This article showcases our top picks for the best India based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top India Wealth Management Startups
Data sourced from Crunchbase and SemRush.
MobiKwik
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MobiKwik is India’s leading fintech platform, operating businesses in consumer payments, payment gateway, and financial services.
Yes Bank
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YES BANK is a large private sector bank that offers comprehensive banking and financial solution to all its valued customers.
Axis Bank
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Axis Bank is a banking institution offering commercial, corporate and retail banking, and treasury operations.
INDwealth
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INDwealth is an Artificial Intelligence and Machine learning-based wealth management platform for HNI families.
Jupiter
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Jupiter is a provider of digital retail banking services to help users track their expenses.
Scripbox
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Scripbox owns and operates an online investing platform that distributes mutual funds in India.
ICICI Securities
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ICICI Securities is an integrated securities firm.
Kuvera.in
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An online platform for mutual fund investments.
Cube
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Cube is democratising access to the world’s best investments for any global investor.
IIFL Investment Managers
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IIFL Investment Managers is a wealth and asset management company in India.
ёpeople
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A leading financial services firm, which along with its associates, provides.
Edelweiss Global Investment Advisors
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Edelweiss Global Investment Advisors is into wealth management, capital markets, asset management and asset reconstruction.
Karvy Group
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KARVY is one of India’s largest integrated financial services group.
Arthya Wealth and Investments
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Arthya Wealth and Investments is a wealth management and investment advisory firm.
IIFL
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IIFL is a leading financial services company in India.
WealthApp
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WealthApp, realizes the constraints of the working professional and is built so that they spend only the absolute necessary.
Piggy
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Piggy is an investment application that allows direct fund investments.
Goalwise
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Goalwise is a mutual fund investment platform that provides an investment plan to achieve financial goals.
savart
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Savart is a wealth management platform that assists in investing stocks and mutual funds.
Angel Broking
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Angel Broking is a stock broking and wealth management firm.
Old National Bank
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Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
Fincash.com
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A startup in the personal finance space in India .
IFMR Rural Channels and Services
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IFMR Rural Channels and Services provides a range of financial products and services to individuals and enterprises.
HEM ANGELS
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Financial Services, Investment Banking, Private Equity, Fintech
Valuefy Solutions
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Valuefy is a premier investment technology company serving the leading financial institutions in India and across the world.
Client Associates
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Client Associates (CA) is India’s First “Multi Family Office Firm” and provides Private Wealth Management services in India.
5nance.com
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5nance.com is an online financial planning and management platform.
Archway Technology Partners
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Archway Technology Partners, LLC (Archway) is a software and service company.
S&T Bank
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S&T Bank was founded in 1902 as “Savings & Trust Company of Indiana” with a single location in Indiana, Pennsylvania.
Alice Blue
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Alice Blue is one of the most valued Retail Broking Houses in India. We help you trade on BSE & NSE, across multiple asset classes.
WealthDesk
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WealthDesk is a business-to-business-to-consumer (B2B2C) investment-tech platform.
Koshex
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Koshex is a next-gen personal finance and wealth management service.
Miles Software
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Miles Software is a global technology solutions leader in the Wealth, Asset and Portfolio Management space.
ClearMyDues
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ClearMyDues is an company that helps customers in improving their credit scores.
Sheaff Brock
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Sheaff Brock is an investment management firm that offers money management, financial planning and institutional services.
Punjab & Sind Bank
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Punjab & Sind Bank is a public sector bank that synchronizes the human, financial, and technological resources.
WE Investments
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An Investment Management Company based in New Delhi, founded by Soumay Gupta
IFAnow
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IFAnow is a world class advisory platform for the modern advisor.
Clearfunds
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Online, discount mutual fund robo-advisor for India
Trade Plus
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Trade Plus Online is the new revamped online brand of Navia Markets Ltd. and Navia Commodities Broker Pvt. Ltd.
Karvy Stock Broking
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Karvy Stock Broking Limited will help build your investment profile in order to meet your financial goals, factoring in your risk appetite.
FIA Technology Services
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FIA Technology Services offers financial services for social and economic inclusion, livelihood empowerment and poverty alleviation.
Samrat Investments
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Personal savings, Investment management, Funding, Freedom venture & Financial consultancy and Wealth Management.
Moneyjar
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Moneyjar is an online financial ecosystem that provides sophisticated investment advice and seamless transactional platforms at scale.
PrognoAdvisor
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PrognoAdvisor is the first FEE ONLY Digital Personal Financial Advisor from India
RupeeVest
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RupeeVest is an online investment and research platform for Mutual Funds and Corporate Fixed Deposits
All India ITR
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ALL India ITR offers easy income tax return e-filing services within minimum possible time with latest e-filing technology.
Dalal Street Investment Journal
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Dalal Street Investment Journal (DSIJ) is the oldest and the most trusted magazine when it comes to equity investments.
ZEVA ASTRAS Private Wealth Management.
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We are changing the way wealth is managed in India.
Choice Wealth Management
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Choice Wealth Management is an AMFI registered mutual fund distributor.
Maxmywealth
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Maxmywealth is a really intelligent way to save, invest, and reduce taxes.
Dvara Money
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Dvara Money provides neo wealth management services to the newly banked with a vision to empower them towards financial wellness.
Wixifi
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Wixifi is the only robo investment advisory service in India.
Vivekam Financial Services
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Vivekam is SEBI Registered Investment Advisor (RIA) known for its process driven automated products in Equity, Derivatives and Mutual Funds.
Edelweiss Broking
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Edelweiss Broking is dedicated to building long term relationships with clients and empowering them to gain from market opportunities.
SaveDesk
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SaveDesk is the online marketplace for Import Finance in India.
Plus Capital
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Plus Capital provides private wealth management, corporate wealth management, private equity advisory, and merger and acquisition advisory.
Wealth Advisors Pvt. Ltd
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Wealth Advisors is a full-service, client-centric investment solutions firm.
AFII
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Structured Finance, ECA Finance, Asset Finance, Equity leveraging and Securitization, Infrastructure Joint Ventures, Finance and Investments
Wealthy Fox
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Wealthyfox is a decision support system for retail investors.
Kotak Commodities
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Kotak Commodities is promoted by the Kotak family that has decades of experience in commodity trading.
ithought advisory
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ithought advisory is a financial solutions company.
Success Trading
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Success Trading is a revolutionary Investment Management and Artificial Intelligence based Algorithmic Trading firm
StrategIQ Financial Group
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StrategIQ Financial Group is a wealth management and financial advisory service provider company.
Majestic Rise
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Majestic Rise is a wealth management and real estate company based in Tricity.
Elite Wealth
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Elite Wealth focuses on financial Planning, broking, PMS, insurance services and wealth advisory solutions.
ManageMyFortune
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ManageMyFortune is a one-stop personal investment management solution.
SYM Financial Advisors
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SYM Financial Advisors is a wealth management, portfolio management, and financial consulting company.
CAGRfunds
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Financial Planning cum Wealth Management Company
WealthERP
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WealthERP wealth management cum financial services platform.
Right Horizons
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Right Horizons is to provide you end to end wealth management solutions under one roof. From investment advisory.
Goelzer Investment Management
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Goelzer Investment Management consults and controls financial strategies and investments to help institutions and families achieve success.
Axiom Financial Strategies Group
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Axiom Financial Strategies Group is a boutique wealth planning firm focused on business owners, entrepreneurs, and families.
MyWealthJunction
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MyWealthJunction provides a solution for end-to-end wealth management services.
Fundsinn
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FundsInn.com is an online investment platform were individuals can invest and manage a wide range of products.
Trustline Group
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Trustline Group provides investment solutions for corporates, institutions, and retail investors.
BGBC Partners
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BGBC Partners is an accounting firm that provides assurance, tax, wealth management, and consulting services.
Donaldson Capital Management
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Donaldson Capital Management provides investment advisory services.
Maxsimos Techsoft
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Maxsimos was formed with the sole purpose of helping businesses take an idea to market quickly and then scale up rapidly.
Mahler & Co
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Mahler & Co is a CPA firm that offers services in accounting, taxation, IRS auditing and financial planning.
Deerfield Financial Advisors
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Deerfield Financial Advisors is a financial planning firm that advises on financial and wealth management.
Sushil Financial Services
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Sushil Finance provides financial services like wealth management, tax preparation, insurance, and loans.
Ambit
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Ambit provides financial advice and solutions in the areas of investment banking, asset management and wealth management.
American Trust Investment Services
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American Trust Investment Services offers financial services featuring asset allocation, retirement planning and investment products.
Indiana Trust Wealth Management
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Indiana Trust Wealth Management engages in investment management and financial planning services.
Proficio Advisors
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Proficio Advisors is one of foremost Mumbai based transaction focussed Investment bank company located in Mumbai.
AssuredGain
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AssuredGain provides financial planning, portfolio management and wealth management services for individuals and their families.
Guidance Wealth LLC
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Guidance Wealth, LLC is a local, independent wealth management and financial planning firm.
Monroe Shine & Co.
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Monroe Shine & Co. is a public accounting and business consulting firm.
Bonanza Finmart
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Bonanza Finmart offers wealth management, equity broking, financial and advisory services.
The Just Company
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The Just Company offers wealth management, investment, and business consulting services.
Giesting Financial
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Giesting Financial is a firm that focused on investment advisory, retirement planning, wealth management and insurance products.
Intelx Money
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Intelx Money delivers independent advice and thoughtfully designed wealth management solutions.
Lawrie CPA Group
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Lawrie CPA Group is an accounting firm that provides financial services such as business accounting, payroll, taxation and Quickbooks.
Korhorn Financial Group
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Korhorn Financial Group offers accounting, taxation, wealth management, insurance, financial planning and portfolio management services.
Square league
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Square league provides strategic and state-of-the-art wealth management solutions.
Qsac Wealth Managers
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Qsac Wealth Managers is a wealth management company that provides investment advisory services.
LawKonect
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Lawkonect – One stop solution for all your legal needs
