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101 Best India Based Wealth Management Startups and Companies 2021

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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

MobiKwik

Crunchbase Website Twitter Facebook Linkedin

MobiKwik is India’s leading fintech platform, operating businesses in consumer payments, payment gateway, and financial services.

Yes Bank

Yes Bank

Crunchbase Website Twitter Facebook Linkedin

YES BANK is a large private sector bank that offers comprehensive banking and financial solution to all its valued customers.

Yes Bank

Axis Bank

Crunchbase Website Twitter Facebook Linkedin

Axis Bank is a banking institution offering commercial, corporate and retail banking, and treasury operations.

Yes Bank

INDwealth

Crunchbase Website Twitter Facebook Linkedin

INDwealth is an Artificial Intelligence and Machine learning-based wealth management platform for HNI families.

Yes Bank

Jupiter

Crunchbase Website Twitter Facebook Linkedin

Jupiter is a provider of digital retail banking services to help users track their expenses.

Yes Bank

Scripbox

Crunchbase Website Twitter Facebook Linkedin

Scripbox owns and operates an online investing platform that distributes mutual funds in India.

Yes Bank

ICICI Securities

Crunchbase Website Twitter Facebook Linkedin

ICICI Securities is an integrated securities firm.

Yes Bank

Kuvera.in

Crunchbase Website Twitter Facebook Linkedin

An online platform for mutual fund investments.

Yes Bank

Cube

Crunchbase Website Twitter Facebook Linkedin

Cube is democratising access to the world’s best investments for any global investor.

Yes Bank

IIFL Investment Managers

Crunchbase Website Twitter Facebook Linkedin

IIFL Investment Managers is a wealth and asset management company in India.

Yes Bank

ёpeople

Crunchbase Website Twitter Facebook Linkedin

A leading financial services firm, which along with its associates, provides.

Yes Bank

Edelweiss Global Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Edelweiss Global Investment Advisors is into wealth management, capital markets, asset management and asset reconstruction.

Yes Bank

Karvy Group

Crunchbase Website Twitter Facebook Linkedin

KARVY is one of India’s largest integrated financial services group.

Yes Bank

Arthya Wealth and Investments

Crunchbase Website Twitter Facebook Linkedin

Arthya Wealth and Investments is a wealth management and investment advisory firm.

Yes Bank

IIFL

Crunchbase Website Twitter Facebook Linkedin

IIFL is a leading financial services company in India.

Yes Bank

WealthApp

Crunchbase Website Twitter Facebook Linkedin

WealthApp, realizes the constraints of the working professional and is built so that they spend only the absolute necessary.

Yes Bank

Piggy

Crunchbase Website Twitter Facebook Linkedin

Piggy is an investment application that allows direct fund investments.

Yes Bank

Goalwise

Crunchbase Website Twitter Facebook Linkedin

Goalwise is a mutual fund investment platform that provides an investment plan to achieve financial goals.

Yes Bank

myCFO

Crunchbase Website Twitter Facebook Linkedin

MyCFO is a leading implementation services company

Yes Bank

savart

Crunchbase Website Twitter Facebook Linkedin

Savart is a wealth management platform that assists in investing stocks and mutual funds.

Yes Bank

Angel Broking

Crunchbase Website Twitter Facebook Linkedin

Angel Broking is a stock broking and wealth management firm.

Yes Bank

Old National Bank

Crunchbase Website Twitter Facebook Linkedin

Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.

Yes Bank

Fincash.com

Crunchbase Website Twitter Facebook Linkedin

A startup in the personal finance space in India .

Yes Bank

IFMR Rural Channels and Services

Crunchbase Website Twitter Facebook Linkedin

IFMR Rural Channels and Services provides a range of financial products and services to individuals and enterprises.

Yes Bank

HEM ANGELS

Crunchbase Website Twitter Facebook Linkedin

Financial Services, Investment Banking, Private Equity, Fintech

Yes Bank

Valuefy Solutions

Crunchbase Website Twitter Facebook Linkedin

Valuefy is a premier investment technology company serving the leading financial institutions in India and across the world.

Yes Bank

Client Associates

Crunchbase Website Twitter Facebook Linkedin

Client Associates (CA) is India’s First “Multi Family Office Firm” and provides Private Wealth Management services in India.

Yes Bank

5nance.com

Crunchbase Website Twitter Facebook Linkedin

5nance.com is an online financial planning and management platform.

Yes Bank

Archway Technology Partners

Crunchbase Website Twitter Facebook Linkedin

Archway Technology Partners, LLC (Archway) is a software and service company.

Yes Bank

S&T Bank

Crunchbase Website Twitter Facebook Linkedin

S&T Bank was founded in 1902 as “Savings & Trust Company of Indiana” with a single location in Indiana, Pennsylvania.

Yes Bank

Alice Blue

Crunchbase Website Twitter Facebook Linkedin

Alice Blue is one of the most valued Retail Broking Houses in India. We help you trade on BSE & NSE, across multiple asset classes.

Yes Bank

WealthDesk

Crunchbase Website Twitter Facebook Linkedin

WealthDesk is a business-to-business-to-consumer (B2B2C) investment-tech platform.

Yes Bank

Koshex

Crunchbase Website Twitter Facebook Linkedin

Koshex is a next-gen personal finance and wealth management service.

Yes Bank

Miles Software

Crunchbase Website Twitter Facebook Linkedin

Miles Software is a global technology solutions leader in the Wealth, Asset and Portfolio Management space.

Yes Bank

ClearMyDues

Crunchbase Website Twitter Facebook Linkedin

ClearMyDues is an company that helps customers in improving their credit scores.

Yes Bank

Sheaff Brock

Crunchbase Website Twitter Facebook Linkedin

Sheaff Brock is an investment management firm that offers money management, financial planning and institutional services.

Yes Bank

Punjab & Sind Bank

Crunchbase Website Twitter Facebook Linkedin

Punjab & Sind Bank is a public sector bank that synchronizes the human, financial, and technological resources.

Yes Bank

WE Investments

Crunchbase Website Twitter Facebook Linkedin

An Investment Management Company based in New Delhi, founded by Soumay Gupta

Yes Bank

IFAnow

Crunchbase Website Twitter Facebook Linkedin

IFAnow is a world class advisory platform for the modern advisor.

Yes Bank

Clearfunds

Crunchbase Website Twitter Facebook Linkedin

Online, discount mutual fund robo-advisor for India

Yes Bank

Trade Plus

Crunchbase Website Twitter Facebook Linkedin

Trade Plus Online is the new revamped online brand of Navia Markets Ltd. and Navia Commodities Broker Pvt. Ltd.

Yes Bank

Karvy Stock Broking

Crunchbase Website Twitter Facebook Linkedin

Karvy Stock Broking Limited will help build your investment profile in order to meet your financial goals, factoring in your risk appetite.

Yes Bank

FIA Technology Services

Crunchbase Website Twitter Facebook Linkedin

FIA Technology Services offers financial services for social and economic inclusion, livelihood empowerment and poverty alleviation.

Yes Bank

Samrat Investments

Crunchbase Website Twitter Facebook Linkedin

Personal savings, Investment management, Funding, Freedom venture & Financial consultancy and Wealth Management.

Yes Bank

Capitalmind

Crunchbase Website Twitter Facebook Linkedin

Technology Enabled Wealth Management

Yes Bank

Moneyjar

Crunchbase Website Twitter Facebook Linkedin

Moneyjar is an online financial ecosystem that provides sophisticated investment advice and seamless transactional platforms at scale.

Yes Bank

PrognoAdvisor

Crunchbase Website Twitter Facebook Linkedin

PrognoAdvisor is the first FEE ONLY Digital Personal Financial Advisor from India

Yes Bank

RupeeVest

Crunchbase Website Twitter Facebook Linkedin

RupeeVest is an online investment and research platform for Mutual Funds and Corporate Fixed Deposits

Yes Bank

All India ITR

Crunchbase Website Twitter Facebook Linkedin

ALL India ITR offers easy income tax return e-filing services within minimum possible time with latest e-filing technology.

Yes Bank

Dalal Street Investment Journal

Crunchbase Website Twitter Facebook Linkedin

Dalal Street Investment Journal (DSIJ) is the oldest and the most trusted magazine when it comes to equity investments.

Yes Bank

ZEVA ASTRAS Private Wealth Management.

Crunchbase Website Twitter Facebook Linkedin

We are changing the way wealth is managed in India.

Yes Bank

Choice Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Choice Wealth Management is an AMFI registered mutual fund distributor.

Yes Bank

Maxmywealth

Crunchbase Website Twitter Facebook Linkedin

Maxmywealth is a really intelligent way to save, invest, and reduce taxes.

Yes Bank

Dvara Money

Crunchbase Website Twitter Facebook Linkedin

Dvara Money provides neo wealth management services to the newly banked with a vision to empower them towards financial wellness.

Yes Bank

Wixifi

Crunchbase Website Twitter Facebook Linkedin

Wixifi is the only robo investment advisory service in India.

Yes Bank

Vivekam Financial Services

Crunchbase Website Twitter Facebook Linkedin

Vivekam is SEBI Registered Investment Advisor (RIA) known for its process driven automated products in Equity, Derivatives and Mutual Funds.

Yes Bank

Edelweiss Broking

Crunchbase Website Twitter Facebook Linkedin

Edelweiss Broking is dedicated to building long term relationships with clients and empowering them to gain from market opportunities.

Yes Bank

SaveDesk

Crunchbase Website Twitter Facebook Linkedin

SaveDesk is the online marketplace for Import Finance in India.

Yes Bank

Plus Capital

Crunchbase Website Twitter Facebook Linkedin

Plus Capital provides private wealth management, corporate wealth management, private equity advisory, and merger and acquisition advisory.

Yes Bank

Wealth Advisors Pvt. Ltd

Crunchbase Website Twitter Facebook Linkedin

Wealth Advisors is a full-service, client-centric investment solutions firm.

Yes Bank

AFII

Crunchbase Website Twitter Facebook Linkedin

Structured Finance, ECA Finance, Asset Finance, Equity leveraging and Securitization, Infrastructure Joint Ventures, Finance and Investments

Yes Bank

Wealthy Fox

Crunchbase Website Twitter Facebook Linkedin

Wealthyfox is a decision support system for retail investors.

Yes Bank

Kotak Commodities

Crunchbase Website Twitter Facebook Linkedin

Kotak Commodities is promoted by the Kotak family that has decades of experience in commodity trading.

Yes Bank

ithought advisory

Crunchbase Website Twitter Facebook Linkedin

ithought advisory is a financial solutions company.

Yes Bank

Success Trading

Crunchbase Website Twitter Facebook Linkedin

Success Trading is a revolutionary Investment Management and Artificial Intelligence based Algorithmic Trading firm

Yes Bank

StrategIQ Financial Group

Crunchbase Website Twitter Facebook Linkedin

StrategIQ Financial Group is a wealth management and financial advisory service provider company.

Yes Bank

Majestic Rise

Crunchbase Website Twitter Facebook Linkedin

Majestic Rise is a wealth management and real estate company based in Tricity.

Yes Bank

FinArk

Crunchbase Website Twitter Facebook Linkedin

Financial & Business Services

Yes Bank

Elite Wealth

Crunchbase Website Twitter Facebook Linkedin

Elite Wealth focuses on financial Planning, broking, PMS, insurance services and wealth advisory solutions.

Yes Bank

ManageMyFortune

Crunchbase Website Twitter Facebook Linkedin

ManageMyFortune is a one-stop personal investment management solution.

Yes Bank

SYM Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

SYM Financial Advisors is a wealth management, portfolio management, and financial consulting company.

Yes Bank

CAGRfunds

Crunchbase Website Twitter Facebook Linkedin

Financial Planning cum Wealth Management Company

Yes Bank

WealthERP

Crunchbase Website Twitter Facebook Linkedin

WealthERP wealth management cum financial services platform.

Yes Bank

Right Horizons

Crunchbase Website Twitter Facebook Linkedin

Right Horizons is to provide you end to end wealth management solutions under one roof. From investment advisory.

Yes Bank

Goelzer Investment Management

Crunchbase Website Twitter Facebook Linkedin

Goelzer Investment Management consults and controls financial strategies and investments to help institutions and families achieve success.

Yes Bank

Axiom Financial Strategies Group

Crunchbase Website Twitter Facebook Linkedin

Axiom Financial Strategies Group is a boutique wealth planning firm focused on business owners, entrepreneurs, and families.

Yes Bank

MyWealthJunction

Crunchbase Website Twitter Facebook Linkedin

MyWealthJunction provides a solution for end-to-end wealth management services.

Yes Bank

Fundsinn

Crunchbase Website Twitter Facebook Linkedin

FundsInn.com is an online investment platform were individuals can invest and manage a wide range of products.

Yes Bank

Trustline Group

Crunchbase Website Twitter Facebook Linkedin

Trustline Group provides investment solutions for corporates, institutions, and retail investors.

Yes Bank

BGBC Partners

Crunchbase Website Twitter Facebook Linkedin

BGBC Partners is an accounting firm that provides assurance, tax, wealth management, and consulting services.

Yes Bank

Donaldson Capital Management

Crunchbase Website Twitter Facebook Linkedin

Donaldson Capital Management provides investment advisory services.

Yes Bank

Maxsimos Techsoft

Crunchbase Website Twitter Facebook Linkedin

Maxsimos was formed with the sole purpose of helping businesses take an idea to market quickly and then scale up rapidly.

Yes Bank

Mahler & Co

Crunchbase Website Twitter Facebook Linkedin

Mahler & Co is a CPA firm that offers services in accounting, taxation, IRS auditing and financial planning.

Yes Bank

Deerfield Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Deerfield Financial Advisors is a financial planning firm that advises on financial and wealth management.

Yes Bank

Sushil Financial Services

Crunchbase Website Twitter Facebook Linkedin

Sushil Finance provides financial services like wealth management, tax preparation, insurance, and loans.

Yes Bank

Ambit

Crunchbase Website Twitter Facebook Linkedin

Ambit provides financial advice and solutions in the areas of investment banking, asset management and wealth management.

Yes Bank

American Trust Investment Services

Crunchbase Website Twitter Facebook Linkedin

American Trust Investment Services offers financial services featuring asset allocation, retirement planning and investment products.

Yes Bank

Indiana Trust Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Indiana Trust Wealth Management engages in investment management and financial planning services.

Yes Bank

Proficio Advisors

Crunchbase Website Twitter Facebook Linkedin

Proficio Advisors is one of foremost Mumbai based transaction focussed Investment bank company located in Mumbai.

Yes Bank

AssuredGain

Crunchbase Website Twitter Facebook Linkedin

AssuredGain provides financial planning, portfolio management and wealth management services for individuals and their families.

Yes Bank

Guidance Wealth LLC

Crunchbase Website Twitter Facebook Linkedin

Guidance Wealth, LLC is a local, independent wealth management and financial planning firm.

Yes Bank

Monroe Shine & Co.

Crunchbase Website Twitter Facebook Linkedin

Monroe Shine & Co. is a public accounting and business consulting firm.

Yes Bank

Bonanza Finmart

Crunchbase Website Twitter Facebook Linkedin

Bonanza Finmart offers wealth management, equity broking, financial and advisory services.

Yes Bank

The Just Company

Crunchbase Website Twitter Facebook Linkedin

The Just Company offers wealth management, investment, and business consulting services.

Yes Bank

Giesting Financial

Crunchbase Website Twitter Facebook Linkedin

Giesting Financial is a firm that focused on investment advisory, retirement planning, wealth management and insurance products.

Yes Bank

Intelx Money

Crunchbase Website Twitter Facebook Linkedin

Intelx Money delivers independent advice and thoughtfully designed wealth management solutions.

Yes Bank

Lawrie CPA Group

Crunchbase Website Twitter Facebook Linkedin

Lawrie CPA Group is an accounting firm that provides financial services such as business accounting, payroll, taxation and Quickbooks.

Yes Bank

Korhorn Financial Group

Crunchbase Website Twitter Facebook Linkedin

Korhorn Financial Group offers accounting, taxation, wealth management, insurance, financial planning and portfolio management services.

Yes Bank

Square league

Crunchbase Website Twitter Facebook Linkedin

Square league provides strategic and state-of-the-art wealth management solutions.

Yes Bank

Qsac Wealth Managers

Crunchbase Website Twitter Facebook Linkedin

Qsac Wealth Managers is a wealth management company that provides investment advisory services.

Yes Bank

LawKonect

Crunchbase Website Twitter Facebook Linkedin

Lawkonect – One stop solution for all your legal needs

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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