Top 10 Wealth Management Firms in India (2025)
Top 10 Wealth Management Firms in India (2025)
Jul 10, 2025
India’s wealth management industry is in the midst of a transformative shift. As the country's economic engine accelerates, more entrepreneurs, startup founders, and next-gen family business leaders are stepping into the HNI and UHNI brackets earlier than ever before.
In this dynamic environment, the role of a wealth manager goes far beyond investment advice — it’s about helping clients navigate complex cross-border investments, succession challenges, philanthropy goals, and even reputation management in an increasingly digital world.
In 2025, the most impactful firms are those with not only the highest assets under management (AUM) but also deep expertise in estate planning, alternative investments, philanthropy, and global diversification. Here's a definitive look at the top 15 wealth management firms in India — ranked by AUM and enriched with insights on scale and capabilities.
1. Kotak Wealth Management
AUM: ₹4 lakh crore+ (~USD 48 billion)
Employees: 800+ wealth professionals
Highlights: India’s largest wealth manager, Kotak offers tailored solutions across investment advisory, succession planning, philanthropy, and alternative assets. Known for its deep relationships with India's top business families and promoters.
2. 360 One Wealth (formerly IIFL Wealth)
AUM: ₹3.6 lakh crore+ (~USD 43 billion)
Employees: 900+ professionals across 20+ offices
Highlights: A strong focus on ultra-affluent clients, alternative assets, and customized portfolio management. 360 One's scale and research capabilities make it a preferred choice for entrepreneurs and UHNIs.
3. Nuvama Private wealth
AUM: ₹2.5 lakh crore+ (~USD 30 billion)
Employees: 500+ advisors nationwide
Highlights: Offers a comprehensive suite covering global investments, structured products, and estate planning. Known for boutique-style service with institutional scale.
4. Standard Chartered Private Banking India
AUM: ₹1.9 lakh crore+ (~USD 23 billion)
Employees: 300+ private bankers and specialists
Highlights: Strong global network supporting Indian HNIs with cross-border structuring and international diversification strategies.
5. Julius Baer India
AUM: ₹1.7 lakh crore+ (~USD 20 billion)
Employees: 200+ advisors across key Indian metros
Highlights: Combines Swiss legacy with deep India expertise. Focus on bespoke advisory for entrepreneurs and global families.
6. Avendus Wealth Management
AUM: ₹1.5 lakh crore+ (~USD 18 billion)
Employees: 250+ advisors and support teams
Highlights: Specializes in working with startup founders, private equity partners, and growth-stage promoters. Strong focus on private markets.
7. HSBC Private Banking India
AUM: ₹1.4 lakh crore+ (~USD 17 billion)
Employees: 250+ professionals
Highlights: Trusted for its multi-jurisdictional capabilities and global research depth, making it ideal for clients with offshore interests.
8. Anand Rathi Wealth
AUM: ₹1.2 lakh crore+ (~USD 14 billion)
Employees: 250+ advisors
Highlights: Known for a strong presence among family businesses and traditional Indian industrialists. Emphasizes a personalized, long-term approach.
9. Motilal Oswal Private Wealth
AUM: ₹1 lakh crore+ (~USD 12 billion)
Employees: 200+ professionals
Highlights: Strong equity research foundation and deep focus on India-centric growth stories, appealing to investors seeking active equity exposure.
10. Waterfield Advisors
AUM: ₹95,000 crore+ (~USD 11 billion)
Employees: 150+ advisors
Highlights: India’s leading multi-family office advisory. Completely conflict-free, focusing on strategic asset allocation, succession, and family governance.
🌟 Final Thoughts
The rise of HNIs and UHNIs in India is rewriting the rules of wealth management. These top 15 firms aren’t just financial advisors — they’re strategic partners helping clients navigate succession, philanthropy, global diversification, and reputation.
🚀 Want deeper insights on India’s affluent ecosystem?
At Affluense.ai, we deliver in-depth reputation intelligence and wealth insights to help you understand and connect with India’s most influential individuals and families. Explore Affluense.ai to learn more.
India’s wealth management industry is in the midst of a transformative shift. As the country's economic engine accelerates, more entrepreneurs, startup founders, and next-gen family business leaders are stepping into the HNI and UHNI brackets earlier than ever before.
In this dynamic environment, the role of a wealth manager goes far beyond investment advice — it’s about helping clients navigate complex cross-border investments, succession challenges, philanthropy goals, and even reputation management in an increasingly digital world.
In 2025, the most impactful firms are those with not only the highest assets under management (AUM) but also deep expertise in estate planning, alternative investments, philanthropy, and global diversification. Here's a definitive look at the top 15 wealth management firms in India — ranked by AUM and enriched with insights on scale and capabilities.
1. Kotak Wealth Management
AUM: ₹4 lakh crore+ (~USD 48 billion)
Employees: 800+ wealth professionals
Highlights: India’s largest wealth manager, Kotak offers tailored solutions across investment advisory, succession planning, philanthropy, and alternative assets. Known for its deep relationships with India's top business families and promoters.
2. 360 One Wealth (formerly IIFL Wealth)
AUM: ₹3.6 lakh crore+ (~USD 43 billion)
Employees: 900+ professionals across 20+ offices
Highlights: A strong focus on ultra-affluent clients, alternative assets, and customized portfolio management. 360 One's scale and research capabilities make it a preferred choice for entrepreneurs and UHNIs.
3. Nuvama Private wealth
AUM: ₹2.5 lakh crore+ (~USD 30 billion)
Employees: 500+ advisors nationwide
Highlights: Offers a comprehensive suite covering global investments, structured products, and estate planning. Known for boutique-style service with institutional scale.
4. Standard Chartered Private Banking India
AUM: ₹1.9 lakh crore+ (~USD 23 billion)
Employees: 300+ private bankers and specialists
Highlights: Strong global network supporting Indian HNIs with cross-border structuring and international diversification strategies.
5. Julius Baer India
AUM: ₹1.7 lakh crore+ (~USD 20 billion)
Employees: 200+ advisors across key Indian metros
Highlights: Combines Swiss legacy with deep India expertise. Focus on bespoke advisory for entrepreneurs and global families.
6. Avendus Wealth Management
AUM: ₹1.5 lakh crore+ (~USD 18 billion)
Employees: 250+ advisors and support teams
Highlights: Specializes in working with startup founders, private equity partners, and growth-stage promoters. Strong focus on private markets.
7. HSBC Private Banking India
AUM: ₹1.4 lakh crore+ (~USD 17 billion)
Employees: 250+ professionals
Highlights: Trusted for its multi-jurisdictional capabilities and global research depth, making it ideal for clients with offshore interests.
8. Anand Rathi Wealth
AUM: ₹1.2 lakh crore+ (~USD 14 billion)
Employees: 250+ advisors
Highlights: Known for a strong presence among family businesses and traditional Indian industrialists. Emphasizes a personalized, long-term approach.
9. Motilal Oswal Private Wealth
AUM: ₹1 lakh crore+ (~USD 12 billion)
Employees: 200+ professionals
Highlights: Strong equity research foundation and deep focus on India-centric growth stories, appealing to investors seeking active equity exposure.
10. Waterfield Advisors
AUM: ₹95,000 crore+ (~USD 11 billion)
Employees: 150+ advisors
Highlights: India’s leading multi-family office advisory. Completely conflict-free, focusing on strategic asset allocation, succession, and family governance.
🌟 Final Thoughts
The rise of HNIs and UHNIs in India is rewriting the rules of wealth management. These top 15 firms aren’t just financial advisors — they’re strategic partners helping clients navigate succession, philanthropy, global diversification, and reputation.
🚀 Want deeper insights on India’s affluent ecosystem?
At Affluense.ai, we deliver in-depth reputation intelligence and wealth insights to help you understand and connect with India’s most influential individuals and families. Explore Affluense.ai to learn more.