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 5 Wealth Management companies in Punjab. 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 (Punjab)
Findoc
Findoc is a provider of wealth management, insurance, IPO, currency hedging, mutual funds, loans, equity and commodity trading services.
Founder(s):
Location: Ludhiana, Punjab, India
Industries: Financial Services, Insurance, Trading Platform, Wealth Management
Follow:
Majestic Rise
Majestic Rise is a wealth management and real estate company based in Tricity.
Founder(s):
Location: Mohali, Punjab, India
Industries: Insurance, Real Estate, Wealth Management
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Client first
Client first specializes in estate planning, insurance, fixed deposits, mutual funds, retirement benefits and wealth management services.
Founder(s):
Location: Ludhiana, Punjab, India
Industries: Financial Services, Insurance, Retirement, Wealth Management
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Awt Investments
Awt Investments offers stock, income, money market funds, home purchase, retirement, tax savings plans, and investment advisory services.
Founder(s):
Location: Rawalpindi, Punjab, Pakistan
Industries: Advice, Financial Services, Professional Services, Wealth Management
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Enrichers Investment
Enrichers Investment is a financial and investment firm.
Founder(s):
Location: Lahore, Punjab, Pakistan
Industries: Financial Services, Impact Investing, Risk Management, Wealth Management
Follow:
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