64 Top Mumbai Wealth Management Companies and Startups

This article showcases our top picks for the best Mumbai 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

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Top Mumbai Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Jupiter

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

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.

WealthDesk

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

ICICI Securities

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ICICI Securities is an integrated securities firm.

IIFL Wealth Management

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

IIFL Finance

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IIFL Finance is a leading financial services company in India.

Cube

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

Piggy

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Piggy is an investment application that allows direct fund investments.

Waterfield Advisors

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Waterfield Advisors is a Multi-Family Office and Wealth Advisory Firm.

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.

myCFO

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MyCFO is a leading implementation services company

Fincash.com

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A startup in the personal finance space in India .

Arthya Wealth and Investments

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

HEM ANGELS

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Hem Angels is the fastest growing angel network in India which invest in early stage revenue generating startup across various sectors.

Angel Broking

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Angel Broking is a stock broking and wealth management firm.

OpenQ

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OpenQ is a smart beta wealth management platform that focuses on investment strategies and portfolio construction advice.

HDFC Securities

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HDFC Securities Provides Capital Markets Services.

Valuefy Solutions

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

Profitmart

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Profitmart is a trading firm that provides private equity, mutual funds, investment, stock advice, and wealth management services.

YES Securities

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

BeyondIRR

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BeyondIRR is a B2B wealth-tech business to assist wealth rms, wealth managers, independent financial advisors, RIAs and MFDs.

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.

5nance.com

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

BP Wealth

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BP Wealth is a wealth management company that offers stock idea notes, option calls, intraday trade, and equity brokerage services.

Writer

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Writer is a global company that offers relocation services, information management, realty, hospitality, and cash management services.

Equiseed Wealth

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Digital Wealth Management

Choice Wealth Management

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Choice Wealth Management is an AMFI registered mutual fund distributor.

Ambit

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

Kofounderz Team

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Kofounderz Team generates and enriches an environment that allows investors and startups to create wealth and value.

Kotak Commodities

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

Clearfunds

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Online, discount mutual fund robo-advisor for India

Miles Software

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

Moneyjar

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

WealthMagic

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WealthMagic is a a SaaS provider in the wealth management space.

Plus Capital

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

StockAxis

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StockAxis specializes in portfolio management, equity research, wealth creations, stock trading and portfolio advisory services.

CAGRfunds

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Financial Planning cum Wealth Management Company

Citigroup – Indian Consumer Banking

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Citigroup – Indian Consumer Banking provides credit cards, retail banking, wealth management, and consumer loans services.

Prodigy Investment Management

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Prodigy Investment Management is an investment firm that specializes in niche portfolio management.

GoChanakya

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

My Financial Advisor

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

JR Laddha Financial Services

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JR Laddha Financial Services is an advisory firm that offers a bouquet of financial services to wealthy families and corporate houses.

Ghalla Bhansali

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Ghalla Bhansali renders portfolio restructuring, equity SIPs, stockbroking, wealth management, financial planning and depository services.

Sushil Financial Services

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

Jain Investment

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Jain Investment is a financial management company.

Nidhi Investments

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Nidhi Investments is a professional financial service, life insurances, wealth management, home loans, and consulting firm.

Bombay Talkies

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

Ambit

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Ambit is a financial advisory agency that offers investment banking, asset/wealth management, institutional equities and research services.

Proficio Advisors

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

Intelx Money

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

NNM Securities

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NNM Securities offers financial products and services such as equity, commodity, currency, derivatives, and mutual funds.

ReliaBull Wealth

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ReliaBull Wealth is a financial services company.

S. J. Financial & Management Consultants

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S. J. Financial & Management Consultants offers investment banking, wealth management, and consulting services.

Mata Securities India

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Mata Securities India is a finance company that provides financial advice and wealth management services.

KRChoksey Holdings

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KRChoksey Holdings provides wealth management, financial planning, equity, derivatives, portfolio management, depository, and NBFC services.

Parag Parikh Financial Advisory Services

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Parag Parikh Financial Advisory Services offers expertise in research-focused risk and portfolio management to investors and corporations.

Indiabulls Ventures

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Indiabulls Ventures is a financial service company that offers consumer credit, asset reconstruction, and capital market business services.

Alacrity Securities

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Alacrity Securities is a stock broking firm that offers currency derivatives, mutual funds, wealth management and other financial services.

Kredere Wealth Partner

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Kredere Wealth Partner delivers wealth management, succession planning, tax, portfolio reporting, and investment advisory services.

IndoInvesting

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IndoInvesting is an online wealth management platform that helps clients invests their money and to keep track on their financial goals.

Bonanza Finmart

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

Finstitution

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