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 Gujarat. 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 (Gujarat)
Quicko
Quicko is a tax planning, preparation, GST, and TDS filing platform for individuals and businesses.
Founder(s): Vishvajit Sonagara
Location: Ahmedabad, Gujarat, India
Industries: Accounting, Financial Services, Software, Wealth Management
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FinIdeas
FinIdeas provides financial planning and investment advisory assistance and services.
Founder(s):
Location: Surat, Gujarat, India
Industries: Financial Services, Risk Management, Training, Wealth Management
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Shah Investor’s Home
Shah Investor’s Home offers stock management, insurance, wealth management, and mutual fund services.
Founder(s):
Location: Ahmedabad, Gujarat, India
Industries: Financial Services, Insurance, Stock Exchanges, Wealth Management
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Sapna Investments
Sapna Investments is an investment consulting firm that offers services for a wide range of industries including healthcare, and insurance.
Founder(s):
Location: Ahmedabad, Gujarat, India
Industries: Financial Services, Health Care, Wealth Management
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Shree Balaji Investment
Shree Balaji Investment is a wealth management and financial consulting service company.
Founder(s):
Location: Navsari, Gujarat, India
Industries: Consulting, Financial Services, Wealth Management
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Bhumika
Bhumika offers algo trading, wealth management, financial markets, and value-added services to traders, technical analysts, and investors.
Founder(s):
Location: Gandhinagar, Gujarat, India
Industries: Finance, Stock Exchanges, Trading Platform, Wealth Management
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Shah Investments
Shah Investments offers wealth management, life insurance, financial planning, mutual funds and fixed income products.
Founder(s):
Location: Surat, Gujarat, India
Industries: Consulting, Financial Services, Wealth Management
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Mehta Wealth
Mehta Wealth is a financial service company.
Founder(s):
Location: Surat, Gujarat, India
Industries: Asset Management, Finance, Financial Services, Real Estate Investment, Wealth Management
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Madhuvan
Madhuvan offers investment planning, wealth management, equity and depository, real estate and home loan services.
Founder(s):
Location: Ahmedabad, Gujarat, India
Industries: Advice, Financial Services, Wealth Management
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K.S.Investments
K.S.Investments is a Wealth Management and Investment Advisory firm.
Founder(s): Anil Rathod
Location: Ahmedabad, Gujarat, India
Industries: Financial Services, Health Insurance, Insurance, Life Insurance, Wealth Management
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