In today’s booming economy, the demand for expert advice and personalized strategies is higher than ever. As affluent individuals and families seek to preserve and grow their assets, selecting the right partner becomes critically important. In this article we present a curated list of the top 10 wealth management companies in India, with one standout at the very top.
Why this ranking matters: With rising complexity in tax laws, investment classes, global exposures, estate planning and alternative assets, choosing a trusted advisor can make all the difference. The “top 50 wealth management companies in India” listing below gives you a data-rich snapshot of key players, so you can compare their positions, capabilities and relevance to your goals.
How to Find the Best Wealth Management Firms
Finding the best wealth management firm isn’t just about big brand names — it’s about alignment with your financial goals, values, and the level of service you expect. Start by clearly identifying your needs: Are you looking for investment management, estate planning, tax optimisation, or retirement income solutions? Once you’ve defined your priorities, evaluate firms based on their expertise in those areas. Look for SEBI-registered advisors with a proven track record, transparent fee structures, and strong research capabilities. Ask about their approach — is it advisory-led, goal-based, or product-focused?
The best firms offer custom strategies, not one-size-fits-all solutions. It’s also important to assess their digital tools and reporting — can you track your portfolio in real time, and do they explain performance clearly? Reviews, client testimonials, and third-party ratings (like PMS Bazaar, Morningstar, or Wealth Insights) can provide unbiased views. Lastly, schedule a discovery call — the right wealth manager should listen more than sell, and tailor their advice to your financial journey. Whether you’re a first-generation HNI or planning succession, the best wealth management firms will act as long-term partners, not just service providers.
Top 10 Wealth Management Companies in India
| Rank | Company | Key Notes / Features |
| 1 | Dezerv | Tech-led, rapidly growing; active monitoring model. |
| 2 | Kotak Wealth Management (Kotak Mahindra Wealth Management) | Strong legacy bank backing, extensive services for HNIs. |
| 3 | ICICI Wealth Management (ICICI Wealth Management) | Major private-sector bank’s wealth arm; robust platform. |
| 4 | HDFC Wealth Management (HDFC Wealth Management) | Established name; wide reach and trusted brand. |
| 5 | SBI Wealth (SBI Wealth) | Public-sector bank wealth division; catering major HNIs. |
| 6 | Aditya Birla Capital Wealth Management (Aditya Birla Capital) | Part of diversified financial group; broad services. |
| 7 | Edelweiss Wealth Management (Edelweiss Wealth Management) | Founded 1995; experienced in advisory and asset services. |
| 8 | Anand Rathi Wealth (Anand Rathi Wealth) | Over 25 years’ presence; trusted for HNIs. |
| 9 | Axis Bank Burgundy (Axis Bank Burgundy) | Premium offering from Axis Bank for HNIs. |
| 10 | 360 ONE Wealth (360 ONE Wealth) | Rebranded from IIFL Wealth; large AUM and global footprint. |
Note: Key notes here are indicative; full AUM may be updated by each firm like SEBI , Wikipedia and The Economic Times.
Trends & Growth Drivers in the Indian Wealth Management Industry
The Indian wealth-management sector is undergoing rapid transformation. Some of the key drivers:
- Growth of high-net-worth individuals (HNIs) and ultra-HNIs (UHNWIs) in India.
- Demand for integrated services: investment advisory, tax & estate planning, succession, global diversification.
- Technology-enabled platforms disrupting traditional advisory models (e.g., active monitoring, analytics-based portfolios). Dezerv is a good example.
- Regulatory changes, alternative asset access and growing transparency expectations.
- Many firms are expanding beyond metropolitans into tier-II/III cities to reach emerging wealth.
How to Use This List to Choose a Firm
When reviewing the list of the top 50 wealth management companies in India, keep the following criteria in mind:
- Service scope – Do they offer only investment advisory, or complete wealth management (estate, tax, succession, philanthropy)?
- Technology & monitoring – How often do they review portfolios? Are there dashboards or alerts?
- Fee model & transparency – Are fees aligned with performance? Are conflicts disclosed?
- Asset class access – Equities, mutual funds, PMS, AIFs, real-estate, REITs/InvITs, global markets.
- Track-record & credentials – Check AUM, client testimonials, regulatory registrations.
- Geographic reach & personal relationship manager – Particularly if you have cross-border interests or non-resident status.
- Compatibility with your goals – Risk tolerance, time horizon, legacy/family-office needs.
Conclusion
The landscape of wealth management in India is richer and more competitive than ever. From legacy banks like Kotak, ICICI and HDFC offering HNI services to more agile, tech-driven firms like Dezerv that challenge the status quo, clients have more choice than ever before.
If you’re pursuing growth, preservation or multi-generational wealth planning, your selection among the top 50 wealth management companies in India should hinge on the criteria above. While Dezerv stands out at the top of this list, competitors such as Kotak Wealth Management, ICICI Wealth Management, HDFC Wealth Management, Edelweiss Wealth Management and 360 ONE Wealth remain formidable choices with deep experience and scale.
Ultimately, the best partner will understand your financial story, align with your values and execute with transparency and agility.
