Chooseyour locationPlace the pin accurately on the map

Investment Consultants

in

What service do you require?

Why Sulekha?
15+ Years of Expertise
14000+ Happy Users
46000+ Verified Service Providers

Top Investment Advisors as on Sep 28, 2022

Filter
S
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 7.3Working Hours: 10 AM to 6:30 PMYears of Experience: 32

Sykes & Ray Equities is where knowledge meets expert advice, to provide investment solutions on the path of financial freedom. We assist you to achieve your financial goals with a disciplined and systematic approach by investing in investment avenues for wealth creation and wealth management. less

more
Call
Enquire Now
N
Behala, Kolkata, 700008
4.5/5 Based on 52 reviews
Investment Consultants, Life insurance, Health insurance, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 60 MinsSulekha Score: 8.2Working Hours: 10 AM to 7 PMYears of Experience: 28

N.J. India Invest Pvt. Ltd. is an insurance and investment consultant based in Kolkata, India. We specialise in offering personalised investment planning for mutual funds, SIPs, NSC/PPF, tax plans and retirement plans. We also provide portfolio management services and insurance planning services. Since our founding in 2000, we have helped numerous clients with their investment needs. Contact us for further details. less

more
Rajesh Mondal from Kolkata

"Very efficient and positive in approach. Goes out of the to help. "

Dipankar Dutta from Kolkata

"Was very apprehensive about investing in mutual fund but talking to her and working I am confident and sure "

Read more
Call
Enquire Now
V
Ambattur, Chennai, 600053
Investment Consultants, Real estate & property disputes lawyers, Cyber lawyers, Divorce & family lawyers, Consumer protection & dispute lawyers
+9 more
Response Time: Within 15 MinsSulekha Score: 6.1Working Hours: 10:30 AM to 6:30 PMYears of Experience: 10No. of cases: 21+
+5 more
  • Languages known: Hindi
  • Languages known: English
  • Languages known: Tamil
  • Hourly rate charges: 1000
  • Virtual consultation: Yes

We are a technology-driven platform, offering services that cover the legal needs of startups and established businesses. Some of our services include incorporation, government registrations & filings, accounting, documentation and annual compliances. In addition, we offer a wide range of services to individuals, such as property agreements and tax filings. Our mission is to provide one-click access to individuals and businesses for all their leg ... less

more
Call
Enquire Now
G
Kompally, Hyderabad, 500067
5.0/5 Based on 5 reviews
Investment Consultants, Life insurance, Health insurance, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 7.8Working Hours: 8 AM to 8 PMYears of Experience: 5

ABfinvest is a personal finance advisory and execution firm. We strive to build wealth to our customers through a goal based approach to their needs. We serve clients across the world. We provide financial planning, mutual funds, life insurance, health insurance, general insurance, PMS, AIFs, Loans etc. less

more
sandeep from Hyderabad

"Mr. Anil had given good advise and executed our plans. Also explained financial and insurance planning. I would highly recommend ABfinvest for your investment requirements. "

Guest from Hyderabad

"After going through multiple advisors, I chose ABfinvest. He explained the financial planning and took our goals and explianed different investment products. Also took our views and priorites and gave a good plan for us. He also gav eadvice on insurance and was genuine. We liked his diverse background and friendliness. Surly recommend him to others."

Read more
Call
Enquire Now
A
Salt Lake City, Kolkata, 700106
5.0/5 Based on 5 reviews
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 5.3

Allegiance associates, or Double A, it was founded by two partners in September 2007. The name Allegiance means trust and as the name suggests the entire foundation of the organisation depends on the creation and building of trust of our clients based on the goodwill created by the high level of services, customised solutions and the professional approach of our team. Over the years, Allegiance has grown from a small unit managing a bun ... less

more
rony shaw from Kolkata

"I AM VERY HAPPY TO WORK WITH YOU. THANKS "

Swapan Patra from Kolkata

"I am happy work with him... Thank you Mr.Majumder."

Read more
Call
Enquire Now
S
Rajaji Nagar, Bangalore, 560010
4.5/5 Based on 10 reviews
Investment Consultants, Investment consultancy service
Response Time: Within 15 MinsSulekha Score: 7.4Working Hours: 10:00 AM to 06:00 PM

Are you looking for a chit fund near you? Look no further than Samith Chits Private Limited! We are an investment consultant that offers monthly chits plans to help you save money. Our friendly and knowledgeable staff can help you choose the right plan for your needs, and we offer competitive rates. Contact us today to learn more! less

more
Shiva Prasad from Bangalore

"Service was excellent by mr.harish they responded very quickly...."

Likith from Bangalore

"Excellent service by the firm and responded very quickly....."

Read more
Call
Enquire Now
M
Yeshwanthpur, Bangalore, 560086
Investment Consultants, Digital signature certificate providers, Life insurance, Health insurance, Vehicle Insurance
+6 more
Response Time: Within 15 MinsSulekha Score: 7Working Hours: 9:30 AM to 6 PM

we are into insurance(life , health and insurance) loans (home , mortgauge, personnel loan)and digital signature less

more
Call
Enquire Now
T
Guindy, Chennai, 600032
5.0/5 Based on 1 reviews
Investment Consultants, Online Services, Investment consultancy service, Engineering tuition, Polytechnic Tuitions
Response Time: Within 15 MinsSulekha Score: 6.2Working Hours: 08:00 am to 08:00 pmYears of Experience: 11Hired on Sulekha: 2 times

Education is boththe act of teaching knowledge to others and the act of receiving knowledge from someone else. Education also refers to the knowledge received through schooling or instruction and to the institution of teaching as a whole. less

more
firstname from Chennai

"Excellent coaching method..very friendly approach..faculty makes the student to understand concepts very easily"

Read more
Call
Enquire Now
H
Janakpuri, Delhi, 110058
Investment Consultants, Home loans, Mortgage loans, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 3.6
Call
Enquire Now
B
Investment Consultants, Investment consultancy service, Certified financial planners consultancy, Share Brokers
Response Time: Within 15 MinsSulekha Score: 5.9Working Hours: 09:00 am to 06:30 pmYears of Experience: 15

-A twelve-year-old firm that not only looks into your financial needs but also helps you devise your investment needs. -One-stop solution to all your financial Problems with detailed analysis of the given situation. -Consultation on NRI investment options when you are away from your country, can always present an outlook and safeguard your hard-earned money. -We have an extensive client base of more than 8,000 pan India and over a Globe. Ser ... less

more
Call
Enquire Now
View More

Updated Reviews by Investors As on Sep 28, 2022

Average Rating
4.0/5 430 Reviews

" Gurmehar listened patiently and advised the most suitable plans for my unique requirements. The team is extremely efficient and proactive. Overall, it was a hassle free experience working with Gurmehar and I would definitely recommend his expertise to anyone. "

Ayesha from Delhi, on 28 Sep 2022

" Mr krishna has helped us in reviewing the existing MF portfolio and frankly it was a relief to finally understand what is happening in my portfolio. He has taken time to explain all my queries and also provided a road map for withdrawals too. A great experience indeed "

Guest from Hyderabad, on 28 Sep 2022

" Bajaj finance contact number O7001818022//07001818022. call me problem solve 24 hours available O70.01.81.80.22.care services contact number O70.01.81.80.22.call me problem solve 24 hours available..070..01..81..80.22..Google pay contact number 07001818022//??.PhonePe contact number O7001818022//07001818022. call me problem solve 24 hours available O70.01.81.80.22.care services contact number O70.01.81.80.22.call me problem solve 24 hours available..070..01..81..80.22..Google pay contact number 07001818022//??? "

Ek villain from Mumbai, on 28 Sep 2022

" Superb service from giving rates and delivery of stock to sending invoice of the purchase all on time. They have a superb team (managers) to take care of. Bingo! "

Dolly Kamble from Mumbai, on 27 Sep 2022

" Good services and excellent idea for growth of fund "

Tarun Mukherjee from Kolkata, on 23 Sep 2022

" contact number O7001818022//07001818022. call me problem solve 24 hours available O70.01.81.80.22.care services contact number O70.01.81.80.22.call me problem solve 24 hours available070..01..81..80.22..Google pay contact number 07001818022//??.PhonePe contact number O7001818022//07001818022. call me problem solve 24 hours available O70.01.81.80.22.care services contact number O70.01.81.80.22.call me problem solve 24 hours available070..01..81..80.22..Google pay contact number 07001818022//??? "

Gvgvgvv from Mumbai, on 17 Aug 2022

" Deligent and timely response "

Anshu from Delhi, on 12 Aug 2022

" NJ welalth contact number O8597562929//08597562929. call me problem solve 24 hours available O85.97.56.29.29.care services contact number O85.97.56.29.29.call me problem solve 24 hours available085..97..56..29.29..Google pay contact number 08597562929//??.PhonePe contact number O8597562929//08597562929. call me problem solve 24 hours available O85.97.56.29.29.care services contact number O85.97.56.29.29.call me problem solve 24 hours available085..97..56..29.29..Google pay contact number 08597562929//??.. "

Gujrat from Delhi, on 02 Aug 2022

Services Offered by Investment Opportunities

  • Understanding a client’s need by meeting them in-person
  • Allow them to explore different types of investment opportunities
  • Educate clients and answer questions about investment options and potential risks
  • Suggesting the apt investment plans
  • Help clients understand different circumstances to invest
  • Exploring a client’s account and understanding about their explorable investment opportunities
  • Research customized investment opportunities according to a client

Fee Charged by Financial Advisor

Investment Plan WorkApproximate Charges
Financial AdviceRs 6,000 – Rs 40,000

The charges applicable for an investment consultant service differs based on the plans, period of intrusion of a consultant, etc.

Why Sulekha?

Apart from being a hub for licensed investment professionals, there are several other reasons why an applicant should choose Sulekha to explore multiple investment opportunities without major hassles and at best deals. Here are some of the top reasons

Qualified investment consultants

The top investment professionals registered with Sulekha have qualified and experienced investment advisors. These professionals help out the applicants in exploring potential investment plans and their eligibility criteria to avail themselves and how to improve the chances of profit.

Licensed and trustworthy companies

The companies offering top-notch investment advisory services through Sulekha are all licensed and provide a trustworthy service to their clients. The companies promise a professional service to the clients who wants to explore several investment opportunities with them.

Customized investment plans

Everyone’s investment idea and need are different. An individual’s financial situation, plans of multiplying their income, etc., differ from person to person. Hence, the investment professionals should provide a tailored approach to every client.

Affordable charges

Apart from offering a tailor-made service, professional investment consultants offer a fair price in the market to their clients. It is an added feather to their most satisfying service.

Qualified investment consultants

The top investment professionals registered with Sulekha have qualified and experienced investment advisors. These professionals help out the applicants in exploring potential investment plans and their eligibility criteria to avail themselves and how to improve the chances of profit.

Licensed and trustworthy companies

The companies offering top-notch investment advisory services through Sulekha are all licensed and provide a trustworthy service to their clients. The companies promise a professional service to the clients who wants to explore several investment opportunities with them.

Customized investment plans

Everyone’s investment idea and need are different. An individual’s financial situation, plans of multiplying their income, etc., differ from person to person. Hence, the investment professionals should provide a tailored approach to every client.

Affordable charges

Apart from offering a tailor-made service, professional investment consultants offer a fair price in the market to their clients. It is an added feather to their most satisfying service.

FAQ

Do you know?
8,500+ Happy Customers 8k+ Users from across India trusted & hired Investment consultants last year from Sulekha
Apply Now

Tips & Solutions for Investment ConsultantView All Blogs

Direct Vs. Regular Mutual Fund - Which Is Better?

The mutual funds are of two types – Direct Mutual Fund and Regular Mutual Fund. In the recent years, in the investment world, one could have definitely...

5 Best Mutual Funds for Long Term Investment Benefits

Mutual funds have become the most viable investment option these days due to its long term benefits and low risks involved in it. According to the market...

Investment tip for a beginner in 2020

So you have graduated recently and got yourself a good job to settle down with, and life seems sorted till you retire, right? While most of us are excited about...

Mutual Fund Types & Investment Schemes

When it comes to financial investment, the wheels of avenues are many such as stock markets, government bonds, mutual funds, etc. With respect to long term savings,..

Why Sulekha

Why Sulekha

Sulekha is India's most efficient and affordable premier listing service. When you choose Sulekha, you get the best offers available in the market and negotiate your terms with the top service providers. Our professionals guarantee 100% customer satisfaction while delivering the service on-time.

1 Crore +

Happy Customers

20000+

Verified Experts

1000+

Cities Served

200+

Categories

24 *7

Customer Support

15 +

Years of Experience

Join with Sulekha
Grow your Business with Sulekha
Are you an Investment Consultants?