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
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.
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.
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.