed investment, insurance and planning decisions.

Alliance Investment Associates team in Bareilly
35+Years of experience

Who we are

Financial guidance built around clarity and personal service

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

Practical support for important financial decisions

Our service is designed to make financial and insurance choices easier to understand, from the first conversation through implementation and review.

Personal conversations

We begin by understanding the requirement before discussing a product category.

Clear comparisons

Important features, limitations, risks and costs are explained in practical language.

Investment and protection

Support spans mutual funds, SIPs, insurance, bonds, deposits and financial planning.

Continued assistance

Clients can return for reviews, renewals and service support where applicable.

D K Singh at the Alliance Investment Associates office

Our consultants

Meet the people behind Alliance

D K Singh

D K Singh

Founder, Alliance Investment Associates · Investment Manager · 35+ years of experience

Direct consultation support

Call 9319060600
Ronit S Tomar

Ronit S Tomar

Financial Consultant & Insurance Advisor

Direct consultation support

Call 9997254191

Need Help With Your Investments or Insurance?

Talk to Alliance Investment Associates about your requirements.

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