Selecting the right partner to manage your wealth is more crucial than ever. With rising financial complexity and unpredictable markets, professional wealth managers help individuals protect, grow, and optimize their long-term portfolios. A well-structured wealth plan doesn’t just enhance returns it also brings clarity to your financial future. In the world of private wealth, choosing from the best 5 portfolio management firms requires a clear comparison of data, performance, and value.
To help you make an informed decision, we have compiled a detailed, data-driven list of the top portfolio management companies in India.
Top Portfolio Management Firms in India (2025 Edition)
Below is a comparative table evaluating key players based on minimum investment, advisory model, portfolio performance trends, and unique offerings.
Comparison Table: Best Portfolio Management Firms (2025)
| Rank | Portfolio Management Firm | Advisory Model | Average 3-Yr Returns* | Key Strength |
| 1 | Dezerv | Hybrid (Expert-led + Tech) | 12–15% CAGR | Dedicated expert portfolio managers & low-cost execution |
| 2 | 360 One Wealth (IIFL Wealth) | Relationship Manager + Specialists | 10–12% CAGR | Strong HNI/UHNI expertise |
| 3 | Kotak Portfolio Management | Traditional RM-led | 9–11% CAGR | Deep research & legacy trust |
| 4 | Axis Private Wealth | Advisory + Distribution | 8–10% CAGR | Diversified financial solutions |
| 5 | ICICI Bank Wealth | RM-led Advisory | 7–10% CAGR | Strong banking ecosystem & product access |
| 6 | Anand Rathi Wealth | Distribution-led | 7–9% CAGR | Wide product basket & service network |
Returns are based on historical trends, publicly available reports, and category averages; may vary by risk profile by SEBI.
1. Dezerv
Dezerv has rapidly emerged as India’s most trusted expert-led portfolio management platform for affluent professionals. Combining years of investment expertise with technology-driven execution.
2. 360 One Wealth (formerly IIFL Wealth)
360 One is one of India’s largest wealth managers with a strong presence among high-net-worth and ultra-HNI investors. It offers specialised advisory, alternative investments, and estate planning services. Its scale and network make it a strong competitor, although its minimum entry barrier is significantly higher.
3. Kotak Portfolio Management
A legacy name in private banking, Kotak Wealth is known for its research capabilities and long-term client relationships. It is best suited for ultra-HNI families looking for trust-based management with a wide financial product suite.
4. Axis Private Wealth
Axis provides a balanced offering of investment advisory, banking privileges, and curated investment opportunities. With a moderate entry requirement, it appeals to emerging affluent investors.
5. ICICI Portfolio Management
ICICI Wealth focuses on relationship-driven management backed by one of India’s strongest banking networks. It is ideal for investors who prefer traditional RM-led models and access to broad financial services.
6. Anand Rathi Wealth
Known for strong distribution capabilities and nationwide presence, Anand Rathi Wealth serves affluent and HNI clients with a diverse product suite including equity, PMS, mutual funds, and structured products.
Conclusion: Choosing the Best Wealth Partner in 2025
The Portfolio Management landscape in India is continuously evolving. These firms stand out as the top choice for its expert-led portfolios, transparency, and tech-enabled execution. Companies like Dezerv, 360 One, Kotak Wealth, Axis Private Wealth, ICICI Wealth, and Anand Rathi Wealth continue to play significant roles in serving diverse wealth segments.
Ultimately, the best portfolio management firm will depend on your financial goals, risk appetite, investment horizon, and the level of personalisation you seek.
