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10 Best Wealth Management Startups – 2022
Given the increasing competition with business and industrial landscape growing in India, wealth is growing rapidly in the country, and so is the need for wealth management. Earlier, in the late 1980s and early 1990s, where there were minimal professional investment advisors in India and wealth management services were restricted to a handful of high networth individuals (HNIs), the situation has changed drastically with the introduction of professional wealth managers, over the last decade. Today, the Wealth management industry has moved beyond HNIs and UHNIs, considering the retail investors who actively indulge in investments across assets. As per remarks, the wealth management industry in India is growing rapidly mainly on the back of economic prospects, positive demographics,...
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10 Best Wealth Management Startups – 2022
Propose your Nomination
Our subscribers play a decisive role in finalization of our annual list of Top Wealth Management Startups – 2022 by nominating those which have served them with excellence and are praiseworthy. If you feel there is a company that deserves to be on our annual list, do write to us about them mentioning their value proposition.
| Company Logo | Company Name | Company Management | Company Description |
|---|---|---|---|
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Angel Broking | Gautham C. , Channel Partner | 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 |
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Armstrong Capital Advisory | Manju Mastakar , Managing Director | 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 |
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Avendus Wealth Management | Shomil Pant, Director | Emphasizing on creating customized solutions in the areas of asset management, credit solutions, investment banking and wealth management |
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Bajaj Capital | K. K. Bajaj, Founder | Offering personalized investment solutions to individual investors, Non- Resident Indians (NRIs), and High Networth clients, among others |
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BFC Capital | Sunil Gupta, CEO | BFC Capital is a company promoted by young professionals with a vision to place the organization among the best Financial Service Providers |
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Blue Lake Capital Management | Vishal Ahuja, Founder | Blue Lake Capital Management is a boutique investment outfit dedicated to growing the wealth of it’s valued clients. BLCM focusses on a niche of Ultra High Net Worth Individuals, Family Offices, Trusts and Institutional Investors who trust BLCM to be diligent stewards, to protect and grow their wealth |
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Centrum | Amit Garg, Director | Diversified financial services organization with deep experience in financial markets such a as Corporate Finance & Advisory, Primary & Secondary Debt Placement, Project Finance and Corporate Debt Restructuring, Retail and Personal Health Management |
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Conscience Multi Family Office | Vignesh Sundararaman & Ronak Shah, Founders | An humble attempt to bridge the gap between Business ventures, Family Assets & Wealth Management and our core competency lies therein and the focus is on constantly guiding families and diverse groups |
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Generational Capital | Satwik Jain, Founder | A leading multi family office with the vision to protect & grow savers' irreplaceable capital by acting as private CFO to high net worth individuals with services spanning, across investment banking, real estate, taxation & lending solutions |
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IIFL Wealth Management | Girish Venkataraman, 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 |
