Top Financial Planners in Ajmer, Best Investment Advisors 2020

Top Rated Financial Advisors in Ajmer as on Apr 26, 2024

Ganganagar Commodity Limited (GCL)

Sadhuwali, Sri Ganganagar, 335001 ( Also serves in Ajmer )

5.0/5 Based on 1 reviews

09021116620

Financial Planners, Corporate group insurance, Life insurance

+6 more

Response Time: Within 15 MinsSulekha score: 5Working hours: 09:30 AM to 5:00 PM

GCL is one of India’s leading financial services group with decades of experience in the financial market. We provide a well-established and reputed platform for all your trading needs, whether offline / online for all purposes including trading / investing / hedging. We are dedicated to deliver you the best financial advice to ensure your steady growth in the market and deal in the country’s best exchanges like MCX, NCDEX, BSE, NSE, among others ... less

diwanshu sharma from Sri Ganganagar

"Best stock market company in Rajasthan Best in customer support "

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BharatSIP

Secunderabad, Hyderabad, 500003 ( Also serves in Ajmer )

08069868500

Financial Planners, Investment consultancy service

Response Time: Within 15 MinsSulekha score: 5.9Years 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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on stop solution

Ajmer, 305001

Financial Planners, Investment consultancy service, Certified financial planners consultancy

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Shree Bhairav Build Estate

Panchsheel Nagar, Ajmer, 305001

Financial Planners, Investment consultancy service, Certified financial planners consultancy

Working hours: 9:30 AM to 6:30 PM

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Sushil Financial Services Pvt. Ltd.

Fort, Mumbai, 400001 ( Also serves in Ajmer )

022-49428743

Financial Planners, Investment consultancy service, Certified financial planners consultancy

+1 more

Sulekha score: 7.7Working hours: 09:30 AM to 6:30 PM

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www.loan47.com

Bhopal H O, Bhopal, 462001

( Also serves in Ajmer )

4.0/5 Based on 141 reviews

Financial Planners, Home insurance, Commercial insurance

+4 more

Sulekha score: 6.6Working hours: 12:00 pm to 05:00 pmHired on Sulekha: 2 times

KUMARA T from Bhopal

"when my loan apprpved and what is documents requested plese send the massage"

MD ABU TALIB from Bhopal

"Export silai line ka kaam Karta Hoon main"

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Myonlineall

Sikanderpur, Delhi, 122001

( Also serves in Ajmer )

4.5/5 Based on 8 reviews

Financial Planners, CA for finance and corporate advisory, CA for registration and license consulting

+20 more

Sulekha score: 6

mallar mishra from Delhi

"Good. very very good "

Guest from Delhi

"LPU Distance education in Mohali Chandigarh is an opportunity with better option to complete your graduate courses or post-graduation courses. It is the best option to follow and complete your dream. You can easily pursue your post-graduation and graduation or any other courses of your choice without attending the College and University by distance education in this education classes are not necessary only you have to give the exams also this education is very easily available in Chandigarh, Mohali, Panchkula, Zirakpur, Panchkula, etc. this education is given an option by different University like Lovely Professional University these all University is recognized by UGC Certified. The students who wish to complete their higher education can choose the distance education also who are doing jobs who can also join these courses to get promotion in offices and one who can complete their graduation can easily start their post-graduation courses It is a very easy process and a nice way to complete their education and fulfill their dreams without going to classes. Students can do distance education with their jobs from LPU distance education. Exams are easy to clear from LPU distance education. Students can easily access the books and can easily score the good marks with online study material courses offered by distance education. 3-year distance education courses like BCA, BBA, BCOM, BSc, IT, BSc, CS, and BA. One can easily do these courses after +2. Distance Education also provide the diploma courses and PGDCA courses. These courses can be completed in one-year diploma courses after +2 or dc a b l is post-graduation course courses under 2 and 3 years like MCA MBA and com MSc IT MSc CS or any post graduation diploma courses PGDCA PGDCM one who can complete their bachelor degree in any stream such as can easily get admission in 2nd year of MSc it as a lateral entry. If you need more information about LPU distance education then call us 8872222718, 8437773335 or visit our official website http://www.lpudistanceeducation.in/ or http://www.distanceeducationchandigarh.in/ "

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Reddito Capital Investment Advisors Private Limited

Dhar Road, Indore, 452001

( Also serves in Ajmer )

2.0/5 Based on 9 reviews

Financial Planners, Investment consultancy service, Certified financial planners consultancy

Sulekha score: 5.6Working hours: 9 AM to 7 PM

Daniel thangkhanlen from Indore

"Need 25lakhs for bussiness big plan"

RONAK from Indore

"excellent service........"

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Zebu Shares

Velachery, Chennai, 600042 ( Also serves in Ajmer )

Financial Planners, Investment consultancy service, Share Brokers

Sulekha score: 3.8Working hours: 8 AM to 12 AMYears of Experience: 13

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Investment Research Advisor

Palasia, Indore, 452001

( Also serves in Ajmer )

Financial Planners, Investment consultancy service, Certified financial planners consultancy

Sulekha score: 3.8Working hours: 9 AM to 8 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 Ajmer

What do you need help with?

Top Rated Financial Advisors in Ajmer as on Apr 26, 2024

Ganganagar Commodity Limited (GCL)

BharatSIP

on stop solution

Shree Bhairav Build Estate

Sushil Financial Services Pvt. Ltd.

www.loan47.com

Myonlineall

Reddito Capital Investment Advisors Private Limited

Zebu Shares

Investment Research Advisor

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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