Best Financial Advisors & Planners in Gurugram
Let us help you find the best financial planner for your needs
Need Financial Advice in Gurugram?
Here is our List of the top 10 Best Gurugram Financial Planners & Advisors
Sandeep Kumar Yadav - Centomint Finserv
FPSB No: IN151595
Sandeep Kumar Yadav is an accomplished Certified Financial Planner, certified by the FPSB. With an impressive 15-year track record, he has established himself as a prominent figure in the financial industry. Over the course of his career, he has excelled in various domains, including compliance, quality control, operations, risk assurance, and management within the financial products and services sector.
In addition to his professional certifications, Sandeep Kumar Yadav completed his undergraduate studies at Delhi University, majoring in Commerce. He is also a certified Mutual Fund Advisor, having successfully obtained a certification from NISM. Furthermore, he holds a Licentiate certificate from the Insurance Institute of India, further bolstering his expertise in the field. Notably, Sandeep Kumar Yadav's unwavering commitment to the finance industry is evident through his certifications in Financial Advisors (CeFA) and Mortgage Advise Practice (CeMAP) from The London Institute of Banking and Finance.
271, Sector 10, Gurgaon (Gurugram), Haryana.
Rajiv Nayar - JRG Financial Services
FPSB No: IN150246
Mr. Nayar is dedicated to spreading financial literacy and assisting individuals in prioritizing their financial commitments, securing their families' futures, and achieving their personal goals. Many individuals excel in their professional responsibilities but may overlook the importance of sound personal financial strategies, which can leave them unprepared for retirement or unexpected events. At JRG Financials, the mission is to address this issue by offering financial education and empowering 500,000 individuals by the year 2030, helping them plan and safeguard their families' happiness. In addition, there is a strong commitment to supporting 10,000 deserving families who have made significant contributions to society, ensuring that they enjoy a dignified and prosperous retirement. The dedication to giving back to the community that has supported JRG Financials is unwavering, and the team is determined to make a positive impact by promoting financial awareness and helping others live with pride.
509 - 510 Tower B, Spazedge, Sohna Road Sector-47, Gurgaon (Gurugram) - 122 001, Haryana.
Neeraj Chauhan - Financial Mall
FPSB No: IN150093
Neeraj Chauhan, a true Delhiite, was born and raised in the heart of Delhi as a first-generation resident. Growing up in a middle-class family, he imbibed conservative values that emphasized the significance of hard work, gratitude for one's blessings, and aiding those in need. Neeraj holds a Bachelor's degree in Commerce from Shivaji College, Delhi University, and boasts a comprehensive financial background with 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 worn numerous leadership hats. His affiliations include memberships in the Independent Financial Advisor Association, Network FP, MFRT, and the prestigious Million Dollar Round Table (USA). He has shared his expertise as a guest speaker on personal finance shows in the electronic media, contributed bytes in print media, addressed national conferences, and delivered talks on Financial Wellness.
Today, Mr. Neeraj Chauhan, a Certified Financial Planner, stands as a beacon in the financial services sector with over two decades of experience. His remarkable ability to navigate complex financial scenarios and address behavioral impediments to wealth creation sets him apart. Neeraj's unique blend of skills, knowledge, and experience empowers individuals to take control of their financial future. His guidance extends beyond the technical aspects of finance, delving into the psychology of money, fostering a harmonious relationship between personal energy and financial resources to help people achieve the life they desire. 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 various esteemed institutions further solidify his reputation as a distinguished financial professional.
325, D.L.F. Qutab Plaza Phase - I, Gurgaon, Haryana ( India ).
Col. Rakesh Goyal (Retd) - Let's Invest Wisely
FPSB No: IN150492
Col Rakesh Goyal (Retd) is a former Army Officer, and his deep passion lies in the realm of personal finance management. Despite earning his engineering degree from BITS, Pilani, he has dedicated the past three and a half decades to researching and delving into the intricacies of personal finance. This journey led him to attain certification in Financial Planning (CFP) through the Financial Planning Standard Board of India (FPSB), an affiliate of the FPSB in the USA.
His mission is to guide individuals in structuring their personal finances in a well-organized, systematic, and effective manner, all in pursuit of their financial objectives within specified timeframes. Together with his team at Lets Invest Wisely, a prominent financial services firm, they offer comprehensive support, including customizing investment plans to prioritize financial goals, crafting retirement plans tailored to specific needs, optimizing tax strategies, safeguarding assets through insurance planning, and facilitating wealth creation. Additionally, they assist in estate planning, which encompasses drafting wills and establishing family trusts, ensuring the seamless transfer of assets to the next generation.
The investment offerings encompass a diverse array of options, including mutual funds, Portfolio Management Services (PMS), corporate fixed deposits, and term insurance. These provisions are designed to not only protect families from financial hardship in the event of premature loss but also to strategically manage the distribution of assets to subsequent generations through effective estate planning.
A3-103, Plaza at 106, Sector 106, Dwarka Expressway, Gurgaon (Gurugram) - 122017, Haryana.
Amit Kukreja - Amit Kukreja Advisory
FPSB No: IN50030 (2011) | SEBI RIA No: INA100000051
Fee Only: ✅
Amit Kukreja is a fee-only financial advisor. He is officially registered with SEBI as an Investment Adviser – Individual and holds certification as a Certified Financial Planner (CFPCM) from FPSB India. Additionally, he is a Certified Financial Transitionist (CeFT®) and is registered with the Financial Transition Institute in Florida.
His specialization lies in guiding double-income families, where the strong opinions of both partners can sometimes hinder their collective financial well-being. He also excels in helping individuals navigate significant life changes, known as transitions. These transitions can be planned, such as marriage, career changes, or retirement, or they can be unexpected, like divorce, job loss, or the passing of a family member. His own life experiences have given him a profound understanding and empathy, enabling him to effectively support those facing their unique transitions.
His journey as a financial advisor commenced in 2011, marking his second career path. Prior to this, he spent approximately 15 years in the Information Technology sector, specializing in consulting, relationship management, and the delivery of cost-effective, complex technology solutions in a global context. Having lived in various countries, including the US, Singapore, UK, and China, he made the conscious decision to settle in India in 2003. In 2010, he realized his true calling lay in pursuing his passion to assist people in achieving a harmonious balance between wealth and happiness.
#405, Tower C, Nirvana Courtyard, Nirvana Country, Sector 50, Gurugram - 122018, Haryana.
How do I Find the Best Financial Planner in Gurugram?
When you’re searching for a wealth adviser or a financial planner in Gurugram, 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 Gurugram?”. Locating a good financial planner can be challenging, but it’s not hard.
Here is how to find a good financial planner in Gurugram:
- 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 Gurugram 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 Gurugram 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 Gurugram you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Gurugram?
Before you begin the process of choosing a financial adviser in Gurugram, you want to be sure the advisor you choose is right for you. All of our financial planners in Gurugram 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 Gurugram, 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 Gurugram?
Most of the financial planners listed by us in Gurugram 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.