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List of Wealth Management Stocks in India (2025)

Wealth management stocks belong to firms offering investment advisory, portfolio management, and financial planning services. They benefit from rising disposable incomes, increasing financial awareness, and growing demand for structured investment solutions in India.

Top Wealth Management Stocks in 2025

Wealth Management Stock Screener

Wealth Management Stock Screener: Analyse & Filter Indian Stocks on Tickertape

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Showing 1 - 8 of 8 results

last updated at 6:30 AM IST 
NameStocks (8)↓↓Sub-SectorSub-Sector↓↓Market CapMarket Cap↓↓Close PriceClose Price↓↓PE RatioPE Ratio↓↓1D Return1D Return↓↓1M Return1M Return↓↓6M Return6M Return↓↓1Y Return1Y Return↓↓PB RatioPB Ratio↓↓Return on EquityReturn on Equity↓↓ROCEROCE↓↓Dividend YieldDiv Yield↓↓Debt to EquityDebt to Equity↓↓Volatility vs NiftyVolatility vs Nifty↓
1.HDFC Asset Management Company LtdHDFCAMCAsset ManagementAsset Management1,11,197.451,11,197.452,596.002,596.0045.2045.20-0.01-0.01-4.21-4.219.559.5519.0119.0113.6813.6832.3632.3639.3939.391.731.730.000.002.202.20
2.Nippon Life India Asset Management LtdNAM-INDIAAsset ManagementAsset Management52,271.6352,271.63833.85833.8540.6340.631.611.61-6.24-6.2411.5711.5717.8317.8312.4112.4131.3931.3938.3238.322.192.190.020.023.133.13
3.Aditya Birla Sun Life AMC LtdABSLAMCAsset ManagementAsset Management20,877.9920,877.99727.50727.5022.4322.430.600.60-5.96-5.96-4.48-4.48-14.31-14.315.605.6026.9926.9932.1132.113.323.320.020.022.582.58
4.UTI Asset Management Company LtdUTIAMCAsset ManagementAsset Management14,517.8014,517.801,144.201,144.2019.8519.851.131.13-8.48-8.48-0.95-0.95-12.33-12.332.812.8114.4414.4420.1220.124.234.230.000.002.832.83
5.Shriram Asset Management Co LtdSRAMSETAsset ManagementAsset Management686.36686.36395.00395.00-41.52-41.52-2.58-2.585.115.11-28.44-28.44-31.51-31.5110.8910.89-23.52-23.52-25.92-25.92--0.000.003.903.90
6.Escorp Asset Management LtdESCORPAsset ManagementAsset Management176.75176.75151.05151.0510.8510.85-5.00-5.00-11.59-11.5938.9638.96157.11157.112.652.6528.0828.0827.5327.53--0.000.004.734.73
7.Dharni Capital Services LtdDHARNISpecialized FinanceSpecialized Finance120.18120.1859.0559.0531.2231.220.080.081.721.7210.7910.7930.6430.645.685.6820.0220.0222.0422.04--0.100.103.273.27
8.Vedant Asset LtdVEDANTASSETSpecialized FinanceSpecialized Finance13.7013.7049.6049.6062.2662.260.000.003.333.33-0.52-0.52-66.07-66.072.432.433.983.985.935.93--0.000.005.185.18
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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Selection criteria: Wealth Management Stocks, based on publicly available information and is sorted by market cap.

What Are Wealth Management Stocks?

Wealth management stocks are shares in firms providing tailored financial planning, investment advice, portfolio construction, and wealth preservation services to affluent clients. This includes AMCs (Asset Management Companies), private wealth firms, and banks offering advisory-led financial solutions to high-net-worth and institutional clientele.

Overview of the Top Wealth Management Stocks

HDFC Asset Management Company Ltd

HDFC AMC is one of India’s largest mutual fund houses, offering a wide range of equity, debt, and hybrid schemes. Backed by HDFC, it serves individual and institutional investors across India through a robust distribution network and digital platforms, emphasising consistent performance and long-term wealth creation.

Nippon Life India Asset Management Ltd

Nippon Life India AMC, formerly Reliance Mutual Fund, is among India’s top asset managers. A subsidiary of Japan’s Nippon Life, it offers mutual funds, portfolio management, and retirement solutions. With strong retail reach and innovative products, it focuses on disciplined investment practices and investor education.

Aditya Birla Sun Life Amc Ltd

Aditya Birla Sun Life AMC, a joint venture between Aditya Birla Capital and Sun Life Financial, is a prominent mutual fund manager in India. It provides a broad suite of investment options, including equity, debt, and liquid funds, serving retail and institutional clients through an extensive multi-channel distribution network.

UTI Asset Management Company Ltd

UTI AMC is one of India’s oldest and most trusted mutual fund houses. With a strong legacy in public sector investment, it offers a comprehensive range of mutual funds and PMS solutions. UTI focuses on investor-centric strategies, supported by robust research, experienced fund managers, and wide national presence.

Shriram Asset Management Co Ltd

Shriram Asset Management, part of the Shriram Group, offers mutual fund products focused on equity and hybrid schemes. Though smaller in scale, it emphasises disciplined value investing and long-term capital growth. The company targets retail and high-net-worth investors, leveraging the group’s strong presence in the financial services ecosystem.

Market Size of India’s Wealth Management Sector

India’s wealth under management is set to triple to more than $ 850 bn over the next five years. This surge will come from rapid wealth creation, a fresh wave of IPOs, and growing financial inclusion. Moreover, major global institutions are expanding to capture this rising demand. HSBC plans to double its branches in India, and UBS is building strategic partnerships. These moves show strong demand from India’s growing elite segment.

How to Invest in Wealth Management Stocks?

Investing in wealth management stocks using Tickertape is a straightforward process. Tickertape is a powerful stock analysis and screening tool that helps you make informed investment decisions. Here’s how you can use Tickertape to invest in wealth management stocks:

  1. Sign Up and Log In: You can create an account on the Tickertape or log in if you already have one.
    2. 

  2. Search for Wealth Management Stocks: Go to Tickertape Stock Screener and search for wealth management stocks.
    3. 

  3. Use Filters: You can apply over 200 filters to get stocks sorted based on criteria like market cap, P/E ratio, or dividend yield. You can create your own custom filter if your preferred parameters are not available. This can help you narrow down the top wealth management stocks in India.
    4. 

  4. Analyse Stock Data: Tickertape provides comprehensive data on each stock, including financials, performance metrics, future projections, red flags, and more. You can review this data to assess each company’s health and potential in depth.
    5. 

  5. Add to Watchlist: You may keep track of potential investments by adding them to your watchlist.
    6. 

  6. Invest Through Your Broker: Once you’ve identified wealth management stocks that align with your investment thesis, you can place a buy order through your brokerage account linked to Tickertape.
    7. 


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Advantages of Investing in Wealth Management Stocks

Fee-Based Revenue Stability

Income tied to Assets Under Management (AUM) provides steady earnings for wealth firms, even when markets turn volatile.

Scalable, Low-Capex Model

Asset management companies and wealth firms can grow with minimal additional infrastructure costs, which improves operating margins.

Capturing Financial Deepening

Rising SIP flows and increased market participation from investors continue to drive AUM growth and demand for advisory services.

Global and Local Tailwinds

Global banks, including HSBC and UBS, are expanding in India to tap into growing wealth. Domestic firms gain from increased demand from new millionaires.

Market Leader Positioning

Top players like HDFC AMC, ICICI Prudential AMC, and SBI Funds earn trust through their strong brands and broad distribution networks, fueling continued growth.

Risks of Investing in Wealth Management Stocks

Market Dependency

Company AUM and revenues fall when markets drop or investors redeem funds, making growth sensitive to market cycles.

Regulatory Vulnerability

These firms operate under strict SEBI regulations, and rule changes can affect their products and profit margins.

Competition Intensifies

Domestic and international competitors all pursue affluent clients, which can reduce margins.

Reputation and Compliance Risks

Events like tax searches, such as with Nuvama Wealth (a spin-off of Edelweiss), show that companies may face reputational trouble.

Consolidation Pressures

Companies without scale or modern technology may struggle to compete and could face merger pressure as the sector matures.

Factors to Consider Before Investing in Wealth Management Stocks

AUM Scale & Growth Trajectory

Focus on companies growing their AUM, like ICICI Prudential AMC with ₹10.3 lakh cr.,since this signals investor trust and strong demand.

Brand Value & Distribution Reach

Entities such as SBI, HDFC, and ICICI use established networks and brands to attract and retain more clients.

Regulatory Compliance & Governance

Prioritize firms with strong compliance records, since those under scrutiny (Nuvama/Edelweiss, for example) carry higher risks.

Technology & Scale Readiness

Companies who invest in digital platforms and data analytics are better positioned as client needs change.

Diversified Product Suite

Look for companies that offer a wide range of services, asset management, wealth advisory, insurance, broking, since this allows cross-selling and more stable revenue streams.

Conclusion

Wealth management stocks in India offer attractive exposure to a growing affluent demographic, fee-based business models, and rising retail participation. Investors should favor firms with scalable digital platforms, strong brands, and robust AUM growth. At the same time, it's crucial to assess regulatory standing and market vulnerability. With 200+ filters on Tickertape Stock Screener, you can identify wealth management stocks aligning with quality, growth, and governance benchmarks.

Frequently Asked Questions on Wealth Management Stocks

  1. What are Wealth Management Stocks?

    Wealth Management Stocks are shares of listed companies that manage Wealth Management, Asset Management, advisory, and planning services tailored to high-net-worth individuals and institutions.

  2. How to invest in Wealth Management Stocks?

    Here’s how you can invest in Wealth Management stocks -
    1. Go to the Tickertape Stock Screener
    2. Select the "Wealth Management" stocks.
    3. From the Wealth Management stocks, analyse and sort the Wealth Management stocks using over 200+ filters - including valuation ratios, financials, technical indicators, and more - based on your investment thesis.
    4. Review the filtered list, and identify stocks that best align with your risk appetite, return expectations, and investment goals.
    5. Once you've shortlisted the stocks, click ‘Place Order’ to invest in your preferred Wealth Management stocks.

    Disclaimer: Please do your own research or consult your financial advisor before investing.

  3. How big is the wealth management opportunity in India?

    Wealth under management may triple to over $850 bn within five years, driven by financialization, IPO-generated wealth, and rising affluent segments.

    Disclaimer: This is only for educational purposes as the latest data is derived from major financial research reports.

  4. What drives wealth management stock valuations?

    Growth in AUM, net flows (SIP/bookings), brand strength, scale, regulatory clarity, and industry consolidation trends.

    Disclaimer: Please note that the above information is for educational purposes only.

  5. Do Wealth Management Stocks offer regular dividends?

    These firms often offer moderate dividends due to fee-based earnings, but payout consistency varies. Check the latest dividend news on Tickertape Stock Screener.

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Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.