Top 30 Indian Advisors and Managers 2025

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Explore the list of top Indian financial advisors and managers for 2025. Discover key trends shaping wealth management, including pre-IPO investments, offshore trusts, and family offices. Connect with the best financial advisors in India for expert guidance and free financial consultation.

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Overview of Wealth Management Trends in 2025

Wealth management is evolving rapidly. High-net-worth individuals (HNIs) are increasingly investing in pre-IPO opportunities, private credit, and alternative assets to diversify their portfolios. Real estate continues to be a vital asset class, especially luxury residences and commercial properties favored due to relocation trends and attractive tax laws.

Many HNIs are establishing Single-Family Offices (SFOs) to gain better control and transparency in their wealth management strategies. While in past years, there was significant migration of wealthy investors abroad for tax and lifestyle benefits, India is now becoming an attractive destination for investments and business activities.

Strategic services like tax structuring, succession planning, and offshore asset protection are high priorities. Investors are focusing on offshore trusts, trust restructuring within India, and guidance on global diversification, including cryptocurrencies and US markets. Navigating these complex requirements demands expert advice for wealth preservation and growth.

Why Choose a Financial Consultant Near Me

Choosing a local financial consultant adds convenience and peace of mind. Local advisors can offer personalized attention, better understand the regional market, and provide tailored financial plans aligned with your goals. Finding the right consultant near your location simplifies communication and strengthens trust.

For those searching for reliable financial services, it’s important to work with advisors who offer clear guidance and a transparent process. My Advisers is a trusted platform that connects you with reputed professionals to guide your investments, loans, insurance, and credit card needs under one roof.

Top Indian Financial Advisors and Managers

Below is the list of India’s leading financial advisors and wealth managers shaping client portfolios in 2025:

Name Position Firm
Bijal Ajinkya Partner Khaitan & Co.
Nitin Avasthi Founder ClientAlley – Private Wealth Management
Abhishek Bhalotia Joint President – Business Head Kotak Private
Prakash Bulusu Joint CEO – Private Wealth & Securities IIFL Capital Services Limited
Siddhesh Dandekar Founder and Principal Partner 3Q Private Wealth
Sandeep Das Managing Director & CEO Centrum Wealth
Kunal Doshi Senior Partner Veritas Legal
Radhika Gaggar Partner Cyril Amarchand Mangaldas
Achin Jain Co-Founder ClientAlley – Private Wealth Management
Kunal Jain Partner Alpha Capital
Mukesh Jindal Senior Partner Alpha Capital
Shaishavi Kadakia Partner Cyril Amarchand Mangaldas
Siddhartha Kapila Managing Partner & Team Head Centrum Wealth
Anuj Kapoor Managing Director & CEO JM Financial
Shailja Kapoor Vice President Client Associates
Ashish Kehair Managing Director & CEO Nuvama Group
Himanshu Kohli Co-founder Client Associates
Kavita Kulkarni CIO Private Bank and Wealth Management Barclays Private Bank
Rajesh Narain Gupta Founder & Chairman SNG & Partners
Umang Papneja Managing Director and CEO India Julius Baer
Soumya Rajan Founder & CEO Waterfield Advisors
Shreya Rao Partner Shreya Rao & Associates
Rajesh Saluja Co-Founder & CEO ASK Private Wealth
Kunal Savani Partner – Taxation and Private Client Cyril Amarchand Mangaldas
Aditi Sharma Partner Khaitan & Co.
Cyril Shroff Managing Partner Cyril Amarchand Mangaldas
Rishabh Shroff Co-Head, Private Client & Head, International Business Development Cyril Amarchand Mangaldas
Atul Singh Founder / CEO LGT Wealth India
Paramjeet Singh Chopra Executive Director – Private Clients LGT Wealth India
Arpita Vinay Managing Director and Co-CEO Spark Private Wealth Management

This group includes expertise across private banking, estate planning, corporate advisory, and alternative investments, helping clients make informed decisions for long-term wealth growth.

How to Find the Best Financial Advisor in India

Selecting the best financial advisor requires assessing qualifications, experience, and client feedback. Look for advisors committed to transparency and personalized strategies. Reputable advisors will emphasize straightforward communication, portfolio diversification, and ongoing performance reviews.

Users can start by consulting platforms like My Advisers to compare certified financial advisors and wealth managers. This helps narrow down choices based on your financial goals and needs. My Advisers also offers tools to apply for financial products, providing a single source for all wealth management requirements.

Pro Tips for Effective Wealth Management

Diversify Across Asset Classes

Avoid putting all your resources into one investment type. Balance equities, fixed income, real estate, and alternative assets.

Plan for Tax Efficiency

Structure your investments to minimize tax liabilities both in India and internationally. Use trust options and succession planning.

Prioritize Regular Reviews

Markets change; keep your strategies flexible by reviewing your portfolio regularly with your advisor.

Use Technology for Tracking

Leverage apps and platforms that provide real-time updates on your investments for better control.

Maintain Clear Documentation

Keep all financial records and agreements organized to avoid issues during audits or legal changes.

Contact Us for Free Financial Consultation

If you’re looking for expert financial advice or want to optimize your portfolio, reach out for a free consultation. At My Advisers, you can connect with the best financial advisor in India who will guide you with transparent and customized solutions.

Take the first step toward securing your financial future today. Apply Now and explore our range of financial services designed to simplify your journey.

Reference

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#FinancialAdvisorIndia #WealthManagement2025 #BestFinancialAdvisorInIndia #FinancialConsultantNearMe #MyAdvisers #InvestmentPlanning #FreeFinancialConsultation #WealthGrowth #TaxPlanningIndia #PrivateWealthManagement

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