Solutions Wealth Managers

Give your HNI clients verified private market intelligence that no other wealth manager can offer

India's HNI and UHNI clients increasingly demand private market access — but most wealth managers lack the data infrastructure to deliver it. PrivateCircle gives you verified intelligence on 500K+ Indian private companies, so you can source private placements, monitor client holdings and answer private market questions with authority.

Trusted by 1,000+ financial leaders across India

The Challenge

Why wealth managers struggle to serve the private market opportunity

HNI clients want private market access — you lack the data to deliver it

Sophisticated clients are increasingly asking about direct investments, pre-IPO opportunities and private placements. Without verified private company data, wealth managers can't assess, source or present these opportunities with the rigour clients expect.

Monitoring private holdings is nearly impossible

Once a client invests in a private company, ongoing visibility disappears. Material changes — new charges, director exits, compliance lapses, ownership transfers — never surface proactively unless you have a live data layer tracking them.

Every private market conversation is a data problem

A client asks about a company their business partner mentioned. You have no verified data. Without institutional-grade private market intelligence, wealth managers can't position themselves as the authoritative source for their clients' most important investment questions.

Financials

Verified Financials & Growth Data

Access verified revenue, EBITDA, growth trajectory and financial health indicators from MCA filings for any Indian private company. Answer client questions about private holdings with data, not estimates.

Deals

Private Deal History & Valuation Benchmarks

Track funding rounds, M&A transactions and private placement history across sectors. Benchmark valuation multiples for private companies using verified comparable deal data — not analyst estimates or public proxies.

Ownership

Ownership, Governance & Risk Flags

Verify promoter stakes, map group entities and identify governance red flags from primary MCA data before recommending any private investment to a client. Deliver diligence that protects your reputation.

Monitoring

Client Portfolio Monitoring & Proactive Alerts

Monitor every private company across your client book against live MCA data. Get alerted to new charges, director exits and compliance lapses before your clients hear about them from other sources — and before they call you.

Find pre-IPO opportunities for your clients right now

Run a live screener query across 500K+ verified Indian companies

We found 218 companies that match your filter.

Pre-IPO · Revenue >₹500 Cr · EBITDA >15% · No Institutional Investor

Screener results
AskPC

Instant Private Market Intelligence for Every Client Interaction

A client asks about a company. You need an answer now, not in three days. AskPC gives you instant, verified intelligence on any Indian private company — financials, ownership, deal history, risk flags — grounded in PrivateCircle data, delivered in plain English. Walk into every client meeting as the most informed person in the room.

AskPC — private market intelligence
Markets

Surface Private Placement Opportunities Matched to Your Clients' Mandates

Markets connects wealth managers to verified private placement and pre-IPO opportunities matched to client risk profiles and sector interests. Deliver curated private market deal flow to HNI and UHNI clients before any broker pitches the same opportunity — and position your practice as the go-to for private market access.

Markets — private placement opportunities
Connect

Reach Company Management Directly for Client Co-Investment Conversations

When a client wants access to a private company's management team for a co-investment or due diligence conversation, Connect gives you verified professional contact data for any director or promoter in India. Facilitate direct, credible introductions that strengthen your value to clients without relying on third-party brokers.

Connect — director contact intelligence

Your complete wealth management intelligence stack

Research is the verified data foundation — every other product builds on it.

Research
AskPC
Markets
Connect

Your clients are asking about private markets. Now you have the answers.

Join India's leading wealth managers on PrivateCircle. Deliver verified private market intelligence that deepens client relationships and differentiates your practice.