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Best Financial Advisors & Planners in Jaipur

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

Pankaj Sharma - Jsk Consulting

Pankaj Sharma - JSK consulting

JSK CONSULTING offers a comprehensive and independent approach to help individuals take control of their finances and, by extension, their lives. Many individuals find themselves in a situation where their money dictates their choices, simply because they lack a clear vision for their life and a strategic plan to realize their goals. The mission of JSK CONSULTING is to change that narrative by assisting clients in identifying their personal and financial objectives. The company believes in the power of understanding people before numbers.

The specialized services are designed to take the burden of financial management off clients' shoulders, allowing them to focus on what truly motivates and inspires them. At JSK CONSULTING, the priority is clients' dreams and aspirations. It's not about the company; it's about the clients. The process begins by getting to know clients and understanding their unique goals. Whether clients dream of exploring exotic destinations or ensuring their family's financial security, JSK CONSULTING will be by their side, guiding them toward achieving what's important to them.

Take the first step towards financial empowerment and a more fulfilling life with JSK CONSULTING.

Ist floor, Metro Tower, Near Times of India, JDA shopping Center, Tonk Road, Jaipur - 302015, Rajasthan.


Madhupam Krishna - The Wealth Wisher

Madhupam Krishna - The Wealth Wisher

SEBI RIA No: INA100003899

Fee Only:

Madhupam Krishna, the founder of "The Wealth Wisher," is a SEBI RIA who embarked on a financial journey without the advantage of a privileged upbringing or early passion for finance. Despite lacking the guidance of a "Rich Dad" or the influence of renowned financial experts, Madhupam had a hint of Marwari financial traditions in his heritage. He entered the financial world with a meager Rs 1,000 per month salary and a humble scooter as his means of transportation, having left a well-paying job in brand management. This initial sacrifice was the foundation of his enduring passion for the industry.

Over the next 14 years, Madhupam gained invaluable insights into the three-dimensional landscape of the financial world. In the traditional 2D perspective, financial products are matched to clients' needs through intermediaries. However, the third dimension of greed often taints advice, leading to biased or dishonest recommendations, where investors can fall victim to financial predators. Despite these challenges, Madhupam also witnessed uplifting stories of advisors making ethical choices, turning clients' lives around, and helping them achieve financial prosperity and peace of mind. In the vast sea of finance, both sharks and dolphins coexist, symbolizing the complexities and opportunities within the industry.

638B, Lane No 8, Janpath, Rani Sati Nagar, Nirman Nagar, Jaipur - 302019, Rajasthan.


Hemant Beniwal - Ark Primary Advisors

Hemant Beniwal - Ark Primary Advisors

FPSB No: IN149963 | SEBI RIA No: INA100001927

Fee Only:

Hemant, currently serving as the Principal Financial Planner, boasts a remarkable track record with over two decades of experience in the Financial Industry. His journey began as a Management Graduate in Finance, and he has since ascended to become a Certified Financial Planner Professional. During his impressive career, he spent eight years collaborating with major financial brands, culminating in his role as the Regional Head of Rajasthan for a prominent Mutual Fund company.

In 2009, Hemant embarked on a mission with Ark, driven by a vision to establish elevated standards within the Financial Industry. Beyond offering Financial Planning services to help clients achieve their financial aspirations, Hemant extends his expertise through training programs on Financial Planning and Investment Planning. He takes pride in mentoring and coaching Financial Advisors across Rajasthan, contributing to the growth and professional development of the financial sector.

One distinguishing aspect of Hemant's approach is his commitment to research and analysis of various financial products. His insights and perspectives are frequently showcased in publications such as Business Standard, Outlook Money, Livemint, and Indian Express. Hemant firmly believes that Financial Planning is the key to realizing one's financial goals, yet he acknowledges that in the Indian context, the terms "Financial Planning" and "Financial Planner" have often been misused for selling financial products, leaving the genuine planning aspect overlooked and causing confusion.

1st Floor, B-16, Near Adarsh Nagar Police Station, Janata Colony, Jaipur - 302004, Rajasthan.


Piyush Khatri - Sahastha Financial Consultants

Piyush Khatri - Sahastha Financial Consultants

FPSB No: IN151728 | SEBI RIA No: INA200007007

Fee Only:

Piyush Khatri, the founder of Sahastha Financial Consultants, draws inspiration from the Sanskrit word "Sahastha," meaning companion. With over a decade of dedicated experience in wealth management, Piyush is committed to empowering individuals to secure their financial futures.

Beginning his career by educating individuals on saving and investing fundamentals, Piyush has guided over 500 clients towards financial prosperity. Through meticulous wealth management, personalized financial planning, and effective risk management strategies, he ensures his clients achieve their financial goals while navigating market complexities.

Driven by a passion for empowerment, Piyush believes that financial knowledge is essential for a secure future. By demystifying finance, he enables clients to make informed decisions, aligning their investments seamlessly with their aspirations. Beyond finance, Piyush's interests in travel and music enrich his perspective, fueling his creativity and enhancing his ability to assist clients effectively.

Office No. 107, Mangalam Crown Square, Gandhi Path, Vaishali Nagar, JAIPUR, RAJASTHAN, 302021.


How do I Find the Best Financial Planner in Jaipur?

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

Here is how to find a good financial planner in Jaipur:

  • 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 Jaipur 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 Jaipur 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 Jaipur you can hold in high regard.

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

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

Most of the financial planners listed by us in Jaipur 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.