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IIFL Wealth Management Ltd. is an Indian wealth management firm, [3] [4] [5] headquartered in Mumbai, India. The company has a presence in 7 countries and 23 locations in India. [ 6 ] It offers wealth management , asset management , portfolio management services, investment products, treasury services, estate planning and lending among others.
Fullerton Securities and Wealth Advisors Limited is a company headquartered in Gurgaon, India. It offers financial planning and wealth management products to mass affluent and affluent customer segments.
Motilal Oswal provides products and services related to equity trading, commodity trading and investment advisory services, IPOs and SIPs investment, portfolio management services, and mutual funds investment. [17] Motilal Oswal's client base was around 7.3 million at the end of June 2024. [18]
IIFL and its group companies are backed by Canadian investor Prem Watsa, private equity firm General Atlantic and CDC Group, the UK Government's private equity arm. [5] [6] [7] IIFL is ranked among the top seven financial conglomerates in India [8] and as the top independent financial services firm in India in terms of market capitalisation. [9]
To start, the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study gave Charles Schwab the top score. The wealth management firm offers an integrated approach to personal finance ...
Investment companies of India (1 C, 5 P) M. Microfinance companies of India (1 C, 11 P) ... Aditya Birla Sun Life Asset Management; Axis Direct; B. Bajaj Finance; C.