Bain capital acquires Perpetual wealth management
Now Bain Capital, which had also earlier been looking at Perpetual Wealth Management, is in exclusive talks to buy the Perpetual unit. Sources say it is working hard on completing a deal.
Company lists
Wealth management, mutual funds, portfolio management, investment banking, startups and more: the companies building asset management in Karnataka, with their founders, funding, team size and business models.
Funding, M&A, contract wins and launches involving 2,132 asset management companies in India, last 24 months: 140 M&A deals · 26 funding rounds · 15 launches · 12 Contracts. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.
Now Bain Capital, which had also earlier been looking at Perpetual Wealth Management, is in exclusive talks to buy the Perpetual unit. Sources say it is working hard on completing a deal.
It has informed that the Reserve Bank of India has granted approval to Mirae Asset Mutual Fund to acquire a stake of up to 9.5% in the bank's paid-up capital or voting rights.
Promoter Authum Investment & Infrastructure has acquired 3.11 lakh shares (1.3 percent) in Prataap Snacks for Rs 31.26 crore at Rs 1,004.38 per share.
Aditya Birla Capital has raised Rs 200 crore through allotment of Non-Convertible Debentures (NCDs) on private placement basis.
When a 15% stake sale to 360 One implied valuation of 3,000 crore, or about 1.1 times the embedded value (EV).
Sundaram Finance Limited has successfully completed the amalgamation of its wholly-owned subsidiary, Capitalgate Investment Advisors Private Limited (CGIA), with Sundaram Alternate…
Aditya Birla Capital Limited, has introduced ‘LeadHerShip’, a women-to-women mentorship and incubation initiative under its flagship fintech engagement platform, InFiniTe.
Edelweiss mutual fund acquired 10.8 lakh shares aggregating approximately up to Rs 50 crore
Nippon India Mutual Fund bought 5.8 lakh shares totaling up to Rs 26.7 crore
Global real estate advisory firm Savills has acquired majority stake in Hotelivate, a leading hospitality advisory firm with presence across South Asia, at an undisclosed amount.
In addition to the NCD issuance, the board also approved a scheme of amalgamation involving Piramal Finance Limited and its wholly-owned subsidiaries: Piramal Corporate Tower Private…
In addition to the NCD issuance, the board also approved a scheme of amalgamation involving Piramal Finance Limited and its wholly-owned subsidiaries: Piramal Corporate Tower Private…
The mutual fund acquired 30,00,000 shares of Wakefit Innovations through open market transactions, representing 0.91% of the company's total share capital.
Mumbai : One Point One Solutions Limited (NSE: ONEPOINT), a leading provider of technology-enabled Business Process Management (BPM) and customer experience operations, today announced…
Shares of Urban Company surged over 13 per cent on the exchanges on Wednesday after SBI Mutual Fund has acquired nearly a 4 per cent stake for Rs 632 crore.
The mutual fund acquired shares in Omnitech Engineering Limited on March 04, 2026, with the formal disclosure made on March 06, 2026.
According to exchange filings, Motilal Oswal Financial Services acquired 3.5 lakh shares of Zelio E-Mobility, representing a 1.65 percent stake, at a price of ₹280 per share.
Edelweiss Financial Services Limited, on March 2, 2026, announced a Rupees 3,500 million public issue of secured redeemable non‑convertible debentures.
The Government of Singapore and HDFC Mutual Fund acquired promoter stakes worth Rs 1,485 crore and Rs 1,100 crore, respectively, in Vishal Mega Mart through separate bulk deals on Friday.
State-owned Central Bank of India on Friday announced that it has entered into a distribution agreement with Canara Robeco Asset Management Company Ltd to offer mutual fund products to…
The disclosure, dated February 23, 2026, indicates that Invesco's aggregate holding reached 5.0273% of Global Health Limited's paid-up share capital as of the close of business hours on…
Federal Bank: The Reserve Bank of India has approved ICICI Prudential Asset Management Company, along with ICICI Bank group entities, to acquire up to a 9.95% stake in Federal Bank.
Tata Mutual Fund, Aditya Birla Sun Life MF and ICICI Prudential MF picked up shares worth Rs 50 crore, Rs 50 crore and Rs 40 crore, respectively
Kotak Mahindra Asset Management Company has rolled out an agentic, context-driven AI research platform from Pascal AI to enhance and scale its institutional investment research operations,
Ashika Group, a diversified financial services group with a strong presence across capital markets and advisory services, has announced the amalgamation of the Equity Capital Markets…
UTI Mutual Fund has launched VAANI, a voice-first, human-like AI agent designed to transform contact centre operations and enhance investor experience.
KSA’s Jada Fund of Funds Signs Agreement with Alpha Capital to Invest in Food & Beverage SMEs Growth-stage SMEs in the food and beverage sector are the target of a new agreement signed…
SBI Mutual Fund has risen its stake in United Breweries to over 5% by acquiring an extra 60,683 shares on February 1, 2026.
Mizuho Securities took a majority stake in Avendus
Groww Asset Management, backed by State Street Investment Management, and Edelweiss Asset Management have each submitted bids for PGIM India Asset Management, the unnamed sources said.
Browse asset management companies in Karnataka by reported revenue, one-year revenue growth, revenue model, age and stage. The 47 companies below are the largest by their most recent reported revenue among 47 asset management companies in Karnataka that have filed a figure in the last four years. Every figure keeps its own reporting period, so compare periods before comparing amounts.

Provider of wealth management services
Asset management₹157.20 cr in FY24-25 · net ₹37.63 cr · +311% since FY2018
Filed standalone accounts · Banyan Tree Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of investment management services
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Diversified investment management firm
Asset management₹72.25 cr in FY24-25 · net −₹1.63 cr · +359% since FY2018
Filed standalone accounts · Sprism Investment Services Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Diversified asset management firm
Asset management₹66.15 cr in FY24-25 · net ₹17.57 cr · +462% since FY2018
Filed standalone accounts · Samvitti Capital Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Wealth management firm
Asset management₹18.66 cr in FY24-25 · net ₹1.93 cr · +345% since FY2018
Filed standalone accounts · Right Horizons Financial Services Private Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Wealth management firm
Asset management₹15.83 cr in FY24-25 · net −₹1.46 cr · +187% since FY2018
Filed standalone accounts · Wealth Managers United (India) Private Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Wealth management firm
Asset management₹15.25 cr in FY23-24 · net −₹4.11 cr · +10259% since FY2020
Filed standalone accounts · True Beacon Investment Advisors Llp
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of mutual fund distributing and investment banking services
Asset management₹13.62 cr in FY24-25 · net ₹4.63 cr · +1262% since FY2019
Filed standalone accounts · Pygmalion Renaissance Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of investment advisor & financial advisors services
Asset management₹13.59 cr in FY24-25 · net ₹1.98 cr · +207% since FY2018
Filed standalone accounts · Peakalpha Investment Services Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of real estate, investment, and wealth management services
Real estate & infrastructure developers₹12.86 cr in FY24-25 · net ₹44.66 lakh · +22262% since FY2018
Filed standalone accounts · Vinra Estates & Infrastructure Private Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of mutual fund services
Asset management₹10.37 cr in FY24-25 · net −₹8.21 cr · +449% since FY2023
Filed standalone accounts · Zerodha Asset Management Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of mutual funds, fixed deposits, and real estate advisory services
Asset management₹7.22 cr in FY24-25 · net ₹3.22 cr · +4825% since FY2018
Filed standalone accounts · Dharni Capital Services Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Investment firm focusing primarily on investments in public and private companies in India
Asset management₹7.57 cr in FY21-22 · net ₹4.24 cr · -79% since FY2015
Filed standalone accounts · Westbridge Capital India Advisors Private Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Multi Family Office
Asset management₹7.96 cr in FY24-25 · net ₹2.02 cr · +5% since FY2018
Filed standalone accounts · Entrust Family Office Investment Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of wealth management services
Asset management₹7.11 cr in FY24-25 · net ₹1.45 cr · +131% since FY2018
Filed standalone accounts · Ultimate Wealth Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of wealth management services
Asset management₹7.08 cr in FY24-25 · net ₹3.03 cr · +88% since FY2018
Filed standalone accounts · Axiom Financial Services Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Diversified asset management firm
Asset management₹5.98 cr in FY23-24 · net ₹1.04 cr · +36529% since FY2017
Filed standalone accounts · Germinate Investor Services LlpEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of wealth management services
Asset management₹6.05 cr in FY24-25 · net ₹3.36 lakh · +544% since FY2018
Filed standalone accounts · Rb Wealth Insight Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Diversified asset management firm
Asset management₹5.09 cr in FY24-25 · net ₹63.82 lakh · +123% since FY2018
Filed standalone accounts · Hexagon Capital Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Diversified investment management firm
Asset management₹4.56 cr in FY24-25 · net ₹0.71 lakh · +436% since FY2021
Filed standalone accounts · Unien Capital Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Investment management firm
Asset management₹4.09 cr in FY24-25 · net ₹1.87 lakh · +442% since FY2018
Filed standalone accounts · Armstrong Capital And Financial Services Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of financial advisory services
Asset management₹3.05 cr in FY23-24 · net ₹72.35 lakh · +406% since FY2017
Filed standalone accounts · Finfirst Financial Services Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of financial planning, tax strategy, and other services
Asset management₹2.93 cr in FY24-25 · net ₹47.75 lakh · +20% since FY2018
Filed standalone accounts · Genius Financial Services Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of wealth management and investment advisory services
Asset management₹2.74 cr in FY24-25 · net ₹19.27 lakh · +1712% since FY2021
Filed standalone accounts · Stratmore Wealth Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of wealth & insurance management and financial planning services
Asset management₹2.35 cr in FY24-25 · net ₹2.78 lakh · +259% since FY2018
Filed standalone accounts · R & D Capital Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of family office, investment management and advisory services
Asset managementin FY24-25 · net · since FY2018
Filed standalone accounts · Foresight Family Office Private Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of investment management services
Asset managementin FY24-25 · net · since FY2018
Filed standalone accounts · G & C Global Consortium Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provides financial advisory, investment management, and other services
Asset managementin FY24-25 · net · since FY2018
Filed standalone accounts · Jrsca Consulting And Advisory Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Investment management firm
Asset managementin FY24-25 · net · since FY2018
Filed standalone accounts · 29K Investment Advisers Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of financial & retirement planning, consulting, and other services
Asset managementin FY24-25 · net · since FY2017
Filed standalone accounts · Simplus Wealth Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of investment & advisory management services
Asset managementin FY24-25 · net · since FY2018
Filed standalone accounts · Telos Investments & Technologies Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of financial advisory services to MSMEs and affluent clients
Asset managementin FY24-25 · net · since FY2018
Filed standalone accounts · Tiare Consilium Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of land acquisition, sales, transaction advisory, and asset management services
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Wealth management firm
Asset managementin FY24-25 · net · since FY2020
Filed standalone accounts · Addplans Services India Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provides financial advisory services
Asset managementin FY24-25 · net · since FY2018
Filed standalone accounts · Evren Asset Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of algorithm-based investment portfolios tailored to individual financial goals
Investment techin FY24-25 · net · since FY2018
Filed standalone accounts · Flameback Capital Private LimitedUS$204k across 5 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Company offers automated trading strategies for retail investors
Services for investment industry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Wealth management firm
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Investment management firm providing personal finance literacy and disciplined planning solutions
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Offering various services, including workshops, coaching, and consulting, focused on personal and professional development, wellness, and self-improvement
Asset managementin FY24-25 · net · since FY2022
Filed standalone accounts · Five Salts Private LimitedUS$3.04m across 2 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Diversified investment management firm
Asset managementin FY24-25 · net · since FY2019
Filed standalone accounts · Tkn Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of financial advisory services
Asset managementin FY24-25 · net · since FY2018
Filed standalone accounts · Wiselane Ventures Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Diversified asset management firm
Asset managementin FY24-25 · net · since FY2018
Filed standalone accounts · Smartserve Investment Services Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Diversified investment management firm
Asset managementin FY24-25 · net · since FY2018
Filed standalone accounts · Cba Capital Private Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Wealth management firm
Asset managementin FY23-24 · net · since FY2016
Filed standalone accounts · Credens Fiduciary Solutions Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of wealth management and insurance services
Asset managementin FY24-25 · net · since FY2021
Filed standalone accounts · Chris Wealth Management Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Investment management firm
Asset managementin FY24-25 · net · since FY2023
Filed standalone accounts · Her-Mony Services Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
This page shows the top 47. Radar has the complete, filterable list with contacts and live company signals.
Open asset management in Karnataka on RadarFind top asset management companies in Karnataka, from wealth management firms to mutual fund distributors and algorithmic investing platforms. You can also browse asset management startups in Karnataka and firms that are hiring.
Advisors and wealth managers who plan investments for individuals and families.

Provider of algorithm-based investment portfolios tailored to individual financial goals
Investment tech
Offering various services, including workshops, coaching, and consulting, focused on personal and professional development, wellness, and self-improvement
Asset management
Mutual fund based investment management firm
Asset management
Wealth management firm
Asset management
Wealth management firm
Asset managementFirms that distribute mutual funds, PMS and bonds or offer DIY investing tools.

Provider of mutual fund distributing and investment banking services
Asset management
Investment management firm
Asset management
Provider of algorithm-based investment portfolios tailored to individual financial goals
Investment tech
Company offers automated trading strategies for retail investors
Services for investment industry
Distributor of mutual funds, PMS/AIF, bonds, and other investment products
Asset managementManagers who run portfolios on behalf of investors and HNW clients.

Provider of portfolio management services
Asset management
Provider of wealth management services
Asset management
Provider of algorithm-based investment portfolios tailored to individual financial goals
Investment techInvestment banks and advisors for corporate finance and MSMEs.

Full-service investment bank firm
Investment banks
It offers digital chit fund services via a mobile app
Asset management
Provider of financial advisory services to MSMEs and affluent clients
Asset management
Corporate and financial advisory firm focused on multiple sectors
Investment banks
Investment management firm
Asset managementRecently founded asset management and investment firms in Karnataka.

Provider of mutual fund services
Asset management
Provider of land acquisition, sales, transaction advisory, and asset management services
Asset management
Investment management firm providing personal finance literacy and disciplined planning solutions
Asset management
Offering various services, including workshops, coaching, and consulting, focused on personal and professional development, wellness, and self-improvement
Asset management
Provider of investment management services
Asset managementAsset management firms in Karnataka with open roles.

Wealth management firm
Asset management
Provider of investment advisor & financial advisors services
Asset management
Provider of mutual fund services
Asset management
Multi Family Office
Asset management
Diversified investment management firm
Asset managementThe most-installed Android apps published by asset management companies headquartered in Karnataka — 15K installs between them. 26 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.
CIN U67190KA2011PTC058778CIN L74120KA2015PLC084050CIN U67110KA2007PTC041877CIN U66120KA2014PTC077936Revenue, profit and growth from the filed annual accounts of 41 asset management companies in Karnataka for FY24-25 — 54 of the 158 companies on this page file accounts with the Ministry of Corporate Affairs. The five largest earn 72% of the revenue, so medians describe the typical company better than totals.
41 companies filing accounts
9.9% aggregate margin
29 of 41 companies
the typical company
into FY24-25
revenue concentration
The number of companies filing changes each year; the three-year cohort below compares like with like.
Companies with accounts for all three years, so growth is not an artefact of who filed.
Companies by FY24-25 revenue. Bars show how many companies sit in each band.
40 companies with accounts for both years; median growth +24%.
The aggregate margin is pulled up by a few large filers; the median shows the typical company.
| Company | Growth | Revenue |
|---|---|---|
| Zerodha Fund HouseZERODHA ASSET MANAGEMENT PRIVATE LIMITED | +114% | ₹10.37 cr |
| Wealth Managers UnitedWEALTH MANAGERS UNITED (INDIA) PRIVATE LIMITED | +39% | ₹15.83 cr |
| Right HorizonsRIGHT HORIZONS FINANCIAL SERVICES PRIVATE LIMITED | +32% | ₹18.66 cr |
| Banyan Tree AdvisorsBANYAN TREE ADVISORS PRIVATE LIMITED | +32% | ₹157.20 cr |
| Vinra GroupVINRA ESTATES & INFRASTRUCTURE PRIVATE LIMITED | +12% | ₹12.86 cr |
| BugleRockBUGLEROCK CAPITAL PRIVATE LIMITED | ₹48.05 cr |
| Company | Margin | Revenue |
|---|---|---|
| Pygmalion WealthPYGMALION RENAISSANCE PRIVATE LIMITED | 34.0% | ₹13.62 cr |
| Samvitti CapitalSAMVITTI CAPITAL PRIVATE LIMITED | 26.6% | ₹66.15 cr |
| Banyan Tree AdvisorsBANYAN TREE ADVISORS PRIVATE LIMITED | 23.9% | ₹157.20 cr |
| Peak Alpha InvestmentsPEAKALPHA INVESTMENT SERVICES PRIVATE LIMITED | 14.6% | ₹13.59 cr |
| Right HorizonsRIGHT HORIZONS FINANCIAL SERVICES PRIVATE LIMITED | 10.3% | ₹18.66 cr |
| BugleRockBUGLEROCK CAPITAL PRIVATE LIMITED | 9.4% | ₹48.05 cr |
| Sub-sector | Companies | Revenue | Median revenue | Profitable | Margin |
|---|---|---|---|---|---|
| Asset management | 38 | ₹488.84 cr | ~₹2.6 cr | 71% | 10.2% |
| Company · legal entity | Revenue | Net result | Margin | Growth |
|---|---|---|---|---|
| Banyan Tree AdvisorsBANYAN TREE ADVISORS PRIVATE LIMITED | ₹157.20 cr | ₹37.63 cr | 23.9% | +32% |
| SPRISMSPRISM INVESTMENT SERVICES PRIVATE LIMITED | ₹72.25 cr | −₹1.63 cr | -2.3% | -13% |
| Samvitti CapitalSAMVITTI CAPITAL PRIVATE LIMITED | ₹66.15 cr | ₹17.57 cr | 26.6% | -2% |
| BugleRockBUGLEROCK CAPITAL PRIVATE LIMITED | ₹48.05 cr | 9.4% | ||
| Right HorizonsRIGHT HORIZONS FINANCIAL SERVICES PRIVATE LIMITED | ₹18.66 cr | ₹1.93 cr | 10.3% | +32% |
| Wealth Managers UnitedWEALTH MANAGERS UNITED (INDIA) PRIVATE LIMITED | ₹15.83 cr | −₹1.46 cr | -9.2% | +39% |
| Pygmalion WealthPYGMALION RENAISSANCE PRIVATE LIMITED | ₹13.62 cr | ₹4.63 cr | 34.0% | +0% |
| Peak Alpha InvestmentsPEAKALPHA INVESTMENT SERVICES PRIVATE LIMITED | ₹13.59 cr | ₹1.98 cr | 14.6% | +0% |
| Vinra GroupVINRA ESTATES & INFRASTRUCTURE PRIVATE LIMITED | ₹12.86 cr | ₹44.66 lakh | 3.5% | +12% |
| Zerodha Fund HouseZERODHA ASSET MANAGEMENT PRIVATE LIMITED | ₹10.37 cr | −₹8.21 cr | -79.2% | +114% |
Standalone annual accounts filed with the Ministry of Corporate Affairs. Brands that share one legal entity are shown together and counted once.
The figures on this page come from Fliar’s company, funding and MCA filings data. Use it through the Investor Intelligence API and MCA financials feeds, or explore every company, filing and investor in Radar.
97 recorded equity rounds have gone to 2,132 asset management companies in India — how much, at which stage, into which sub-sectors, from whom, and how Karnataka compares. Debt, IPO and grant rounds are excluded.
US$78.65m
US$210.14m
52 rounds in India
last 24 months
Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2025, with US$156.48m across 12 rounds.
Equity rounds over the last five years, 179 asset management companies in Karnataka among 2,132 in India.
Each deal appears in the events strip at the top of the page.
4 asset management companies in Karnataka have recorded equity funding, US$9.28m in total. Totals and round dates describe the historical record; they are not current valuations.
Largest recorded equity totals, with the latest recorded round.
Asset managementMulti Family Office
Asset managementOffering various services, including workshops, coaching, and consulting, focused on personal and professional development, wellness, and self-improvement

Asset managementDiversified investment management firm
Investment techProvider of algorithm-based investment portfolios tailored to individual financial goals
₹7.96 cr in FY24-25 · net ₹2.02 cr · +5% since FY2018
Filed standalone accounts · Entrust Family Office Investment Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
in FY24-25 · net · since FY2022
Filed standalone accounts · Five Salts Private LimitedUS$3.04m across 2 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
in FY24-25 · net · since FY2019
Filed standalone accounts · Tkn Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
in FY24-25 · net · since FY2018
Filed standalone accounts · Flameback Capital Private LimitedUS$204k across 5 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Meet the people behind asset management companies in Karnataka. 46 of 158 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Asset management companies in Karnataka with the highest one-year revenue growth among those reporting at least ₹5 crore in revenue. Growth is the reported one-year change for the period shown.
Asset managementWealth management firm

Asset managementProvider of mutual fund services
Founders
Details not available
Asset managementProvider of wealth management services
Founders
Details not available
Asset managementWealth management firm

Asset managementWealth management firm

Asset managementProvider of wealth management services
Asset managementInvestment firm focusing primarily on investments in public and private companies in India

Asset managementDiversified asset management firm
Founders
Details not available
Asset managementMulti Family Office
Asset managementDiversified asset management firm
Founders
Details not available
Asset managementProvider of wealth management services
Founders
Details not available
Asset managementProvider of wealth management services
₹15.25 cr in FY23-24 · net −₹4.11 cr · +10259% since FY2020
Filed standalone accounts · True Beacon Investment Advisors Llp
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹10.37 cr in FY24-25 · net −₹8.21 cr · +449% since FY2023
Filed standalone accounts · Zerodha Asset Management Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹6.05 cr in FY24-25 · net ₹3.36 lakh · +544% since FY2018
Filed standalone accounts · Rb Wealth Insight Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹18.66 cr in FY24-25 · net ₹1.93 cr · +345% since FY2018
Filed standalone accounts · Right Horizons Financial Services Private Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹15.83 cr in FY24-25 · net −₹1.46 cr · +187% since FY2018
Filed standalone accounts · Wealth Managers United (India) Private Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹157.20 cr in FY24-25 · net ₹37.63 cr · +311% since FY2018
Filed standalone accounts · Banyan Tree Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹7.57 cr in FY21-22 · net ₹4.24 cr · -79% since FY2015
Filed standalone accounts · Westbridge Capital India Advisors Private Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹5.98 cr in FY23-24 · net ₹1.04 cr · +36529% since FY2017
Filed standalone accounts · Germinate Investor Services LlpEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹7.96 cr in FY24-25 · net ₹2.02 cr · +5% since FY2018
Filed standalone accounts · Entrust Family Office Investment Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹5.09 cr in FY24-25 · net ₹63.82 lakh · +123% since FY2018
Filed standalone accounts · Hexagon Capital Advisors Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹7.08 cr in FY24-25 · net ₹3.03 cr · +88% since FY2018
Filed standalone accounts · Axiom Financial Services Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹7.11 cr in FY24-25 · net ₹1.45 cr · +131% since FY2018
Filed standalone accounts · Ultimate Wealth Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Asset management companies in Karnataka with at least one woman on the founding team. Expand a profile to meet the founders; teams can include both women and men.
Asset managementOffering various services, including workshops, coaching, and consulting, focused on personal and professional development, wellness, and self-improvement

Asset managementWealth management firm
Asset managementWealth management firm

Asset managementWealth management firm
Founders
Details not available
Asset managementProvider of financial planning and wealth management services
Brokers and dealersProvider of loan brokerage, mutual fund, financial advisory and other services

Asset managementMutual fund based investment management firm

Asset managementInvestment and advisory firm specializing in fundraising, mergers & acquisitions, and real asset management
in FY24-25 · net · since FY2022
Filed standalone accounts · Five Salts Private LimitedUS$3.04m across 2 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
₹15.83 cr in FY24-25 · net −₹1.46 cr · +187% since FY2018
Filed standalone accounts · Wealth Managers United (India) Private Limited
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
in FY23-24 · net · since FY2016
Filed standalone accounts · Credens Fiduciary Solutions Private LimitedEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.


Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Asset management companies in Karnataka founded in the last four years, newest first.
Provider of investment management solutions for pre-seed and seed stage companies

Provider of financial security planning, insurance, savings, and retirement strategies
Founders
Details not available
Asset managementProvider of investment and wealth management services

Asset managementIt offers digital chit fund services via a mobile app

Provider of financial services and expert advice to support individual and corporate financial success
Asset managementFinancial solutions provider in India, offering personalized advisory services and wealth management
Founders
Details not available
Asset managementProvider of mutual fund investment services
Founders
Details not available
Asset managementProvider of investment management and financial advisory services
Founders
Details not available
Provider of investment management services
Founders
Details not available
Asset managementProvider of investment management services

Asset managementDistributor of mutual funds, PMS/AIF, bonds, and other investment products

Asset managementProvider of investment management services
Founders
Details not available

Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
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