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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...

Company Logo Company Name Company Management Company Description
Angel Broking 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
Armstrong Capital Advisory Armstrong Capital Advisory Sneha, CEO 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
AUM Capital 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
Avendus Wealth Management Avendus Wealth Management George Mira , CEO Emphasizing on creating customized solutions in the areas of asset management, credit solutions, investment banking and wealth management
Bajaj Capital      Bajaj Capital K. K. Bajaj, Founder & Chairman Offering personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others
BFC Capital     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
Centrum 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
ClientAlley Wealth Managers  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
IIFL Wealth Management 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
Invest Advice  Invest Advice Sachin Gupta, Founder & CEO Specilaizing in financial planning real estates services, loans and mortgages, tax planning and advisory
KW Wealth Advisors 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
Magnus Capital Services 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
Multi Act 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
Narnolia Finanacial Advisors  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
RITI Investment And Consultancy      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
Sundaram Asset Management   Sundaram Asset Management Sunil Subramaniam, CEO Catering all wealth management products and services under one umbrella
Ultimate Wealth Managers Ultimate Wealth Managers Arun Narasani, Chairman Upholding 12 years of experience in proviidng unbiased advisory and excellent service standards
VitalSource Knowledge Associates 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
Wealth Advisors 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
Wealth Technology & Services Wealth Technology & Services Avik Biswas, CEO Redefining the FinTech landscape and building products for the investment industry