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Top 10 Wealth Management Consultants - 2024

Wealth management consultants are more than a mere financial advisors in the current volatile market, when major market swings can be caused by world events in a matter of hours. They are also dependable partners in safeguarding your financial future. Understanding dreams, easing concerns, and leaving a legacy are all important aspects of a client-wealth management consultant connection that frequently goes beyond spreadsheet figures.

When emotions can otherwise lead to rash actions, these experts provide steady guidance, acting as financial lighthouses in the markets. Their knowledge becomes especially important when markets start to fluctuate, assisting clients in differentiating between short-term volatility and real causes for concern.

Modern wealth management consultants include their clients' financial well-being in addition to investing guidance. They...

Top 10 Wealth Management Consultants - 2024

4Thoughts Finance
Swati Saxena, Founder & CEO

Offers wealth management services, estate planning, retirement planning, risk coverage, and etc

Moat Wealth
Abhishek Gupta, Founder & Chief Financial Planner

Provides varied range of products and services which include goal based planning, tax planning, NRI services, PMS, mutual funds etc

SN Capital
Naveen Parashar, Chairman & Founder

Offers financial consultancy, stock broking, capital structuring, debt syndication among others

Cheesy Group
Raj Kumar Lakhotia, Director

Offers financial planning, taxation, estate & succession planning, audit & assurance, to name a few

Hirannya Financial Planners
Nitin Ghadge, Founder and Chief Financial Planner

Delivers services such as wealth management, financial planning, estate planning and tax planning

International Money Matters
Lovaii Navlakhi, Managing Director & CEO

Offers wealth management, financial planning, financial transitions, retirement planning among others

CAP-Street Finmart
Deepu Awasthi, Director

Provides risk assessment profiler, investment management, investment in financial products, and corporate finance & project etc

INVESTEK
Sunil Singh, CEO

Offers services such as financial planning, tax planning, insurance, FD & bonds etc

MRG Capital
Manu Rishi Guptha, Founder & CEO

Delivers portfolio management services and investment advisory

Nipun Wealth Management
Falgun Methiwala, Founder

Offers financial planning, wealth management, insurance planning, estate planning, tax planning among others