64 Top Mumbai Wealth Management Companies and Startups

June 10, 2022

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

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Top Mumbai Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Jupiter

Jupiter

Crunchbase Website Twitter Facebook Linkedin

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

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.

Yes Bank

Axis Bank

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

WealthDesk

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

ICICI Securities

Crunchbase Website Twitter Facebook Linkedin

ICICI Securities is an integrated securities firm.

Yes Bank

IIFL Wealth Management

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

IIFL Finance

Crunchbase Website Twitter Facebook Linkedin

IIFL Finance is a leading financial services company in India.

Yes Bank

Cube

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

Piggy

Crunchbase Website Twitter Facebook Linkedin

Piggy is an investment application that allows direct fund investments.

Yes Bank

Waterfield Advisors

Crunchbase Website Twitter Facebook Linkedin

Waterfield Advisors is a Multi-Family Office and Wealth Advisory Firm.

Yes Bank

ёpeople

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

Edelweiss Global Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

myCFO

Crunchbase Website Twitter Facebook Linkedin

MyCFO is a leading implementation services company

Yes Bank

Fincash.com

Crunchbase Website Twitter Facebook Linkedin

A startup in the personal finance space in India .

Yes Bank

Arthya Wealth and Investments

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

HEM ANGELS

Crunchbase Website Twitter Facebook Linkedin

Hem Angels is the fastest growing angel network in India which invest in early stage revenue generating startup across various sectors.

Yes Bank

Angel Broking

Crunchbase Website Twitter Facebook Linkedin

Angel Broking is a stock broking and wealth management firm.

Yes Bank

OpenQ

Crunchbase Website Twitter Facebook Linkedin

OpenQ is a smart beta wealth management platform that focuses on investment strategies and portfolio construction advice.

Yes Bank

HDFC Securities

Crunchbase Website Twitter Facebook Linkedin

HDFC Securities Provides Capital Markets Services.

Yes Bank

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.

Yes Bank

Profitmart

Crunchbase Website Twitter Facebook Linkedin

Profitmart is a trading firm that provides private equity, mutual funds, investment, stock advice, and wealth management services.

Yes Bank

YES Securities

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

BeyondIRR

Crunchbase Website Twitter Facebook Linkedin

BeyondIRR is a B2B wealth-tech business to assist wealth rms, wealth managers, independent financial advisors, RIAs and MFDs.

Yes Bank

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.

Yes Bank

5nance.com

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

BP Wealth

Crunchbase Website Twitter Facebook Linkedin

BP Wealth is a wealth management company that offers stock idea notes, option calls, intraday trade, and equity brokerage services.

Yes Bank

Writer

Crunchbase Website Twitter Facebook Linkedin

Writer is a global company that offers relocation services, information management, realty, hospitality, and cash management services.

Yes Bank

Equiseed Wealth

Crunchbase Website Twitter Facebook Linkedin

Digital Wealth Management

Yes Bank

Choice Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Choice Wealth Management is an AMFI registered mutual fund distributor.

Yes Bank

Ambit

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

Kofounderz Team

Crunchbase Website Twitter Facebook Linkedin

Kofounderz Team generates and enriches an environment that allows investors and startups to create wealth and value.

Yes Bank

Kotak Commodities

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

Clearfunds

Crunchbase Website Twitter Facebook Linkedin

Online, discount mutual fund robo-advisor for India

Yes Bank

Miles Software

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

Moneyjar

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

WealthMagic

Crunchbase Website Twitter Facebook Linkedin

WealthMagic is a a SaaS provider in the wealth management space.

Yes Bank

Plus Capital

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

StockAxis

Crunchbase Website Twitter Facebook Linkedin

StockAxis specializes in portfolio management, equity research, wealth creations, stock trading and portfolio advisory services.

Yes Bank

CAGRfunds

Crunchbase Website Twitter Facebook Linkedin

Financial Planning cum Wealth Management Company

Yes Bank

Citigroup – Indian Consumer Banking

Crunchbase Website Twitter Facebook Linkedin

Citigroup – Indian Consumer Banking provides credit cards, retail banking, wealth management, and consumer loans services.

Yes Bank

Prodigy Investment Management

Crunchbase Website Twitter Facebook Linkedin

Prodigy Investment Management is an investment firm that specializes in niche portfolio management.

Yes Bank

GoChanakya

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

My Financial Advisor

Crunchbase Website Twitter Facebook Linkedin

MFA is one of the best Goal-based investing firms in the financial services industry.

Yes Bank

JR Laddha Financial Services

Crunchbase Website Twitter Facebook Linkedin

JR Laddha Financial Services is an advisory firm that offers a bouquet of financial services to wealthy families and corporate houses.

Yes Bank

Ghalla Bhansali

Crunchbase Website Twitter Facebook Linkedin

Ghalla Bhansali renders portfolio restructuring, equity SIPs, stockbroking, wealth management, financial planning and depository services.

Yes Bank

Sushil Financial Services

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

Jain Investment

Crunchbase Website Twitter Facebook Linkedin

Jain Investment is a financial management company.

Yes Bank

Nidhi Investments

Crunchbase Website Twitter Facebook Linkedin

Nidhi Investments is a professional financial service, life insurances, wealth management, home loans, and consulting firm.

Yes Bank

Bombay Talkies

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

Ambit

Crunchbase Website Twitter Facebook Linkedin

Ambit is a financial advisory agency that offers investment banking, asset/wealth management, institutional equities and research services.

Yes Bank

Proficio Advisors

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

Intelx Money

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

NNM Securities

Crunchbase Website Twitter Facebook Linkedin

NNM Securities offers financial products and services such as equity, commodity, currency, derivatives, and mutual funds.

Yes Bank

ReliaBull Wealth

Crunchbase Website Twitter Facebook Linkedin

ReliaBull Wealth is a financial services company.

Yes Bank

S. J. Financial & Management Consultants

Crunchbase Website Twitter Facebook Linkedin

S. J. Financial & Management Consultants offers investment banking, wealth management, and consulting services.

Yes Bank

Mata Securities India

Crunchbase Website Twitter Facebook Linkedin

Mata Securities India is a finance company that provides financial advice and wealth management services.

Yes Bank

KRChoksey Holdings

Crunchbase Website Twitter Facebook Linkedin

KRChoksey Holdings provides wealth management, financial planning, equity, derivatives, portfolio management, depository, and NBFC services.

Yes Bank

Parag Parikh Financial Advisory Services

Crunchbase Website Twitter Facebook Linkedin

Parag Parikh Financial Advisory Services offers expertise in research-focused risk and portfolio management to investors and corporations.

Yes Bank

Indiabulls Ventures

Crunchbase Website Twitter Facebook Linkedin

Indiabulls Ventures is a financial service company that offers consumer credit, asset reconstruction, and capital market business services.

Yes Bank

Alacrity Securities

Crunchbase Website Twitter Facebook Linkedin

Alacrity Securities is a stock broking firm that offers currency derivatives, mutual funds, wealth management and other financial services.

Yes Bank

Kredere Wealth Partner

Crunchbase Website Twitter Facebook Linkedin

Kredere Wealth Partner delivers wealth management, succession planning, tax, portfolio reporting, and investment advisory services.

Yes Bank

IndoInvesting

Crunchbase Website Twitter Facebook Linkedin

IndoInvesting is an online wealth management platform that helps clients invests their money and to keep track on their financial goals.

Yes Bank

Bonanza Finmart

Crunchbase Website Twitter Facebook Linkedin

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

Yes Bank

Finstitution

Crunchbase Website Twitter Facebook Linkedin

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

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