Although managing your money might be difficult, with the correct direction you will be able to make judgments. These are the top financial advisers in India, ready to support you in reaching your financial objectives.
Why You Need a Financial Advisor
Expert Guidance: Advisors offer insights into investments, savings, and tax planning.
Customized Plans: Designed approaches depending on your financial position.
Help to meet goals like retirement planning or house purchase.
Top 10 Indian Financial Advisors
1. 360 One WAM
Previously referred to as IIFL Wealth.
Oversees assets valued more than ₹5.79 lakh crore.
Provides services in asset and wealth management.
2. Motilal Oswal Financial Consulting
First founded in 1987.
Offers investing banking, asset management, and stockbroking.
3. Anand Rathi Wealth Services
Focuses in investment planning and wealth management.
Provides customized solutions for customers.
4. Bajaj Capital
More than sixty years of expertise.
Offers insurance, investment guidance, and financial planning.
5. Edelweiss Financial Services
Provides wealth management and investment solutions.
Helps with tax planning and long-term wealth building.
6. HDFC Securities
Offering stock investing, portfolio management, and personal finance advice,
Seeks to enable people increase their fortune.
7. IIFL Wealth Management
Provides structured product, estate planning, and financial guidance on investments.
Meets families and high-net-worth people.
8. Karvy Capital
Offers wealth management, tax, and investment financial guidance.
On developing long-standing client relationships.
9. FinEdge
Digital Wealth Management Platform
Provides goal-based investment techniques.
10. Fincart
Offers company and personal finance qualified financial advisers.
Provides convenience-oriented virtual consultations.
Advice on Selecting the Correct Financial Advisor:
Review credentials. Verify their certification and track record is sound.
Know Fees: Specify exactly their charge policy.
Choose someone that shares your financial objectives personally.
Transparency: They should give frank, honest recommendations.
