Finance & Investment · India

Finance & Investment Experts in India

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

Finance & Investment📍 India
1–30 of 542 experts
📍 Near me first
If you're looking for a verified and licensed Finance & Investment expert in India, these trusted professionals are a strong starting point. Their specialties include Life Insurance, Investment Planning, Wealth Management and Portfolio Diversification. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Venkat Ramanan

Venkat Ramanan

Mumbai-based Life Insurance specialist

Finance & Investment 📍 Mumbai, India
Life InsuranceInvestment PlanningRetirement Solutions
Abhijeet Kakade

Abhijeet Kakade

Wealth Management | Pune

Finance & Investment 📍 Pune, India
Wealth ManagementPortfolio DiversificationRisk Assessment
Sanjay Nanda

Sanjay Nanda

Wealth Management professional in Pune

Finance & Investment 📍 Pune, India
Wealth ManagementInvestment AdvisoryPortfolio Management
Jibak Mukherjee

Jibak Mukherjee

Tailored Financial Strategies for Your Unique Investment Journey

Finance & Investment 📍 Kolkata, India
Personal Finance PlanningInvestment Portfolio ManagementRetirement Planning
Kavya KS

Kavya KS

Financial Planning: Investment Strategy

Finance & Investment 📍 Mumbai, India
Financial PlanningInvestment StrategyRisk Management
Radha Ramanujan

Radha Ramanujan

Financial Strategy Development | Risk Management | Chennai

Finance & Investment 📍 Chennai, India
Financial Strategy DevelopmentRisk ManagementCost Optimization
Pratik Jha

Pratik Jha

Investment Planning — Retirement Strategies

Finance & Investment 📍 Kolkata, India
Investment PlanningRetirement StrategiesTax Optimization
Sai Prasad Koppolu

Sai Prasad Koppolu

Financial Strategy Development — Risk Management

Finance & Investment 📍 Hyderabad, India
Financial Strategy DevelopmentRisk ManagementInvestment Analysis
Nilesh Naikare

Nilesh Naikare

Retirement Planning | Wealth Management | Mumbai

Finance & Investment 📍 Mumbai, India
Retirement PlanningWealth ManagementTax Optimization
Deepti N S

Deepti N S

Mumbai-based Personal Financial Planning specialist

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment ManagementRetirement Planning
Ananthy Sivaram

Ananthy Sivaram

Financial Application Development, Investment Management Software, and Cloud Solutions For Finance

Finance & Investment 📍 Mumbai, India
Financial Application DevelopmentInvestment Management SoftwareCloud Solutions for Finance
Sanjay Seksaria

Sanjay Seksaria

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Mumbai, India
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
Sandip Dey

Sandip Dey

Finance & Investment leader in Investment Consulting and Financial Training

Finance & Investment 📍 Kolkata, India
Investment ConsultingFinancial TrainingSales Strategy Development
Pritisha Sarkar

Pritisha Sarkar

Finance & Investment specializing in Investment Planning

Finance & Investment 📍 Mumbai, India
Investment PlanningRetirement SolutionsTax Optimization
Sana Afreen

Sana Afreen

Research in Investment Strategy and Portfolio Diversification

Finance & Investment 📍 Mumbai, India
Investment StrategyPortfolio DiversificationTax Optimization
Manikandan Vadivel

Manikandan Vadivel

Research in Wealth Management and Financial Planning

Finance & Investment 📍 Chennai, India
Wealth ManagementFinancial PlanningCustomer Engagement
Mani Padmanabhan

Mani Padmanabhan

Research in Financial Strategy Development and Cash Flow Management

Finance & Investment 📍 Hyderabad, India
Financial Strategy DevelopmentCash Flow ManagementRisk Assessment
Nikunj Singhee

Nikunj Singhee

Finance & Investment | Wealth Management

Finance & Investment 📍 Kolkata, India
Wealth ManagementPortfolio DiversificationRisk Assessment
Antara Sarkar

Antara Sarkar

High Net Worth Individual Advisory specialist in Kolkata

Finance & Investment 📍 Kolkata, India
High Net Worth Individual AdvisoryEstate PlanningTax Optimization
Venkatesh Venkataraman

Venkatesh Venkataraman

Mutual Fund Distribution — Investment Planning

Finance & Investment 📍 Mumbai, India
Mutual Fund DistributionInvestment PlanningRetirement Solutions
Vaishali Jain

Vaishali Jain

Tax Planning & Compliance | Financial Risk Management | Investment Advisory

Finance & Investment 📍 Pune, India
Tax Planning & ComplianceFinancial Risk ManagementInvestment Advisory
Tanujha Mukherjee

Tanujha Mukherjee

Finance & Investment leader in Portfolio Management and Retirement Planning

Finance & Investment 📍 Kolkata, India
Portfolio ManagementRetirement PlanningRisk Assessment
Ashok Sheth

Ashok Sheth

Finance & Investment focused on Investment Planning and Retirement Solutions

Finance & Investment 📍 Mumbai, India
Investment PlanningRetirement SolutionsTax Optimization
Manasseh S

Manasseh S

Finance & Investment professional in Personal Financial Planning

Finance & Investment 📍 Bangalore, India
Personal Financial PlanningInvestment AdvisoryRetirement Planning
Karthikeyan Saravanan

Karthikeyan Saravanan

Investment Advisory, Tax Planning, and Client Portfolio Management

Finance & Investment 📍 Chennai, India
Investment AdvisoryTax PlanningClient Portfolio Management
Bhavesh Shah

Bhavesh Shah

Finance & Investment specializing in Wealth Management

Finance & Investment 📍 Ahmedabad, India
Wealth ManagementPortfolio DiversificationRetirement Planning
Pooja Sethiya

Pooja Sethiya

Mumbai-based Retirement Planning specialist

Finance & Investment 📍 Mumbai, India
Retirement PlanningTax OptimizationInvestment Portfolio Management
Shazia Banu

Shazia Banu

Financial Planning, Investment Advisory, and Risk Management

Finance & Investment 📍 Mumbai, India
Financial PlanningInvestment AdvisoryRisk Management
Anil Bhatt

Anil Bhatt

Personal Financial Planning authority | Investment Strategy Development

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
Santanu Mazumder

Santanu Mazumder

Finance & Investment specializing in Personal Financial Planning

Finance & Investment 📍 Kolkata, India
Personal Financial PlanningInvestment Portfolio ManagementRetirement Planning
Explore on Map
Click anywhere to filter nearby experts (50 km radius)
Loading map…