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JM Financial
17 March, 2021
by Medha Mehta
About JM Financial group has had a journey of over four decades and during this time, it has gathered many firsts. It has built its position and has emerged as an integral financial services provider. The company was listed on the Bombay, Ahmedabad and Delhi stock exchanges in the years between 1989-1994, soon after it
- Published in Dossiers on wealth firms
Credence Family Office
17 March, 2021
by Medha Mehta
About Founded in 2010 by Mitesh Shah, who is presently the founder and CEO of the company. The firm currently has over INR 5000 crore under them, with over 150 clients. As of 2019, they have 20 relationship managers onshore (Source). Assets under management is $0.7 billion as of 2019 (Source) Their diverse range of
- Published in Dossiers on wealth firms
Ambit Private Wealth
09 March, 2021
by Medha Mehta
About Ambit Wealth Management Private Limited is a private limited company incorporated on 13 September 2007. It is classified as non-govt company and is registered at Registrar of Companies, Mumbai. The Ambit group provides financial advice and capital to enable clients across institutions, corporates, high networth individuals, self-employed individuals and small & medium enterprises, achieve
- Published in Dossiers on wealth firms