This article showcases our top picks for the best Mumbai based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Mumbai Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Yes Bank
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YES BANK is a large private sector bank that offers comprehensive banking and financial solution to all its valued customers.
Axis Bank
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Axis Bank is a banking institution offering commercial, corporate and retail banking, and treasury operations.
Jupiter
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Jupiter is a provider of digital retail banking services to help users track their expenses.
ICICI Securities
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ICICI Securities is an integrated securities firm.
Cube
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Cube is democratising access to the world’s best investments for any global investor.
IIFL Investment Managers
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IIFL Investment Managers is a wealth and asset management company in India.
ёpeople
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A leading financial services firm, which along with its associates, provides.
Edelweiss Global Investment Advisors
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Edelweiss Global Investment Advisors is into wealth management, capital markets, asset management and asset reconstruction.
Arthya Wealth and Investments
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Arthya Wealth and Investments is a wealth management and investment advisory firm.
IIFL
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IIFL is a leading financial services company in India.
Piggy
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Piggy is an investment application that allows direct fund investments.
Angel Broking
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Angel Broking is a stock broking and wealth management firm.
Fincash.com
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A startup in the personal finance space in India .
HEM ANGELS
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Financial Services, Investment Banking, Private Equity, Fintech
Valuefy Solutions
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Valuefy is a premier investment technology company serving the leading financial institutions in India and across the world.
5nance.com
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5nance.com is an online financial planning and management platform.
WealthDesk
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WealthDesk is a business-to-business-to-consumer (B2B2C) investment-tech platform.
Miles Software
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Miles Software is a global technology solutions leader in the Wealth, Asset and Portfolio Management space.
Clearfunds
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Online, discount mutual fund robo-advisor for India
Moneyjar
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Moneyjar is an online financial ecosystem that provides sophisticated investment advice and seamless transactional platforms at scale.
Choice Wealth Management
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Choice Wealth Management is an AMFI registered mutual fund distributor.
Maxmywealth
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Maxmywealth is a really intelligent way to save, invest, and reduce taxes.
Edelweiss Broking
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Edelweiss Broking is dedicated to building long term relationships with clients and empowering them to gain from market opportunities.
Plus Capital
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Plus Capital provides private wealth management, corporate wealth management, private equity advisory, and merger and acquisition advisory.
Wealthy Fox
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Wealthyfox is a decision support system for retail investors.
Kotak Commodities
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Kotak Commodities is promoted by the Kotak family that has decades of experience in commodity trading.
ManageMyFortune
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ManageMyFortune is a one-stop personal investment management solution.
CAGRfunds
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Financial Planning cum Wealth Management Company
Sushil Financial Services
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Sushil Finance provides financial services like wealth management, tax preparation, insurance, and loans.
Ambit
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Ambit provides financial advice and solutions in the areas of investment banking, asset management and wealth management.
Proficio Advisors
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Proficio Advisors is one of foremost Mumbai based transaction focussed Investment bank company located in Mumbai.
Bonanza Finmart
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Bonanza Finmart offers wealth management, equity broking, financial and advisory services.
Intelx Money
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Intelx Money delivers independent advice and thoughtfully designed wealth management solutions.
Finstitution
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Finstitution is a 360 degree client-centric, online, assisted robot advisory fintech.
Sachin Karpe Business Consultant
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I provide an analysis of the existing practices of a company and make recommendations for improvements.
GoChanakya
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An online market place for finding the best Financial Advisors, Wealth Managers, Stock Brokers, Insurance Advisors.
Bombay Talkies
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Bombay Talkies provides financing solutions, advisory services and investment activities.
YES Securities
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YES Securities offers investment banking, wealth management and financial advisory services.
My Financial Advisor
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MFA is one of the best Goal-based investing firms in the financial services industry.
