Top Financial Planners in Lucknow, Best Investment Advisors 2020

Financial Planners Services Nearby

Alambagh Aliganj Aminabad Ashok Marg Charbagh Chowk Faizabad Road Gomti Nagar Hazratganj Indira Nagar Jankipuram Kanpur Road Kapoorthala Lalbagh Park Road Rajajipuram Sitapur Road Vikas Nagar

Top Rated Financial Advisors in Lucknow as on Apr 21, 2025

Abhishek Vishwakarma

Vijai Nagar, Kanpur, 208005

( Also serves in Lucknow )

+08069831380

Investment Consultants

Response Time: Within 15 MinsSulekha score: 7.4Years of Experience: 13

I am lic agent which provides life insurance...,..,.....................

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KV Green Homes Creator

Kanwali, Dehradun, 248001

( Also serves in Lucknow )

+08144969770

Investment Consultants

Response Time: Within 15 MinsSulekha score: 7.3Working hours: 10:00 am to 07:00 pm

KV Green Homes Creator Pvt. Ltd. is a renowned business in Dehradun and Delhi that provides a wide range of services to its customers. With years of experience in the market, our dedicated team of professionals is committed to providing top-notch services to our clients. As a one-stop destination for all your needs, we offer a variety of services includingReal Estate, insurance, investment consultancy, and interior designing. Our services are tailored to cater to individual, family, student, and corporate needs. We also specialize in providing a range of property, investment and insurance plans including home, life, travel, and retirement plans. Our team of experts is available during working hours to assist you with all your queries and help you make the right decisions for your future.

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Dheeraj Verma & Associates

Kursi Road, Lucknow, 226021

+08069876136

Investment Consultants

Response Time: Within 15 MinsSulekha score: 6.7Working hours: 10 AM to 7:30 PM

Dheeraj Verma & Associates, is a leading service provider with several years of experience in the industry. We guarantee efficient service like Stocks and Investment Services. We are happy to have you as our valuable client. We deal with Investments and Insurance for Car Insurance, Commercial Insurance, Commercial vehicle Insurance, Corporate group Insurance, Home insurance, Mobile Phone Insurance, Personal Insurance, Travel Insurance, Two wheeler Insurance. Contact us for further informations.

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GRV Micro Finance Limited

Agra Chowk, Agra, 283202

( Also serves in Lucknow )

+08035428265

Investment Consultants

Response Time: Within 15 MinsSulekha score: 6.5Working hours: 10 AM to 7 PM

GRV Micro Finance Small loans Investment Invest smartly with our plans. High returns, low risks. Secure your future, start investing today for financial growth

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Reliable Financial Corporation

Indira Nagar, Lucknow, 226016

+08069876124

Investment Consultants

Response Time: Within 15 MinsSulekha score: 6.2Working hours: 10 AM to 7 PM

Welcome to Reliable Financial Corporation! Are you looking for professional investment consultants in Indira Nagar? Look no further! Our certified financial planners provide expert insights and personalized solutions for all your investment needs. With over 5 years of experience in the industry, we offer a wide range of services including investment consultancy, mutual funds, retirement planning, insurance planning, and portfolio management services. Our dedicated team of professionals is committed to helping you achieve your financial goals and secure your future. Visit us today and embark on a journey towards financial success!

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Myonlineall

Sikanderpur, Delhi, 122001

( Also serves in Lucknow )

Investment Consultants

Myonlineall, established in 2010, boasts over a decade of experience in providing exceptional educational services. The company offers a wide range of services including entrance exam training, visa assistance, and comprehensive immigration services. Serving primarily in New York City, Myonlineall partners with over 20 universities globally, ensuring students have the best opportunities abroad. With accreditations from top educational bodies, the company has a visa success rate of 95% and has successfully guided over 2,000 students in their academic journeys.

What Does Myonlineall, Delhi , Offer?

Services Offered

Entrance Exam Training
Visa Assistance
Immigration Services
University Partnerships

Success Rate

95% Visa Success Rate
Over 2,000 Successful Students
Accreditations from Top Educational Bodies
High Student Satisfaction

Partnered Countries

USA
Canada
UK
Australia

Features/Facilities

Experienced Faculty
Personalized Coaching
Comprehensive Study Materials
24/7 Student Support

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www.loan47.com

Bhopal H O, Bhopal, 462001

( Also serves in Lucknow )

Investment Consultants

Sulekha score: 6.6Working hours: 12:00 pm to 05:00 pm

this is loan47 Dot com loan service provider in all India 28 Bank channel partner MINIMUM SALARY 13K

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Jayasha Financial Services

Nirala Nagar, Lucknow, 226020

Investment Consultants

Sulekha score: 7.4Working hours: 09:00 AM to 04:00 PMYears of Experience: 30

Jayasha Financial Services is an AMFI registered Mutual Fund Distributor. The founder , Pallav Tewari , BTech , is a CERTIFIED FINANCIAL PLANNER CM professional & has more than 25 years experience in financial services. The founder has many other certificates in financial field like NISM certificates related to Risk Management ,Mutual funds , Futures & Options , cash mkt , Demat related, insurance etc. He also received a certificate on predicting the nearest sensex closing on a budget day. His articles/interviews are published in newspapers/ magazines . He was awarded a chartered financial goal planner certificate. Our services include mutual funds distribution, equity broking , demat account , income and capital gain tax saving schemes. We deal in insurance also , both health and term plan , the two important risk covers. We deal in NRI Investments services also .Visit our office or call us for further details. We are open from 9am to 4 pm , Monday to Friday. Our website www.jayashawealth.com

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Vedic India

Rajajipuram, Lucknow, 226017

Investment Consultants

Working hours: 8 AM to 1 PM

We are in this field past several years. We deal with Horoscope, Prasanna Jothidam, Palmistry and Vastu Consultant for Career, Marriage Counselor. For future please contacts us.

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ABHISHEK ANAND

Triveni Nagar, Lucknow, 226020

Investment Consultants

Sulekha score: 3.1

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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 Lucknow

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Financial Planners Services Nearby

Top Rated Financial Advisors in Lucknow as on Apr 21, 2025

Abhishek Vishwakarma

KV Green Homes Creator

Dheeraj Verma & Associates

GRV Micro Finance Limited

Reliable Financial Corporation

Myonlineall

www.loan47.com

Jayasha Financial Services

Vedic India

ABHISHEK ANAND

Recently Connected Investment Consultants in Lucknow

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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