Best Financial Advisors & Planners in Pune
Let us help you find the best financial advisor or planner in Pune for your needs
RiaFin connects you with qualified and vetted financial advisors and planners in Pune, Maharashtra — including fiduciary professionals, SEBI-registered advisors, CFPs, wealth planners, and investment strategy specialists. Find local advisors who understand Pune's investment landscape and match your needs for retirement planning, tax optimization, insurance planning, or holistic wealth management.
- Save time in searching for a trusted financial adviser or planner in Pune for your financial needs
- Be certain in finding a Financial Advisor or Planner in Pune with our credible selection criteria
- Browse 17 verified and vetted financial advisors and planners serving Pune
Financial Advisors in Pune, Maharashtra
Pune offers access to qualified financial advisors and wealth planners who understand the local investment landscape, economic conditions, and financial planning needs of Pune residents. Whether you're seeking retirement planning, investment advisory, tax optimization, or comprehensive wealth management, our platform connects you with vetted professionals including SEBI-registered RIAs, certified financial planners (CFPs), and fee-only advisors serving Pune and surrounding areas.
Why Choose Local Advisors?
Pune-based financial advisors offer the advantage of understanding local market conditions, regional economic trends, and the specific financial challenges faced by residents. They can provide face-to-face consultations and have established relationships with local tax professionals, estate attorneys, and other specialists.
Local expertise combined with national investment knowledge creates comprehensive planning tailored to Pune's unique environment.
Advisor Types in Pune
Pune's advisory landscape includes fee-only planners who charge transparent fees, commission-based advisors, and hybrid models. SEBI-registered RIAs operate under fiduciary duty to act in your best interest, while certified financial planners (CFPs) have completed rigorous education and ethical requirements.
Understanding advisor compensation models and credentials helps you choose the right professional for your financial situation.
Common Questions About Financial Advisors in Pune
How do I find a good financial advisor in Pune?
Start by browsing verified listings of financial advisors serving Pune. Check their SEBI RIA registration status, review their credentials (CFP, CFA, CWM), read client testimonials, and verify their specializations match your needs. You can also use RiaFin's Get Matched service to receive personalized recommendations from advisors in Pune who fit your specific requirements.
What should I ask a financial advisor in Pune during the first meeting?
Ask about their fee structure (fee-only, commission-based, or hybrid), SEBI RIA registration, professional certifications, years of experience serving Pune clients, their investment philosophy, typical client profile, and how they communicate with clients. Also inquire about their specializations and whether they have experience with situations similar to yours.
Are there fee-only financial advisors in Pune?
Yes, Pune has fee-only financial advisors who are SEBI-registered RIAs. These advisors charge transparent fees (flat fees, hourly rates, or percentage of assets under management) and do not receive commissions from product sales. This structure ensures they operate under fiduciary duty and provide unbiased advice. Use filters to find fee-only advisors specifically serving Pune.
How much does a financial advisor cost in Pune?
Financial advisor fees in Pune vary based on service model and advisor type. Fee-only planners typically charge ₹5,000-₹25,000 for one-time comprehensive plans, 0.5%-1.5% annually for ongoing asset management, or ₹2,000-₹10,000 per hour for consultations. Corporate advisory firms may start at ₹25,000-₹50,000 for comprehensive services. Always request fee disclosure upfront and ensure transparency.
What services do Pune financial advisors typically offer?
Pune financial advisors offer comprehensive services including retirement planning, investment portfolio management, tax optimization strategies, insurance planning, education funding, estate planning coordination, business succession planning, and goal-based financial planning. Some advisors specialize in specific areas like equity compensation for professionals or wealth preservation for business families.
Ready to Find Your Pune Advisor?
Browse our complete directory of 17 financial advisors serving Pune below. Each profile includes credentials, specializations, fee structures, and client reviews to help you make an informed decision. You can also get matched with advisors who specifically fit your financial goals and situation.
All advisors in our Pune listings have been verified for SEBI registration, professional credentials, and ethical standards.
Need Financial Advice in Pune?
Here is our List of the Best 17 Pune Financial Advisors and Planners
Financial Advisory in Pune
Pune's financial advisory market has grown significantly, driven by IT professionals, manufacturing sector employees, and a large student population planning for future financial goals.
Local Economy & Wealth Creation
Pune combines automotive manufacturing, IT services, education institutions, and proximity to Mumbai's financial markets.
Typical Investor Profile
Pune investors include young professionals starting wealth accumulation, families planning for education, and retirees seeking income strategies.
Key Advisory Trends in Pune
- Growing fee-only advisory adoption
- Focus on retirement and education planning
- Mix of traditional and modern approaches
- Increasing financial literacy
💡 What to Look For in Pune Advisors
Pune advisors focus on goal-based planning, systematic investment strategies, retirement planning, and comprehensive financial planning for middle-class families.
🏙️ Metro Advantage: As a major metropolitan center, Pune offers access to India's most experienced financial advisors, specialized services for complex wealth scenarios, and a competitive marketplace ensuring quality and innovation. Browse our Pune advisor listings to find professionals matching your specific wealth level, planning needs, and service preferences.
How do I Find the Best Financial Advisor and Planner in Pune?
When you're searching for a wealth adviser or a financial planner in Pune, you may be wondering where to begin your search. More often than not, most people often ask "how do I find a good financial advisor and planner in Pune?". Locating a good financial advisor and planner can be challenging, but it's not hard.
Here is how to find a good financial advisor and planner in Pune:
- Wealth Adviser Referrals: The traditional way of finding a financial advisor and planner is through personal and professional referrals.
- Wealth Adviser or Financial Planner Association Websites: You can often locate financial advsiors and planners through various association websites.
- Using a Service Like ours - RiaFin: RiaFin helps you narrow down your search for a financial advisor and planner in Pune 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 advisors and planners in Pune to ensure they're the best fit for your needs. However, there is an easier way to find a financial advisor and planner: using RiaFin's Advisor Listings helps you mitigate most of the hard work. We provide curated list of best, trusted and reputable financial advisors and planners in Pune you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or a Registered Investment Adviser in Pune?
Before you begin the process of choosing a financial adviser and planner in Pune, you want to be sure the advisor you choose is right for you. All of our financial planners in Pune 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 RiaFin carries a wealth of experience and expertise. However, each financial advisor and planner 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.
RiaFin helps you cut out the research phase of this stage by providing you with financial advisors and planners with their listed specialties. Simply look at the wealth adviser's profile for the "best for" section to find a financial advisor and planner that matches your needs.
If you are looking for a financial advsior and planner in Pune, here are some key factors to consider:
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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 advsiors and 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:.
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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:- Fee-only Individual & Independent Registered Investment Advisor: e.g. Harsh Roongta
- Fee-only Corporate Registered Investment Advisor: e.g. Suresh Sadagopan - Ladder7 Wealth Planners
- Corporate Wealth Advisory Firm: e.g. Soumya Rajan - Waterfield Financial And Investment Advisors
- 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 advisors and planners on our website, however, we CAN NOT guarantee if any listed investment advisor 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 advisors and planners in Pune?
Most of the financial advisors and planners listed by us in Pune are licensed, highly reputable, and discoverable through FPSB and SEBI RIA registrations. When we choose which financial advisor 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 advsior and planner that fits your needs and can get the financial planning job done at a great success for you eventually growing your wealth.