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 verified and licensed Finance & Investment expert in India, India, these trusted professionals are a strong starting point. Their specialties include Business Valuation, Financial Strategy Development, Retirement Planning and Tax Optimization. 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.
Ramya P

Ramya P

Finance & Investment specializing in Business Valuation

Finance & Investment 📍 Chennai, India
Business ValuationFinancial Strategy DevelopmentInvestment Advisory
Neeti Sethi, CA, CFP

Neeti Sethi, CA, CFP

Retirement Planning | Tax Optimization | Wealth Management

Finance & Investment 📍 Mumbai, India
Retirement PlanningTax OptimizationWealth Management
Mohd Kamil Khan, CFP®

Mohd Kamil Khan, CFP®

Finance & Investment focused on Private Wealth Advisory and Financial Planning For Uhnwi

Finance & Investment 📍 Hyderabad, India
Private Wealth AdvisoryFinancial Planning for UHNWIInvestment Strategy Development
Hitesh Soni Investment Consultant

Hitesh Soni Investment Consultant

Finance & Investment focused on Retirement Planning and Tax Optimization

Finance & Investment 📍 Mumbai, India
Retirement PlanningTax OptimizationInsurance Solutions
Jitendra Marathe

Jitendra Marathe

Finance & Investment professional in Financial Strategy Development

Finance & Investment 📍 Pune, India
Financial Strategy DevelopmentRisk Management ConsultingCorporate Governance Advisory
Sharmila Vartak

Sharmila Vartak

Research in Child Education Planning and Retirement Planning

Finance & Investment 📍 Mumbai, India
Child Education PlanningRetirement PlanningHealth Insurance Advisory
Atul Kumar Agarwal

Atul Kumar Agarwal

Research in Financial Strategy Development and Risk Management

Finance & Investment 📍 Hyderabad, India
Financial Strategy DevelopmentRisk ManagementInvestment Analysis
Narayan Kamath

Narayan Kamath

Finance & Investment leader in Retirement Planning and Tax Optimization

Finance & Investment 📍 Bangalore, India
Retirement PlanningTax OptimizationPortfolio Management
Mohan V

Mohan V

Finance & Investment leader in Portfolio Management and Risk Assessment

Finance & Investment 📍 Hyderabad, India
Portfolio ManagementRisk AssessmentMarket Analysis
Prashanth S.

Prashanth S.

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Hyderabad, India
Retirement PlanningTax OptimizationWealth Management
Megha Manek

Megha Manek

Wealth Management | Portfolio Diversification | Risk Assessment

Finance & Investment 📍 Hyderabad, India
Wealth ManagementPortfolio DiversificationRisk Assessment
Kumar Raushan

Kumar Raushan

Investment Advisory — Portfolio Management

Finance & Investment 📍 Delhi, India
Investment AdvisoryPortfolio ManagementRetirement Planning
Vinu Arun

Vinu Arun

Investment Management | Financial Planning | Chennai

Finance & Investment 📍 Chennai, India
Investment ManagementFinancial PlanningRetirement Solutions
Ajaysinh Parmar

Ajaysinh Parmar

Strategic Investment Analyst Driving Growth at Shreenath Investment Consultant

Finance & Investment 📍 Ahmedabad, India
Equity ResearchPortfolio ManagementRisk Assessment
Arun Puri

Arun Puri

Investment Strategy Development — Portfolio Management

Finance & Investment 📍 Delhi, India
Investment Strategy DevelopmentPortfolio ManagementRisk Assessment
Soumya Ramalingam, CFP®, CRPC®

Soumya Ramalingam, CFP®, CRPC®

Retirement Planning — Tax Optimization

Finance & Investment 📍 Chennai, India
Retirement PlanningTax OptimizationWealth Management
Indhumathi V

Indhumathi V

Research in Wealth Management and Investment Advisory

Finance & Investment 📍 Chennai, India
Wealth ManagementInvestment AdvisoryClient Relationship Management
Maheswari Gopalakrishnan

Maheswari Gopalakrishnan

Retirement Planning | Wealth Management | Tax Optimization

Finance & Investment 📍 Chennai, India
Retirement PlanningWealth ManagementTax Optimization
Balvir Singh

Balvir Singh

Finance & Investment focused on Investment Strategy and Portfolio Management

Finance & Investment 📍 Delhi, India
Investment StrategyPortfolio ManagementTax Optimization
Kajal Saxena

Kajal Saxena

Personal Financial Planning | Investment Strategy Development | Retirement Pl...

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
Karthikeyan K Investment Consultant

Karthikeyan K Investment Consultant

Wealth Management practitioner | Portfolio Diversification

Finance & Investment 📍 Chennai, India
Wealth ManagementPortfolio DiversificationRetirement 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
Gautam Khattar

Gautam Khattar

Retirement Planning authority | Investment Portfolio Management

Finance & Investment 📍 Mumbai, India
Retirement PlanningInvestment Portfolio ManagementTax Optimization
Sweta Singh

Sweta Singh

Finance focused on Wealth Management and Investment Advisory

Finance & Investment 📍 Pune, India
Wealth ManagementInvestment AdvisoryClient Relationship Management
Jayant Kumar Tewari

Jayant Kumar Tewari

Financial Strategy Development practitioner | Risk Management Advisory

Finance & Investment 📍 Delhi, India
Financial Strategy DevelopmentRisk Management AdvisoryCash Flow Optimization
Subhankar Karmakar

Subhankar Karmakar

Insurance Advisory | Investment Planning | Kolkata

Finance & Investment 📍 Kolkata, India
Insurance AdvisoryInvestment PlanningRetirement Solutions
Abhishek Shaligram

Abhishek Shaligram

Finance & Investment professional in Wealth Management

Finance & Investment 📍 Pune, India
Wealth ManagementPortfolio DiversificationRetirement Planning
Sanjiv Shekhar Prasad

Sanjiv Shekhar Prasad

Expert Wealth Management Tailored for Kolkata's Diverse Investors

Finance & Investment 📍 Kolkata, India
Investment StrategyPortfolio ManagementFinancial Planning
Neha Katariya

Neha Katariya

Investment Advisory | Financial Planning | Portfolio Management

Finance & Investment 📍 Pune, India
Investment AdvisoryFinancial PlanningPortfolio Management
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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