Basic

  • BITS Portfolio Advisors Private Limited

    Wealth Advisor in Mumbai
    0 out of 5
    Planner Name - BITS Portfolio Advisors Private Limited
    Location - Govandi, Mumbai
    Experience - 3+ years ,
    Education - SEBI-RIA
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Income Criteria - Advises clients with over 1 lakh in net annual income
    Asset Criteria - Advises clients with more than 1 lakh in savings & investments
    Assets under Advisory - NA crore,
    Number of current clients- 10+ ,
    Client Retention Rate - NA %
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Mumbai
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Mumbai
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Chenthil R Iyer

    Wealth Advisor in Pune
    4.00 out of 5
    Planner Name - Chenthil R Iyer
    Location - NDA Rd. Bavdhan, Pune
    Experience - 3+ years ,
    Education - SEBI-RIA
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Income Criteria - Advises clients with over 1 lakh in net annual income
    Asset Criteria - Advises clients with more than 1 lakh in savings & investments
    Assets under Advisory - NA crore,
    Number of current clients- 10+ ,
    Client Retention Rate - NA %
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Pune
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Pune
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Chirag Gokani

    Wealth Advisor in Mumbai
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Mumbai
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Mumbai
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Deepak Kapoor

    Wealth Advisor in Chennai
    0 out of 5
    Location - TEYNAMPET, Chennai
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Assets under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Chennai
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Chennai
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Ensure Wealth Investment Adviser

    Wealth Advisor in Gurgaon
    3.50 out of 5
    Location - Ramprastha City, Gurgaon
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Assets under Advisory - 1+ crore,
    FV Rating: 9/10
    12 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-2Cr +
    FV Rating : 3/5
    : Ramprastha City
    CFP SEBI-RIA AUM-2Cr +
    12 Years+ Experience
    : Ramprastha City
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • FIDELIS WEALTH MANAGEMENT

    Wealth Advisor in Mumbai
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Mumbai
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Mumbai
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Finstream Investment Advisors

    Wealth Advisor in Mumbai
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Fintrans Investment Advisors

    Wealth Advisor in Bengaluru
    5.00 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : JAYANAGAR
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : JAYANAGAR
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Gorakh Kadam

    Wealth Advisor in Pune
    0 out of 5
    Planner Name - Gorakh Kadam
    Location - SHINDE POOL, Pune
    Experience - 3+ years ,
    Education - SEBI-RIA
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Income Criteria - Advises clients with over 1 lakh in net annual income
    Asset Criteria - Advises clients with more than 1 lakh in savings & investments
    Assets under Advisory - NA crore,
    Number of current clients- 10+ ,
    Client Retention Rate - NA %
    4 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-4Cr +
    FV Rating : 4/5
    : SHINDE POOL
    CFP SEBI-RIA AUM-4Cr +
    4 Years+ Experience
    : SHINDE POOL
    FV Rating : 4/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • GVSR Capital Management

    Wealth Advisor in Hyderabad
    3.00 out of 5
    Planner Name - GVSR Capital Management
    Location - BANJARA HILLS, Hyderabad
    Experience - 3 years ,
    Education - SEBI-RIA
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Income Criteria - Advises clients with over 1 lakh in net annual income
    Asset Criteria - Advises clients with more than 1 lakh in savings & investments
    Assets under Advisory - NA crore,
    Number of current clients- 10+ ,
    Client Retention Rate - NA %
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Hyderabad
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Hyderabad
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Indresh Malik

    Wealth Advisor in Gurgaon
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Gurgaon
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Gurgaon
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Ithought Financial Consulting

    Wealth Advisor in Chennai
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Tenyampet
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Tenyampet
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule