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Top 10 Wealth Management Consultants from Delhi NCR - 2026
Delhi NCR has emerged as one of India’s most dynamic financial hubs, home to a rapidly expanding base of high-net worth individuals (HNIs), entrepreneurs, professionals, and family-owned businesses seeking strategic financial guidance. In this evolving landscape, wealth management consultants play a critical role in helping clients navigate complex financial decisions, preserve capital, and achieve long-term financial security. With increasing market volatility, regulatory changes, and expanding investment opportunities, the demand for expert financial advisory services in the region continues to grow.
Wealth management consultants in Delhi NCR provide a comprehensive range of services that extend far beyond...
| Company Logo | Company Name | Company Management | Company Description |
|---|---|---|---|
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AKCJ Ventures | Amit KC Jain , Founder & Managing Partner | He has a background in chartered accountancy and law, and specializes in integrating governance, succession, and structured planning to help families preserve, manage, and transfer wealth across generations |
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Seven Figure Wealth | Deep Nagpal , Founder & Partner | With over 24 years of experience, he has held mid-management and leadership roles of growing scale and complexity, driving diverse change and development strategies for bionic transformation across renowned organizations |
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Motilal Oswal Financial Services | Dipak Thakur , Cluster Head | With over 15 years of experience in wealth management and banking, he strives to foster sustainable growth, deliver financial success, and advance the organization’s vision of excellence in financial services |
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Lovak Capital | Jyoti Bhandari Chandra , Founder | She brings over 25 years of experience in capital markets, advising high net-worth individuals, ultra-high-net-worth families, and accomplished professionals across wealth management, funding solutions, IPOs, and more |
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SN Capital Management | Dr Naveen Parashar , Founder & Chairman | He has experience in the fintech, NBFC, and financial services industries, with strong expertise in business development, risk mitigation, financial planning, and more |
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Prisha Wealth Management | Priti Goel , Founder & Managing Director | With over 25 years of global banking experience, she is recognized for her values driven, client-focused approach to wealth advisory, grounded in trust, integrity, and personalized service |
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IIFL Capital Services | Raghav Gupta , Joint CEO - Assets & Private Wealth | With over 20 years of experience in financial services, consulting, and financial analysis, specializing in life planning, financial planning, wealth management, and related areas |
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Santushti Capital | Raman Agarwal , Founder | With over two decades of experience, he specializes in transparent, structured, long-term investment strategies spanning asset management, mutual funds, and equity markets |
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Seiiin Finserv | Raman Chauhan , Founder & CEO | He has over two decades of proven experience in designing customized wealth management portfolios for HNIs and other clients, utilizing a wide range of real estate, asset products, and financial instruments |
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R Dhan Financial Services | Ritu J Jhunjhunwala , Founder | She brings over 24 years of experience and excels in managing a wide range of financial instruments, including mutual funds, portfolio management services, AIFs, and more |
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