• Suneetha Patnaik, Prashant Joshi, Vikas Khaitan & Anurag Jhanwar,  Co-Founders & Partners

    Suneetha Patnaik, Prashant Joshi, Vikas Khaitan & Anurag Jhanwar, Co-Founders & Partners

  • The private wealth management industry in India is flourishing at a healthy pace, as an increasing number of UHNWIs (Ultra High Net Worth Individuals) and HNWIs (High Net Worth Individuals) are broadening their investment channels to include more effective asset classes like private equity and hedge funds. Leaving it to the experts, many wealthy Indians nowadays seek the services of Family Offices, tremendous credit to their improving awareness on the immense benefits they can derive by professionalising the family practice. By adhering to stringent laid-down processes, Family Offices can remove ambiguity, avoid disputes, and help an HNWI to achieve various financial as well as non-financial goals. Globally, Multi-Client Family Offices (MFOs) have demonstrated superior customised solutions for large families while maintaining confidentiality and professionalism. Lately, the same trend is gaining immense popularity in India too.

  • Fintrust Advisors: Built On Principals of Client - Centricity

Calibrating Wealth Better

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It isn’t difficult to fall prey to the wealth management companies who come up with the biggest

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By: Meghna Suryakumar, Founder & CEO, Crediwatch

A shift in consumer preferences, a more financially- literate client pool

Top 10 Wealth Management Advisors - 2020

Disappearance Of The Bad Debts - Building Technology Ecosystem To Create Transparency & Weed-Out Bad Cases Early!

By: Meghna Suryakumar, Founder & CEO, Crediwatch

India's formal banking sector has been grappling with bad debts since years, and the broader economy

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Leasing - For Economic Wealth Creation

By: Devendra Vyas, Managing Director, SREI Equipment Finance

If it appreciates, buy it. If it depreciates, lease it"J. Paul Getty. Touted as the fastest growing economy

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Why NBFC Is Still Lucrative For Small Businesses In India

By: Vipul Sharma, Founder & CEO, Chqbook

India has its fair share of Non-Banking Financial Companies (NBFCs), with its number

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Paradigm Shift In Indian Ultra HNIs & Family Offices - Broking To Advisory

By: Amit Jain, Co-Founder & CEO, Ashika Wealth Advisor

The broking era in financial product industry trended at the peak from 1996-2008.

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Is The Raising Money Model A Bubble That Will Burst?

By: Rachitta Juneja, CMO, Letstrack

A bubble is an economic cycle categorized by the speedy increase in the asset prices followed

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Manage Corporate Debt & Enhance Your Capital With The Right Credit Counsellors

By: Ananth R Bhedke, MD, Ahvana Hotels

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The Rise Of Fintech For Investment Management

By: Giorgio Carlino, Chief Investment Officer, Multi Asset US, Allianz Global Investors

The Chief Investment Officer plays a significant role in ensuring the growth of an organization.

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  • Top 10 Wealth Management Advisors - 2020

    The wealth management industry in India is growing rapidly mainly because of two reasons – changing regulatory environment and increasing competition. Also, there is a rise in the number of Indians and High-Net-Worth Individuals (HNWIs) who are joining the millionaires club and for them wealth management has become a dire need. Wealth Management is basically investment advice or assistance to manage a person’s financial life. These services are offered to clients in packages to provide benefits with two main goals, growth and safety of their existing investment. Observing the growth rate as well as the vast opportunities in the industry, many big names are now looking to setup their wealth management division in India. Also among the existing business houses that have been into financial services are looking to expand their business lines into wealth management. Currently, the Indian wealth managers are addressing a market with Rs.100 lakh crore ($1.5 trillion) of investible wealth, which is expected to double in the next five years. It’s already almost equal to the total savings bank deposits in the country. What’s emerging in this business are three distinct trends the growing complexity of clients’ demands, the new sectors and the cities that are birthing the wealthy, and the growing sophistication of financial instruments into which money is being deployed. With all these factors, the industry is already set to witness huge & continuous growth in the coming future. Addressing to this fast paced and growing industry, CEO Insights brings to you the ‘Top 10 Wealth Management Advisors - 2020’, a directory listing the companies which are offering exemplary services in the industry. An expert panel encompassing the industry leaders along with CEO Insights Editorial Board has performed a diligent evaluation of the industry before listing the front-runners. The organizations listed here have distinguished themselves through successful ideation and implementation of practical ideas that complement the market requirements as well as cater to the end customers. This listing will assist our readers in selecting well-suited organizations that will not only help understand the nuances, but also help simplify the approach to such services.

Company Logo Company Name Company Management Company Description
Boston Financial Advisory GroupBoston Financial Advisory Group Sameer Paddalwar, Executive Director & CEO A financial advisory firm spearheaded by a group of passionate and committed professionals from diverse domains to manage every accounting & advisory need
Emkay Wealth ManagementEmkay Wealth Management Bhavesh Sanghvi, CEO, Dr. Joseph Thomas, Head - Research,Ashish Ranawade, Head - Products An organization with a dedicated aim to provide customers a customized and comprehensive financial solutions to achieve sustained growth
Fintrust AdvisorsFintrust Advisors Suneetha Patnaik, Prashant Joshi, Vikas Khaitan & Anurag Jhanwar, Co-Founders & Partner A single window service provider offering tailor-made solutions in addressing the financial bouts, using several analytical & business tools and platforms to serve the clients' requirements
Haardik Nayak Wealth ManagementHaardik Nayak Wealth Management Haardik Nayak, Founder Armed with an expert team of financial advisors and strong domain knowledge, the firm is one of the leading financial advisory firms in South Gujarat
Ira Wealth ManagementIra Wealth Management Aakash Gupta, Co-Founder & Managing Partner Provides a wide range of financial services to a diversified client base including corporates, financial institutions, HNIs & UHNIs
Khetal AdvisorsKhetal Advisors Kunal Walia, Founder & Managing Partner A boutique transaction advisory firm with global reach, managing back-end processes for the clients at much competitive rates
Nestegg Wealth SolutionNestegg Wealth Solution Vishal Vij, Founder & Managing Partner A wealth advisory firm that provides wealth management services to affluent and high net worth individuals & families
Pramada AdvisoryPramada Advisory Rajneesh Kumar Singh, Founder & Director A one-stop-personal finance services provider to individuals and corporates, the company is in the business of advising, executing and managing portfolio
Wealth SecureWealth Secure D.A. Dhananjaya, MD & CEO A digital wealth advisory platform providing well researched solutions focusing on wealth creation, preservation and sharing with the next generation
Zenith Financial ServicesZenith Financial Services Nitin Wasurkar, Founder Director A 30-year old, independent investment, wealth management & insurance advisory firm offering bespoke services and helping clients achieve their financial goals

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