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 63 Wealth Management companies in Mumbai. 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 (Mumbai)
Waterfield Advisors
Waterfield Advisors is a Multi-Family Office and Wealth Advisory Firm.
Founder(s): Soumya Rajan
Location: Mumbai, Maharashtra, India
Industries: Asset Management, Consulting, Financial Services, Wealth Management
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WealthDesk
WealthDesk is a business-to-business-to-consumer (B2B2C) investment-tech platform.
Founder(s): Ujjwal Jain
Location: Mumbai, Maharashtra, India
Industries: Financial Services, FinTech, Wealth Management
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Piggy
Piggy is an investment application that allows direct fund investments.
Founder(s): Ankush Singh, Kunal Sangwan, Nikhil Mantha
Location: Mumbai, Maharashtra, India
Industries: Banking, Financial Services, FinTech, Mobile Apps, Wealth Management
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IIFL Investment Managers
IIFL Investment Managers is a wealth and asset management company in India.
Founder(s): Amit Shah, Karan Bhagat, Yatin Shah
Location: Mumbai, Maharashtra, India
Industries: Asset Management, Banking, Financial Services, Wealth Management
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Cube
Cube is democratising access to the world’s best investments for any global investor.
Founder(s): Satyen V Kothari
Location: Mumbai, Maharashtra, India
Industries: Banking, FinTech, Wealth Management
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IIFL Finance
IIFL Finance is a leading financial services company in India.
Founder(s): Nirmal Jain
Location: Mumbai, Maharashtra, India
Industries: Finance, Financial Services, Wealth Management
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ёpeople
A leading financial services firm, which along with its associates, provides.
Founder(s): Gaurav Deepak, Kaushal Aggarwal, Ranu Vohra
Location: Mumbai, Maharashtra, India
Industries: Asset Management, Banking, Finance, Financial Exchanges, Financial Services, Wealth Management
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ICICI Securities
ICICI Securities is an integrated securities firm.
Founder(s): Vijay Chandok
Location: Mumbai, Maharashtra, India
Industries: Banking, Financial Services, Retail, Wealth Management
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myCFO
MyCFO is a leading implementation services company
Founder(s): Chandrashekar Ponnuswamy, Deepak Narayanan, S Venkat
Location: Mumbai, Maharashtra, India
Industries: Banking, Finance, Financial Services, Wealth Management
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Fincash.com
A startup in the personal finance space in India .
Founder(s): Gaurav Perti, Pawan Kumar
Location: Mumbai, Maharashtra, India
Industries: Crowdfunding, Finance, Financial Services, FinTech, Internet, Management Consulting, Wealth Management
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Edelweiss Global Investment Advisors
Edelweiss Global Investment Advisors is into wealth management, capital markets, asset management and asset reconstruction.
Founder(s): Nitin Jain
Location: Mumbai, Maharashtra, India
Industries: Advice, Finance, Financial Services, Wealth Management
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Arthya Wealth and Investments
Arthya Wealth and Investments is a wealth management and investment advisory firm.
Founder(s): Gaurav Arora
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Wealth Management
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HEM ANGELS
Hem Angels is the fastest growing angel network in India which invest in early stage revenue generating startup across various sectors.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Angel Investment, Financial Services, FinTech, Wealth Management
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Angel Broking
Angel Broking is a stock broking and wealth management firm.
Founder(s): Dinesh D. Thakkar, Dinesh Thakkar
Location: Mumbai, Maharashtra, India
Industries: Finance, Financial Services, Wealth Management
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Valuefy Solutions
Valuefy is a premier investment technology company serving the leading financial institutions in India and across the world.
Founder(s): Sharad Singh, Vivek Singal
Location: Mumbai, Maharashtra, India
Industries: Banking, Finance, Financial Services, FinTech, Wealth Management
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5nance.com
5nance.com is an online financial planning and management platform.
Founder(s): Ajay Arjit Singh, Dinesh Rohira, Smruti Kanta Mohanty, Vivek Ghokhale
Location: Mumbai, Maharashtra, India
Industries: Financial Services, FinTech, Wealth Management
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Equiseed Wealth
Digital Wealth Management
Founder(s): Deepak Rathod
Location: Mumbai, Maharashtra, India
Industries: Financial Services, FinTech, Personal Finance, Wealth Management
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Edelweiss Broking
Edelweiss Broking is dedicated to building long term relationships with clients and empowering them to gain from market opportunities.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Stock Exchanges, Wealth Management
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Clearfunds
Online, discount mutual fund robo-advisor for India
Founder(s): Kunal Bajaj
Location: Mumbai, Maharashtra, India
Industries: Financial Services, FinTech, Wealth Management
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Choice Wealth Management
Choice Wealth Management is an AMFI registered mutual fund distributor.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Wealth Management
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Miles Software
Miles Software is a global technology solutions leader in the Wealth, Asset and Portfolio Management space.
Founder(s): Milan Ganatra
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Information Technology, Software, Wealth Management
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Kotak Commodities
Kotak Commodities is promoted by the Kotak family that has decades of experience in commodity trading.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Trading Platform, Wealth Management
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Wealthy Fox
Wealthyfox is a decision support system for retail investors.
Founder(s): Kanak Shah
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Retail, Wealth Management
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Ambit
Ambit provides financial advice and solutions in the areas of investment banking, asset management and wealth management.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Advice, Asset Management, Consulting, Financial Services, Wealth Management
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Plus Capital
Plus Capital provides private wealth management, corporate wealth management, private equity advisory, and merger and acquisition advisory.
Founder(s): Pranav Kumar
Location: Mumbai, Maharashtra, India
Industries: Asset Management, Financial Services, Management Consulting, Venture Capital, Wealth Management
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Profitmart
Profitmart is a trading firm that provides private equity, mutual funds, investment, stock advice, and wealth management services.
Founder(s): Nayan Bhandari, Niranjan Mahajan, Rakesh Sonawane
Location: Mumbai, Maharashtra, India
Industries: Advice, Financial Services, Wealth Management
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Moneyjar
Moneyjar is an online financial ecosystem that provides sophisticated investment advice and seamless transactional platforms at scale.
Founder(s): Rohan Agarwal, Shrenik Patel
Location: Mumbai, Maharashtra, India
Industries: Financial Services, FinTech, Personal Finance, Wealth Management
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WealthMagic
WealthMagic is a a SaaS provider in the wealth management space.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Apps, Financial Services, SaaS, Wealth Management
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StockAxis
StockAxis specializes in portfolio management, equity research, wealth creations, stock trading and portfolio advisory services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Advice, Financial Services, Stock Exchanges, Wealth Management
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Maxmywealth
Maxmywealth is a really intelligent way to save, invest, and reduce taxes.
Founder(s): Narayan Naik, Vinay Chauhan
Location: Mumbai, Maharashtra, India
Industries: Banking, Financial Services, FinTech, Wealth Management
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Kofounderz Team
Kofounderz Team generates and enriches an environment that allows investors and startups to create wealth and value.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Business Development, Venture Capital, Wealth Management
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ManageMyFortune
ManageMyFortune is a one-stop personal investment management solution.
Founder(s): Sameer Naringrekar
Location: Mumbai, Maharashtra, India
Industries: Financial Services, FinTech, Retail, Wealth Management
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YES Securities
YES Securities offers investment banking, wealth management and financial advisory services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Advice, Financial Services, Wealth Management
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CAGRfunds
Financial Planning cum Wealth Management Company
Founder(s): Shruti Agrawal
Location: Mumbai, Maharashtra, India
Industries: Personal Finance, Wealth Management
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Sushil Financial Services
Sushil Finance provides financial services like wealth management, tax preparation, insurance, and loans.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Real Estate Investment, Wealth Management
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BP Wealth
BP Wealth is a wealth management company that offers stock idea notes, option calls, intraday trade, and equity brokerage services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Professional Services, Stock Exchanges, Wealth Management
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Writer
Writer is a global company that offers relocation services, information management, realty, hospitality, and cash management services.
Founder(s): P.N. Writer
Location: Mumbai, Maharashtra, India
Industries: Information Services, IT Management, Real Estate, Rehabilitation, Wealth Management
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Prodigy Investment Management
Prodigy Investment Management is an investment firm that specializes in niche portfolio management.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Risk Management, Wealth Management
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S. J. Financial & Management Consultants
S. J. Financial & Management Consultants offers investment banking, wealth management, and consulting services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Banking, Financial Services, Professional Services, Wealth Management
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Proficio Advisors
Proficio Advisors is one of foremost Mumbai based transaction focussed Investment bank company located in Mumbai.
Founder(s): Anand Chirania, Kapil Karnawat, Sabarish Sankaranarayanan
Location: Mumbai, Maharashtra, India
Industries: Banking, Financial Services, Wealth Management
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Ambit
Ambit is a financial advisory agency that offers investment banking, asset/wealth management, institutional equities and research services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Asset Management, Finance, Financial Services, Wealth Management
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Jain Investment
Jain Investment is a financial management company.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Consulting, Finance, Financial Services, Impact Investing, Professional Services, Real Estate Investment, Wealth Management
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NNM Securities
NNM Securities offers financial products and services such as equity, commodity, currency, derivatives, and mutual funds.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Insurance, Wealth Management
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GoChanakya
An online market place for finding the best Financial Advisors, Wealth Managers, Stock Brokers, Insurance Advisors.
Founder(s): Tanmoy Kundu, Vatsal Shah
Location: Mumbai, Maharashtra, India
Industries: Accounting, Finance, Financial Services, Insurance, Wealth Management
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Intelx Money
Intelx Money delivers independent advice and thoughtfully designed wealth management solutions.
Founder(s): Neville Poncha
Location: Mumbai, Maharashtra, India
Industries: Finance, Financial Services, Wealth Management
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Indiabulls Ventures
Indiabulls Ventures is a financial service company that offers consumer credit, asset reconstruction, and capital market business services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Credit, Financial Services, Wealth Management
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JR Laddha Financial Services
JR Laddha Financial Services is an advisory firm that offers a bouquet of financial services to wealthy families and corporate houses.
Founder(s): Jodh Raj Laddha
Location: Mumbai, Maharashtra, India
Industries: Asset Management, Financial Services, Wealth Management
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Alacrity Securities
Alacrity Securities is a stock broking firm that offers currency derivatives, mutual funds, wealth management and other financial services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Stock Exchanges, Wealth Management
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Ghalla Bhansali
Ghalla Bhansali renders portfolio restructuring, equity SIPs, stockbroking, wealth management, financial planning and depository services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Advice, Financial Services, Venture Capital, Wealth Management
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Jupiter
Jupiter is a provider of digital retail banking services to help users track their expenses.
Founder(s): Jitendra Gupta, Vishnu Jerome
Location: Mumbai, Maharashtra, India
Industries: Banking, Consulting, Financial Services, Wealth Management
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Yes Bank
YES BANK is a large private sector bank that offers comprehensive banking and financial solution to all its valued customers.
Founder(s): Rana Kapoor
Location: Mumbai, Maharashtra, India
Industries: Banking, Finance, Financial Services, Venture Capital, Wealth Management
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My Financial Advisor
MFA is one of the best Goal-based investing firms in the financial services industry.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Professional Services, Wealth Management
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Finstitution
Finstitution is a 360 degree client-centric, online, assisted robot advisory fintech.
Founder(s): Kishore Kalluri, Prakash Viswanathan
Location: Mumbai, Maharashtra, India
Industries: FinTech, Wealth Management
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Nidhi Investments
Nidhi Investments is a professional financial service, life insurances, wealth management, home loans, and consulting firm.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Health Insurance, Life Insurance, Wealth Management
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Mata Securities India
Mata Securities India is a finance company that provides financial advice and wealth management services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Finance, Financial Services, Wealth Management
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Bonanza Finmart
Bonanza Finmart offers wealth management, equity broking, financial and advisory services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Advice, Financial Services, Wealth Management
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ReliaBull Wealth
ReliaBull Wealth is a financial services company.
Founder(s): Kishan Jakhotia
Location: Mumbai, Maharashtra, India
Industries: Consulting, Financial Services, Insurance, Wealth Management
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IndoInvesting
IndoInvesting is an online wealth management platform that helps clients invests their money and to keep track on their financial goals.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Advice, Financial Services, Wealth Management
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Sachin Karpe Business Consultant
I provide an analysis of the existing practices of a company and make recommendations for improvements.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Wealth Management
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Parag Parikh Financial Advisory Services
Parag Parikh Financial Advisory Services offers expertise in research-focused risk and portfolio management to investors and corporations.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Financial Services, Risk Management, Wealth Management
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Bombay Talkies
Bombay Talkies provides financing solutions, advisory services and investment activities.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Consulting, Finance, Financial Services, Wealth Management
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Kredere Wealth Partner
Kredere Wealth Partner delivers wealth management, succession planning, tax, portfolio reporting, and investment advisory services.
Founder(s):
Location: Mumbai, Maharashtra, India
Industries: Consulting, Finance, Wealth Management
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Axis Bank
Axis Bank is a banking institution offering commercial, corporate and retail banking, and treasury operations.
Founder(s): Manoj Agrawal
Location: Mumbai, Maharashtra, India
Industries: Banking, Financial Services, Insurance, Wealth Management
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