business directory

listing of businesses in, or catering to, Indian asset & wealth management industry

Private Client Firm

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Anand Rathi Wealth Limited, registered AMFI as a Mutual Fund Distributor. since 2002, been in the business of Private Wealth, catering to high and ultra-high net worth individuals (HNIs & UHNIs )with over 233 Resltionship Manager having a client base of 6109 and 26,058+ Crores of AMU (As on March 2021).

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ASK Group is a renowned financial services group known for our strong research-based investment management, asset management, private equity, wealth advisory and multi-family office businesses. Mr. Sunil Rohokale spear heads the ASK group.

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Established in 1999 in Mumbai. Wealth management needs of UHNIs (ultra-high net worth individuals), families and corporates, and we offer them unique products and services that can meet their requirements. Their customized services are complemented by our superior execution, robust investment policy framework, rigorous due diligence process with a strong emphasis on picking future winners.

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Barclays offers wealth and investment products and services to its clients through Barclays Bank PLC registered in England and operates in India through its subsidiaries, including Barclays Securities (India) Private Limited (BSIPL).

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Founded in 1997, Centrum is a well-respected Financial Services Group, with diversified fee businesses and a rapidly growing lending platform for institutions and individuals. Their Institutional services include Investment Banking, Mid-corporates & SME credit and Broking to FIIs, Pension Funds, Indian Mutual Funds, Domestic Institutions etc. Centrum also provide MSME credit, Wealth Services to HNIs and Family Offices, Affordable Housing finance in tier 2 & 3 cities, Micro Finance loans and Retail Broking. Their Asset Management business offers funds across Private Debt and Venture Capital.

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Client Associates was founded in May, 2002 and operates out of six offices at Gurgaon, Mumbai, Bengaluru, Kolkata, Chennai and Hyderabad. Over 19 years of its journey Client Associates has grown organically to advice more than a few billion USD of assets owned by wealthy and ultra-wealthy families of India.

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Credence Family Office is a provider of advisory services including wealth management, insurance and risk management, and legal services. Mitesh Shah, Sanjay Gowda, and Gaurav Dhawan co-founded the company in Bengaluru, Karnataka in 2010.

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Edelweiss is one of the fastest-growing private wealth management firms in India, offering bespoke private wealth solutions and strategies to New Age Entrepreneurs, Business Owners/Promoters, Family Offices, C-Suite, and Corporate Treasuries. In highly customized approach to creating wealth for clients is supported by a robust and cost-effective business model focused on improved transparency and compliance, synergistic partnerships, and efficient technology solutions. The company has a comprehensive risk-monitoring process to protect client interests even during volatile times. the company provides services in the area of Family Governance and Wealth Structuring, Asset Protection, and Asset Transfer Strategies, Investment Management- Capital Markets, Real Estate, Currencies and Alternatives, Investment Banking, Risk Management, and Insurance Advisory.
It was established in Nov 1995 and currently, Ashish Kehir is the CEO & MD of the company and the fund house manages over 1.5 lakh crore of funds.

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IIFL Wealth is one of the fastest growing private wealth management firms in India with an AUM greater than USD 42 billion. IIFL serve the highly specialized and sophisticated needs of high net worth and ultra-high net worth individuals, affluent families, family offices and institutional clients through a comprehensive range of tailored wealth management solutions.

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JM Financial Limited was incorporated on 30th January of the year 1986 under the name of JM Stock Brokers (JMSSB). It started as a private limited company as an arm of JM Financial & Investment Consultancy Services. Their believe in earning trust is a process, sharing trust creates great teams, being trustworthy is the most efficient way of generating and retaining long-term business, self_trust is the starting point of trusting others.

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Julius Baer Wealth Advisors (India) Private Limited was incorporated on 27 June 2014. JBWA is a 100% subsidiary of Julius Baer Group Ltd. and Julius Baer is a 130-year-old private bank spread across 60 locations worldwide and a public company listed on Swiss Stock Exchange. The business was earlier known as Merrill Lynch Wealth Advisors Private Limited. Merrill Lynch was incorporated on December 23, 1975. Assets under management: USD 12 billion (2019)

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was instituted in year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals.When it comes to managing wealth, options come in various shapes and sizes. Only knowledge helps to identify the correct shape, your portfolio should take for it to grow. At Motilal Oswal Private Wealth Limited, we use knowledge to identify the right mix of Fund Managers across asset classes to ensure that you have a winning portfolio.

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Sanctum Wealth Management founded by Shiv Gupta is an Indian wealth management firm that offers end-to-end wealth management solutions for High Net Worth Individuals (HNIs). The AUM of Sanctum stands at Rs 16000 Cr.

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Validus Wealth is a full service, next generation private client platform in India, offering investment advisory, portfolio management, research, and wealth planning services serving HNW/UHNW families. Validus Wealth has secured strategic investment from LGT Group, a leading international Private Banking and Asset Management Group owned by the Princely Family of Liechtenstein. While LGT has acquired a substantial majority stake in the company, the remaining share continue to be held by the management team. The transaction is expected to conclude subject to the Indian financial regulatory approval.

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Established in 2011, Waterfield Advisors an Independent Multi-Family Office and Wealth Advisory Firm. The company advise on over USD 3.6 Billion of assets on behalf of several prominent Indian business families. Built on the fundamentals of trust, integrity, and transparency, Waterfield was one of the first financial services firms, in the country, to introduce and pioneer the concept of Investment Advisory in Wealth Management.

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