Top Investment Advisors as on Feb 14, 2025

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I
Sector 23A, Gurgaon, 122017 ( Also serves in Pune )
Business ratings 5.0/5 Based on 23 reviews
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Response Time: Within 60 MinsSulekha score: 7.4Working hours: 10:00 am to 04:00 pm
+2 more
Years of Experience: 9, Hired on Sulekha: 1 time

Welcome to Intella Education Private Limited, a leading investment consultancy service in Sector 23A. Our team of certified financial planners provides personalized financial advice to help you achieve your financial goals. We offer professional development training and courses on various investment options such as share market, currency trading, commodity trading, fixed deposits, mutual funds, stocks and shares, NSC and PPF, chit funds, gold investment, SIP, insurance planning, tax planning, retirement plans, and more. We also provide corporate and individual training programs in banking and finance, recurring deposits, portfolio management, capital markets and derivatives, financial risk management, forex, and share marketing. Join us for in-person or online training to explore the world of finance and investments.

Mithlesh Kumar from Gurgaon

"Sir teaching super and super knowledge, I'm doing good trading "

Rahul More from Gurgaon

"Students friendly guididence & teachings"

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P
Baner Gaon, Pune, 411045
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Response Time: Within 15 MinsSulekha score: 5.4Working hours: 09:00 am to 09:00 pm
+1 more
Years of Experience: 8

We provide one stop solution for STOCK BROKING, MARKET RESEARCH, MUTUAL FUNDS, INSURANCE, TRAINING AND TAXATION.

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N
Deccan Gymkhana, Pune, 411004
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Response Time: Within 15 MinsSulekha score: 7.1Working hours: 10:30 AM to 6:30 PM

In an era of constantly changing and volatile financial market, Investors need a qualified and unbiased professional to help them in achieving their short term and long term financial wishes. We are having more than two decades of experience in Mutual Fund Distribution. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavour to be a one stop financial supermarket and to be of immense help to our investors and provide help regarding goal-based investments, tax savings, retirement savings and insurance. Our main aim is to provide investment services keeping in mind clients short and long-term wishes.

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S
Narhe, Pune, 411041
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Response Time: Within 60 MinsSulekha score: 7.7Working hours: 10 AM to 7 PM

Welcome to Sidhanath Dattatray More - your one stop destination for all your insurance and investment needs. Our team of expert consultants are here to guide you towards a secure and prosperous future. With over 0 years of experience in the industry, we have established ourselves as a trusted and reliable partner for individuals and businesses alike. Our wide range of services include investment consultancy, life, health, and vehicle insurance, mutual funds, and more. Our team is committed to providing personalized solutions tailored to your specific needs and budget. Visit us in Narhe or contact us to learn more about our services and how we can help secure your future.

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N
Response Time: More than 60 MinsSulekha score: 7.1Working hours: 10 AM to 7 PM

To serve 5 crore families to become rich ,happy and successful in life by doing Financial Planning by 2047. We believe that financial planning stands for people, their dreams and their goals. Established in early 2008, NS Wealth Financial Planners is part of India’s modern breed of true unbiased client focused Financial Planning Firms. The team at NS Wealth has a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals.We have experience handling people with different personal status like single, married, divorced, widowed. We have dealt with people with diverse goals, personal situations, specific problems/ constraints, varying financial positions and level of evolution in financial matters. We would be able to best service salaried people & professionals.

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C
Pune R.S., Pune, 411041
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Response Time: Within 15 MinsSulekha score: 5.5Working hours: 10 AM to 7 PM

Credit Line Financial Services, located in Pune, offers a comprehensive range of financial solutions to meet diverse client needs. Specializing in home loans, mortgage loans, loans against property, and plot loans, the company provides reliable services with a focus on personalized financial advice. With a responsive and professional team, Credit Line Financial Services ensures that loan applications are processed swiftly, helping clients achieve their financial goals efficiently. They have built a reputation for transparency and trust, offering loan amounts ranging from ?5 Lakhs to ?55 Lakhs depending on the type of loan. Operating from 10 AM to 7 PM, their commitment to customer satisfaction has made them a trusted name in Pune's financial sector

Available Loan Types:
  • Offering 15+ different types of loans
Loan Amount Range:
  • From ?10 Lakhs to ?55 Lakhs and above
  • Depending on the type of loan
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K
Pimpri Colony, Pimpri Chinchwad, 411018 ( Also serves in Pune )
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Response Time: Within 15 MinsSulekha score: 4.7Working hours: 10 AM to 6 PM

Kamal Investment, as the name implies, specialises in providing the best investment consultation for people based in Pune, India. Our team of skilled investment consultants render excellent aid for clients who wish to invest in mutual funds, fixed deposits, stocks/shares, SIPs and gold. Apart from investment planning, our team also renders retirement planning, taxation planning and portfolio management services (PMS). Feel free to reach us to get our hassle-free investment assistance. Mutual plan Lumsum Investment. Kamal Investment: Safeguarding Your Future with Trusted Insurance Solutions Welcome to Kamal Investment, your reliable partner in securing a brighter and more protected future. With a rich experience of two years, we are committed to providing comprehensive insurance solutions in Pune, ensuring peace of mind for individuals and businesses alike. About Us: At Kamal Investment, we believe in the power of financial security and the impact it can have on your life. Our mission is to offer a range of insurance products that cater to your diverse needs, backed by a commitment to transparency, integrity, and customer satisfaction. Our Services: Life Insurance: Protect your loved ones and secure their financial future with our life insurance policies. We offer a variety of plans tailored to your unique circumstances, providing peace of mind for you and your family. Health Insurance: Prioritize your well-being with our health insurance options. From comprehensive coverage to specific plans, we ensure that you have the support you need during challenging times. Motor Insurance: Safeguard your vehicles against unforeseen events with our motor insurance policies. We offer coverage for a range of vehicles, providing financial protection and peace of mind on the road. General Insurance: Whether it's home insurance, travel insurance, or any other general insurance needs, we've got you covered. Our policies are designed to mitigate risks and provide financial assistance when you need it the most. Why Choose Kamal Investment: Expert Advice: Our experienced insurance advisors are dedicated to understanding your needs and providing tailored solutions that align with your goals. Wide Range of Products: We offer a comprehensive portfolio of insurance products, ensuring that you can find the coverage that suits your specific requirements. Customer-Centric Approach: Your satisfaction is our priority. We strive to provide exceptional customer service, guiding you through the insurance process and addressing your queries with care. Ethical Practices: Kamal Investment operates with the highest ethical standards. We believe in transparency and honesty in all our interactions. Claims Assistance: In the unfortunate event of a claim, our team is here to assist you throughout the process, ensuring a smooth and efficient claims settlement. Contact Us: Secure your future with Kamal Investment. Whether you're looking for life insurance, health insurance, or other coverage, our team is ready to assist you. Contact us today to explore reliable and trusted insurance solutions in Pune.      

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M
Baner Gaon, Pune, 411045
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Response Time: Within 15 MinsSulekha score: 4.6Working hours: 10:00 am to 05:00 pm
+1 more
Years of Experience: 6

We are Portfolio and Risk Management company . We give service in all investment and Insurance product Life,Health & General .

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T
Ahmednagar, Shrirampur, 413709 ( Also serves in Pune )
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Response Time: Within 15 MinsSulekha score: 5.3Working hours: 10:00 AM to 7:00 PM
+1 more
Years of Experience: 2

MUTUAL FUNDS INVESTMENT LUMSUM - S . I . P , TERM INSURANCE , INVESTMENT PLANS...

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V
Madhavpura, Vadodara, 390019 ( Also serves in Pune )
Business ratings 5.0/5 Based on 5 reviews
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Response Time: Within 15 MinsSulekha score: 7.7Working hours: 9:30 AM to 7 PM
+1 more
Years of Experience: 9

Welcome to Vishva Accounting Solutions! We are a premier Chartered Accountant firm located in Waghodia Road. With over 0 years of experience, we provide top-notch services in the areas of insurance, finance, and taxation. Our team of experts offer a wide range of services including corporate group insurance, life insurance, and home insurance. We also specialize in CA services for audit, taxation, and corporate advisory. Our dedicated team is available 24/7 to assist you with all your financial needs. Contact us today to learn more about our services and how we can help your business grow.

Shivam from Vadodara

"Excellent service in accounting, Auditing, finalization. Any time you want to help he answered. "

Guest from Vadodara

"Good and timely done "

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