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Top Wealth Management Companies in Mumbai for Wealthy Families & Entrepreneurs

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Personalized wealth strategies, estate planning, and multi-generational advisory for UHNWIs, HNIs, and NRI families.

Why Wealth Management in Mumbai Matters

As India’s financial capital, Mumbai is home to the country’s largest concentration of ultra-high-net-worth families, entrepreneurs, and global wealth creators. From Nariman Point to BKC, the city has become the hub for financial innovation, private equity, and next-generation family businesses.

But with prosperity comes complexity. UHNWIs in Mumbai face challenges ranging from succession planning and tax optimization to cross-border wealth structuring and real estate governance. This is where wealth management companies in Mumbai step in — offering clarity, continuity, and strategy.

Not all firms, however, deliver the independence or discretion required at this level. Families increasingly prefer boutique, conflict-free advisors who understand not just wealth, but legacy, values, and long-term family harmony.

Entrust Family Office stands among the most trusted partners for Mumbai’s UHNWIs and NRIs — combining independence, governance, and senior-led expertise.

What Defines the Best Wealth Management Companies in Mumbai?

The top wealth management companies in Mumbai share a set of defining characteristics that distinguish them from traditional financial advisors:

  • Independence from product commissions — ensuring unbiased, conflict-free advice.
  • Discretion & confidentiality — protecting sensitive financial and family information.
  • Multi-disciplinary expertise — combining finance, law, estate, and business strategy.
  • Senior-advisor-led engagement — every relationship guided by seasoned experts.
  • Focus on continuity & governance — building structures that endure across generations.

Key Services Offered by Top Wealth Management Companies in Mumbai

For UHNWIs, wealth management must go far beyond investment advice. The best firms in Mumbai provide structured strategies that integrate estate, business, and real estate with financial planning.

Investment Advisory & Asset Allocation

  • Conflict-free frameworks aligned with risk appetite, liquidity, and family goals.
  • Diversification across equities, fixed income, private equity, and alternates.
  • Rigorous due diligence, continuous monitoring, and reporting across cycles.

Family Office Services

  • Support for both single family office setups (above INR 2000 crores) and multi-family office models (INR 50–2000 crores).
  • Governance frameworks, consolidated reporting, and oversight as a family’s financial headquarters.

Succession & Estate Planning

  • Drafting wills, private or charitable trusts, and family constitutions.
  • Structuring wealth transfers to minimize disputes and ensure legal compliance.
  • Designing governance models for smooth intergenerational continuity.

Business Advisory

  • Support for promoters and entrepreneurs in governance, liquidity events, valuations, and restructuring.
  • Ensures that wealth tied to businesses remains sustainable during leadership transitions.

Real Estate Portfolio Management

  • Portfolio audits, due diligence, acquisitions, divestment strategies, and property governance.
  • Helps families align real estate with liquidity needs and long-term legacy goals.

While these are the core pillars of wealth management, Entrust also offers independent family office services such as philanthropy and concierge support, allowing families to manage wealth and lifestyle seamlessly under one roof.

Why Entrust Family Office is Among the Top Wealth Management Companies in Mumbai

Entrust’s client-first approach makes it one of the most respected wealth management companies in Mumbai:

  • Independence & Objectivity – transparent, fee-only model, no product bias.
  • Senior-Led Advisory – relationships handled by experts with decades of multi-disciplinary experience.
  • Multi-Generational Focus – succession planning, trust structures, and family constitutions that preserve harmony.
  • Global-Local Bridge for NRIs – expertise in cross-border estate planning, tax optimization, and overseas asset integration.
  • Holistic Framework – integrating investments, estate, business, and real estate under a unified model.

Checklist: How to Choose the Best Wealth Management Company in Mumbai

UHNWIs and business families should ask:

  • Is the advice independent or linked to product sales?
  • Do they provide estate, succession, and tax planning in addition to investments?
  • Will senior advisors lead the relationship?
  • Do they serve UHNWIs with discretion?
  • Can they integrate real estate and business governance into wealth structures?

Entrust Family Office checks all of these boxes.

Recognitions & Awards

Entrust Family Office has been recognized for excellence among the best wealth management firms in India:

  • Family Office of the Year – AISL Edition II Summit 2024 (Grant Thornton Bharat & CEO Club India).
  • Best Family Office – Nilekani Family Office – Family Office Excellence Awards 2024 (India Sotheby’s International Realty, CNBC TV18 & Grant Thornton Bharat).

These awards reinforce Entrust’s reputation for credibility, independence, and client-first philosophy.

Conclusion: Secure Your Legacy with the Top Wealth Management Company in Mumbai

For UHNWIs and NRIs, Entrust Family Office is more than a wealth advisor — it is a trusted partner for clarity, independence, and long-term legacy. Recognized among the best wealth management firms in India, Entrust continues to guide India’s wealthiest families with discretion and trust.

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Frequently Asked Questions

1. Who are the top wealth management companies in Mumbai for UHNWIs?

Entrust Family Office ranks among the most trusted, alongside other reputed firms. Its independence, discretion, and senior-led model distinguish it in Mumbai’s competitive market.

2. What services do the best wealth management companies in Mumbai provide?

They offer investment advisory, estate planning, succession structures, business advisory, and real estate portfolio management. Entrust integrates these into a unified framework.

3. Where can wealthy families find trusted wealth management advisors in Mumbai?

Entrust Family Office, headquartered in Bangalore with a strong Mumbai presence, serves UHNWIs across both hubs — recognized among leading wealth management companies in Bangalore and Mumbai.

4. When should business families hire a wealth management company in Mumbai?

Engaging early — before succession, liquidity events, or cross-border structuring — ensures smoother transitions and continuity.

5. Why choose Entrust Family Office over other wealth management companies in Mumbai?

Because Entrust operates on a conflict-free model, led by seasoned advisors, with proven trust from India’s most successful families.

6. How does Entrust Family Office help with succession and estate planning in Mumbai?

By creating wills, trusts, and family constitutions while ensuring compliance with Indian laws and sensitive family dynamics.

7. Who needs wealth management companies in Mumbai the most — HNIs or NRIs?

Both. HNIs need structured wealth frameworks; NRIs require global-local integration of Indian and overseas assets.

8. What makes Entrust Family Office one of the top wealth management companies in Mumbai?

Its independence, trust of Forbes 100 families, and multi-disciplinary expertise make it one of the best wealth management firms in India.

9. Will wealth management companies in Mumbai help with real estate portfolio management?

Yes. Entrust goes beyond maintenance to provide audits, acquisitions, divestments, and governance — integrating property into broader wealth plans.

10. How to select the best wealth management company in Mumbai for multi-generational planning?

Look for firms with independence, succession expertise, and governance frameworks. Entrust provides all three, ensuring continuity across generations.

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Nandan Nilekani has been a client of Entrust from its inception in the year 2013. Given the potential India presents itself in the financial services sector, he is very graciously mentoring the Entrust Group as it looks to scale up......

Nandan Nilekani

Co-Founder and Non- Executive Chairman of Infosys & Founding Chairman of the Unique Identification Authority of India.

First client of Entrust Family Office since 2013

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"My relationship with Entrust goes back even before the company was launched. I knew Rajmohan, the other founders, and the team at Entrust when they set out on their journey of providing unbiased, customer centric, transparent..."

N R K Raman

Advisor - Business and Technology Strategy; Angel Investor and formerly MD & CEO of Oracle Financial Services S/w (i-flex solutions).

Client of Entrust since 2013

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"Reaching the age of 65 is a momentous occasion. Living in the US, this is the time when most people retire. It is a milestone, at which time people start to draw on their social security and are eligible for Medicare....."

Arjun Reddy

US NRI and Client of Entrust since 2019

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"The essence of wealth management is trust. The wealth manager ought to be a trustee for the client. The true test of a wealth manager’s brand equity is the degree to which the client is willing to repose near blind trust....."

K.Vaidyanath

Ex- Executive Director of ITC and client of Entrust since 2019

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"My family and I met up with Rajmohan and Sreepriya a few years back just to understand their business model, I was looking for someone trust worthy to handle my affairs, but my experience with them proved that along with trust..."

Prashanth Prakash

Founding Partner - Accel Partners India

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"Rajmohan was introduced to us by one of our friends to handle our personal investments. Over time, we understood Entrust has deep expertise in the area of real estate, which was of interest. Their tailored strategies for building..."

Shri. Jayadeep K R Reddy

Pro chancellor, CMR University
CEO - CMR Group of Institutions

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"Entrust Family Office's dedicated team efficiently addresses the complexities of financial management for UHNIs. Their seamless support in collating investment reports, bank statements and insurance renewals, along with their interface..."

Shankar Maruwada

Co-founder and CEO at Ekstep Foundation

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"My family joins me in expressing our sincere gratitude for your support, encouragement, and efforts to register a trust in the name of our daughter.It has been an important and key milestone in our life. We are glad you have been part of this journey...."

Mr. Kannan Hariharan

Change Partner,Leadership Et'Humanite'(LEH) LLC

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