Financial advisor in Delhi List 2023 Updated

Financial advisor in DelhiFinancial advisor in Delhi

Financial advisor in Delhi

  1. Financial Literacy Advisory Body India

ABOUT US: Financial Literacy Advisory Body India (FLAB India) is a not for profit organization incorporated under section 25 of the Companies Act that works to improve Financial Literacy among Indians. FLAB believes that since we all handle money, we all should understand money.  We base our education on a variety of curriculum, processes and deliverables deemed effective by leading financial literacy organizations across the globe.

PRODUCTS/SERVICES: Workshops and Events, Financial Education Products, Teaching Financial Literacy, Financial Education Services, Employee Financial Education, Financial Literacy Software

ADDRESS: 403, 4th Floor ITL Twin Towers, Plot No. B-09, Netaji Subhash Place, New Delhi – 110034

WEBSITE:http://www.flabindia.com

  1. Innovative Financial Advisors Pvt.Ltd

ABOUT US: Innovative Financial Advisors Pvt. Ltd (Fiinovation), is a leading research and advisory firm that offers expertise in the corporate social responsibility (CSR) and sustainability domain. It is focused towards enhancing quality across the organizational value chain through innovation. Since its inception in the year 2008, the organization has created a niche for itself through its extensive work in the CSR arena. It has been helping corporations and civil society organizations engage in value based CSR initiatives by aligning the objectives of corporations with their social objectives. The organization has been assisting corporations through its research on policy drafting and implementation design to achieve competitive advantage in their respective arenas. The organization proudly houses Asia’s first Proposal and Research Laboratory, wherein research is primarily focused on our practice areas, which include health, education, livelihood, skills and environment. The unique lab facilitates the researchers in conducting both primary and secondary research before identifying opportunities and providing simplified solutions.

ADDRESS: 24/30, Ground Floor,

Okhla Industrial Estate, Phase-III

New Delhi – 110020, Delhi, India

011-42332255

info@fiinovation.co.in

WEBSITE:https://fiinovation.co.in

  1. VSRK Wealth Creator Pvt. Ltd.

ABOUT US: VSRK Wealth Private Limited came into existence w.e.f. 8th November 2013 to make available all kind of Financial Products and to provide Investment Services to all our clients. The Company strength has further improved by taking over the clients and whole AUM of M/S Agrawal Investments Consultants (Proprietor R.K. Agrawal). Shri R.K. Agarwal has also joined the Company as a President. VSRK is a team of well-qualified, exuberant, innovative and enterprising hard-core dynamic professionals, Certified by AMFI, IRDA, working collectively toward a common goal and committed to offering our clients nothing but the best. We are a boutique Company of independent financial distributor that offers financial investment and portfolio investment management advice.

PRODUCTS/SERVICES: MUTUAL FUNDS, LIFE INSURANCE, GENERAL INSURANCE, CORPORATE DEPOSITS, PMS, AIF, STRUCTURE PRODUCTS, PRE-IPO

ADDRESS: R-54, 1st Floor & 3rd Floor, opposite Hira Sweets, Main Vikas Marg, Shakarpur, Delhi-92

query@vsrkwealthcreator.com

+91-7042000006

011-45874037

WEBSITE:https://www.vsrkwealthcreator.com

  1. H. L. Kapoor Financial Consultants Pvt. Ltd.

ABOUT US: H. L. Kapoor Financial Consultants Pvt. Ltd. is a one stop Investment Advisory boutique for Mutual Funds, Life Insurance, Corporate Fixed Deposits as part of individual financial goal fulfilments. It was set up with the motto to: use knowledge to help people accomplish personal financial goals rather than push pre-determined corporate profit lines. The idea came from some increasingly mounting gaps in the industry:

Common targets set by employers forced a “sell or be damned” culture which put selling before client needs Growth was the only mantra, resulting in each advisor servicing so many clients that individual attention suffered. Communication with clients was often couched in technical jargon which most clients did not understand H. L. Kapoor Financial Consultants was therefore constituted to convert this gap into an opportunity. Instead of taking time from clients, we give time; time, hard work and knowledge.

ADDRESS: Address: #5, Community Centre,

Basement, New Friends Colony,

New Delhi-110025

9811056118, 011-26920530 , 011-26843545

rajivkap@airtelmail.in, rajivkap@vsnl.com, info@hlkapoor.com

WEBSITE:http://www.hlkapoor.com

  1. Atwal Financial

ABOUT US: Atwal Financial provides cross-border wealth management & financial planning globally for individuals & businesses, Indian rupee financial planning and business solutions. Since 2008 we have successfully delivered our services to clients worldwide. Being fee-based means we offer the widest range of plans, products & services, ensuring we deliver the best possible solution. Should we receive payment for any transaction we arrange, we will offset this against any chargeable fees.

As a result, our approach is comprehensive and tailored which allows us to prioritise our client’s interests.

PRODUCTS/SERVICES: Financial Planning, The India Desk, Business Solutions, Dealing Desk, UK Pensions QROPS, Property Wealth

ADDRESS:  15th floor

Eros Corporate Tower

Nehru Place

New Delhi

110019

+91(0)11-4155-1805

contact@atwalfinancial.com

WEBSITE:http://www.atwalfinancial.com

  1. Vintage Finvest Pvt Ltd.

ABOUT US: Vintage Finvest Pvt Ltd. is a boutique financial services firm. We serve the financial needs of multi-generational families, business owners, endowments, retirees, and individuals. Our holistic approach enables us to create an investment strategy aligned with your unique goals. We embrace solutions leveraging the latest in technology as well as a more traditional investment experience.We also provide treasury management and financial counselling services to NGOs, charitable institutions, start-ups, SMEs, individuals, families, and organizations. We build with you, and empower you to build beyond finance to a more fulfilling life.

PRODUCTS/SERVICES: Portfolio Analysis & Investment Planning, Personal Tax Planning & Liability Planning, Estate Planning, Multi-Generational Wealth Management, Treasury Management, Philanthropy and Charitable Planning

ADDRESS: S – 16, Mezzanine Floor, LMR House

Uphaar Commercial Complex

Green Park Extension

New Delhi

Delhi 110016

011-26521217, 011-40586428

services@vintagefinvest.com

WEBSITE:https://www.vintagefinvest.com

  1. DhanCreators

ABOUT US: DhanCreators is a Wealth Management Firm whose inclusive and sensible strategy have won many trusted relationships with High Net Worth Individuals, Corporate, Trusts and Institutions due to our ability to analyse and understand the Investment Needs of our clientele. We are fast growing firm guided by our ethics and morals working in the field of financial services since 2015 and a single point contact for all your investment and financial needs. We keep on reviewing our work to ensure to achieve best practices in terms of transparency and accountability. The foundation of our business conducts requires honesty, confidentiality and integrity in all matters. Financial Planning is the process of meeting your life goals through proper asset allocation.  In simple words, its a blue print which can help you to achieve your goals and objectives for the future. We are well focused and provide need based services to people as per their specific requirements.

We offer tailor made solutions for all your financial needs. We are Certified Mutual Fund Distributors and promote different Mutual Funds Schemes of Asset Management Companies. We are also Certified Distributor of Products like Equities, Currency, Life Insurance, General Insurance, Health Insurance, Fixed Deposits, Bonds, Loans & Wealth Products etc. Since we are directly associated and affiliated to almost all Financial Products available in the market,  we provide an honest and unbiased product mix for the financial investments and wealth creations to our clients.

PRODUCTS/SERVICES: Mutual Fund, Equity, FD & Bonds, Tax Solution, Insurance

ADDRESS: 514, Suneja Tower – 1, District Centre, Janakpuri

New Delhi – 110058

9599956770, 9998554836, 011-45501666

info@dhancreators.com, sameer1kaila@gmail.com

WEBSITE:http://www.dhancreators.com

  1. Gfs Financial Consultants

ABOUT US: We take this privilege to introduce ourselves as a advisors catering to the business and financial advisory needs of Infrastructure, Real Estate, Hospitality, Import & Export Houses, Emerging Corporates in all industries. With Fifteen years of operations to our credit we have our geographical presence in Delhi NCR, and neighboring states. Our team is a dynamic mix of youth and seasoned professionals which brings to the table qualities such as knowledge, experience and a desire to grow. The leadership team of our organisation has worked with the leading Banks and NBFC’s such as ICICI Bank, Reliance Capital, State Bank of India, Indiabulls ,TATA group, DCB bank, Cholamandalam, Religare & Yes Bank,. Backed by an ethical and entrepreneurial work culture, we have raised over 2,500 crores of funds since the beginning of our operations. We do not boast of decades of experience, but we take pride in our success in building sustainable business relationships based on high quality process, domain expertise, experienced professionals, ability to leverage industry experience and client satisfaction which has been the core attributes to our growth. 

PRODUCTS/SERVICES: Home Loan, Property Loan, Personal Loan, Used Car Loan, Car Insurance

ADDRESS: 20, Todarmal Road, Bengali Market, New Delhi- 110001

info@gfsconsultant.com

+91 93127 20001 +91 11 2341 3334

WEBSITE:http://gfsconsultant.com

  1. JaZaa Business Services Pvt. Ltd.

ABOUT US: Jazaa Business Services is a boutique business consulting and strategic advisory firm with 10+ Years of Experience. We are a team of skilled professionals bonded by the desire to help entrepreneurs convert their ideas into executable and scalable plan. We help you scale faster. The team consists of financial and analytics experts who have a very strong academic background and varied industry experiences. We have a very high level of ethical and moral commitment in all our business practices and robust corporate governance. We are proud of our long list of clientele from across the globe including U.S, Europe and Australia. The passion, enthusiasm and the will to perform and delight our clients is unmatched. We strive to surpass even the highest expectation of our clients in terms of quality of work.

PRODUCTS/SERVICES: Start-up Solutions, Modeling & Analytics, Equity Research, Corporate Finance Advisory, Administration / IT (Accounting and Finance)

ADDRESS: C/O Awfis Space Solutions, Ground Floor, A24/9, Mohan Co. Industrial Estate, Mathura Road, New Delhi-110044

(+91) 880-080-1904

(+91) 880-080-1869

(+91) 880-080-2194

contact@jazaafinancials.com

WEBSITE:https://www.jazaa.in

  1. Wealthcare Securities Pvt. Ltd.

ABOUT US: Wealthcare Securities Pvt Ltd as a part of Wealthcare Group (which constitutes of Mukesh Gupta, Shailesh Gupta, Ace Net Services Pvt. Ltd., and Wealthcare Securities Pvt Ltd), has 18 -year history of serving clients for the management of their finances.

PRODUCTS/SERVICES: Mutual Funds, SIP Investment, Fixed Income, Insurance

ADDRESS: A 54 A, Lower Ground Floor, Lajpat Nagar- II, New Delhi-110024, India

+91-11-4657 5550 (5 Lines)

+91-11-2984 1623

+91-98101 84368

sales@wealthcareindia.com

WEBSITE:https://www.wealthcareindia.com

Tajinder Singh: