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Karvy Private Wealth
17 March, 2021
by Chaitanya .
About Karvy Private Wealth is the wealth management division of Karvy Group and was founded in 2010. The headquarters for the company is located in Mumbai with branch offices in 8 other cities across India. The company employees total more than 600+ people. The total assets under management (AUM) are more than 3 billion USDs
- Published in Dossiers on wealth firms
Barclays Private Clients
17 March, 2021
by Chaitanya .
About Barclays started operating in India in 1979 and the private clients services began in 2008. The organisation with global presence across the world operates across 5 major cities in India. As per research data from 2019, the total AUM for Barclays Private Clients, India is 9.2 billion USDs. As per a report published in
- Published in Dossiers on wealth firms
Waterfield Advisors
09 March, 2021
by Chaitanya .
Pioneering family office advisory Launched in 2011, Waterfield Advisors was neither the first multi-family office, nor was it the first to operate on a fee-based investment advisory business model. However, it appears it was the first to combine the two concepts and scale it to the largest true multi-family office in the country. Until then,
- Published in Dossiers on wealth firms
IIFL Wealth
09 March, 2021
by Chaitanya .
About IIFL Wealth was co-founded by Karan Bhagat, Yatin Shah and Amit Shah in 2008. Amit Shah no longer works with the organization. Amit Shah LinkedIn Mention investment by private equity and then listing? The company has presence in 5 countries and 27 office locations. The headquarters for the same is located in Mumbai. The
- Published in Dossiers on wealth firms