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20 Most Promising Wealth Management Consultants - 2018
In the recent times, wealth management is hovering as the new buzzword with huge prominence and boundless trust of organizations over the Indian financial services sector. This is because many new millionaires and heaps of shrewdly invested money are emerging in profusion among the growing asset classes. Moreover, Indian wealth managers are posed with a market accounting to $1.5 trillion investible wealth which is forecasted to double in the next five years. Hence, wealth management today is not just about enhancing the existing wealth of individuals but leapfrogging in sophistication and scope, generating high returns, creating personalized services and promising to address every requirement of the individuals. In spite of the surging eminence, the wealth management industry is...
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20 Most Promising Wealth Management Consultants - 2018
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| Company Logo | Company Name | Company Management | Company Description |
|---|---|---|---|
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Angel Broking | Amit Tandon, CEO | With rising competition, tight margins, and the changing customer expectations, the ability to develop employees and connect workforce decisions with financial insights is now more important than ever before for the retail sector |
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Armstrong Capital Advisory | Manju Mastakar, Managing Director | A privately owned investment management firm counselling both individuals and businesses that intends to bridge the gap between where their clients are now financially, and where they want to be |
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AUM Capital | Dinesh K. Jain, Managing Director | With unparalleled experience, in-depth research and organized decision-making skills, the firm crafts unique wealth management solutions to generate best returns and provide diversification for clients’ financial portfolios |
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Avendus Wealth Management | George Mira , CEO | Emphasizing on creating customized solutions in the areas of asset management, credit solutions, investment banking and wealth management |
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Bajaj Capital | K. K. Bajaj, Founder & Chairman | Offering personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others |
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BFC Capital | Aditya Ahluwalia, CEO | BFC Capital is a company promoted by young professionals with a vision to place the organization among the best Financial Service Providers |
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Centrum | Chandir Gidwani , Chairman Emeritus | Diversified financial services organization with deep experience in financial markets such a as Equity Capital Markets, M&A Advisory, Corporate Finance & Advisory, Primary & Secondary Debt Placement, Project Finance and Corporate Debt Restructuring, Retail and Personal Health Management |
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ClientAlley Wealth Managers | Nitin Avasthi, Founder | A one-stop solution offering customized plan for your mutual funds, fixed income products, insurance, staructures products, real estates services, PMS, alternative investments, estate planning services and more |
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IIFL Wealth Management | Karan Bhagat, Founder, MD & CEO | An experienced product team offering innovative & customized products and portfolio strategies aligned with clients’ interests, and with an All-in-Fee payment model eliminates the brokerage costs |
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Invest Advice | Sachin Gupta, Founder & CEO | Specilaizing in financial planning real estates services, loans and mortgages, tax planning and advisory |
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KW Wealth Advisors | Rajan Wadhwan & Ashwin Karmarkar, Directors | Deploying a simple tracking mechanism, the firm seamlessly maintains a balance in clients’ financial portfolios to achieve their long-term goals |
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Magnus Capital Services | (L-R)Kedar Kango& Lohit Poojary, Co-Founders | Leveraging technology and experience, this Investment Expert duo provides various financial services (Mutual funds, Bonds, general insurance, direct equity and others), with a holistic need-driven approach |
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Multi Act | Prashant K. Trivedi, Chairman | Provides a range of clients from wealthy families, family business owners to sophisticated investors and capital intermediaries around the globe |
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Narnolia Finanacial Advisors | Krishna N. Narnolia, Chairman & Managing Director | Most trusted, knowledgeable, understanding and concerned provider of value added and customer-centric financial services in strategically chosen class and mass market |
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RITI Investment And Consultancy | Arun Narasani, Chairman | The wealth management industry in India is mostly managed by bankers and individual financial advisors who approach customers soliciting relationship through a reference or by other means |
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Sundaram Asset Management | Sunil Subramaniam, CEO | Catering all wealth management products and services under one umbrella |
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Ultimate Wealth Managers | Arun Narasani, Chairman | Upholding 12 years of experience in proviidng unbiased advisory and excellent service standards |
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VitalSource Knowledge Associates | CA George Kurian, Director-Management Consulting | Offering end-to-end services ranging from compliance and outsourced financial services to manpower placement and industry specific training |
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Wealth Advisors | V. Mahadevan, Founder & Executive Director | An independent, full-service, client-centric investment solutions firm that offers services under private wealth management, family office and investment adviser |
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Wealth Technology & Services | Avik Biswas, CEO | Redefining the FinTech landscape and building products for the investment industry |