Top 30 Indian Advisors and Managers 2026

Citywealth is pleased to announce the publication of the Top 30 Indian Advisors and Managers 2026. The list recognises a group of professionals who have demonstrated consistent excellence in private client work across law, tax, accountancy and investment management. Each individual named has made a distinctive contribution to their field and is widely regarded for their technical skill, integrity and service to clients.

India’s UHNW family office market is becoming more sophisticated and institutionalised as ultra wealthy families seek greater control, governance and global diversification. Single Family Offices continue to grow, driven by first and second generation entrepreneurs professionalising the management of multi generational wealth.

Cross border structuring remains a priority, with families holding assets and residences across multiple jurisdictions. Demand is increasing for advisors who can integrate Indian tax and regulatory considerations with offshore trusts, succession planning and international investment strategies.

Investment portfolios are shifting beyond traditional equities towards private markets, including private equity, private credit and pre IPO opportunities, alongside continued allocations to commercial real estate and luxury residential assets. Capital preservation, risk management and long term planning are now central themes.

This list highlights the advisors and managers most trusted by India’s UHNW families to navigate complexity, manage global wealth and support the next phase of family office development for 2026.

Read the article: India’s Wealth Architects

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Abhishek Bhalotia
Joint President - Business Head - HNI Wealth
Kotak Private
Aditi Sharma
Partner, Tax and Private Client
Khaitan & Co
Akshika Harikrishnan
Director, Tax, Private Client
Khaitan & Co
Anuj Kapoor
Managing Director & CEO - Private Wealth and Alternatives
JM Financial
Anurag Manakikar
Vice President Private Wealth
JM Financial
Arun Kohli
Managing Director and Country Head for India
Morgan Stanley
Atul Singh
Founder/CEO
LGT Wealth India
Bijal Ajinkya
Partner, Private Client
Khaitan & Co
Chintak Shah
Vice President
Anand Rathi Wealth Limited
Divi Dutta
Partner, Private Client
Khaitan & Co
Feroze Azeez
Joint CEO
Anand Rathi Wealth Limited
Gautami Gavankar
President
Kotak Mahindra Bank
Haigreve Khaitan
Senior Partner, Senior Partner, Head Corporate, M&A, Private Equity
Khaitan & Co
Hetal Sanghvi
Partner - Tax
Edwin Coe
Himanshu Kohli
Co-Founder
Client Associates
Ipshita Bhuwania
Partner
360 One Wealth
Jairaj Purandare
Regional Managing Partner
PWC
Maneesh Jyoti
Managing Partner
IIFL Capital Services Limited
Dr Mukesh Jindal
Senoir Partner
Alpha Capital
Nikhil Vikamsey
Senior Partner
Alpha Capital
Poonam Mirchandani
Head - Wealth Planning & Family Solutions
LGT Wealth India
Rishabh Shroff
Co-Head, Private Client & Head, International Business Development
Cyril Amarchand Mangaldas
Rupesh Satnaliwala
Head Estate Planning
IIFL Capital Services Limited
Saurabh Goswami
Business Head, UHNI
Kotak Private
Shabnam Shaikh
Private Client Lawyer
Khaitan & Co
Shardul Shroff
Executive Chairman
Shardul Amarchand Mangaldas
Shreya Rao
Partner, Tax and Private Client
Shreya Rao & Associates
Sunita Singh
Partner: Head of Private Wealth & Family Offices
Hourani & Partners
Tanmay Patnaik
Head - Private Client
Trilegal
Umang Papneja
Managing Director and CEO India
Julius Baer