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Investment Consultants in Delhi

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Top Investment Advisors as on Oct 04, 2022

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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
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S
Fort, Mumbai, 400001 ( Also serves in Delhi )
Investment Consultants, Investment consultancy service, Certified financial planners consultancy, Share Brokers
Response Time: Within 15 MinsSulekha Score: 4Working Hours: 09:30 AM to 6:30 PMYears of Experience: 40Hired on Sulekha: 1 time

A financial services firm guiding investors since 1982, Sushil Finance goes that extra mile in making investments a success. We provide a bouquet of financial services and investment solutions with quality research. less

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I
Mansarovar, Jaipur, 302020 ( Also serves in Delhi )
5.0/5 Based on 4 reviews
Investment Consultants, Investment consultancy service
Response Time: Within 15 MinsSulekha Score: 6.8Working Hours: 10:00 am to 06:00 pmYears of Experience: 12Hired on Sulekha: 2 times

We Infinity are a leading Service Provider of a wide range of Mutual Fund Consultancy, Financial Planning, Registration Services, Company Registration Services, Ngo Services, Gst Registration And Return Filing Services, etc. We are providing above services in all over India but we have a good command on Jaipur, Ajmer, Jodhpur, Bikaner, Mumbai, Nashik, Indore, Lucknow, Noida, Ghaziabad, Gurgaon, Faridabad, Delhi, Ahemdabad, Pune, Bengaluru, Kolkat ... less

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bajrang singh from Jaipur

"Personally overall good experience, they worked as team. "

Pankaj Khandelwal from Jaipur

"Personaly Overall good experience."

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M
Investment Consultants, Investment consultancy service
Response Time: More than 60 MinsSulekha Score: 6.8Working Hours: 9 AM to 6 PMHired on Sulekha: 1 time

WIDE RANGE OF PRODUCTS & SERVICES TO SUIT YOUR INVESTMENT NEEDS Equity Trading Investing in equities for a long term has many advantages. Here is why equity investments have an edge over simply saving money in your bank account Commodity Trading Commodity trading brings a basket full of diverse avenues for investment, away from the traditional avenues of equity, bonds and real estate. Portfolio Management Services We have discretionary Portf ... less

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M
Vasant Kunj, Delhi, 110070
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 7.3Working Hours: 10 AM to 6 PMYears of Experience: 6

We at money matters help people from all sections of society, who belongs to economically stronger slab to remain strong and get stronger going forward. And weaker slab who aspire to get into stronger slab “Systematically “. Our core mission is to help and enable individuals and organizations with planning and managing their wealth because after all “Money Matters”! less

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M
Dilshad Garden, Delhi, 110096
5.0/5 Based on 1 reviews
Investment Consultants, Health insurance, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 7.5Years of Experience: 6Hired on Sulekha: 1 time

We are a Registered Independent Financial Advisor. We help our clients in Financial Planning. Advise on Goal Based Investment Decisions. Take Proper Feedback from the clients with respect to understand the risk appetite. Advises on Proper Allocation. We also offer Medical Insurance,Medi Claim. Not only offer but stands with the customer at the time of medical emergency and Claims. less

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Anshu from Delhi

"Deligent and timely response "

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G
Anand Vihar, Delhi, 110092
Investment Consultants, Investment consultancy service
Response Time: Within 15 MinsSulekha Score: 7.3Years of Experience: 19Hired on Sulekha: 2 times

Gera Wealth Pvt Ltd is Mutual Fund Distributors assisting nearly 1000 clients for 20 years to achieve their financial goals. Besides Mutual Funds, we also distribute PMS (Portfolio Management Service), Bonds, NCD and various financial investment products. We assist client in protection against untimely Demise thru taking Term Insurance and against unforeseen medical expenses by recommending health & Critical Insurance. Our director Ms Anju Gera n ... less

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A
Moti Nagar, Delhi, 110015
Investment Consultants, Investment consultancy service
Response Time: Within 15 MinsSulekha Score: 6.8Years of Experience: 12Hired on Sulekha: 1 time

Angel Broking provides the best stock brokering solutions to clients located in the Delhi and NCR regions. We specialise in providing an online platform for trading stocks, equities, derivatives, and other financial instruments that are exchange-traded. We offer different trading products based on customer specifications. Contact us for further details. less

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I
Defence Colony, Delhi, 110024
5.0/5 Based on 8 reviews
Investment Consultants, Life insurance, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha Score: 8.8Working Hours: 10:00 am to 07:00 pmYears of Experience: 2

Investia is a Insurance provider with all major players in market. We are committed towards delivering best service to our customers, which the USP of the firm. less

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Kanika Grover from Delhi

"Good insights into different investment plans. Would highly recommend"

Ayesha from Delhi

"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."

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O
Secunderabad, Hyderabad, 500003 ( Also serves in Delhi )
Investment Consultants, Investment consultancy service
Response Time: More than 60 MinsSulekha Score: 5.5

we at www.bharatsip.com offer online investment in Mutual funds / IPO's / NPS / NCD / PMS etc We are All India Multi Brand MutualFunds distributors (SBI / ICICI / HDFC / IDFC / AXIS / Franklin /SAMCO / LIC / UTI / TATA / ABSL etc) registered with AMFI & BSE. You can #invest in Any #mutualfunds(#Lumpsum & #SIP ) instantly by from your computer/Mobile for free Fulfill all your financial goals with suitable #SIP investment online at www.bharatsi ... less

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Updated Reviews by Investors As on Oct 04, 2022

Average Rating
4.0/5 349 Reviews

" A.xi.s b.an.k cu.st.o.mer ca.re num.ber O7.O3.35.O9.9.93It was a fast and easy transaction. I applied for a private finance loan in this bank for Rs.3.5 lakhs and it got credited without any trouble. The rate of interest is 12.5% for 5 years duration. They gave very good service. Less paperwork and the executive helped me a lot from beginning to the end. I am impressed by their dedicated service. A.xi.s b.an.k cu.st.o.mer ca.re num.ber O7.O3.35.O9.9.93It was a fast and easy transaction. I applied for a private finance loan in this bank for Rs.3.5 lakhs and it got credited without any trouble. The rate of interest is 12.5% for 5 years duration. They gave very good service. Less paperwork and the executive helped me a lot from beginning to the end. I am impressed by their dedicated service. "

Raju from Delhi, on 03 Oct 2022

" Good insights into different investment plans. Would highly recommend "

Kanika Grover from Delhi, on 02 Oct 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

" Great service .. highly recommended "

Priyanka Gogoi from Delhi, on 11 Apr 2022

" Best mutual fund services in Delhi. Their recommendations on insurance products is very helpful. "

Sachin mahajan from Delhi, on 04 Apr 2022

" Now NRIs can invest directly from the place of their resident country through NRE account and receive back payments directly in NRE account. Enjoy guaranteed and higher returns "

Guest from Delhi, on 25 Jan 2022

" Best advisors for investment planning. "

Hemant Yadav from Delhi, on 16 Oct 2021

" Best investment consultant in delhi "

Sanketh from Delhi, on 02 Jul 2021

" Talking 6 month dism course has hugely helped me with greater understanding of the financial market . "

Manjeet from Delhi, on 01 Jul 2021

Recent Enquiry

Gue*** requested for Investment consultancy service
Preferred investment : Mutual funds Investment amount : I don't want to reveal Nature of employment : Salaried 17 days ago
Vir*** requested for Investment consultancy service
Preferred investment : Insurance planning Investment amount : 6 -10 lakhs 33 days ago
Jit*** requested for Investment consultancy service
Preferred investment : Mutual funds Investment amount : Less than 1 Lakh Nature of employment : Salaried 54 days ago

Top investment consultants in Delhi

With many years of experience, the expert investment consultants will be just the thing to help your business. Hiring a good investment consultant in Delhi is like an investment for you. So, browse through our list of top investment consultants and choose the best one who can help you reach your financial goals. Contact our listed investment consultants now and get started on the road to success!

Different types of investments:

Investments can be divided into two main types namely, Traditional and Alternative.

Traditional investments

Investing in well-known products will fall into this category.

Bonds

A Bond is an IOU which is generally used by public and private enterprises to raise a huge amount of money which any financial firm or bank is incapable of lending. These bonds are issued in the public market by the borrowing party and are bought by the lenders for a particular amount of money. Many lenders then join together to lend the required sum of money and the borrowing company is able to arrange capital for its operations as well as growth purposes.

Stocks

Stocks are shares which are issued by the companies and bought by the general public. They offer an avenue for the companies to raise the required funds. Stocks usually entitle a customer’s ownership. Stocks, Shares, and equities all imply the same thing. Shares are the most popular investment avenues in the market. It is because the returns that are offered by stocks are generally higher in comparison to any other financial instrument. However, in order to balance the high returns associated with stocks, the risk associated with them is also quite high.

Small saving schemes

Small savings schemes are another popular savings tool in the market. They can be a great tool for saving money in small amounts. The main idea behind this tool is to encourage the habit of saving to almost all economic sections. Some of the common small savings tools include Sukanya Samriddhi Scheme, Kisan Vikas Patra, EPF (Employees Provident Fund), Personal Provident Fund (PPF), NPS (National Pension Scheme, etc. Almost all small savings schemes are initiated and facilitated by the government of India so as to increase the penetration of savings schemes in the country.

Employees Provident Fund

It is a small savings scheme which is offered by the employer. It includes salaried individuals of both private as well as public organizations. Any company that has a workforce of more than 20 employees must be registered for this scheme. Around 12% amount is deducted from the salary every month and contributed towards the EPF of an employee. This account is maintained by the Employees Provident Fund Organization of India, commonly known as the EPFO. The amount which is deposited in EPF is eligible for tax exemption as per section 80C of the Income Tax Act.

National Pension Scheme

It is one of the most popular investment schemes for ensuring a regular pension to the individuals working in both private as well as public sectors. NPS is given to individuals either as corporate perks or can be availed by the individuals on their own. The amount set for NPS is eligible for tax rebate. The scheme allows withdrawal of the deposited amount only after the account holder reaches 60 years of age. The amount withdrawn on maturity is completely tax-free.

Mutual Funds

Mutual funds are professionally managed in different securities. These mutual funds can be of different types based on the types of securities which they invest in. Some of the popular mutual funds are balanced funds, open-ended funds, stock funds, etc. These funds are classified according to their percentage allocation in different securities.

Fixed Deposits

As the name indicates, these are financial instruments which are one of the safest ways to save money. These deposits are not active investment tools, but they are rather a passive way to save and get returns. A fixed sum of money is kept aside with a financial firm for some fixed number of duration. In turn, some interest is earned on this money which differs with the deposit duration and also with the banking entity.

Real Estate

Property rates are rising with every passing day and have made real estate a great investment avenue for the investors. Purchasing, selling, and leasing of property can offer you significant returns. With increasing urbanization, real estate rates in major cities like Delhi, Chennai, etc. are skyrocketing. This has made these places hot hubs for real estate investors. Most of the investors take financial aid from banks to invest in real estate and then sell or lease the same property to get returns offered due to an increase in the price of the property.

Alternative Investments

Alternative Investments are those which are not regular investments such as stocks, bonds, etc. These kinds of investments are made in order to buy jewellery, precious metals, etc. which are expected to give good returns in the future. Also, another distinctive feature of alternative investments is its low liquidity and minimum investment limits.

Hedge Funds

Hedge funds invest in both financial derivatives as well as publicly traded securities. They are a popular alternative investment tool due to their high leverage and high returns. These funds are characterized by high fees and low liquidity. The managers of hedge funds usually have some personal stake in the fund.

Private Equity

Private equity trades in shares of a company which is not publicly listed and whose shares are not available in the stock market. Investors employ different strategies to invest in private equity funds.

Venture Capital

Venture Capital is the most popular investment which is currently deployed by investors in the Indian start-ups. Substantial capital is invested in a budding company in return for their stocks of the same. This strategy is based on the ideas that find substance in investing in any new technology that may take the market by storm in the coming time.

Managed Futures

This type of investment is a great tool to provide portfolio diversification. It is a good option to minimize the risk and maximize the returns. Generally, managed future accounts have sufficient exposure to different markets including agriculture, commodities, currency and more.

Structured Products

Structured products combine two or more different financial instruments to create a packaged investment strategy. Mostly, the derivatives are combined with securities and other kinds of derivatives. These structured products have a fixed date of maturity like bonds.

Collectible items

Collection of artifacts which have a substantial value is one of the most difficult types of alternative investment. This needs a good knowledge of the articles. Mostly, collectibles such as stamps, jewellery, artworks, etc. The value of artifacts is usually expected to increase and keep pace with inflation. Hence, collectibles make a good form of alternative investment.

FAQ - Best Investment Consultant in Delhi

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