Best Financial Advisors & Planners in Delhi
Let us help you find the best financial planner for your needs
Need Financial Advice in Delhi?
Here is our List of the top 10 Best Delhi Financial Planners & Advisors
Ravinder Kumar - Samridhi Financial Solutions
Samridhi Financial Solutions, established in India, has rapidly emerged as a strong and competitive presence in the country's financial landscape. Operating from their offices in Delhi, they provide clients with a comprehensive array of services, encompassing financial and business advisory, tax and regulatory assistance, and insurance services.
At Samridhi Financial Solutions, they're more than just a wealth management and advisory firm; they're dedicated to crafting tailored financial solutions that safeguard their clients' futures. Their service offerings span a wide spectrum, including financial, insurance, and investment services, but their approach stands out. Unlike conventional organizations, they focus on delivering solutions that are precisely aligned with their clients' goals and risk profiles.
Their commitment lies in understanding their clients' unique financial objectives and implementing need-based solutions that empower them to achieve these objectives. At Samridhi Financial Solutions, they're here to guide clients on a path to financial security and prosperity that's tailored to their individual needs.
B-9, 2nd Floor, Khosla Complex, Gagan Vihar Extension, Delhi - 110051.
Mamta Khanna - Best Invest India
Mamta Khanna, the visionary behind BestInvestIndia, has embraced the advisory model since her inception in the financial services sector back in 2005. Her journey began in insurance, where she took a meticulous approach to gather essential client information, analyze it, and deliver well-considered recommendations. This approach earned her the respect and admiration of numerous clients.
The early successes proved to be a strong motivator for Mamta, pushing her to recognize the necessity for a more comprehensive financial planning process. She understood that mere product advice couldn't resolve the underlying financial challenges faced by her clients. In 2013, her path led her to discover the Certified Financial Planner (CFP) certification, which equips professionals with the knowledge and skills essential for a proficient financial planning practice. Mamta was immediately drawn to the possibilities this certification offered.
Taking her commitment to the next level, Mamta spent a year working with a SEBI Registered Investment Advisor, further honing her skills and insights. Armed with this valuable experience, she embarked on her personal financial planning venture in November 2016, giving birth to BestInvestIndia. Her dedication to professional growth was reaffirmed when she successfully completed the CFP Certification in 2014. Mamta Khanna's journey is a testament to her unwavering commitment to providing clients with well-informed, holistic financial guidance.
B-19, Sarawati Garden, Mansarovar Garden, New Delhi-110059.
Gagandeep Singh - Sentinel
Sentinel India is a Financial Planning Company that has carved a niche in the industry with its distinctive approach to risk and asset management. Their primary goal is to empower their clients, ensuring they lead financially confident lives. They achieve this by delivering top-tier solutions tailored to their clients' risk and financial objectives, underpinned by the principles of customer centricity and unwavering integrity. Their core values, which include customer centricity, integrity, transparency, and respect, serve as their guiding light in every facet of their work.
Remarkably, more than 90% of their clients initiated their journey with Sentinel India based on recommendations and referrals from delighted clients. They view a referral from a client, friend, or colleague as the highest form of endorsement for their services. As professionals, there is no greater testament to their work than when a client takes the proactive step of referring their services to others. It is deeply humbling and reinforces the faith their clients have placed in them, reinforcing their commitment to their clients' financial objectives.
Gagan, a Finance Graduate holding an MBA in Finance & Marketing, along with a Fellowship in Insurance, brings a wealth of experience to the Sentinel India team. With over 12 years in the company, Gagan has held key positions in sales and marketing, making him a seasoned professional. His expertise extends to brand management, customer relations, clear articulation, and effective team management. Gagan's contributions are geared towards providing a holistic approach to expanding the Sentinel India business portfolio. His specialization in customer insights, strategic planning, brand marketing, channel management, product development, and team leadership is an invaluable asset to their team.
B-34 East Of Kailash, New Delhi, 110065.
Anupama Aggarwal - International Money Matters
FPSB No: IN150884 | SEBI RIA No: INA200010676
Anupama derives immense satisfaction from the ability to translate her personal learnings and experiences into a positive impact on others' lives. As the business head of IMMPL, she fulfills this purpose wholeheartedly.
At the heart of all activities within their New Delhi office, Anupama has played a pivotal role in orchestrating business operations and assembling a talented team. Her contributions extend to the significant expansion of their services in the Delhi-NCR region.
What sets Anupama apart is her knack for nurturing genuine relationships with clients that transcend the confines of conventional financial planning. She is a firm believer in providing financial guidance that aligns with each client's individual needs. As a result, some clients perceive her as more than a financial advisor; they regard her as a trusted friend. With a strong background in financial planning and advisory, Anupama makes a sincere and positive impact on the lives of each client she serves.
#C/6, ABL Workspaces, M 130-131, 2nd Floor, Connaught Circle, Connaught Place, New Delhi- 110001.
Abhishek Kumar - Sahaj Money
SEBI RIA No: INA100008045
Fee Only: ✅
The inception of SahajMoney™ stems from a life-altering moment when a real-life tsunami upended the comfort zone of its founder. In December 2004, he was just 24 years old when the tsunami swept away almost everything he had. Despite the overwhelming loss, he felt gratitude for the gift of life, a sentiment not shared by every family in the affected region. This moment of adversity pushed him to rethink his financial priorities and spending habits. It was a transformational experience that taught him the true value of money and the importance of making wise financial choices.
With a fresh perspective, he began to question conventional financial wisdom, realizing that many of his beliefs were no longer practical in the 21st century. This is where the seed idea for SahajMoney™ was sown. His journey led him to earn an MBA from IIM Bangalore and work in the corporate world for a while. When he achieved financial independence in 2017, he embarked on this entrepreneurial venture.
SahajMoney™ was born out of a desire to challenge the traditional mutual fund and insurance-agent model that often prioritizes their interests over those of their clients. Charlie Munger, Vice Chairman of Berkshire Hathaway, astutely highlighted the flaws in this model, where commissions and expenses rise to the detriment of investors. Fee-only investment advisory, as SahajMoney™ advocates, offers an alternative by asking the vital question – "Where are the customers’ yachts?" He embraces the CUP model, which translates to Commission-free savings, Unbiased advice, and Personalized suggestions. This model has allowed his clients to save significantly on their hard-earned money while receiving unbiased, personalized investment advice. Fee-only advisory puts the client's interest first, and he believes it is the future of the financial advisory industry.
SahajMoney™ aims to make personal finance approachable and straightforward, challenging the notion that it's overly complex. He is here to empower clients with knowledge and guide them through the investment process. Just as one pays tuition fees to gain knowledge, his clients pay an upfront fee for valuable investment advice. He is striving to serve clients who recognize the importance of unbiased advice and want to safeguard their financial well-being. The momentum is building in the fee-only advisory sector, and he firmly believes that its time will come. It's not a matter of 'if,' but 'when.'
H-48, Second Floor, Gali No. 7, New Mahavir Nagar, Delhi – 110 018.
Aveek Mitra - Aveksat Financial Advisory
SEBI RIA No: INA100004814
Meet Aveek Mitra, the driving force behind Aveksat Financial Advisory, a financial planning company located in Delhi. As a SEBI Registered Investment Adviser and NISM certified research analyst, Aveek brings to the table an impressive 27 years of experience in the Indian market.
Aveek's journey as an investor began over two decades ago, marked by a commitment to long-term wealth creation through equity investments. His wealth of corporate experience, spanning 23 years, includes roles in esteemed companies like L&T and Usha Martin, where he held the position of DGM. Furthermore, he served as the Group COO in two mid-sized IT Infrastructure and Data Services firms. This rich background enabled him to gain invaluable insights into various aspects of organizational challenges, from strategic planning to operational execution. Aveek's global work experience, contributing to the growth of businesses both in and outside India, makes him a well-rounded financial expert.
Apart from his financial expertise, Aveek holds a profound interest in the education sector. He has actively contributed to the field by serving as the first CEO of prominent NGOs such as Dakshana Foundation and Katha. When time allows, he volunteers with several other NGOs.
Aveek's investment philosophy underscores the importance of temperament alongside knowledge and skill in achieving success as an investor. He believes that equity investment is the key to long-term wealth generation. Aveek's academic journey includes a Bachelor's degree in Physics with Honors from Calcutta University, an MBA from IMT, Ghaziabad, and additional certificate courses in equity investments from ISB, Hyderabad, and London Business School. Despite completing the requisite readings for the Indian CFA course, he has not seen the need to appear for the examinations.
Beyond the world of finance, Aveek is an avid reader, delving into a wide range of subjects, including history, philosophy, sociology, psychology, and more. His love for music encompasses diverse genres, but his Bengali heritage draws him to the timeless songs of Tagore.
Aveek Mitra's dedication to simplifying the financial world and fostering wealth creation has made Aveksat Financial Advisory a trusted resource for individuals seeking to achieve their financial aspirations.
122, Shivani Apartment, Sector 12, Plot 18, Dwarka, New Delhi – 110078, India.
Neeraj Chauhan - Financial Mall
FPSB No: IN150093
Neeraj Chauhan, a true Delhiite, hails from the heart of Delhi and is a first-generation resident. Raised in a middle-class family, he imbibed conservative values that prioritized hard work, gratitude, and helping others. Neeraj is a well-educated individual, holding a Bachelor's degree in Commerce from Delhi University and boasting an extensive financial background, including certifications as a Certified Financial Planner® (CFP), AMFI Certified, IRDA license holder, and MDRT Life Member. He is also a founding member of BNI Pratham in the Gurugram Region.
With a career spanning over 28 years in the Financial Services Industry, Neeraj has taken on various leadership roles. He is affiliated with organizations such as the Independent Financial Advisor Association, Network FP, MFRT, and the prestigious Million Dollar Round Table (USA). He has shared his financial expertise as a guest speaker on personal finance shows, contributed to print media, addressed national conferences, and delivered talks on Financial Wellness.
Today, Mr. Neeraj Chauhan, a Certified Financial Planner, is a prominent figure in the financial services sector with over two decades of experience. His remarkable ability to navigate complex financial scenarios and address behavioral obstacles to wealth creation sets him apart. Neeraj's unique blend of skills, knowledge, and experience empowers individuals to take control of their financial future, going beyond technical aspects to explore the psychology of money and establish a harmonious connection between personal energy and financial resources. Neeraj's global recognition includes speaking on the main platform at the MDRT annual meeting in Orlando, Florida, USA, in 2017, where he addressed a diverse audience of over 13,000 participants from around the world. His expertise is also sought after in TV channels and leading publications, while his financial awareness programs in esteemed institutions further solidify his reputation as a distinguished financial professional.
109, DDA Market, Near Indraprastha School, A-6, Paschim Vihar, New Delhi - 110063 ( India ).
Gursimran Singh - Param Asa Wealth Advisory
SEBI RIA No: INA100009798
Fee Only: ✅
Gursimran is a Fee-Only SEBI RIA, and you could also call him a "no-commission" advisor. His educational background includes degrees from prestigious institutions like the National Institute of Securities Management, IIM Calcutta, and Symbiosis Institute of Management Studies.
With over 20 years of experience in the corporate sector, he has managed operations for Fortune 500 companies such as Hewlett Packard, Dell, Nielsen, Home Depot, Deutsche Bank, and ICICI Bank. However, his passion for investing and personal finance dates back to his childhood. He began his journey at the age of 14, spending after-school hours at his dad's office, working alongside his CA to handle his family's business treasury operations. This love for investing and personal finance has continued to grow strong over the past 30 years.
Initially, he hesitated to make this passion his career due to the prevalent brokerage and commission-based structure in the financial industry, which often led to mis-selling and unnecessary risks. This concern led him to pursue a career in the corporate sector. However, 2013 marked a turning point for him when SEBI introduced regulations for Registered Investment Advisors. These regulations resonated with his belief in providing unbiased, fee-only financial advice. His ultimate goal is to offer financial guidance that is impartial, commission-free, and compliant with SEBI regulations.
P-9 Green Park Extension, New Delhi 110016.
Sumit Duseja - Truemind Investment Adviser
SEBI RIA No: INA100017089
Sumit Duseja, operating under the banner of Truemind Capital, delivers impartial, top-tier personalized advisory solutions at accessible rates, a privilege previously reserved solely for Ultra High Net Worth Individuals. The methodology behind this accessibility lies in leveraging state-of-the-art technology and streamlined operational strategies. These innovative approaches enable substantial cost reductions associated with premium investment advisory and management services, making them accessible to a broader clientele.
310, 3rd Floor, Hemkunt Chambers, 89, Nehru Place, New Delhi-110019.
Abhishek Mittal - Prospurts Consulco
SEBI RIA No: INA100015869
Abhishek Mittal, operating under the banner of Prospurts Consulco, emphasizes the crucial distinction between saving and investing advice and comprehensive financial planning. While saving and investing are integral components of financial planning, they represent only a fraction of the broader spectrum of considerations it addresses. Recognizing the significance of a well-crafted financial plan early on empowers individuals to steer their financial future effectively.
Whether the objective is homeownership, provision for children's education, or securing a comfortable retirement, all these aspirations are encompassed within a comprehensive financial plan.
Understanding the pivotal role of an investment plan in financial well-being, Prospurts Consulco prioritizes meticulous monitoring and strategic construction of investment portfolios. Rather than solely pursuing maximum returns, the focus lies on aligning the portfolio with individual goals. Grounded in principles such as optimism, patience, and self-discipline, Prospurts Consulco emphasizes strategies like asset allocation, diversification, and rebalancing. By eschewing the allure of market timing and selection culture, they safeguard investors against behavioral errors, fostering a disciplined approach to wealth management.
701, 7th Floor, Narain Mazil, 23 Barakhamba Road, New Delhi – 110001.
How do I Find the Best Financial Planner in Delhi?
When you’re searching for a wealth adviser or a financial planner in Delhi, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial planner in Delhi?”. Locating a good financial planner can be challenging, but it’s not hard.
Here is how to find a good financial planner in Delhi:
- Wealth Adviser Referrals: The traditional way of finding a financial planner is through personal and professional referrals.
- Wealth Adviser or Financial Planner Association Websites: You can often locate financial planners through various association websites.
- Using a Service Like ours - Best Financial Planners: Best Financial Planners helps you narrow down your search for a financial planner or a wealth adviser in Delhi you can trust.
Even with the use of referrals and association websites, all the hard work is still going to come from your end. This means you’ll have to interview and research the shortlisted financial planners in Delhi to ensure they’re the best fit for your needs. However, there is an easier way to find a financial planner: using Best Financial Planners helps you mitigate most of the hard work. We provide curated list of top 10 or best, trusted and reputable financial planners in Delhi you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Delhi?
Before you begin the process of choosing a financial adviser in Delhi, you want to be sure the advisor you choose is right for you. All of our financial planners in Delhi are highly rated and carry a proven success rate. However, you may want a wealth advisor who specialises in an area that’s custom-tailored to your goals.
Every financial planner or wealth adviser on Best Financial Planners carries a wealth of experience and expertise. However, each financial advisor will likely have their own area of expertise — an aspect that they’re best suited for. If your goals are long-term, short-term, high-risk, or low-risk, you want to be sure the wealth advisor you’re choosing is best for you.
Best Financial Planners helps you cut out the research phase of this stage by providing you with financial planners and their listed specialties. Simply look at the wealth adviser’s profile for the “best for” section to find a financial planner that matches your needs.
If you are looking for a financial planner in Delhi, here are some key factors to consider:
-
Qualifications, Certifications, and Accreditations: Find out what qualifications, certifications, and accreditations do the financial planner has? These do not necessarily make them the best financial planners, but at least it sets a baseline of expertise.
- If your chosen financial planner, wealth adviser, or investment advisor is a SEBI RIA then make sure he/she is registered with BASL as it is mandatory. You can verify this be visiting the BASL member check website and by entering financial planner's SEBI RIA no:.
-
Also you must find out whether your selected financial planner is an individual financial advisor or a corporate (LLP or Pvt Ltd) financial advisor. Usually, individual financial planners are more keen to provide you a reliable financial planning advice or wealth growth advice as they are fee-only financial planners, however, there are a few fee-only corporate financial planners too. In India, corporate financial advisors can be both RIA and Mutual Fund Distributors, however, they can not provide both services to the same client. Whereas, individual financial advisors can only provide fee-only financial advisory services.
For example - Following are 3 types of financial planners, wealth advisors, or investment advisers in India:- Fee-only Individual Financial Planner: e.g. Chandan Singh Padiyar
- Fee-only Corporate Financial Planner: e.g. Suresh Sadagopan - Ladder7 Wealth Planners
- Corporate Wealth Advisor: e.g. Soumya Rajan - Waterfield Financial And Investment Advisors
- Another thing you must make sure is that your chosen financial planner MUST NOT be providing any stock tipping business activities. We do not list any such financial planners on our website, however, we CAN NOT guarantee if any listed financial planner is providing such activities.
- Specializations and Type of Clientele: Then, find out if they have any particular specialisation or type of clientele? This can help you determine if they are best suited for your type of situation. For example: Find out if your chosen financial planner specialises in the investment advisory category you are looking for, such as, retirement, children education, tax planning, debt restructuring, etc.
- Communication: Finally, find out what is their communication like? You need to know that you can communicate easily with them and that they will listen to your concerns and answer you questions in a timely manner. Overall, you need to be comfortable with your financial planner as you are usually dealing with some very intimate issues.
More about our financial planners in Delhi?
Most of the financial planners listed by us in Delhi are licensed, highly reputable, and discoverable through FPSB and SEBI RIA registrations. When we choose which financial planner to list for our website consumers, we go through a strict process of research that includes looking into the wealth advisor’s success rate, track record, specialties, and more. Whatever your situation may be, we’re confident that you will have no problem finding a financial planner that fits your needs and can get the financial planning job done at a great success for you eventually growing your wealth.