Bank / Wealth / Trust

Updated:

Vivify Wealth Management

Vivify Wealth Management is a bank / wealth / trust based in Mumbai; the Altss profile covers its classification, headquarters, registration, AUM band, and key...

Vivify Wealth Management logo

Vivify Wealth Management

Vivify Wealth Management is a wealth management firm based in Mumbai, India, with a focus on the Asia region.

General information

Firm type

Bank / Wealth / Trust

Location

Region

Asia

Country

India

City

Mumbai

Corporate office

Mumbai, Maharashtra, India

Frequently asked questions

Is Vivify Wealth Management a SEBI-registered entity?

Yes, the firm is registered with the Securities and Exchange Board of India as an investment adviser, which imposes a fiduciary duty to act in client interests and disclose all conflicts.

What types of investments does Vivify recommend?

The firm constructs portfolios using direct plans of Indian mutual funds across equity, debt, and hybrid categories, along with SEBI-registered portfolio management services where appropriate. It does not engage in stock-broking or recommend direct equity investments.

How is Vivify different from India's digital investment platforms?

Unlike self-directed platforms like Zerodha or Groww, Vivify offers personalized, high-touch advisory — designing bespoke asset allocations and conducting manual portfolio reviews — rather than relying on algorithmic robo-advisory or execution-only interfaces.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on asset managers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Mumbai Bank / Wealth / Trust profiles