Top Financial Planners in Greater Noida, Best Investment Advisors 2020

Top Rated Financial Advisors in Greater Noida as on Sep 09, 2024

Aix Investement

Delhi, Delhi, 110059

( Also serves in Greater Noida )

+08035428408

+12 more

Response Time: Within 15 MinsSulekha score: 3.3Working hours: 10 AM to 7 PM

Welcome to Aix Investment, your premier source for investment advice and services in the Uttam Nagar area. Our team of certified financial planners have been helping clients achieve their financial goals for over 10 years. We offer a wide range of investment services, including currency and commodity trading, fixed deposits, mutual funds, stocks and shares, and more. Our knowledgeable staff is available during regular business hours to assist you ... less

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Mutual Funds Advisory

Dilshad Garden, Delhi, 110093

( Also serves in Greater Noida )

5.0/5 Based on 1 reviews

+08035424158

Investment Consultants Financial Planners Chit Fund Companies Commodity Trading Companies

+12 more

Response Time: Within 15 MinsSulekha score: 7.5Years of Experience: 8

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

Anshu from Delhi

"Deligent and timely response "

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Ashish Srivastav

Sector 4, Greater Noida, 201009

+09883030461

Investment Consultants Financial Planners Chit Fund Companies Commodity Trading Companies

+12 more

Response Time: Within 15 MinsSulekha score: 7.1Working hours: 11:00 am to 08:00 pm

Welcome to ASHISH SRIVASTAV! Our business is located in Sector 4 and has been serving the community since its establishment in 0. Our team of dedicated employees works tirelessly to provide a wide range of services, including , to meet all your needs. Whether you're in need of , or , we've got you covered. With flexible working hours, we are always ready to help you whenever you need us. Trust us to deliver top-notch services that will ex ... less

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Globe Capital Market Ltd

Delhi Cantt, Delhi, 110092

( Also serves in Greater Noida )

4.4/5 Based on 5 reviews

+08035427282

Investment Consultants Financial Planners Chit Fund Companies Commodity Trading Companies

+11 more

Response Time: Within 15 MinsSulekha score: 6.2Working hours: 9 AM to 6 PM

GLOBE CAPITAL MARKET LTD. We deals in Equity,commodities and currency market. Handling the portfolio of the existing clients and also give the suggestions to new investors that where they invest their money and earn good monthly returns. Welcome to Globe Capital Market Ltd, your trusted partner in the world of investments. With a decade of expertise in the financial markets, we have been committed to providing unparalleled investment consu ... less

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Satendra Investments

Vaishali, Ghaziabad, 201001

( Also serves in Greater Noida )

5.0/5 Based on 2 reviews

+08069874768

Investment Consultants Financial Planners Chit Fund Companies Commodity Trading Companies

+11 more

Response Time: Within 15 MinsSulekha score: 6.3Hired on Sulekha: 1 time

Satendra Investments, founded in 1998, is a reputed investment and insurance consultancy based in Ghaziabad, India. We offer various types of insurance plans like car insurance, personal insurance, home insurance, travel insurance, commercial insurance and commercial vehicle insurance. We ensure to provide personalised insurance schemes to the clients based on their specifications. We also provide consultation for various types of investments lik ... less

amit from Ghaziabad

"nice service. quick sevice"

amit from Ghaziabad

"nice service. got home delivery of insurance copy"

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Max Life Insurance

Crossings Republik, Ghaziabad, 201016

( Also serves in Greater Noida )

+08035426979

Investment Consultants Financial Planners Chit Fund Companies Commodity Trading Companies

+11 more

Response Time: Within 15 MinsSulekha score: 8Working hours: 09:00 AM to 08:00 PM

Max Life Insurance & Max Bupa Health Insurance along with term plan and pension plan less

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BharatSIP

Kalasiguda, Hyderabad, 500006

( Also serves in Greater Noida )

+08069868500

Investment Consultants Financial Planners Chit Fund Companies Commodity Trading Companies

+11 more

Response Time: Within 15 MinsSulekha score: 4.6Years of Experience: 4

we at www.bharatsip.com offer online investment in Mutual funds / IPO's / NPS / NCD / PMS(charable) 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 ... less

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Lamar Wealth Solutions

Greater Noida, Noida, 201306

( Also serves in Greater Noida )

5.0/5 Based on 3 reviews

Investment Consultants Financial Planners Chit Fund Companies Commodity Trading Companies

+12 more

Sulekha score: 7.3Working hours: 10:00 AM to 8:00 PM

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Abhishek from Noida

"Awesome ???????? service"

ruchin from Noida

"i have been consulting my mutual fund portfolio with Lamar Wealth Solutions since last year and i am very much satisfied with their services and professionalism"

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Angel Broking Pvt Ltd

Surajpur, Greater Noida, 201306

Investment Consultants Financial Planners Chit Fund Companies Commodity Trading Companies

+12 more

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Sarivi Realfin Insurance Marketing Pvt. Ltd.

Beta I, Greater Noida, 201310

Investment Consultants Financial Planners Portfolio Management Services (PMS)

Working hours: 9:30 AM to 07:30 PM

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A detailed guide on Financial planning for Individuals and Corporates

What is a financial plan?

A financial plan is also known as a capital plan where an evaluation of an individual's current money situation and upcoming financial state along with a list of short term and long term goals to be achieved is prepared. All these detailed evaluations to be documented to predict his/her future asset's value, income, withdrawal scheme, etc., We can also say that financial planning is the combination of Financial Resources (FR) and Financial Techniques (FT).

Why financial planning is important?

The purpose of financial planning or investing money may come from multiple reasons. It may be your children's education, business development, daughter marriage expense, etc., But investing money or doing financial planning is essential for business too. A best financial planning for a business must include the following metrics like investments and debts details, insurance, savings, and cash flow, etc., By setting a financial plan or goals for your future either by short term or long term strategies, you will be able to achieve that and the steps you take now will lead to goal completion. You will keep on track to meet your goals. A financial plan also includes an investment plan, retirement plan, tax plan, estate planning, etc.,

Who is a financial planner or financial advisor?

A financial planner or financial advisor is a professional or industry expert who can prepare financial plans for you. CFP is the acronym of Certified Financial Planner which is a certification provided by the Financial Planning Standards Board (FPSB). One who pursues financial planning as a profession/occupation can approach CFP certification. A qualified investment expert can help both individuals as well as corporate companies to meet their long term financial goals. A best financial planner will do a thorough analysis of your current financial status and future goal and make a plan for you.

What are the different kinds of financial planning services/investments in India?

The following are the main 7 components of financial planning.

Insurance Planning (Life and health insurance)
Cash Flow Planning
Investment Planning
Tax Planning ( tax deductions, tax exemptions, tax savings schemes)
Deduction under Sec 80C
Deduction under Sec 80D
Deduction under Sec 80CCG
Deduction under Sec (24)B
Real Estate Planning
Children’s Future Planning
Retirement Planning

In another way, there are 3 types of financial plans available. They are short term financial plan (Time period: Max 1 year), medium-term financial plan (Time period: 1 to 5 years), long term financial plan (Time period: More than 5 years).

How Sulekha.com help you in financial planning?

Sulekha.com provides you Background verified, Govt approved certified financial planners in your dashboard where you can compare their ratings, reviews, portfolio, the experience of the financial advisors. A good financial plan will help you succeed in your life and achieve your goal. Financial plans are prepared by promoters/entrepreneurs. Promoters through sulekha.com will do their analysis and execution part well while preparing the financial plan. because they know well that a wrong financial plan will not satisfy your meets and lead to under capitalization or over-capitalization in which an individual or a corporate cant tackle the situation.

Checklist for the best financial advisor before hiring them?

Below things are some of the important points to note while looking for a financial planner near your area.

1) Trustee

He should have good judgment and skill.
He should not mislead the clients
He should pay attention to your intention, the goal of yours instead of taking you to his plan

2) Give unbiased advice

A personal financial planner should give their objective advice. Because some CFP may try to sell you their financial products. The financial advisors should analyze the document clearly and give investment ideas based on your financial status towards the future goal.

3) Transparent Manner

Transparency is one of the essential behavior that you should expect from a financial advisor. Because you are going to invest the money based on the ideas from the financial expert. You can even ask your financial planner about their service charge or commission to be generated through the financial plans. So you will come what is the actual charges of a financial planner?

Note: It's better to get if they provide an invoice for the fees you are going to pay.

4) Experience

Years of experience is very essential when it comes to financial matters. Because an experienced financial advisor can guide you and take you through a better plan since they have come across multiple financial services for many years. Sulekha.com provides you with Govt approved, experienced financial planners in Chennai at your doorsteps.

5) Background verification

In general, verifying the background of the financial planner from your end takes much time. But its one of the important things while consulting a financial expert for your investment plans. To avoid this situation, Sulekha.com itself doing the background check and the office address of the brokerage firms and financial consultants. It's easy for you to go through the list of financial advisers near you.

6) Competency

Financial consultants must have a strong skill and ability to plan better based on the current financial status of the individuals or corporates. They should pass at least the minimum requirements. Also kindly check for the professional credentials like CFP®: Certified Financial Planners™, CFA: Chartered Financial Analyst, CPA / PFS: Certified public accountants or Personal Financial Specialist. Find a financial advisor from Sulekha.com at a low fee-based financial consultant for the best financial advice, financial future. Get leading personal finance investment adviser for retirement savings, life insurance, risk tolerance, risk management, investment management, financial management by knowing asset- allocation, investment strategies, Fiduciary planning process, etc., Fill the form above and get financial adviser contact details and investment portfolio instantly to your mobile.

Financial Planners in Greater Noida

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Top Rated Financial Advisors in Greater Noida as on Sep 09, 2024

Aix Investement

Mutual Funds Advisory

Ashish Srivastav

Globe Capital Market Ltd

Satendra Investments

Max Life Insurance

BharatSIP

Lamar Wealth Solutions

Angel Broking Pvt Ltd

Sarivi Realfin Insurance Marketing Pvt. Ltd.

A detailed guide on Financial planning for Individuals and Corporates

What is a financial plan?

Why financial planning is important?

Who is a financial planner or financial advisor?

What are the different kinds of financial planning services/investments in India?

How Sulekha.com help you in financial planning?

Checklist for the best financial advisor before hiring them?

1) Trustee

2) Give unbiased advice

3) Transparent Manner

4) Experience

5) Background verification

6) Competency

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