Top 10 Wealth Management Companies in India in 2025

Wealth management companies in India are businesses that help people and families grow their money over time while keeping it safe. They work mainly with high-net-worth individuals (HNWIs) who have lots of wealth, providing services like investment advice, financial planning, tax strategies, estate administration, insurance coverage, retirement plans as well as private banking solutions tailored to each person’s goals and comfort level when taking risks. 

These companies also help in philanthropy initiatives, and succession arrangements, and simplify complex decisions by combining expertise from different areas which ensures quick decision-making while promoting the long-term growth of their client’s finances. Here in this blog, we will discuss the list of wealth management companies in India.

Wealth Management Companies in India

HDFC Bank Wealth Management

HDFC Wealth Management helps people who have lots of money manage it wisely by offering different investment options like mutual funds and stocks as well as insurance plans that suit their needs best. They’ve been doing this for over twenty years now, helping thousands upon thousands of families across India with more than Rs540 billion in assets under management through the help of 100s of experts located all around our country. 

Their services include managing your money based on how much risk you are comfortable taking and adjusting it according to market changes or life events. They also provide tax optimization strategies, and estate planning for future generations, catered specifically towards entrepreneurs, executives and  professionals alike ensuring their financial goals keep growing effectively over time with HDFC’s expertise.

ICICI Wealth Management

ICICI Wealth Management is one of the top wealth management companies in India, within the thriving financial landscape catering specifically towards high-net-worth individuals seeking growth opportunities for their wealth through personalized advice on investments, and tax planning strategies designed with long term goals in mind while also offering future estate management solutions. 

With over ₹1 trillion under its belt serving more than 35k wealthy families as clients and standing out by providing each client a dedicated advisor along numerous investment choices ranging from mutual funds to real estate among others, all backed up by strong research and robust risk management frameworks.

On January 19, 2025, ICICI Prudential Asset Management Co. Ltd. declared a holding of $4.586 billion in Microsoft Co. (NASDAQ: MSFT), showcasing their incentive to invest in tech.

Kotak Wealth Management

Kotak Wealth Management is a top institution in India’s financial sector. They help high-net-worth individuals with personalized services through dedicated managers who create custom strategies for retirement planning, estate administration, and portfolio management based on each client’s unique needs. 

Their strong research and risk management framework ensures good cash flow flexibility to handle market changes effectively. Plus they offer a wide range of lending options like mortgages or financing luxury assets such as private jets or art, which sets them apart from other wealth management companies in India.

Axis Bank’s Burgundy program

Axis Bank’s Burgundy program is India’s among the top 10 wealth management companies in India. It offers premium banking solutions to high-net-worth individuals with exclusive benefits like higher cash withdrawal limits and complimentary airport lounge access. It is a preferred choice for affluent customers who require an average monthly balance of ₹10 lakhs in their savings accounts. 

The program also includes discounts on locker rentals (up to 25% off) and global ATM withdrawals without any charges across India and abroad with the Axis Gold cardholder benefits like movie tickets and golf privileges, making it a comprehensive package for high-net-worth individuals seeking elite financial services.

SBI Wealth 

SBI Wealth is State Bank of India (SBI)’s premium wealth management division, ranking among the top Indian companies for its bespoke banking services to affluent clients with dedicated relationship managers and expert investment advisors.

It offers comprehensive portfolio management across debt equities, government securities and structured products tailored to individual financial goals. SBI Wealth provides convenience through multiple channels like ‘e-Wealth’ center online platforms mobile apps in-person consultations, ensuring personalized service catering to unique client needs setting a benchmark for India’s wealth landscape with its innovative approach and expert guidance for high-net-worth individuals seeking premium investment solutions.

Aditya Birla Capital 

Aditya Birla Capital is one of India’s leading providers of tailored services to clients through its subsidiaries. The company offers an extensive range of premier products, including home loans and insurance options.

Its arm Aditya Finance Limited provides a comprehensive suite of financial solutions that cater to individual business needs with AMFI registration ensuring regulatory compliance for added security making it a trusted partner delivering customized financial strategies catering to unique client requirements establishing itself as the top player in the Indian wealth market. With a robust presence across India, the company is recognized for delivering expert personalized services providing peace of mind and a secure future through its innovative product offerings and knowledge of industry trends keeping pace with evolving needs of clients.

Anand Rathi Wealth Limited 

Anand Rathi Wealth Limited is a leading wealth management company in India. People know them for putting clients first and offering custom financial help. By the end of 2024, they managed over ₹76,402 crores, showing they are a strong player in the market. Anand Rathi mainly works with wealthy individuals (HNIs). They provide services like managing investments, planning finances, giving real estate advice, and investment consulting.

They stand out because they use relationship managers to give clients personal attention and financial advice. Very few of their relationship managers leave the company (only 0.26% in the last part of 2024), which shows they focus on building trust and lasting relationships. Anand Rathi Wealth uses the latest technology and a good online platform to give clients complete financial plans that fit their needs. Because they constantly focus on new ideas, good service, and happy customers, Anand Rathi Wealth is a top company for managing wealth in India.

Edelweiss Wealth Management

Nuvama, previously called Edelweiss Wealth Management, is a top wealth management company in India. They offer a complete platform for wealthy individuals, entrepreneurs, and large investors. They provide services like managing wealth and investments, handling institutional securities, offering custodial services, and giving advice. Nuvama stands out by using global ideas combined with local knowledge to give great value. Their advanced online platform makes managing investments easy, offering simple access to financial tools.

Because they focus on new ideas and keeping clients happy, they are a trustworthy partner for growing finances. Nuvama prioritizes clear communication and excellent service. They customize their services to fit each client’s needs, helping them protect and increase their wealth. People know them for delivering reliable results and providing smart financial advice, making them one of the best wealth management companies in India.

Bajaj Capital

Bajaj Capital is known to be one of the best wealth management companies in India. They offer complete investment advice and financial planning for individuals and families, covering diverse products like mutual funds and insurance. They prioritize clients, creating personalized plans for wealth building, retirement, and tax savings. With long experience, Bajaj Capital uses strong market knowledge to provide effective strategies. They combine personal advice with technology for easy investment management. Their commitment to ethics and customer satisfaction has built a loyal customer base. Bajaj Capital empowers financial independence in India.

Standard Chartered Wealth Management

Standard Chartered Wealth Management offers premium services to high-net-worth individuals, including investment advisory and estate planning. The firm leverages its international expertise and extensive network to design personalized financial strategies that meet diverse client needs.

With a focus on innovation, Standard Chartered integrates cutting-edge digital tools into its offerings, enabling clients to manage their wealth seamlessly while prioritizing long-term security and sustainable growth. By aligning solutions with individual aspirations, the company fosters enduring relationships built on trust and transparency, establishing itself as one of the top wealth management companies in India.

Conclusion 

List of wealth management companies in India, HDFC SBI Kotak ICICI Axis Bank Burgundy among others, are pivotal to helping high-net-worth individuals secure their financial future.

These firms provide bespoke solutions expert advice advanced digital tools tailored for diverse client needs beyond traditional banking. 

They offer comprehensive services including investment guidance estate planning tax optimization retirement strategies navigating wealth management complexities with personalized approaches empowering clients’ confidence in achieving unique aspirations across India through significant assets under management and a commitment to customized support establishing them as vital partners on the journey of creating and preserving wealth.