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best tech-driven wealth management firms in India

Prompt

Last updated 3rd September 2025

Domain count
decentro.tech
13
tracxn.com
10
groww.in
9
Citations count
30
15
10
5
Brands Discovered
45
16
23
14

Original answer

Here are leading tech‑driven wealth‑management and wealthtech firms in India (grouped by type). I list what makes each stand out so you can pick based on whether you want self‑directed/robo, broker/fintech scale, or HNI/private‑bank tech + advisory.

Mass‑market / wealthtech platforms (digital, robo or app‑first)

  • Groww — large retail investing platform that’s expanding into wealth management via acquisitions (recent deal to buy Fisdom) and broad digital product set. (economictimes.indiatimes.com)
  • Smallcase (Zerodha ecosystem) — thematic/portfolio baskets and analytics that let investors build model portfolios; strong APIs and integration with brokerages. (forbesindia.com, en.wikipedia.org)
  • Kuvera (now part of CRED) — goal‑based investing, tax‑harvesting and rich portfolio tracking aimed at affluent retail users. (techcrunch.com)
  • ET Money — app‑first platform offering robo‑style recommendations, expense tools and mutual‑fund distribution. (en.wikipedia.org)
  • Scripbox — longstanding robo/advice‑led mutual‑fund platform with algorithmic portfolio building and automated rebalancing. (scripbox.com)
  • WealthDesk / WealthBaskets — B2B2C technology that lets advisors and firms create & distribute ready portfolios (“WealthBaskets”). (fintechnews.sg)

Broker / fintech firms leaning into wealth management

HNI / private‑bank wealth managers with strong tech

  • IIFL Wealth — large HNI/ultra‑HNI manager that has built AI/NLP + video‑statement and analytics capabilities to improve client engagement. (iiflwealth.com)
  • Kotak Private / Kotak Wealth — major private‑bank wealth franchise investing in tech to deliver personalised, global solutions for wealthy families. (fortuneindia.com)
  • Axis Bank — Burgundy Private (Axis) — invested in a client‑centric CRM and digital workflows (Siddhi) for private banking/wealth. (pwmnet.com)
  • Edelweiss Private Wealth / Edelweiss group — using AI, automation and cloud tools across asset management/wealth to provide personalised reporting and operational efficiency. (expresscomputer.in, nividous.com)
  • Equirus Wealth — boutique wealth manager combining advisory with an AI/analytics platform for consolidated multi‑asset reporting and scenario analysis. (thefinancialtechnologyreport.com)

Quick selection guide (how to choose)

  • If you want DIY, low fees and powerful trading/portfolio tools: check Zerodha + Smallcase, Groww, ET Money.
  • If you want algorithmic goal‑based advice with minimal handholding: Scripbox, Kuvera, WealthDesk.
  • If you’re HNI / want high‑touch advice plus tech reporting and family‑office features: IIFL Wealth, Kotak Private, Edelweiss, Equirus, Axis Burgundy.
  • Important factors to compare: regulatory licences (PMS/IFA/AMC), AUM or client segment, fee structure, whether advice is human + tech (hybrid) or purely algorithmic, product breadth (mutual funds, PMS, AIFs, alternatives), and data & security practices.

If you’d like, I can:

  • Narrow these to the top 5 for retail investors or top 5 for HNIs; or
  • Compare 3 specific firms side‑by‑side on fees, product mix and tech features.

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Rank
Brand
Topic
LLM
Sentiment
1
🥇

Koshex

47%
0%
100%
40%
Neutral
2
🥈

Groww

40%
55%
0%
65%
Neutral
3
🥉

Daulat

37%
0%
90%
20%
Neutral
4

Kuvera

35%
50%
0%
55%
Neutral
5

Scripbox

33%
50%
0%
50%
Neutral
6

Smallcase

32%
50%
0%
45%
Neutral
7

Equirus Wealth Pvt Ltd

32%
0%
95%
0%
Neutral
8

Cube Wealth

28%
0%
0%
85%
Neutral
9

Wealthzi

27%
0%
0%
80%
Neutral
10

AssetVault

27%
0%
80%
0%
Neutral
11

Equirus Wealth

25%
50%
0%
25%
Neutral
12

ETMoney

25%
0%
0%
75%
Neutral
13

Tarrakki

25%
0%
75%
0%
Neutral
14

INDmoney

23%
0%
0%
70%
Neutral
15

WealthKernel

23%
0%
70%
0%
Neutral
16

Moolaah

22%
0%
65%
0%
Neutral
17

Fisdom

20%
60%
0%
0%
Neutral
18

Zerodha

20%
60%
0%
0%
Neutral
19

Upstox

20%
0%
0%
60%
Neutral
20

Qonfido

20%
0%
60%
0%
Neutral
21

InfinityPool

18%
0%
55%
0%
Neutral
22

Rainmatter

17%
50%
0%
0%
Neutral
23

Cred

17%
50%
0%
0%
Neutral
24

ET Money

17%
50%
0%
0%
Neutral
25

WealthDesk

17%
50%
0%
0%
Neutral
26

WealthBaskets

17%
50%
0%
0%
Neutral
27

IIFL Wealth

17%
50%
0%
0%
Neutral
28

Kotak Private

17%
50%
0%
0%
Neutral
29

Axis Bank

17%
50%
0%
0%
Neutral
30

Edelweiss

17%
50%
0%
0%
Neutral
31

Finnotech

17%
0%
50%
0%
Neutral
32

ICICI Prudential Mutual Fund

15%
0%
45%
0%
Neutral
33

Axis AMC

15%
0%
45%
0%
Neutral
34

FNZ Group

15%
0%
45%
0%
Neutral
35

Envestnet

15%
0%
45%
0%
Neutral
36

Vitt.ai

12%
0%
0%
35%
Neutral
37

Alt DRX

10%
0%
0%
30%
Neutral
38

Tyke

5%
0%
0%
15%
Neutral
39

FinEdge

3%
0%
0%
10%
Neutral
40

K-Finwealth

2%
0%
0%
5%
Neutral
41

KFintech

2%
0%
0%
5%
Neutral
42

HDFC Bank

0%
0%
0%
0%
Neutral
43

ICICI

0%
0%
0%
0%
Neutral
44

Kotak

0%
0%
0%
0%
Neutral
45

SBI

0%
0%
0%
0%
Neutral
Domain
Title
LLM
URL
Groww to acquire Fisdom in a $150 million all-cash deal
Openai
How Smallcase Is Bringing The Capital Markets To The Masses - Forbes India
Openai
Zerodha
Openai
India's CRED to acquire mutual fund startup Kuvera in wealth management push | TechCrunch
Openai
ET Money
Openai
Scripbox: Best Regular & Direct Mutual Funds Investment Platform
Openai
10 Major Wealthtech Players in India - Fintech Singapore
Openai
Zerodha Fund House | smallcases
Openai
Groww to Buy Startup Fisdom in All-cash Deal, ETBrandEquity
Openai
How IIFL Wealth Management capitalized on AI for delivering portfolio statements to HNI customers | 360 ONE Wealth
Openai
Kotak Private Banking gears up to meet the global ambitions of India's wealthiest
Openai
Wealth Tech Awards 2025: Winners’ profiles - Professional Wealth Management
Openai
Revolutionising wealth management: Edelweiss Mutual Fund’s AI & tech innovations - Express Computer
Openai
Nividous pioneers elevated customer experience at Edelweiss
Openai
The Top 25 WealthTech Companies of 2025 | The Financial Technology Report.
Openai
ey.com
Gemini
elitewealth.in
Gemini
Current time information in नागपूर डिव्हिजन, IN.
Gemini
decentro.tech
Gemini
propacity.com
Gemini
ibsintelligence.com
Gemini
finedge.in
Gemini
kfintech.com
Gemini
techsciresearch.com
Gemini
pwskills.com
Gemini
wellfound.com
Perplexity
ey.com
Perplexity
thefinancialtechnologyreport.com
Perplexity
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