Wealth Manager / MFD across India

Geojit provides portfolio management services and equity trading services, specializing in investment portfolios for high net worth clients.

Hedge Equities challenges the common misconception that wealth management is solely reserved for the wealthy. Our primary objective is to educate and assist individuals in understanding the benefits of wealth accumulation and protection. We strongly emphasize that every investment, no matter how modest, serves as the starting point for an investor's journey towards financial growth.

MG Sasikumar & Associates offer comprehensive and viable solutions in financial planning and wealth management for Non-Resident Indians (NRIs). We use a holistic approach in providing services which encompasses wealth protection, wealth accumulation and wealth utilization. End-to-end services to NRIs include opening bank account, getting PAN, Aadhaar and KYC compliance, risk profiling, financial planning and investment management, monitoring, reviewing, and analyzing investments, changing investment directions based on validated factors, tax return filing in India, and supporting tax compliance of respective country.

FundsGenie, Geojit’s mutual fund investment platform, provides instant access to mutual funds information and is supported by Morningstar analysis metrics.

NiveshIndia, founded in 2008, offers a unique range of financial products under one roof. The firm focuses on helping clients achieve their financial needs rather than merely pitching investment products. They design tailored investment strategies based on individual situations, tax status, liquidity needs, tenure of investment, risk appetite, and investing behavioral bias.

A financial services firm offering retirement savings and investment options tailored for NRIs under the National Pension System.

Trinity Finvest was conceptualized by industry-leading professionals with over 25 years of experience in the Banking & financial sector. Our expertise spans over Investments, Stocks and trading Bank advisory, Corporate & Retail Insurance, and Tax Planning brought to you with cutting-edge technology.

Shah Investor's Home Ltd. offers a comprehensive range of investment services including Wealth Management, Mutual Funds, and NRI Investment, tailored to support clients in maximizing their financial growth. The firm provides personalized investment strategies with a focus on long-term wealth creation and risk management.

Wealth First provides tailored investment services for Non-Resident Indians (NRIs) to help achieve financial aspirations through smart, tax-efficient strategies.

Baroda BNP Paribas Mutual Fund aims to create a positive impact on people’s lives by delivering sustainable value for their investments, backed by Bank of Baroda and BNP Paribas Asset Management.

Rainbow Investments, a proud subsidiary of Rainbow Bazar LLP, has been helping individuals and families achieve financial clarity and confidence since its inception in 1995. We provide comprehensive financial advisory services across various domains including mutual funds, portfolio management, estate planning, and NRI investments.

Think Wealth offers sophisticated wealth management solutions tailored to meet the financial aspirations of clients, combining over twenty years of experience with a client-centric approach to financial services.

True Beacon is an investment firm focused on identifying opportunities in Indian public markets.

Financial advisory services specializing in mutual funds and investment planning for NRIs.

Wealthy Nivesh is a research-driven wealth management firm that offers comprehensive financial solutions including treasury management, capital raising, and estate planning, catering particularly to NRI clients. Their team consists of experienced professionals focused on data-driven strategies to enhance clients' financial outcomes.

Aniram focuses on wealth creation and investment management, offering personalized financial advisory services and risk assessment tools to help clients achieve their financial goals.

Manavi Wealth Pvt. Ltd is a fast-growing financial product distribution firm in India, specializing in tailored investment guidance and distribution services for individuals and families, including NRI clients. They are dedicated to empowering clients with financial literacy and support for long-term financial well-being.

Build your wealth with expert guidance. We offer mutual funds, bonds, insurance, and personalized investment solutions tailored to help you achieve your financial goals.

RP Wealth Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor and SIF Distributor dedicated to serving NRI clients with comprehensive financial education and investment services. They focus on financial planning related to mutual funds, insurance, loans, and other financial goals.

PMS BAZAAR invites Non Resident Indian investors to invest in Portfolio Management Services. They offer advice on NRI investment procedures, portfolio structuring, maximizing returns, and unbiased recommendations backed by research.

A financial services firm providing various investment and financial planning services.

NRI Requirements specializes in addressing the diverse needs of Non-Resident Indians worldwide. They offer comprehensive solutions covering banking, investments, taxation, property, business, and emergencies, tailored to the unique priorities of NRIs.

Bright Vision Investment Services is a client-focused investment services company with over 20 years of experience, offering financial and investment advice, accounting and tax services, and solutions for NRI clients, including investments and retirement planning.

Wealth Redefine offers tailored portfolio services for Non-Resident Indians (NRIs), focusing on investments in Indian equities and understanding currency movements to maximize wealth.

AJ Funds Pro offers personalized investment solutions to help clients achieve their unique financial goals and aspirations. They provide services such as wealth management, financial and goal-based planning, as well as mutual funds and insurance products.

Edwealth provides tailored investment and insurance solutions, focusing on mutual fund investments and financial planning to meet individual goals, with a dedicated team for NRI clients seeking assistance in the Indian capital markets.

Wallet Wealth LLP specializes in providing disciplined and purpose-driven financial planning and wealth creation services. They offer a range of products including mutual funds and life insurance to help clients achieve their financial goals.

Anand Rathi Wealth specializes in providing financial advisory services that help families and individuals simplify their wealth journey. They offer structured, data-driven strategies to aid clients in making smarter financial decisions for long-term wealth goals.

Finvest India provides a comprehensive range of financial services tailored for both residents and non-resident Indians (NRIs). They specialize in investment planning, insurance solutions, and retirement assessments, supporting clients in achieving their financial goals with personalized recommendations.

CA Lokesh & Associates specializes in providing comprehensive advisory services for Non-Resident Indians (NRIs), including tax planning, fund management, and investment consulting. They offer tailored solutions for NRIs looking to manage their investments and repatriate funds seamlessly from India.

ATS Wealth Managers Private Limited offers comprehensive services for NRIs looking to invest in the Indian stock market, from opening PIS accounts to trade execution and tax planning on gains. They are registered portfolio managers with SEBI and provide tailored investment solutions for NRI clients.

Capitalmind offers specialized NRI investment solutions to navigate cross-border complexities and invest in India's high-potential markets. Their services focus on building wealth through tailored investment strategies for non-resident Indians.

Wealthy Monk Finserv offers a unique combination of physical and financial assets tailored for NRI investors, ensuring a best-in-class investment experience alongside sustainable wealth creation. They provide solutions covering investment options, compliance, taxation, and real estate management in India.

Qsac Wealth Managers is a leading financial advisory firm specializing in wealth management, financial planning, and comprehensive solutions tailored for Non-Resident Indians (NRIs). They offer a range of services, including investment management, estate planning, and goal-oriented financial advice.

Platinum Wealth provides comprehensive financial solutions including investment advice, mutual funds, insurance, and loans. They focus on personalized guidance to help clients achieve their financial goals and provide a single platform for executing financial transactions.

Truemind Capital specializes in providing comprehensive investment solutions and financial advisory services for Non-Resident Indians (NRIs), addressing operational challenges related to investing in Indian markets. Their offerings include portfolio management, financial planning, and a range of financial products tailored for NRI clients.

MoneyTree Partners® is a wealth management firm established in 2014, catering to clients' investment needs through mutual funds, bonds, and insurance solutions. They are recognized as one of the leading wealth management firms in Delhi-NCR, focusing on personalized financial strategies.

Box Wealth Advisors specializes in creating personalized financial roadmaps, investment plans, and portfolio management to help clients grow their wealth. They have a keen understanding of international markets and offer tailored advice for Non-Resident Indians.

Financial Artists is dedicated to providing comprehensive financial guidance and product distribution services. Their mission includes offering services for wealth building, wealth distribution, and customized financial planning.

Sushil Finance specializes in providing financial services to Non-Resident Indian (NRI) clients, including investments in equities, IPOs, and mutual funds. Established in 1982, they cater to a wide range of international clients across various countries, offering tailored investment solutions.

Unifi provides portfolio management services for NRIs, offering a comprehensive solution for managing investments in Indian stock markets. With a dedicated team ensuring compliance with RBI regulations, Unifi supports clients in navigating the complexities of NRI investments since 2002.

Brew Wealth Pvt. Ltd. is a Mutual Fund Distribution company that specializes in helping both Indian and NRI families manage their finances through disciplined, goal-based investing strategies. They provide a range of financial services including investment planning, risk management, and education resources for wealth management.

ALTPORT simplifies the complexities of investing in India for Non-Resident Indians (NRIs) by providing access to structured, compliant investment routes. Their expert team focuses on long-term, risk-managed opportunities while ensuring regulatory compliance and investment structuring tailored to individual financial goals.

Samarth Capital offers comprehensive wealth management services focused on financial planning, investment management, and advisory services. They provide personalized strategies to help clients achieve their financial objectives and secure their assets.

Snowball Wealth offers tailored investment solutions for Non-Resident Indians (NRIs) looking to capitalize on India's growing market. Their services include investment management, taxation advisory, and retirement planning to help NRIs diversify their portfolios and achieve financial goals.