The best wealth managers to watch for planning your financial future

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MUMBAI, AUGUST 31, 2022 (GPN): Understanding the balance between spending and saving can help stabilize the future. In India, the wealth management industry has seen a huge transformation, the situation has changed drastically over the past decade. The pandemic has enabled wealth models that provide virtual advice and with the advancement of the internet and technology, awareness of investing in the right asset classes has now increased. A big advancement that has boosted wealth management in all classes is the rise of start-ups and subsequently the number of unicorns that have appeared on Indian industrial development.

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

Alpha House

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

Validus Wealth

Validus Wealth is a service-focused next-generation private wealth management platform for Indian HNW and UHNW clients that was launched in September 2018. It aims to offer investment, lending, estate planning and investor protection in India. Present in 9 cities (Mumbai, Delhi, Bangalore, Chennai, Pune, Goa, Hyderabad, Ahmedabad and Chandigarh), it employs nearly 150 wealth management experts from foreign and local companies.

Wealth of the Sanctuary

Sanctum Wealth is a comprehensive wealth management platform that oversees over ₹17,000 crore of client assets for over 1,100 wealthy families in India and abroad. Founded in April 2016 through the acquisition of the Indian private banking business of Royal Bank of Scotland, our vision is to be the most trusted wealth management adviser in India. Based in Mumbai, we are present in six major Indian cities including Mumbai, New Delhi, Bengaluru, Chennai, Kolkata and Ahmedabad. Through our two legal entities and six regulatory licenses, we offer our clients a range of services that include investments, estate planning, real estate and private transactions.


Wealth Planners is a SEBI Registered Investment Advisor. Ladder7 has become a leading and reputable investment and financial planning advisory firm in India recognized for its professional competence, relied upon for superior quality of advice and depended upon for its integrity, ethics and reliability. Ladder7 has become a leading and respected player in the field of financial planning and wealth management consulting in India.

We have been in the financial advisory business since 2004, making us one of the most experienced and trusted financial planners/advisors in India. Ladder7 specializes in offering detailed and holistic financial planning/advisory services to our clients in India and globally with the help of technology.

BNP Paribas Wealth Management

BNP Paribas is a French international banking group. It is the seventh largest bank in the world 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 recognized service provider for businesses and institutions.


Dolores W. Simon