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10 Best Wealth Management Startups - 2020
India is home to a thriving economy that brings with it the confluence of wealth and assets. The country has witnessed a steady growth in the number of high-net-worth individuals (HNWIs) at a CAGR of 18.67 percent between 2011 and 2017. According to reports with the total HNWI wealth is likely to reach around $3 trillion by 2025. With the growing wealth in the country, the market is also witnessing a steady growth for astute advisory in wealth management. A study by the Research and Markets concluded that the Indian Wealth Management market is slated to grow at a CAGR of 11 percent during 2015-2025. But the ambit of wealth management has today expanded to include the mass segment as well. This massive burst in number of prospective clients presents a huge opportunity to the wealth...
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10 Best Wealth Management Startups - 2020
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Our subscribers play a decisive role in finalization of our annual list of Top Wealth Management Startups - 2020 by nominating those which have served them with excellence and are praiseworthy. If you feel there is a company that deserves to be on our annual list, do write to us about them mentioning their value proposition.
| Company Logo | Company Name | Company Management | Company Description |
|---|---|---|---|
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Capatus Wealth Management | Yogendra Kumar Sharma, Director | An investment and wealth management firm offering investment and wealth creation opportunities to retail and corporate investor to xx their wealth with less risk |
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Digit Insurance | Vijay Kumar, CEO & Principal Officer | A general insurance company with services including car insurance, travel insurance, home insurance, commercial vehicle insurance, and shop insurance |
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Finbingo | Samir Jayaswal, CEO | An AI-driven technology platform that provides digital, algorithm-driven financial analysis and advisory |
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Groww | Harsh Jain, Co-Founder & COO | Offers a new way of investing money by leveraging technology and expert financial knowledge that makes the process simple yet rewarding |
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INDwealth | Ashish Kashyap, CEO & Founder | An Artificial Intelligence and Machine learning-based wealth management platform for HNI families |
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Midas Finserve | Rajesh Bansal, Co-Founder & Managing Director | An independent boutique Wealth Management Firm that strives to bring value to the investment process by providing exemplary Wealth Management Services |
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MoneySpring Financial Services LLP | Sanjay Pekam, Founder | MoneySpring is making investing a simple option with customized investment plans and innovative contemporary schemes |
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Moneyview | Sanjay Agarwal, Co-Founder, Puneet Agarwal, Co-Founder | A user-friendly Android app that uses information from SMSes sent from banks, merchants |
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NJ Macson | Muhammad Jameel, Managing Director & Founder | NJ Macson not only manages assets and aspirations, but also act as a financial growth catalyst, benefitting numerous customers in India as well as around the globe |