Directory · IN
Investment Management in India
A register of firms and the professionals working at them in the Investment Management sector based in India. Browse the public index, then filter or export on Kipplo.
Companies
2.4K on file
Unifi Capital Pvt Ltd
Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns. The core team at Unifi has on average 25+ years of experience in capital markets. Unifi's remarkable performance record over 2 decades is marked by each fund consistently outperforming respective benchmarks over the years. A strong in-house research team and high levels of service, supported by continuity in relationships is Unifi's promise to its clients.
51 to 200 staff
Dezerv
Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. Since inception, our clients have trusted us with over INR crore of their assets. At Dezerv, we aim to deliver- Comprehensive assessment of your investment portfolio from India's leading investment experts - Diversified portfolios to help you create long-term wealth using scientific allocation strategies - Active management of your portfolio and timely corrective actions as and when needed Invest with us to unlock premium investment opportunities and create long-term wealth. Get started with the Dezerv Wealth Monitor app to get recommendations on your mutual fund and stock portfolio.
501 to 1000 staff
Kristal.Ai
Kristal.AI is an award-winning digital private wealth platform, licensed and operational in Singapore, Hong Kong, India, and UAE We unlock sophisticated investment opportunities for the underserved mass affluent investors and provide a genetic advisory algorithm that helps first-time investors pick the most suitable portfolios (branded as Kristals) according to their financial goals and risk profiles. Our diverse team comprises 100+ people, backed by a strong and supportive management team with past work experience in JP Morgan, Citibank, BNP Paribas, Yahoo, Cognizant, and IBM Security. We are also backed by a leading VC in India – Chiratae Ventures (formerly IDG Ventures). For more information, visit https://kristal.ai/.
51 to 200 staff
Sanctum Wealth
Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 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, we have presence in six major Indian cities, including Mumbai, New Delhi, Bengaluru, Chennai, Kolkata, and Ahmedabad. Through our two legal entities and six regulatory licenses, we provide clients a range of services that include investments, estate planning, real estate, and private transactions. Reach out to us to see how we can make a difference to your journey.
51 to 200 staff
Alpha Alternatives
Alpha Alternatives is a multi-asset class asset management firm that creates sophisticated investment solutions for proprietary and client capital. We provide investors access to differentiated investment opportunities which are usually restricted to the prop investment desks. We walk the extra mile towards product innovation, alpha creation and risk management. We are singularly focused on creating alpha in everything that we do, and this is reflected in our product structures, our partner relationships and our economics.
201 to 500 staff
Fundsindia
FundsIndia is one of India's largest investment/mutual fund platforms with nearly Rs. crores invested with us by 25 lakh+ loyal investors. We’ve cemented our position as the fastest-growing platform and received several awards. We believe everyone should have access to India's financial system and deserves sophisticated investment advice. We're on a mission to inspire this new generation of investors and are building an internet company focused on re-architecting the investment industry. Come join us on this fantastic journey.
201 to 500 staff
Incred Wealth
We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end to end investment product suite that is tethered to in-depth research, powered by technology and delivered by a highly experienced and committed team. Our Products and Services include- Investment solutions across equity, fixed income and alternatives - A sophisticated technology platform for advanced portfolio monitoring - Investment Banking solutions (through InCred Capital)- Estate Planning services InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor. Some services are offered through group companies.
201 to 500 staff
Marcellus Investment Managers
At Marcellus, our Purpose is to make wealth creation simple and accessible by being trustworthy and transparent capital allocators - Our quantitative frameworks which use a combination of forensic accounting and capital allocation assessment define our investible universe- Our experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats - We then hold these companies for long periods of time with little or no churn which allows us to capture the benefits of long term compounding and deliver superior returns
51 to 200 staff
Mfa
Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry. We help our clients make smart and informed decisions about their money. Right from the beginning, our approach to personal finance has been based on trust, honesty and doing the right things for our clients. Today we are known as the Most Trusted and Respected Firm in the industry by our clients and peers alike, which we value. Our promise is to take care of our clients' money exactly the way we would take care of our parent's or our best friend's money!
51 to 200 staff
National Investment And Infrastructure Fund Niif
National Investment and Infrastructure Fund Limited (NIIF) is a sovereign-linked alternative asset manager, anchored by the Government of India. With USD 4.9 billion in equity capital commitments, NIIF’s global investor base includes sovereign wealth funds, pension funds, private equity firms, and development banks. NIIF invests in commercially attractive sectors and asset classes that play a significant role in driving India’s growth, with a long-term focus on value creation. Its four core strategies—Sustainable Infrastructure, Private Equity, Climate Investments, and Credit—catalyse global capital through equity and structured debt solutions. NIIF’s Sustainable Infrastructure Fund (NIIF Master Fund-I) is India’s largest domestic infrastructure fund, investing in high-quality assets across transport, energy, and digital infrastructure. NIIF’s Private Markets strategy (PMF-I) gives global investors access to India’s private assets market through leading third-party fund managers and co-investment opportunities. NIIF’s Strategic Opportunities Fund provides long-term growth capital to future-ready Indian businesses, while NIIF’s India-Japan Fund supports India’s climate and energy transition and fosters collaboration between Indian and Japanese companies. With a team of 80+ professionals, NIIF builds, operates and scales businesses that contribute to India’s economic transformation. It is committed to sustainable value creation, through the adoption of best-in-class ESG standards and a focus on delivering superior financial returns.
51 to 200 staff
Paytm Money
At Paytm Money, we’re on a mission to simplify and democratize investing for every Indian. Whether you're exploring Stocks, Bonds, Mutual Funds, ETFs, NPS, or IPOs, our platform provides seamless, secure access to a wide range of financial instruments — all backed by robust technology and expert-driven insights. Why Investors Trust Paytm Money: Zero Platform Fees and Low Brokerage UPI AutoPay for SIPs – effortless investing, always on time Advanced F&O Tools – including Option Chains, Greeks, and Strategy Builders SEBI-registered Research Analyst – offering credible, data-backed market insights ISO 27001:2022 certified – ensuring best-in-class data security and compliance standards Backed by a Team of Experts Behind the platform is a team of seasoned professionals, combining decades of experience across finance, banking, technology, and regulation — all working together to build a platform you can trust. At Paytm Money, we blend cutting-edge technology with human expertise to deliver investment solutions that are simple, powerful, and secure — trusted by millions of users across India. Join us and unlock a smarter way to invest.#InvestkarBefikar
201 to 500 staff
Rrs
Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core values, and cutting-edge technology. We provide products and services with Customer First Philosophy. We offer unbiased investment advice while safeguarding Client Interest at all times. RRS, with these guiding principles has been catering to a number of HNI, NRI, and Retail Clients over the last 18 Years. We at RRS, starting from April 2013, are now offering Institutional Broking Services to Banks, FIIs, Mutual Funds, Insurance Companies and QFIs. Our Institutional Brokerage Services cover National Stock Exchange and Bombay Stock Exchange in both Equities and Derivatives. Our dedicated and experienced Institutional team will offer your superior execution and trade support. Our relatively small size and multi location approach can offer you advantage in superior access to corporate research and efficient order execution. Our Family-owned Corporate Structure can help us build long term relationships with absolute commitment to client services.
11 to 50 staff
Samco Mutual Fund
Samco Mutual Fund is India's newest Mutual Fund. Formed in 2021, Samco Mutual Fund's purpose is to disrupt the traditional mutual fund industry in India and create wealth for Indian investors. Samco Mutual Fund is sponsored by Samco Securities Limited. Statutory Details: SAMCO Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by SAMCO Securities Ltd.(liability restricted to Rs. 1 Lakh). Trustee: SAMCO Trustee Private Ltd. Investment Manager: SAMCO Asset Management Private Ltd.(the AMC). Risk Factors: The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully
501 to 1000 staff
Concept Investwell Pvt. Ltd
CONCEPT Investwell Private Limited is a boutique investment services company offering Portfolio Management (PMS) value-added services, Investment Advisory (IA), Mutual Fund, Debt Instruments, and Structured Products. The company provides complete assistance to UHNIs in Family Office type Advisory services. Our company also provides comprehensive services to NRIs. Artificial Intelligence guides us in managing some of the plans to enhance Returns. We focus on Investors, understand them well, advise them properly and help them create Wealth. The investment solutions are based on the client's risk profiles, preferences, and future needs. At the core of Concept's philosophy lies immense respect for processes that help us deliver the best to our clients. The Concept boasts a clean and ethical history of satisfying its clients. As a result, none of our clients has filed a complaint to SEBI in 11+ years' history of Concept PMS operation. To know more about it, check the website: You can also follow our YouTube channel for nuggets of knowledge and wisdom.
11 to 50 staff
Savart
Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors. What started as a small idea to help individuals make good investment decisions, is now growing into a platform that gives wings to dreams & power to passion, one step at a time. We believe that the quantum of investment must by no means be a hindrance to the quality of advice that an investor receives - everybody deserves the best. Savart is that right mixture of technology, research, love & passion combined to grow your wealth and help you do what you love to.
11 to 50 staff
Alchemy Capital Management Pvt Ltd
Alchemy Capital Management, established in is one of the leading providers of bespoke Portfolio Management Services in India. The SEBI-Registered firm caters to high-net-worth individuals, family offices and institutions. Pioneers in bottom-up stock picking approach, Alchemy places a strong emphasis on research and long-term investments. Guided by a disciplined investment approach, the company aims to deliver sustainable returns. With a legacy of over two decades, Alchemy has built a reputation for trust, integrity, and expertise. Its stable and experienced team of investment professionals possesses deep industry knowledge, enabling the firm to adeptly navigate market cycles and trends. The discussion/material is for informational purposes only. Please read the Disclosures & Disclaimers on our website
51 to 200 staff
Betterinvest
BetterInvest bridges the gap between investors and the substantial financing needs of India's rapidly growing media and entertainment industry. We specialize in providing funding for movies, web series, and more by discounting future receivables from OTT platforms, satellite channels, and audio rights. This innovative approach connects capital supply with demand, facilitating exponential growth. Founded in 2022, BetterInvest is led by founders with deep expertise in media, finance, and technology. We leverage data models specifically tailored for the media and entertainment sector. With the support of prominent angel investors, we have successfully financed over 115 deals and continue to grow. What do we do? Acting as a bridge between media & entertainment financing and investors looking for invoice discounting opportunities, BetterInvest aims to transform financing and unlock the full potential of India's entertainment and media industries and their compelling stories.
11 to 50 staff
Claris Limited
Claris Ltd.(Claris) is a holding company established with a long-term objective of diversifying to multiple businesses, driven by the spirit of innovation & desire to make sustainable impact. Powered by our experience in building large scale global healthcare businesses from scratch, efficiently & quickly, Claris has pivoted itself for new growth & opportunity through investments & management interest in the fields of Clean Energy, Venture Capital & Incubators. Our genesis dates to with Claris Lifesciences, a healthcare company with focus on infusions and specialty injectables. At its peak, the infusions business, had more than 50% market share in the IV fluids segment. In the Injectables space, Claris was one of the largest pure-play sterile generic injectable companies in India, with approvals from the most stringent regulatory bodies in the world like US FDA, MHRA (UK) and TGA (Australia), among others. In a span of two decades, the company created nearly billion-dollar valuation, established world-class integrated business model, introduced over 130 products, built presence in over 100 countries, had a team of over and was listed on the Bombay Stock Exchange. Claris exited healthcare in 2017, after sale of injectables business to Baxter and infusions business to Otsuka and Mitsui. At the helm since 2008, Vice Chairman and MD Arjun Handa brought accelerated growth that saw Claris leverage cutting-edge manufacturing capabilities. As a former national-level football player the lessons Arjun learnt on the pitch, from team spirit to perseverance, have reflected in his ability to strategize, inspire and lead. Our commitment to a people-centric culture has helped Claris win ‘India’s Best Companies To Work For’ award, 8 years in a row. Parallel to striving for excellence, Claris serves as a socially responsible organization by supporting and encouraging various social causes in the area of sports and fitness, business and entrepreneurship, art and culture.
201 to 500 staff
Cmg Companies
CMG Companies is a collection of separate and independent entities, holding controlling investments predominantly in the multi-unit and franchise sector, spanning restaurants, hotels, retail, sports, automotive, and real estate industries. We have partnered with or are currently associated with several renowned brands, including KFC, Taco Bell, Marriott, Hilton, IHG, Sonic, Little Caesars, Rent-A-Center, Ace Hardware, and Valvoline, among others. While continuing to expand in the restaurant and hotel industries, we are also keen on diversifying and leveraging our strengths. These include our proven ability to operate successfully within a franchise system, our desire to scale and consolidate by rolling up smaller franchisees, acquiring corporate units through divestiture, and embarking on new unit development. Our interest lies in franchise systems across various sectors, including fitness, health & wellness, niche retail, specialty food, sports, automotive, business services, and home services, based on our analysis. From an investment standpoint, CMG Companies is unique. We have not only owned and operated our businesses but have also invested our own capital and raised funds from limited partners (LPs), including both institutional investors and high-net-worth accredited individuals. CMG Companies should primarily be recognized as an operator, then as a sponsor investing its own capital, and finally as a family office with a group of partners that invest together. We operate with a partnership model, focusing on long-term investments characterized by a patient approach. CMG Companies is not a legal entity. CMG Companies is a group of separate and independent legal entities.
11 to 50 staff
Enam Asset Management Company Private Limited
Enam Asset Management Company Private Limited (Enam AMC) is one of India’s premier choice for long-term wealth creation in India’s equity market. We manage our clients’ assets by combining world-class research and knowledge-based portfolio management. We are deeply committed to quality, ethics and client interest.
51 to 200 staff
Green Portfolio
One of India's fastest growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a Research Analyst focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of April 30th are north of INR 380 Crores. We are proud to be one of the leading PMS's across the country with consistent returns. Our team consists of analysts - having globally accredited finance qualifications and with specialisation in select sectors. CA Anuj Jain and CA Divam Sharma– the cofounders, bring aboard 15 years of experience in the investment and finance space.
11 to 50 staff
Greenland Investment Management
Greenland Investment Management is a Mumbai-based systematic investment manager managing over USD 1.5 billion in assets. We specialize in trading systematic commodity strategies traded across all major global exchanges. We combine proprietary data, quantitative research, cutting-edge low latency trading technology and a deep fundamental understanding of commodity markets to deliver superior alpha. Our investor base consists of top-tier global institutional investors. We invest significant proprietary capital in our funds alongside our investors to maintain a strong alignment of interests. We are always on the lookout for exceptional talent to join our close-knit team. Please reach out if you would like to explore possibilities.
11 to 50 staff
Ionic Wealth
Welcome to Ionic Wealth: At Ionic, we are transforming the wealth management landscape through a fusion of industry expertise and cutting-edge technology. Our innovative wealth-tech platform is designed exclusively for High Net Worth individuals, offering a seamless blend of strategic investment solutions and personalized service. Backed by the rich legacy of Angel One - India’s largest publicly listed retail brokerage with over 25 years of market leadership—we deliver a robust foundation for your wealth journey.*Partnering with You for Exceptional Growth* As your co-founders in wealth creation, we empower you with- Exclusive access to unique investment opportunities across diverse asset classes - Simplified private market transactions - Comprehensive portfolio reviews powered by our proprietary algo-powered proprietary technology. This helps assess portfolio risk, analyse compositions and provide tailored recommendations from Ionic experts- Pathways to becoming an accredited investor - Competitive rates on brokerage services Check out our Ionic Wealth app or reach out to our Relationship Manager to discuss further on your financial future.
51 to 200 staff
Maple Highways
Maple Highways is a roads platform set up as an infrastructure investment trust (named IHCT) for investments in the roads sector in India. It is an institutionally owned, professionally managed platform with extensive experience in the roads sector.
51 to 200 staff
