HNI Wealth Managers & Advisory Firms in Maharashtra

4,410contacts
98%mobile
35%email

HNI Wealth Managers & Advisory Firms in Maharashtra

Professional Services · State list

4,410 businesses across 6 cities and towns of Maharashtra, with contact names, mobile numbers, emails and addresses. Cleaned, de-duplicated and delivered as an Excel workbook.

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Maharashtra 6 cities 13 fields Updated Oct 2026
Wealth & Investment Advisory
Free sample PDF

About this list

This list has 4,410 wealth managers, family offices, PMS and investment advisory firms that serve HNI clients in Maharashtra with contact details. 98% have a mobile number, 35% an email address, 13% a landline and 10% a website. 95% come with a street address, 50% 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 6 cities and towns; the most are in Mumbai (4,196), Pune (176) and Thane (9), followed by Nagpur, Nashik and Navi Mumbai.

Maharashtra has the largest list of the 3 states with a HNI wealth managers and advisory firms list in Starleads' data, ahead of Delhi (306) and Gujarat (301).

See 60 real contacts free, as an Excel sample or a PDF, then download all 4,410 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 Maharashtra?

This list has 4,410 wealth managers, family offices, PMS and investment advisory firms that serve HNI clients in Maharashtra with contact details, 98% 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 Maharashtra?

Download this list in Excel: 4,410 contacts, 98% 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 Maharashtra have the most HNI wealth managers and advisory firms?

Mumbai (4,196), Pune (176), Thane (9), Nagpur (7) and Nashik (7).

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

In Starleads' data: Maharashtra (4,410), Delhi (306), Gujarat (301). Maharashtra is 1st 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 Maharashtra?

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 Arihant Capital Markets LtdMr Niraj K. Anand(branch Mgr.) Wealth & Investment Advisory 022-2870XXXXni•••@investors-world.com 5, 2nd Floor, Thakor Niwas, Above Tip-Top Hotel, NaupadaGokhale RoadMaharashtra400066
2 Abchlor Investment Advisors (p) LtdBhushanchandrakant Kasar Wealth & Investment Advisory +91 98235 XXXXXbh••••••••••••••••@yahoo.co.in JalgaonMaharashtra
3 D Square Investment and Equity Portfolio ManagementManager Wealth & Investment Advisory +91 99875 XXXXXde•••••••••••••@gmail.com A/204 Riddhi Siddhi Apartment, New Omkar ChsKalyanMaharashtra421203
4 Alternative Investment AdvisoryM Jaya Shankar Wealth & Investment Advisory 022-2857XXXXsa••••••••@yahoo.co.in Hillside Raheja Vihar, Off Chandivali Studio Road, PowaiMumbaiMaharashtra400072
5 Arthashastra Financial PlannersManager Wealth & Investment Advisory +91 98207 XXXXX022-2862XXXXad•••@aarthashastra.com www.aarthashastra.com Shop No 18, V L Road, Jethwa Nagar, Kandivili WestMumbaiMaharashtra400067
6 Ask Wealth Advisors (p) LtdAmirali Charania Wealth & Investment Advisory +91 72087 XXXXX022-6613XXXXke•••••••••@gmail.com Shop No 4, 31 D Daulat Shirin Co-Operative Housing Society Limited, Shahid Bhagat Singh Road, Mumbai - 400005, Near ColabaMumbaiMaharashtra400025
7 B P Wealth Management (p) LtdManish Shesha Wealth & Investment Advisory 022-6159XXXXit•••@bpwealth.com Cama Building, Dalal Street, FortMumbaiMaharashtra400001
8 Bajaj CapitalPurushottam Dabke Wealth & Investment Advisory +91 98670 XXXXX040-2373XXXXin•••@bajajcapital.com www.bajajcapital.com 8-3-945/A/6 Grnd Flr Mallesh Yadav Complex, Main Road, Ameerpet, Hyderabad - 500016MumbaiMaharashtra401104
9 Bp Wealth Management Pvt LtdHemant Wealth & Investment Advisory +91 98985 XXXXXhe••••••••@gmail.com www.bpwealth.com Market Road 29MumbaiMaharashtra400001
10 Credit Suisse Consulting (india) (p) LtdAmit Wealth & Investment Advisory +91 93242 XXXXX022-6777XXXXhe•••••••••@credit-suisse.com 9th Floor, Ceejay House, Plot F, Dr Annie Besant Road, Shivsagar Estate, WorliMumbaiMaharashtra400018
11 Essvee Investment Advisors (p) LtdR Ramesh Wealth & Investment Advisory 022-5630XXXXra••••@essvee.in Free Press House, Nariman PointMumbaiMaharashtra400021
12 Everstone Investment Advisor (p) LtdAnindya Roy Wealth & Investment Advisory 022-6642XXXXar•••@everstonecapital.com F C H House, Ganpatrao Kadam Marg, Peninsula Corporate Park, Lower Parel (w)MumbaiMaharashtra400013
13 Fullerton Securities & Wealth Advisors LtdJignesh Gajjar Wealth & Investment Advisory 022-4222XXXXji•••••••••••@fullertonsecurities.co.in Durga Chambers, Veera Desai Road, Opp Agarwal Golden Chambers, Veera Industrial Estate, Andheri (w)MumbaiMaharashtra400058
14 I Wealth Management Pvt LtdMr Bharat Jain(director- Weal Wealth & Investment Advisory +91 98196 XXXXXbh••••@iwealthindia.com Nariman Point Sangam Press Road 822, Tulsiani Chambers, Free PrMumbaiMaharashtra400021
15 Impetus Wealth Management (p) LtdMs Manu Nihalini Wealth & Investment Advisory 022-4056XXXXaj•••@impetusindia.in Film City Road, Yashodham Complex, Goregaon (e)MumbaiMaharashtra400063
16 Iris Investment Advisors (p) LtdShivam Choudhary Wealth & Investment Advisory 022-2639XXXXsh••••@irisinvestment.com Laxmi Mall, New Link Road, Laxmi Industrial EstateMumbaiMaharashtra400053
17 Kshitij Investment Advisory Company LtdVizak Badhniwalla Wealth & Investment Advisory 022-4043XXXXvi•••••••••••••••@gmail.com Fch House, Peninsula Corporate Park, G.K. Marg, LoMumbaiMaharashtra400013
18 Ladderup Wealth Management (p) LtdAditya Pathak Wealth & Investment Advisory 022-4246XXXXad••••@ladderup.com Madhu Kenj Av Hupashraya Lane, Off Juhu Lane, Andheri (w)MumbaiMaharashtra400058
19 Luhem Comprehensive Financial Planners Wealth & Investment Advisory +91 98190 XXXXX022-2613XXXXhi••••••@luhem.com www.luhem.in B-404 Krishna Kunj, Malviya Road, Near Vile Parle EastMumbaiMaharashtra400057
20 Mecklai Wealth ManagementZehera Mecklai Wealth & Investment Advisory +91 98211 XXXXXze•••••••••••@gmail.com www.mecklaiwealth.com 47, Shankar Sagar Sophia College Lane Breach CandyMumbaiMaharashtra400026
21 Miracle Wealth ManagementMr Bhaskar Saha( Proprietor) Wealth & Investment Advisory +91 97732 XXXXX022-6529XXXXbh••••••••••@miracleentp.com www.miracleentp.com 19, Room No 1 & 2, 1st Floor, Motiwala Mansion, Nadirsha Sukhia Street, Near Mahesh Lunch Home, Off Cawasji Patel Street, FortMumbaiMaharashtra400001
22 Moat Wealth AdvisorsAbhishek Gupta Wealth & Investment Advisory +91 98206 XXXXX022-2570XXXXmo••••••••@gmail.com www.moat.co.in 502, A Wing, Delphi Apartment, Hiranandani Garden, Above Uti Mutual FundMumbaiMaharashtra400076
23 Naik Ventures Pvt Ltd Borivali WDinesh Wealth & Investment Advisory +91 99308 XXXXX022-2860XXXXno••••••••@gmail.com Plot No 43/234, Gayatri Krupa, Sector No 6, Near Ambe Mata Mandir, Charkop Rdp 7, Kandivili WestMumbaiMaharashtra400067
24 New Horizon Wealth Management (p) LtdBipin Advani Wealth & Investment Advisory 022-6654XXXXbi•••@newhorizonfunds.com Raheja Chambers, Nariman PointMumbaiMaharashtra400021
25 Plan Ahead Wealth Advisers Private LimitedManager Wealth & Investment Advisory +91 97736 XXXXXco•••••@planahead.in www.planahead.in A- 401, Fairlink Center, Offside Andheri Link Road, Near Monginis Factory, Andheri WestMumbaiMaharashtra400053
26 Platinumone Wealth Managers LtdRatul Lahiri Wealth & Investment Advisory 022-4200XXXXra••••••••••@platinumone.co.in Apple Plaza, Senapati Bapat Marg, Dadar (w)MumbaiMaharashtra400028
27 Prime Gold Wealth Managment Services Pvt LtdNilesh Ghia Wealth & Investment Advisory +91 98197 XXXXX022-6570XXXXpr••••••••••••@gmail.com www.primegold.co.in 8, Vora Palace, M G Road, Next To Dena BankMumbaiMaharashtra400067
28 Quest Investment Advisor (p) LtdRishika Wealth & Investment Advisory +91 98200 XXXXX022-2407XXXX 4 Patil Sainath Plaza, Near Railway Station, Mulund W, J N Road, Mumbai - 400080MumbaiMaharashtra400022
29 Ricoresearch Investment AdvisorRajesh Awate Wealth & Investment Advisory +91 90294 XXXXXra••••••••••••@gmail.com www.ricoresearch.com A-2, 1:1, Shri Ganesh C.H.S, Sector-28, Nerul(w), NaviMumbaiMaharashtra400706
30 Sharad S Gaikwad & CoDinesh Wealth & Investment Advisory +91 99202 XXXXX022-2436XXXXas•••@rediffmail.com 33/901 Seawoods Est Nri Cmplx, Palm Beach Road, NaviMumbaiMaharashtra400703
31 Wisdom Wealth ManagerGirish Purohit Wealth & Investment Advisory +91 73031 XXXXX022-3852XXXXwi•••••••••••••@yahoo.co.in C/106, Nerul Station Complex, Navi , Above Ticket CounterMumbaiMaharashtra400706
32 Money Care Wealth Management Wealth & Investment Advisory +91 71222 XXXXXam•••••••@rediff.com 301, Apurva Tower, Vardha Road, Chhatrapati NagarNagpurMaharashtra440015
33 Quantum Investment AdvisorsShriram Deshpande Wealth & Investment Advisory +91 98906 XXXXXsh•••••••••••••••@rediffmail.com 123 Rachana Jheel Apts, F-102, South Ambazari Road, Subhash Nagar, Nagpur-440022NagpurMaharashtra
34 Raviraj Wealth Management Pvt Ltd Wealth & Investment Advisory +91 71222 XXXXXra•••••••••••@yahoo.com Vivekanand Nagar, Near Devnagar SquareNagpurMaharashtra440015
35 Think Wealth ManagersSumitheda Wealth & Investment Advisory +91 98503 XXXXXhe••••••••@yahoo.com 116, Shrilaxmi Apartment, Shivaji Nagar, Nagpur - 440010NagpurMaharashtra
36 Wealth ManagersNilesh Bhattad Wealth & Investment Advisory +91 99754 XXXXXwe•••••••••••••••@gmail.com Rajat Plaza Shop No 36 B Wing, Ghat Road, Opposite Pooja DairyNagpurMaharashtra440018
37 A Wealth Management FirmPravin Acharya Wealth & Investment Advisory +91 92252 XXXXXpr•••••••••••••@gmail.com NashikMaharashtra
38 Finansys Wealth Advisors LLP Wealth & Investment Advisory 0253-231XXXXfi••••••••••••••••••••@gmail.com Shop NO.1, Jagdish Sankul, Gangapur Road, Beside Hotel SaptarangNashikMaharashtra422005
39 Kotak Securities(financial Planning Group)Binu Nair Wealth & Investment Advisory +91 99607 XXXXXbi•••••••••••@rediffmail.com Flat NO.11, Swami Samarth Apt. Mahatma Nagar, Nasik-7NashikMaharashtra
40 Parthi Wealth Management Wealth & Investment Advisory +91 73501 XXXXXpa•••••••••••@rediffmail.com 1 F Wing Ichamani Row Bunglow, Ryan International School Dgp Nagar 1NashikMaharashtra422101
41 Trinity Wealth Management Pvt Ltd Wealth & Investment Advisory 0253-645XXXX 2nd Floor, Luthra Chambers, Above Abn Amro Bank, Krushi NagarNashikMaharashtra422005
42 Finvin Financial PlannerMr Melvin Joseph Wealth & Investment Advisory 022-3920XXXXme•••••••••@gmail.com Shop No 10, Grnd Floor, Olive Excel Chs Ltd, Plot No 16, Sector 42, NerulNavi MumbaiMaharashtra400706
43 Iden Investment Advisors Pvt LtdNehal Surve Wealth & Investment Advisory +91 96194 XXXXXne••••••••@yahoo.com Navi Mumbai Maharashtra 400703Navi MumbaiMaharashtra
44 Manushri Wealth ManagementPramod Wealth & Investment Advisory +91 92209 XXXXXma••••••••••••@gmail.com Shop No 6, Pushpsandeep Chs, Plot No 2, Sector No 9, Near KamotheNavi MumbaiMaharashtra410206
45 Prudent Bull Wealth Management Wealth & Investment Advisory +91 98920 XXXXX022-3910XXXXgl•••••@hotmail.com Sadguru Plaza 1st Floor Office No 25 Plot No 50, Near SeawoodsNavi MumbaiMaharashtra400706
46 Value Wealth Advisory ServicesManger Wealth & Investment Advisory +91 98205 XXXXX 29, Shelter Arcade Opposite D'mart Super Store Sector 42 Seawoods (w)Navi MumbaiMaharashtra400706
47 Almondz Global Securities LtdDeepak Wealth & Investment Advisory +91 94220 XXXXX020-3253XXXXpr•••••••••••••@almondz.com www.almondzglobal.com Shree Shailya Apartment, 1170PuneMaharashtra411030
48 M Power InvestmentNaresh Gandhi Wealth & Investment Advisory +91 93710 XXXXX020-2421XXXXem••••••••••••@yahoo.co.in www.mpowerinvest.com Rajdhani Complex, 820, Dr Rajkumar Road, Near Shankar Maharaj MhalaPuneMaharashtra411043
49 Midas TouchMrs Neelam Wealth & Investment Advisory +91 93250 XXXXX020-2553XXXXin••••@themidastouch.in www.themidastouch.in 1201/11, 4th Cross, DoddannaPuneMaharashtra411004
50 Money Talk Financial PlannersPriya Konde Vaidehi Bhagwat Wealth & Investment Advisory +91 98504 XXXXX020-6682XXXXmo•••••••••@gmail.com www.moneytalk.co.in Orange Life, Office NO.1, Sus Road, Opposite Datta TemplePuneMaharashtra411021
51 Sapient Wealth Advisors & Brokers Private LimitedJanak Shah Wealth & Investment Advisory +91 96899 XXXXXse•••••@sapientwealth.co.in www.sapientwealth.in Ganeshri, 111/10B, Erandavane 14th Lane, Prabhat RoadPuneMaharashtra411004
52 Thousand Lights Wealth Advisory ServicesMS Arti Kulkarni Wealth & Investment Advisory +91 99755 XXXXX020-2543XXXXth••••••••••••@rediffmail.com Nalinee Apartments, Off Karve Road (SBI Erandwana Bylane)PuneMaharashtra411004
53 Crystal Wealth Management Pvt. LtdMahesh Shinde Wealth & Investment Advisory +91 77218 XXXXXst•••••••••••••••@gmail.com www.crystalwealthmanagement.com Crystal Wealth Management Pvt. Ltd. / Shreenath / 166 / B|1ST Floor / Behind Sfc Mega MallSangliMaharashtra416416
54 Shubham InvestmentMr Niraj Kasliwal Wealth & Investment Advisory +91 93707 XXXXXni••••••••••@yahoo.com Saraf Bazar A/p Kopargaon, Dist: AhmednagarSaraf BazarMaharashtra423601
55 Abhay Vaidya Financial Planning and Risk Management ConsultancyManager Wealth & Investment Advisory +91 97029 XXXXXva••••••••••@gmail.com Shop NO.6, Siddhant Apartment, Opposite Apna Bank, Bhaskar ColonyThaneMaharashtra400602
56 Akshaya Wealth Advisers Private LimitedGirija Khurana Wealth & Investment Advisory +91 98200 XXXXXch••••••@gmail.com 1st Floor, St. Jude Building, Kopri ColonyThaneMaharashtra400603
57 Crest Financial PlannersDevendra Nimkar Wealth & Investment Advisory +91 93225 XXXXXcr•••••••@gmail.com www.crestfp.com 201 Navnath PrasadThaneMaharashtra400601
58 Milind Portfolio ManagementMr Milind Sawant Wealth & Investment Advisory +91 98219 XXXXXmi••••••••••••••••@yahoo.com B 202 Sarweshwar Complex, Indira Nagar, Behind Rajpark, KalwaThaneMaharashtra400605
59 Sns Wealth AdvisorsManager Wealth & Investment Advisory +91 90290 XXXXXin•••@snswealth.com 202, 2nd Floor, Shree Ganesh Building, Near Axis Bank, UthalsarThaneMaharashtra400601
60 Bonvista Financial Planners Limited Wealth & Investment Advisory +91 93714 XXXXX Unmesh DeshmukhMaharashtra
Download the sample (Excel) Sample as PDF

What's in each record

Share of contacts that have each field

  • Business / company name100%
  • Contact person50%
  • Category100%
  • Mobile98%
  • Alternate mobile22%
  • Landline13%
  • Email35%
  • Website10%
  • Address95%
  • Locality87%
  • City100%
  • State100%
  • PIN code92%

Top cities

  • Mumbai4,196
  • Pune176
  • Thane9
  • Nagpur7
  • Nashik7
  • Navi Mumbai5
  • Gokhale Road1
  • Jalgaon1
  • Kalyan1
  • Sangli1

By category

  • Wealth & Investment Advisory4,410

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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