Investment Advisers & Financial Planners — All India

6,141contacts
97%mobile
35%email

Investment Advisers & Financial Planners — All India

Professional Services · All India

6,141 businesses across 23 states and 42 cities, with contact names, mobile numbers, emails and addresses. Cleaned, de-duplicated and delivered as an Excel workbook.

Who's in it: Investment advisers, investment consultants and financial planners, with mobile number and address, and email where available.

Who buys it: AMCs, insurance companies and PMS providers looking for partners, and financial-planning software and research firms use it.

Guide: Best B2B data providers in India (2026): 10 compared

All India 42 cities 13 fields Updated Oct 2026
Investment ConsultantsInvestment AdvisorsInvestment AdvisersFinance Consultants, Investment ConsultantsInvestment Consultants, Life Insurance Agents-ICICIMutual Fund Agents, Investment Consultants
Free sample PDF

About this list

This list has 6,141 investment advisers & financial planners across India with contact details. 97% have a mobile number, 35% an email address, 19% a landline and 9% a website. 95% come with a street address, 51% with the contact person's name and 91% with a PIN code.

They cover 23 states and 42 cities. The most are in Maharashtra (4,817), Gujarat (324) and Delhi (265), followed by Rajasthan, Karnataka and Tamil Nadu; the top cities are Mumbai, Delhi and Vadodara.

The three biggest states hold 88% of them; the other 20 share the rest.

By category, the biggest groups are Investment Consultants (3,891), Investment Advisors (1,185) and Investment Advisers (852).

See 60 real contacts free, as an Excel sample or a PDF, then download all 6,141 for ₹499 (90% off). Pay by UPI or bank transfer; the file is ready in your account once the payment is confirmed.

Questions about this list

How many investment advisers & financial planners are there in India?

This list has 6,141 investment advisers & financial planners across India with contact details, 97% of them with a mobile number. It's the count in Starleads' data, not an official census.

How can I get the contact numbers of investment advisers & financial planners in India?

Download this list in Excel: 6,141 contacts, 97% with a mobile number and 35% with an email address. Check 60 real contacts free first, then pay ₹499 (90% off) by UPI or bank transfer.

Which cities in India have the most investment advisers & financial planners?

Mumbai (4,625), Delhi (243), Vadodara (173), Jaipur (155) and Pune (152).

Is there a free investment advisers & financial planners list PDF for India?

Yes. The free sample PDF has 60 contacts from this list, with phone numbers and emails partly masked. The full list comes as an Excel workbook.

60 real contacts from this list. Phone numbers and emails are partly masked here; the list you buy is complete.

# BusinessContact person Category MobileLandlineEmail Website AddressCityStatePIN
1 Industrial Credit & Investment Corporation of IndiaSanjeev Mahndiratta Investment Advisors +91 99888 XXXXX0172-508XXXXsa••••••••••••••••••@icicibank.com SCO 145, Main RoadChandigarhChandigarh160002
2 Life Insurance & Investment ConsultantAshutosh Sood Investment Advisers +91 98141 XXXXX0172-262XXXXas•••••••@gmail.com Booth No 1, Near Sector 16DChandigarhChandigarh160015
3 Neeta RanaRana Investment Advisors +91 98728 XXXXXne•••••••••••@yahoo.co.in 3296/I, Navneet Park Opp Ketav PetrolChandigarhChandigarh160001
4 Rnis College of Financial Planning Investment Advisers +91 98141 XXXXX0172-270XXXXan••••••••@gmail.com SCO 1-2-3, 3rd Floor, Sector -17B, Above SBI TreasuryChandigarhChandigarh160017
5 Wealth Doctor Investment Advisors Pvt. LtdManager Investment Advisers +91 92160 XXXXXma•••@wealthdoctor.in SCO No. 50-51, Lower Level Industrial Area Phase IIChandigarhChandigarh160022
6 Bull BrothersDevender Jain Investment Advisors +91 93100 XXXXX011-2250XXXXbu•••••••••••••@yahoo.com www.bullbrothers.in 2nd Floor, 159 MadhubanDelhiDelhi110092
7 Financial Investment AdvisorDeepak Malhotra Investment Advisers +91 97119 XXXXX011-2258XXXXde•••••••••••••••••@yahoo.com No. C-56/X-2, near Dilshad Garden Post Office Dilshad GardenDelhiDelhi110095
8 Gupta Insurance & Investment AdvisorSeema Gupta Investment Advisers +91 98680 XXXXXgu••••••••••@yahoo.in D-875, Netaji Nagar, Near Leela Palace, Suvidha MktDelhiDelhi110023
9 Metro Financial & Investment ConsultantKuljeet Investment Advisers +91 98101 XXXXX011-4729XXXXku•••••@metrortc.com www.metrortc.com 1026/17, Near Karol BaghDelhiDelhi110005
10 Taneja Insurance & Investment ConsultantS.K. Taneja Investment Advisers +91 98101 XXXXX011-2760XXXXs.••••••••@gmail.com No. 21, near Timarpur Police Station Civil Lines Delhi 110054DelhiDelhi110009
11 Astha Insurance and Investment ConsultancySanjay Patel Investment Advisers +91 79304 XXXXXsa•••••••••••••@yahoo.com F-11, 2nd Floor, Moon Light Complex, Drive in Road, Memnagar, Opp GurukulAhmedabadGujarat380052
12 Batter Insurance & Investment ConsultancyNilesh Jain Investment Advisers +91 79275 XXXXX079-2750XXXXni••••••••••••@gmail.com C-409, Supath Complex-2, N/r, Sentron Hotel WadajAhmedabadGujarat380013
13 Foram Investment AdvisorySanjay Investment Advisers +91 98240 XXXXXsa•••••••••••••@gmail.com 20, Shubhlaxmi Complex, Near Sanghvi SchoolAhmedabadGujarat380009
14 Ghanshyam Patel Investment AdvisoryGhanshyam Patel Investment Advisers +91 79275 XXXXXgr•••••••@gmail.com 22, Rameshpark Society, Usmanpura, Near Hotel Fortune LandmarkAhmedabadGujarat380013
15 Manglam Investment AdvisoryRushit Shah Investment Advisers +91 79274 XXXXX079-2745XXXXma•••••••••@yahoo.co.in www.manglaminvestment.com B-3, Premkunj Society, Mirambika Road, Naranpura, Opposite Mirambika SchoolAhmedabadGujarat380013
16 Ashish H RanaAshish Investment Advisors +91 98795 XXXXX0261-279XXXXpi•••••••••@yahoo.co.in 34, VastralSuratGujarat395009
17 Mohit Goyal Insurance & Investment ConsultantRadhey Shyam Investment Advisers +91 81282 XXXXXdr•••••••••••••@gmail.com Gc 1st Floor, West Field Shopping Center, Near Ram Chowk, Near Ghoddod RoadSuratGujarat395007
18 Moneytree Financial PlannersSumit Nahata Investment Advisers +91 98985 XXXXXgo••••••••@gmail.com www.moneytree.financial B-104, Surya Complex, Opp Sajni Complex, City Light Road Line 2: (optional)SuratGujarat395007
19 Smc Global Securites LtdPrashant Dave Investment Advisors +91 97248 XXXXX0261-392XXXXpr••••••••••@smcindiaonline.com www.smcindiaonline.com Empire State Building, 8th Floor, 801 8th, 100 Feet Road 5th BlockSuratGujarat395002
20 Urmi Investment ConsultancyDinesh Bhalawan Investment Advisors +91 98241 XXXXX0261-321XXXXbh••••••@gmail.com Centre Point, L 17SuratGujarat395002
21 Ankit Insurance and Investment ConsultancyNeena B Desai Investment Advisers +91 98240 XXXXX0265-263XXXXbi••••••••••@hotmail.com Madhuvan 3, Rajendra Society, Manjalpur Road, Opposite Lg ShowroomVadodaraGujarat390011
22 Global Exim ServicesUpendra Investment Advisors +91 98980 XXXXX0265-248XXXXjs•••••••@rediffmail.com www.eximclasses.com Paradise Complex, 304, Kiadb Indl AreaVadodaraGujarat390005
23 Insurance & Investment AdvisorsMr Devang Shah Investment Advisers +91 98251 XXXXX0265-243XXXXde•••••••••••@yahoo.co.in Shree Dwarkesh Complex, GF/2, 92-A, Hanuman RoadVadodaraGujarat390007
24 Piplodwala Investment ConsultantZuzar Piplodwala Investment Advisers +91 98254 XXXXXin•••@piplodwala.com www.piplodwala.com 30 Silver Rock 2nd Floor, Makarpura Road, Near MakarpuraVadodaraGujarat390014
25 Value Plus Investment Advisors Pvt LtdH P Shah Investment Advisers +91 98250 XXXXX0265-662XXXXin•••@valueplusinv.com www.valueplusinv.com GF-428, Productivity House, Ground Floor, Bpc RoadVadodaraGujarat390007
26 Allegro Capital Pvt LtdMr Kuleshwar Singh Investment Advisors +91 98864 XXXXX080-6707XXXXma•••••••••@allegroadvisors.com www.allegroadvisors.com 9th Floor, The Residency, 2, 1st Main, 1st A Cross, Ckc GardenBengaluruKarnataka560025
27 Bluechip Corporate Investment Centre LtdRaghav Poojari Investment Advisors +91 96202 XXXXX080-6667XXXXma••••••••••@bluechipindia.co.in www.bluechipindia.co.in 10, Near MicrolandBengaluruKarnataka560034
28 FraunhoferAnandi V Iyer Investment Advisors +91 98455 XXXXX080-4096XXXXan•••••••••@fraunhofer.in www.fraunhofer.in Prestige Meridian II Towers, 901 902 30, Sector 22 BBengaluruKarnataka560001
29 Gavera Finance & Investment Consultancy ServicesGanesh Investment Advisers +91 98800 XXXXX080-2321XXXXga•••••••@yahoo.com 4, Shimlapuri, Behind AttiguppeBengaluruKarnataka560040
30 Sieco Engineers Pvt LtdMahesh Investment Advisors +91 92434 XXXXX080-2783XXXXsi••••••••••••@yahoo.com www.siecoengineers.com 25, Hosur Road Bommasandra Industrial AreaBengaluruKarnataka562158
31 Arthashastra Financial PlannersManager Investment Advisers +91 98207 XXXXX022-2862XXXXad•••@aarthashastra.com www.aarthashastra.com Shop No 18, V L Road, Jethwa Nagar, Kandivili WestMumbaiMaharashtra400067
32 Bajaj CapitalPurushottam Dabke Investment Consultants +91 98670 XXXXX040-2373XXXXin•••@bajajcapital.com www.bajajcapital.com 8-3-945/A/6 Grnd Flr Mallesh Yadav Complex, Main Road, Ameerpet, Hyderabad - 500016MumbaiMaharashtra401104
33 Credit Suisse Consulting (india) (p) LtdAmit Investment Consultants, Investment Consultants for Nri +91 93242 XXXXX022-6777XXXXhe•••••••••@credit-suisse.com 9th Floor, Ceejay House, Plot F, Dr Annie Besant Road, Shivsagar Estate, WorliMumbaiMaharashtra400018
34 Patco Financial Investment ConsultancyAli Asgar Patla Investment Advisers +91 98335 XXXXX022-6702XXXXap••••••••@yahoo.com Pandi Chawl, Safe Pool Sndheri Road, Opposite Malika Beer BarMumbaiMaharashtra400072
35 Shah Investment ConsultancyMS Deepesh Shah Investment Advisers +91 98690 XXXXX022-2562XXXXsh•••••••••••@yahoo.co.in C/2 Flat No 204 Veena Sagar Society, Lbs Marg, Opposite Saraswat Bank Veena Nagar, Mulund WestMumbaiMaharashtra400080
36 Almondz Global Securities LtdDeepak Investment Advisors +91 94220 XXXXX020-3253XXXXpr•••••••••••••@almondz.com www.almondzglobal.com Shree Shailya Apartment, 1170PuneMaharashtra411030
37 M Power InvestmentNaresh Gandhi Investment Advisors +91 93710 XXXXX020-2421XXXXem••••••••••••@yahoo.co.in www.mpowerinvest.com Rajdhani Complex, 820, Dr Rajkumar Road, Near Shankar Maharaj MhalaPuneMaharashtra411043
38 Midas TouchMrs Neelam Investment Advisors +91 93250 XXXXX020-2553XXXXin••••@themidastouch.in www.themidastouch.in 1201/11, 4th Cross, DoddannaPuneMaharashtra411004
39 Money Talk Financial PlannersPriya Konde Vaidehi Bhagwat Investment Advisers +91 98504 XXXXX020-6682XXXXmo•••••••••@gmail.com www.moneytalk.co.in Orange Life, Office NO.1, Sus Road, Opposite Datta TemplePuneMaharashtra411021
40 Thatte Investment ConsultantsAjay Thatte Investment Advisers +91 99876 XXXXX020-3301XXXXaj••••••••@hotmail.com 1 Trimbak Apartments 1204/27, Pizza Hut Lane, Pune - 411004, Near Jangali Maharaj RoadPuneMaharashtra411005
41 Financial PlannerVishal Sharma Investment Advisers +91 94140 XXXXXvi•••••••••••••@gmail.com www.vishalsharmalic.com Durgapura Durga Vihar 44JaipurRajasthan302018
42 Investment ConsultantVishal Sharma Investment Advisors +91 94140 XXXXX0141-274XXXXvi•••••••••••@hotmail.com Metro Tower, F-2, Near Sahara ChamberJaipurRajasthan302015
43 Jajoo Vipin KumarVipin Kumar Jajoo Investment Advisors +91 94142 XXXXX0141-257XXXXja•••••@yahoo.com 244, Malpani Bldg, Near Purohit Ji Ka KatlaJaipurRajasthan302003
44 Prudent Corporate Advisory Services LtdAseem Jain Investment Advisors +91 93140 XXXXX0141-401XXXXas••••••••@prudentcorporate.com www.prudentcorporate.com Ganpati Plaza, 243JaipurRajasthan302001
45 R B ConsultantsRakesh Bhati Investment Advisors +91 94143 XXXXX0141-641XXXXra••••••••••••@yahoo.com Behind SBI Atm, Opposite Netaji Ki Chakki, Niwaru RoadJaipurRajasthan302012
46 Chandramouli Investment ConsultantChandramouli Investment Advisers +91 98400 XXXXX044-2265XXXXmo••••••••@yahoo.co.in No 2 A Door No 84 Ayodhaya Appartment, Radha Nagar Main Road, Near SubhiChennaiTamil Nadu600044
47 Purplepond Investment Advisory Pvt LtdSarath Investment Advisers 044-4265XXXXco•••••@purplepond.in www.purplepond.in Suite 603, Challamall, Sir Thiyagaraya Road, Opp To GlobusChennaiTamil Nadu600017
48 Ravi Shankar Investment ConsultantRavi Shankar Investment Advisers +91 90254 XXXXXwh•••••••••••••••••••@gmail.com No. 42, near Corporation Office Shenoy NagarChennaiTamil Nadu600030
49 Riverbridge Investment Advisors Private LimitedMuthuraman N Investment Advisers +91 99520 XXXXXmu••••••••@riverbridge.in www.riverbridge.in No. 27, Flat No. 3 B, near Mathsya Hotel T. NagarChennaiTamil Nadu600017
50 V Investment ConsultantVignesh Investment Advisers +91 98408 XXXXXad••••••••••••••••••••@gmail.com No. 27/6, near Aruna Hotel T. NagarChennaiTamil Nadu600017
51 Crvj Investment Consultants Pvt Ltd Investment Advisers +91 99490 XXXXX040-6677XXXXse••••••@crvjinvcon.com www.crvjinvcon.com Srt 43, Near Ashok NagarHyderabadTelangana500020
52 Meticulous Financial PlannersMoksha Kalyanram Abhiramula Investment Advisers +91 99515 XXXXXab••••••••@gmail.com Flat No. 204, Second Floor, No. 2- 22- 263, A. S. Raju Nagar, KukatpallyHyderabadTelangana500072
53 Pnr Wealth & Financial Planners Pvt. Ltd Investment Advisers +91 94901 XXXXXho•••••••@pnrfp.com www.pnrfp.com 2nd Floor, in Tnc Building Hyder NagarHyderabadTelangana500085
54 Rudh Equities & Investment Advisor Pvt LtdRupesh Soni Investment Advisers +91 99491 XXXXX040-6641XXXXta•••••••••••@gmail.com 6-3-352, Osman Plaza, 5 Th Floor, Road No 1, Near Banjara HillsHyderabadTelangana500034
55 Sri Investment PlannersSrinivas Investment Advisers +91 99488 XXXXX040-4015XXXXsr••••••••••••••@gmail.com Shop NO.14, First Floor, H.M Ishaque Estate, Mahatma Gandhi Road, Near SecunderabadHyderabadTelangana500003
56 Atul Khurana Insurance & Investment ConsultantAtul Khurana Investment Advisers +91 92121 XXXXXin••••••••••••••••••@rediffmail.com Shop No. B53, near Bhagirath School Sanjay NagarGhaziabadUttar Pradesh201002
57 Garg Group of Insurance and Investment ConsultancySunil Garg Investment Advisers +91 98712 XXXXXsu•••••••••@gmail.com No. FB-208, 1st Floor, near Ambe Hospital SahibabadGhaziabadUttar Pradesh201005
58 Garg Investment ConsultantsM C Garg Investment Advisers +91 98105 XXXXX0120-277XXXX 2nd B 134 Vaishali . Ghaziabad UpGhaziabadUttar Pradesh201010
59 Geojit B N P Paribas Financial Services Ltd Investment Advisors +91 93125 XXXXX0120-434XXXXla•••••••••••@geojit.com 2nd Floor, 8&9, M G RoadGhaziabadUttar Pradesh201010
60 Manglam Capital Management CompanyLalit Bansal Investment Advisors +91 99710 XXXXXma••••••••••••@gmail.com B 133GhaziabadUttar Pradesh201005
Download the sample (Excel) Sample as PDF

What's in each record

Share of contacts that have each field

  • Business / company name100%
  • Contact person51%
  • Category100%
  • Mobile97%
  • Alternate mobile21%
  • Landline19%
  • Email35%
  • Website9%
  • Address95%
  • Locality84%
  • City99%
  • State99%
  • PIN code91%

Top cities

  • Mumbai4,625
  • Delhi243
  • Vadodara173
  • Jaipur155
  • Pune152
  • Bengaluru133
  • Surat94
  • Hyderabad50
  • Ahmedabad41
  • Chennai41

By category

  • Investment Consultants3,891
  • Investment Advisors1,185
  • Investment Advisers852
  • Finance Consultants, Investment Consultants6
  • Investment Consultants, Life Insurance Agents-ICICI5
  • Mutual Fund Agents, Investment Consultants5
  • Insurance & Investment Advisors5
  • Insurance Agents, Investment Consultants, Insurance4
  • Insurance Agents, Investment Consultants, Life Insurance4
  • Investment Consultants, Insurance Consultants4
  • Investment Consultants, Investment Consultants for Nri4
  • Investment Consultants, Mutual Fund Consultants4

State by state

Maharashtra15 cities · 4,817
Gujarat9 cities · 324
Delhi3 cities · 265
Rajasthan9 cities · 210
Karnataka8 cities · 142
Tamil Nadu5 cities · 63
Uttar Pradesh9 cities · 59
Telangana1 city · 50
Haryana5 cities · 38
Chandigarh1 city · 30
Punjab3 cities · 21
West Bengal2 cities · 21
Madhya Pradesh2 cities · 11
Uttarakhand2 cities · 6
Jharkhand3 cities · 4
Bihar3 cities · 3
Andhra Pradesh2 cities · 2
Assam1 city · 2
Kerala1 city · 2
Odisha2 cities · 2
Chhattisgarh1 city · 1
Himachal Pradesh1 city · 1
Jammu & Kashmir1 city · 1

What you get

  • An Excel workbookOverview with coverage and top cities, a filterable data sheet, and a field guide.
  • Delivered automaticallyYour file appears in your account as soon as the payment is confirmed. The link works for 30 days.
  • Invoice includedDownload the invoice from your order once the payment is confirmed.
  • Cleaned and de-duplicatedStandardised numbers and addresses; sources with mismatched contacts were removed.

Questions

Can I call or SMS these numbers?

Check every number against the TRAI NCPR (Do Not Disturb) registry before a promotional call or SMS, identify yourself, and stop contacting anyone who asks you to.

How fresh is the data?

The list was cleaned and rebuilt in October 2026. Contact details change over time, which is why every list shows its sample and field coverage before you buy.

Can I get a refund?

Before delivery, yes. After delivery we replace or refund files that are corrupt or materially different from the description - see the refund policy.

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