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Best Financial Advisors & Planners in Chennai
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Here is our List of the top 10 Best Chennai Financial Planners & Advisors
Abubakr Siddique A.G - Wealth Traits Financial Planners
SEBI RIA No: INA200000910
Abubakr Siddique, A. G., is a FEE-ONLY Certified Financial Planner (CFP) Professional and a SEBI Registered Investment Advisor (RIA). After graduating, he initially explored employment opportunities overseas in the fine food processing industry. However, buoyed by the post-liberalization economic boom in India, he returned to the country, recognizing the burgeoning potential within the financial services sector.
Intrigued by investor behavior towards finance and investment, Abubakr pursued a postgraduate program in psychology in 2004 to deepen his understanding of behavioral finance. With the nascent stage of financial planning in India and a clear need for quality service providers, he enrolled in and completed the Certified Financial Planner (CFP) program through the Financial Planning Standards Board (FPSB) India in 2009.
Since then, Abubakr has promoted fee-based financial and life planning under his sole proprietorship, Wealth Traits Financial Planners. He now advises SME owners, NRIs, high-salaried individuals, and HNIs on financial planning, wealth management, and risk management. With a commitment to leveraging his extensive experience, he aims to guide enthusiastic aspirants and make a positive impact in personal financial planning and wealth management. His specialties include comprehensive financial planning, goal-based financial planning, investment advisory, and risk management consulting.
New No.682, Old No.475/31 A2, N S House, Annasalai, Nandanam Link Road, Nandanam, Chennai - 600 035.
Shyam Sekhar - IThought
SEBI RIA No: INA200004276
Personal finance is undeniably a pivotal aspect of every individual's life. It necessitates personalization, meticulous planning, careful prioritization, and the pursuit of perfection. While a financially astute individual can adeptly navigate this terrain, there are many who may require guidance. Everyone deserves to witness the fruits of their hard work materialize as wealth, and that wealth should be cultivated for sustainability. This conviction led me to embrace a fiduciary role rather than viewing it as a mere business endeavor. Assisting family and friends in this capacity was a natural inclination, but I recognized the potential to extend this support on a broader scale with an innovative approach, one that fulfilled a genuine need.
The year 2009 marked the inception of a professional firm focused on the realm of personal finance. Over the past decade, we have diligently crafted independent teams, cultivated multidisciplinary domain expertise, developed multifaceted asset advisory practices, and fostered a customer-centric culture that underpins our approach. This journey as an advisor has imparted knowledge far beyond what I gleaned during my previous two decades as an investor. Today, IThought boasts formidable domain expertise encompassing financial planning, mutual fund research, investment advisory, equity research, equity advisory, and portfolio management. We have attained the status of being a SEBI registered investment advisor and SEBI registered portfolio manager. Throughout IThought's evolution since 2009, certain principles have remained unaltered, such as our unwavering focus on investors, our planning-centric philosophy, our dedication to achieving performance targets, and our enduring commitment to patience.
IThought remains resolutely dedicated to you, your aspirations, your interests, and your pursuit of financial freedom. Your journey is intricately entwined with theirs, and they will steadfastly support you until you reach your financial destination. Brighter days lie ahead of both you and them on this shared path.
# 554/555, Level 5, Capitale Towers Anna Salai, Teynampet, Chennai - 600018
Renu Maheshwari - Finscholarz Wealth Managers LLP
SEBI RIA No: INA200000589
Renu Maheshwari, the first individual SEBI Registered Investment Adviser in Tamil Nadu, is an accomplished finance professional with an MBA in Finance, Certified Financial Planner (CFP), CPFA, and CFA Level 1 credentials. With over 25 years of experience in the finance industry, she is a staunch advocate for client-side, fee-only financial advisory services.
Together with her partner Jagdish, Renu has redefined financial advisory in India through their company, Finscholarz. The firm provides commission-free, fiduciary, holistic, and client-centric financial planning and investment management services, significantly improving the financial lives of their clients. Her innovative practice model has garnered recognition from APAC Insider, Outlook Money, and Rajalakshmi Group of Institutes, with accolades such as ‘Best Financial Advisor in India – 2016’, ‘Best Investment Adviser in India – Runner Up – 2015’, and ‘Eminent Woman Achiever’.
Renu is a founding director of ARIA and serves on the India CPF Board Advisory Council of the Financial Planning Standards Board (USA), offering thought leadership to India's financial planning community. She is the pioneer of ‘WoW’ (Women Only Workshop on Personal Finance), actively helping women achieve financial freedom since 2013, having impacted over 3,000 women through these sessions. Her articles appear regularly in Bloomberg Quint, FPSB India Journal, and Outlook Money, and she contributes a column to Tamil Fortnightly – Thozhi. Her insights are frequently featured in Live Mint, ET Wealth, Aval Vikatan, and Business Standard, and she appears on BTVi to address investors' queries.
As a visiting faculty member at ICoFP, IIFP, and ACE School of Financial Planners, Renu also leads Finscholarz’ ‘Financial Planning and Portfolio Management’ Certificate course at Stella Maris College, Chennai, aiming to induct more young professionals into ethical, sales-free consulting. Her commitment to a fiduciary relationship with clients is evidenced by the firm's success measured not by profits but by the number of lives they touch.
P-101, THE ATRIUM, 22, KALAKSHETRA ROAD,, THIRUVANMIYUR,, CHENNAI, TAMIL NADU, 600041.
Janaki Raman - IThought
SEBI RIA No: INA200004276
Janaki Raman earned his bachelor's degree with a specialization in Accounting and Finance from Dwaraka Doss Goverdhan Doss Vaishnav College in Chennai. He brings a wealth of experience to the table, having worked in the Investment Banking domain, with a particular focus on the Paris and Euro region, during his tenure with BNP Paribas prior to joining IThought.
In addition to his extensive background, he has successfully completed his CFA Level 2 and NISM exams, demonstrating his commitment to professional development. Janaki Raman's enthusiasm lies in the realm of finance, and he holds a particular fascination for Personal Finance and the intricate world of investor psychology.
# 554/555, Level 5, Capitale Towers Anna Salai, Teynampet, Chennai - 600018
Jayalakshmi Kannan - IThought
SEBI RIA No: INA200004276
Jayalakshmi holds a bachelor's degree in Commerce from S.D.N.B Vaishnav College in Chennai. Her professional journey encompasses roles in various esteemed organizations, including GE India Limited and the esteemed firm of Sreedhar, Suresh, and Rajagopalan Chartered Accountants. Throughout her diverse career, she has cultivated profound expertise in distinct realms of accounting and taxation.
In addition to her practical experience, she has diligently completed her Investment advisory qualifications accredited by NISM (National Institute Of Securities Markets). Jayalakshmi possesses a strong desire for continuous learning, embodying a proactive and determined attitude as she forges her path towards advancing in her career. Beyond her professional pursuits, she finds joy in playing badminton and aspires to attain the esteemed designation of a Chartered Accountant.
# 554/555, Level 5, Capitale Towers Anna Salai, Teynampet, Chennai - 600018
Shashi Singh - FinMyn
SEBI RIA No: INA200012009
Shashi is the proud owner of FinMyn and is a SEBI Registered Investment Adviser. His academic journey led him to an MBA in Finance from the prestigious Carlson School of Management in Minneapolis, USA.
For him, Financial Planning and Wealth Advisory are not just professions but lifelong passions. He has dedicated years to cultivating this passion and has actively participated in promoting financial education and awareness across various sectors, be it within corporations, academia, or society at large. His ultimate aim is to democratize honest and transparent financial guidance, making it accessible to as many individuals as possible.
He is here to assist you in your financial planning journey, offering insights and advice that prioritize your financial well-being. Whether you're seeking guidance on investments, wealth advisory, or any aspect of personal finance, you can rely on FinMyn to be your trusted partner in navigating the complexities of the financial world.
Hiranandani Upscale, Seawood, B-304, 5/63, OMR, Egattur, Chennai – 603103, Tamilnadu, India
Venkataramana Chinnakotla - Champion Wealth Creators
FPSB No: IN151362
Venkataramana C is a seasoned Certified Financial Planner (CFP) with a rich background as an MBA graduate. Venkataramana's career in the financial realm spans over 21+ years, during which Venkataramana has gained extensive expertise in Financial Services, Portfolio Management, and Operations.
In 2014, Champion Wealth Creators was founded by Venkataramana C with a core mission in mind: to deliver holistic and all-encompassing financial planning services. The investment journey commences with a meticulous assessment of clients' Risk Profiles, allowing the team to gain a deep understanding of their financial objectives in accordance with their unique time horizons. This, in turn, empowers the team to craft a tailored asset allocation strategy that forms the bedrock of portfolio construction.
Champion Wealth Creators serves as the dedicated partner in the pursuit of financial prosperity. The comprehensive approach, built on years of experience, is designed to empower clients to achieve their financial goals and secure their financial future. The team looks forward to embarking on this financial journey with clients.
Anmol Palani Complex, Level 1, B2, No.88, Gopathi Narayanaswami Chetty Rd, next to Dee Cee Manor Hotel, T. Nagar, Chennai, Tamil Nadu 600017
Sridharan Sundaram - Wealth Ladder Direct
SEBI RIA No: INA200010357
Sridhran is a distinguished SEBI Registered Investment Advisor (RIA) who has provided invaluable financial planning and wealth management guidance to countless individuals. His exceptional expertise in this field is underscored by his recognition as an 'Associate Financial Planner' for retirement planning and employee benefits, an accolade conferred by the Financial Planning Standard Board. With over a decade of experience in financial planning, Sridhran has honed his skills through roles in prominent financial advisory firms such as FundsIndia, Quantum, and Allegro Capital.
In addition to his advisory roles, he is an active contributor to renowned personal finance publications, including moneycontrol.com, Financial Express, Times of India, UTI Swatantra, Nanayam Vikatan, among others. Sridhran's commitment to empowering individuals with sound financial advice and his wealth of experience make him a trusted guide in the realm of personal finance.
Golden Rays Business Centre, 53A / 29A, Lake View Road, West Mambalam, Chennai – 600033
Ramalingam K - Holistic Investment
FPSB No: IN150014
Ramalingam (MBA, CFP), a Co-Founder of Holistic Investment, is renowned for his groundbreaking 3-Dimensional Holistic Investment Approach, which has transformed the financial and investment landscape. With an extensive portfolio of success stories, he has effectively guided and coached numerous clients in the strategic development and execution of their financial and investment plans.
In addition to his exceptional work in Financial Planning, Ramalingam has established himself as a prolific writer and thought leader in the field. His insightful contributions extend to over 500 articles, featured in prominent publications such as Rediff.com, Nanayam Vikatan, and various Professional Trade Journals. His commitment to empowering individuals with informed financial decisions and his capacity to simplify complex financial concepts has made him a trusted advisor and an influential voice in the industry. Ramalingam's dedication to holistic financial solutions has been instrumental in shaping the financial success of many.
10/15, Second Cross Street, Seethammal Extn., Teynampet, Chennai – 600 018
Sathyamoorthy N - Rupee Wise Investment Advisors
SEBI RIA No: INA200014353
Rupee Wise Investment Advisors was founded by Mr. N. Sathyamoorthy, who brings 21 years of experience in investments and financial management. He is a Certified Financial Planner® (CFP®) from FPSB Ltd, Denver, USA, and holds an MBA degree from the University of Madras. Additionally, he possesses a Post Graduate Diploma in Banking & Financial Services (PGDBFS) from Symbiosis University and is a SEBI Registered Investment Advisor (Registration No. INA200014353).
Mr. Sathyamoorthy has extensive experience in investment advisory roles with esteemed organizations such as Standard Chartered Bank, DBS Cholamandalam Distribution Ltd (a joint venture between Murugappa Group and DBS Bank), RBL Bank, and Fundsindia.com. His clientele has included high net worth individuals (HNI), small and mid-size enterprises (SME), public limited companies, and charitable organizations.
Passionate about providing financial planning and unbiased investment advisory services at an affordable price, Mr. Sathyamoorthy also strongly advocates for financial literacy as a means for individuals to achieve financial independence. His commitment to empowering clients with knowledge and strategic advice underscores the mission of Rupee Wise Investment Advisors.
No.40, Vetri Vinayagar Koil Street, Thiruvalleeswarar Nagar, Annanagar, Chennai 600040
How do I Find the Best Financial Planner in Chennai?
When you’re searching for a wealth adviser or a financial planner in Chennai, 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 Chennai?”. Locating a good financial planner can be challenging, but it’s not hard.
Here is how to find a good financial planner in Chennai:
- 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 Chennai 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 Chennai 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 Chennai you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Chennai?
Before you begin the process of choosing a financial adviser in Chennai, you want to be sure the advisor you choose is right for you. All of our financial planners in Chennai 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 Chennai, 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 Chennai?
Most of the financial planners listed by us in Chennai 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.