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Best Financial Advisors & Planners in Thiruvananthapuram
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Here is our List of the top 10 Best Thiruvananthapuram Financial Planners & Advisors
Mrs. Dhanya V R - Wealth Plus Financial Solutions
FPSB No: IN150581
Wealth Plus Financial Solutions is a renowned financial planning and services firm located in Trivandrum. Founded in 2017 by Mrs. Dhanya VR, CFP, PGDM Finance, the firm is led by a professionally qualified and experienced Managing Partner who holds the prestigious Certified Financial Planner designation conferred by the Financial Planning Standard Board in the United States.
With a strong focus on personalized financial planning, Wealth Plus assists clients in achieving their lifetime financial goals. The firm takes pride in serving more than 300 customers and managing a substantial investment portfolio valued at 150 million. Through schemes such as mutual funds, systematic investment plans (SIPs), and term plans, Wealth Plus ensures that clients receive the best-in-class service tailored to their specific needs.
Clients can rely on Wealth Plus Financial Solutions as their trusted partner to receive comprehensive and individualized financial guidance. The firm's expertise and dedication enable clients to make informed decisions and optimize their financial resources, empowering them to secure a prosperous financial future.
3rd Floor, Wealth Plus Financial Solutions, Mahatma Gandhi Rd, Puthenchanthai, Pulimoodu, Thiruvananthapuram, Kerala 695001
Sajukumar R - Saju Associates
Saju Associates has dedicated itself to the well-being of its customers over the course of its extensive journey. As times have changed, it has embraced new avenues, including online platforms, to better serve its clients. With expertise in insurance and financial services, Saju Associates is renowned for the close bonds it establish with its customers, considering them as valued members of its own family.
Avail the opportunity to explore its wide range of services and gain a deeper understanding of how Saju Associates can assist you. Whether you have concerns, aspirations, or specific goals, Saju Associates eagerly awaits your valuable input and is committed to lending a helping hand.
Count on Saju Associates to be your reliable partner, providing you with exceptional expertise and genuine care. Share your financial aspirations with it, and it will listen attentively and offer valuable guidance to help you navigate your financial journey.
FIRST FLOOR , SHOP NO:8 TC-79, LIC's PREMIUM POINT, 2148 ENCHAKKAL JUNCTION, NH BYPASS, Puthenpalam, Subhash Nagar, Vallakkadavu, Thiruvananthapuram, Kerala 695008
Oomen Panicker - Capital Investment Centre
Receive personalized and comprehensive financial advice from the team of professionals at Capital Investment Centre. Financial planning entails a thorough examination of your overall financial situation, allowing them to provide guidance on achieving both short-term and long-term financial goals.
With their expertise, they will help you identify the best investment strategies that align with your unique objectives. Whether you aspire to build a solid foundation for the future or indulge in a well-deserved travel adventure, they are here to support you in realizing your dreams. Their team of highly skilled professionals will craft a customized plan tailored specifically to your needs.
At Capital Investment Centre, they understand the importance of securing your child's future and education. That's why they offer specialized child future planning and child marriage planning services. Additionally, they assist you in planning for significant milestones such as purchasing your dream home, wealth accumulation, and retirement.
Trust them to guide you on your financial journey, ensuring that you have a solid plan in place for a prosperous future. Let them help you turn your aspirations into reality with their comprehensive financial solutions.
T. C 25/2727 (6), Lukes Lane , Pulimood, Thiruvananthapuram 695001, Kerala
Prasanth Krishnan - Srishti Investment Advisors
Prasanth Krishnan is an accomplished Financial Planner with a proven track record in the financial services industry. With extensive experience, Prasanth possesses a diverse skill set in areas such as Investment Advisory, Mutual Funds, Management Information Systems (MIS), Business Relationship Management, and Risk Management.
Prasanth Krishnan is a highly capable finance professional who holds a Master's degree (MBA) with a specialization in Finance and Financial Management Services from TKM Institute of Management. With a strong foundation in financial expertise, Prasanth brings valuable insights and knowledge to the table.
As the owner of Srishti Investment Advisors, Prasanth Krishnan leverages his expertise to provide exceptional financial planning services to clients. With a focus on building strong business relationships and managing risks effectively, Prasanth ensures that clients receive personalized and well-informed financial advice.
Choose Prasanth Krishnan and Srishti Investment Advisors for comprehensive financial planning solutions backed by years of industry experience and expertise.
AKSHYA TOWERS, FIRST FLOOR, SASTHAMANGALAM, TRIVANDRUM 10, Thiruvananthapuram, India, 695010
Vishal T. George - Advis Financial Consultancy
Advis Financial Consultancy has a mission to offer affordable financial advisory services to their esteemed clients, aiming to guide them towards their goals and build trust, quality, excellence, and core values. Their vision is to become the most trusted and preferred partner in financial consulting, fostering economic harmony within society.
The founder and CEO of Advis Financial Consultancy, CMA Vishal T. George, is an Electronics & Communication Engineer with a Master's degree in Business Administration, specializing in Finance.
As a Fellow Member of The Institute of Cost Accountants of India (ICAI) and a Certified Financial Planner registered with the Financial Planning Standard Board of India (FPSB India), he brings a wealth of expertise.
With over 8 years of banking experience, he established Advis Financial Consultancy to utilize his academic knowledge and banking exposure to provide financial excellence to his clients.
TC 24/1056(2) Kripa Towers, Adjacent Kowdiar Palace, Kowdiar Main Road, Thiruvananthapuram, India, Kerala
Gopinathan Nair C R - CRG Wealth
FPSB No: IN150385
CRG Wealth, owned by Gopinathan Nair C R, is dedicated to delivering Financial Planning services to families, assisting them in attaining their life's financial objectives. These objectives may include funding higher education for children, facilitating daughters' marriages, constructing a home, and planning for a comfortable retirement. With a focus on personalized financial solutions, CRG Wealth aims to empower families in achieving their financial goals and securing a prosperous future.
SS Kovil Road, Thampanoor, Trivandrum - 695001, Thiruvananthapuram, India, Kerala
How do I Find the Best Financial Planner in Thiruvananthapuram?
When you’re searching for a wealth adviser or a financial planner in Thiruvananthapuram, 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 Thiruvananthapuram?”. Locating a good financial planner can be challenging, but it’s not hard.
Here is how to find a good financial planner in Thiruvananthapuram:
- 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 Thiruvananthapuram 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 Thiruvananthapuram 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 Thiruvananthapuram you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Thiruvananthapuram?
Before you begin the process of choosing a financial adviser in Thiruvananthapuram, you want to be sure the advisor you choose is right for you. All of our financial planners in Thiruvananthapuram 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 Thiruvananthapuram, here are some key factors to consider:
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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:.
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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 Thiruvananthapuram?
Most of the financial planners listed by us in Thiruvananthapuram 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.