Top Wealth Management Services Firms & Best Wealth Management Services Providers in India

With an emphasis on reaching their objectives, Equirus Wealth provides businesses, families, and individuals with comprehensive financial planning and investment management solutions.

From Zurich (Head Office) to Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo, the Julius Baer Group has offices in almost 60 countries. Julius Baer made a huge improvement to our financial planning. Their knowledge is unparalleled! With customized plans, Julius Baer's exceptional wealth management solutions have safeguarded our financial future.

One of India's top suppliers of working capital financing for SMEs is Oxyzo Financial Services. Our goal is to provide small and medium-sized enterprises with the funding they require in order to expand and thrive. We provide a variety of options, such as business loans without collateral and a line of credit, giving SMEs the freedom to control their cash flow and fund their day-to-day operations. Our skilled group of financial experts collaborates closely with every customer to comprehend their particular demands and offer specialized financial solutions that satisfy those objectives. Helping SMEs accomplish their objectives and achieve greater success is our mission at Oxyzo. Because of our dedication to providing excellent customer service and our thorough knowledge of the Indian business environment, we are the partner of choice for businesses looking to secure the financial future.

A group of experts in corporate strategy, private equity, mergers and acquisitions (M&A), investment banking, and management consulting formed COMPAXED in India. Team "COMPAXED" is dedicated to lifting the company to new heights by successfully contributing to the client's continuous improvements in productivity and efficiency, as well as the client's appropriate investments and divestitures and important decisions pertaining to corporate strategy. Our company's history is fascinating. The group of working professionals assembled at the Indian Institute of Management, Calcutta (IIM-C) for Management Education. By establishing a formal establishment, each of them aimed to serve sector-agnostic deals in particular Business Verticals and Core Domain Services sectors. The team had already begun working on it and had included COMPAXED. A group of experts in corporate strategy, private equity, mergers and acquisitions (M&A), investment banking, and management consulting formed COMPAXED in India. Team "COMPAXED" is dedicated to lifting the company to new heights by successfully contributing to the client's continuous improvements in productivity and efficiency, as well as the client's appropriate investments and divestitures and important decisions pertaining to corporate strategy. Our company's history is fascinating. The group of working professionals assembled at the Indian Institute of Management, Calcutta (IIM-C) for Management Education. By establishing a formal establishment, each of them aimed to serve sector-agnostic deals in particular Business Verticals and Core Domain Services sectors. The team had already begun working on it and had included COMPAXED.

We at Datakatalyst Ventures, a specialized investment banking advisory service, help startups develop financial models that include cash flow forecasts and valuations, as well as pitch decks. Some of the top startups in India and beyond have entrusted us with their mandates, and we assist them obtain capital and expand their companies. We collaborate with our clients, encouraging open and sincere discussions to fully grasp their goals and requirements.

As a committed and experienced financial advisor, we are committed to assisting people and families in reaching their financial objectives and safeguarding their future. Having worked in the financial sector for eight years, we have a thorough understanding of risk management, retirement planning, tax optimization, and investment techniques.

Our sole clients are NPA Accounts (NON-PERFORMING ASSET) Private Finance, NPA Funding, NPA Loan, NPA Case Funding, NPA Loan Settlement, NPA Account Takeover, NPA Retrieval, NPA Recovery, NPA Structuring, NPA Solutions, Loan for One-Time Settlement, Stress Account/Loan against Property with a low CIBIL score, Builder Finance, Private Equity, Loan for NPA Accounts, Big Corporate Funding, and ECB. Loan Disbursement.

Searching for a house loan a loan secured by real estate in Uttam Nagar, a loan secured by a used car, or a loan secured by real estate with favorable interest rates? Choose the loan that best suits your needs by comparing it to properties offered by different institutions. Get in touch with Inr Plus right now.

As a well-rounded financial services company today, we provide a wide range of financial products and services, including the stock market, equity derivatives, currency derivatives, securities lending and borrowings, MFSS, commodity trading, depository participants, portfolio advisory services [PAS], distributors of mutual funds, initial public offerings [IPO], NSDL-New Pension System [NPS], corporate fixed deposits, government bonds, mobile trading services, deposits, bonds, e-insurance, and many more. In order to guarantee high levels of client satisfaction, we have created solutions that are specifically tailored to each of our clients. Based on a thorough understanding of each person's and institution's distinct potential and aptitude, we at JK are dedicated to providing goods and services that foster growth and assist in achieving a range of financial goals.

With 16 years of successful experience in Silicon Valley and Wall Street, Arete Ventures is a business strategy consulting firm that works with private equity, venture capital, hedge funds, pension funds, and family offices. We are experts in performance improvement (Operational Consulting), mergers and acquisitions, and investments. We serve decision makers at investment companies, financial institutions, and corporations from Mumbai and San Francisco as a boutique private equity and venture capital consulting organization. Our buy side M&A advisory services, which prioritize value creation, have improved Enterprise values, IRRs, and TVPIs for General Partners (GP) and Limited Partners (LP) in both traditional (manufacturing, engineering, and FMCG) and emerging (e-commerce, fintech, AI/ML, data science, super computing, quantum computing, renewable energy, climate tech, electric vehicles, and life sciences) sectors. Our worldwide success gave us tremendous knowledge in reducing risks and turning innovative ideas into profitable opportunities. Arete Ventures' principals are on the jury boards of venture capital companies, helping with portfolio fund strategies and technical and commercial due diligence. One of the best small company consulting businesses, we have practical operational consulting knowledge in addition to direct financial and investment advisory services. With an emphasis on financial analysis (FP&A), zero-based budgeting (ZBB), go-to-market (GTM), digital, growth, and capital investment strategies, our committed small business consultants are acknowledged experts in the field who have assisted SMBs in the US, EU, and APAC with business turnaround.

Six Sense, Ahmedabad's top accounting institute, offers top-notch accounting instruction. With the help of our knowledgeable instructors and extensive course offerings, unleash your potential. Pave the path to a prosperous accounting career by enrolling today.

Our goal at Meru Accounting is to satisfy your company's demands by offering complete accounting solutions. We work to provide organizations with accurate financial data, strategic insights, and dependable support by utilizing our team of seasoned specialists and cutting-edge financial tools. Our Offerings: 1. Bookkeeping and Accounting: To guarantee that your financial records are correct, current, and compliant, we provide dependable bookkeeping and accounting services. We manage everything properly and efficiently, from everyday transactions to the creation of financial statements. 2. Tax Preparation: Our tax professionals are knowledgeable about the constantly evolving tax laws. We guarantee precise tax preparation for both people and organizations, offer strategic tax planning, and assist you in locating possible credits and deductions. Payroll services: Payroll administration can be difficult and time-consuming. We streamline the procedure by taking care of tax withholdings, payroll computations, and filing needs so you can concentrate on your main business operations. 4. Financial Analysis and Reporting: With our extensive analysis and reporting services, you can obtain important insights into the financial operation of your company. 5. Virtual Assistant: We offer all organizations virtual assistance services. Why Pick Us? 1. Expertise and Experience: Our staff is made up of knowledgeable accountants with a wealth of experience in a variety of industries. 2. Customized Solutions: We are aware that each company is different. For this reason, we provide customized accounting solutions to match your unique needs. 3. Technology-Driven Approach: To improve efficiency and streamline procedures, we make use of cutting-edge accounting software and technology. 4. Client-Focused Service: Establishing trusting bonds with our customers is our first goal. 5. Integrity and Confidentiality: Our company is built on trust. 6. We operate at a 50% cost savings!

As an outcome-driven cross-functional CXO support group, Prequate works with enterprises to help them better understand their environment and operate in a more efficient, intelligent, and successful manner. Since 2010, Prequate has produced work in more than 25 countries and 20 different industries. > Advisory Business Roadmap > Offices of Strategic Finance > Offices of the Founder > Advisory for Investment Banking > Advisory for M&A Over the years, Prequate has been highlighted in a number of publications for its innovative, practical, result-based advice approach.

As investment bankers, we support joint ventures and acquisitions by pushing feasibility studies and business intelligence. -We have completed a number of feasibility studies and joint ventures, and we are about to complete a few purchase bids. We offer comprehensive services to help foreign businesses expand their operations in India.

One of India's top law companies, Ahlawat & Associates serves both local and foreign customers. Our services cover a wide range of industries, including helping to establish up businesses in India and attract foreign direct investments. Ahlawat and Associates is a well-known legal practice that offers legal advice, the most recent developments in the legal field, and much more. Contact us if you need legal assistance with any of the following: resolving property disputes, establishing a new business, obtaining legal protection for your business contracts, filing taxes, divorcing your spouse, etc. Within the parameters of the current and quickly evolving legal environment, we assist all of our esteemed clients/customers, business organizations, enterprises, startups, and entrepreneurs in resolving their difficult issues. Our areas of competence include NRI Services, Tax, Intellectual Property, Real Estate, Litigation and Dispute Resolution, Employment and Labor, Mergers and Acquisitions, and Corporate Commercial, although we accept all kinds of situations. Our Offerings: Bankruptcy and Insolvency Code Secretarial Services for Businesses UK General Counseling Services Visa Acquisitions and Mergers in the Immigration Service Labor and Employment Lawsuits and Conflict Settlement Property Dispute in Real Estate Laws governing intellectual property taxes and regulations Legal Services for NRIs Indian Corporate Commercial Law Business Establishment Foreign Direct Investment

The company's main goal is to offer its clients a wide range of excellent services in the most capable and polished way possible. We offer both Indian and foreign corporations multidisciplinary services in areas including international tax, transfer pricing, audit and assurance, direct and indirect taxes, entry level strategy, and risk consulting. For more than 32 years, we have been offering our clients superior, personalized services.

One of the world's most internationally integrated company management consulting organizations is Zamway Solutions. We provide services in corporate, individual, and legal domains.Nowadays, Zamway Solutions is a world leader in company management consulting, feasibility studies, project planning, incorporation, and advisory services, as well as auditing and accounting support. Our current successful position is a result of our belief in client focus. Our primary offerings are: 1) Startup consultation 2) Advice on managing a corporate entity 3) Multinational Business Consultation 4) Investor Consultation 5) Franchise Business Consultation 6) IT and Legal Assistance

Aprisity Technologies is a global leader in Digital Marketing, AI Product Development, and Technology Solutions, dedicated to empowering businesses through innovation and expertise. The company specializes in delivering a wide range of services, from cutting-edge artificial intelligence solutions to comprehensive business consulting, designed to drive growth, efficiency, and transformation. Key Services 1. Digital Marketing Aprisity Technologies offers end-to-end digital marketing services to enhance brand visibility, engage audiences, and boost business growth: Search Engine Optimization (SEO): Elevating website rankings and visibility on search engines. Social Media Marketing: Building and managing impactful social media campaigns. Content Marketing: Crafting high-quality, engaging content to attract and convert audiences. Pay-Per-Click (PPC) Advertising: Running targeted paid ad campaigns on Google, Facebook, and LinkedIn. Email Marketing: Designing campaigns that nurture leads and improve customer retention. 2. AI Product Development Revolutionizing business operations with AI-powered tools and platforms: Custom AI Solutions: Creating tailored AI products to address specific business challenges. Machine Learning Models: Building predictive analytics, natural language processing (NLP), and automation tools. Data Analytics and Insights: Transforming complex datasets into actionable business strategies. Chatbots and Virtual Assistants: Developing intelligent systems to improve customer interaction and support. 3. App and Web Development Developing cutting-edge applications and websites tailored to business needs: Mobile App Development: Creating user-friendly and high-performance apps for Android and iOS. Web Development: Building responsive, dynamic, and visually appealing websites. Custom Software Solutions: Crafting software tailored to unique business requirements. 4. Cloud Computing and IT Solutions Empowering businesses with scalable and secure IT infrastructure: Cloud Solutions: Providing scalable cloud platforms for storage, computing, and collaboration. IT Consulting: Offering expert advice to optimize IT operations and infrastructure. Cybersecurity: Ensuring robust data protection and secure digital environments. 5. Business Intelligence and Automation Helping businesses make informed decisions with advanced analytics: Data Visualization: Turning data into intuitive dashboards and reports. Process Automation: Streamlining workflows with AI-driven tools. 6. Blockchain Technology Enabling secure, transparent, and efficient solutions for modern challenges: Blockchain Development: Crafting custom blockchain platforms and decentralized apps (DApps). Smart Contracts: Automating agreements with secure and transparent protocols. 7. Human Resource Solutions Providing comprehensive HR services to support business growth: Talent Acquisition: Identifying and recruiting top talent for various industries. Remote Staffing Solutions: Delivering fully vetted remote employees to enhance productivity. HR Consulting: Optimizing HR policies and processes for organizational efficiency. Why Choose Aprisity Technologies? Global Reach: Offices and clients in India, the USA, Dubai, Europe, and Canada. Comprehensive Solutions: From AI to HR, all services under one roof. Innovation and Efficiency: Cutting-edge technology to deliver exceptional results. Client-Centric Approach: Personalized strategies tailored to meet unique business needs.