When it comes to investing, there are numerous options available to individuals throughout the world today. Unfortunately, it is nearly complicated for the average investor to keep track of all of them and select the one that best meets their needs. This is where financial advisors may help.
An investment adviser is a person or company with an extensive understanding of investments and uses that information to give clients investment advice. They are kept up to speed on the latest asset classes and options available on the market to assist you in choosing the best solution for your needs. Research-based investing suggestions can also be provided by financial advisors.
However, with hundreds of investment advisors to choose from, it can be tough to choose one right for you. Therefore, you should check an investment adviser’s SEBI registration data and authenticate them on the SEBI website before signing a contract.
We’ll discuss various India-based registered investment advisers that can assist us in navigating the financial industry. The Best Financial Advisor near me: Suhas Harshe began coaching as an economic success strategist and is India’s first money coach, with 25 years of senior management expertise in brands such as Suhas Harshe Kotak Group, DHL Worldwide Express, and Godrej.
Suhas provides money management advice and coaching to professionals and small company owners. Suhas speaks about the financial management of individuals and corporations in the seminar “Paisa Volta Hai” and the workshop “Sabse Bada Rupaiya” and conducts a fund management workshop with a vast audience. Hundreds of professionals and small business owners have benefited from his financial advice.
Suhas Harshe’s financial plan is unique in that he believes in a method that does not fit all situations. “Each person has distinct objectives, needs, financial circumstances, and risk tolerances,” Suhas explained. As a result, you won’t be able to design a unique financial strategy that meets your demands until you examine them individually.”
Pyramid of Suhas Financial Planning Has prioritized risk mitigation, and perhaps, as a result, the economy was impacted hard by the blockade and the pandemic, causing clients to have a restless night.
Melvin Joseph of Navi Mumbai left a challenging job at 42 to pursue his entrepreneurial aspiration. He was also one of the first RIAs to register with India’s Securities and Exchange Board (SEBI).
Melvin Joseph is the founder of FINVIN, and one of India’s first SEBI Registered Investment Advisors. There are also no direct or indirect ties to product commissions. His motivation was to get into a “paying” service as soon as possible.
His trajectory took him from trying to acquire new regular clients to being one of India’s and, for that matter, the world’s most successful but ethical and cheap financial counsellors. It’s a heartfelt tale.
Despite his accomplishments, he remains a simple man. Preparing for a three-year maturity period, after which the business begins to develop, is his recommendation for protecting the area.
Vipin Khandelwal, the founder of UNOVEST, discovered that there is no single platform to assist customers in investing in direct zero commission plans for all investment trusts. When working as a SEBI registration consultant, he got to this conclusion after dealing with over 500 clients. This is why he established UNOVEST.
UNOVEST charges just for the planned and given tools, claims to have 400 rupees in assets, and expects to increase that number next year.
“This occurs following a massive cleanup of dormant accounts. “This is a best practice that we follow regularly,” Vipin explains.
It’s ideal for thinking about financial planning. He encourages investors to look long-term and follow a well-defined strategy for producing actionable alpha.
UNOVEST is dedicated to assisting investors in achieving alpha through content, data, technology, and personal assistance. Currently, the company solely provides investment trust services, but it is open to exploring new possibilities. UNOVEST seeks to teach individuals how to invest wisely. “This easy technique aids in the generation of additional revenues and the creation of a sense of security. Over the next five years, we want to serve one million consumers, “Vipin says resolutely.
Ujwal Jaitwar is a divine blessing for those who know their future goals. Wealth Care Corporation, an intellectual capital company, was founded by Jaitwar. Wealth Care Corporation specializes in pension and insurance financial planning. His extensive customer base ensures that he can provide excellent advice and guidance on reaching his financial and retirement goals while avoiding undue risk.
Ujwal Jaitwar believes in using approaches such as “thinking processes” and “priority analysis” to help clients understand their goals. Such strategies helped clients think strategically about their future and make calculated decisions. As a result, current financial goals now bring their lot precisely as they imagined. .. Better, safer and more interesting than now. He is constantly developing new tactics for his clients to help them increase their financial investment.
He received the Excellence Award from the Institute of Excellence for his originality, excellence, and successful efforts in retirement planning.
“I really feel that trust and relationships are nurturing something of great value,” says Jatewer when asked about his view of the industry and approach to work.
Shilpa Wagh’s journey from an IT professional to a renowned “paid” financial planner is an excellent example of following your heart. Originally from Mumbai, Shilpa provides support and mentorship to industry advisors and investors through her campaign that is Fee-only India.
With unwavering support, Silpa considered becoming a SEBI Certified Investment Adviser. She came from academia and IT backgrounds, she was in their position before, so it was easy to support the client base. The Shilpa Wagh website is WaghFinancials.
Financial planning, investment trust portfolio analysis, and real estate planning are areas where WaghFinancials excel. Shilpa is also helpful when you need the advice to pursue a “paid” financial planning profession.
Vikram is the creator of INSIGHTFUL, a fee-only financial planning firm.
INSIGHTFUL was founded on an unwavering principle of giving fair and honest financial guidance. He created his own company in 2014 after realizing that he could add a lot of value to people by providing honest financial advice and asset management services. He has been working in the economic field since 2006. He has a finance MBA and is currently enrolled in Canada’s “Financial Planning” program. He spent nearly eight years there as a “qualified financial planner.”
He has a complete understanding of products that have worked for both India and the international market and international banks and governments. He is passionate about managing his finances and actively supports a fully personalized financial consultant who has assisted more than 500 clients through INSIGHTFUL.
Preeti is a consultant and planner who has worked in the financial services business for three years and is one of India’s most registered investment advisors. She is the creator and proprietor of Apana Dhan Financial Services, an Indian Insurance Association affiliate member.
It provides a comprehensive financial solution for all of our clients’ financial difficulties. She collaborates with her clients to help them better arrange their budgets. You can make informed financial decisions by raising awareness and offering expert advice as needed. Risk management, retirement planning, personal finance, and wealth management are among her qualifications.
She is a seasoned personal finance professional in the insurance and investment trust industries.
She has an associate degree in insurance and a graduate degree in corporate finance from the Insurance Institute of India (AIII).
Upasana is a CFP (Certified Financial Planner) and a member of the Indian Insurance Association, recognized by the government (FIII). It has an MBA and is an IRDA in India and an insurance company in India and internationally.
In conjunction with Canara HSBC Life Insurance and Ameriprise, she runs a financial planner in the United States. She has worked with clients in India and the United States on over 500 financial plans. She is self-employed and gives them a complete planning solution.
She also offers services tailored to new and novice clients. As a result, she can assist her, but she can also provide expert advice.
She is unaffected by product fees, allowing clients to receive impartial advice.
These were individuals who provided financial services; now, let’s look at some companies.
CapitalVia Global Research Limited
CapitalVia is a well-known Indian investment advisor. The firm is based in Mumbai and is one of India’s oldest independent consultants. The organization claims to be India’s best financial advisory firm, with a staff of researchers who are all NISM accredited. The firm makes stock, commodity, derivatives, and currency trade and investment recommendations. Aside from India, the firm also caters to foreign clients from Malaysia.
Bajaj Capital Limited
Another well-known name in the investment advisory profession is Bajaj Capital. The organization, situated in New Delhi, assists clients with their investment plans by presenting suggestions from the investors’ perspective. Aside from stocks, the firm offers investment guidance in mutual funds, post office schemes, real estate, and other areas. Portfolio management is also a service provided by the firm.
DSP Merrill Lynch
DSP Merrill Lynch, a subsidiary of the well-known American bank, operates a branch office in Mumbai that offers consulting services. It is a renowned financial institution that provides wealth management services to Indian investors. The firm has also been appointed as a strategic advisor to several well-known Indian companies and government agencies. The firm also operates as an underwriter and assists clients with capital raising, acquisitions, and mergers.
Kotak Private Equity Group
Kotak Private Equity Group, or KPEG, is an Indian affiliate of the well-known Kotak Group. It helps mid-sized businesses and organizations become industry leaders by providing services. The Kotak Private Equity Group is headquartered in Mumbai, and in 2008, CNBC awarded it the title of Best Performing Equity Broker in India.
India’s Unit Trust
Unit Trust of India, or UTI, is a financial institution that offers investment advising services and a variety of other financial services. It also provides an online platform known as the UTI Learning Center, which serves as an online financial guide for its consumers.
BTS Investment Advisors Limited
The company’s headquarters are in Zurich, Switzerland, with a branch office in Mumbai. Fairness, secrecy, and honesty are top priorities for the organization, which aspires to be the country’s development capital supplier. The firm claims to be the driving force behind the economic expansion of several Indian businesses.
PAAR Tax and Investment Consultants
The company’s headquarters are in New Delhi, and it offers financial services to its customers. Retirement planning, insurance planning, financial planning, and portfolio management services are common types of guidance provided. The company’s clientele comes from practically every area of the Indian economy.