Find Your Trusted Fiduciary Financial Advisor

Quick Tip: Start with filters `Fee-only pricing type` + `Registered Investment Advisor service type` for conflict-free advice, then narrow by location.

107 advisors

Showing advisors specializing as Registered Investment Advisors. These advisors have specific expertise in this area and can provide targeted guidance for your needs.

Surendra Jauhari - Wealthplus Advisers
Verified
Noida
Professional Licenses
SEBI RIA
#INA000021474
Fee Based Fiduciary Financial Advisor
No commission conflicts
CS7, Gyan Khand II, Indirapuram, Ghaziabad - 201014, Uttar Pradesh.
https://wealthplys.com/
Suresh Narula - Prudent Fp
Verified
Chandigarh
Professional Licenses
SEBI RIA
#INA100001877
Fee Only Fiduciary Financial Advisor
No commission conflicts
# 1397, Second Floor, Sector 25, Panchkula (Haryana), Pincode - 134116, INDIA.
https://www.prudentfp.in/
Swapnil Kendhe - Vivek Taru
Verified
Nagpur
Professional Licenses
SEBI RIA
#INA000008738
Fee Only Fiduciary Financial Advisor
No commission conflicts
Plot no. 8, Old Kailas Nagar, Post Ayodhya Nagar, Nagpur - 440024, Maharashtra.
https://www.vivektaru.com/
Ujvin Nevatia - Nevat Investments
Verified
Ludhiana
Professional Licenses
SEBI RIA
#INA000020217
Fee Based Fiduciary Financial Advisor
No commission conflicts
#270, Vishal Nagar, Phase-II, Bathinda (PB) 151001.
https://www.nevat.in/
Upasana Mondal - Dream Blue Printz
Verified
Madgaon
Professional Licenses
SEBI RIA
#INA200011684
Fee Only Fiduciary Financial Advisor
No commission conflicts
CS 3, CD Zen Gardens, Benaulim - 403716, Madgaon, Goa.
https://www.dreamblueprintz.com/
Utkarsh Choudhary - Cashvisory Pvt. Ltd.
Verified
Kolkata
Professional Licenses
SEBI RIA
#INA300017162
Fee Based Fiduciary Financial Advisor
No commission conflicts
Apartment No. 4B, Pushpanjali Chambers, 9/2A, Topsia Rd, Gobra, Kolkata, West Bengal 700046, India.
https://www.cashvisory.com/
Venkateshwaran Subramanian - Begin Financial
Verified
Nashik
Professional Licenses
SEBI RIA
#INA000012175
Fee Only Fiduciary Financial Advisor
No commission conflicts
E-203, Green Meadows, Behind Mhasoba Temple, Nashik Pune road, Nashik Road, Nashik - 422101, Maharashtra
https://beginfinancial.com/
Vikram Krishnamoorthy - Insightful
Verified
Coimbatore
Professional Licenses
SEBI RIA
#INA200015732
Fee Only Fiduciary Financial Advisor
No commission conflicts
29A, North End Road, Krishnaswamy Nagar 2, Ramanathapuram, COIMBATORE, TAMIL NADU, 641045
https://insightful.in/
Vineet Sood - Omkara Capital
Verified
Mumbai
Professional Licenses
SEBI RIA
#INA000016825
Fee Based Fiduciary Financial Advisor
No commission conflicts
Unit No. 207 A/B, PeninsulaCentre, Dr. S. S. Rao Road, Behind Piramal Chambers, Parel (East), Mumbai, Maharashtra - 400012.
https://omkaracapital.in
Vinit Iyer - Prudeno Wealth Advisors
Verified
Pune
Professional Licenses
SEBI RIA
#INA000017806
Fee Based Fiduciary Financial Advisor
No commission conflicts
805 & 806, South Block, Sacred World, Wanowrie, Pune – 411040, Maharashtra
https://prudenowealth.com/
Showing 91 to 100 of 107 advisors

Make informed decisions by understanding advisor types, certifications, and what to look for in your financial planning partner.

What is a Fiduciary?

A fiduciary is a financial advisor legally obligated to act in your best interest at all times. Unlike sales-driven advisors who may push products with commissions, fiduciaries provide unbiased, conflict-free advice and must disclose all conflicts of interest.

Why Fee-Only Matters

Fee-only advisors charge a flat fee or hourly rate and earn no commissions—eliminating conflicts of interest. This ensures recommendations are genuinely aligned with your objectives, not sales targets. Look for the green "No commission conflicts" badge.

Smart Filtering

Combine filters to find your ideal advisor: Start with location, then add service type (retirement, tax, NRI), and filter by pricing type (Fee-only recommended). Use search for specific names or companies, and browse alphabetically to explore options.

Understanding Fee Structures

Fee-Only ✓ Recommended

₹5K-50K flat fees or ₹1K-5K/hour. No commissions—fully unbiased advice.

AUM-Based

0.5-2% annually on assets managed. Best for large portfolios.

Fee-Based

Advisory fees + potential commissions. Possible conflicts of interest.

Commission-Based

Earns from product sales. May prioritize commissions over client needs.

Key Certifications

SEBI RIA

India's regulatory certification. Mandatory for investment advisory with strict fiduciary standards.

CFP (Certified Financial Planner)

Global certification for comprehensive financial planning expertise.

Other Credentials

NISM X-A/X-B (Investment Adviser), CFA, CA/CS certifications.

Our 6-Point Vetting Process

Less than 5% acceptance rate ensures only the best advisors

Credentials: Required designations (CFP®, CFA®, CA, SEBI RIA)

Experience: Verified years of relevant advisory experience

Fiduciary standard: 100% unbiased, transparent, fair pricing

Investment process: Subject expertise and operational efficiency

Planning skills: Technical, communication, and client experience

Client communication: Clear explanations and timely responses

Frequently Asked Questions

What's the difference between a financial advisor and planner?

Financial advisors focus on investments and insurance, while planners provide comprehensive services including taxes, retirement, and estate planning.

How much does a financial advisor cost in India?

Fee-only advisors charge ₹5,000-50,000 for comprehensive plans or ₹1,000-5,000/hour. AUM-based advisors charge 0.5-2% annually.

Is SEBI RIA registration mandatory?

Yes, SEBI RIA registration is mandatory for investment advisory services in India, ensuring regulatory compliance and investor protection.

Can I work with advisors from different cities?

Absolutely! Many advisors offer virtual consultations nationwide. Prioritize expertise and compatibility over location.

How do I verify an advisor's credentials?

Check SEBI's website for RIA registration, verify certifications with issuing bodies, and request proof of compliance history.

What questions should I ask during consultation?

Ask about experience with similar clients, fee structure, investment philosophy, conflict disclosure, service frequency, and references.