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45 Best Maharashtra Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Maharashtra 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 Maharashtra Wealth Management Startups

Data sourced from Crunchbase and SemRush.

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.

Axis Bank

Axis Bank

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

Jupiter

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

ICICI Securities

Crunchbase Website Twitter Facebook Linkedin

ICICI Securities is an integrated securities firm.

Axis Bank

Cube

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

IIFL Investment Managers

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

ёpeople

Crunchbase Website Twitter Facebook Linkedin

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

Axis 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.

Axis Bank

Arthya Wealth and Investments

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

IIFL

Crunchbase Website Twitter Facebook Linkedin

IIFL is a leading financial services company in India.

Axis Bank

Piggy

Crunchbase Website Twitter Facebook Linkedin

Piggy is an investment application that allows direct fund investments.

Axis Bank

myCFO

Crunchbase Website Twitter Facebook Linkedin

MyCFO is a leading implementation services company

Axis Bank

Angel Broking

Crunchbase Website Twitter Facebook Linkedin

Angel Broking is a stock broking and wealth management firm.

Axis Bank

Fincash.com

Crunchbase Website Twitter Facebook Linkedin

A startup in the personal finance space in India .

Axis Bank

HEM ANGELS

Crunchbase Website Twitter Facebook Linkedin

Financial Services, Investment Banking, Private Equity, Fintech

Axis 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.

Axis Bank

5nance.com

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

WealthDesk

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

Miles Software

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

IFAnow

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

Clearfunds

Crunchbase Website Twitter Facebook Linkedin

Online, discount mutual fund robo-advisor for India

Axis Bank

Moneyjar

Crunchbase Website Twitter Facebook Linkedin

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

Axis 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.

Axis Bank

Choice Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Choice Wealth Management is an AMFI registered mutual fund distributor.

Axis Bank

Maxmywealth

Crunchbase Website Twitter Facebook Linkedin

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

Axis 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.

Axis 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.

Axis Bank

Wealthy Fox

Crunchbase Website Twitter Facebook Linkedin

Wealthyfox is a decision support system for retail investors.

Axis Bank

Kotak Commodities

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

ManageMyFortune

Crunchbase Website Twitter Facebook Linkedin

ManageMyFortune is a one-stop personal investment management solution.

Axis Bank

CAGRfunds

Crunchbase Website Twitter Facebook Linkedin

Financial Planning cum Wealth Management Company

Axis 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.

Axis Bank

Sushil Financial Services

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

Ambit

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

Proficio Advisors

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

Bonanza Finmart

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

Intelx Money

Crunchbase Website Twitter Facebook Linkedin

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

Axis Bank

Finstitution

Crunchbase Website Twitter Facebook Linkedin

Finstitution is a 360 degree client-centric, online, assisted robot advisory fintech.

Axis Bank

Sachin Karpe Business Consultant

Crunchbase Website Twitter Facebook Linkedin

I provide an analysis of the existing practices of a company and make recommendations for improvements.

Axis Bank

GoChanakya

Crunchbase Website Twitter Facebook Linkedin

An online market place for finding the best Financial Advisors, Wealth Managers, Stock Brokers, Insurance Advisors.

Axis Bank

Dhanada Corporation

Crunchbase Website Twitter Facebook Linkedin

Dhanada Corporation Creates financial wealth for its shareholders & Act with integrity, competence and dignity.

Axis Bank

Bombay Talkies

Crunchbase Website Twitter Facebook Linkedin

Bombay Talkies provides financing solutions, advisory services and investment activities.

Axis Bank

YES Securities

Crunchbase Website Twitter Facebook Linkedin

YES Securities offers investment banking, wealth management and financial advisory services.

Axis Bank

My Financial Advisor

Crunchbase Website Twitter Facebook Linkedin

MFA is one of the best Goal-based investing firms in the financial services industry.

Axis Bank

EasternExpress Advisors

Crunchbase Website Twitter Facebook Linkedin

EasternExpress Advisors is an investment advisory and wealth management firm.

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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