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Best Financial Advisors & Planners in Mumbai
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Here is our List of the top 10 Best Mumbai Financial Planners & Advisors
Sachin Parekh - Save N Protect Financial Planners
FPSB No: IN150228
Sachin S Parekh, a CERTIFIED FINANCIAL PLANNERCM and AMFI Registered Mutual Fund Distributor, offers comprehensive financial planning services encompassing retirement planning, tax planning, and estate planning.
With CFPCM designation from the Financial Planning Standard Board India, Sachin provides unbiased investment advice and creates personalized financial plans tailored to clients' goals.
Save N Protect Financial Planners emphasizes the importance of understanding clients' objectives and offers expertise in optimizing investments, tax planning, and insurance.
Their fee-only and independent approach ensures customized plans without hidden agendas, delivering long-term benefits and financial growth.
A/504, Om Divya, Near Sona Shopping Center, Trikamdas Road, Kandivali West, Mumbai - 400067
Urmila Singh - S9 Financial Planners
FPSB No: IN149624
S9 Financial Planners, a Mumbai-based financial planning and advisory firm, has been providing comprehensive financial services for the past 10 years. Their expertise lies in personal finance, family wealth advising, and financial consulting, catering to the needs of individuals, NRIs, corporate entities, and family groups.
The inception of S9 Financial Planners was driven by the founders' realization that they did not wish to work within organizations solely focused on targets, neglecting clients' needs and goals. Their vision was to adopt a "Healing Approach" akin to financial doctors, offering expertise that understands the significance of time, patience, and money.
The firm's philosophy revolves around educating and guiding clients through a hand-holding approach, as they believe the market still lacks maturity in comprehending the precise balance and structure required to achieve financial goals. Rather than solely pursuing profits, S9 Financial Planners emphasizes the importance of aligning finances with specific objectives and following the appropriate processes to attain them.
City Of Joy, 825, Ecstasy Business Park, JSD, Ashok Nagar, Mulund West, Mumbai, Maharashtra 400080
Abhishek Gupta - Moat Wealth
FPSB No: IN150889
Founded by Abhishek, Moat Wealth Advisor follows a strategy akin to constructing a protective moat around a castle. The firm focuses on widening the financial moat by making appropriate debt investments, safeguarding wealth during market downturns, and seizing opportunities by investing in equities when the market is down.
Since its establishment in 2009, Moat Wealth Associates LLP has been dedicated to offering innovative financial solutions with superior risk-adjusted returns. With Abhishek's background as an MBA in Finance and a CERTIFIED FINANCIAL PLANNER, backed by over 11 years of experience in the finance industry, the firm emphasizes personalized services and strong client relationships.
Abhishek brings valuable expertise from his previous roles at Deutsche Bank, where he worked in the Finance Function, and his experience in the manufacturing sector.
502 A Wing, Delphi, Hiranandani Gardens, Powai, Mumbai 400076
Suresh Sadagopan - Ladder7 Wealth Planners
FPSB No: IN149925 | SEBI RIA No: INA000016001
Fee Only: ✅
Suresh Sadagopan serves as the Principal Officer of Ladder7 Wealth Planners Pvt. Ltd., a specialized financial planning and advisory firm based in Mumbai, India.
With extensive experience and qualifications such as Certified Financial Planner (CFPCM) and Chartered Trust & Estate Planner (CTEPTM), he is a Registered Investment Adviser (RIA) with fiduciary responsibility.
Suresh has played significant roles in industry associations, including founding The Financial Planners' Guild, India (FPGI), and serving on the board of directors of FPSB India.
He is a respected speaker, writer, and media presence, sharing his expertise to empower individuals in making informed financial decisions.
513/514, Skylark, Plot No. 63, Sector 11, Sakal Bhavan Road, CBD Belapur, Navi Mumbai, Maharashtra- 400614.
Viresh Patel - Financial North
FPSB No: IN150732
Life, to him, is all about living it to the fullest. He firmly believes that alongside the essentials like oxygen and the presence of positive people in our lives, having absolute clarity and control over our finances is crucial. It's about ensuring that we have mastery over our money rather than letting money dictate our lives. This is where financial literacy plays a pivotal role, and this principle applies to you just as much as it does to anyone else.
At FINANCIAL NORTH, their mission revolves around working with busy professional families. They are dedicated to helping their clients make the most of their time, enabling them to focus on their health, professional growth, and personal development. Through their holistic and personalized approach, they provide the clarity needed to understand precisely what you need and when you need it. They help you identify the gaps and then, more importantly, guide you in taking the necessary actions to bridge those gaps, ensuring that you can enjoy life to the fullest today while preparing for tomorrow.
They take pride in being a FIXED FEE ONLY Holistic Financial Planning services company. As the founder and a Certified Financial Planner (CFPCM) with over 15 years of experience in the Personal Financial Services Domain, he wholeheartedly embraces a CLIENT FIRST approach. They become trusted partners with their clients, dedicated to their financial freedom.
What sets them apart and why clients choose to work with them? It's because they offer an unbiased, fixed fee structure (not based on AUM or AUA), and they prioritize being client-centric and holistic in their approach. They aim to be approachable and accessible, ensuring their clients experience the benefits of clarity, control, decision-making power, setting priorities, and focus.
Their comprehensive services encompass a well-defined, globally recognized Financial Planning process. This process includes stages like Relationship Building and Client Understanding, Data Gathering, Data Evaluation, Personalized Strategy Formation, Plan Presentation, Action and Implementation, and Regular Tracking, Review, and Updates with Re-balancing when necessary. They are here to help you prepare for life's milestones, deal with unplanned emergencies, mitigate risks, secure your retirement, plan for holding patterns, and create succession strategies, all while optimizing your tax situation.
They do not have any financial product tie-ups, agency affiliations, or distributorships. This independence is one of the reasons clients not only choose to work with them year after year but also refer them to others. Their growth has been driven solely by client referrals, reflecting the trust and satisfaction that their clients have experienced.
Mumbai, Maharashtra, India
Soumya Rajan - Waterfield Financial and Investment Advisors
SEBI RIA No: INA000001811
Waterfield Advisors is a leading financial planning firm and India's largest independent Multi-Family Office and Wealth Advisory company.
With a strong focus on providing comprehensive financial planning services, they assist clients in managing their wealth, addressing investment needs, and achieving their financial goals.
Founded by Soumya Rajan, a highly experienced professional in the financial services industry, Waterfield Advisors offers personalized advice on global investments, succession planning, family governance, business strategy, and philanthropy.
Their expertise, coupled with a track record of success and recognition in the industry, makes them a trusted partner for individuals and families seeking comprehensive financial planning solutions.
142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021
Harsh Roongta - Fee Only Investment Advisors
SEBI RIA No: INA000000524
Fee Only: ✅
Beginning his journey as a certified Chartered Accountant and tax expert, Harsh swiftly evolved into a serial entrepreneur, achieving successful exits from his ventures, including venture-funded startups like Apnaloan.com and Apnapaisa.com. In 1998, he played a pivotal role in establishing ICICI's retail lending business from the ground up.
Harsh's expertise extends to the television screen, where he's well-recognized as a finance expert on popular channels such as ET Now, CNBC, and Zee Business. He also shares his financial insights through a fortnightly column titled "Frankly Speaking" in Business Standard, a prominent Indian business daily. Harsh has authored a book titled "The Complete Home Loan Guide" and conducted numerous workshops on taxation and personal finance.
Drawing upon the wealth of knowledge amassed during his illustrious career, Harsh has created Fee Only Advisers LLP, which stands as a testament to his expertise. At Fee Only, we offer a comprehensive array of services that seamlessly blend with the strong partnerships we forge with our clients. After all, in the realm of financial metrics, your success story is our primary focus.
701-702, Madhava Building, E Block, Bandra Kurla Complex, Near Family Court Bandra East, Mumbai 400051.
Atul Mishra - Amigos Finserv
FPSB No: IN149995
Amigos Finserv stands as an independent and 'fee-only' financial services firm located in Mumbai, specializing in the realms of personal Financial Planning, Investment Advisory, and Wealth Management services. They are dedicated to addressing their clients' financial advisory requirements with utmost commitment and expertise.
Crucially, they operate as an entirely independent entity, devoid of any affiliations or associations with financial institutions such as banks, insurance companies, asset management firms, or NBFCs. Their commitment to neutrality and unbiased advice is unwavering. They refrain from receiving any form of remuneration, brokerage, incentives, commissions, or similar considerations from financial product providers based on the recommended financial products or transactions resulting from their Financial Planning, investment advisory, and management services.
Their sole source of remuneration is the fees paid by their clients for the valuable services they provide. Their client base is diverse, encompassing families, individuals, retired senior citizens, individuals approaching retirement, small business owners, and Non-Resident Indians/Overseas Citizens of India.
At Amigos Finserv, their approach is grounded in helping clients make suitable investments that enhance the likelihood of achieving their financial goals. They also offer expertise in tax optimization, insurance analysis, and effective wealth transfer planning for the next generation or as per the client's wishes.
Founder Atul Mishra leads his team, bringing over 20 years of extensive experience in the financial services industry. His leadership and vision have been instrumental in shaping Amigos Finserv into a trusted partner for financial advisory services.
1202, Rustomjee Pinnacle, Rajendra Nagar, Borivali (East), Mumbai, Maharashtra - 400066
Amar Pandit - MFA
FPSB No: IN149900
ISO 9001:2015 | ISO 27001:2013 Certified
Amar Pandit is a seasoned Certified Financial Planner with over 30 years of experience in the field of finance. Based in the bustling financial hub of Mumbai, he is widely recognized as one of India's premier wealth managers. As the founder of MFA Financial Coaches, Amar has carved a niche for himself and his firm in the financial advisory landscape.
Amar's journey in the world of finance has been marked by a relentless pursuit of excellence and a commitment to helping individuals secure their financial future. His extensive experience, spanning three decades, has equipped him with unparalleled knowledge and expertise in the realm of financial planning and wealth management. Throughout his career, he has consistently demonstrated a deep understanding of the intricate dynamics of the financial markets, making him a trusted and reliable source of financial guidance.
Under Amar's leadership, MFA Financial Coaches boasts a team of financial experts with a combined experience of over 150 years. This team is characterized by its dedication, professionalism, and a shared commitment to delivering top-notch financial advice to clients. Amar's vision has always been to provide a comprehensive and integrated approach to financial planning, ensuring that clients receive the highest level of service and expertise.
At MFA Financial Coaches, the client experience is paramount. Amar Pandit and his team understand that financial planning is not just about the present but also about preparing for the future. They are dedicated to keeping a watchful eye on each client's unique financial situation, offering tailored solutions that evolve as their clients' needs change.
Amar Pandit's profound knowledge, unwavering dedication, and commitment to ethical financial practices have not only set the standard for wealth management in India but have also established him as a respected figure in the field. His client-centric approach and innovative strategies continue to make a significant impact in the world of financial planning.
301 Narain Chambers, Mahatma Gandhi Road, Vile Parle (East), Mumbai 400 057.
Abhijit Talukdar - Attainix Consulting
SEBI RIA No: INA000006703
Attainix Consulting was formed by Abhijit Talukdar to focus attention on the importance of Intellectual Capital for growing businesses in this knowledge era. Abhijit had conducted intensive studies in the areas of Strategy Management, Intellectual Capital Valuation, and Value Based Management. He holds a Bachelor's degree in Computer Engineering from Delhi University, an MBA from Keller Graduate School of Management in Chicago, and exec-MBA certificates in Designing Corporate Strategy and Implementing Growth Strategies from the Graduate School of Business, University of Chicago.
Attainix Consulting provides advisory services that enable retail and private investors alike to assess and evaluate the Intellectual Capital of the underlying business before making their investment decisions.
A602, Magnolia Enclave, Nahar Amrit Shakti, Chandivali, Mumbai - 400072.
How do I Find the Best Financial Planner in Mumbai?
When you’re searching for a wealth adviser or a financial planner in Mumbai, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial planner in Mumbai?”. Locating a good financial planner can be challenging, but it’s not hard.
Here is how to find a good financial planner in Mumbai:
- Wealth Adviser Referrals: The traditional way of finding a financial planner is through personal and professional referrals.
- Wealth Adviser or Financial Planner Association Websites: You can often locate financial planners through various association websites.
- Using a Service Like ours - Best Financial Planners: Best Financial Planners helps you narrow down your search for a financial planner or a wealth adviser in Mumbai 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 planners in Mumbai to ensure they’re the best fit for your needs. However, there is an easier way to find a financial planner: using Best Financial Planners helps you mitigate most of the hard work. We provide curated list of top 10 or best, trusted and reputable financial planners in Mumbai you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Mumbai?
Before you begin the process of choosing a financial adviser in Mumbai, you want to be sure the advisor you choose is right for you. All of our financial planners in Mumbai 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 Best Financial Planners carries a wealth of experience and expertise. However, each financial advisor 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.
Best Financial Planners helps you cut out the research phase of this stage by providing you with financial planners and their listed specialties. Simply look at the wealth adviser’s profile for the “best for” section to find a financial planner that matches your needs.
If you are looking for a financial planner in Mumbai, 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 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 Financial Planner: e.g. Chandan Singh Padiyar
- Fee-only Corporate Financial Planner: e.g. Suresh Sadagopan - Ladder7 Wealth Planners
- Corporate Wealth Advisor: 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 planners on our website, however, we CAN NOT guarantee if any listed financial planner 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 planners in Mumbai?
Most of the financial planners listed by us in Mumbai are licensed, highly reputable, and discoverable through FPSB and SEBI RIA registrations. When we choose which financial planner 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 planner that fits your needs and can get the financial planning job done at a great success for you eventually growing your wealth.