HNI Wealth Managers & Advisory Firms in Mumbai

4,196contacts
98%mobile
34%email

HNI Wealth Managers & Advisory Firms in Mumbai

Professional Services · City list

4,196 businesses in Mumbai, Maharashtra, with contact names, mobile numbers, emails and addresses. Cleaned, de-duplicated and delivered as an Excel workbook.

Guide: How to find business contact numbers in any Indian city

Mumbai, Maharashtra 13 fields Updated Oct 2026
Wealth & Investment Advisory
Free sample PDF

About this list

This list has 4,196 wealth managers, family offices, PMS and investment advisory firms that serve HNI clients in Mumbai, Maharashtra with contact details. 98% have a mobile number, 34% an email address, 12% a landline and 10% a website. 95% come with a street address, 49% 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.

Where a locality is given, most are in Fort (388), Borivali West (210) and Andheri East (146), followed by Nariman Point, Andheri West and Mulund West.

See 60 real contacts free, as an Excel sample or a PDF, then download all 4,196 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 Mumbai?

This list has 4,196 wealth managers, family offices, PMS and investment advisory firms that serve HNI clients in Mumbai, 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 Mumbai?

Download this list in Excel: 4,196 contacts, 98% with a mobile number and 34% with an email address. Check 60 real contacts free first, then pay ₹499 (90% off) by UPI or bank transfer.

Which areas of Mumbai have the most HNI wealth managers and advisory firms?

Fort (388), Borivali West (210), Andheri East (146), Nariman Point (144) and Andheri West (140).

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

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 Ahura RealtorsMrs Kaveeta Dastur Wealth & Investment Advisory +91 98191 XXXXX022-2380XXXXka•••••••••••@gmail.com Jai Maharastra Nagar, 90 Feet Road, Ghatkopar E, Mumbai - 400075MumbaiMaharashtra400028
2 Ajmera Investment ConsultantsMr Pankaj Ajmera Wealth & Investment Advisory +91 98337 XXXXX022-2801XXXXaj•••••@hotmail.com 18 B Vinochem Ind, Panchal Nagar, Goddev Road, Bhayandar E, 401105MumbaiMaharashtra400092
3 Alternative Investment AdvisoryM Jaya Shankar Wealth & Investment Advisory 022-2857XXXXsa••••••••@yahoo.co.in Hillside Raheja Vihar, Off Chandivali Studio Road, PowaiMumbaiMaharashtra400072
4 Aneri Invest Avenues Family Welfare & Wealth Management CoParesh S. Shah Wealth & Investment Advisory +91 93232 XXXXXan••••••••••@hotmail.com 304, Golden Rose, Data Mandir Cross Road, Dahanukarwadi Kandivali WestMumbaiMaharashtra400067
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 Bluechip Corporate Investment Centre LtdRam Tamodkar Wealth & Investment Advisory +91 98928 XXXXXma••••••@bluechipindia.co.in www.bluechipindia.co.in No. 5MumbaiMaharashtra400093
10 Bp Wealth Management Pvt LtdHemant Wealth & Investment Advisory +91 98985 XXXXXhe••••••••@gmail.com www.bpwealth.com Market Road 29MumbaiMaharashtra400001
11 Cover AllJyoti Wealth & Investment Advisory +91 93232 XXXXX022-3290XXXXco••••••@rediffmail.com Mahila Sang Building 2nd Floor, Subhash Road, Vile Parle E, Mumbai - 400057MumbaiMaharashtra400002
12 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
13 Cyriline Investment ServicesCyril Fernandes Wealth & Investment Advisory +91 98213 XXXXX022-2895XXXXcy•••••••••••••@rediffmail.com Akshar Apartment, Shop No 1, Bara Chawl No 10 Sun Mill Lane, Near Eksar TalaoMumbaiMaharashtra400091
14 Dhs Trrue Wealth Management Consultancy Pvt. LtdHitesh Wealth & Investment Advisory +91 98197 XXXXXin•••@dhstrruewealth.com www.dhstrruewealth.com Office No. 3, Near ICICI BankMumbaiMaharashtra400053
15 Dushyant V ShahMr Dushyant Shah Wealth & Investment Advisory +91 93243 XXXXX022-2806XXXXdu•••••••••••@rediffmail.com B 3/4 Shiv Parvati, Malad W, Mumbai - 400064MumbaiMaharashtra400020
16 Essvee Investment Advisors (p) LtdR Ramesh Wealth & Investment Advisory 022-5630XXXXra••••@essvee.in Free Press House, Nariman PointMumbaiMaharashtra400021
17 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
18 Fern Wealth Advisors Private Ltd Wealth & Investment Advisory +91 98300 XXXXX022-6555XXXXfe••••••••••••••••@gmail.com www.fernwealth.com 1703, Kesar Sympohony, Plot No 29, Kharghar, Navi , Sector No 19MumbaiMaharashtra410210
19 Focus Consultancy & Services Pvt LtdSuresh Wealth & Investment Advisory +91 98331 XXXXX022-6521XXXXfo••••••••••@yahoo.co.in 60MumbaiMaharashtra400050
20 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
21 Genworth Wealth ManagementMr Tariq Anwar(proprietor), Mr Sachin Wealth & Investment Advisory +91 97693 XXXXX022-6155XXXXge••••••@gmail.com 506, Crescent Tower, Andheri West, Off New Link Road, Opposite Infiniti Mall, LokhaMumbaiMaharashtra400053
22 Henry Lobo Financial PlannerMr Henry V Lobo Wealth & Investment Advisory +91 90223 XXXXX022-6573XXXXhe•••••••••••@rediffmail.com Building No 4, Flat No 276, S Lanjekar Marg, Kala Chowki, Abhyudaya NagarMumbaiMaharashtra400033
23 Heta Investment ConsultantMr Vikas Vadgada Wealth & Investment Advisory +91 98202 XXXXX022-6507XXXXvi••••••••••@rediffmail.com J N Road, Masjid, Mumbai - 400003MumbaiMaharashtra400092
24 Horizon Financial PlannerSheetal Toke Wealth & Investment Advisory +91 98337 XXXXXsh•••••••••@horizonfp.in horizonfp.co.in Shop No. 7, Bulding No. 64, near Abhyudaya Bank Kurla EastMumbaiMaharashtra400024
25 I Nivesh Wealth Advisory Services Wealth & Investment Advisory +91 89760 XXXXX022-6534XXXXco•••••@inivesh.com www.inivesh.com 2011, C Wing, 2nd Flr, Station Plaza Building, Near Railway StationMumbaiMaharashtra400078
26 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
27 Impetus Wealth Management (p) LtdMs Manu Nihalini Wealth & Investment Advisory 022-4056XXXXaj•••@impetusindia.in Film City Road, Yashodham Complex, Goregaon (e)MumbaiMaharashtra400063
28 India Capital Research & Advisors Pvt LtdSreeram Viswamani Wealth & Investment Advisory +91 98205 XXXXX022-2670XXXXsr•••••@rediffmail.com A 1/4, Sai Layout KonappanagraharaMumbaiMaharashtra400058
29 Investment CenterAnil Shah Wealth & Investment Advisory +91 93232 XXXXX022-2832XXXXac•••••@investmentcentre.in 3rd Floor, Vertex Vikas Building, 105/A, 1st Main, 5th Cross, Timber Layout Mysore Road, Above Khyber RestaurantMumbaiMaharashtra400069
30 Investment HighwaySarita Wealth & Investment Advisory +91 98925 XXXXX022-2490XXXXin•••••••••@gmail.com R No 2 1st Flr Ashtavinayak Nivas, Rawal Pada Ganesh Nagar, W E Highway, Dahisar, Mumbai - 400068MumbaiMaharashtra400066
31 Iris Investment Advisors (p) LtdShivam Choudhary Wealth & Investment Advisory 022-2639XXXXsh••••@irisinvestment.com Laxmi Mall, New Link Road, Laxmi Industrial EstateMumbaiMaharashtra400053
32 K R Choksey Shares & Securities (dalal Street)Zaheer Wealth & Investment Advisory +91 98209 XXXXX022-6653XXXX www.krchoksey.com F-20 Nanddham Indl Est, Marol, Andheri E, 400059MumbaiMaharashtra400058
33 Ketan V ShahDivya Wealth & Investment Advisory +91 98204 XXXXX022-6666XXXXke•••••••••@rediffmail.com A 1/201 Tarangan Pleasant Park, Mira Bhyander Road, Mira Road, Thane - 401107MumbaiMaharashtra400050
34 Kishor Rupchand RaisinghaniMr Kishore Raisinghania Wealth & Investment Advisory +91 92232 XXXXX022-2643XXXXki••••••••••••••••@yahoo.co.in Shop No 5/6/7/8 Jayant Co Op Housing Society, Appasahes Marathe Marg, Prabhadevi, Mumbai - 400025MumbaiMaharashtra400050
35 Kshitij Investment Advisory Company LtdVizak Badhniwalla Wealth & Investment Advisory 022-4043XXXXvi•••••••••••••••@gmail.com Fch House, Peninsula Corporate Park, G.K. Marg, LoMumbaiMaharashtra400013
36 Ladderup Wealth Management (p) LtdAditya Pathak Wealth & Investment Advisory 022-4246XXXXad••••@ladderup.com Madhu Kenj Av Hupashraya Lane, Off Juhu Lane, Andheri (w)MumbaiMaharashtra400058
37 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
38 Mahavir Investment Consultant & Financial PlannerNikhil Dedhia Wealth & Investment Advisory +91 98703 XXXXXni••••••••••@yahoo.com Ramchandra Niwas, Char Rasta, Dombivli East, Thane, Opp Phadke Watch CentreMumbaiMaharashtra421201
39 Mecklai Wealth ManagementZehera Mecklai Wealth & Investment Advisory +91 98211 XXXXXze•••••••••••@gmail.com www.mecklaiwealth.com 47, Shankar Sagar Sophia College Lane Breach CandyMumbaiMaharashtra400026
40 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
41 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
42 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
43 New Horizon Wealth Management (p) LtdBipin Advani Wealth & Investment Advisory 022-6654XXXXbi•••@newhorizonfunds.com Raheja Chambers, Nariman PointMumbaiMaharashtra400021
44 Nimoli InvestmentsVicky Shah Wealth & Investment Advisory +91 99205 XXXXX022-2864XXXXth••••••••@yahoo.com Arihant Cmplx, Opp Sagar Petrol Pump, Western Express Highway Sativali, Vasai E, 401208MumbaiMaharashtra400092
45 Om InvestmentSuresh N Patil Wealth & Investment Advisory +91 93246 XXXXX022-3246XXXXsu•••••••••••@gmail.com B/18, Agarwal Market, Monghibai Road, Vile Parle E, Mumbai - 400057MumbaiMaharashtra400068
46 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
47 Platinumone Wealth Managers LtdRatul Lahiri Wealth & Investment Advisory 022-4200XXXXra••••••••••@platinumone.co.in Apple Plaza, Senapati Bapat Marg, Dadar (w)MumbaiMaharashtra400028
48 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
49 Prudent Corporate Advisory ServicesMS Suruchi Rastogi Wealth & Investment Advisory +91 99870 XXXXX022-6515XXXXsh••••@prudentcorporate.com Shop No 1 Patil Bhoier Apts, Manpada Road, Dombivili Indl Area, Thane - 421203MumbaiMaharashtra400069
50 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
51 Rajiv Khanna & AssociatesMr Rajiv D Khanna Wealth & Investment Advisory +91 98205 XXXXX022-2342XXXXra••••••@vsnl.net 2 Gr Flr, Kusumanjali Building, Gokhale Road, Naupada W Thane, Thane - 400602MumbaiMaharashtra400004
52 Richwell Wealth AdvisorsSantosh Wealth & Investment Advisory +91 99208 XXXXX022-6446XXXXri•••••••••••••••••@gmail.com Shop No 5, near Gurudev HotelMumbaiMaharashtra400014
53 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
54 S E Investments Ltd Wealth & Investment Advisory +91 99874 XXXXX022-4228XXXXsa•••••@seil.in www.seil.in 6th Floor, Old Airport Road, Konena AgraharaMumbaiMaharashtra400093
55 Saswat Wealth Managenent ServicesManager Wealth & Investment Advisory +91 99675 XXXXX022-3855XXXXsw••••••••••••@yahoo.com 423 Midas, Sahar Plaza, Andheri Kurla Road, Near Andheri EastMumbaiMaharashtra400059
56 Satyam InvestmentsAnil Thakkar Wealth & Investment Advisory +91 98338 XXXXX022-6576XXXXji•••••••••••@rediffmail.com No. 599, Ground Floor, Near Mageshwari BhavanMumbaiMaharashtra400071
57 Sharad S Gaikwad & CoDinesh Wealth & Investment Advisory +91 99202 XXXXX022-2436XXXXas•••@rediffmail.com 33/901 Seawoods Est Nri Cmplx, Palm Beach Road, NaviMumbaiMaharashtra400703
58 Trustplutus Wealth Managers (india) (p) LtdAbhishek Sipani Wealth & Investment Advisory 022-4084XXXXab••••••••••••@gmail.com Balarama Building, Bandra Kurla Complex, Bandra EasMumbaiMaharashtra400051
59 Wisdom Wealth ManagerGirish Purohit Wealth & Investment Advisory +91 73031 XXXXX022-3852XXXXwi•••••••••••••@yahoo.co.in C/106, Nerul Station Complex, Navi , Above Ticket CounterMumbaiMaharashtra400706
60 Your Trustworthy Financial PlannerSujit Shah Wealth & Investment Advisory +91 98192 XXXXX022-2684XXXXsh•••••••@gmail.com 701, Crystal Tower Chs, Off. M. V. Road, Opp Natraj Studio, Opp LanMumbaiMaharashtra400069
Download the sample (Excel) Sample as PDF

What's in each record

Share of contacts that have each field

  • Business / company name100%
  • Contact person49%
  • Category100%
  • Mobile98%
  • Alternate mobile22%
  • Landline12%
  • Email34%
  • Website10%
  • Address95%
  • Locality88%
  • City100%
  • State100%
  • PIN code92%

Top localities

  • Fort388
  • Borivali West210
  • Andheri East146
  • Nariman Point144
  • Andheri West140
  • Mulund West119
  • Malad West104
  • Kandivali West94
  • Vile Parle East86
  • Kalbadevi74

By category

  • Wealth & Investment Advisory4,196

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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4,196 contacts · + 18% GST