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4 wealth management platforms to select for planning your financial future

By Leandra Monteiro

September 08, 2022

  • Digital Wealth Advisory
  • Financial Planning
  • House of Alpha

wealth management, IndiaUnderstanding the balance between expenses and savings can help one to stable the future. In India, the 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 and with the advancement of the internet and technology, the awareness about investing in the right asset classes has now grown. Big progress that spurred wealth management across classes is the rise of start-ups and subsequently the number of unicorns that have appeared in the Indian industrial development.

Here are the 4 wealth management platforms to approach for planning your financial future:

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 investment advisory provide clients with efficient risk-reward payoffs at the 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 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 a 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 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, the company has a presence in six major Indian cities, including Mumbai, New Delhi, Bengaluru, Chennai, Kolkata, and Ahmedabad. Through its two legal entities and six regulatory licenses, it provides clients with a range of services that include investments, estate planning, real estate, and private transactions.

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

Ladder7 has become a respected player in the financial planning and wealth advisory space in India. The company specializes in offering detailed and holistic Financial Planning/advisory services to its clients in India & worldwide, with the help of technology.

ALSO READ: Wealth Management & Private Banking Systems Report Q2 2022

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