Finance & Investment · India

Finance & Investment Experts in India

Browse 542 verified Finance & Investment professionals based in India on Prezlo.

Finance & Investment📍 India
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If you're looking for a Finance & Investment expert in India, these verified professionals are a strong starting point. Their specialties include Financial Planning, Mutual Fund Advisory, Investment Portfolio Management and Retirement Planning. Each profile on Prezlo includes services, client focus, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Yash Kate

Yash Kate

Financial Planning and Mutual Fund Advisory expert

Finance & Investment 📍 Pune, India
Financial PlanningMutual Fund AdvisoryInvestment Portfolio Management
Chakradhar Chowdary

Chakradhar Chowdary

Investment Portfolio Management | Retirement Planning

Finance & Investment 📍 Mumbai, India
Investment Portfolio ManagementRetirement PlanningTax Optimization Strategies
Poonam Dhaka

Poonam Dhaka

Personal Financial Planning: Investment Portfolio Management

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment Portfolio ManagementRetirement Planning
Prakash Praharaj

Prakash Praharaj

Behavioral Finance, Retirement Planning, and Investment Strategies

Finance & Investment 📍 Mumbai, India
Behavioral FinanceRetirement PlanningInvestment Strategies
Ujwal Jaitwar

Ujwal Jaitwar

Investment Planning with expertise in Retirement Solutions

Finance & Investment 📍 Mumbai, India
Investment PlanningRetirement SolutionsTax Optimization
Sony reddy

Sony reddy

Investment Strategy professional in Chennai

Finance & Investment 📍 Chennai, India
Investment StrategyPortfolio ManagementRetirement Planning
Bhavin Shah

Bhavin Shah

Research in Personal Financial Planning and Investment Strategy Development

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
Kishore Kumar K

Kishore Kumar K

Expert Financial Planner Navigating Global Investment Opportunities

Finance & Investment 📍 Chennai, India
International Investment AdvisoryFinancial Planning for ExpatsPortfolio Management
Payal Sarkar

Payal Sarkar

Investment Advisory — Portfolio Management

Finance & Investment 📍 Kolkata, India
Investment AdvisoryPortfolio ManagementRetirement Planning
Selva Nayagam

Selva Nayagam

Ai-Powered Trading practitioner | Investment Advisory

Finance & Investment 📍 Chennai, India
AI-Powered TradingInvestment AdvisoryRetail & Distribution Strategy
Bulbul Saha

Bulbul Saha

Private Wealth Management with expertise in Investment Strategy Development

Finance & Investment 📍 Hyderabad, India
Private Wealth ManagementInvestment Strategy DevelopmentPortfolio Diversification
Hamza Khatri

Hamza Khatri

Strategic Financial Advisor Guiding Investments for Sustainable Growth

Finance & Investment 📍 Mumbai, India
Investment StrategyPortfolio ManagementRisk Assessment
Manoj Trivedi

Manoj Trivedi

Research in Wealth Management and Investment Strategy

Finance & Investment 📍 Mumbai, India
Wealth ManagementInvestment StrategyRetirement Planning
Mohd Kamil Khan

Mohd Kamil Khan

Wealth Management authority | Investment Advisory

Finance & Investment 📍 Hyderabad, India
Wealth ManagementInvestment AdvisoryPortfolio Management
Deven Pai

Deven Pai

Portfolio Management | Bangalore

Finance & Investment 📍 Bangalore, India
Portfolio ManagementRetirement PlanningTax Optimization
Amruta Kodilkar

Amruta Kodilkar

Tailored Investment Strategies for Sustainable Wealth Growth

Finance & Investment 📍 Pune, India
Investment Portfolio ManagementRetirement PlanningTax Optimization
Dibyajit Saha

Dibyajit Saha

Investment Strategy Development | Portfolio Management | Kolkata

Finance & Investment 📍 Kolkata, India
Investment Strategy DevelopmentPortfolio ManagementRisk Assessment
S R Srinivasan (SRS)

S R Srinivasan (SRS)

Finance & Investment | Fee-Only Financial Planning

Finance & Investment 📍 Chennai, India
Fee-only financial planningInvestment strategy for FIRERetirement planning
Karan Bhavsar

Karan Bhavsar

Personal Financial Planning practitioner | Investment Strategies

Finance & Investment 📍 Ahmedabad, India
Personal Financial PlanningInvestment StrategiesRetirement Planning
Monika Ramakrishna

Monika Ramakrishna

Financial Advisory with expertise in Risk Management

Finance & Investment 📍 Mumbai, India
Financial AdvisoryRisk ManagementInvestment Analysis
Ria Jhunjhunwala

Ria Jhunjhunwala

Pension Fund Management practitioner | Investment Strategy Development

Finance & Investment 📍 Kolkata, India
Pension Fund ManagementInvestment Strategy DevelopmentRisk Assessment and Mitigation
Nikunj Singhee

Nikunj Singhee

Finance & Investment | Wealth Management

Finance & Investment 📍 Kolkata, India
Wealth ManagementPortfolio DiversificationRisk Assessment
Dipanjan saha

Dipanjan saha

Personal Financial Planning: Insurance Advisory

Finance & Investment 📍 Kolkata, India
Personal Financial PlanningInsurance AdvisoryInvestment Portfolio Management
Manas Mohanty

Manas Mohanty

Research in Investment Strategies and Portfolio Management

Finance & Investment 📍 Kolkata, India
Investment StrategiesPortfolio ManagementRetirement Planning
D.a.s. Selvan

D.a.s. Selvan

High-ROI Real Estate Strategies | Finance based in Hyderabad

Finance & Investment 📍 Hyderabad, India
High-ROI Real Estate StrategiesWealth Management for ProfessionalsInvestment Risk Assessment
Mayank Sheth

Mayank Sheth

Investment Planning, Retirement Solutions, and Tax Optimization

Finance & Investment 📍 Mumbai, India
Investment PlanningRetirement SolutionsTax Optimization
Vaishali Jain

Vaishali Jain

Tax Planning & Compliance | Financial Risk Management | Investment Advisory

Finance & Investment 📍 Pune, India
Tax Planning & ComplianceFinancial Risk ManagementInvestment Advisory
Ramalingam Kalirajan (CFP)

Ramalingam Kalirajan (CFP)

Retirement Planning specialist in Mumbai

Finance & Investment 📍 Mumbai, India
Retirement PlanningInvestment Strategies for NRIsTax Optimization
Paresh Adhiya

Paresh Adhiya

Tailored Wealth Management for HNI and Ultra HNI Clients

Finance & Investment 📍 Pune, India
Portfolio ManagementRisk AssessmentInvestment Solutions
Sourav Sengupta

Sourav Sengupta

Finance & Investment focused on Wealth Management and Retirement Planning

Finance & Investment 📍 Kolkata, India
Wealth ManagementRetirement PlanningInvestment Strategy
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