Wealth Management Firms in Maharashtra

319contacts
84%mobile
66%email

Wealth Management Firms in Maharashtra

Professional Services · State list

319 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.

Who's in it: Wealth management firms, wealth advisers, private banking desks and family offices, with mobile number, email and address.

Who buys it: Fund houses and PMS providers looking for distribution partners, wealth-tech platforms and financial-product marketers use it.

Guide: Asset management companies in India: AMC list

Maharashtra 6 cities 14 fields Updated Oct 2026
Wealth ManagementPrivate Banks, Banks, Atm Centres-South Indian Bank
Free sample PDF

About this list

This list has 319 wealth management firms in Maharashtra with contact details. 84% have a mobile number, 66% an email address, 26% a landline and 11% a website. 92% come with a street address, 73% with the contact person's name and 69% with a PIN code.

They are spread over 6 cities and towns; the most are in Mumbai (215), Pune (62) and Nagpur (11), followed by Thane, Nashik and Navi Mumbai.

By category, the biggest groups are Wealth Management (318) and Private Banks, Banks, Atm Centres-South Indian Bank (1).

See 60 real contacts free, as an Excel sample or a PDF, then download all 319 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

How many wealth management firms are there in Maharashtra?

This list has 319 wealth management firms in Maharashtra with contact details, 84% 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 wealth management firms in Maharashtra?

Download this list in Excel: 319 contacts, 84% with a mobile number and 66% 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 wealth management firms?

Mumbai (215), Pune (62), Nagpur (11), Thane (9) and Nashik (7).

Is there a free wealth management 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 Pushp Wealth CreationVishnu Darakh Wealth Management +91 77380 XXXXX C O Ankita JwellersAurangabadMaharashtra431001
2 Wealth PreneursDevendra Pandit Wealth Management +91 80076 XXXXX No. C-M2-50, near Kamgar Chowk Bus Stop N2CidcoMaharashtra431006
3 Wealth First IndiaUmesh M Wealth Management +91 91673 XXXXXmo•••••••@gmail.com B-3/11, Best NagarGoregaonMaharashtra400104
4 Way To Wealth Financial ServicesBatulbohari Wealth Management +91 98607 XXXXXba•••••••••••@rediffmail.com JalgaonMaharashtra
5 Wealth Insulation Wealth Management +91 97696 XXXXX MohitMaharashtra
6 Beyond WealthPrashant J. Thakkar Wealth Management +91 99696 XXXXXca•••@beyondwealth.in www.beyondwealth.in No. 77, Ground Floor, Saidham Arcade, Next To Moksh Mahal, Near St. Mary S SchoolMulundMaharashtra400080
7 Aarayaa Wealth ManagersGirish Shroff Wealth Management +91 92219 XXXXX022-4077XXXXco•••••@awm.co.in www.awm.co.in Offce No 1/ 2/ 3/ 4, A- Wing, Hansa Complex, Dattapada Road, Mumbai - 400066, Near Borivali EastMumbaiMaharashtra400001
8 Aneri Invest Avenues Family Welfare & Wealth Management CoParesh S. Shah Wealth Management +91 93232 XXXXXan••••••••••@hotmail.com 304, Golden Rose, Data Mandir Cross Road, Dahanukarwadi Kandivali WestMumbaiMaharashtra400067
9 Ask Wealth Advisors (p) LtdAmirali Charania Wealth Management +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
10 B P WealthRavi Kudal Wealth Management +91 98673 XXXXX022-2854XXXXra•••••••@bpwealth.com www.bpwealth.com No. 412/A Wing, Express Zone, Diagonally, Opposite - Oberoi Mall, We Hinghway, Malad EastMumbaiMaharashtra400001
11 B P Wealth Management (p) LtdManish Shesha Wealth Management 022-6159XXXXit•••@bpwealth.com Cama Building, Dalal Street, FortMumbaiMaharashtra400001
12 Bp Wealth Management Pvt LtdHemant Wealth Management +91 98985 XXXXXhe••••••••@gmail.com www.bpwealth.com Market Road 29MumbaiMaharashtra400001
13 Dhs Trrue Wealth Management Consultancy Pvt. LtdHitesh Wealth Management +91 98197 XXXXXin•••@dhstrruewealth.com www.dhstrruewealth.com Office No. 3, Near ICICI BankMumbaiMaharashtra400053
14 Fern Wealth Advisors Private Ltd Wealth Management +91 98300 XXXXX022-6555XXXXfe••••••••••••••••@gmail.com www.fernwealth.com 1703, Kesar Sympohony, Plot No 29, Kharghar, Navi , Sector No 19MumbaiMaharashtra410210
15 Fullerton Securities & Wealth Advisors LtdJignesh Gajjar Wealth Management 022-4222XXXXji•••••••••••@fullertonsecurities.co.in Durga Chambers, Veera Desai Road, Opp Agarwal Golden Chambers, Veera Industrial Estate, Andheri (w)MumbaiMaharashtra400058
16 Genworth Wealth ManagementMr Tariq Anwar(proprietor), Mr Sachin Wealth Management +91 97693 XXXXX022-6155XXXXge••••••@gmail.com 506, Crescent Tower, Andheri West, Off New Link Road, Opposite Infiniti Mall, LokhaMumbaiMaharashtra400053
17 Happy Family Wealth Management Services Pvt. LtdMr Ajay Wealth Management +91 98197 XXXXXha••••••••••••@yahoo.com www.wealthymatters.com No. 11, near SBI Bank Worli Mumbai 400030MumbaiMaharashtra400703
18 I Nivesh Wealth Advisory Services Wealth Management +91 89760 XXXXX022-6534XXXXco•••••@inivesh.com www.inivesh.com 2011, C Wing, 2nd Flr, Station Plaza Building, Near Railway StationMumbaiMaharashtra400078
19 I Wealth Management Pvt LtdMr Bharat Jain(director- Weal Wealth Management +91 98196 XXXXXbh••••@iwealthindia.com Nariman Point Sangam Press Road 822, Tulsiani Chambers, Free PrMumbaiMaharashtra400021
20 Impetus Wealth Management (p) LtdMs Manu Nihalini Wealth Management 022-4056XXXXaj•••@impetusindia.in Film City Road, Yashodham Complex, Goregaon (e)MumbaiMaharashtra400063
21 Karvy (p) WealthHrishikesh Parandekar Wealth Management 022-3305XXXXhr••••@karvy.com Hallmark Business Plaza, Sant Dnyaneshwar Marg, Bandra (e)MumbaiMaharashtra400051
22 Ladderup Wealth Management (p) LtdAditya Pathak Wealth Management 022-4246XXXXad••••@ladderup.com Madhu Kenj Av Hupashraya Lane, Off Juhu Lane, Andheri (w)MumbaiMaharashtra400058
23 Mecklai Wealth ManagementZehera Mecklai Wealth Management +91 98211 XXXXXze•••••••••••@gmail.com www.mecklaiwealth.com 47, Shankar Sagar Sophia College Lane Breach CandyMumbaiMaharashtra400026
24 Miracle Wealth ManagementMr Bhaskar Saha( Proprietor) Wealth Management +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
25 Moat Wealth AdvisorsAbhishek Gupta Wealth Management +91 98206 XXXXX022-2570XXXXmo••••••••@gmail.com www.moat.co.in 502, A Wing, Delphi Apartment, Hiranandani Garden, Above Uti Mutual FundMumbaiMaharashtra400076
26 Naik Wealth Planners Pvt LtdHemant Powale Wealth Management +91 98213 XXXXX022-2881XXXXhe••••••••••@naikwealth.in www.naikwealth.in 3, Saiprasad Co-Op Hsg Soc, Ram Maruti Road, Thane West, Thane - 400601, Near Ratnakar BankMumbaiMaharashtra400064
27 New Horizon Wealth Management (p) LtdBipin Advani Wealth Management 022-6654XXXXbi•••@newhorizonfunds.com Raheja Chambers, Nariman PointMumbaiMaharashtra400021
28 Plan Ahead Wealth Advisers Private LimitedManager Wealth Management +91 97736 XXXXXco•••••@planahead.in www.planahead.in A- 401, Fairlink Center, Offside Andheri Link Road, Near Monginis Factory, Andheri WestMumbaiMaharashtra400053
29 Platinumone Wealth Managers LtdRatul Lahiri Wealth Management 022-4200XXXXra••••••••••@platinumone.co.in Apple Plaza, Senapati Bapat Marg, Dadar (w)MumbaiMaharashtra400028
30 Prime Gold Wealth Managment Services Pvt LtdNilesh Ghia Wealth Management +91 98197 XXXXX022-6570XXXXpr••••••••••••@gmail.com www.primegold.co.in 8, Vora Palace, M G Road, Next To Dena BankMumbaiMaharashtra400067
31 Richwell Wealth AdvisorsSantosh Wealth Management +91 99208 XXXXX022-6446XXXXri•••••••••••••••••@gmail.com Shop No 5, near Gurudev HotelMumbaiMaharashtra400014
32 Saswat Wealth Managenent ServicesManager Wealth Management +91 99675 XXXXX022-3855XXXXsw••••••••••••@yahoo.com 423 Midas, Sahar Plaza, Andheri Kurla Road, Near Andheri EastMumbaiMaharashtra400059
33 South Indian Bank Ltd Atm Goregoan WJain Private Banks, Banks, Atm Centres-South Indian Bank +91 99304 XXXXX022-2432XXXXma••••••••••••••••@gmail.com Great Western Bldg, 130, Bombay Samachar Marg, 400 023MumbaiMaharashtra400030
34 Wealth Creation Training InstituteBhushan Mandlik Wealth Management +91 98208 XXXXX022-2760XXXXbh•••••••••••••@rediffmail.com No. 15, near Sheetla Mandir AiroliMumbaiMaharashtra400708
35 Wealth King AsiaNishant Shetty Wealth Management +91 90290 XXXXX022-4211XXXXni••••••••••••••@gmail.com Chandivali B13MumbaiMaharashtra400072
36 Wisdom Wealth ManagerGirish Purohit Wealth Management +91 73031 XXXXX022-3852XXXXwi•••••••••••••@yahoo.co.in C/106, Nerul Station Complex, Navi , Above Ticket CounterMumbaiMaharashtra400706
37 Bma Wealth Creators LtdManager Wealth Management +91 93706 XXXXXrg••••••••@gmail.com 1005 Lokmat Building A Wing 10th Floor, Wardha Road, Lokmat SquareNagpurMaharashtra440012
38 Everest Wealth Solutions Pvt Ltd Wealth Management +91 71266 XXXXXin•••@everestws.com www.everestws.com B4 & B5 Ground Floor, Girish Heights, Kamptee Road, Sadar Bazar, Near Bharat TalkiesNagpurMaharashtra440001
39 Networth Wealth Solutions LtdSanjayladekar Wealth Management +91 90964 XXXXXsa•••••••••••@yahoo.in At Post Salod Wardha Maharashtra 442001NagpurMaharashtra
40 Think Wealth ManagersSumitheda Wealth Management +91 98503 XXXXXhe••••••••@yahoo.com 116, Shrilaxmi Apartment, Shivaji Nagar, Nagpur - 440010NagpurMaharashtra
41 Wealth ManagersNilesh Bhattad Wealth Management +91 99754 XXXXXwe•••••••••••••••@gmail.com Rajat Plaza Shop No 36 B Wing, Ghat Road, Opposite Pooja DairyNagpurMaharashtra440018
42 Finansys Wealth Advisors LLP Wealth Management 0253-231XXXXfi••••••••••••••••••••@gmail.com Shop NO.1, Jagdish Sankul, Gangapur Road, Beside Hotel SaptarangNashikMaharashtra422005
43 Networth Wealth Solution LtdShankardhadave Wealth Management +91 98814 XXXXXra••••••@gmail.com Flat No. 29 B. No. 04 Shubham Park Kamathwade NashikNashikMaharashtra
44 Parthi Wealth Management Wealth Management +91 73501 XXXXXpa•••••••••••@rediffmail.com 1 F Wing Ichamani Row Bunglow, Ryan International School Dgp Nagar 1NashikMaharashtra422101
45 Rural Wealth CorporationSamadhan Pagar Wealth Management +91 91300 XXXXXpa•••••••••••••@gmail.com 1st, Flower, Thakkar BazarNashikMaharashtra420001
46 Shreeniwas Wealth Actuate, Maintain & InvestmentsKalpesh Vaishnav Wealth Management +91 99212 XXXXXka••••••••••@rediffmail.com G-10, Sahyadri House, Trimbak Road, Tidke ColonyNashikMaharashtra
47 Manushri Wealth ManagementPramod Wealth Management +91 92209 XXXXXma••••••••••••@gmail.com Shop No 6, Pushpsandeep Chs, Plot No 2, Sector No 9, Near KamotheNavi MumbaiMaharashtra410206
48 Networth Wealth DivisionBhaskar Priyadarshi Wealth Management +91 97695 XXXXXbh•••••••••••••••••@rediffmail.com Navi Mumbai Maharashtra 400706Navi MumbaiMaharashtra
49 Prudent Bull Wealth Management Wealth Management +91 98920 XXXXX022-3910XXXXgl•••••@hotmail.com Sadguru Plaza 1st Floor Office No 25 Plot No 50, Near SeawoodsNavi MumbaiMaharashtra400706
50 Value Wealth Advisory ServicesManger Wealth Management +91 98205 XXXXX 29, Shelter Arcade Opposite D'mart Super Store Sector 42 Seawoods (w)Navi MumbaiMaharashtra400706
51 Arevaas Wealth ManagementShivchandra S Wealth Management +91 97300 XXXXXar•••••••@yahoo.com Sadashiv PethPuneMaharashtra411030
52 Renascent Wealth Mangement ConsultancyAravindh Wealth Management +91 94235 XXXXX020-2714XXXXsu•••••••••••@gmail.com 2nd Floor, near Govind Garden HotelPuneMaharashtra411027
53 Sapient Wealth Advisors & Brokers (p) LtdAmit Bivalkar Wealth Management 020-2545XXXXam•••@sapientwealth.co.in Ganeshri, 14, Prabhat Road, ErandavanePuneMaharashtra411004
54 Sapient Wealth Advisors & Brokers Private LimitedJanak Shah Wealth Management +91 96899 XXXXXse•••••@sapientwealth.co.in www.sapientwealth.in Ganeshri, 111/10B, Erandavane 14th Lane, Prabhat RoadPuneMaharashtra411004
55 Thousand Lights Wealth Advisory ServicesMS Arti Kulkarni Wealth Management +91 99755 XXXXX020-2543XXXXth••••••••••••@rediffmail.com Nalinee Apartments, Off Karve Road (SBI Erandwana Bylane)PuneMaharashtra411004
56 Akshaya Wealth Advisers Private LimitedGirija Khurana Wealth Management +91 98200 XXXXXch••••••@gmail.com 1st Floor, St. Jude Building, Kopri ColonyThaneMaharashtra400603
57 Bma Wealth CreatorsAdee Pandey Wealth Management +91 96994 XXXXXad•••••••••@gmail.com 401, Gokhale Road, Near Naupada-Thane WestThaneMaharashtra400602
58 Global Wealth CreationsMr Rachit Shah(proprietor) Wealth Management ra•••••••••••••@yahoo.co.in Shop No 1, Building No 320, Sector No 2, Shanti Nagar, Mira RoadThaneMaharashtra401107
59 Religare Macquarie Private WealthVineetpurushothaman Wealth Management +91 98203 XXXXXvi•••••••••@gmail.com A/804, Amalfi, Raheja Gardens Thane Maharashtra 400604 inThaneMaharashtra
60 Sns Wealth AdvisorsManager Wealth Management +91 90290 XXXXXin•••@snswealth.com 202, 2nd Floor, Shree Ganesh Building, Near Axis Bank, UthalsarThaneMaharashtra400601
Download the sample (Excel) Sample as PDF

What's in each record

Share of contacts that have each field

  • Business / company name100%
  • Contact person73%
  • Designation10%
  • Category100%
  • Mobile84%
  • Alternate mobile16%
  • Landline26%
  • Email66%
  • Website11%
  • Address92%
  • Locality35%
  • City99%
  • State100%
  • PIN code69%

Top cities

  • Mumbai215
  • Pune62
  • Nagpur11
  • Thane9
  • Nashik7
  • Navi Mumbai4
  • Aurangabad1
  • Cidco1
  • Goregaon1
  • Jalgaon1

By category

  • Wealth Management318
  • Private Banks, Banks, Atm Centres-South Indian Bank1

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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319 contacts · + 18% GST