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 25 Wealth Management companies in Karnataka. 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 (Karnataka)
Kuvera.in
An online platform for mutual fund investments.
Founder(s): Gaurav Rastogi
Location: Bangalore, Karnataka, India
Industries: Commercial, Financial Services, FinTech, Wealth Management
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Scripbox
Scripbox is an online mutual funds investment platform.
Founder(s): Ashok Kumar, Atul Shinghal, Sanjiv Singhal
Location: Bangalore, Karnataka, India
Industries: Angel Investment, Finance, Financial Services, FinTech, Wealth Management
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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
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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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Dvara Money
Dvara Money provides neo wealth management services to the newly banked with a vision to empower them towards financial wellness.
Founder(s): Pramod Ghorpade
Location: Kormangala, Karnataka, India
Industries: Financial Services, Insurance, Wealth Management
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TRDR
TRDR is an automated robo-investing platform for retail investors.
Founder(s): Ricky Jacob
Location: Bangalore City, Karnataka, India
Industries: FinTech, Robotics, Trading Platform, 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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Alice Blue
Alice Blue is one of the most valued Retail Broking Houses in India. We help you trade on BSE & NSE, across multiple asset classes.
Founder(s): Sidhavelayutham Mohan
Location: Bangalore, Karnataka, India
Industries: Financial Services, FinTech, Wealth Management
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Minance
Minance is an asset manager who is responsible for running the most successful Aif-category 3 fund in India. Mauritius Hedge Fund Company.
Founder(s): Adhiraj Singh, Anurag Bhatia
Location: Bangalore, Karnataka, India
Industries: Banking, Hedge Funds, Payments, 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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ZEVA ASTRAS Private Wealth Management.
We are changing the way wealth is managed in India.
Founder(s): Basavaraj Puttappa
Location: Bangalore City, Karnataka, India
Industries: Financial Services, 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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Aarin Capital
We seek to create long-term value by partnering with talented, hungry management teams actively complementing their skills with our
Founder(s): Mohandas Pai
Location: Bangalore, Karnataka, India
Industries: Financial Services, Incubators, 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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IMMPL
IMMPL provides financial planning, wealth management, retirement planning, financial transitions, and corporate solutions.
Founder(s): Lovaii Navlakhi
Location: Bangalore, Karnataka, India
Industries: Financial Services, Retirement, 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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Fundsinn
FundsInn.com is an online investment platform were individuals can invest and manage a wide range of products.
Founder(s): Dhanasekaran Chandhar
Location: Bangalore, Karnataka, India
Industries: Financial Services, Security, Wealth Management
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FinAtoZ
FinAtoZ provides business consulting services such as financial planning, investment management, tracking & re-balancing market conditions.
Founder(s):
Location: Bangalore, Karnataka, India
Industries: Financial Services, Risk Management, Wealth Management
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smallcase
smallcase is a wealth management startup that focuses on equitable investing in India.
Founder(s): Anugrah Shrivastava, Rohan Gupta, Vasanth Kamath
Location: Bangalore, Karnataka, India
Industries: Financial Services, Stock Exchanges, Wealth Management
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WealthERP
WealthERP wealth management cum financial services platform.
Founder(s): Monish Jamwal
Location: Bangalore, Karnataka, India
Industries: Financial Services, FinTech, Wealth Management
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My Finance Buddy
My Finance Buddy is a personal finance manager For android.
Founder(s):
Location: Bangalore, 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
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Wealthsecure
Wealthsecure is a service that assists investors in self-managing their financial planning and wealth management needs.
Founder(s):
Location: Bangalore, Karnataka, India
Industries: Consulting, Education, Retirement, Wealth Management
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