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Best Financial Advisors & Planners in Kanpur

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

Bhanu Mani Lal - S B Financial

Bhanu Mani Lal - S B Financial

More than a decade ago, SB Financial was founded with a vision of delivering intelligent financial products and strategies. Over the years, they have evolved into a trusted leader in the financial services industry. Beyond their core stock broking services, they have expanded their offerings to encompass a wide range of financial services, including primary market operations, mutual funds, insurance, and comprehensive financial planning.

Their unwavering commitment revolves around constantly enhancing their technological capabilities and infrastructure to provide the best possible services to their investors. Their growth and success can be attributed to the immense trust their clients and investors have placed in them. At SB Financial, they have always prioritized the accumulation and dissemination of financial knowledge, fostering a culture of continuous learning and growth that not only benefits their clients but also sets them apart as a distinctive presence in the financial sector.

SB Financial owes its inception to its founder, Bhanu Mani Lal, whose vision and leadership have been instrumental in shaping the organization's journey towards excellence in the world of finance.

Clyde House, G 13 and G 26-30, Ground Floor, Clyde House Mall Road, (Opp. Heer Palace), Kanpur - 208001, Uttar Pradesh.


Hari Om Tripathi - Financial Kundali

Hari Om Tripathi - Financial Kundali

FPSB No: IN151775

Hari Om Tripathi, a Certified Financial Planner located in Kanpur, boasts over a decade of experience in the financial sector. With a wealth of expertise, a dedicated team, and cutting-edge technology, he is well-equipped to safeguard and grow your valuable assets. Hari Om Tripathi is your trusted partner for discussions on a wide range of investment-related topics, and his ultimate goal is to empower you with financial knowledge while assisting you in choosing the most suitable financial products. With Hari Om Tripathi by your side, your journey to financial literacy and wise investment decisions is in capable hands.

104 A, 66, 80 Feet Rd, Opposite Navyug Nursing Home, Brahm Nagar, Jawahar Nagar, Kanpur - 208001, Uttar Pradesh.


Anshu Saxena - Narain Investments

Anshu Saxena - Narain Investments

Narain Investments is a versatile platform, operating both online and offline, dedicated to evaluating a wide range of investment options spanning various product categories. Their primary objective is to help individuals discover the most suitable investment solutions for their financial aspirations. What sets them apart is their unwavering commitment to providing individuals with the freedom to choose investments without compromising on the diversity and quality of available options.

To ensure accessibility, their online presence extends its reach to all Indians, whether residing within the country or abroad. They strive to make investment information transparent and easily comprehensible. However, they acknowledge that each investor is unique, and that's why their team of seasoned professionals prefers to engage with individuals on a one-on-one basis. This personal interaction allows them to better understand individuals' financial goals, fine-tune their investment choices according to their profile and views, and offer tailored guidance.

Narain Investments boasts certification from the Association of Mutual Funds in India (AMFI) as a mutual fund distributor and holds a license from the Insurance Regulatory and Development Authority (IRDA) as a life and health insurance agent. With over a decade of experience, they have been entrusted with managing the investments of clients both within India and overseas. They've made substantial investments in their team, technology, and operational processes to provide up-to-date information, convenience, and prompt customer service. They are honored to have individuals here and are confident that Narain Investments can assist them in achieving their financial goals through efficient support and timely services.

7/142-D, Swaroop Nagar, Kanpur - 208002, Uttar Pradesh.


How do I Find the Best Financial Planner in Kanpur?

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

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

  • 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 Kanpur 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 Kanpur 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 Kanpur you can hold in high regard.

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

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

Most of the financial planners listed by us in Kanpur 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.