Top 10 Wealth Management companies in Bengaluru, Karnataka, India

Unlistedkart

Unlistedkart brings Pre-IPO opportunities that are yet to be discovered by broader markets. With the help of the Unlistedkart app, consumers would be able to invest in upcoming new-age technology companies that are focused, on Agritech, Healthtech, Fintech, Deep Tech, E-commerce, Last-mile delivery, etc. which might be a household name. Key Features - Buy and sell unlisted stocks - Buy Research Reports - Access and read unlisted news/insights - Manage/Track your unlisted stocks in one place

Investo

Investo is a smart investing and personalised wealth management platform for mass affluent millennial and gen-z investors.  It enables customers to get better returns by simplifying investing in stocks, mutual funds, bonds, alternatives etc and managing overall portfolio.

Propel

Propel develops a platform that manages, builds and grows finances. It offers financial advisories and investment assistance. Propel is based in Bengaluru, India.

Goalwise

Goalwise provides a simple online mutual fund investment platform to help you set, track and achieve your financial goals like retirement, child's education, etc. Its do your risk profiling, do asset allocation between equity and debt, pick best performing mutual funds and monitor and rebalance efficiently to always keep you on track. Goalwise smart algorithms automatically detect how likely you are to achieve your long term goals based on your investment pattern and if you are falling behind what needs to be done to get you back on track.

SaveDesk

SaveDesk is finserv company operating in niche segment of optimising hidden & direct banking costs associated to various services offered by bank. Headquartered at Bangalore, SaveDesk's vision is to bring financial fairness in current banking system. SaveDesk help companies increase their bottomlines upto 7 % through meticulous management of their day to day financial activities.

Koshex

Koshex provides a personal finance and wealth management service. It is automating wealth creation for 400 million Indian millennials with data-driven insights around their day-to-day finances to save more and invest well. The company was founded in 2020 and is headquartered in Bengaluru, Karnataka.

Capitalmind

Capitalmind is a research and fintech enabled Wealth Management company in India. Research capitalmind.in and Wealth Management capitalmindwealth.com

WealthApp

WealthApp, realizes the constraints of the working professional and is built so that they spend only the absolute necessary amount of time on the portal and continue on with their schedules. They know that you don’t have time to waste, so let’s get right to it.

Liquide

Liquide is an on-demand investment advisory platform for stock investors. Liquide aims to simplify stock investing for the less savvy investors by giving a definitive solution to all stock investing woes. It rides on existing brokerage accounts to get all the essential context and employs cutting-edge analytics to deliver high quality advisory. Their services include portfolio analytics, on-demand research report, stock suggestions and small cases. Liquide is registered as an Enterprise Research Analyst with SEBI, India. https://liquide.life/