At Best Startup India we track over 400,000 Indian startups and over 1,800,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 10 Wealth Management companies in Bengaluru. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (Bengaluru)
Muvin
Muvin aims to enable youth to get accustomed to banking from an early age in easy, gamified and education-powered experience.
Founder(s):
Location: Bengaluru, Karnataka, India
Industries: Banking, Personal Finance, Wealth Management
Follow:
Goalwise
Goalwise is a mutual fund investment platform that provides an investment plan to achieve financial goals.
Founder(s): Swapnil Bhaskar
Location: Bengaluru, Karnataka, India
Industries: Financial Services, FinTech, Impact Investing, Wealth Management
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Koshex
Koshex provides a personal finance and wealth management service.
Founder(s): Akash Agarwal, Komal Kumar Gupta
Location: Bengaluru, Karnataka, India
Industries: Financial Services, FinTech, Wealth Management
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WealthApp
WealthApp, realizes the constraints of the working professional and is built so that they spend only the absolute necessary.
Founder(s): Gaurav Dhawan, Mitesh Shah, Sanjay Gowda, Subba Rao Telidevara
Location: Bengaluru, Karnataka, India
Industries: Management Consulting, Service Industry, Software, Wealth Management
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Unlistedkart
Unlistedkart is India-based Unlisted shares marketplace that enables Investors, wealth managers, HNIs for businesses to invest.
Founder(s): Krishna Raghavan
Location: Bengaluru, Karnataka, India
Industries: Consulting, Finance, Financial Services, FinTech, Marketplace, Venture Capital, Wealth Management
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Indiassetz
Indiassetz is a real estate wealth management company that offers property management services.
Founder(s): Seema Harsha, Shivam Sinha
Location: Bengaluru, Karnataka, India
Industries: Property Management, Real Estate, Wealth Management
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Capitalmind
Technology Enabled Wealth Management
Founder(s): Deepak Shenoy
Location: Bengaluru, Karnataka, India
Industries: Financial Services, FinTech, Wealth Management
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SaveDesk
SaveDesk is the online marketplace for Import Finance in India.
Founder(s): Saravana Bhaskar R
Location: Bengaluru, Karnataka, India
Industries: Financial Services, FinTech, Lending, Marketplace, Risk Management, Wealth Management
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MyWealthJunction
MyWealthJunction provides a solution for end-to-end wealth management services.
Founder(s): Narendra KS
Location: Bengaluru, Karnataka, India
Industries: Financial Services, Wealth Management
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Qsac Wealth Managers
Qsac Wealth Managers is a wealth management company that provides investment advisory services.
Founder(s):
Location: Bengaluru, Karnataka, India
Industries: Financial Services, Wealth Management, Wellness
Follow:
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