Wealth & Estate Planning
Wealth & Estate Planning is a Mumbai-based, privately held advisory firm founded in 2021 offering wealth management, estate planning, and business succession planning services with a small team of 1-10 employees.
- Company typePrivate
- Founded2021
- HeadquartersMumbai, India
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Wealth & Estate Planning does
Wealth & Estate Planning is a privately held, Mumbai-based advisory firm founded in 2021 that offers wealth management, estate planning, and business succession planning services. Its stated service scope spans personal wealth advisory, intergenerational asset transfer structuring, and continuity planning for business owners, targeting clients in India who require these three categories of advisory.
The firm operates as a small practice of 1-10 employees with no disclosed management team, founder credentials, or named advisors in the available source material. Its primary online presence is the website wealthnestate.com, which at the time of data collection displayed only a verification/loading page and provided no product, pricing, or operational detail. No technology stack, proprietary platform, or digital product offering is disclosed; the business appears to operate as a traditional professional services practice rather than a technology-enabled platform.
There is no disclosed information on revenue, pricing model, customer count, marketing channels, partnerships, regulatory registrations, or funding history. Ownership structure, legal entity details, and any parent or subsidiary relationships are also not documented. As a result, the firm's commercial model — how it prices engagements, acquires clients, and delivers services — cannot be characterized beyond the three advisory verticals listed in its short description.
Wealth & Estate Planning firmographics
Firmographics- Name
- Wealth & Estate Planning
- Website
- https://wealthnestate.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Wealth & Estate Planning is a Mumbai-based, privately held advisory firm founded in 2021 offering wealth management, estate planning, and business succession planning services with a small team of 1-10 employees.
- Ownership category
- akta.pro rank
Wealth & Estate Planning industry classification
Industry- Product category
- Wealth Management and Estate Planning Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Estate Planning, Trust Structuring & Governance (FSAAADAF), Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where Wealth & Estate Planning is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Markets served
Wealth & Estate Planning business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Wealth & Estate Planning product offering
Product offeringCore offering
Wealth & Estate Planning provides wealth management, estate planning, and business succession planning services to individual and business clients. The firm delivers advisory services focused on preserving, growing, and transferring client wealth across generations.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
Companies that use Wealth & Estate Planning
Customer profileIdeal customer profiles1 record
Wealth & Estate Planning technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Wealth & Estate Planning partnerships and signals
Strategic signalExpansion highlights1 record
Wealth & Estate Planning competitors and assessment
Company assessmentOthers
Broad incumbents
- 360 One Wealth (formerly IIFL Wealth): Large India-listed private wealth and asset management firm serving HNW and UHNW clients with portfolio management, financial planning, and increasingly estate and succession advisory. Most directly comparable scale peer in the Indian HNW wealth advisory space.
- ICICI Private Banking: Bank-led private banking arm of ICICI Bank serving HNW and UHNW Indian clients with investment, wealth, and increasingly estate and succession solutions. Comparable on the HNW target segment and on the bundled wealth offering, though bank-distribution scale is far larger.
- Kotak Wealth Management: Bank-led private wealth platform serving affluent and HNW Indian clients with investment, financial planning, and increasingly estate and succession solutions. Overlaps on target client segment and on the wealth + estate bundle.
- Anand Rathi Wealth: India-listed wealth management firm offering financial planning and private wealth services to HNW clients, including business owners and families, with a growing focus on holistic wealth and legacy planning. Comparable on the wealth planning and HNW segment overlap.
- Motilal Oswal Private Wealth: Private wealth arm of Motilal Oswal Group serving HNW Indian clients with investment advisory, financial planning, and wealth management services, including offerings aimed at business owners and family wealth transfer. Comparable on the HNW wealth advisory offering.
Direct peers
- Waterfield Advisors: India-based multi-family office and private wealth advisor providing wealth structuring, estate planning, and succession advisory to UHNW families and business owners — a direct peer in the niche Wealth & Estate Planning targets.
- Avendus Wealth: India-based private wealth and investment advisory focused on UHNW families and founders, providing portfolio management and wealth structuring including succession and estate considerations. Closely comparable specialist in the same target segment.
- Sanctum Wealth: India-focused private wealth and investment advisory firm serving HNW and UHNW clients with portfolio management and wealth structuring services, including legacy and estate planning for Indian families. Closely comparable specialist wealth advisory.
Emerging players
- Centrum Wealth: India-based wealth management and broking group with a dedicated HNW wealth advisory practice offering financial planning and wealth structuring to affluent and HNW clients. Comparable mid-tier India wealth advisory peer.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights3 records
Customer concentration
Wealth & Estate Planning social profiles
Digital presenceWealth & Estate Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealth & Estate Planning leadership team
Management profileNumber of profiles
Wealth & Estate Planning funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealth & Estate Planning M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealth & Estate Planning
What does Wealth & Estate Planning do?
Wealth & Estate Planning provides wealth management, estate planning, and business succession planning services to individual and business clients. The firm delivers advisory services focused on preserving, growing, and transferring client wealth across generations.
When was Wealth & Estate Planning founded?
Wealth & Estate Planning was founded in 2021. It employs 1 to 10 people.
Where is Wealth & Estate Planning based?
Wealth & Estate Planning is headquartered in Mumbai, India, in the Asia region.
Who are Wealth & Estate Planning's main competitors?
Julius Baer India is listed as an others. Broad incumbents are 360 One Wealth (formerly IIFL Wealth), ICICI Private Banking, Kotak Wealth Management, Anand Rathi Wealth and Motilal Oswal Private Wealth. Direct peers are Waterfield Advisors, Avendus Wealth and Sanctum Wealth. Centrum Wealth is listed as an emerging player.
Does Wealth & Estate Planning have an API?
No public API is recorded for Wealth & Estate Planning.
What industry is Wealth & Estate Planning in?
Wealth & Estate Planning's product category is Wealth Management and Estate Planning Services. Its primary akta.pro industry code is FSAAABAE, Private Wealth Planning (Tax, Estate & Succession), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.