15 Most Promising Wealth Management Consultants

India's Wealth Management industry never had, in actual terms, a fairytale story to drive home, until quite recently. It was largely fragmented, over-reliant on its out-of-date financial instruments. Even the mutual funds, first introduced in India in 1961, got the real boost only after 1998. With liberalization and regulatory laws relaxed in 1992, the industry slowly indicated its emergence to regularly create new and more organized wealth management players. Wealth Managers grabbed whatever opportunities were present for taking and whenever they presented themselves. According to a report, India - The Future of HNWIs to 2015: Bourgeoning Wealth and Wealth Management Opportunities:-India currently has the fourth-highest number of HNWIs in the Asia-Pacific region, after Japan, China and Australia. As of 2011, there were 251,000 HNWIs in India, who, together, hold a total of US$1,083 billion. Such developments further assure the immense potential the industry holds. Wealth management industry is evolving, and many are relying on it to play a constructive role in driving the Indian economy forward in the coming years. By adhering to global standards, providing customized financial solutions, delivering seamless investment models, and infusing innovation and technology into the financial scheme of things, wealth managers have put the best foot forward and have rightfully been appreciated by all for the success it brought.

The current edition of Consultants Review brings you the "15 Most Promising Wealth Management Consultants in India." The list features some of the prominent consultants in the industry who are capable of helping clients achieve their financial goals by supporting them beyond an advisory level. The proposed list aims to help individuals and corporations to choose the felicitous consulting partner, who suit their specific requirements and helps their enterprise generate wealth efficiently, by providing astute financial services, sound financial planning and a clear road map to their financial objectives.

Company Name Description
Advantage LLP Enterprise A firm that provides Trading Account management Services , Metal Commodity Index, National Stock Index, BSE / NCDEX, IPO / BONDS, Mutual Funds etc.
ASK Wealth Advisors A firm that offers Wealth Management and Family Office services including Investment Solutions in Equity Portfolio Management, Real Estate Fund, Private Equity and Tax /Trust planning services.
ATS Wealth Managers Providing personalized, timely, transparent and cost effective trading and investment solutions.
AU Mutuals Financial Planners A firm that provides goal specific investment solutions through blend of diversified investment avenues.
CapitalAim Financial Advisory A financial advisory providing recommendations for stocks, future and option (F&O) traded in NSE and BSE, commodities including bullion, agri and metals traded in MCX and NCDEX.
Cerebral Advisors An Independent Wealth Management firm offering advisory and executionery platform for Equities and Derivatives, Commodities, Wealth Management, Asset Management, Financial Planning Services, etc..
Client Alley Private Wealth Management A firm providing value added services, and tailor made solutions in financial planning areas with a focused aim to manage investment portfolios for Select High Net worth Individual and institutional investors.
Ferdinand Wealth Management A firm that offers Trading Account management Services , Metal Commodity Index, National Stock Index, BSE/NCDEX, IPO / BONDS, Mutual Funds etc.
Finstem India A wealth management firm that provides services in investment, insurance, real estate, loans and taxation.
HBJ Capital Services A firm providing wholesome Equity Research & Advisory services.
Hexagon Capital Advisors A wealth management and financial planning company offering a Multi-asset investment strategy including mutual funds, equities, bonds, insurance and realty, along with alternative investment products like angel investing etc.
Pinnacle Wealth Management An independent financial planning and investment advisory services firm
Right Horizons Financial Services An end to end investment advisory catering to a range of wealth solutions for individuals, Corporate customers and Non Resident Customers through planning and strategizing.
TriFid Research A firm providing Real time market advice in Indian equity and commodity market.
Vivekam Financial Services A product-driven advisory firm providing advisory services that include need based financial planning and investment management strategies for capital building. The interface is simple to understand, easy to follow and ensures complete peace of mind to investors. The approach is 100% unbiased and is intended to derive superior returns on investments compared to Nifty