business directory

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).

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.

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.

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.

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.

ICICI Bank Private Banking offers comprehensive investment solutions and services to high net worth individuals across India and international geographies. We emphasize on our high quality investment management services along with leading banking and group capabilities.

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.

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.

Standard Chartered plc is a British multinational banking and financial services company headquartered in London, England. It operates a network of more than 1,200 branches and outlets across more than 70 countries and employs around 87,000 people. It is a universal bank with operations in consumer, corporate and institutional banking, and treasury services.

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.