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 14 Wealth Management companies in New Delhi. 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 (New Delhi)
Punjab & Sind Bank
Punjab & Sind Bank is a public sector bank that synchronizes the human, financial, and technological resources.
Founder(s): Bhai Vir Singh, S. Harisankar, Sardar Tarlochan Singh, Sunder Singh Majitha
Location: New Delhi, Delhi, India
Industries: Banking, Financial Services, Wealth Management
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WEICL
WEICL is an Investment Management Company based in New Delhi, founded by Soumay Gupta
Founder(s): Soumay Gupta, FRM
Location: New Delhi, Delhi, India
Industries: Wealth Management
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Pace Stock Broking Services
Pace Stock Broking Services is a financial services.
Founder(s):
Location: New Delhi, Delhi, India
Industries: Credit, Finance, Financial Services, Wealth Management
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Elite Wealth
Elite Wealth focuses on financial Planning, broking, PMS, insurance services and wealth advisory solutions.
Founder(s): Ravinder Parkash Seth
Location: New Delhi, Delhi, India
Industries: Financial Services, Insurance, Wealth Management
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Wise Finserv
Wise Finserv specializes in “wealth management, financial planning, mutual funds, portfolio management and retirement Planning”.
Founder(s):
Location: New Delhi, Delhi, India
Industries: Financial Services, Retirement, Wealth Management
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SMC Private Wealth
SMC Private Wealth provides financial service and wealth management services.
Founder(s):
Location: New Delhi, Delhi, India
Industries: Advice, Banking, Financial Services, Impact Investing, Professional Services, Wealth Management
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Pace 360
Pace 360 offers asset management, investment advisory, alternative assets, credit solutions, and global wealth management services.
Founder(s): Amit Goel, Atul Goel
Location: New Delhi, Delhi, India
Industries: Advice, Asset Management, Financial Services, Wealth Management
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OneConnect Money
One stop shop for Financial Products
Founder(s):
Location: New Delhi, Delhi, India
Industries: Credit Cards, Finance, Financial Services, Wealth Management
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EZ Wealth
EZ Wealth provides innovative solutions in investing, financial planning, trading and algo signals to help clients attain their goals.
Founder(s):
Location: New Delhi, Delhi, India
Industries: Advice, Financial Services, Trading Platform, Wealth Management
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Moongipa Securities
Moongipa Securities is a company that provides services associated with Broking, Investment, online trading & insurance.
Founder(s): Sanjay Jain
Location: New Delhi, Delhi, India
Industries: Insurance, Trading Platform, Wealth Management
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Calibre Investments
Calibre Investments is a personal finance and management company.
Founder(s):
Location: New Delhi, Delhi, India
Industries: Financial Services, Personal Finance, Wealth Management
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Bharat Bhushan & Company
Bharat Bhushan & Company is a stockbroking firm that deals in the marketing of mutual funds, fixed deposits, initial public offers & bonds.
Founder(s):
Location: New Delhi, Delhi, India
Industries: Financial Services, Hedge Funds, Wealth Management
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NriInvestIndia.com
NriInvestIndia.com provides investment management services in stocks, mutual funds, insurance, and bonds for NRI’s and investment companies.
Founder(s):
Location: New Delhi, Delhi, India
Industries: Finance, Financial Services, Wealth Management
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Frontline Securities
Frontline Securities is a Leading Wealth Management Services in India.
Founder(s):
Location: New Delhi, Delhi, India
Industries: Real Estate Investment, Wealth Management
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