SEBI Registered Investment Advisor across India

My Start-Up Solution offers a comprehensive range of tax and business management services, including GST registration, income tax filing, and audit solutions. Located in Lucknow, they are dedicated to helping startups navigate complex financial landscapes, ensuring compliance and strategic planning for their clients.

As a SEBI Registered Investment Adviser, Personal Finance Plan offers customized and commission-free investment advice aimed at helping families achieve their financial goals.

As a SEBI-Registered Investment Advisor, Aikeyam helps professionals and families align money with life’s true goals and values, providing client-centric advice focused on life, not just on portfolios.

Shah Investor's Home Limited provides a wide range of investment services, including equity, mutual funds, IPOs, and NRI investment options. They emphasize a client-centric approach to tailor strategies for wealth creation and risk management.

Shomesh Kumar is a SEBI registered investment adviser with extensive experience in financial services, offering personalized investment strategies, financial planning, and wealth creation guidance tailored to achieve clients' specific financial goals.

PeakAlpha Investments offers personalized financial advisory services to clients, including support for non-resident Indians (NRIs), focusing on holistic financial planning and investment management. Founded in 2005, their experienced team aids clients in securing their financial future through tailored investment strategies.

Vikas Gupta is an advocate based in Delhi NCR specializing in Family Law, Trademark Law, and SEBI regulations. With over a decade of experience, he provides strategic legal consultation and aims to protect his clients' rights and interests.

Finnovate Financial Services provides fee-only financial advice, serving a wide range of clients including non-resident Indians (NRIs). Their services include investment planning, tax optimisation, and succession planning across various sectors.

InvestYadnya offers personal financial planning services that encompass investment, insurance, and taxation, aimed at providing a comprehensive financial plan for clients, including NRIs. The firm helps clients achieve financial freedom through detailed planning and asset allocation strategies.

Shepherd’s Hill Capital Advisors is a SEBI-registered investment advisor focusing on long-term, equity-oriented investments. They cater to both Indian and Non-Resident Indian (NRI) clients, aiming to build diversified portfolios rooted in fundamental company analysis.

Midas Wealth Advisory offers a range of services focused on financial planning, wealth management, and NRI services. They provide complimentary consultations to discuss individualized strategies for wealth enhancement.

InvesQ is a SEBI-registered investment advisor specializing in high-quality investments with a focus on growth potential. They cater to clients in India and the overseas/NRI segment, emphasizing strong management and sustainable business practices.

Moneyvesta specializes in fee-only financial advisory services for Hyderabad-based professionals and families. They focus on structured financial planning, catering to various life stages while ensuring long-term security and clarity in decision-making.

Sahajmoney offers fee-only financial planning services, ensuring clients are charged solely for the insights and advice provided, without the influence of commissions.

365 Wealth & Health offers comprehensive wealth management and specialized financial services for Non-Resident Indians (NRI), including investments, FATCA compliance, and cross-border planning.

SoHo Wealth offers tailored financial advisory services for NRIs, including FEMA-compliant investing, NRE/NRO account guidance, and repatriation planning. Their focus is on creating personalized wealth roadmaps to achieve clients' financial goals.

Precision Wealth offers independent financial advisory services focused on helping clients with personal financial planning, investment reviews, and goal-based financial roadmaps, specifically catering to NRI clients with cross-border taxation and repatriation guidance.

Avinash Luthria is a financial planner and SEBI Registered Investment Adviser based in Bangalore, specializing in providing hourly-fee investment advisory services. He focuses on clients who are knowledgeable about personal finance and investing, including non-resident Indians (NRIs) living in various countries.

TBNG Capital Advisors specializes in providing financial planning and investment solutions for Non-Resident Indians (NRIs), focusing on global investment strategies, cross-border regulations, and customised wealth management. Their dedicated team guides NRIs in navigating the complexities of international finance, ensuring transparency and personalized service.

Equity Street Investment Advisor is a SEBI registered financial investment advisory firm based in Bangalore, specializing in personalized financial planning and asset management services. They focus on providing tailored solutions for Non-Resident Indians among other client segments, ensuring that their financial objectives are met with a client-centric approach.

Good Moneying Wealth Planners provides personalized, comprehensive financial planning and investment advisory services, focusing on the needs of corporate professionals and NRI clients. They assist families in managing investments, retirement planning, and addressing cross-border complexities.

Finmyn provides fee-only financial planning and investment advisory services, focusing on transparency and ethical guidance tailored to individual financial needs. They offer an extensive range of services including financial planning, retirement planning, and investment advisory, with a fiduciary responsibility to prioritize client interests.

INSIGHTFUL provides professional financial planning, investment advisory, and wealth management services, focusing on unbiased financial advice. Based in Coimbatore, India, the firm primarily serves clients from various cities and a significant number of NRIs globally.

Affluence Advisory Pvt. Ltd. offers a comprehensive range of financial and regulatory advisory services, catering to the needs of non-resident Indians (NRIs). Their expertise includes areas such as tax compliance, investment advisory, and legal support for cross-border transactions.

Wealth Crafts is a SEBI registered fee-only financial planner located in Delhi, India, focusing on personalized financial advisory services. They assist NRIs in managing international and Indian investments, ensuring clarity and compliance across borders, while emphasizing long-term financial growth and stability.

Hum Fauji Initiatives offers specialized NRI investment advisory services tailored for Indian Armed Forces families and NRIs worldwide. Their offerings include access to investment plans in India and the US, financial planning, taxation assistance, and compliance guidance from a dedicated NRI desk.

iVentures Wealth provides specialized investment and tax advisory services for NRIs and OCIs, focusing on global and Indian investment strategies while ensuring compliance with cross-border regulations. They offer solutions in global investing, tax optimization, and wealth management tailored for non-resident clients.

Turtle Finance offers tailored financial planning services specifically for NRIs, helping to navigate complex financial landscapes, including investment advisory, tax planning, estate planning, and compliance. Their mission is to provide accessible and personalized advice to ensure informed financial decisions for non-resident Indians.

K. Akshay Nayak is a SEBI Registered Investment Advisor and Fee Only Financial Planner based in Bangalore, offering comprehensive financial planning services for a flat annual fee. He caters to Non Resident Indians (NRIs) who hold all their investments in India, providing tailored financial strategies without commissions or incentives.

Fee Only Investment Advisers provides comprehensive financial planning, investment management, and taxation services specifically for NRI clients. They help clients navigate cross-border investments while ensuring compliance with relevant laws.

Succinct FinTech Services Pvt Ltd is a SEBI Registered Investment Adviser offering fee-only financial guidance. They provide structured advice including retirement planning, investment advisory, and wealth coordination specifically tailored for experienced professionals, including NRIs.

Plan Ahead Wealth Advisors is a SEBI registered investment advisory firm that works closely with resident and NRI investors to help them achieve their life goals. The firm emphasizes adding meaning to finances and time to life.

Fee Only Investment Advisers offers comprehensive financial solutions including investment management, taxation advisory, and remittance services tailored for NRI clients. Their fiduciary responsibility and unbiased advice ensure that clients' interests are prioritized.

TBNG is a SEBI Registered Investment Advisory Firm focusing on personalized financial planning, wealth management, and NRI investment services. Their independent advice helps clients navigate their financial futures effectively.

NS Wealth Solutions Pvt Ltd is a SEBI-registered investment advisor based in Mumbai, offering tailored financial advisory services for NRIs. With over 16 years of experience, they focus on personalized financial planning, investment management, and tax optimization to help clients achieve their financial goals.

Merry Mind, led by Arijit Sen, offers personalized financial planning and investment advisory tailored for various life stages, specifically addressing the needs of NRIs and individuals looking to navigate complex financial decisions. With a fee-only model, they ensure unbiased advice for achieving financial wellness and goal alignment.

Plan Ahead Wealth Advisors is a SEBI Registered Investment Adviser dedicated to helping clients achieve their financial goals, especially focusing on managing the unique financial needs of Non-Resident Indians (NRIs). They provide personalized financial planning and investment strategies tailored to navigate the complexities of cross-border finance.

K U Varghese is a SEBI Registered Investment Advisor with over 35 years of experience, offering specialized financial planning services tailored for NRIs and resident Indians investing in India. The firm focuses on comprehensive investment advisory, risk profiling, and strategic financial planning to help clients navigate the challenges of cross-border investments.