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...
Finoability
Finoability Private Limited is a private company based in Howrah, West Bengal, India, established on June 18, 2020. It operates in the business services sector, specifically within the finance industry, with an authorized and paid-up capital of INR 10.00 lac. The company employs between 20 to 49 people and generates...
Finlight
Finlight Research is a SEBI-certified Research Analyst firm based in Bangalore, India. Established on April 24, 2023, the company operates in the Banking, Financial Services, and Insurance (BFSI) sector. It is classified as an unlisted private company with a paid-up capital of INR ₹ 25.0 L.
The firm specializes in...
Finhaat
Finhaat is a fintech company based in Mumbai, India, founded in 2021 by Navneet Shrivastava and Sandeep K. The company operates a tech-enabled platform that distributes financial products and services, focusing on the aspirational and emerging middle class in rural and lower-income segments, particularly in Tier 3 and Tier 4...
FinEdge
FinEdge is a tech-enabled investment management company based in Gurgaon, India, established in 2011. The company focuses on addressing the 'advice gap' in the investment landscape by offering goal-based investment solutions. FinEdge manages over 1,400 crores in investments and serves clients in 1,200 cities across 76 countries.
The company specializes...
Financial Wisdom
Financial Wisdom is a privately established financial services firm that specialises in personal finance for individuals, corporates and family groups by catering to all your financial needs through wide range of investment options across various asset classes.
We develop investment strategies by providing personalised financial services.
Our team of Certified...
Financial Sketchers
Financial SketchersTM is a Global Boutique Wealth Advisory Firm having its footprint in India, UAE, Singapore, Kenya, UK and Hong Kong. We work directly with our clients for catering to their specific needs for investment, growth and cash flow over a period of time. The highly experienced Investment Consultants at...
Fin Exactly
Fin Exactly is a diversified financial management solutions company. We are leaders in providing Private Finance to global clients. We also undertake banking finance, Letter of Credit (LC) Business, Project Loan, MSME Loans, Mortgage Loan and Loan Against Property, Investment Banking, Capital Markets, Asset Management and Direct Investing. We partner...
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...
ET Money
ET Money is a prominent fintech company based in Gurugram, India, specializing in wealth management and investment services. Founded in 2015, the company has seen substantial growth, with a fivefold increase in its user base and a fifteenfold rise in transactions in recent years. ET Money focuses on simplifying the...
Escalated Wealth Advisors Pvt Ltd
Escalated Wealth Distributors LLP is a leading financial services firm specializing in wealth management and investment distribution. We provide tailored financial planning, expert advisory services, and customized investment strategies to our esteemed clients. Our team combines advanced market insights with a client-focused approach to enhance portfolio performance and achieve your...
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...
Emkay Global Financial Services Ltd
Emkay Global Financial Services Ltd. is a prominent financial services company based in India, with over two decades of experience. It specializes in transactional and advisory services, focusing on wealth creation through its subsidiaries. The company is publicly listed on the NSE and BSE.
Emkay offers a range of services,...
Elystar Investment Management
Elystar Investment Management is a SEBI-registered investment advisory firm that provides comprehensive wealth management solutions to retail clients, High Net Worth Individuals (HNIs), and institutions. The firm is committed to fiduciary duty and accountability, helping clients navigate financial markets to achieve their financial goals.
Led by Dr. Satya Gautam Vadlamudi,...
Elite Wealth Ltd
Elite Wealth Ltd is a financial services company based in India, incorporated in 1990. It specializes in wealth management and investment solutions, aiming to help individuals and businesses grow their wealth through a range of diversified financial products.
The company offers various services, including equity investments, mutual funds, bonds, and...
Drona Capital
Drona Capital is an investment advisory firm which seeks long-term capital growth for its clients by pursuing time tested value-investing strategy. It strives to provide a sustainable and adequate return on investment at minimal risk. The firm seeks to look for exceptional businesses that are undervalued and invest in them...
Dolat Capital
Dolat Capital is a Mumbai-based financial services firm known for its technology-driven approach and multi-strategy operations. Established as a pioneer in derivatives trading in India, the company has expanded its offerings to include institutional equities, asset management, and private wealth services. Dolat Capital emphasizes innovation and quantitative expertise, providing tailored...
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...