Wealth Management Services in Bandra East

37 Wealth Management Services found in Bandra East

Circle Wealth Advisors P. Ltd.

Circle Wealth Advisors P. Ltd.

4.9 36 reviews
Madhava Premises, 701/702, adjacent to Family Court, E Block BKC, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051

099670 67652

A K Wealth

A K Wealth

5.0 89 reviews
Hiranya, DL Vaidya Rd, Dadar West, Dadar, Mumbai, Maharashtra 400028

098694 50303

VIJAYA FINANCIAL SERVICES

VIJAYA FINANCIAL SERVICES

5.0 60 reviews
501 & 502, vijaya sadan, plot no 7, Swamy Vallabhdas Rd, above axis bank, Sion West, Sion, Mumbai, Maharashtra 400022

098192 17242

Avendus Capital Private Limited

Avendus Capital Private Limited

4.6 67 reviews
3rd, Platina Tower, G Block BKC, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051

022 6648 0050

Sanctum Wealth Private Limited

Sanctum Wealth Private Limited

4.6 11 reviews
1401, Tower 2, 14th Floor, One International Center Senapati Bapat Marg, Fitwala Rd, Babasaheb Ambedkar Nagar, Mumbai, Maharashtra 400013

022 6177 9500

Emkay Wealth Management

Emkay Wealth Management

4.7 6 reviews
First Floor, Paragon Centre, B 13-15, Pandurang Budhkar Marg, opposite Birla Centurion, Worli, Mumbai, Maharashtra 400013

022 6617 5400

Equentis

Equentis

4.5 5534 reviews
Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, NM Joshi Marg, Lower Parel East, BDD Chawl, Lower Parel, Mumbai, Maharashtra 400013

022 6101 3800

Ascent Wealth - Personal Finance Professional | Health | Life | Insurance | Mutual Funds | PMS | Retirement | Child's Future

Ascent Wealth - Personal Finance Professional | Health | Life | Insurance | Mutual Funds | PMS | Retirement | Child's Future

5.0 16 reviews
406 AMARTARU-2 4th floor old nagardas road, Shree Naan Sharda Maa Marg, Sai Baba Wadi, Natwar Nagar, Jogeshwari East, Mumbai, Maharashtra 400069

098922 26876

Ocean Wealth LLP

Ocean Wealth LLP

5.0 51 reviews
101, Kshitij, Metro Station, Veera Desai Rd, opp. Sports Complex, near Azad Nagar, Azad Nagar, Andheri West, Mumbai, Maharashtra 400058

Waterfield Advisors - Mumbai - Worli

Waterfield Advisors - Mumbai - Worli

5.0 4 reviews
Avighna House, 82, Dr Annie Besant Rd, Maya Nagar, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

022 6621 0700

Blooming Rich Wealth Management Company

Blooming Rich Wealth Management Company

5.0 11 reviews
Manratna Business Park, 408-A, Tilak Rd, nr. Induslnd bank, Pant Nagar, Ghatkopar East, Mumbai, Maharashtra 400077

087797 93875

MoneyWorks Financial Services- AMFI registered Mutual Fund Distributor

MoneyWorks Financial Services- AMFI registered Mutual Fund Distributor

5.0 24 reviews
First Floor, Unit -2, Guinea Paradise CHS, JP Rd, near Seven Banglows, opposite Jumbo King, Aram Nagar, Versova, Andheri West, Mumbai, Maharashtra 400061

098197 74132

DDK Wealth Partners LLP

DDK Wealth Partners LLP

4.9 19 reviews
122, Kashiram Jamnadas Building 1st Floor, "B" Wing, 5 P D'mello Road Masjid Bunder East, Outside Princess Docks a.k.a. Ghadial Godhi), Close to end of, Eastern Fwy, Princess Dock, Mumbai Port Trust, South Side, Mumbai, Maharashtra 400009

022 4023 3231

Multiplize Investment Services and Estates

Multiplize Investment Services and Estates

5.0 13 reviews
1st Floor, Loha Bhavan, 110/111, P D'Mello Rd, Carnac Bunder, Victoria Docks, Mumbai Port Trust, Mazgaon, Mumbai, Maharashtra 400009

099305 49804

Shwealth

5.0 9 reviews
Office No.1 And 2, Ratan House, Charni Road, Nagpada, Mumbai, Maharashtra 400004

083694 60917

Tarun Capital & Investor Services

Tarun Capital & Investor Services

5.0 1 reviews
Tardeo AC Market, Dadasaheb Vichare Rd, Janata Nagar, Tardeo, Mumbai, Maharashtra 400034

072620 01122

The Kalpal Securities Private Limited

The Kalpal Securities Private Limited

5.0 31 reviews
Sopariwala Arcade, Bldg No 27, Shop No 1, 2nd Fofalwadi, Ground Floor, Bhuleshwar Rd, Charni Road East, Jamli Mohalla, Panjarpole, Kalbadevi, Mumbai, Maharashtra 400002

022 6987 6000

Mutual Funds Company - MFC

Mutual Funds Company - MFC

5.0 78 reviews
10th Floor, No.3, Navjivan Comm Building, 10L, Dr Anandrao Nair Marg, Navjeevan Society, Dalal Estate, Mumbai Central, Mumbai, Maharashtra 400008

098209 34872

Wealthtrust Capital Services

Wealthtrust Capital Services

4.4 7 reviews
Konark shram, 309, Tardeo Rd, Janata Nagar, Tardeo, Mumbai, Maharashtra 400034

098190 39345

Aadhya Wealth

0 reviews
1st floor, Prabhat Building, 9th Khetwadi Ln, Khetwadi, Grant Road, Mumbai, Maharashtra 400004

093211 26442

Trusted Wealth Management Services for Your Financial Needs

Find the best wealth management services in Bandra East on Mumbai Directory. Browse through our curated listings of wealth management services with ratings, reviews, and contact details. wealth management services in Bandra East provide holistic financial planning covering investment advisory, portfolio management, estate planning, tax optimisation, retirement planning, and risk management for high-net-worth individuals and families. Browse the listings below to find the perfect wealth management services in Bandra East for your requirements.

Top 10 Wealth Management Services in Bandra East by Reviews & Ratings

# Name Address Reviews Rating
1 Equentis Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, NM Joshi Marg, Lower Parel East, BDD Chawl, Lower Parel, Mumbai, Maharashtra 400013, India 5534 4.5
2 FinEdge Plot No. 14, 3rd Floor, Sector 44, Gurugram, Haryana 122003, India 1964 4.7
3 SRS Wealth SRS Wealth 93/930, 1st floor Maitree CHSL, near Pragati Society, off New Link Road, Kandivali, Mahavir Nagar, Kandivali (W, Mumbai, Maharashtra 400067, India 616 5.0
4 Fortune Wealth and Financial Services LLP No 101, Grand Edifice, Akurli Rd, beside Akurli Industrial Estate, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101, India 289 4.9
5 Laksh Investments 404, Shree Sai Swami Apt, N.R. Nagar, Station Rd, w, Diva, Thane, Maharashtra 400612, India 121 4.9
6 Alchemy Capital Management Pvt. Ltd. Amar Chand Mansion, B-4, Madame Cama Rd, Dr Ambedkar Statue Chowk Area, Colaba, Mumbai, Maharashtra 400001, India 91 3.7
7 A K Wealth Hiranya, DL Vaidya Rd, Dadar West, Dadar, Mumbai, Maharashtra 400028, India 89 5.0
8 Moat Wealth Associates LLP : Mutual Fund, Portfolio Management Services(PMS), Bonds & FD's, Health and Term Insurance Delphi A wing, 502, Orchard Ave, above Smoor Lounge, Hiranandani Gardens, Panchkutir Ganesh Nagar, Powai, Mumbai, Maharashtra 400076, India 86 4.9
9 Mutual Funds Company - MFC 10th Floor, No.3, Navjivan Comm Building, 10L, Dr Anandrao Nair Marg, Navjeevan Society, Dalal Estate, Mumbai Central, Mumbai, Maharashtra 400008, India 78 5.0
10 EKAM WEALTH 519/A, PANCHRATNA BUILDING-2, Charni Road, Opera House, Girgaon, Mumbai, Maharashtra 400004, India 77 5.0

Recent Reviews for Wealth Management Services in Bandra East

Shwealth May 27, 2026
by Saurabh Nandrekar

Jay’s advisory service was prompt and very well rounded. He created a plan considering my circumstances and gave ample time to understand my goals, situations and roadblocks. At the end, the plan that he created is extremely sound, grounded in facts and is really wholistic. No more double guessing and giving into random financial trends — once done, you simply have to follow the roadmap that he has planned with you ! Am one happy client! !

by Ganesh D Sangle

I was looking for a regular income plan from mutual fund and you gave me perfect solution. Many thanks and I will definitely recommend my friends and relatives in CP TANK area.

by Saloni Phalke

One of the most reliable financial firms I have come across. Their team is highly experienced and provides personalized financial solutions according to individual needs. The service quality is excellent and the response time is very quick. Highly recommended for anyone seeking financial stability and growth

Laksh Investments Mar 24, 2026
by Khushal Parmar

My experience with Laksh Investment has been very good. Their guidance is clear and professional, and they provide timely support. The investment planning feels simple and trustworthy. I would definitely recommend them.

by manil gada

Work assign to the ascent wealth is on time.service provided is excellent to buy any insurance with advice buy from ascent wealth .I m giving 5 star rating

Frequently Asked Questions about Wealth Management Services in Bandra East

Choose the right wealth management services by checking their credentials, experience, customer reviews on Mumbai Directory, and the range of services they offer. Look for registered professionals with relevant certifications (IRDA for insurance, SEBI for stock brokers, ICAI for CAs).
Required documents vary by service. Generally, you'll need identity proof (Aadhaar, PAN card), address proof, income documents, bank statements, and passport-size photographs. The specific wealth management services will inform you of exact document requirements during the application process.
Service charges vary significantly. Insurance premiums depend on the policy type and coverage. CA fees range from ₹5,000-₹50,000+ depending on services. Stock brokerages charge 0.01%-0.5% per trade. Loan processing fees are typically 0.5%-2% of the loan amount. Compare multiple providers on Mumbai Directory for the best rates.
Yes, financial service providers in India are regulated by respective authorities. Insurance companies by IRDAI, stock brokers by SEBI, chartered accountants by ICAI, and NBFCs by RBI. Always verify the registration and license of the wealth management services before engaging their services.
You can verify credentials through the respective regulatory body websites. For insurance agents, check the IRDAI license. For stock brokers, verify SEBI registration. For CAs, check ICAI membership. Mumbai Directory listings often include credential information for easy verification.

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