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Best Financial Advisors & Planners in Navi Mumbai

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Here is our List of the top 10 Best Navi Mumbai Financial Planners & Advisors

Prakash Chandra Praharaj - Max Secure Financial Planners

Prakash Chandra Praharaj - Max Secure Financial Planners

SEBI RIA No: INA000000045

Shri Prakash Praharaj is driven by a commitment to excellence. He holds two gold medals, recognizing his outstanding academic achievements in both his undergraduate and postgraduate studies in Commerce. Furthermore, he is an MBA graduate with a focus on Finance and Marketing. His qualifications also encompass a Diploma in Treasury, Investment, and Risk Management, along with CAIIB certification from the Indian Institute of Bankers. He's earned the designation of a Certified Financial Planner from the Financial Planning Standards Board in Denver, USA. Additionally, he is a SEBI Registered Investment Adviser, holding registration number INA 000000045 since August 2, 2013.

Shri Praharaj's professional journey commenced at the Reserve Bank of India, followed by a role as an Assistant Administrative Officer at United India Insurance Co. After three years, he joined State Bank of India as a Probationary Officer in 1983. Over 22 years with the bank, he gained extensive experience in various aspects of retail banking and treasury operations, culminating in his assignment in the Treasury Department at the Corporate Centre. In 2006, he transitioned to the life insurance industry, taking on the role of Chief Risk Officer at SBI Life Insurance Co Ltd. With comprehensive experience spanning major financial sectors, including banking, general insurance, investments, and life insurance, he decided to leverage his expertise by offering independent financial advice. He is dedicated to promoting financial literacy and guiding clients toward achieving their financial aspirations and realizing their dreams through sound financial planning.

Shri Praharaj is a notable columnist in the realms of Financial Planning and Insurance. He has also shared his insights by teaching MBA students about Financial Planning at ITM Vashi and instructing courses in Security Analysis & Portfolio Management at IIBM, Sanpada. Additionally, he served as an adjunct professor in Finance at IBSAR, CBD Belapur. His perspectives and articles have been featured in esteemed publications such as the Financial Express, Economic Times, Mint Money, Business Standard, and ET Wealth. Furthermore, CNBC TV 18 published his book titled "Your Everyday Guide to Personal Finance and Insurance" in 2015. Collaborating with co-author Dr. Nirakar Pradhan, CFA, he also authored "Your Everyday Guide to Behavioral Finance," which was published by Hay House.

219, Skylark, Plot no 63, Sector 11, CBD Belapur, Navi Mumbai, Maharashtra - 400614.


Preeti Zende - Apana Dhan

Preeti Zende - Apana Dhan

SEBI RIA No: INA000012777

Apana Dhan specializes in addressing clients' financial planning needs. They provide Fee-only Financial Planning services and are fully dedicated to helping clients achieve their financial goals. To ensure complete transparency and to eliminate any potential conflicts of interest, they abstain from selling or distributing any financial products. Their sole source of income is derived from the fees they charge their clients.

A Fee-only Financial Planner is a professional who charges fees for creating and offering financial plans and advice. They do not accept any form of commissions or incentives from mutual fund companies, insurers, or other financial product providers. These planners maintain complete independence from and have no affiliations with mutual fund companies, insurance companies, or any other product vendors.

Preeti, is an Associate of the Insurance Institute of India (AIII) and holds a postgraduate Diploma in Business Finance from ICFAI University. Additionally, she possesses a Master's degree in Commerce from Pune University.

Preeti has an extensive background in the insurance and finance industry, with experience in both administrative and marketing aspects of financial products. Her previous roles include serving as a Medical and Non-medical Underwriter and leading a Quality Check team at Reliance Life Insurance Company. She also contributed to ICICI Prudential Life Insurance Company's sales and marketing division.

Preeti is a 'Registered Investment Adviser' (RIA) recognized by the 'Securities and Exchange Board of India' (SEBI), making her one of the few individual advisers in India and one of the very few in Navi Mumbai, Maharashtra, who is licensed to provide comprehensive financial guidance.

C-27, Purvanchal CHS, Near Prajapati Hall, Sector 1, Airoli, Navi Mumbai, Maharashtra - 400708.


Prathmesh Kishore Khachane - Pratham Investments

Prathmesh Kishore Khachane - Pratham Investments

At the age of 24, Prathmesh made the bold choice to pursue a career in business with a vision of establishing his own financial consultancy, known as "Pratham Investments." Armed with an MBA in Financial Markets and certification as a Financial Goal Planner, he embarked on this journey.

Prathmesh's professional journey has included conducting financial wellness workshops for individuals, families, and corporates, with the ultimate goal of empowering them to enhance their hard-earned income. His diverse clientele includes professionals from various fields, such as doctors, businessmen, advocates, pilots, and more. Managing assets worth several hundred crores, Pratham Investments tailors investment strategies through personalized financial planning, catering to both individuals and NRIs.

Prathmesh possesses a unique talent for deciphering stock market fluctuations and furnishing crucial investment insights to his clients. He remains committed to continuous learning and adapts to evolving industry technologies.

Beyond the realm of finance, Prathmesh is an avid marathon runner and enjoys exploring cities on foot. This passion keeps his business thriving while staying grounded in his approach. He firmly believes in the right of everyone to attain a healthy financial life and is dedicated to providing unbiased, affordable, and comprehensive investment solutions.

Office No. 312, Grohitam Premises, Opp. Dana Bazar, Sector - 19, Vashi, Navi Mumbai - 400 703


Ajay Pruthi - Plnr

Ajay Pruthi - PLNR

SEBI RIA No: INA000018063

Ajay Pruthi is an accomplished financial planner with an impressive educational and professional background. He is a proud alumnus of the esteemed K. J. Somaiya Institute of Management and holds a degree from the renowned NIT Jalandhar, a testament to his commitment to excellence in education.

In the realm of financial planning, Ajay Pruthi has achieved several noteworthy designations, reflecting his dedication to mastering the intricacies of the field. He is not only a SEBI Registered Investment Adviser (RIA) but also a Certified Financial Planner (CFPCM). Additionally, his affiliation as an Associate of the Insurance Institute of India (AIII) highlights his comprehensive understanding of the insurance industry.

With over 15 years of dedicated experience in personal financial planning, Ajay Pruthi has become a trusted expert in this space. His wealth of knowledge and expertise has allowed him to serve a broad spectrum of clients, including individuals, families, and corporates. Notably, he has successfully managed the financial aspirations of over 500 fee-only financial planning clients, solidifying his reputation as a reliable and client-focused financial planner.

Ajay Pruthi's commitment to his clients is driven by his passion for delivering tailored financial solutions that align with their unique goals and objectives. His wealth of experience, combined with his impressive credentials, makes him a go-to resource for individuals seeking expert financial guidance and a secure path to financial success.

Shop No. 2, 1st Floor, Tulip Plaza, Plot No. 114, Sector 13, Kharghar, Navi Mumbai - 410210.


Ajay Pradhan - Stellar Finserv Plus Prime Wealth

Ajay Pradhan - Stellar Finserv Plus Prime Wealth

SEBI RIA No: INA000018160

Stellar Finserv Plus Prime Wealth comprises a passionate team, including a Chartered Wealth Manager®, an AMFI Registered Mutual Funds Distributor, and IRDA Certified Insurance Advisors based in Navi Mumbai. They take pleasure in understanding client requirements and create a road map for their clients to achieve their goals, accompanying them during their journey towards financial stability and freedom.

They add time to the lives of busy and successful professionals and senior management executives in India and across the globe, assisting them in achieving a panoramic view of their finances. Through personalized and unbiased analysis of their finances, resources, and life goals, they empower client families to rid themselves of financial worries, allowing them the time and freedom to pursue activities they enjoy.

The team is committed to making a difference in the financial lives of their valued clients. They believe in developing strong relationships with every client by understanding their life-stage requirements, future life goals, risk profile, and suggesting appropriate financial products. They maintain a unique position by not being obligated to any principal company, enabling them to provide unbiased and professional guidance in suggesting financial products such as Mutual Funds, Fixed Income Securities, Retirement Planning, Insurance Coverage, and Estate Planning.

Millennium Towers, Sector 9, Sanpada East, Navi Mumbai, Maharashtra.


How do I Find the Best Financial Planner in Navi Mumbai?

When you’re searching for a wealth adviser or a financial planner in Navi Mumbai, 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 Navi Mumbai?”. Locating a good financial planner can be challenging, but it’s not hard.

Here is how to find a good financial planner in Navi Mumbai:

  • 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 Navi Mumbai 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 Navi Mumbai 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 Navi Mumbai you can hold in high regard.

What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Navi Mumbai?

Before you begin the process of choosing a financial adviser in Navi Mumbai, you want to be sure the advisor you choose is right for you. All of our financial planners in Navi Mumbai 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 Navi Mumbai, 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:
    • 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 Navi Mumbai?

Most of the financial planners listed by us in Navi Mumbai 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.