MUMBAI, 31 AUGUST, 2022 (GPN): Understanding the balance between expenses and savings can help one to stable the future. In India, wealth management industry has witnessed enormous transformation, the situation changed drastically in the last decade. The pandemic enabled the wealth models that provide virtual advisory & with the advancement of internet and technology, the awareness about investing in right asset classes has now grown. A big progress that spurred wealth management across classes is the rise of start-ups and subsequently the number of unicorns that have appeared on the Indian industrial development. 

Here are the top wealth managers to determine for the planning of financial future.

House of Alpha

A focused lifestyle financial planning and wealth management advisory that helps their clients use their money to live the best life possible. Their comprehensive planning solutions along with best in class investment advisory provide clients efficient risk-reward payoffs at lowest possible costs. Incepted in September 2021, the tech-driven startup is the brainchild of Harish Menon, Saumil Parikh and Bhuvanaa Shreeram that leverages intuitive technology to help clients identify, achieve and maintain their desired lifestyle without the fear of running out of money or leaving too much behind.

Validus Wealth

Validus Wealth is a next generation private wealth platform focused on serving Indian HNW and UHNW clients which was started in September 2018. It aims to offer investments, lending, succession planning, and protection services for investors in India. With presence across 9 cities (Mumbai, Delhi, Bangalore, Chennai, Pune, Goa, Hyderabad, Ahmedabad, and Chandigarh), it employs nearly 150 wealth management experts from foreign and local firms.

Sanctum Wealth

Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹17,000 crores of client assets for more than 1,100 high-net-worth families in India and abroad. Founded in April 2016 through the acquisition of the Royal Bank of Scotland’s India Private Banking business, our vision is to be the most trusted wealth advisor in India. Headquartered in Mumbai, we have presence in six major Indian cities, including Mumbai, New Delhi, Bengaluru, Chennai, Kolkata, and Ahmedabad. Through our two legal entities and six regulatory licenses, we provide clients a range of services that include investments, estate planning, real estate, and private transactions.

Ladder7

Wealth Planners is a SEBI Registered Investment Adviser. Ladder7 have evolved into an eminent, well-regarded financial planning & investment advisory firm in India that is trusted for their professional competence, relied on for the top quality of advisories and depended upon due to their integrity, ethics & trustworthiness. Ladder7 has become a leading, respected player in the financial planning & wealth advisory space in India.

We have been in the field of financial advisory since 2004 making us one of the most experienced, trusted financial planners/advisers in India. Ladder7 specializes in offering detailed & holistic Financial Planning/advisory services to our clients in India & worldwide, with the help of technology.

BNP Paribas Wealth Management

BNP Paribas is a French international banking group. It is the world’s seventh largest bank by total assets and the largest bank in Europe, and currently operates with a presence in 72 countries. It became one of the five largest banks in the world after the 2008 financial crisis.

Its wealth management division is a renowned service provider for corporate and institutional clients.

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