Best financial advisors in Bangalore: find options near you

I paid 2 lac plus but no login till now. I asked for chennai based Tamil speaking persons but giving only Hindi, Telugue, Kannada.
Gave some Tamil speaking persons but end result no login.
Money total waste. Last time I wrote like this same review. They asked me once taken back my review only then they will provide further leads. In VAIN.
THIS TIME I WILL NEVER TAKE BACK THIS REVIEW UNLESS AND UNTIL MY MANAGER LOGIN .

I taken privilege package rs118000rs providing good leads and customer also good response and am closed some policy this company leads very benifit I suggest this finpluss com our collagues

The worst company, I have ever come across.Has cheated me in providing spurious ,fake leads.Tall promises but very poor & disgusting service.One is sure to lose if he/she deals with the company financially.

It’s amazing company providing good service to their customer and it is good platform’s to build your career and achievements✨

Finpluss is a vgood financial education company I take a 40 leads rs 35400 I am already completed 18 policy closed I will suggest this my agents tq

Please dont belive this company…not good service..not given lead…vest u r money

The moderate experience i got, they
promised to give me good leads, waiting for d same

“I am extremely satisfied with the services provided by the Motilal Oswal Bangalore branch. The team demonstrates exceptional professionalism, in-depth market knowledge, and a client-first approach that truly stands out. Their guidance in equity investments, research-backed recommendations, and regular portfolio updates have significantly helped me make informed financial decisions. I appreciate their prompt communication, transparency in operations, and the effort they put into educating clients about the market. It’s reassuring to work with a team that is both proactive and trustworthy. Looking forward to a long and rewarding association.”

As a new investor, my experience with Motilal Oswal Financial Services Ltd., Bangalore branch, has been truly impressive. The team has been extremely professional, knowledgeable, and responsive. From the initial onboarding process to guiding me through my first investments, they have ensured transparency, clear communication, and personalized support tailored to my financial goals. The quality of research reports, timely market insights, and proactive advisory services have helped build my confidence in investing. I look forward to a long-term relationship and continued growth under their expert guidance. Thank you for making my first steps into the investment world so smooth and reassuring.

I had a very nice experience with Motilal Oswal. The staff is extremely polite, supportive, and always ready to help. Their services are professional and customer-friendly, which makes the whole process smooth and hassle-free.

I had an excellent experience with the team at Motilal Oswal, MG Road branch. The staff were courteous, knowledgeable, and highly efficient. They patiently addressed all my queries and provided clear, well-informed financial guidance tailored to my needs. I truly appreciate their professionalism and would highly recommend their services to anyone seeking expert investment advice.

I had a great experience with Motilal Oswal MG branch. The team is extremely professional, knowledgeable, and supportive. They patiently explained different investment options and helped me build a diversified portfolio that matches my financial goals. The advisory support is top-notch, and they keep clients well-informed with timely updates and research-based insights.

I had a great experience with the team at Motilal Oswal, MG Road branch. The staff was professional, well-informed, and prompt in their service. They took the time to explain things clearly and offered sound financial guidance. Highly recommend their services.

“I had a good experience with Motilal Oswal. The platform is user-friendly, and their research reports are detailed and helpful for making investment decisions. The customer support team is responsive. Overall, a reliable option for trading and investment.”

Inspire India Wealth Pvt Ltd has been truly impressive in guiding my investment journey. Their advice is straightforward, easy to understand, and has empowered me to make smart financial choices. The team is courteous, approachable, and consistently responsive to any concerns I’ve had. Their professionalism and sincere commitment to client success stand out. I strongly recommend their services to anyone looking to build their wealth with confidence.

I’ve had a great experience with Inspire India Wealth Pvt Ltd. Their investment advice is clear, practical, and really helped me make informed decisions. The staff are very supportive, polite, and always available to assist with any queries. I appreciate their professional approach and genuine interest in helping clients grow their wealth. Highly recommended!

Inspire India Wealth Pvt Ltd offers excellent financial advisory services. The team is knowledgeable, approachable, and provides clear guidance tailored to individual needs. Their sessions are informative and well-organized, helping clients make confident and informed investment decisions. A great place for anyone looking to plan their financial future wisely.

“Inspire India Wealth Pvt. Ltd. stands out for its expert team with deep industry experience, delivering well-analyzed and tailored strategies to meet the unique needs of each client. Their offerings span a broad spectrum of forward-thinking financial guidance, including personalized money management, investment portfolio structuring, in-depth family financial assessments, and advanced learning programs in equity trading and investment practices”.

Be very very careful with this people,I have invested 30k in inspire india property in 2012 but till today there is no update and not ready give my money back .
Visited their office plenty of times and requested to return my money.Every time telling dash and dash stories and pushing .

One Mr.Sharan Patil,MD of this firm will never be available for old investors and ready to meet new ones instead.

Looks like something wrong .

Working with Inspire India Wealth has transformed my approach to managing finances,insightful advice, transparent practices, and a team that genuinely cares about your goals. Highly recommended.

The place which motivates to invest,by promoting new ideas and encouragment.
Great place to get counselling on investments and Loved the way of elaboration of concepts you don’t understand.
So supportive

“Money Zinc made the process quick and simple .Their team was helpful and guided me clearly . I’m happy with their service “.

Very good customer service. Mr. Mohammed is a professional having complete understanding about investments and has a deep analytical ability and reasoning in this field. I’m very much comfortable choosing Money Zinc as my financial advisor for my investment & portfolio enhancement.
I appreciate the time you spend in giving details about the investment and answering my questions.

My experience with Money zinc financial services has been excellent . their team provided clear, personalized advice, makeing complex decisions easy. Now I feel more confident in managing my finances.highly recommend…

Money Zinc offers customized solutions to clients aiming for portfolio growth, focusing on enhancing their financial outlook and achieving improved financial expectations. Highly recommend !

Money Zinc Financial Services has been excellent and their team provided clear, personalized advice, making complex decisions easy. Highly recommend!

Great experience with their financial planning services! The strategy that perfectly suited my long-term goals

It’s been almost 8 years since I opted financial service from Money. Portfolio suggested by Money Zinc has been excellent. I am able to achieve financial goals with their suggestions

I had a great experience with Awesmart – Premium Financial services, especially with their support in setting up a Systematic Investment Plan (SIP). A special thanks to Harshitha for her excellent guidance and clarity throughout the process. She patiently explained the benefits of SIPs, helped me choose the right plan according to my goals, and ensured everything was done smoothly and on time.

Her professionalism and friendly approach made the entire experience stress-free. I now feel more confident about my financial planning. I highly recommend Awesmart Financial for anyone looking to invest wisely!

I had an amazing experience with Awesmart Premium Financial Services. Their team is knowledgeable, professional, and truly cares about their clients. They helped me for get home loan in less rate of interest Satish helped me a lot in all process . Highly recommend!

I’ve had a great experience with Awesmart – Premium Financial Services. Monika was incredibly helpful, professional, and knowledgeable. She took the time to understand my needs and guided me through everything with clarity and care. Highly recommend their services!

Awesmart helped me start investing wisely and made the whole process so easy to understand. Their team is professional, supportive, and genuinely cares about your finances. Highly recommended!

I had zero knowledge about investing when I approached Awesmart, but their team was patient, friendly, and incredibly helpful. They created a step-by-step investment plan tailored to my financial goals and explained each option clearly. I feel confident knowing my money is being managed professionally. Perfect service for first-time investors like me.

Excellent investment advisory. Awesmart’s team is knowledgeable, responsive, and always acts in my best financial interest. I’ve seen steady growth in my portfolio with balanced risk management.

I had wonderful experience with awesmart, the team is knowledgeable, supportive and kind. Satish helped me in getting loan for less rate in short time and I have to appreciate his dedication and patience for working even on leave days and over time to process the loan faster. keep your head high awesmart

Basavaraj sir did an excellent job in assessing and classifying my portfolio. He helped me identify some less effective investment choices and guided me toward a clear, more effective path forward. His communication was always clear, precise, and easy to understand, making the entire process smooth and insightful.

Basavaraj sir was great to work with. Super helpful and easy to talk to. He explained everything in a way that actually made sense and really helped me feel more confident about my finances. Definitely recommend!

I had the pleasure of consulting with Basavaraj Sir, and I strongly recommend him to everyone looking for financial advise. As a fee-only financial advisor, he provided truly unbiased and transparent guidance that was tailored to my needs. His approach to goal-based investing brought a level of clarity to my finances that I had never experienced before. If you’re looking for someone who is not just knowledgeable but also ethical, transparent, and kind-hearted, I highly recommend Basavaraj Sir.

Working with Basavaraj has been a great experience. He is very professional and very patiently answered all our queries. The plan provided is also very clear and actionable. Would definitely recommend his services.

Basu sir has good knowledge in fund allocations and goal management. He is patient in his approach and he clarifies all questions in detail . Communication is also good.

As the name says “Fee Only Financial Planners”, Basu sir exceeds that expectation. He is a simple and humble person, ready to help. There is no hesitation in answers and he clearly explains all the doubts. Much appreciated for the very professional handling of the documents and meetings, they are very detailed and explains the risks involved in every corners of the goals and explains on how to look at the returns rather than expecting the investors to chase the returns. So far the engagement with him since a month is all good w.r.t planing, now its all about execution at my end. I have a ful confidence on how to go about it with his help.

I strongly recommend him for the financial planning. He brings clarity to you and i am sure you will not regret consulting him.

It has been wonderful working with Basu on the whole investment journey. The process and communication were seamless and he addressed all queries along the way. Thank you for what you bring to the greater community!

I am very much satisfied with the service provided by ARA Financial Services. The team is professional, responsive, truly helpful, and informative. Highly recommended!

I would gladly recommend ARA Financial Services as they are very professional, exceptional communication with clients and tailoring to our needs.
– Shreedhar Sir is an excellent leader and has an amazing team who are damn good at their jobs and they are guiding me till date for more than 2.5 years.
– Rajani Ma’am is another valuable person I got to know within the team who takes care of my portfolios and guides me best at all times.
– This team brings trust to the relationship and are available 24/7 to make sure we’re taken care of.
– The weekly portfolio reports shared are useful and precise.

Excellent financial assistance from Mr. Shreedhar Bhat and his team. Highly recommended! Their investment management is based on data and is truly trustworthy. Decisions are explained clearly and never pushed on you. Most importantly, they plan investments based on your personal goals, comfort with risk, and a mutual understanding, which is the most appreciated aspect investing with Ara Financial Services.
Plus, there’s a dedicated app that gives you live updates on your investments, monthly reports, and easy access to download capital gain statements—all in one place, making it a truly hassle-free experience.

I have been an investor with Ara since late 2016 and my experience with them has been excellent. The team is professional, courteous and trustworthy. Each request is taken on priority and processed at the earliest on their side. I would highly recommend Ara to anyone looking for a good Financial Advisor. Kudos to Shreedhar Bhat Sir and his exceptional team.

I’ve recently started my investment journey with ARA Finserv, and I must say, the experience has been outstanding! From the very beginning, their team provided clear, concise, and personalized advice that made me feel confident in my decisions. They genuinely care about helping their clients grow their wealth and achieve their financial goals.

The platform is user-friendly, and their customer support is always available to assist with any queries. I especially appreciate the weekly updates on my portfolio, which keep me informed and reassured about the progress of my investments. ARA Finserv’s dedication to transparency and their commitment to customer satisfaction have really impressed me. I highly recommend them to anyone looking to start investing or seeking expert financial guidance. Keep up the great work, ARA Finserv!

I’ve had a great experience with Ara Financial Services as my mutual funds advisor. They are always available, knowledgeable, and maintain a level of transparency that builds trust. I highly recommend them to anyone seeking reliable financial advice.

Very lucky and honoured to be working with team ARA.

They certainly have made financial transactions, wealth management, and all other allied services so seamless. To top it – all of this dealt with in a very professional manner. Every single team member who we’ve come across is horrendously polite and sincere. A special mention to Ms. Rajani who is stellar, who takes being proactive a few notches higher. To the gentleman who does their running around collecting documents (don’t get his name) you’re certainly in safe hands. Keep up the great work.

Does speak volumes about the way it has been led. Kudos to you Mr. Bhat & team ARA – here’s wishing you the very best always and look forward to a long – very long association here.

Best wishes,
The Kulkarni’s

Mahesh sir is very good financial advisor
I have taken health insurance for myself and family stated sip thank you for your advice

Mahesh sir has good financial planners and have taken health insurance my self and advice. I have started SIP and also started trading also. Very good person to advice anything and clarify everything.

Mahesh is a good in all type of advice
I have taken health insurance for my full family
I will refer to all my friends

Mahesh sir is game changer to my life his advice is good I have taken health insurance and term ice insurance thank you for your guidance

Professional, trustworthy, and always supportive. Helped me plan my finances with confidence thankyou Mahesh sir

Brilliant Gentleman with vast knowledge and Ideas Thanks for your valuable advice. I strongly reccomend to all my friends and relatives

I. Am done with my family health insurance and other policies I am happy and it’s helpful for my future

I would highly recommend them. They were very professional and quick in processing home loan for me that too at very good ROI. I thank Mr Jagadees for taking care of the entire process of loan. Thank you for your services.

Had a great experience with Jagadeesh
– Prompt
– Fast
– Trustworthy

And I recommend him for anyone who is looking for smooth process.

Service from Mr Jagadeesh was very good and fast. I recommend to contact Next 5 for loan assistance.

I am extremely pleased with the excellent support provided. My sincere thanks to Mr. Jagadeesh for his hardwork. Courteousness, professionalism and continuous support throughout the process.

Hey Jagadeesh,thanks for taking care of process with such professionalism and patience..!!
Will keep in touch ..!!!

Excellent loan service provided by me Jagadish , would definitely recommend him for any kind of loan assistance.

Jagadeesh was helpful in arranging for loan including documentation and all other requirements. Thanks

Had a great time interning at ICAP! Learned so much about how the stock market and trading actually work beyond textbooks, and got to see the fast-paced world of finance up close. Super thankful to the team for making it such a welcoming and insightful experience.

I have had an exceptional experience with I Cap Financial Services. Their team of professionals demonstrates deep expertise and a client-centric approach that sets them apart from other financial firms. They took the time to understand my goals and crafted personalized strategies that aligned perfectly with my needs.

I have been working with I Cap Financial Services for over 4 year. I have already got 3 promotions and i am extremely happy with the support and learning provided by the bosses Saurabh And Komal.

Great place to learn and Grow. But hard work will only work here. Performers grow. Nonperformers cannot handle the pressure.

Exceptional service and expert financial advice from I Cap Financial Services. They made investing simple and effective for me.

I worked as an intern here for three months and had a very good experience. Insights provided my mentors are very helpful and work environment is nice as well

Customer service and support are a different experience. Especially during the corona pandemic, I had lost a huge amount, with true and sincere support of the I cap team made more money than I lost. I’m fully satisfied and recommended for all beginners to start a new lesson on trade. Thank you so much entire I cap team for this wonderful support.

It was a great experience with I cap financial services for providing me each step smooth and clear. first, I thought whether I should invest in the stock market or not….i was so confused because of doubts and queries….their staff support has solved my doubt and queries for example: where to invest, how to invest, and when should I invest. Their staff support is very cooperative and knowledgeable.