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Wealth & Investment Management

Barclays Wealth and Investment Management in India offers comprehensive and personalized wealth management services to Ultra High Net worth (UHNW) and High Net Worth (HNW) families and individuals with an endeavour to move, lend and protect their wealth.

Barclays Wealth and Investment Management in India offers comprehensive and personalized wealth management services to Ultra High Net worth (UHNW) and High Net Worth (HNW) families and individuals with an endeavour to move, lend and protect their wealth.

To cater to the large client network in India, we launched our business in 2008 to extend integrated world class fiduciary, wealth structuring and investment services taking advantage of our global network and offering customised solutions through our 5 local offices in Mumbai, Delhi, Bangalore, Chennai and Kolkata with over 125 employees.

Services offered include:

Advisory Services

  • Financial planning and asset allocation
  • Discretionary and Non Discretionary Portfolio Management Services
  • Investment Advisory through an open architecture approach

      Auditor Certificate

      IA Annual Audit Report _FY 2022-23

Distribution Services

  • Alternative investments (private equity, real estate funds)
  • Equity-linked structured products
  • Equities broking services
  • Depository Services
  • Third party distribution
  • Client Reporting

See where your nearest Barclays offices are located.

If you have any comments, feedback or grievances on our products or services, please email us.

For further details please refer to the links below.

Complaint Leaflet – BSIPL

Attention Investors

Equities Broking / Depository Services
Prevent Unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers.
Receive information of your transactions directly from Exchange on your mobile/email at the end of the day .......... Issued in the interest of investors.

No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.

Rights & Obligations Depository Services