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  • 10 Most Promising Wealth Management Consultants - 2020

    Wealth management has been facing a significant disruption in both the fronts of customer experience and digital transformation. Hence, it has never been so important than today to deeply understand the clients' expectations and demographics. Today, individuals are demanding omni-channel experience and hyper personalization.  Hence, with proper and deeper customer insights, firms can grasp the changing ethos of their clients and develop solutions accordingly. Furthermore, with new business models with ever increasing competition, increased regulatory burdens, and rising costs of risk, is making it harder for advisors/consultants to generate superior investment performance for their clients. Hence, perfectly understanding the current situation in the market, and after...

10 Most Promising Wealth Management Consultants - 2020

Company Logo Company Name Company Management Company Description
Blue Inkk Blue Inkk Mayank Goel, Founding Partner A well informed and dynamic team provides wealth management by proper research.
BodyCafé BodyCafé Tanushree Ishani D & Pooja Karegoudar, Co-Founders Incorporating grooming, spa, wellness, home care, baby care, etc.
D And K Wealth Advisors D And K Wealth Advisors Darshit Khetani, Director An inclusive wealth advisory and consultancy firm to help individuals with their savings and wealth creation needs.
Financial Hospital Financial Hospital Manish Hingar, CEO Providing wealth management solutions in equity, debt, and other categories in India and abroad.
Forthius Consulting Forthius Consulting Kshitij Lodha, Founder A unique client­centric advisory firm offering bespoke wealth solutions leveraging a decade of experience, exposure & expertise across diverse financial sectors.
Groww Groww Harsh Jain, Co-Founder & COO Groww is making money management easy and investment planning easier and has 35+ fund partners.
Mehta Fincon Mehta Fincon Keyur Mehta, Chairman & CIO, Krunal Mehta, MD & CEO, & Kinjal Mehta, Director & COO A premium wealth management firm catering to HNIs and Ultra HNIs that pioneered Portfolio Management Service (PMS) in South Gujrat.
Sanctum Wealth Management Sanctum Wealth Management Shiv Gupta, Founder & Chief Executive Officer With a plethora of solutions in investment products, wealth planning, and real estate, it is helping family wealth planning easier.