Finance & Investment · India, India

Finance & Investment Experts in India, India

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

Finance & Investment📍 India, India
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If you're looking for a Finance & Investment expert in India, India, these verified professionals are a strong starting point. Their specialties include Investment Advisory, Tax Planning, Investment Consulting and Financial 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.
Karthikeyan Saravanan

Karthikeyan Saravanan

Investment Advisory, Tax Planning, and Client Portfolio Management

Finance & Investment 📍 Chennai, India
Investment AdvisoryTax PlanningClient Portfolio Management
Kalyanam Krishnamurthy

Kalyanam Krishnamurthy

Investment Consulting | Chennai

Finance & Investment 📍 Chennai, India
Investment ConsultingFinancial PlanningRisk Management
Zainab Tariq

Zainab Tariq

High-Net-Worth Individual Advisory: Investment Portfolio Management

Finance & Investment 📍 Delhi, India
High-Net-Worth Individual AdvisoryInvestment Portfolio ManagementTax Optimization Strategies
Sukhendu Goswami

Sukhendu Goswami

Retirement Planning, Investment Portfolio Management, and Risk Assessment

Finance & Investment 📍 Kolkata, India
Retirement PlanningInvestment Portfolio ManagementRisk Assessment
Anand Srivastava

Anand Srivastava

Portfolio Management: Investment Advisory

Finance & Investment 📍 Delhi, India
Portfolio ManagementInvestment AdvisoryRetirement Planning
Amman Grovvar

Amman Grovvar

Tailored Wealth Solutions for High-Net-Worth Families in Amman

Finance & Investment 📍 Mumbai, India
Private BankingWealth ManagementInvestment Advisory
Priyam Shah

Priyam Shah

Investment Portfolio Management | Retirement Planning | Tax Optimization

Finance & Investment 📍 Mumbai, India
Investment Portfolio ManagementRetirement PlanningTax Optimization
Sachin Sodhi

Sachin Sodhi

Wealth Management practitioner | Investment Advisory

Finance & Investment 📍 Delhi, India
Wealth ManagementInvestment AdvisoryPortfolio Management
Surendra Jain

Surendra Jain

Corporate Finance practitioner | Structured Funding

Finance & Investment 📍 Mumbai, India
Corporate FinanceStructured FundingInvestment Advisory
Suraj A Shewale

Suraj A Shewale

Finance specializing in Financial Transformation and Change Management

Finance & Investment 📍 Pune, India
Financial TransformationChange ManagementCFO Advisory
Vinod Goswami

Vinod Goswami

Investment Strategy Development with expertise in Retirement Planning

Finance & Investment 📍 Pune, India
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Shashi Singh

Shashi Singh

Personal Financial Planning | Investment Advisory

Finance & Investment 📍 Chennai, India
Personal Financial PlanningInvestment AdvisoryRetirement Planning
Binish Nirmalan

Binish Nirmalan

Finance & Investment focused on Wealth Management and Investment Advisory

Finance & Investment 📍 Bangalore, India
Wealth ManagementInvestment AdvisoryAsset Allocation
Deepak Kumar

Deepak Kumar

Guiding Your Financial Future with Expert Portfolio Management Strategies

Finance & Investment 📍 Kolkata, India
Equity Investment StrategiesFixed Income AnalysisPortfolio Diversification
Vinu Varshath

Vinu Varshath

Tailored Wealth Solutions for Families and Corporates in Chennai

Finance & Investment 📍 Chennai, India
Investment Strategy DevelopmentPortfolio ManagementRisk Assessment
Manshi Mahor

Manshi Mahor

Mutual Fund Administration | Delhi

Finance & Investment 📍 Delhi, India
Mutual Fund AdministrationInvestment Strategy DevelopmentPortfolio Management
Srinivasan N

Srinivasan N

Financial Strategy Development | Chennai

Finance & Investment 📍 Chennai, India
Financial Strategy DevelopmentRisk ManagementFinancial Reporting
K. Akshay Nayak

K. Akshay Nayak

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Mumbai, India
Retirement PlanningTax Optimization StrategiesInvestment Portfolio Management
Palaniappan Vellayan

Palaniappan Vellayan

Strategic Financial Advisor Empowering Wealth Growth in Chennai

Finance & Investment 📍 Chennai, India
Wealth ManagementTax PlanningInvestment Advisory
Rangarajan R

Rangarajan R

Portfolio Management professional in Chennai

Finance & Investment 📍 Chennai, India
Portfolio ManagementRisk AssessmentRetirement Planning
Yamini M

Yamini M

Financial Advisory | Investment Strategy | Hyderabad

Finance & Investment 📍 Hyderabad, India
Financial AdvisoryInvestment StrategyRisk Management
Omansh Gupta

Omansh Gupta

Strategic Wealth Management for High-Net-Worth Individuals

Finance & Investment 📍 Delhi, India
Investment PlanningTax OptimizationPortfolio Management
Mohit Rana

Mohit Rana

Venture Capital Advisory: Startup Investment Strategies

Finance & Investment 📍 Delhi, India
Venture Capital AdvisoryStartup Investment StrategiesFinancial Risk Management
Souvik Roy

Souvik Roy

High Net Worth Individual Advisory | Investment Portfolio Management

Finance & Investment 📍 Kolkata, India
High Net Worth Individual AdvisoryInvestment Portfolio ManagementTax Optimization Strategies
Swathy Satyamurti

Swathy Satyamurti

Retirement Planning practitioner | Investment Strategy

Finance & Investment 📍 Chennai, India
Retirement PlanningInvestment StrategyTax Optimization
Abhishek Kumar, SEBI RIA

Abhishek Kumar, SEBI RIA

Retirement Planning with expertise in Portfolio Management

Finance & Investment 📍 Mumbai, India
Retirement PlanningPortfolio ManagementTax Optimization
Sanjiv Shekhar Prasad

Sanjiv Shekhar Prasad

Expert Wealth Management Tailored for Kolkata's Diverse Investors

Finance & Investment 📍 Kolkata, India
Investment StrategyPortfolio ManagementFinancial Planning
Arora Singh

Arora Singh

Finance & Investment focused on Personal Finance Planning and Investment Portfolio Management

Finance & Investment 📍 Delhi, India
Personal Finance PlanningInvestment Portfolio ManagementRetirement Planning
Joan Varrone, MS, MBA

Joan Varrone, MS, MBA

Financial Strategy Development — Risk Management Consulting

Finance & Investment 📍 Pune, India
Financial Strategy DevelopmentRisk Management ConsultingInvestment Analysis
Prerna Sharma

Prerna Sharma

Finance & Investment | Wealth Management

Finance & Investment 📍 Bangalore, India
Wealth ManagementPortfolio OptimizationInvestment Strategy
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