Sapient Wealth Advisors Brokers Pvt Ltd
Sapient Wealth Advisors & Brokers Pvt Ltd is a financial services company located in Pune, Maharashtra, India. Established in 2009, it has become a leader in mutual fund distribution, managing assets worth around ₹7,000 crores. The company is dedicated to providing personalized investment management services to a diverse clientele.
The...
Sanjay Mehta Financial Services
SMFS is a leading financial consulting company with the mission to help you secure your financial future.
Simplifying the art of investing with personalized end-to-end integrated solutions for all your investment, insurance, loan, and real estate needs.
With over two decades of experience in customer services, we bring the rich...
IRA WEALTH
Ira Wealth is a leading wealth management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporates, financial institutions, HNIs and UHNIs. At Ira, we actively shape the future. We create and pursue opportunities with determination. We master what we do...
Investors Fund Services
Investor Fund Services
IFS is a leading Private Wealth Management firm that caters to various financial needs of HNIs, Ultra HNIs, and Corporate. We adapt to the ever-changing economic landscape while offering need-based solutions to our clients. Our core business objective is to ensure our clients' financial well-being. In this...
InCred Wealth
InCred Wealth is a wealth management and investment services company based in Mumbai, India, founded in 2019. As part of the InCred Group, it focuses on distributing third-party financial products and providing premium wealth management solutions tailored to Indian clients worldwide. The company emphasizes a client-centric approach, offering customized investment...
GKFS India
GKFS India is a leading financial firm and an AMFI Registered Mutual Fund Distributor headquartered in Mumbai, India.
We are committed to help our clients in their financial journey from start to end. We help busy and dynamic professionals to create, protect, manage and distribute their wealth, thereby helping them...
Foresight Family Office
Foresight Family Office is an independent multi-family office based in Bangalore, India. It specializes in wealth management and legacy planning for high-net-worth families. Founded in 2017 and led by CEO Kishore Raj, the firm focuses on integrity and client-centric strategies, supported by a team of professionals with expertise in the...
Expert Invest
Expert Invest as the name suggests, is a company to take care of individual as well as organizations financial planning. Major services of Expert Invest include – Total Financial Planning, Insurance, Mutual Funds, Trading and other allied services. Expert Invest is based in Bangalore and offers its services across the...
Equirus Wealth
Equirus Wealth is a prominent wealth management firm in India, part of the Equirus Group. The firm specializes in tailored investment solutions for High-Net-Worth Individuals (HNIs) and Ultra-HNIs. Equirus Wealth has recently surpassed ₹18,000 crore in assets under management and aims to reach ₹50,000 crore by 2028. The firm combines...
Entrust Family Office
Entrust Family Office is a multi-family office located in Bangalore, India, established in 2013. Originally an investment advisory firm, it has grown to provide a comprehensive range of services for ultra-high-net-worth individuals and families. The company operates on a pure advisory model, ensuring alignment with clients' goals and values without...
Finnovate
At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly. Our comprehensive financial planning platform is designed to add purpose and structure to your financial life, ensuring you reach your financial goals with confidence.
To date, we have helped...
Client Associates
Client Associates (CA) was founded as India's first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin (https://www.linkedin.com/in/rohit-sarin-3ba0225/) and Himanshu Kohli (https://www.linkedin.com/in/himanshu-kohli-193998/) . Over the years, the firm has grown organically and it is the largest multi-family office in India both in terms of number...