10 Most Promising Financial Planners in India - 2024

Deepan V, Founder & Chief Financial Advisor

Offers services which encompasses mutual funds, corporate fixed deposits, national pension scheme, bonds & debenture, home loans, business loans among others.

Adnan Khan, Partner

Provides services including investment planning, retirement & estate planning, relationship management, corporate liquidity management, and financial calculator.

Gunjan Kataria, Founder

Offers various services such as financial planning, wealth management, retirement planning, goal based planning, insurance planning, tax planning, and estate planning.

Abhishek Sinwal, Co-Founder

Delivers various services such as personal finance planning, risk mitigation and protection, tax planning, portfolio analysis, investment allocation, retirement planning, to name a few.

Manish Agrawal, Co-Founder & Partner, Ritesh Agrawal, Founder & Chief Financial Planner

Offers a wide range of products & services which include investment planning, goal based planning, risk management, tax planning, risk management, SIP, Mutual Fund etc.

Anurag Gupta, Founder & Director

Provides various services which includes tax planning, estate planning, mutual funds, general insurance, life insurance, to name a few.

Ketan Acharya, Co-Founder

Offers a plethora of services such as tax planning, asset allocation, financial wellness, loans, financial goals etc.

Hardik Joshi, Founder

Delivers services which include wealth management, estate planning, family office, and financial documentation.

K. Adi Swarup Patnaik, Founder & CEO

Offers various financial planning services through various banking solutions such as savings deposit account, business current account, daily deposit, micro ATM services etc.

Soumyajit Ghosh, Founder & Director

Provides an array of services which include estate and state planning, wealth management, dedicated NRI cell, tax planning, and portfolio management services.