Financial Planners
Here are some of the most recommended financial planners from the NRI community. They can help with investment advice, tax planning and other similar services.
Arun Kumar Mantri
M K Mantri & Co is a Chartered Accountant firm registered with ICAI, providing comprehensive financial services. Their skilled team takes a holistic approach, ensuring high-quality solutions tailored to clients’ business needs.
+918978442348
Telangana, Hyderabad
Thejasvi Venkataramaiah
Thejas, Founder and Director of FIBACT, is a U.S. Enrolled Agent with 20+ years of public accounting experience. His firm supports CPA firms and specializes in U.S.-India cross-border tax, individual and business tax, and audit services. Having worked in Boston, Chicago, New York, and London, he brings deep expertise in international tax matters.
+919886678427
Karnataka, Bangalore
Ushma Jain
Ushma Jain’s NRI CA Services provides all kind of NRI consultancy services in India to individuals and foreign companies across the world.
+919910075924
Maharashtra, Mumbai
Sarvesh Kumar
Sarvesh is a SEBI-registered Investment Adviser (Reg. No: INA000018151) and BASL member (Reg. No: 2016), certified by NISM in Investment Advising, offering expert financial guidance.
+917349118590
Telangana, Hyderabad
Shomesh Kumar
Shomesh Kumar brings extensive expertise in financial services, seamlessly navigating front-to-back operations. Starting in 2002 as one of India’s first Equity Derivatives Analysts, he has expanded his proficiency across multiple financial products and activities.
+919769016574
Telangana, Hyderabad
Basavaraj Tonagatti
Founded in 2011 by Certified Financial Planner Basavaraj Tonagatti, BasuNivesh has grown from a personal finance blog into a trusted industry name. With 15+ years of experience, 1000+ articles, and 500+ clients, it remains committed to financial excellence.
+916361835871
Karnataka, Bangalore
Sridhar Nagarajan
Sridhar, a SEBI-registered fee-only financial planner, provides expert guidance in personal finance and wealth management. He offers tailored strategies for goals like education, marriage, and retirement, ensuring long-term financial stability.
+919986541839
Karnataka, Bangalore
Abhijit Talukdar
Abhijit Talukdar founded Attainix Consulting to emphasize Intellectual Capital in business growth. With expertise in strategy, valuation, and value-based management, he holds a Computer Engineering degree from Delhi University, an MBA from Keller, and executive MBA certificates from the University of Chicago.
+912226449000
Maharashtra, Mumbai
Ajeet Kumar Pandey
Ajeet, founder of Investment Climb Advisory, helps High Net Worth Individuals (HNIs) achieve financial independence by creating multiple streams of passive income. His passion for wealth creation drives his financial advisory approach.
+919742543604
Karnataka, Bangalore
Ameeth Vorra
Ameeth Vora, a SEBI-registered research analyst (INH000013396), has 12+ years of experience as a trader, investor, and portfolio builder. With 5+ years as a stock market trainer, he provides strategic insights and expert guidance to investors.
+917057272345
Maharashtra, Pune
Anuj Mehta
Anuj, co-founder of ARVO, brings 18 years of expertise from IIFL Wealth, Kotak Wealth, and ICICI Pru AMC. Known for his clear, creative, and proactive approach, he specializes in client interaction and portfolio management.
+919503133117
Maharashtra, Pune
Nilesh Bajaj
Nilesh S. Bajaj, a Certified Financial Planner (CFP) and SEBI-registered Investment Advisor (RIA), holds an MBA in Finance from the University of Pune. With 18+ years of investment experience, he provides expert financial guidance.
+919890521315
Maharashtra, Pune
Sanket Rathod
Sanket, an investment adviser, follows a value investing philosophy to identify market opportunities. Passionate about financial growth, he helps clients achieve their financial dreams.
+912025868705
Maharashtra, Pune
Bharat Jain
Bharat is a qualified Chartered Accountant with AII-India Rank and a Graduate in commerce (B.com) from Madras University.
+919884623521
Tamil Nadu, Chennai
Amarendra Hanumanula
Amarendra has 25+ years of experience in investment management, business consulting, and software development. He has advised companies on strategy, growth, and capital allocation. His passion for financial markets led him to found Goldvest.
+919908004646
Telangana, Hyderabad
Mahesh Parasuraman
Mahesh is a corporate finance professional specializing in private equity and growth capital investments. With expertise in investment banking, M&A, valuations, and business advisory, he focuses on the technology sector.
+918046316605
Tamil Nadu, Chennai
Ashwin Ramakrishnan
Ashwin has 14 years of experience across investment banking, wealth management, fintech, and corporate strategy. As Head of Investreet Advisors, he provides comprehensive investment planning and portfolio solutions to help clients achieve their financial goals.
+918438907369
Tamil Nadu, Chennai
Kankanala Vijaya Saradhi Reddy
Ninebark Advisors Private Limited is a SEBI-registered Investment Adviser (Reg. No: INA200007779) with four decades of collective experience. The firm specializes in investing, private banking, wealth management, private equity, fund of funds, mezzanine debt, distressed debt, and capital markets.
+917893274158
Telangana, Hyderabad