{"id":41609,"date":"2023-01-19T02:18:52","date_gmt":"2023-01-06T16:54:10","guid":{"rendered":"https:\/\/digitalmarketingdeal.com\/blog\/?p=41609"},"modified":"2023-01-26T02:20:27","modified_gmt":"2023-01-04T05:46:03","slug":"financial-advisor-in-mumbai","status":"publish","type":"post","link":"https:\/\/digitalmarketingdeal.com\/blog\/financial-advisor-in-mumbai\/","title":{"rendered":"Financial advisor in Mumbai List 2023 Updated"},"content":{"rendered":"
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  1. MFA<\/b><\/li>\n<\/ol>\n

    ABOUT US:<\/b> MFA was established in 2005 by Mr. Amar Pandit at a time when a lot of product based mis-selling was happening under the garb of ‘wealth management’.<\/span><\/p>\n

    Most of the people we met, did not understand what they were being sold. All they wanted to know was “Am I doing ok?”. We decided to create history by demonstrating that one can create a scalable business model in the financial services industry by doing what\u2019s right for the client. The only way to do this was by delaying gratification, taking a long-term view of client relationships, being a thought leader, promoting financial literacy, creating a realistic compensation model (not one based on greed), having a vision and creating a team of passionate people. And that\u2019s exactly what we chose to do.<\/span><\/p>\n

    PRODUCTS\/SERVICES:<\/b> 360\u00b0 Wealth Advisory Services, Estate Planning & Trust, Family Office, Documentation Service<\/span><\/p>\n

    ADDRESS:<\/b> 301 Narain Chambers, Mahatma Gandhi Road, Vile Parle (East), Mumbai 400 057<\/span><\/p>\n

    +91 22 6243 9700<\/span><\/p>\n

    info@myfinad.com<\/span><\/p>\n

    WEBSITE:<\/b>https:\/\/www.myfinad.com<\/span><\/p>\n

      \n
    1. SNPFP\u00a0<\/b><\/li>\n<\/ol>\n

      ABOUT US:<\/b> Sachin S Parekh is a CERTIFIED FINANCIAL PLANNERCM & AMFI Registered Mutual Fund Distributor advising clients on Comprehensive Financial Planning, Retirement Planning, Tax Planning & Estate Planning issues. He has earned the CFPCM designation from the Financial Planning Standard Board India. CFP certification is the highest professional designation that can be given to a financial planner. It is the most prestigious and internationally accepted qualification, recognized and respected by the global financial community, rated as Gold Standard by Wall Street Journal. No matter how much wealth the client may have, the financial planning process covers the same six steps.<\/span><\/p>\n

      PRODUCTS\/SERVICES:<\/b> Investment Planning, Mutual Fund Investment, Retirement Planning, Children\u2019s Future Planning, Insurance Planning, Tax Planning<\/span><\/p>\n

      ADDRESS:<\/b> A\/504, Om Divya, Near Sona Shopping Center, Trikamdas Road, Kandivali West,<\/span><\/p>\n

      Mumbai \u2013 400067<\/span><\/p>\n

      022 2802 33 33 \/ 4014 26 76<\/span><\/p>\n

      +91 9930015679 \/ 9819802676<\/span><\/p>\n

      info@snpfp.com<\/span><\/p>\n

      WEBSITE:<\/b>https:\/\/www.snpfp.com<\/span><\/p>\n

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      1. Manek Financial Advisors Pvt. Ltd.<\/b><\/li>\n<\/ol>\n

        ABOUT US:<\/b> Manek Financial is a SEBI registered investment advisory based in Mumbai, providing services in Pune and Bangalore as well, and offering Financial Planning and Direct Investment as key services. Quality of service ensures very high retention of clients. Some clients are with Manek for 19 years.<\/span><\/p>\n

        ADDRESS:<\/b> C\/517, Avior Corporate Park, L. B. S. Road,<\/span><\/p>\n

        Mulund West, Mumbai \u2013 400 080<\/span><\/p>\n

        info@manekfinancial.com<\/span><\/p>\n

        WEBSITE:<\/b>https:\/\/manekfinancial.com<\/span><\/p>\n

          \n
        1. OROSKAR INVESTMENT ADVISORS<\/b><\/li>\n<\/ol>\n

          ABOUT US:<\/b> OROSKAR Investment Advisors is a team of qualified financial advisors with a mission : To Help People create Wealth for financing future needs & Dreams. We offer comprehensive financial planning services and advise clients after detailed analysis of client’s income, expenses , assets & liabilities. Our Financial planning exercise starts with an introductory meeting for understanding client’s goals & aspirations . We also make it a point to explain to the clients the steps involved in the entire financial planning process.\u00a0<\/span><\/p>\n

          ADDRESS:<\/b> 23 Sahawas, Near Kirti College, Off Kashinath Dhuru Road<\/span><\/p>\n

          Mumbai, Maharashtra 400028<\/span><\/p>\n

          India<\/span><\/p>\n

          098201 12437<\/span><\/p>\n

          WEBSITE:<\/b>https:\/\/oroskar-investment-advisors.business.site<\/span><\/p>\n

            \n
          1. Matrix Financial Advisors<\/b><\/li>\n<\/ol>\n

            ABOUT US:<\/b> Matrix Financial Advisors is a 13 year old investment banking firm, offering integrated solutions encompassing the highest-quality financial advisory services and financing solutions.<\/span><\/p>\n

            PRODUCTS\/SERVICES:<\/b> PROJECT FINANCE, TERM DEBT, WORKING CAPITAL, DEBT CAPITAL MARKETS<\/span><\/p>\n

            ADDRESS:<\/b> 810, Gold Crest Business Centre,<\/span><\/p>\n

            Opp. Manubhai Jewellers,<\/span><\/p>\n

            LT Road,<\/span><\/p>\n

            Borivali West.<\/span><\/p>\n

            Mumbai \u2013 400091<\/span><\/p>\n

            contact@matrixfc.com<\/span><\/p>\n

            WEBSITE:<\/b>http:\/\/matrixfc.com<\/span><\/p>\n

              \n
            1. RADHHIKA FINANCIAL ADVISORS PRIVATE LIMITED<\/b><\/li>\n<\/ol>\n

              ABOUT US:<\/b> ADHHIKA FINANCIAL ADVISORS PVT LTD is best Financial Planning Company for providing Highest ROI. And, initiative to Educate investors for make proper financial decisions to do so with an online platform to plan, invest and track their investments. Our vision is to be a simple and ethical personal finance solution to help everyone for understand the benefits of financial planning and generate higher Cash-Flow and create a Budget for their financial goals. We\u2019re certified Advisor for Mutual Fund & Insurance, with NSE, BSE for online Trading Platforms with Research Based Financial Planning. Our Products are built for Long Term performance which can able to generate higher Returns compared to Mutual Fund and Fixed Income instruments as well as wealth creation for getting financial freedom.<\/span><\/p>\n

              ADDRESS:<\/b> B\/02, Manek CHSL, Opp Save Nagar, Near Gaon-Devi Mandir, C S Road, Dahisar (East), Mumbai, Maharashtra 400068, INDIA<\/span><\/p>\n

              +91 8108 023023<\/span><\/p>\n

              Contact@Radhhika.Com \/ RadhhikaFin@Gmail.Com<\/span><\/p>\n

              WEBSITE:<\/b>http:\/\/www.radhhika.com<\/span><\/p>\n

                \n
              1. Clarte Financial Advisory<\/b><\/li>\n<\/ol>\n

                ABOUT US:<\/b> We, Clarte Financial Advisory Services LLP (\u201cClarte\u201d) are a unique financial boutique providing innovative corporate solutions, wealth creation, financial reengineering and management ideas under one roof. Our practice model is built around the needs of client and manages their total financial affairs. Our approach is to understand the existing client set up and their requirements, based on the same we formulate the strategies and execute the financial plan for paving the way for the growth of the corporate and leading them towards the achievement of set goals and objectives. We advise on Structuring of group entities (holding company, subsidiary company, merger of group companies) in line with the company strategies and business plan. Our relationship and networking with financial institutions and understanding of innovative financial products facilitate to achieve the financial landmarks.<\/span><\/p>\n

                PRODUCTS\/SERVICES:<\/b> DEBT SYNDICATION, INVESTOR RELATIONS, CORPORATE ADVISORY, PRIVATE EQUITY<\/span><\/p>\n

                ADDRESS:<\/b> 205, Commerce Centre Vishweshwar Nagar Road, opp. Umya Mata Mandir, Goregaon, Mumbai, Maharashtra 400063<\/span><\/p>\n

                022 2838 3304<\/span><\/p>\n

                WEBSITE:<\/b>http:\/\/clartefinancial.com<\/span><\/p>\n

                  \n
                1. JM Financial<\/b><\/li>\n<\/ol>\n

                  ABOUT US:<\/b> JM Financial is one of India\u2019s prominent financial services groups, specialising in providing a spectrum of businesses to corporations, financial institutions, high net-worth individuals and retail investors. We are known for our diverse businesses which comprises of<\/span><\/p>\n

                  (a) Investment Banking, Wealth Management and Securities (IWS) which includes fee and fund based activities for our clients<\/span><\/p>\n

                  (b) Mortgage Lending which includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP)<\/span><\/p>\n

                  (c) Distressed credit which includes the Asset Reconstruction business<\/span><\/p>\n

                  (d) Asset Management which includes the mutual fund business.<\/span><\/p>\n

                  ADDRESS:<\/b> 7th Floor, Cnergy<\/span><\/p>\n

                  Appasaheb Marathe Marg, Prabhadevi,<\/span><\/p>\n

                  Mumbai – 400 025<\/span><\/p>\n

                  + 91 22 6630 3030<\/span><\/p>\n

                  Fax : +91 22 66303223<\/span><\/p>\n

                  WEBSITE:<\/b>https:\/\/jmfl.com<\/span><\/p>\n

                    \n
                  1. Friends Financial Services<\/b><\/li>\n<\/ol>\n

                    ABOUT US:<\/b> Welcome to FRIEND FINANCIAL SERVICES Insurance is not merely an investment to save taxes. It\u2019s a lot more. Whether it\u2019s about the Financial security for your family or having that protection cover when life springs up unpleasant surprises or even taking care of the educational needs of your loved ones \u2013 There\u2019s nothing that can beat Insurance.<\/span><\/p>\n

                    PRODUCTS\/SERVICES:<\/b> LIFE INSURANCE, HEALTH INSURANCE, VEHICLE INSURANCE, PROPERTY INSURANCE, LIABILITY INSURANCE, PROFESSIONAL INDEMNITY INSURANCE, MUTUAL FUND, TAX CONSULTANT, FINANCIAL PLANNING<\/span><\/p>\n

                    ADDRESS:<\/b> Shop No-5, ALAKNANDA, Nehru Nagar, Kurla East, Mumbai-400024<\/span><\/p>\n

                    +91 9821083392<\/span><\/p>\n

                    022 25245314 \/ 25286341<\/span><\/p>\n

                    friendinsurance@yahoo.com<\/span><\/p>\n

                    milind.bane@friendswealth.com<\/span><\/p>\n

                    WEBSITE:<\/b>https:\/\/www.friendswealth.com<\/span><\/p>\n

                      \n
                    1. White Elephant Financial Planners<\/b><\/li>\n<\/ol>\n

                      ABOUT US:<\/b> We at White Elephant Financial Planners are here to assist you in achieving your financial goals by putting your money to work more efficiently for you. People have this tendency that investment is usually long term & they miss the benefits of short term investments. By managing your risk in a very cost-efficient way & by avoiding any mis-selling of insurance products, we make sure that every idle penny is working adequately in growing our client\u2019s wealth. With our presence in the industry for more than 3 decades, we provide investment & insurance solutions with traditional as well as modern-day techniques. Advanced technological infrastructure, lends a hand in catering clients all across the globe.<\/span><\/p>\n

                      PRODUCTS\/SERVICES:<\/b> MUTUAL FUNDS, CORPORATE ASSIT, FINANCIAL PLAN, HEALTH INSURANCE, LIFE INSURANCE, BONDS, MOTOR INSURANCE, CARGO INSURANCE, FIRE INSURANCE<\/span><\/p>\n

                      ADDRESS:<\/b> 16\/A-5, SINDHI COLONY, ROAD NO.24, SION (W), MUMBAI-400022, MAH., INDIA<\/span><\/p>\n

                      +91-9773628856, +91-8652121190<\/span><\/p>\n

                      WEFPINDIA@GMAIL.COM<\/span><\/p>\n

                      INFO@WEFP.IN<\/span><\/p>\n

                      WEBSITE:<\/b>https:\/\/whiteelephantfinancialplanners.com<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

                      MFA ABOUT US: MFA was established in 2005 by Mr. Amar Pandit at a time<\/p>\n","protected":false},"author":23,"featured_media":42142,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7241],"tags":[],"class_list":["post-41609","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mumbai"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/posts\/41609","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/comments?post=41609"}],"version-history":[{"count":0,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/posts\/41609\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/media\/42142"}],"wp:attachment":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/media?parent=41609"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/categories?post=41609"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/tags?post=41609"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}