Discover Top 10 Wealth Management Companies in India. Explore expert rankings, detailed reviews, and the latest updates on top firms offering financial services.
Top 10 Wealth Management Companies in India
- Cholamandalam Investment and Finance Company Limited
Cholamandalam Investment and Finance Company Limited (Chola), incorporated in 1978 as the financial services arm of the Murugappa Group. Chola commenced business as an equipment financing company and has today emerged as a comprehensive financial services provider offering vehicle finance, home loans, home equity loans, SME loans, investment advisory services, stock broking and a variety of other financial services to customers. Chola operates from 1098 branches across India with assets under management above INR 63,501 Crores. The subsidiaries of Chola are Cholamandalam Securities Limited (CSEC), Cholamandalam Home Finance Limited (CHFL).
Products: Vehicle Finance
Loans against property
Home Loans
SME Loans
Rural & Agri Loans
Wealth Management
Address: 3rd Floor Plot no. 2 Shivaji Nagar, Besides Karan Kothari Opposite Wockhardt Hospital, L& T building, Ambazari Rd, Nagpur, Maharashtra 440015
Contact No.: 1800-102-4565
Website: http://www.cholamandalam.com/
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- Aditya Birla Retail Limited
Aditya Birla Capital Limited (ABCL) is the holding company of all the financial services businesses of the Aditya Birla Group. Through its subsidiaries and joint ventures, it manages aggregate assets worth more than Rs3000 billion and has a lending book of Rs601 billion (including housing) as of December 31, 2019. ABCL is among the top five private diversified NBFCs in India. It is also one of the largest private life insurance companies, asset management companies and general insurance brokers in the country. The company has undertaken various internal and external sustainability efforts to be a sustainability leader in its sector.
Services: Insurance
Wealth management
Financing
Advising
Address: 60, Old No. 1, New No. 18, PID, 135-18, 11th Main Rd, 4th Cross, Jayanagar 3rd Block East, Bengaluru, Karnataka 560011
Contact No.: +918041715050
Website: http://www.adityabirla.com/
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- Atwal Financial
Atwal Financial provides cross-border wealth management & financial planning globally for individuals & businesses, Indian rupee financial planning and business solutions. Since 2008 we have successfully delivered our services to clients worldwide. Being fee-based means we offer the widest range of plans, products & services, ensuring we deliver the best possible solution. Should we receive payment for any transaction we arrange, we will offset this against any chargeable fees. As a result, our approach is comprehensive and tailored which allows us to prioritise our client’s interests.
Services: Financial Planning
The India Desk
Business Solutions
Dealing Desk
UK Pensions QROPS
Property Wealth
Investment Process
Wealth Location
Wealth Management
Address: Eros International Tower, 15th, Nehru Place, New Delhi, Delhi 110048
Contact No.: +91 837-392-8038
Website: http://www.atwalfinancial.com/
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- RESURGENT INDIA LIMITED
We are a growing Investment Bank and a SEBI registered Category I Merchant Bank. also a certified company under ISO 9001:2008. We offer services in the lines of Mergers & Acquisitions, Private Equity, Debt Solutions, Structured Finance, Capital Market Solutions, Transaction Advisory, Valuations, Enterprise Risk and Tax Services, Training etc.
Services: Debt SyndicationDebt Syndication
Private EquityPrivate Equity
Financial Advisory ServicesFinancial Advisory Services
Valuation ServicesValuation Services
TEV Study & LIE ReportTEV Study & LIE Report
TrainingTraining
ResearchResearch
Retail Loan SyndicationRetail Loan Syndication
Wealth ManagementWealth Management
Credit AssessmentCredit Assessment
InsolvencyInsolvency
Credit Rating AdvisoryCredit Rating Advisory
Address: Unitech Business Zone, 903-906, 09th Floor, The Close South, Sector 50, Gurugram, Haryana 122018
Contact No.: +917840000667
Website: https://www.resurgentindia.com/
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- Motilal Oswal
Motilal Oswal is a financial services firm with various products and services such as Retail Broking and Distribution, Private Wealth Management, Institutional Broking, Asset Management, Private Equity, Commodity Brokering, Investment Banking, Currency Broking and Home Finance. The Full Service brokers client includes foreign institutional investors, retail customers, mutual funds, financial and corporate clients. Motilal Oswal has a network spread over 550 cities and towns comprising 2300 Business locations operated by the company and its Business Partners. The company had 10 lakh registered customers and team of approx. 2200 employees.
Services: All kind of trading & investment solutions are available at one stop (right from equities to Insurance)
You can trade across exchanges like – BSE, NSE, NCDEX and MSEI
All products are backed by the proper research & advice
Highly skilled dedicated advisors. Call & Trade desk are also available
Address: Motilal Oswal Financial Services Ltd. 765 Fly Edge Bldg, 7th Floor, 703, 705, 706, Above Tirumala, S. V Road, Borivali West, Mumbai – 400092
Contact No.: 022 40548383
Website: https://www.motilaloswal.com/
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- PA Wealth
is an Investment Services Organization having its head office in Ludhiana, Punjab. team has its core competence in Equity Research Analysis & Portfolio Management. The team is engaged in planning and handling customised, unconflicted investments for Retail and HNI clients. The team provides Professional Investment services for investments in Indian equities & debt instruments to Individuals, corporates and family offices.
Services: Equities
Mutual Funds
Insurance
Comprehensice Investment Services
Address: Apra Tower, Feroz Gandhi Market, Ludhiana, Punjab 141001
Contact No.: 099882 75566
Website: https://pawealth.in/
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- Kesari Financial Services (KFS)
Kesari Financial Services (KFS) is a leading Wealth Management, Real Estate Advisory and Loan Advisory Firm. We cater our services to the client base across the Globe. We are a professionally managed company founded as an extension of our significant establishment, Adeshwar Traders which has been operative for more than 40 years in Financial Services. In the extensive Financial Industry, we have first-hand knowledge and considerable experience in Financial Services having processed Rs. 6300 Cr. Plus of Asset Under Management and having served 1200 plus clients.
Services: REAL ESTATE
WEALTH MANAGEMENT
CORPORATE & RETAIL LOANS
NRI
IB & PRIVATE EQUITY
INSURANCE
Address: A Block, Office No. 43, Second Floor, Safal Sumel Business Park-2, Opposite Diwan Ballubhai School, Kankariya, Ahmedabad -380022
Contact No.: +91 8980047249
Website: https://kfsindia.com/
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- Crescore Wealth Management Services Pvt. Ltd
Crescore Wealth Management is one of India’s top financial services distribution company founded by Senior Financial Services professionals to provide a advice & execution services across wealth management to HNIs & large Corporates.
Services: Private Wealth Management
Family office engagements
Will management & Wealth Transfer
Estate Planning
Real Estate Advisory & executions
Stock Broking (Through our SEBI registered entity Crescore Stock Broking)
DP Services (Crescore Stock Broking is a member of ISE)
Insurance advisory (Fundron Fintech Services is a registered Corporate agent with IRDA)
Address: 403, 4th floor, Kirti Mahal Building, 19, Rajendra Place, New Delhi, Delhi 110008
Contact No.: 011 4214 8888
Website: crescorecapital.com
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- Prosperity Wealth Management (India)
Prosperity Wealth Management is an Indian investment firm that focuses on investing in high quality publicly listed companies available at reasonable valuations.
The companies we invest in operate on robust business models and are run by outstanding management teams. As investment managers, our goal is to generate returns that exceed a chosen benchmark index over the long run while ensuring that an adequate margin of safety is maintained to the capital deployed.
Services: Prosperity Discovery Fund
Prosperity India Fund
Address: No 1, Balaji Ave 1st St, Darmapuram, T. Nagar, Chennai, Tamil Nadu 600017
Contact No.: 088258 88200
Website: pwm-india.com
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- Karvy Private Wealth
Karvy Private Wealth, the distribution arm of the Karvy Group, is a much sought after distributor and referrer for high net worth individuals in India because of its demonstrated ability to create paradigm-changing long term value for clients. Over the years, we have gained unrivalled expertise in providing top-notch service delivery along with cutting-edge investment offerings. Karvy Private Wealth is based in Mumbai, with primary offices located in New Delhi, Bengaluru, Chennai, Hyderabad, Kolkata, Chandigarh, Gurgaon and Pune.
Services: Equity
Debt
Alternative Assets
Financing Options
Address: 606 – 607, Vipul Square, 6th Floor, Sushant Lok 1, Block B, Gurugram, Haryana 122002
Contact No.: 0124 478 0228
Website: karvywealth.com
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