Top 6 Wealth Management companies in Gurgaon, Haryana, India

MobiKwik

MobiKwik is a fintech platform, operating businesses in consumer payments, payment gateway, and financial services. MobiKwik’s payments network is one of the largest in India with 120 million users, 3 million merchants, and 300+ billers. The vision of the company is to build accessible, and affordable digital financial services for a Billion Indians. Founded in 2009 by Bipin Preet Singh and Upasana Taku, the company has raised over $100M in funding from marquee investors. With 60% Indian ownership, MobiKwik is the Truly Indian Payments App. Having grown from its strength in payments, the company has transformed into a full-stack fintech platform offering financial products. Since 2018, MobiKwik has disbursed 19 lakh loans via its Digital Credit Line, which disburses money instantly to the user’s wallet. The company ventured into the mutual fund space with the acquisition of Mumbai-based Clearfunds.

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Wixifi

Wixifi is the only robo investment advisory service in India. It advises you on how to build a well-diversified, periodically rebalanced tax optimized low cost portfolio through a web platform (and mobile app in the future). The algorithm analyses thousands of securities to come up with a suitable portfolio for each risk level.

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ClearMyDues

ClearMyDues, they are committed to simplifying the debt resolution process for their customers. In 3 simple steps, their users get the power to resolve their bad accounts. Their team of expert analysts, along with their roster of partner banks, can help in resolving your CIBIL issues. With the largest number of empaneled banks, they provide an end-to-end solution to resolve your default accounts. To top it all, the platform is completely free for you. Their model allows us to best serve you whilst adding no extra burden on you.

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Planify

Planify is a financial services company which provides all types of pre ipo stocks, portfolio management services, mutual funds, instant loan and insurance like health, life, motor and general insurance. Planify.in is the most trusted website in India that has a digital platform to buy upcoming IPO’s. An Opportunity to buy quality stocks in quantity before the company gets listed on the stock exchange.

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All India ITR

All India ITR is about providing excellent services towards affordable online tax filing solutions for individuals and businesses. All India ITR believe in using technology to attain accuracy that walks towards excellence and Their service line is built with this thought. All India ITR are working to break the myth of tax filing process that it is a time taking and hard procedure which is mandatory to complete. Certainly, it is a mandatory citizen duty which every citizen must complete and Their service is to make this duty instant for them. To make tax filing easier, All India ITR have built Their filing system with the latest technology which has made it simpler and user-friendly that you can find nowhere else. All India ITR assure of minimum time spent for filing Income Tax Refund to get a maximum possible refund. Whether you have a Form-16 or not, you are welcome to file your tax return with Their digital system. All India ITR are authorised e-return intermediary and All India ITR guarantee Their users of authenticity. Their service ranges not only target individual taxpayers, but also are designed for the business owners.

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Bridge Group Solutions

Bridge Group Solutions offers enterprise resource planning, technology, manpower solutions, wealth management, business process management software, and talent management solutions. Their customers contact them through phone, email, and online applications.

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