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Financial Consultants

2 businesses listed

Financial consultants for financial planning, retirement planning, budgeting and wealth management.

Browse financial consultants in cities such as Bengaluru, Hyderabad, or use the search box to look for a specific service or locality.

Financial Consultants – BizWebMart category illustration
Showing 1–2 of 2

How listings are ordered: admin priority, then featured listings, then Premium and Growth packages, then relevance (profile quality and genuine ratings). Typed searches use relevance only. Sponsored and featured placements are always labelled. Read the rules.

Financial Consultants in your city

Financial consultants for financial planning, retirement planning, budgeting and wealth management.

Use the listings on this page to compare businesses by services, location, working hours, photos and customer reviews, then call, WhatsApp or send an enquiry directly to the business.

Types of services offered

Businesses in this category commonly offer:

  • Financial Planning
  • Retirement Planning
  • Goal-based Planning
  • Wealth Management
  • Estate Planning

Not every business offers every service – check the Services section on each listing.

Offered by businesses on this page: Financial Planning (2), Retirement Planning (2), Goal-based Planning (2), Wealth Management (2).

How to choose the right Financial Consultants

Check registrations – insurance agents with IRDAI, investment advisers with SEBI, and lenders with the RBI where applicable. Ask for every fee, charge and interest rate in writing and compare the total cost rather than the headline rate. Never share OTPs or passwords, and be wary of anyone who asks for payment before a loan is approved.

Tip: Ask whether the adviser is SEBI-registered and whether they charge a fee or earn commission on products.

What to check before you contact a business

  • Registration with IRDAI, SEBI, RBI or ICAI, as applicable
  • All fees, charges, interest rates and commissions in writing
  • Total cost over the full term, not just the monthly amount
  • Documents required and processing time
  • Grievance process and who to contact if something goes wrong

Popular Financial Consultants services

Financial Planning (2)Retirement Planning (2)Goal-based Planning (2)Wealth Management (2)

Browse Financial Consultants by city

Financial Consultants in Bengaluru (1)Financial Consultants in Hyderabad (1)

Related business categories

Loan Providers (2)Loan Consultants (2)Insurance Agents (2)Tax Consultants (2)Investment Consultants (2)

Frequently asked questions

Ask for their registration number and check it on the official regulator website – IRDAI for insurance, SEBI for investment advisers and RBI for banks and NBFCs.

Be very careful. Genuine lenders disclose processing fees clearly and usually deduct them from the loan. Never pay “approval charges” to unknown agents.

No. BizWebMart only lists businesses. Please take independent advice and read all terms before making financial decisions.

Common services include Financial Planning, Retirement Planning, Goal-based Planning, Wealth Management, Estate Planning. Each listing shows the exact services that business offers – open a profile to see details, photos and contact options.

Ask whether the adviser is SEBI-registered and whether they charge a fee or earn commission on products.

Listings on this page are moderated by the team at BizWebMart, India’s business directory. Featured and sponsored placements are always labelled. Please confirm prices and terms directly with the business.