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Top Financial advisor in India List 2023 Updated

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Top Financial advisor in India List 2023 Updated

  1. Bajaj Capital Insurance Broking Limited

ABOUT US: Bajaj Capital Insurance Broking Limited (“BCIBL”) a company incorporated under the provisions of the Companies Act, 1956, was granted the licence (Licence No. 241, Licence Code CB042/02) to act as an Insurance Broker by the Insurance Regulatory and Development Authority (“IRDA”) in the year 2004 and is in the business of insurance broking since then and has served over six lakh clients.

ADDRESS: Bajaj House, 97, Nehru Place,

New Delhi -110019

1800 212 123123


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  1. Go4Advisory

ABOUT US: Go4Advisory has been promoted by GO4 GROUP, Who has been involved in stock Broking, Technical Analysis of Indian Stocks We got fascinated by charts and lines which is the base of Analysis and switched over to Technical Analysis, after working in Indian Stock Markets & Commodity Market. GO4Advisory is a leading research and advisory house based at India having Registered Office in Ahmedabad, with a dominant position in both Institutional and Retail. We are a company specializing in the business of Analysis, information and Intelligence. There are Various Other Categories where we have been rated number one – most independent research, Sales and Services etc. by the Big Brokers, Investors and Institutions. Go4Advisory is One of few unmatched sites providing research and information on Indian capital market and enjoys a strong reputation amongst investors, brokers and researchers. The website was created to provide an information resource to investment and business community. Unlike most other sites that provide Research database source for information and research. We have worked with clients from all over the world, both within and outside of the financial and Analysis community. We have expertise across a broad range of sectors including Broking/Analysis/Picture Film Productions/ Financial services / Media / Internet / FMCG / Real estate / Plastic Industry / Automobiles and many more. The firm’s philosophy is entirely client centric, with a clear focus on providing long term value addition to clients, while maintaining the highest standards of excellence, ethics and professionalism. The entire firm activities are supported by powerful research team.

ADDRESS: B-wing,813-Mardia Plaza,

Above HSBC Bank,Near Panchvati Circle,





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  1. FinEdge

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: Do It Yourself, Get Expert Help

ADDRESS: Plot no. 14,

3rd Floor, Sector – 44,

Gurgaon -122003, India

+91 124 6619500


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  1. Finbingo

ABOUT US: Finbingo is a Robo advisory platform that understands your financial goals and helps you in achieving it by helping you manage your portfolio optimally. All analysis is done by computers (and not humans) hence it is called as Robo advisory platform. It does this by understanding and further analyzing your 1. Assets, 2. Liabilities, 3. Income, 4. Expenses, 5. Liquidity, 6. Risk taking ability etc. It is a true 360-degree financial planning and wealth building platform that takes a dispassionate and scientific approach in analyzing all the above and suggesting financial investments that are most suited for you in meeting your life goals. It also checks your current portfolio composition and takes it through a variety of tests to understand if its performance is optimal. It helps you in rebalancing your portfolio if the existing portfolio is performing sub optimally so that you have better chances of meeting your goals. It provides suggestions across a number of asset classes raging from fixed income securities, mutual funds, exchange traded funds, precious metals and insurance.

PRODUCTS/SERVICES: Mutual Fund Platform, Portfolio Doctor, Finbingo Wealth Builder, Finbingo Tax Planner, Financial Life Goals, Financial & Tax Calculators

ADDRESS: #1309, Lodha Supremus,

Saki Vihar Road, Mumbai,

India 400 072

+91 93219 08752

+91 22 4543 3900


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  1. Purnartha

ABOUT US: Purnartha is the manifestation of a simple thought – to demystify the world of equity investment and create an ecosystem that is backed by unmatched expertise, transparency and strong relationships to help people prosper and grow. Backed by a team of industry veterans and subject matter experts, since its inception in 2009, Purnartha has grown and become a 10,000+ strong family. Having outperformed benchmarks such as NIFTY over time, Purnartha has learnt from its mistakes and embraced financial opportunities with knowledge and confidence, creating a circle of value, trust and wealth.

ADDRESS: 32/33 Rachna Bungalow, Dr. Ketkar Road,

Off Karve Road,

Erandwane, Pune 411004



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  1. FundsIndia

ABOUT US: To provide every Indian a world-class investment platform and sophisticated investment advice

We are an online company based in Chennai and Bangalore. Our customers in over 2,000 cities, have invested over ₹6,500+ crores on our platform in Mutual Funds, Stocks and other investment products. We believe everyone in India should have access to a world-class investment platform and sophisticated investment advice. We’re on a mission to deliver that.

PRODUCTS/SERVICES: Mutual Funds, Equities, Super Savings Account, SIP with Insurance, Corporate FD, NPS – National Pension System



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  1. Avendus

ABOUT US: Avendus is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of asset management, credit solutions, investment banking and wealth management. We walk alongside high performing entrepreneurs, wealth creators and pioneers of the new age economy in their quest to outperform. Avendus relies on its in-depth domain expertise and understanding of diverse regulatory frameworks to identify value creating opportunities. We craft bespoke solutions for our clients and partners with our greatest asset – the pooled intellectual capital of our team. Established in 1999 in Mumbai, India, Avendus’s presence in eleven cities across four countries brings global perspectives and thought leadership to the table and equips our inter-country teams with the expertise to handle large and complex transactions. Avendus Capital Incorporation and Avendus Capital (UK) Private Limited located in New York and London respectively are wholly owned subsidiaries of Avendus Capital Pvt Ltd, India, offering mergers and acquisitions (M&A) and private equity (PE) syndication services to clients in their respective regions.

ADDRESS: IL&FS Financial Centre,

C & D Quadrant – 6th Floor,

Bandra-Kurla Complex, Bandra (East),

Mumbai – 400 051 India

Tel:+91 22 6648 0050

Fax:+91 22 6648 0040


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  1. Fortune Planners

ABOUT US: At Fortune Planners, we focus on our clients’ most critical issues and opportunities. Generally, the services we offer involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.

PRODUCTS/SERVICES: Financial Planning, Retirement Planning, Succession planning, Insurance Planning, Estate Planning, Investment Planning, Tax Planning, Children Future Planning, SIP- Investments, Risk Management, Wealth Management, Real Estate Advisory

ADDRESS: Shri Mahalakshmi, Ground Floor New No. 6, Third Street Habibullah Road, Near Nadigar Sangam T. Nagar, Chennai – 600017

+91- 9884349173


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ABOUT US: We are Financial Planners and Investment Advisors to Senior Corporate Executives and NRIs. We help our clients identify financial goals, develop strategic investment plans for creating, preserving and managing wealth, and achieve results in their wealth management.

Our clients make significant improvements in their investment strategy and unique customized wealth management approach that enables them to take right financial and investment decisions.


ADDRESS: 10/15, Second Cross Street,

Seethammal Extn.,


Chennai – 600 018,


+91-44-24313227, +91-44-42030722


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Tajinder Singh

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