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Best Financial Advisors & Planners in Hyderabad
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Bhargav Vattam - VBS Investments
SEBI RIA No: INA200012683
VBS Investment is a distinguished Registered Investment Advisory organization sanctioned by SEBI, specializing in offering investment advisory services and comprehensive financial planning solutions. Their mission is to provide individuals, families, foundations, and organizations with the tools they need to grow their wealth securely and make informed investment decisions that yield holistic returns. With a profound understanding of the intricate financial landscape, VBS Investment aims to simplify the process, offering expert guidance tailored to each client's unique needs.
Central to their philosophy is the belief that personalized, affordable, and unwavering commitment are the cornerstones of effective investment advisory. They recognize that the complexity of today's financial markets can be daunting for many investors. In response to the glaring absence of high-quality, personalized, and accessible investment advice on a broad scale, VBS Investment was founded. Their commitment is to provide prudent and robust investment advice to investors, ensuring their financial well-being.
Bhargav Vattam, the visionary founder of VBS Investment, is the driving force behind the organization's principles and vision. His core objective is to offer the best financial solutions to all stakeholders associated with VBS Investment in a responsible and ethical manner. With more than four years of invaluable experience working for a registered investment advisory firm named Wills Financial Group in Virginia, USA, under the mentorship of Janet Wills, Bhargav brings a wealth of insights to the table. His academic and professional mentor, Dr. David H Downs of Virginia Commonwealth University, has been a continuing source of inspiration. Bhargav holds a Master of Science in Business Finance from Virginia Commonwealth University and a Master of Business Administration in Finance from Christ University in Bangalore, underscoring his commitment to excellence and expertise in the field.
16-2-705/1/12/A/C Professors Colony, Malakpet, HYDERABAD, TELANGANA, 500036
P R K Nagaraju - P N R Associates
FPSB No: IN150854
At PNR Associates, they are committed to being your trusted partner on your financial journey, providing comprehensive guidance across all stages, from building an Emergency Fund to crafting Retirement Plans. They recognize that each individual's financial path is unique, driven by their specific goals and circumstances. Therefore, their approach at PNR is highly personalized, tailored to meet the distinct needs of each client. Their Founder and Director, Mr. PRK Nagaraju, is a Certified Financial Planner accredited by the FPSB (Financial Planning Standards Board), an internationally recognized certification in Financial Planning. With over two decades of experience in navigating the complex landscape of various financial instruments, he embarked on this journey to ensure the safety and security of people's financial well-being.
Their core philosophy revolves around a 'Need'-based approach rather than a 'Product'-based one. They understand that true financial success is rooted in understanding the unique needs and goals of their clients, and they craft strategies that align with their individual aspirations. Whether it's safeguarding your financial future or planning for a comfortable retirement, PNR Associates is here to guide you every step of the way. They provide tailored proposals and suggestions to help you achieve your specific financial objectives, recognizing that what works for one person may not be the ideal solution for another. Their commitment to your financial well-being is at the heart of everything they do.
2nd Floor, Dr Atmaram Estates, HyderNagar, Jai Bharat Nagar, Hyder Nagar, Vasantha Nagar, Hyderabad, Telangana 500085.
Ram Kalyan Kumar Medury - Simply Grow Technologies (Jama Wealth)
SEBI RIA No: INA200015583
Jama Wealth was founded with a vision to bring transparency and trust to the world of investing. As seasoned investors themselves, they recognized a pervasive issue where the wrong investment products were being pushed, often accompanied by high indirect costs. To create a safer investing environment, they knew it was imperative to eliminate untrustworthy promoters and minimize emotional decision-making by leveraging technology in the investment process. This strategic approach serves to safeguard wealth by reducing the impact of market turbulence, ultimately paving the way for long-term prosperity.
At Simply Grow Technologies, their commitment is to provide top-tier financial advisory services and wealth management solutions. They empower their clients to make informed investment decisions that align with their long-term financial objectives. Their models have been meticulously developed over the years to cater to these specific goals. They believe that true financial success is achieved when individuals have the confidence to remain invested in sound equities over extended timeframes, enabling their wealth to grow and thrive.
Ram Kalyan Kumar Medury, the visionary founder of Simply Grow Technologies, brings a wealth of experience to the table. His impressive background includes serving as a CXO at BFSI Majors, a Financial Services Leader at Infosys, and a consultant at a Global Fortune 100 firm in the financial services and investment advisory sector. Armed with a PGDM from IIM Bangalore, Ram Kalyan Kumar Medury's leadership and insights are at the core of their mission to revolutionize the world of investing and wealth management, making it a more transparent and prosperous journey for all.
Plot No 3, TNGO's Colony, Manikonda Jagir, Gramapanchyath Financial District, Hyderabad, 500032.
Ravi Kiran Monigari - Fundvisor
FPSB No: IN150819
Fundvisor stands as a nationally acclaimed and award-winning wealth management firm, renowned for its exceptional client service and its unwavering commitment to providing clients with peace of mind. Their unique value proposition lies in delivering a personalized experience to each client, ensuring that their financial affairs are handled with the utmost competence and care. It's this consistency in delivering unparalleled service that instills a sense of confidence in their clients, knowing that their financial well-being is in capable hands.
Their team's collective experience fosters forward thinking, innovation, and transparent communication. This environment is infused with enthusiasm and optimism, solidifying their position as an integral component of a premier financial services firm. Ravi Kiran, the visionary founder of Fundvisor, is among the top Certified Financial Planners in India and is a distinguished member of the Financial Planning Standards Board. His deep-seated passion for promoting financial literacy is evident through his presence on YouTube, where he shares his insights, and through his regular contributions to leading newspapers. Ravi's dream is to make a meaningful difference in people's lives and to guide clients on a journey towards experiencing the joy of achieving their Financial Nirvana, ensuring a brighter financial future for all.
#4-4-76, Gandhi Colony, Dharmavidyalayam Road, Vikarabad, Greater Hyderabad, Telangana - 501101.
Srujan Pavuluri - Wealthease
SEBI RIA No: INA000004518 (PhillipCapital India)
With extensive experience and relevant qualifications, their team is well-equipped to address a diverse array of financial needs, ensuring clients receive top-tier professional guidance. Embracing a client-centric approach, they personalize their services, recognizing the uniqueness of each client. By actively listening and tailoring advice to individual circumstances, they strive to deliver customized solutions that align with their financial aspirations.
Their proactive stance involves staying ahead of the curve, monitoring market trends, regulatory changes, and economic shifts. This enables them to adapt strategies promptly, safeguarding their clients' financial well-being and ensuring their plans remain on track and optimized. Transparency is paramount in their operations, with open and honest communication about their services, fees, and potential risks or benefits. They prioritize client understanding and informed decision-making.
Founded by Srujan Pavuluri, a seasoned investment professional, they are committed to making quality investment advice accessible for everyone. As a person associated with investment advice (PAIA) at PhillipCapital (India) Pvt. Ltd., a SEBI-registered investment advisor, Srujan promotes financial literacy and informed investing. PhillipCapital, established in 1975, is an integrated Asian financial house with a global presence, offering innovative services across 15 countries. They combine affordability with exceptional service, prioritizing the security and confidentiality of their clients' financial information through robust measures and advanced data encryption.
Kapil Towers, GroWork, Level 4, Financial District, Nanakaramguda, Hyderabad Greater, Telangana 500032.
Shomesh Kumar
SEBI RIA No: INA200015088
Shomesh Kumar has strategically positioned himself within the financial services industry, distinguishing himself through a rich tapestry of experience and expertise that spans the full spectrum of financial functions, from the front office to the back. His journey commenced in May 2002 as an Equity Derivatives Analyst, and from that pivotal starting point, he embarked on a remarkable trajectory of growth, amassing a diverse set of product knowledge and competencies that place him among the pioneer Equity Derivatives Analysts in India.
A hallmark of Shomesh's career has been his unwavering commitment to pushing the boundaries of his comfort zone, consistently venturing into new roles and responsibilities. He demonstrated his versatility and acumen by establishing specialized research desks in various areas, encompassing Derivatives, Debt Market, Equity Fundamentals, Technical Research, and Mutual Funds. Beyond research, he extended his influence into the world of financial publications, serving as an editor and contributing author for prominent financial newspapers and magazines.
One of Shomesh's significant contributions was the creation and implementation of a client-centric advisory system, adding a new layer to his multifaceted role. He further expanded his horizons by delving into business development, crafting strategies, taking ownership, and educating both clients and employees. His proficiency and leadership were showcased on various business news channels as he represented the companies he served. In an ever-evolving journey, Shomesh established an Algorithmic Trading Desk, adding another layer of expertise to his already impressive repertoire. Yet, his quest for growth did not stop there; he continued to expand his knowledge and skills by embracing the complexities of back and middle office operations, firmly aligning himself from front to back as a proficient investment and finance professional.
501, Srivastsa, Plot 66/67, Methodist Colony, Begumpet, Hyderabad - 500016, Telangana.
Yashwant Vemuru - Vivekam Financial Services
SEBI RIA No: INA200000316
Yashwant presently assumes the role of leading the product division at Vivekam Financial Services, showcasing his proficiency as a Registered Investment Advisor (RIA) and leveraging his academic background from the esteemed Carnegie Mellon University. Over the course of his 9-year tenure in Silicon Valley, Yashwant has garnered diverse experience through various infrastructure roles, establishing himself as a seasoned professional in the industry.
With a strong foundation in both established corporations and dynamic startups, Yashwant has navigated the intricate landscape of the tech industry. His significant contributions include pivotal roles at Oracle, where he harnessed his skills in large-scale corporate environments. Additionally, Yashwant has demonstrated his adaptability and innovation in the startup realm, having been a key player in the success story of Sysdig, a unicorn startup based in San Francisco. This wealth of experience positions Yashwant as a valuable asset to the board at Vivekam, where his insights and strategic acumen contribute to the company's growth and success.
Yashwant's journey is characterized by a commitment to excellence and a broad spectrum of expertise gained from working in diverse professional settings. His academic achievements, combined with a robust professional background, make him a dynamic leader at Vivekam Financial Services, where he plays a pivotal role in shaping and advancing the company's product portfolio. As a forward-thinking executive, Yashwant continues to bring innovation and industry knowledge to the table, driving Vivekam's vision and positioning the company as a leader in the financial services sector.
Plot 57, Road 71, Jubilee Hills, Hyderabad, Telengana, India - 500 033.
Peddareddy Rajasekhar - valueraj
FPSB No: IN151761
Mr. Peddareddy Rajasekhar, the Founder & Managing Director of the company, brings over 16 years of experience in the cellular telecommunications sector, focusing on technology development and business management. Having lived in Singapore and worked extensively across South East Asia, he gained valuable insights into the industry. In 2008, drawing upon his professional background and personal experience in stock and mutual fund investments, he established the company with the mission of providing professional financial management services to individuals.
With a Master of Technology degree from the Indian Institute of Technology, Mumbai, a Post Graduate Diploma in Financial Advising from the Indian Institute of Banking and Finance, Mumbai, and a CERTIFIED FINANCIAL PLANNERCM designation from the Financial Planning Standards Board Limited, U.S.A., Mr. Rajasekhar is well-equipped to guide clients in managing their personal finances. His academic qualifications and hands-on industry experience form a solid foundation for the company's commitment to delivering expert financial services.
2nd Floor, Plot 41, Vijayapuri Colony, Opp. Canara Bank, Next to BPCL Petrol Station, Dr. AS Rao Nagar, Hyderabad – 500062, Telangana, India.
Kartik Damodar - Guardian Capital Investment Advisors
SEBI RIA No: INA200005380
Guardian Capital Investment Advisors stands as India's foremost SEBI registered investment advisory company, offering a comprehensive suite of services, including advisory, wealth management, and family office solutions, all tailored to meet the unique needs of their clients. What sets them apart is their unwavering commitment to delivering the highest quality of service at the most competitive rates, ensuring that their clients receive exceptional value for their financial journey.
Their journey commenced in 2016 when Guardian Capital Investment Advisors emerged as a boutique investment advisory firm. In just two and a half years, they made significant strides to become one of India's largest investment advisory firms, serving not only the Andhra and Telangana regions but clients throughout the entire country. The rapid growth can be attributed to their holistic approach to financial well-being, their ability to craft customized financial plans, and their steadfast dedication to customer service, all of which contributed to a remarkable doubling of their client base in a short timeframe.
Their name, Guardian Capital Investment Advisors, encapsulates their core values and investment approach, underscoring their commitment to safeguarding your financial future. They are here to take care of all your financial needs, providing you with peace of mind, as if you have a guardian angel watching over your financial interests.
Kartik Damodar, with over a decade of experience in the finance industry, plays a pivotal role in their journey. His expertise spans investment banking, strategy, operational consulting, and wealth management. He was a part of the prestigious business transformations team at American Express, stationed in New York and New Delhi. Additionally, he contributed to the research team at Dundee Securities Investment Bank in Toronto, where he developed and maintained various financial models. With an MBA from the University of British Columbia and a B.Com from the University of Windsor, Kartik brings a wealth of knowledge and insight to Guardian Capital Investment Advisors, ensuring that their clients receive expert guidance in their financial endeavors.
4th Floor Saha Building, Rd Number 11, Banjara Hills, Hyderabad, Telangana 500034.
M S Shabbir - SenSage Financial Services
SEBI RIA No: INA200000027
M S Shabbir, founder of SenSage Financial Services, emerged from humble beginnings as the fifth of seven children, navigating adversity to self-finance his education at the tender age of 17.
Guidance drawn from Islamic teachings marked a profound transformation in his perspective on finance, propelling him from a banker by happenstance to an adviser by conscious choice.
At SenSage Financial Services, Shabbir and his team understand the universal aspirations for a fulfilling present, prudent preparation for an uncertain future, and the provision for family in accordance with Islamic values.
Their mission revolves around empowering clients to realize these objectives while upholding the principles of "Client First." Operating with objectivity, adherence to Islamic principles, and utmost transparency, SenSage Financial Services provides clients with a robust framework for financial success and the invaluable peace of mind that accompanies it.
MCH No.10-2-289/87, Flat 102 Fortune Heights, Shantinagar, Asifnagar, Hyderabad - 500028. Telengana.
How do I Find the Best Financial Planner in Hyderabad?
When you’re searching for a wealth adviser or a financial planner in Hyderabad, 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 Hyderabad?”. Locating a good financial planner can be challenging, but it’s not hard.
Here is how to find a good financial planner in Hyderabad:
- 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 Hyderabad 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 Hyderabad 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 Hyderabad you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Hyderabad?
Before you begin the process of choosing a financial adviser in Hyderabad, you want to be sure the advisor you choose is right for you. All of our financial planners in Hyderabad 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 Hyderabad, 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 Hyderabad?
Most of the financial planners listed by us in Hyderabad 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.