Best Financial Advisors & Planners in Chandigarh
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Here is our List of the top 10 Best Chandigarh Financial Planners & Advisors
Rajneesh Rana - 3S Associates
Rajneesh Rana, an accomplished MBA graduate, stands as the visionary founder behind 3S Associates, an innovative company headquartered in the vibrant city of Chandigarh. With his extensive knowledge and expertise in the field of business administration, Rajneesh has laid the foundation for 3S Associates, which has quickly established itself as a pioneering entity in the region.
Under Rajneesh's adept leadership, 3S Associates has embarked on a remarkable journey, offering a wide array of services that cater to the evolving needs of businesses. With a keen focus on excellence and a commitment to delivering results, the company has garnered a reputation for its strategic approach and forward-thinking solutions. Rajneesh's MBA background and entrepreneurial spirit have propelled 3S Associates to new heights, positioning it as a key player in the business landscape of Chandigarh and beyond.
Through his remarkable journey as an MBA graduate and the founder of 3S Associates, Rajneesh Rana has left an indelible mark on the business world. His dedication to innovation and unwavering commitment to excellence continue to shape the success and growth of his company, making him a prominent figure in the vibrant business community of Chandigarh.
Plot No: 181/33, Industrial Area, Phase 1, Chandigarh - 160002. U.T.
Ankush Kumar - AS Financial Services
AS Financial Consultants is a comprehensive financial services provider, specializing in tailoring investment solutions for a diverse clientele. Its clients encompass a wide spectrum, from high net-worth individuals and top-level executives to small and medium-sized enterprises who place their trust in the company to manage their financial portfolios. AS Financial Consultants guides its clients through the entirety of their financial journey, assisting in both wealth creation and wealth preservation phases.
As custodians of their clients' wealth, the company employs diversification across various asset classes to mitigate risk. Regular portfolio reviews are a standard practice, ensuring clients' overall financial well-being. The team of highly qualified investment advisors consists of skilled financial analysts who provide expertise in a wide range of financial products. AS Financial Consultants prioritizes the security of clients' information and firmly believes that personalized, consistent service leads to enduring and fruitful client relationships. The company's commitment is rooted in trust, integrity, and responsibility, and it consistently strives to exceed clients' expectations.
The approach begins with in-depth discussions to comprehend clients' unique circumstances, goals, and constraints, fostering long-term relationships rather than one-off transactions. Regardless of the services clients choose, AS Financial Consultants is dedicated to providing quality service over the extended term. Client loyalty is of paramount importance, as most client relationships are formed by invitation, and the company refrains from mass marketing strategies. Ankush, the founder, brings over 14 years of dedication and expertise in the BFSI sector, ensuring that client portfolios are nurtured and managed with bespoke solutions. His unwavering commitment to asset allocation strategies and client interests, combined with regular market monitoring, form the foundation of the approach. Outside of the financial world, Ankush finds solace in swimming and cricket, which help him unwind and stay focused.
SCO 367-368, 1st Floor, Cabin No.1, Sector 35B, Chandigarh - 160022, U.T.
Chander P Chellani - IDA Wealth
SEBI RIA No: INA000017851
Chander is a highly accomplished Chartered Accountant, boasting a remarkable career spanning over three decades. His professional journey is a testament to his expertise and leadership in the financial industry. With a history of serving in influential roles at esteemed financial institutions such as Citigroup, ICICI Bank, and Birla Sunlife, Chander has left an indelible mark on the sector.
His significant achievements include fostering growth in these organizations through a comprehensive focus on customer-centric strategies and ensuring profitability. It's worth noting that Chander is also a registered Investment Advisor with SEBI, underscoring his commitment to delivering sound financial guidance and advice.
PP 168, Emaar Mohali Hills, Sector 108, Mohali, Chandigarh - 160055, U.T.
Amrinder Singh - Diligent Financial Planners
In the realm of financial management, addressing every query is essential, whether it's today or tomorrow. Financial management encompasses various strategies, each carrying its own level of risk. Many perplexing aspects of financial management revolve around questions like ensuring adequate funds for children's education, optimizing retirement savings, managing tax obligations, and estate planning. Diligent FP's primary focus is simplifying these complexities for clients to empower them to make confident financial decisions.
Diligent financial management services meticulously analyze the key components of clients' financial situations, offering tailored solutions. The services are designed to provide clarity and direction to financial choices. By delving into clients' financial concerns, from the most basic to the most critical, Diligent FP is committed to assisting them in making informed decisions and addressing their financial vulnerabilities.
The dedicated financial management services aim to understand the challenges clients face, allowing them to progress toward financial freedom. With a team of highly trained professionals, Diligent FP helps clients identify and assess the major risk areas within their investment portfolios. The ultimate goal is to empower clients with control over their financial affairs, ensuring clarity in their objectives and providing the peace of mind that comes with financial stability.
SCO 333-334, FF, Cabin No: 208-A, Sector 35-B, Chandigarh - 160035, U.T.
Vikas Bhattu - Wealth Vault
FPSB No: IN152036
WealthVault is an AMFI-Registered Mutual Fund Distributor dedicated to delivering tailored financial solutions to its clients. At WealthVault, the primary focus lies in presenting clients with comprehensive solutions for Wealth Enhancement, Wealth Preservation, and Wealth Distribution. What sets the team of experts apart is their unwavering commitment to understanding the unique needs of each client, steering away from the conventional practice of simply distributing financial products.
The founders of WealthVault bring with them a wealth of experience from their tenure with domestic and multinational banks in India. Drawing from this invaluable background, WealthVault has identified promising opportunities within the financial industry. The steadfast dedication to providing top-notch services to clients has paved the way for strong performance, and the team remains steadfast in the pursuit of further achievements in the future. The mission is to continually deliver quality services that empower clients to achieve their financial goals.
SCO 59-60, FF, Sec 9-D, Chandigarh - 160009, U.T.
Suresh Narula - Prudent FP
SEBI RIA No: INA100001877
Fee Only: ✅
Suresh Narula, the Founder of PrudentFP, is a registered Investment Adviser (RIA) with SEBI under its 2013 regulations. Additionally, he holds legal authorization as a GST Practitioner to file GST returns under the Goods and Services Tax Act, 2017. Adhering to strict regulations, he is permitted to charge fees exclusively from clients without receiving commissions, incentives, or brokerage from product distribution. Suresh Narula possesses academic qualifications, including an M.Com, Master of Finance & Control (MFC), and Certified Financial Planner (CFP) credentials.
Currently serving as an advisory member and treasurer on the board of FPGI (Financial Planners' Guild India), an association comprising fee-only advisors, Suresh Narula is dedicated to promoting financial planning awareness and elevating the professional standards of its members. He is a founding member of the Association of Registered Investment Advisers (ARIA) established in 2019.
Operating from the office in Panchkula, Haryana, PrudentFP caters to clients across India, including major cities like Ambala, Chandigarh, Mohali, Delhi, Noida, Mumbai, Bangalore, Kolkata, Jammu, and smaller towns such as Baddi, Lalru, Mandi Gobindgarh, and Mullana. The firm extends its services to NRIs from locations like Saudi Arabia, the United States, Malaysia, Kuwait, and South Africa, utilizing technology to enhance client interactions and provide an immersive experience. With a focus on individuals in service and professionals, PrudentFP prioritizes ethical and integrity-driven practices, building long-term, mutually beneficial relationships with clients based on trust and professionalism as evidenced by client testimonials.
# 1397, Second Floor, Sector 25, Panchkula (Haryana), Pincode - 134116, INDIA.
Manikaran Singal - Good Moneying Financial solutions
FPSB No: IN149989 | SEBI RIA No: INA100001620
Fee Only: ✅
Originally established as a blog, Good Moneying Financial Solutions has evolved into a comprehensive personal financial planning and investment advisory firm, extending its services to clients worldwide. The clientele spans a diverse spectrum, encompassing individuals from different professions, ranging from service and business persons to professionals and retirees, as well as residents and NRIs. The firm caters to the financial needs of clients spanning a wide age range, from those in their early 20s to individuals in their late 80s.
The invaluable experience gained from managing such a varied client base, each with distinct requirements, aspirations, and goals, has equipped the firm with profound insights. This, in turn, enables the creation of tailored financial plans, facilitating clients in achieving their financial and life goals with comfort and confidence. The founder and Chief Financial Planner, Manikaran Singal, brings a wealth of expertise to the table. Holding an MBA in Finance, he is a gold medalist, a Certified Financial Planner, and a SEBI Registered Investment Advisor, ensuring a fiduciary commitment to act in the best interests of clients. With over 15 years of experience in the financial services industry, Singal advocates for focus, discipline, and a structured process as the pillars of success.
Singal underscores the importance of balance in life, asserting that true wellness goes beyond financial success alone. Emphasizing the principle that "Living RICH" is about holistic well-being, Good Moneying not only addresses money management but also provides counseling and action points for a comprehensive approach to life. Singal's passion for financial planning is evident in his efforts to spread financial literacy through blog articles and contributions to media publications. Additionally, he conducts training sessions on various personal finance topics for corporate houses, banks, and insurance companies, furthering the mission of enhancing financial awareness among the masses.
Megabyte Business Center, SCO 333-334, First Floor, Sector 35B, Chandigarh - 160022, U.T.
How do I Find the Best Financial Planner in Chandigarh?
When you’re searching for a wealth adviser or a financial planner in Chandigarh, 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 Chandigarh?”. Locating a good financial planner can be challenging, but it’s not hard.
Here is how to find a good financial planner in Chandigarh:
- 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 Chandigarh 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 Chandigarh 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 Chandigarh you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Chandigarh?
Before you begin the process of choosing a financial adviser in Chandigarh, you want to be sure the advisor you choose is right for you. All of our financial planners in Chandigarh 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 Chandigarh, 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 Chandigarh?
Most of the financial planners listed by us in Chandigarh 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.