Search For "wealth management firm"
Client Associates - Private Wealth Management Firm, Forays into Northeast
Updated : 1 year, 9 months ago IST
New Delhi [India], August 17: Client Associates (CA), India's largest Multi Family Office and Private Wealth Management firm, proudly announces its expansion into the Northeastern part of India with the inauguration of a new Regional Centre in Guwahati. This strategic move marks a signifi
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Intelli360 Asset Pvt Ltd Receives Prestigious National Association for Per
Updated : 2 years, 6 months ago IST
New Delhi [India], December 2: Intelli360 Asset Pvt Ltd proudly announces receiving the esteemed National Association for Personal Finance Professionals (NAPFP) Inspiring Leader Award. This accolade, presented annually, celebrates NAPFP members who have demonstrated exceptional commitment an
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Julius Baer India relocates to state-of-the-art office in New Delhi, reinf
Updated : 2 years, 10 months ago IST
New Delhi [India], July 19: Julius Baer, the largest foreign wealth management firm in India, is proud to announce its move to a new office at Worldmark 2, Aerocity in New Delhi. This milestone underscores the firm's five-year transformation strategy, announced in August 2022, which entails
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Sinhasi Consultants Initiates a first-of-its-kind Social Investment Platfo
Updated : 2 years, 10 months ago IST
Bangalore (Karnataka) [India], July 15: Sinhasi Consultants, a boutique wealth management firm exclusively serving high net-worth individuals across India through a choice of personalised holistic wealth management services or distribution services, has initiated the SINHASI Social Impact In
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Epsilon Money and Arth Foundation join hands to provide wealth creation so
Updated : 3 years ago IST
Mumbai (Maharashtra) [India], May 17 (ANI/PNN): Arth Foundation, a non-profit organization that assists underserved micro entrepreneurs with financial empowerment through livelihood support and financial literacy programs; and Epsilon Money, a new age wealth management firm, dedicated to pro
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LGT Wealth India and Asset Vantage collaborate to deliver a Full Stack Dig
Updated : 3 years, 1 month ago IST
Mumbai (Maharashtra) [India], April 19 (ANI/BusinessWire India): LGT Wealth India, a private wealth management firm and part of the LGT Group, has partnered with Asset Vantage (AV) to provide a unique and a first-of-its-kind Full Stack Digital Family Office and Portfolio Analytics Solution u
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Broking Firm BP Wealth launches its B2C retail offering 'Stoxbox,' India's
Updated : 4 years ago IST
Mumbai (Maharashtra) [India], May 16 (ANI/PRNewswire): BP Wealth, one of India's largest wealth management firm, has entered the B2C retail digital broking industry with Stoxbox. Stoxbox was built with the Indian market in mind, as well as to make investing easier for individual investors. T
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Britney Spears' co-conservator wealth management firm files to resign
Updated : 4 years, 11 months ago IST
Washington [US], July 2 (ANI): The financial institution- Bessemer Trust that was appointed by the judge to become co-conservator of Britney Spears' and work with her father Jamie has filed to resign from the arrangement.
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PAG Group invests Rs 2,366 cr in Edelweiss Wealth Management
Updated : 5 years, 2 months ago IST
Mumbai (Maharashtra) [India], March 25 (ANI): Wealth management firm PAG Group has invested Rs 2,366 crore to acquire controlling stake in Edelweiss Wealth Management.
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UniAcco, international student accommodation platform, raises USD 1 millio
Updated : 6 years, 4 months ago IST
Mumbai (Maharashtra) [India], Jan 6 (ANI/NewsVoir): With a long term aim to disrupt student accommodation space in India, UniAcco raises seed funding from Adventum Offshore, an investment and wealth management firm.
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IIFL Wealth Management, American Express partner to curate a premium offer
Updated : 7 years, 6 months ago IST
Mumbai [India], Nov 19 (ANI-BusinessWireIndia): IIFL Wealth Management Limited (IIFL WM), one of the India's fastest growing wealth management firms, has partnered with American Express, the world's largest card issuer by purchase volume, to distribute American Express Platinum Cards to meet
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