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Financial advisor in Gurgaon List 2023 Updated
- CSA Advisor
ABOUT US: CSA MANAGEMENT CONSULTANT PRIVATE LTD. (CSA ADVISOR) is one of the finest organizations in India dealing in financial services. It provides advisory services to clients in order to help meet challenges and understand the opportunities that arise in the Global & Indian Financial Market Our company is engaged in selling investments products in the market and is making the best possible efforts with Banks, AMC and other financial institutions. CSA ADVISOR is a key player in both retail and institutional segments. Our strength has been to continuously innovate and reinvent ourselves with a strong digital footprint. The company is a leading player in the broking industry. The company provide execution, advisory and research service across products like equity, F&O, Commodity & Currency and Mutual Funds, AIF and PMS. The company is actively engaged in selling all the investment products in the market and is working closely with banks, AMCs and other financial institution.
PRODUCTS/SERVICES: Protecting, INVESTING, FINANCING, ADVISING
ADDRESS: Unit 25 A, Tower B-2, Spaze I-Tech Park Sector 49, Sohna Road, Gurgaon – 122018
ABOUT US: FinEdge was born with a single objective, of enabling wealth creation for our clients through quality and conflict free investment management. The use of technology is our cornerstone in ensuring that we can reach across demographics and geographies, provide a convenient, low cost – high quality, process driven, goal oriented, wealth creation platform. We are experts at what we do and for us our success lies only in making our clients meet their investment objectives. We love the fact that we are known and respected by our clients and the industry for our unique business model and our conflict free advice.
PRODUCTS/SERVICES: Our Platform Offers Two Choices: Do It Yourself and Get Expert Help
ADDRESS: Plot no. 14, 3rd Floor,
Sector – 44, Gurgaon – 122003
+91 124 6619500
- iVentures Capital
ABOUT US: iVentures Capital provides end-to-end wealth management solutions. We aspire to be the most trusted Wealth Advisors in India. This is a vision shared by our people and is predicated on a commitment to upholding the highest standards of conduct and service in all our dealings. Since 2005, the prime mission is financial literacy i.e, to empower people to focus on better things in life and worry less about money by securing financial independence in the early stages of the journey called life. The investment world is full of investors chasing short-term profits. We don’t. Our goal is to obtain long lasting investments which yield the benefits of compounding. This demands patience and diligence.
PRODUCTS/SERVICES: Broking, Quantitative Trading, NRI Investments, Private Wealth, PMS
ADDRESS: 12, Ground Floor, Vipul Agora Tower, Mehrauli-Gurgaon Rd, Gurugram, Haryana 122001
- Amit Kukreja
ABOUT US: I specialize in managing double-income families where two strongly opinionated individuals may come in the way of their collective financial well-being. I also specialize in helping people manage their money when they are going through planned or unplanned changes (called Transitions) in their lives like a divorce, loss of a job, major career change, marriage or re-marriage, sale of a business, loss of an earning member in the family, retirement or a pre-mature retirement. The transitions in my own life have given me deeper understanding and experience that sometimes makes it easy for me to coach people who are going through their own transitions. I have been a financial advisor since 2011. Financial advisory is my second career. My previous career was in Information Technology space for about 15 years, specializing in consulting & relationship management, accounts management, delivery of cost-effective, complex, high-performance technology solutions in a globally distributed delivery environment. As an accomplished results-driven delivery leader, I was fortunate to strengthen my relationship management, advisory and consulting skills. Having lived in the US, Singapore, UK and China for several years, I chose to settle down in India in 2003. It was in 2010 when I realized that I need to be on my own pursuing, with passion, my purpose of helping people create a balance of wealth and happiness.
PRODUCTS/SERVICES: Financial Planning, Investment Portfolio Advisory, Financial Coaching, Tax Planning, Real Estate Advisory, Retirement Planning
ADDRESS: #405, Tower C, Nirvana Courtyard, Nirvana Country, Sector 50, Gurugram 122018, Haryana
+91 9999 11 9995
- Elite Wealth
ABOUT US: Elite Wealth Limited, more popularly known as Elite Wealth, is one of today’s a wealth advisory and financial services. Elite Wealth offers a wide range of wealth generation solutions to individuals and institutions based on creative value-investing ideas. Its strength lies in its customer-centric approach and a firm commitment to make your money work for you. Elite Wealth is affiliated with the best in the industry – right from the SEBI,NSE, BSE,MCX to CDSL, NSDL, IRDAI and FMC etc. These affiliations prove our worth in the market and make Elite Wealth a name to reckon with. Our success has been built on the highly individualized nature of our service. We are focused on nurturing long-term relationships with both our clients and our employees. Our depth of knowledge and wealth of experience enables us to cater to all types of investors. Achieving financial success requires an experienced team, determined leadership, access to the latest information, technology and resources, as well as the ability to anticipate and read changing conditions.
PRODUCTS/SERVICES: Demat & Trading, NPS, PMS, IPO’s, Mutual Fund, Finplan, Bonds, Debentures
ADDRESS: Casa Picasso, Golf Course Extension Road,
Near Rajesh Pilot Chowk,
Radha Swami Sector-61,
- Infinibux Investments Pvt. Ltd.
ABOUT US: Infinibux Investments Pvt. Ltd. is a comprehensive financial planning firm focused on attaining the personal financial goals. A team of Infinibux Investments is available to help lift the burden from you by providing expert advice, prudent solutions and comprehensive financial services. Once you have a financial plan, we can then begin to take action on the strategies and tactics outlined in the plan that move us toward achieving our desired goals in life.
ADDRESS: D-246, Sushant Shopping arcade, second floor, Block- B, Sushant Lok Phase I, Kanahi, Haryana
+91 98993 30081
- The Financial Mall
ABOUT US: Money is such an important part of everyday life, yet nobody is ever taught how to manage their finances effectively. So, it’s not surprising that money worries are one of the biggest causes of stress. We’re here to help people feel calmer, more in control and confident about any financial decisions they make.
“We all want progress, but if you’re on the wrong road, progress means doing an about-turn and walking back to the right road.” – C.S. Lewis At The Financial Mall., we understand that there are few things in life that bring more satisfaction and comfort to an individual than financial peace and security. There is also nothing more troublesome than to be worried about your financial future. This financial harmony can be difficult to achieve with the variable economic disruptions the financial markets can bring. Your financial freedom will come from having your heart and mind free from the worries from those “what-ifs” of life. We help you to invest your hard earned money in efficient & effective manner through our seamless process and online platform to execute transactions with ease of a click from anywhere across the world. Our online tools can help you to assess your financial situation and track goals. We provide comprehensive Investment optionsunder one roof along with continuous monitoring for your assets. Our success is ultimately fulfilled as you come to gain greater clarity and visibility over a brighter future for yourself and your family with full control.
PRODUCTS/SERVICES: Financial Management, Investment Management, Goal Management, Tax Management, Risk Management, Retirement Management, NRI Services, Financial Calculators
ADDRESS: 325, D.L.F. Qutab Plaza Phase – I
Gurgaon, Haryana ( India )
- WealthBeing Advisors
ABOUT US: WealthBeing Advisors is a fee-only financial planning firm offering financial planning services to non-resident and resident Indians who are salaried individuals, medical professionals, self-employed professionals and retired individuals. Our financial planning process is driven by the principle that ‘money is not a destination, but an instrument of life’ and lays emphasis on life goals. We are a “fee-only” firm i.e. we are paid solely by the client and we work only for our clients. We are not affiliated with a brokerage firm, insurance company, or any other financial institution. There are no commissions or sales incentives to influence our recommendations. We have no minimum requirements for account value or net worth, as we believe that professional financial advice should be available to everyone. Our services are personalized to clients’ unique situations with only focus on their peace of mind in every stage of life.
PRODUCTS/SERVICES: EDUCATION & WORKSHOPS
ADDRESS: #405, Tower C, Nirvana Courtyard
Nirvana Country, Sector 50,
+91 9999 11 9005
- Fin Advisors
ABOUT US: “FA Fin Advisors Consulting Private Limited (“FA Fin Advisors”) is a research & financial consulting firm with expertise in a number of sectors in the US, GCC countries, Africa and the Asia Pacific region. Our offices are located in the Middle East, Africa, and Asia. We have a team of experts and experienced individuals, who provide unique solutions to complex business situations. Be it business restructuring, M&A, complex valuation or due diligence; we support our clients end-to-end in their business needs.” Our team of experienced consultants have been in senior financial advisory and consulting roles with top investment banks, big 4 accounting & assurance firms, and top consulting & rating firms globally. We are known for precisely assessing the client situation needs, and helping them identify the best possible solutions. We have consistently strived to build world-class research capabilities and differentiated ourselves by offering a broad spectrum of knowledge solutions and developing capabilities to deliver high-end research work. Each solution is tailored individually to clients, taking into account their culture and needs, and what will work for them. We normally work in small but efficient teams that comprise specific experts according to the specific project demands.
PRODUCTS/SERVICES: Business Advisory Services
ADDRESS: FA Fin Advisors Consulting Pvt. Ltd.
Suite No. 213, Suncity Arcade,
Sector-54, Gurgaon –122011
ABOUT US: It is the most advanced portal capable of fulfilling all kinds of credit requirements. Our algorithm matches your loan requirements & serves the best loan products & best offers in the market. It helps to reduces complexity in documentation, evaluation of eligibility & application process. We are professionally managed company with all Ex bankers joining hands to provide you host of services and variety of options to choose from to give you best deal at your doorstep.
PRODUCTS/SERVICES: HOME LOANS, LOAN AGAINST PROPERTY, WORKING CAPITAL LIMITS/TERM LOANS, EDUCATION LOANS, PERSONAL LOANS
ADDRESS: Arcadia 514A, South City II, Sector 49, Gurugram, Haryana 122018