HNI Wealth Managers & Advisory Firms in Gujarat

301contacts
97%mobile
35%email

HNI Wealth Managers & Advisory Firms in Gujarat

Professional Services · State list

301 businesses across 5 cities and towns of Gujarat, with contact names, mobile numbers, emails and addresses. Cleaned, de-duplicated and delivered as an Excel workbook.

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Gujarat 5 cities 14 fields Updated Oct 2026
Wealth & Investment Advisory
Free sample PDF

About this list

This list has 301 wealth managers, family offices, PMS and investment advisory firms that serve HNI clients in Gujarat with contact details. 97% have a mobile number, 35% an email address, 31% a landline and 7% a website. 98% come with a street address, 79% with the contact person's name and 92% with a PIN code.

These are firms, not their clients: the wealth managers, family offices, portfolio managers and investment advisers that serve high-net-worth individuals.

They are spread over 5 cities and towns; the most are in Vadodara (158), Surat (90) and Ahmedabad (38), followed by Rajkot, Bhavnagar and Anand.

Gujarat's list is the 3rd largest of the 3 states with a HNI wealth managers and advisory firms list in Starleads' data, after Maharashtra (4,410) and Delhi (306).

See 60 real contacts free, as an Excel sample or a PDF, then download all 301 for ₹499 (90% off). Pay by UPI or bank transfer; the file is ready in your account once the payment is confirmed.

Questions about this list

Is this a list of HNI clients?

No. It lists the businesses that look after HNIs' money (wealth managers, family offices, PMS providers, investment advisers and financial planners). Starleads doesn't sell personal HNI lists.

How many HNI wealth managers and advisory firms are there in Gujarat?

This list has 301 wealth managers, family offices, PMS and investment advisory firms that serve HNI clients in Gujarat with contact details, 97% of them with a mobile number. It's the count in Starleads' data, not an official census.

How can I get the contact numbers of HNI wealth managers and advisory firms in Gujarat?

Download this list in Excel: 301 contacts, 97% with a mobile number and 35% with an email address. Check 60 real contacts free first, then pay ₹499 (90% off) by UPI or bank transfer.

Which cities in Gujarat have the most HNI wealth managers and advisory firms?

Vadodara (158), Surat (90), Ahmedabad (38), Rajkot (6) and Bhavnagar (3).

Which state in India has the most HNI wealth managers and advisory firms?

In Starleads' data: Maharashtra (4,410), Delhi (306), Gujarat (301). Gujarat is 3rd of 3 states. These are the counts of contacts in each list, not an official census.

Is there a free HNI wealth managers and advisory firms list PDF for Gujarat?

Yes. The free sample PDF has 60 contacts from this list, with phone numbers and emails partly masked. The full list comes as an Excel workbook.

60 real contacts from this list. Phone numbers and emails are partly masked here; the list you buy is complete.

# BusinessContact person Category MobileLandlineEmail Website AddressCityStatePIN
1 Ace Wealth Management ServicesParichay Shah Wealth & Investment Advisory +91 98250 XXXXX079-2656XXXXac•••••••@yahoo.com www.acewealth.co.in 1 Shyamkunj Society, Manekbaug Hall Road, Near AmbavadiAhmedabadGujarat380015
2 Amulya Wealth ManagementM Jayaprakash Wealth & Investment Advisory +91 79268 XXXXXmk•••@rediffmail.com www.amulyawealth.com A 304 Rudraprayag Tower|ramdev Nagar, SatelliteAhmedabadGujarat380015
3 Bia Investment AdvisorsAnil Bhambhani Wealth & Investment Advisory +91 79403 XXXXXan••••••••••••@gmail.com www.biainvest.com 904. Satkar, Opp Tanishq, Off C.G. RoadAhmedabadGujarat380009
4 Brijesh Financial PlannerBrijesh Shah Wealth & Investment Advisory +91 79331 XXXXXbr••••••••••••@yahoo.co.in Bidiwala Park Om Tower Ahmedabad, near Star BajarAhmedabadGujarat380015
5 Centric Wealth Advisors Wealth & Investment Advisory +91 99790 XXXXX079-4032XXXXdi•••••@centricwealth.in www.centricwealth.in 607/B, Pinnacle Business Park, Corporate Road, Near PrahladnagarAhmedabadGujarat380015
6 Foram Investment AdvisorySanjay Wealth & Investment Advisory +91 98240 XXXXXsa•••••••••••••@gmail.com 20, Shubhlaxmi Complex, Near Sanghvi SchoolAhmedabadGujarat380009
7 Fortune Fincap & Wealth Management Services Wealth & Investment Advisory +91 99788 XXXXX079-2663XXXXma•••••••••••••@gmail.com A/407, Titanium City Centre, Anand Nagar Road, Near SatelliteAhmedabadGujarat380015
8 Ghanshyam Patel Investment AdvisoryGhanshyam Patel Wealth & Investment Advisory +91 79275 XXXXXgr•••••••@gmail.com 22, Rameshpark Society, Usmanpura, Near Hotel Fortune LandmarkAhmedabadGujarat380013
9 Kotak Wealth Management Wealth & Investment Advisory +91 79661 XXXXXbh••••••••••••@kotak.com www.kotak.com 713/714, Sakar 2, Ellisbridge Corner, Opposite Town HallAhmedabadGujarat380006
10 Manglam Investment AdvisoryRushit Shah Wealth & Investment Advisory +91 79274 XXXXX079-2745XXXXma•••••••••@yahoo.co.in www.manglaminvestment.com B-3, Premkunj Society, Mirambika Road, Naranpura, Opposite Mirambika SchoolAhmedabadGujarat380013
11 Om Sai Wealth Management ServicesSuresh J Naidu Wealth & Investment Advisory +91 79302 XXXXXom•••••••••@yahoo.co.in Shop No A 11 Hari Om Complex, New C G Road, Opposite Chankya PlazaAhmedabadGujarat382424
12 Patel Wealth Advisors Pvt. LtdSachin Patel Wealth & Investment Advisory +91 84699 XXXXX079-4004XXXXja•••@patelwealth.com www.patelwealth.com Kamdhenu Complex, Panjrapole Cross Road, Ahmedabad - 380006, Near AmbawadiAhmedabadGujarat380015
13 R Sagar Financial Planning and Services Wealth & Investment Advisory +91 97276 XXXXXsa•••••••••••@yahoo.co.in www.rsagar.in 201, Shany 2, In Lane of Honda Car Service Station, Near Hemkut Complex, Near Ashram RoadAhmedabadGujarat380009
14 Sarathi Financial Planning & ConsultancyTushar Wealth & Investment Advisory +91 94289 XXXXXsa••••••••@gmail.com No. 202, Umiya Vijay Complex, Opposite Vodafone Store, Near Shivranjani Brts Bus Stop, SatelliteAhmedabadGujarat380009
15 Centrum Wealth ManagersK Anand Wealth & Investment Advisory +91 99524 XXXXXan•••••••••@rediffmail.com No 43, Bharatheeswarar Colony Chennai Tamil Nadu 600024AnandGujarat
16 Stewart & Mackertich Wealth Management LimitedMithughosh Wealth & Investment Advisory +91 93394 XXXXXmi••••••••••••••••••••@yahoo.com C/o- Lt. Puspa Ran Ghosh. P.o- Udayrajpur, Madhyamgram Vivekananda Sarani, Kol - 700129AnandGujarat
17 Dhav Raj Portfolio Management Service Wealth & Investment Advisory +91 93764 XXXXXdh••••••••••••@yahoo.in 312, Surbhi Mall, Waghawadi RoadBhavnagarGujarat364001
18 Investment Advisor From Vishvamitra Bank Wealth & Investment Advisory +91 87694 XXXXX Kalanala Road, Opp : ChandanbalaBhavnagarGujarat364001
19 Shri Mantangi Investment Advisory Wealth & Investment Advisory +91 98242 XXXXX FF-36, Ashtvinayak Xity Mall, Waghavadi Road, Near Waghawadi RoadBhavnagarGujarat364002
20 Makhecha Investment Advisory Pvt. LtdSona Varghese Wealth & Investment Advisory +91 94282 XXXXXso••••••••••••@rediffmail.com GandhidhamGujarat
21 Money More Financial PlannerJitendra Patel Wealth & Investment Advisory +91 99983 XXXXXji••••••••••••••@yahoo.com 56, Nehru Nagar Society, Pij Road, Ramdev TempleNadiadGujarat387002
22 Core Plus Financial Planning Wealth & Investment Advisory +91 94288 XXXXX0281-245XXXXpr••••••••••••@yahoo.com Radhe-Krishna, 4, Amarnath Plot, B/h Mahila College, Near Kalawad RoadRajkotGujarat360007
23 Dng Wealth Management Wealth & Investment Advisory 0281-304XXXXdn•••••••@gmail.com 101 Shree Vardhman Trade Center, Phulchhab ChowkRajkotGujarat360001
24 Mega Financial PlannersI B Gandhi Wealth & Investment Advisory 0281-653XXXXme•••@megafina.in Holiday Business Center, Opp Wockardt Hospital, Off Kalawad RoadRajkotGujarat360001
25 Soham Wealth Management Services Wealth & Investment Advisory +91 98246 XXXXX 536-Jimmy Tower, Near Godown RoadRajkotGujarat360002
26 Star Wealth Management Services Wealth & Investment Advisory +91 81406 XXXXX 724, Star Pllaza, Fulchhab Chowk, Near Sadarbazar Main RoadRajkotGujarat360001
27 A To Z Investment AdvisorAnil Bhandari Wealth & Investment Advisory +91 98258 XXXXXan•••••••••••@hotmail.com 2004, 2nd Floor, Jash Textile Market, Surat - 395002, Near Ring RoadSuratGujarat395010
28 Adeshwar InvestmentJignesh Wealth & Investment Advisory +91 94267 XXXXX0261-248XXXXji••••••••••@hotmail.com Rangdarshan Society, B/6SuratGujarat395004
29 Ashish H RanaAshish Wealth & Investment Advisory +91 98795 XXXXX0261-279XXXXpi•••••••••@yahoo.co.in 34, VastralSuratGujarat395009
30 Bhavik Kumar M Shah Wealth & Investment Advisory +91 74052 XXXXX0261-279XXXXbh•••••••••••@gmail.com 5, Near Sagar ComplexSuratGujarat395009
31 Dr Eam Wealth Financial SolutionsVijay C Prajapati Wealth & Investment Advisory +91 94271 XXXXX0261-231XXXXpr••••••••••••@gmail.com 4, Near Oppsite Madhav Baug SocSuratGujarat395010
32 Jatin Rashmikant ReshamwalaJatin Wealth & Investment Advisory +91 96625 XXXXXjm•••••••••••••@gmail.com Sahaj Dham Raw House, 15, 22nd Cross Govindraj Nagar, Near Shurbhi DairySuratGujarat395009
33 Kishor Chagan PatelKishor Bhai Patel Wealth & Investment Advisory +91 98259 XXXXX0261-274XXXX Jash Laxmi Complex, H 21, B U Bhandari Industrial Estate, Near Girdhar Park Row HouseSuratGujarat395009
34 M N Vyas & Sons CompanyJigneshbhai Wealth & Investment Advisory +91 99245 XXXXX0261-654XXXXmn••••••••••••••••••@yahoo.in Royal Plaza, 211, Vijaya Bank Layout, Opposite Akhand Anand CollegeSuratGujarat395004
35 MS Multiwealth Advisory Private LimitedNirav Lekinwala Wealth & Investment Advisory +91 98258 XXXXXhn•••••••••@gmail.com multiwealth.in/cgi-sys/suspendedpage.cgi No. 45/A, Meher Park, Opposite Vanita Vishram Ground, AthwagateSuratGujarat395007
36 Manish R ShahManish Wealth & Investment Advisory +91 98241 XXXXX0261-266XXXXsh••••••••••••@yahoo.co.in 26, Fatima Nagar, Near Athwa LinSuratGujarat395007
37 Micro Leasing & Funding LtdPrem Wealth & Investment Advisory +91 99099 XXXXX0261-289XXXXpr••••••••••••••@yahoo.in Nova Complex, 15, Mumbai Pune RoadSuratGujarat394221
38 Moneytree Financial PlannersSumit Nahata Wealth & Investment Advisory +91 98985 XXXXXgo••••••••@gmail.com www.moneytree.financial B-104, Surya Complex, Opp Sajni Complex, City Light Road Line 2: (optional)SuratGujarat395007
39 Piyush Investment BureauRamesh Wealth & Investment Advisory +91 99043 XXXXX0261-289XXXX 49SuratGujarat395009
40 Rachit Portfolio ManagementAjay Wealth & Investment Advisory +91 93279 XXXXX0261-306XXXXra••••••••••••••••••••@gmail.com M-3 Metro Tower, Near Kinnery CinemaSuratGujarat395002
41 Ravi InvestorChetan Bhai Wealth & Investment Advisory +91 98253 XXXXX0261-247XXXXra••••••••••@gmail.com Urmi Apartment, 3rd Stage Peenya Industrial Estate, Opposite State Bank of IndiaSuratGujarat395001
42 S B InvestmentNilkanth B Parekh Wealth & Investment Advisory +91 98254 XXXXX0261-277XXXXni••••••••••@gmail.com Ram Kutir Complex, 103/104 B, KammagondanahalliSuratGujarat395009
43 Satish N ParekhSatish Wealth & Investment Advisory +91 92279 XXXXXsa••••••••@gmail.com 78, Citi Centre, K G CircleSuratGujarat395009
44 Smc Global Securites LtdPrashant Dave Wealth & Investment Advisory +91 97248 XXXXX0261-392XXXXpr••••••••••@smcindiaonline.com www.smcindiaonline.com Empire State Building, 8th Floor, 801 8th, 100 Feet Road 5th BlockSuratGujarat395002
45 Turtle Wealth Management Pvt LtdVibhati Arya Wealth & Investment Advisory +91 99099 XXXXXro•••••••••••@yahoo.com www.turtlewealth.in G-17, Itc Complex, Majurah Gate, Majura Gate, Near Vishvakarma MarketSuratGujarat395002
46 Urmi Investment ConsultancyDinesh Bhalawan Wealth & Investment Advisory +91 98241 XXXXX0261-321XXXXbh••••••@gmail.com Centre Point, L 17SuratGujarat395002
47 Value Plus Investment Advisors Pvt Ltd Wealth & Investment Advisory +91 89809 XXXXX0261-235XXXX www.valueplusinv.com 1016, World Trade Centre, Near Ring RoadSuratGujarat395002
48 Akshay Kamalbhai BhattAkshay Wealth & Investment Advisory +91 98253 XXXXX0265-234XXXXak•••••••••••@yahoo.co.in B-13VadodaraGujarat390007
49 Assured Wealth Management CompanyShailendra Saxena Wealth & Investment Advisory +91 99243 XXXXX0265-222XXXXaw•••••••••@yahoo.com www.awmc.us 72 Paradise Complex, Beside, Rajeshree Cinema, Near Sayaji GanjVadodaraGujarat390020
50 Chirayu H GandhiChirayu Wealth & Investment Advisory +91 99090 XXXXX0265-241XXXXre••••••••••••••@yahoo.co.in Navkar Vihar Duplex, 13/1, Near Yogini HospitalVadodaraGujarat390004
51 Creative InvestmentNiraj Wealth & Investment Advisory +91 93754 XXXXX0265-235XXXXma••••••••••@gmail.com Kapil Tower, B-9, Cmh Road, Opposite Avishkar ComplexVadodaraGujarat390012
52 Ethicare Financial PlannerHitesh Vyas Wealth & Investment Advisory +91 94293 XXXXX0265-235XXXXep••••••••@gmail.com 789-4, Near Gotri RoadVadodaraGujarat390021
53 Gaurang InvestmentMr Gaurang Wealth & Investment Advisory +91 98245 XXXXX0265-233XXXXga•••••••••••••••@gmail.com Ground Floor, Amit Complex, 2, Ashok Nagar, Opp Panchratna Apartment near Ellora ParkVadodaraGujarat390001
54 Global Exim ServicesUpendra Wealth & Investment Advisory +91 98980 XXXXX0265-248XXXXjs•••••••@rediffmail.com www.eximclasses.com Paradise Complex, 304, Kiadb Indl AreaVadodaraGujarat390005
55 Infrastructure Leasing & Financial Services LtdNikul Jethwa Wealth & Investment Advisory +91 98256 XXXXX0265-645XXXXni•••••••••@yahoo.com Siddharth Complex, 141/144, R C Dutt RoadVadodaraGujarat390022
56 Mangal Sandip VaidyaMangal S Vaidya Wealth & Investment Advisory +91 99747 XXXXX0265-232XXXXma••••••••••••@yahoo.com Shrinathdham Duplex, 3, Marathalli Ring Road, Opp Pranav ComplexVadodaraGujarat390007
57 Midland CorporationRajendra Dixit Wealth & Investment Advisory +91 98250 XXXXX0265-242XXXXmi•••••••••••••••••@yahoo.com Amarnath Appartment, T-01, Near Sterling HouseVadodaraGujarat390001
58 Nehal Rameshchandra PanchalNehal Wealth & Investment Advisory +91 98795 XXXXX0265-233XXXXne•••••••••@rediffmail.com B/6, Near Tagore NagarVadodaraGujarat390015
59 Zero One Sales CorporationParag Vyas Wealth & Investment Advisory +91 99780 XXXXX0265-236XXXXsw•••••••••@gmail.com G 1 & 2, Taksh Complex 2, Vadodara - 390007, Opposite Shivani SocietyVadodaraGujarat390005
60 Akta Wealth ManagementManager Wealth & Investment Advisory +91 93274 XXXXX Hilla House, Tithal Road Cross LaneValsadGujarat396001
Download the sample (Excel) Sample as PDF

What's in each record

Share of contacts that have each field

  • Business / company name100%
  • Contact person79%
  • Designation3%
  • Category100%
  • Mobile97%
  • Alternate mobile13%
  • Landline31%
  • Email35%
  • Website7%
  • Address98%
  • Locality76%
  • City100%
  • State100%
  • PIN code92%

Top cities

  • Vadodara158
  • Surat90
  • Ahmedabad38
  • Rajkot6
  • Bhavnagar3
  • Anand2
  • Gandhidham1
  • Nadiad1
  • Valsad1

By category

  • Wealth & Investment Advisory301

What you get

  • An Excel workbookOverview with coverage and top cities, a filterable data sheet, and a field guide.
  • Delivered automaticallyYour file appears in your account as soon as the payment is confirmed. The link works for 30 days.
  • Invoice includedDownload the invoice from your order once the payment is confirmed.
  • Cleaned and de-duplicatedStandardised numbers and addresses; sources with mismatched contacts were removed.

Questions

Can I call or SMS these numbers?

Check every number against the TRAI NCPR (Do Not Disturb) registry before a promotional call or SMS, identify yourself, and stop contacting anyone who asks you to.

How fresh is the data?

The list was cleaned and rebuilt in October 2026. Contact details change over time, which is why every list shows its sample and field coverage before you buy.

Can I get a refund?

Before delivery, yes. After delivery we replace or refund files that are corrupt or materially different from the description - see the refund policy.

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301 contacts · + 18% GST