Finance & Investment · Mumbai, India

Finance & Investment Experts in Mumbai, India

Browse 139 verified Finance & Investment professionals based in Mumbai, India on Prezlo.

Finance & Investment📍 Mumbai, India
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If you're looking for a Finance & Investment expert in Mumbai, India, these verified professionals are a strong starting point. Their specialties include Investment Portfolio Management, Retirement Planning, Personal Financial Planning and Behavioral Finance. 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.
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
Bhavin Shah

Bhavin Shah

Research in Personal Financial Planning and Investment Strategy Development

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
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
Monika Ramakrishna

Monika Ramakrishna

Financial Advisory with expertise in Risk Management

Finance & Investment 📍 Mumbai, India
Financial AdvisoryRisk ManagementInvestment Analysis
Mayank Sheth

Mayank Sheth

Investment Planning, Retirement Solutions, and Tax Optimization

Finance & Investment 📍 Mumbai, India
Investment PlanningRetirement SolutionsTax Optimization
Ramalingam Kalirajan (CFP)

Ramalingam Kalirajan (CFP)

Retirement Planning specialist in Mumbai

Finance & Investment 📍 Mumbai, India
Retirement PlanningInvestment Strategies for NRIsTax Optimization
Raj Modi

Raj Modi

Financial Advisory: Investment Analysis

Finance & Investment 📍 Mumbai, India
Financial AdvisoryInvestment AnalysisPortfolio Management
Pooja Sethiya

Pooja Sethiya

Mumbai-based Retirement Planning specialist

Finance & Investment 📍 Mumbai, India
Retirement PlanningTax OptimizationInvestment Portfolio Management
Madhumita Barua

Madhumita Barua

Personal Financial Planning: Investment Strategies

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment StrategiesInsurance Advisory
Surendra Jain

Surendra Jain

Corporate Finance practitioner | Structured Funding

Finance & Investment 📍 Mumbai, India
Corporate FinanceStructured FundingInvestment Advisory
Nidhi singh

Nidhi singh

Finance & Investment focused on Wealth Management and Retirement Planning

Finance & Investment 📍 Mumbai, India
Wealth ManagementRetirement PlanningTax Optimization
Debapriya Chatterjee

Debapriya Chatterjee

Personal Finance Planning specialist in Mumbai

Finance & Investment 📍 Mumbai, India
Personal Finance PlanningInvestment Portfolio ManagementRetirement Planning
Deepti N S

Deepti N S

Mumbai-based Personal Financial Planning specialist

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment ManagementRetirement Planning
Priyanka Tiwari

Priyanka Tiwari

Research in Personal Finance Management and Investment Planning

Finance & Investment 📍 Mumbai, India
Personal Finance ManagementInvestment PlanningRetirement Planning
Pramod Mishra

Pramod Mishra

Crafting Tailored Financial Futures for Families in Mumbai

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
Nethra Venkatesh

Nethra Venkatesh

Investment Planning professional in Mumbai

Finance & Investment 📍 Mumbai, India
Investment PlanningRetirement StrategiesTax Optimization
Lakshman Kumar Nayar

Lakshman Kumar Nayar

Strategic Financial Guidance for Sustainable Investment Growth in Milan

Finance & Investment 📍 Mumbai, India
Wealth ManagementInvestment PlanningRetirement Solutions
Sunil Raykar

Sunil Raykar

Finance & Investment leader in Public Sector Financial Advisory and Investment Strategy Development

Finance & Investment 📍 Mumbai, India
Public Sector Financial AdvisoryInvestment Strategy DevelopmentRevenue Optimization
Bhavik Shah

Bhavik Shah

Tailored Wealth Management Strategies for High-Net-Worth Individuals

Finance & Investment 📍 Mumbai, India
Investment AdvisoryPortfolio ManagementTax Optimization
Lakshmi c

Lakshmi c

Investment Advisory practitioner | Portfolio Management

Finance & Investment 📍 Mumbai, India
Investment AdvisoryPortfolio ManagementFinancial Planning
Kajal Saxena

Kajal Saxena

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

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
Naimish Kakkad

Naimish Kakkad

Finance & Investment | Personal Financial Planning

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment AdvisoryRetirement Planning
Sandesh Deshmukh

Sandesh Deshmukh

Crafting Personalized Wealth Solutions for Lasting Financial Success

Finance & Investment 📍 Mumbai, India
Investment PlanningRetirement StrategiesTax Optimization
Shwetabrata Basu Ray

Shwetabrata Basu Ray

Research in Personal Financial Planning and Investment Portfolio Management

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment Portfolio ManagementRetirement Planning
Shashi Rao

Shashi Rao

Personal Investment Planning with expertise in Retirement Fund Management

Finance & Investment 📍 Mumbai, India
Personal Investment PlanningRetirement Fund ManagementRisk Assessment and Mitigation
Gautam Khattar

Gautam Khattar

Retirement Planning authority | Investment Portfolio Management

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