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.
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.
Private Market Screening
Surface pre-IPO and private placement opportunities before your clients hear about them elsewhere
Screen 500K+ verified Indian private companies by sector, revenue band, growth trajectory, profitability and ownership profile. Build a pipeline of pre-IPO and private placement opportunities matched to your clients' mandates — before any banker or broker pitches the same deal.
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
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.
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.
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.
Your complete wealth management intelligence stack
Research is the verified data foundation — every other product builds on it.
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.