101 Top Indian Wealth Management Companies and Startups of 2021

July 2, 2021

This article showcases our top picks for the best Indian 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

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Top Indian Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Yes Bank

Yes Bank

Crunchbase Website Twitter Facebook Linkedin

YES BANK is a large private sector bank that offers comprehensive banking and financial solution to all its valued customers.

MobiKwik

MobiKwik

Crunchbase Website Twitter Facebook Linkedin

MobiKwik is India’s leading fintech platform, operating businesses in consumer payments, payment gateway, and financial services.

MobiKwik

Axis Bank

Crunchbase Website Twitter Facebook Linkedin

Axis Bank is a banking institution offering commercial, corporate and retail banking, and treasury operations.

MobiKwik

Jupiter

Crunchbase Website Twitter Facebook Linkedin

Jupiter is a provider of digital retail banking services to help users track their expenses.

MobiKwik

INDwealth

Crunchbase Website Twitter Facebook Linkedin

INDwealth is an Artificial Intelligence and Machine learning-based wealth management platform for HNI families.

MobiKwik

WealthDesk

Crunchbase Website Twitter Facebook Linkedin

WealthDesk is a business-to-business-to-consumer (B2B2C) investment-tech platform.

MobiKwik

Scripbox

Crunchbase Website Twitter Facebook Linkedin

Scripbox owns and operates an online investing platform that distributes mutual funds in India.

MobiKwik

Edelweiss Global Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Edelweiss Global Investment Advisors is into wealth management, capital markets, asset management and asset reconstruction.

MobiKwik

Kuvera.in

Crunchbase Website Twitter Facebook Linkedin

An online platform for mutual fund investments.

MobiKwik

ICICI Securities

Crunchbase Website Twitter Facebook Linkedin

ICICI Securities is an integrated securities firm.

MobiKwik

IIFL

Crunchbase Website Twitter Facebook Linkedin

IIFL is a leading financial services company in India.

MobiKwik

Cube

Crunchbase Website Twitter Facebook Linkedin

Cube is democratising access to the world’s best investments for any global investor.

MobiKwik

IIFL Investment Managers

Crunchbase Website Twitter Facebook Linkedin

IIFL Investment Managers is a wealth and asset management company in India.

MobiKwik

ёpeople

Crunchbase Website Twitter Facebook Linkedin

A leading financial services firm, which along with its associates, provides.

MobiKwik

Karvy Group

Crunchbase Website Twitter Facebook Linkedin

KARVY is one of India’s largest integrated financial services group.

MobiKwik

Piggy

Crunchbase Website Twitter Facebook Linkedin

Piggy is an investment application that allows direct fund investments.

MobiKwik

WealthApp

Crunchbase Website Twitter Facebook Linkedin

WealthApp, realizes the constraints of the working professional and is built so that they spend only the absolute necessary.

MobiKwik

Goalwise

Crunchbase Website Twitter Facebook Linkedin

Goalwise is a mutual fund investment platform that provides an investment plan to achieve financial goals.

MobiKwik

Arthya Wealth and Investments

Crunchbase Website Twitter Facebook Linkedin

Arthya Wealth and Investments is a wealth management and investment advisory firm.

MobiKwik

myCFO

Crunchbase Website Twitter Facebook Linkedin

MyCFO is a leading implementation services company

MobiKwik

savart

Crunchbase Website Twitter Facebook Linkedin

Savart is a wealth management platform that assists in investing stocks and mutual funds.

MobiKwik

Angel Broking

Crunchbase Website Twitter Facebook Linkedin

Angel Broking is a stock broking and wealth management firm.

MobiKwik

Fincash.com

Crunchbase Website Twitter Facebook Linkedin

A startup in the personal finance space in India .

MobiKwik

IFMR Rural Channels and Services

Crunchbase Website Twitter Facebook Linkedin

IFMR Rural Channels and Services provides a range of financial products and services to individuals and enterprises.

MobiKwik

HEM ANGELS

Crunchbase Website Twitter Facebook Linkedin

Financial Services, Investment Banking, Private Equity, Fintech

MobiKwik

Valuefy Solutions

Crunchbase Website Twitter Facebook Linkedin

Valuefy is a premier investment technology company serving the leading financial institutions in India and across the world.

MobiKwik

Client Associates

Crunchbase Website Twitter Facebook Linkedin

Client Associates (CA) is India’s First “Multi Family Office Firm” and provides Private Wealth Management services in India.

MobiKwik

Alice Blue

Crunchbase Website Twitter Facebook Linkedin

Alice Blue is one of the most valued Retail Broking Houses in India. We help you trade on BSE & NSE, across multiple asset classes.

MobiKwik

5nance.com

Crunchbase Website Twitter Facebook Linkedin

5nance.com is an online financial planning and management platform.

MobiKwik

Koshex

Crunchbase Website Twitter Facebook Linkedin

Koshex is a next-gen personal finance and wealth management service.

MobiKwik

Punjab & Sind Bank

Crunchbase Website Twitter Facebook Linkedin

Punjab & Sind Bank is a public sector bank that synchronizes the human, financial, and technological resources.

MobiKwik

ClearMyDues

Crunchbase Website Twitter Facebook Linkedin

ClearMyDues is an company that helps customers in improving their credit scores.

MobiKwik

Karvy Stock Broking

Crunchbase Website Twitter Facebook Linkedin

Karvy Stock Broking Limited will help build your investment profile in order to meet your financial goals, factoring in your risk appetite.

MobiKwik

Miles Software

Crunchbase Website Twitter Facebook Linkedin

Miles Software is a global technology solutions leader in the Wealth, Asset and Portfolio Management space.

MobiKwik

FIA Technology Services

Crunchbase Website Twitter Facebook Linkedin

FIA Technology Services offers financial services for social and economic inclusion, livelihood empowerment and poverty alleviation.

MobiKwik

Trade Plus

Crunchbase Website Twitter Facebook Linkedin

Trade Plus Online is the new revamped online brand of Navia Markets Ltd. and Navia Commodities Broker Pvt. Ltd.

MobiKwik

Samrat Investments

Crunchbase Website Twitter Facebook Linkedin

Personal savings, Investment management, Funding, Freedom venture & Financial consultancy and Wealth Management.

MobiKwik

WE Investments

Crunchbase Website Twitter Facebook Linkedin

An Investment Management Company based in New Delhi, founded by Soumay Gupta

MobiKwik

Clearfunds

Crunchbase Website Twitter Facebook Linkedin

Online, discount mutual fund robo-advisor for India

MobiKwik

IFAnow

Crunchbase Website Twitter Facebook Linkedin

IFAnow is a world class advisory platform for the modern advisor.

MobiKwik

PrognoAdvisor

Crunchbase Website Twitter Facebook Linkedin

PrognoAdvisor is the first FEE ONLY Digital Personal Financial Advisor from India

MobiKwik

Moneyjar

Crunchbase Website Twitter Facebook Linkedin

Moneyjar is an online financial ecosystem that provides sophisticated investment advice and seamless transactional platforms at scale.

MobiKwik

Edelweiss Broking

Crunchbase Website Twitter Facebook Linkedin

Edelweiss Broking is dedicated to building long term relationships with clients and empowering them to gain from market opportunities.

MobiKwik

ZEVA ASTRAS Private Wealth Management.

Crunchbase Website Twitter Facebook Linkedin

We are changing the way wealth is managed in India.

MobiKwik

RupeeVest

Crunchbase Website Twitter Facebook Linkedin

RupeeVest is an online investment and research platform for Mutual Funds and Corporate Fixed Deposits

MobiKwik

Capitalmind

Crunchbase Website Twitter Facebook Linkedin

Technology Enabled Wealth Management

MobiKwik

All India ITR

Crunchbase Website Twitter Facebook Linkedin

ALL India ITR offers easy income tax return e-filing services within minimum possible time with latest e-filing technology.

MobiKwik

Dvara Money

Crunchbase Website Twitter Facebook Linkedin

Dvara Money provides neo wealth management services to the newly banked with a vision to empower them towards financial wellness.

MobiKwik

Maxmywealth

Crunchbase Website Twitter Facebook Linkedin

Maxmywealth is a really intelligent way to save, invest, and reduce taxes.

MobiKwik

Dalal Street Investment Journal

Crunchbase Website Twitter Facebook Linkedin

Dalal Street Investment Journal (DSIJ) is the oldest and the most trusted magazine when it comes to equity investments.

MobiKwik

Choice Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Choice Wealth Management is an AMFI registered mutual fund distributor.

MobiKwik

Vivekam Financial Services

Crunchbase Website Twitter Facebook Linkedin

Vivekam is SEBI Registered Investment Advisor (RIA) known for its process driven automated products in Equity, Derivatives and Mutual Funds.

MobiKwik

SaveDesk

Crunchbase Website Twitter Facebook Linkedin

SaveDesk is the online marketplace for Import Finance in India.

MobiKwik

Wealthy Fox

Crunchbase Website Twitter Facebook Linkedin

Wealthyfox is a decision support system for retail investors.

MobiKwik

Wixifi

Crunchbase Website Twitter Facebook Linkedin

Wixifi is the only robo investment advisory service in India.

MobiKwik

Wealth Advisors Pvt. Ltd

Crunchbase Website Twitter Facebook Linkedin

Wealth Advisors is a full-service, client-centric investment solutions firm.

MobiKwik

Success Trading

Crunchbase Website Twitter Facebook Linkedin

Success Trading is a revolutionary Investment Management and Artificial Intelligence based Algorithmic Trading firm

MobiKwik

Majestic Rise

Crunchbase Website Twitter Facebook Linkedin

Majestic Rise is a wealth management and real estate company based in Tricity.

MobiKwik

Kotak Commodities

Crunchbase Website Twitter Facebook Linkedin

Kotak Commodities is promoted by the Kotak family that has decades of experience in commodity trading.

MobiKwik

Plus Capital

Crunchbase Website Twitter Facebook Linkedin

Plus Capital provides private wealth management, corporate wealth management, private equity advisory, and merger and acquisition advisory.

MobiKwik

ithought advisory

Crunchbase Website Twitter Facebook Linkedin

ithought advisory is a financial solutions company.

MobiKwik

AFII

Crunchbase Website Twitter Facebook Linkedin

Structured Finance, ECA Finance, Asset Finance, Equity leveraging and Securitization, Infrastructure Joint Ventures, Finance and Investments

MobiKwik

Ambit

Crunchbase Website Twitter Facebook Linkedin

Ambit provides financial advice and solutions in the areas of investment banking, asset management and wealth management.

MobiKwik

FinArk

Crunchbase Website Twitter Facebook Linkedin

Financial & Business Services

MobiKwik

WealthERP

Crunchbase Website Twitter Facebook Linkedin

WealthERP wealth management cum financial services platform.

MobiKwik

Right Horizons

Crunchbase Website Twitter Facebook Linkedin

Right Horizons is to provide you end to end wealth management solutions under one roof. From investment advisory.

MobiKwik

ManageMyFortune

Crunchbase Website Twitter Facebook Linkedin

ManageMyFortune is a one-stop personal investment management solution.

MobiKwik

Elite Wealth

Crunchbase Website Twitter Facebook Linkedin

Elite Wealth focuses on financial Planning, broking, PMS, insurance services and wealth advisory solutions.

MobiKwik

Maxsimos Techsoft

Crunchbase Website Twitter Facebook Linkedin

Maxsimos was formed with the sole purpose of helping businesses take an idea to market quickly and then scale up rapidly.

MobiKwik

Qykly

Crunchbase Website Twitter Facebook Linkedin

Qykly is an innovative and Interactive personal assistant.

MobiKwik

Finstitution

Crunchbase Website Twitter Facebook Linkedin

Finstitution is a 360 degree client-centric, online, assisted robot advisory fintech.

MobiKwik

CAGRfunds

Crunchbase Website Twitter Facebook Linkedin

Financial Planning cum Wealth Management Company

MobiKwik

Proficio Advisors

Crunchbase Website Twitter Facebook Linkedin

Proficio Advisors is one of foremost Mumbai based transaction focussed Investment bank company located in Mumbai.

MobiKwik

Fundsinn

Crunchbase Website Twitter Facebook Linkedin

FundsInn.com is an online investment platform were individuals can invest and manage a wide range of products.

MobiKwik

Bharosa Technoserve

Crunchbase Website Twitter Facebook Linkedin

Bharosa Technoserve is a financial services providing company.

MobiKwik

MyWealthJunction

Crunchbase Website Twitter Facebook Linkedin

MyWealthJunction provides a solution for end-to-end wealth management services.

MobiKwik

Trustline Group

Crunchbase Website Twitter Facebook Linkedin

Trustline Group provides investment solutions for corporates, institutions, and retail investors.

MobiKwik

AssuredGain

Crunchbase Website Twitter Facebook Linkedin

AssuredGain provides financial planning, portfolio management and wealth management services for individuals and their families.

MobiKwik

LawKonect

Crunchbase Website Twitter Facebook Linkedin

Lawkonect – One stop solution for all your legal needs

MobiKwik

Wholelife

Crunchbase Website Twitter Facebook Linkedin

WholeLife is a wealth management and investment advisory firm.

MobiKwik

Sushil Financial Services

Crunchbase Website Twitter Facebook Linkedin

Sushil Finance provides financial services like wealth management, tax preparation, insurance, and loans.

MobiKwik

GoChanakya

Crunchbase Website Twitter Facebook Linkedin

An online market place for finding the best Financial Advisors, Wealth Managers, Stock Brokers, Insurance Advisors.

MobiKwik

Bonanza Finmart

Crunchbase Website Twitter Facebook Linkedin

Bonanza Finmart offers wealth management, equity broking, financial and advisory services.

MobiKwik

Intelx Money

Crunchbase Website Twitter Facebook Linkedin

Intelx Money delivers independent advice and thoughtfully designed wealth management solutions.

MobiKwik

TaxeHelp

Crunchbase Website Twitter Facebook Linkedin

TaxeHelp offers is a taxation filing based online portal covering income tax, tax returns, as well as local and national tax services.

MobiKwik

Qsac Wealth Managers

Crunchbase Website Twitter Facebook Linkedin

Qsac Wealth Managers is a wealth management company that provides investment advisory services.

MobiKwik

Shah Investor’s Home

Crunchbase Website Twitter Facebook Linkedin

Shah Investor’s Home offers stock management, insurance, wealth management, and mutual fund services.

MobiKwik

Anand Saklecha & Co

Crunchbase Website Twitter Facebook Linkedin

Anand Saklecha & Co is a CPA firm that offers financial services in accounting, taxation, bookkeeping and payroll.

MobiKwik

My Finance Buddy

Crunchbase Website Twitter Facebook Linkedin

My Finance Buddy is a personal finance manager For android.

MobiKwik

Square league

Crunchbase Website Twitter Facebook Linkedin

Square league provides strategic and state-of-the-art wealth management solutions.

MobiKwik

Anush

Crunchbase Website Twitter Facebook Linkedin

Anush is a financial services firm that offers financial products and services.

MobiKwik

OneConnect Money

Crunchbase Website Twitter Facebook Linkedin

One stop shop for Financial Products

MobiKwik

Sachin Karpe Business Consultant

Crunchbase Website Twitter Facebook Linkedin

I provide an analysis of the existing practices of a company and make recommendations for improvements.

MobiKwik

Power Your Finance

Crunchbase Website Twitter Facebook Linkedin

Power Your Finance simplifies investment planning for you by means of digitalization.

MobiKwik

Client first

Crunchbase Website Twitter Facebook Linkedin

Client first specializes in estate planning, insurance, fixed deposits, mutual funds, retirement benefits and wealth management services.

MobiKwik

Dhanada Corporation

Crunchbase Website Twitter Facebook Linkedin

Dhanada Corporation Creates financial wealth for its shareholders & Act with integrity, competence and dignity.

MobiKwik

Wealth Traits Financial Planners

Crunchbase Website Twitter Facebook Linkedin

Wealth Traits Financial Planners specializes in retirement planning, wealth & shariah Loan advisory and shariah wealth management services.

MobiKwik

Systematix Securities

Crunchbase Website Twitter Facebook Linkedin

Systematix Securities is an investment advisory firm that provides services like equity trading, leasing, research and consulting.

MobiKwik

EasternExpress Advisors

Crunchbase Website Twitter Facebook Linkedin

EasternExpress Advisors is an investment advisory and wealth management firm.

MobiKwik

Bombay Talkies

Crunchbase Website Twitter Facebook Linkedin

Bombay Talkies provides financing solutions, advisory services and investment activities.

MobiKwik

YES Securities

Crunchbase Website Twitter Facebook Linkedin

YES Securities offers investment banking, wealth management and financial advisory services.

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