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.

Sridevi V - Ploutus Asset Services
Verified
Chennai
Professional Licenses
SEBI RIA
#INA000020800
Fee Based Fiduciary Financial Advisor
No commission conflicts
No.7/13, Ground Floor, Baktavatsalam Nagar, 4th Street, Adyar, Chennai – 600020, India.
https://financialplanners.co.in/
Sridhar Nagarajan - N/A
Verified
Bengaluru
Professional Licenses
SEBI RIA
#INA000018027
Fee Only Fiduciary Financial Advisor
No commission conflicts
Villa 100, Purva Sound of Water, Chikkakammanahalli, Begur Hobli, Begur Koppa Road, Kammanahalli Village, Bengaluru – 560068, Karnataka.
https://www.asksridhar.com/
Sriram Jayaraman - Arthagyan Financial Adviser
Verified
Bengaluru
Professional Licenses
SEBI RIA
#INA200011976
Fee Only Fiduciary Financial Advisor
No commission conflicts
B207, Chartered Madhura Apts, Uttarahalli Main Road, Bengaluru 560061.
https://arthagyan.com/
Srujan Pavuluri - Wealthease
Verified
Hyderabad
Professional Licenses
SEBI RIA
#INA000004518 (PhillipCapital India)
Fee Based Fiduciary Financial Advisor
No commission conflicts
Kapil Towers, GroWork, Level 4, Financial District, Nanakaramguda, Hyderabad Greater, Telangana 500032.
https://www.wealthease.in/
Subhabrata Ghosh - Step Ahead Investment Advisors
Verified
Kolkata
Professional Licenses
FPSB
#IN150309
SEBI RIA
#INA300002857
Fee Based Fiduciary Financial Advisor
No commission conflicts
12A, N S Road, 5th Floor, Room No 13A/1, Kolkata 700001, WEST BENGAL.
https://stepaheadia.com/
Sudheer M - Prashidhi
Verified
Bengaluru
Professional Licenses
FPSB
#IN150434
SEBI RIA
#INA200010986
Fee Only Fiduciary Financial Advisor
No commission conflicts
620, Ground Floor, 3rd Cross, 16th B Main, Koramangala, 3rd Block, Bangalore, 560034.
https://www.prasidhi.in/
Suhas Shetiya - Fipro Education & Investments
Verified
Bengaluru
Professional Licenses
SEBI RIA
#INA200014982
Fee Based Fiduciary Financial Advisor
No commission conflicts
2nd floor, No, 805, Nagarabhavi Main Rd, Syndicate Bank Colony, Govindaraja Nagar Ward, Mudalapalya, Vijayanagar, Bengaluru - 560072, Karnataka.
https://www.fipro.in/
Sujith Salunkhe - Moneydhan Investment Advisory
Verified
Kochi
Professional Licenses
SEBI RIA
#INA000018984
Fee Only Fiduciary Financial Advisor
No commission conflicts
Kothamangalam, kochi, Ernakulam, Kerala – 686691.
https://moneydhan.com/
Sumit Duseja - Truemind Investment Adviser
Verified
Delhi
Professional Licenses
SEBI RIA
#INA100017089
Fee Only Fiduciary Financial Advisor
No commission conflicts
310, 3rd Floor, Hemkunt Chambers, 89, Nehru Place, New Delhi-110019.
https://truemindcapital.com/
Sundaresan Saravanan - Purple Pond Financial Planners
Verified
Chennai
Professional Licenses
SEBI RIA
#INA200016892
Fee Based Fiduciary Financial Advisor
No commission conflicts
Suite #113 & 604, Challa Mall, 11/11A, Sir Theyagaraya Road, T.Nagar, Chennai – 600 017, Tamil Nadu.
https://purplepond.in/
Showing 81 to 90 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.