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top robo-advisory platforms for high-net-worth individuals in India

Prompt

Last updated 3rd September 2025

Domain count
decentro.tech
13
tracxn.com
10
groww.in
9
Citations count
27
14
8
5
Brands Discovered
30
20
9
9

Original answer

Here are top robo-advisory / wealth‑tech platforms in India that are commonly used by high‑net‑worth individuals (HNIs) or that offer HNI/hybrid wealth services — with why they’re relevant to HNIs and sources you can check.

Top picks

  • Dezerv — Tech‑led wealth manager that combines model/active strategies, PMS/AIF access and dedicated RM-style servicing; has rapidly grown AUM and explicitly serves HNI clients. (dezerv.in, moneycontrol.com)
  • IndWealth (IndWealth) — launched as a wealth‑tech platform targeting higher‑income/HNI customers with tax analytics, cash‑flow planning and dedicated financial counsellors. (economictimes.indiatimes.com)
  • Fisdom Private Wealth — Fisdom expanded into a private‑wealth arm offering PMS, AIFs and other HNI‑grade products on a tech platform + relationship support. (thehindubusinessline.com)
  • Kuvera — direct mutual‑fund platform with goal/family‑account tools, tax‑harvesting and features attractive to affluent investors (now part of CRED); good for tax‑efficient direct MF and family consolidation. (kuvera.in, techcrunch.com)
  • Fintso — a digital advisor/wealth‑platform that powers independent advisors and RIAs with multi‑product capability (PMS, global investments, white‑label apps) — useful if you want advisor + tech for HNI servicing. (fintso.com, fintso.com)
  • Scripbox — long‑standing goal‑based robo advisor with automated portfolio construction and rebalancing; good for disciplined wealth planning (more retail‑to‑affluent). (scripbox.com)
  • 360 ONE (IIFL Wealth / 360 ONE WAM) — large, established private‑wealth group with tech initiatives (AI/video reporting, portfolio services) and full family‑office/PMS/AIF capability — a true hybrid (human + tech) for HNIs. (iiflwealth.com, en.wikipedia.org)
  • Clearfunds / FundsIndia and similar wealthtechs — automated direct‑MF robo portfolios and “smart portfolios” that can suit part of an HNI’s allocation (best as a component, not full family‑office). (inc42-dev.thed2csummit.co, inventiva.co.in)

Quick selection checklist (what HNIs should compare)

  • Access to institutional/HNI products: PMS, AIFs, alternate assets and international (important for HNI diversification).
  • Service model: pure robo (fully automated) vs hybrid (automated + dedicated RM / family‑office support).
  • Minimums & regulatory status: PMS/AIF require SEBI registration and often have minimum investment thresholds; check the platform’s SEBI registration and PMS/AIF disclosures. (SEBI rules set registration, net‑worth and disclosure requirements for portfolio managers / RIAs). (taxguru.in, abcaus.in)
  • Fees, performance reporting & conflict‑of‑interest disclosures (look for SEBI disclosure documents for PMSs). (taxguru.in)
  • Operational reliability & customer support (HNI portfolios need fast, accurate execution and human escalation).
  • Custody, reporting and estate/family‑office features (consolidation across accounts, tax reporting, succession planning).

If you want, I can:

  • produce a one‑page comparison (minimums, fee structure, PMS/AUM availability, international access, contact/RM) for any 3–5 of the platforms above, or
  • recommend which type of platform (pure robo vs hybrid private‑wealth provider) tends to fit different HNI profiles (single‑family, multi‑family office, entrepreneur with international exposures).

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Rank
Brand
Topic
LLM
Sentiment
1
🥇

INDWealth

82%
60%
100%
85%
Neutral
2
🥈

Scripbox

67%
60%
70%
70%
Neutral
3
🥉

Fisdom

52%
60%
95%
0%
Neutral
4

ET Money

42%
0%
60%
65%
Neutral
5

Kuvera

37%
60%
0%
50%
Neutral
6

FundsIndia

35%
60%
0%
45%
Neutral
7

Equirus Wealth

30%
0%
0%
90%
Neutral
8

Angel Broking ARQ

30%
0%
90%
0%
Neutral
9

Cube Wealth

27%
0%
0%
80%
Neutral
10

Sharekhan NEO

22%
0%
65%
0%
Neutral
11

Dezerv

20%
60%
0%
0%
Neutral
12

Cred

20%
60%
0%
0%
Neutral
13

Fintso

20%
60%
0%
0%
Neutral
14

360 ONE

20%
60%
0%
0%
Neutral
15

IIFL Wealth

20%
60%
0%
0%
Neutral
16

Clearfunds

20%
60%
0%
0%
Neutral
17

Inc42

20%
60%
0%
0%
Neutral
18

Inventiva

20%
60%
0%
0%
Neutral
19

TaxGuru

20%
60%
0%
0%
Neutral
20

ABCAUS

20%
60%
0%
0%
Neutral
21

Wikipedia

20%
60%
0%
0%
Neutral
22

TechCrunch

20%
60%
0%
0%
Neutral
23

Moneycontrol

20%
60%
0%
0%
Neutral
24

Economic Times

20%
60%
0%
0%
Neutral
25

The Hindu Business Line

20%
60%
0%
0%
Neutral
26

Groww

20%
0%
0%
60%
Neutral
27

Zerodha

18%
0%
0%
55%
Neutral
28

Arthayantra

18%
0%
55%
0%
Neutral
29

BigDecisions

17%
0%
50%
0%
Neutral
30

5Paisa Auto Investor

15%
0%
45%
0%
Neutral
Domain
Title
LLM
URL
Dezerv surpasses INR 10,000 Crore in Assets Under Management; Targets INR 25,000 Crore by Dec 2025  - Dezerv
Openai
Dezerv surpasses Rs 10,000 crore in AUM; targets Rs 25,000 crore by December 2025
Openai
Ibibo founder Ashish Kashyap is back in business with IndWealth App - The Economic Times
Openai
Fisdom forays into tech-led HNI wealth space - The Hindu BusinessLine
Openai
Kuvera - Invest in Mutual Funds, Fixed Deposits , Stocks and more
Openai
India's CRED to acquire mutual fund startup Kuvera in wealth management push | TechCrunch
Openai
Fintso - Integrated Digital Wealth Platform for Modern Financial Advisors
Openai
Scripbox: Best Regular & Direct Mutual Funds Investment Platform
Openai
How IIFL Wealth Management capitalized on AI for delivering portfolio statements to HNI customers | 360 ONE Wealth
Openai
360 One WAM
Openai
6 Wealth Management Platforms Transforming How Indians Invest
Openai
Top 10 Best Wealthtech Companies In India 2024 - Inventiva
Openai
SEBI (Portfolio Managers) Regulations, 2020
Openai
Frequently Asked Questions FAQs on Portfolio Managers by SEBI
Openai
thed2csummit.co
Gemini
business-standard.com
Gemini
indiainfoline.com
Gemini
iiflcapital.com
Gemini
livemint.com
Gemini
accenture.com
Gemini
decentro.tech
Gemini
uja.in
Gemini
fisdom.com
Perplexity
shoutmetech.com
Perplexity
loansjagat.com
Perplexity
angelone.in
Perplexity
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