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Investment Consultants in Mumbai

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Top Investment Advisors as on Aug 13, 2022

Malad West, Mumbai, 400065
Investment Consultants, CA for Audit & Assurance, CA for commercial taxation, CA for finance and corporate advisory, CA for registration and license consulting
+4 more
Sulekha Score: 5.8Working Hours: 10:30 AM to 7 PMHired on Sulekha: 2 times
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Investment Consultants, Corporate group insurance, Life insurance, Home insurance, Travel insurance
+4 more
Sulekha Score: 4.5Working Hours: 10 AM to 6 PM
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Investment Consultants, Investment consultancy service, Certified financial planners consultancy, Share Brokers
Sulekha Score: 4Working Hours: 09:30 AM to 6:30 PMYears of Experience: 40Hired on Sulekha: 1 time
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Mansarovar, Jaipur, 302020 ( Also serves in Mumbai )
5.0/5 Based on 4 reviews
Investment Consultants, Investment consultancy service
Sulekha Score: 6.9Working Hours: 10:00 am to 06:00 pmYears of Experience: 12
bajrang singh from Jaipur

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

Pankaj Khandelwal from Jaipur

"Personaly Overall good experience."

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Malabar Hill, Mumbai, 400006
Investment Consultants, Investment consultancy service
Sulekha Score: 6.7Hired on Sulekha: 1 time
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Sector 8, Gurgaon, 382008 ( Also serves in Mumbai )
5.0/5 Based on 1 reviews
Investment Consultants, Corporate group insurance, Life insurance, Health insurance, Certified financial planners consultancy
Sulekha Score: 7.8Working Hours: 10 AM to 9 PMYears of Experience: 4
bhaskar from Gurgaon

"Very informative and effective services "

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Kandivali East, Mumbai, 400101
Investment Consultants, CA for Audit & Assurance, CA for commercial taxation, CA for finance and corporate advisory, CA for registration and license consulting
+5 more
Sulekha Score: 5.3Working Hours: 9 AM to 9 PM
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Nariman Point, Mumbai, 400021
Investment Consultants, Investment consultancy service, Insurance Agent Recruiters
Sulekha Score: 5.3
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Kalbadevi, Mumbai, 400002
4.0/5 Based on 1 reviews
Investment Consultants, Investment consultancy service, Share Brokers
Sulekha Score: 4.8Working Hours: 9 AM to 5:30 PM
Shacheendra Dabir from Mumbai

"Very nice response from Angel Broking. I have contacted to get the details related to investment, they explained all the queries. I'm satisfied."

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Grant Road, Mumbai, 400007
Investment Consultants, Investment consultancy service, Domestic cargo & shipping agents, International cargo & shipping agents, Customs clearing & forwarding services
+1 more
Sulekha Score: 3.8Working Hours: 10 AM to 8 PM
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Updated Reviews by Investors As on Aug 13, 2022

Average Rating
4.0/5 323 Reviews

" UnlistedGuru is the best company in dealing with Unlisted Shares. My personal experience was very good. "

RUCHITA from Mumbai, on 04 Aug 2022

" I have received good advice regarding investment in mutual funds... Current investments are also monitored and necessary changes in funds investment are advised accordingly.... Very good experience... "

Joel DCosta from Mumbai, on 08 Jul 2022

" Very good cliental services and informing us about any buyback offer ect on time. I would recommends every one to use his services. Thanks CA Avinash T Jain "

Avinash T Jain from Mumbai, on 17 Jun 2022

" Great job Great job vGreat jobGreat jobGreat jobGreat jobGreat jobGreat jobGreat job "

vijay from Mumbai, on 28 May 2022

" I just wanted to share a quick note and let you know that you guys do a really good job on brand marketing. I’m glad I decided to work with you. It’s really great how easy your websites are to use. "

Mohammed Yusuf from Mumbai, on 20 Apr 2022

" I have commodity ac activate it "

Anil agarwal from Mumbai, on 28 Jan 2022

" Like to talk or meet Mr kotian sir regarding the investment "

Sunil Pol from Mumbai, on 17 Jul 2021

" I want to change my mobile no. & email id how can I do? No body can listening from your side? Please solve my query "

Manish R Vira from Mumbai, on 04 Jun 2021

" All type loan & Insurance available "

Guest from Mumbai, on 05 Mar 2021

" Prompt services. They understood my exact requirement and not simply pushed me to buy a product. Infact they explained me that which product suits me the most as per my current income and investment portfolio "

Guest from Mumbai, on 18 Dec 2020

Recent Enquiry

San*** requested for Investment consultancy service
Preferred investment : Stocks & shares Investment amount : I don't want to reveal Nature of employment : Self-Employed Yesterday
Vil*** requested for Investment consultancy service
Preferred investment : Mutual funds Nature of employment : Salaried 4 days ago
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Preferred investment : Fixed deposits Investment amount : 1 - 5 lakhs Nature of employment : Self-Employed 5 days ago

Top investment consultants in Mumbai

With many years of experience, the expert investment consultants will be just the thing to help your business. Hiring a good investment consultant in Mumbai 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.


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 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 Mumbai

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