LGT Wealth India

What LGT Wealth India does

LGT Wealth India Private Limited is the India-incorporated subsidiary of Liechtenstein-based LGT Group, a privately-held international private banking and asset management group controlled by the Liechtenstein Princely Family for over 90 years. Incorporated on 30 July 2021 and headquartered in Mumbai, the firm operates across 15 Indian cities including Delhi, Gurgaon, Bengaluru, Hyderabad, Chennai, Kolkata, Ahmedabad, Pune, Chandigarh, Kochi, Dehradun, Indore, and GIFT City. It is regulated by SEBI as a Portfolio Manager (INP000008376) and is an AMFI-registered Mutual Fund Distributor (ARN-201038), and employs 51-100 staff.

The core product platform comprises Portfolio Management Services (discretionary and non-discretionary), Mutual Fund Distribution (Regular Plans across AMCs), investment advisory services across mutual funds, AIFs, third-party PMS, bonds, insurance and structured products, plus dedicated family office services for ultra-high-net-worth families covering wealth succession, governance, and multi-generational planning. Two client-facing digital platforms — the LGT Wealth India Portal for private clients and the LGT Capital Markets Portal for HNIs, UHNIs, and institutions — provide portfolio management, trading, and custody; Aadhaar e-Sign and Digital Signature workflows are integrated through vendor Leegality. The firm publishes India Insights editorial content and Market Vault research (Daily Market Beat, monthly perspectives, positional ideas). Generative AI is used for content production and internal efficiency under the parent group's CHF 200 million five-year digitalisation programme.

GTM is RM-led enterprise field sales: dedicated relationship managers supported by a Co-Head Client Coverage structure (Sunit Jain and Rakesh Kripalani) target UHNW/HNI families and entrepreneurs across India, augmented by the August 2025 hiring of seven Managing Directors from Barclays Private Bank. Revenue is generated through portfolio management fees (negotiated per client), regular-plan mutual fund distribution trails, advisory fees on AIFs, bonds, insurance and structured products, and family office mandates. International business services include GIFT City funds enabling overseas investing beyond the LRS limit. The firm does not disclose India-specific AUM, revenue, or client counts.

Name

LGT Wealth India

Legal name

LGT Wealth India Private Limited

Website

https://lgtindia.in

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

101–250 employees

Short description

LGT Wealth India is the India-incorporated subsidiary of Liechtenstein-based LGT Group, offering private wealth management, portfolio management, and family office services to UHNW and HNI clients across 15 Indian cities. The firm combines relationship-manager-led coverage with digital client portals, alternatives access, and GIFT City international investing services.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO), Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Private wealth management
• Portfolio management services
• Investment advisory services
• Family office services
• Alternative investments

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices15 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Portfolio Management Services (PMS): LGT Wealth India is a SEBI-registered Portfolio Manager (INP000008376) offering discretionary and non-discretionary portfolio management services to clients. The firm manages investments across various asset classes on behalf of clients.
2. Mutual Fund Distribution: LGT Wealth India is an AMFI-registered Mutual Fund Distributor (ARN-201038) distributing mutual fund products across various asset management companies. The firm offers only Regular Plans for mutual funds. Transaction charges are not levied on mutual fund purchases.
3. Investment Advisory Services: The firm provides investment advisory services covering various financial products including Mutual Funds, Alternative Investment Funds, Third Party Portfolio Management Services, Bonds, Insurance products, and Structured Products. Services are offered on a non-discretionary and non-risk participation basis.
4. Family Office Services: Comprehensive family office services for ultra-high-net-worth families, addressing wealth succession, governance, and multi-generational wealth management needs.
5. Trading and Custody Services: Trading execution and custody services provided through dedicated digital platform for HNIs, UHNIs, and institutional clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

LGT Wealth India provides private wealth management to high-net-worth and ultra-high-net-worth individuals and families, delivering discretionary and non-discretionary Portfolio Management Services (SEBI-registered INP000008376), AMFI-registered Mutual Fund Distribution (ARN-201038), investment advisory across mutual funds, AIFs, bonds, insurance, and structured products, family office services, trading and custody, alternative investments including private market access, and international business services via GIFT City. Distribution is anchored by dedicated relationship managers in 15 Indian cities, supported by the LGT Wealth India Portal and LGT Capital Markets Portal digital platforms.

Product overview

LGT Wealth India is a comprehensive private wealth management platform backed by the Liechtenstein Princely Family (LGT Group), offering a multi-product suite comprising the LGT Wealth India Portal and LGT Capital Markets Portal as the primary client-facing digital platforms. The core offering encompasses Portfolio Management Services (PMS) and Mutual Fund Distribution, supplemented by International Business Services for overseas investing, Alternative Investments (including private equity access), Family Office Services, and the Market Vault research platform. The platform serves HNIs, UHNIs, and institutional clients with a focus on entrepreneurial and family wealth, providing wealth planning, investment advisory, trading and custody, and access to global markets including GIFT City funds. The company also publishes India Insights content covering investment strategies, financial markets, and lifestyle topics.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Comprehensive investment solutions spanning wealth planning, investment advisory, trading and custody, alternative investments, and family office services for private investors, with a stated focus on entrepreneurial and family wealth.
• Portfolio Management Services (PMS) SEBI-registered Portfolio Management Services providing discretionary and non-discretionary management of client portfolios across multiple asset classes, with personalised investment strategies and a PMS fee calculator available to clients.
• Mutual Fund Distribution AMFI-registered distribution of Regular Plans of mutual fund schemes from various asset management companies in India; the firm does not levy transaction charges on mutual fund purchases.
• Family Office Services Specialised services for ultra-high-net-worth families covering wealth succession planning, multi-generational wealth management, and family governance, including philanthropy advisory.
• Investment Advisory Services Advisory services covering Mutual Funds, Alternative Investment Funds, Third Party Portfolio Management Services, Bonds, Insurance products, and Structured Products, delivered on a non-discretionary and non-risk-participation basis.
• Trading and Custody Services Trade execution and custody services delivered via the LGT Capital Markets Portal for HNIs, UHNIs, and institutional clients.
• International Business Services Advisory and structuring services for Indian families' overseas investing, including GIFT City–domiciled funds that enable international market exposure beyond the Liberalised Remittance Scheme (LRS) limits, with policy guidance for global diversification.
• Alternative Investments Client access to private market investments, including private equity, leveraging LGT Group's long-standing alternative-investments franchise and pedigree.
• LGT Wealth India Portal Secure client-facing digital platform for private clients to access investment services, view account statements, and execute transactions for their portfolios.
• LGT Capital Markets Portal Digital trading and custody platform enabling HNIs, UHNIs, and institutional clients to execute trades and manage custody accounts.

Quantifiable outcome

• Assets under management grew to CHF 386.1 billion as at year-end 2025, up 5% year-on-year
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature4 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• SEBI (Securities and Exchange Board of India)coreOthersLGT Wealth India is regulated by SEBI for the conduct of Portfolio Management Service (PMS) Business. The firm is a SEBI Registered Portfolio Manager (INP000008376) with perpetual validity from registration date November 23, 2020.
• AMFI (Association of Mutual Funds in India)coreOthersLGT Wealth India is registered with AMFI for distribution of Mutual Funds in India as an ARN holder (ARN-201038). Registration date February 7, 2022.
• UIDAI (Unique Identification Authority of India)supportingOthersFor digital signature services, LGT Wealth India uses Aadhaar e-Sign and complies with UIDAI regulations including restrictions on storage of Aadhaar numbers and secure use of Aadhaar authentication.
• LeegalitysupportingTechnology or IntegrationVendor partner providing digital signature platform (Aadhaar e-Sign/Digital Signature) for document execution including KYC forms, regulatory filings, and agreements.

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Kotak Mahindra Wealth Management: Domestic Indian private bank wealth management arm serving HNW and UHNW clients across India with portfolio management, advisory, and family office services. Competes head-to-head in the Indian UHNW segment with established multi-city branch coverage.
• Anand Rathi Wealth: Listed Indian wealth manager focused on HNW financial planning, mutual fund distribution, and PMS. Comparable mid-market HNW positioning with strong distribution footprint across India.
• 360 ONE Wealth (formerly IIFL Wealth): India's largest listed wealth management firm serving UHNW and HNW clients with PMS, distribution, family office, and alternatives. Directly comparable as a multi-product wealth platform competing for the same affluent Indian family segment, with similar discretionary and non-discretionary PMS offerings.
• UBS Global Wealth Management India: Global wealth manager with substantial India presence serving UHNW clients through advisory, discretionary mandates, and global investment access. Direct competitor for cross-border wealth management mandates of Global Indian families.
• Julius Baer India: Swiss global private bank operating in India, focused on UHNW Indian families with cross-border wealth management. Highly comparable as a foreign private banking franchise serving Global Indian families with discretionary portfolio management and alternatives access.
• Nuvama Wealth and Investment: India-focused wealth management firm (formerly Edelweiss Wealth) offering PMS, distribution, family office, and credit solutions to affluent Indians. Direct competitor in mid-to-upper HNW segment with similar product breadth.
• Motilal Oswal Private Wealth: Indian wealth management firm serving HNW and UHNW clients with PMS, mutual fund distribution, and structured products. Comparable scale and product mix, competing in the same Indian private wealth segment.
• HSBC India Premier and Private Banking: Global bank's India private banking franchise serving HNW and UHNW clients with multi-currency solutions, global investment products, and wealth advisory. Competes for cross-border and Global Indian family mandates.

Emerging players

• BanyanTree Family Office: India-focused multi-family office serving UHNW entrepreneurial families with wealth structuring, succession, and investment advisory. Overlaps with LGT Wealth India's family office and UHNW value proposition for entrepreneur-led families.

Broad incumbents

• HDFC Bank Private Banking: Largest Indian private bank's wealth and private banking division serving UHNW clients with portfolio management, credit, and cross-border solutions. Competes broadly for affluent Indian wealth with much larger domestic distribution scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/lgt-wealth-india

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LGT Wealth India