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Introduction to Financial Advisors in Bengaluru

Bengaluru stands out as a hub for professional financial advisory services, housing experts skilled in personal finance, investment strategies, and wealth management. Selecting the right financial consultant near you can make a critical difference in achieving long-term stability and growth of your assets.

My Advisers connects you to trusted experts offering transparent, commission-free advice aligned with your goals. If you are seeking the best financial advisor in India, especially in Bengaluru, this guide will help you explore top professionals in the city and understand how to choose one that fits your unique financial needs.

Leading Financial Planners in Bengaluru

Here’s a detailed look at selected top financial planners in Bengaluru renowned for their expertise and client-focused services:

Sriram Jayaraman — Arthagyan Financial Adviser

With over 27 years of experience and an MBA from Heriot-Watt University, Sriram is a SEBI-registered investment adviser dedicated to unbiased, product-neutral advice. Arthagyan emphasizes spreading financial knowledge with integrity and clarity.
Website: arthagyan.com

Bharat Rao — Wealth Space Services

A Certified Financial Planner (CFP) with 15+ years in financial services, Bharat combines deep market knowledge with personalized wealth creation strategies. His approach builds lasting trust through consistent monitoring and tailored investment plans.
Website: wealthspace.co.in

Dilshad Billimoria — Dilzer Consultants

Dilshad holds the CFPCM certification and over 21 years of advisory experience. As founder of Dilzer Consultants, she delivers comprehensive financial planning and advice emphasizing ethics and client goals.
Website: dilzer.net

Sathish Padakannaya — 90-10 Financial Planners

Founder and strategist Sathish brings 15 years of expertise and a strong academic background. He supports clients with well-researched investment advice and a focus on clear communication.
Website: 90to10.com

Vivek S G — Wealth Crafts

Vivek established this fee-only financial planning firm to offer unbiased, comprehensive wealth management. With clients across major Indian cities and NRIs, Wealth Crafts is committed to delivering exceptional service.
Website: wealthcrafts.in

Basavaraj Tonagatti — BasuNivesh

Moving from a car mechanic to CFP, Basavaraj’s journey inspires many. Founder of BasuNivesh, he has authored numerous articles on personal finance and is passionate about improving financial literacy nationwide.
Website: basunivesh.com

S R Srinivasan — SriNivesh Advisors

A proponent of a do-it-yourself philosophy, Srinivasan emphasizes goal setting and data-driven decisions. His advisory services empower clients to manage their finances confidently.
Website: srinivesh.in

Sudheer M — Prashidhi

A SEBI Registered Investment Advisor and fee-only planner, Sudheer prioritizes honesty and transparency. His guiding principle “Speak the Truth, Lead a Righteous Life” highlights ethics as a foundation.
Website: prasidhi.in

Lovaii Navlakhi — International Money Matters

A pioneer in the financial planning industry, Lovaii has nearly four decades of experience. Known for his leadership and cross-border financial planning expertise, he runs one of India’s most respected firms.
Website: immpl.com

Saurabh Bansal — Fin@Work

An IIT and IIM graduate, Saurabh’s firm focuses on emerging affluent clients, helping them grow and protect wealth through structured financial planning and legacy protection.
Website: finatwork.com

How to Choose the Right Financial Consultant

Finding the ideal financial planner involves more than referrals or group memberships. To ensure you work with a trustworthy advisor, consider these steps:

Seek referrals from trusted contacts or professional networks.
Use association directories but verify credentials independently.
Leverage platforms like My Advisers to access carefully vetted, fee-only financial planners.

Interview potential planners, check their experience, specialties, and fee structures, and confirm they act in your best interest rather than selling products.

Important Considerations When Hiring a Planner

Qualifications and Credentials

Check for certifications such as SEBI Registered Investment Adviser (RIA) or Certified Financial Planner (CFP). Verify their registration through official channels to confirm authenticity.

Specialization and Client Focus

Ensure the planner has expertise aligned with your goals, whether retirement, tax planning, education funding, or risk management.

Fee Structure Transparency

Prefer fee-only planners who charge direct fees instead of earning commissions on product sales. This reduces conflicts of interest.

Communication and Trust

Choose a planner who listens, explains clearly, and responds promptly. Comfort in discussing your financial matters is crucial.

For more guidance on selecting the right financial planner, see choosing a financial adviser.

Why Use My Advisers for Your Financial Needs

My Advisers offers a comprehensive platform connecting you with verified financial consultants across India. Their service includes:

Simple application processes to match you with suitable advisors.
Transparent comparison of fees, services, and client reviews.
Support for credit cards, loans, insurance, and investments.

To start your journey today, visit the Apply Online for Financial Services page and contact us for free financial consultation.

Pro Tips on Effective Financial Planning

Define clear, measurable financial goals before engaging an advisor.
Regularly review and adjust your financial plan as your life changes.
Avoid planners who pressure you into specific products.
Stay educated on financial basics to participate meaningfully in decisions.

References and Further Reading

For additional insights and financial app recommendations, explore:

Find Your Financial Consultant Near Me Today

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Top Financial Advisors and Planners in Bengaluru for 2025