Investment Advisers & Financial Planners in Mumbai

4,625contacts
98%mobile
34%email

Investment Advisers & Financial Planners in Mumbai

Professional Services · City list

4,625 businesses in Mumbai, Maharashtra, 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: How to find business contact numbers in any Indian city

Mumbai, Maharashtra 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 4,625 investment advisers & financial planners in Mumbai, Maharashtra with contact details. 98% have a mobile number, 34% an email address, 13% a landline and 10% a website. 96% come with a street address, 50% with the contact person's name and 92% with a PIN code.

Where a locality is given, most are in Fort (428), Borivali West (228) and Nariman Point (167), followed by Andheri East, Andheri West and Mulund West.

By category, the biggest groups are Investment Consultants (3,891), Investment Advisors (286) and Investment Advisers (252).

See 60 real contacts free, as an Excel sample or a PDF, then download all 4,625 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 Mumbai?

This list has 4,625 investment advisers & financial planners in Mumbai, Maharashtra with contact details, 98% 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 Mumbai?

Download this list in Excel: 4,625 contacts, 98% with a mobile number and 34% with an email address. Check 60 real contacts free first, then pay ₹499 (90% off) by UPI or bank transfer.

Which areas of Mumbai have the most investment advisers & financial planners?

Fort (428), Borivali West (228), Nariman Point (167), Andheri East (155) and Andheri West (147).

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

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 Ajmera Investment ConsultantsMr Pankaj Ajmera Investment Advisers +91 98337 XXXXX022-2801XXXXaj•••••@hotmail.com J/504, Sumer Nagar, S V Road, Near Fly Over Bridge, Opp Mc Donald, Borivili WestMumbaiMaharashtra400091
2 Alternative Investment AdvisoryM Jaya Shankar Investment Advisers 022-2857XXXXsa••••••••@yahoo.co.in Hillside Raheja Vihar, Off Chandivali Studio Road, PowaiMumbaiMaharashtra400072
3 Aman Investment ConsultancyMr Samir Bheda Investment Advisers +91 98204 XXXXX022-6598XXXXsa••••••••@gmail.com 406 Damji Shamji Trade Centre, Opp Vidya Vihar Railway Station & Bus DepoMumbaiMaharashtra400086
4 Ameya Investment Consultants Navi MumbaiRaj Investment Advisers +91 93245 XXXXX022-2789XXXXap••••••@yahoo.com 1st Flr Shree Complex, Tilak Nagar Dombivili, 421201MumbaiMaharashtra400708
5 Anil RawlaniMr Anil Investment Consultants +91 98702 XXXXX022-2530XXXXan•••••••••@yahoo.com Best Bus Depot Bldg, Opp Rly Stn, Bandra W, Mumbai - 400050MumbaiMaharashtra400601
6 Arsh Investment Consultants Company Pvt LtdMr Ikram D Patel, Mr Mohsin J S Ansari Investment Advisers +91 98709 XXXXXar••••••••@yahoo.com www.arshinvestment.com Shop No 73, Level 2, Dewan Centre, S V Road, Hotel Mina, Jogeshwari WestMumbaiMaharashtra400102
7 Arthashastra Financial PlannersManager Investment Advisers +91 98207 XXXXX022-2862XXXXad•••@aarthashastra.com www.aarthashastra.com Shop No 18, V L Road, Jethwa Nagar, Kandivili WestMumbaiMaharashtra400067
8 Athurva Investment ConsultantMilind Dhuri Investment Advisers +91 98677 XXXXX022-2657XXXXmi••••••••@rediffmail.com No. 304/5, near New English School Bandra EastMumbaiMaharashtra400051
9 Atul Mehta Investment ConsultantsMr Atul Mehta Investment Advisers +91 93244 XXXXX022-3293XXXXkr••••••••••@indiatimes.com 54 4th Floor, Himat Nagar Opposite Gokul Hotel, Borivili WestMumbaiMaharashtra400091
10 Bairagra Insurance & Investment ConsultantMr Shyamsunder Investment Advisers +91 98202 XXXXX022-2682XXXXsh••••••@vsnl.net Office No. 93, 3rd Floor, Building No. 342, near Kalbadevi Temple KalbadeviMumbaiMaharashtra400002
11 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
12 Bhandarkar Investment Consultancy ServicesManager Investment Advisers +91 98210 XXXXX022-2808XXXXni•••••••@bhandarkarinvestments.com Ground Floor, Vardhman Nagar, Narsing Lane, Near N. L High School, Malad (w)MumbaiMaharashtra400064
13 Bluechip Corporate Investment Centre LtdRam Tamodkar Investment Consultants +91 98928 XXXXXma••••••@bluechipindia.co.in www.bluechipindia.co.in No. 5MumbaiMaharashtra400093
14 Classic Investment Consultancy H OMr Brijesh Bhuta Investment Advisers +91 98197 XXXXX022-2806XXXXbh•••••••••••@yahoo.co.in A Wing 201/202 Shankar Park, Shankar Ln, Near Kandivali WestMumbaiMaharashtra400067
15 Cover AllJyoti Investment Consultants +91 93232 XXXXX022-3290XXXXco••••••@rediffmail.com Mahila Sang Building 2nd Floor, Subhash Road, Vile Parle E, Mumbai - 400057MumbaiMaharashtra400002
16 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
17 Cyriline Investment ServicesCyril Fernandes Investment Advisors +91 98213 XXXXX022-2895XXXXcy•••••••••••••@rediffmail.com Akshar Apartment, Shop No 1, Bara Chawl No 10 Sun Mill Lane, Near Eksar TalaoMumbaiMaharashtra400091
18 Damle Insurance & Investment AdvisorsManager Investment Advisers +91 98202 XXXXX022-2430XXXXda•••••••••@gmail.com 201/ Rajanigandha Building, V S Agashe Path, Babasaheb Ambedkar Nagar, Dadar WestMumbaiMaharashtra400028
19 Datta Pawar Insurance & Investment ConsultantDattapawar Investment Advisers +91 98691 XXXXX022-2301XXXXff••••••••@yahoo.co.in 28 1st Flr Dheeraj Heritage, S V Road, Opp Milan Subway, Santacruz WestMumbaiMaharashtra400011
20 Dushyant V ShahMr Dushyant Shah Investment Consultants +91 93243 XXXXX022-2806XXXXdu•••••••••••@rediffmail.com B 3/4 Shiv Parvati, Malad W, Mumbai - 400064MumbaiMaharashtra400020
21 Essvee Investment Advisors (p) LtdR Ramesh Investment Advisers 022-5630XXXXra••••@essvee.in Free Press House, Nariman PointMumbaiMaharashtra400021
22 Everstone Investment Advisor (p) LtdAnindya Roy Investment Advisers 022-6642XXXXar•••@everstonecapital.com F C H House, Ganpatrao Kadam Marg, Peninsula Corporate Park, Lower Parel (w)MumbaiMaharashtra400013
23 Financial and Investment ConsultancyVaiddyanathan Investment Advisers +91 96193 XXXXX022-2506XXXXsv••••••••••••@gmail.com 1/89, Chandra, Ubi Lane, Garodia Nagar, Near LioMumbaiMaharashtra400077
24 Focus Consultancy & Services Pvt LtdSuresh Investment Advisors +91 98331 XXXXX022-6521XXXXfo••••••••••@yahoo.co.in 60MumbaiMaharashtra400050
25 Harmony Insurance & Investment ConsultantsMr Vipul Jani Investment Advisers +91 98216 XXXXX022-2610XXXXvi••••••@rediffmail.com Shop No 5, Near Chincholi Fatak Opp Visawa Building Govind Nagar, Malad E, Mumbai - 400097MumbaiMaharashtra400004
26 Henry Lobo Financial PlannerMr Henry V Lobo Investment Advisers +91 90223 XXXXX022-6573XXXXhe•••••••••••@rediffmail.com Building No 4, Flat No 276, S Lanjekar Marg, Kala Chowki, Abhyudaya NagarMumbaiMaharashtra400033
27 Heta Investment ConsultantMr Vikas Vadgada Investment Consultants +91 98202 XXXXX022-6507XXXXvi••••••••••@rediffmail.com J N Road, Masjid, Mumbai - 400003MumbaiMaharashtra400092
28 Horizon Financial PlannerSheetal Toke Investment Advisers +91 98337 XXXXXsh•••••••••@horizonfp.in horizonfp.co.in Shop No. 7, Bulding No. 64, near Abhyudaya Bank Kurla EastMumbaiMaharashtra400024
29 India Capital Research & Advisors Pvt LtdSreeram Viswamani Investment Advisors +91 98205 XXXXX022-2670XXXXsr•••••@rediffmail.com A 1/4, Sai Layout KonappanagraharaMumbaiMaharashtra400058
30 Investment CenterAnil Shah Investment Advisors +91 93232 XXXXX022-2832XXXXac•••••@investmentcentre.in 3rd Floor, Vertex Vikas Building, 105/A, 1st Main, 5th Cross, Timber Layout Mysore Road, Above Khyber RestaurantMumbaiMaharashtra400069
31 Investment HighwaySarita Investment Advisors +91 98925 XXXXX022-2490XXXXin•••••••••@gmail.com R No 2 1st Flr Ashtavinayak Nivas, Rawal Pada Ganesh Nagar, W E Highway, Dahisar, Mumbai - 400068MumbaiMaharashtra400066
32 Iris Investment Advisors (p) LtdShivam Choudhary Investment Advisers 022-2639XXXXsh••••@irisinvestment.com Laxmi Mall, New Link Road, Laxmi Industrial EstateMumbaiMaharashtra400053
33 K R Choksey Shares & Securities (dalal Street)Zaheer Investment Consultants +91 98209 XXXXX022-6653XXXX www.krchoksey.com F-20 Nanddham Indl Est, Marol, Andheri E, 400059MumbaiMaharashtra400058
34 Ketan V ShahDivya Investment Consultants +91 98204 XXXXX022-6666XXXXke•••••••••@rediffmail.com A 1/201 Tarangan Pleasant Park, Mira Bhyander Road, Mira Road, Thane - 401107MumbaiMaharashtra400050
35 Kishor Rupchand RaisinghaniMr Kishore Raisinghania Investment Advisors +91 92232 XXXXX022-2643XXXXki••••••••••••••••@yahoo.co.in Shop No 5/6/7/8 Jayant Co Op Housing Society, Appasahes Marathe Marg, Prabhadevi, Mumbai - 400025MumbaiMaharashtra400050
36 Kshitij Investment Advisory Company LtdVizak Badhniwalla Investment Advisers 022-4043XXXXvi•••••••••••••••@gmail.com Fch House, Peninsula Corporate Park, G.K. Marg, LoMumbaiMaharashtra400013
37 Luhem Comprehensive Financial Planners Investment Advisers +91 98190 XXXXX022-2613XXXXhi••••••@luhem.com www.luhem.in B-404 Krishna Kunj, Malviya Road, Near Vile Parle EastMumbaiMaharashtra400057
38 Mahavir Investment Consultant & Financial PlannerNikhil Dedhia Investment Advisers +91 98703 XXXXXni••••••••••@yahoo.com Ramchandra Niwas, Char Rasta, Dombivli East, Thane, Opp Phadke Watch CentreMumbaiMaharashtra421201
39 Mehtas Insurance & Investment ConsultancyManager Investment Advisers +91 98201 XXXXX022-2880XXXXme•••••@rediffmail.com 3 Nalin Apartment, Pawan Baug Road, Near Malad WestMumbaiMaharashtra400064
40 Mukesh Investment ConsultancyMr Mukesh Investment Advisers +91 92233 XXXXX022-2381XXXXmu••••••••••@hotmail.com 29, Sita Kunj, A G Street, Opera HouseMumbaiMaharashtra400004
41 Naik Ventures Pvt Ltd Borivali WDinesh Finance Companies, Investment Consultants, Finance +91 99308 XXXXX022-2860XXXXno••••••••@gmail.com Plot No 43/234, Gayatri Krupa, Sector No 6, Near Ambe Mata Mandir, Charkop Rdp 7, Kandivili WestMumbaiMaharashtra400067
42 Nickle & Greenback Investment Consultants Pvt LtdHarshad A Kela Investment Advisers +91 98213 XXXXX022-3020XXXXha•••••••••@rediffmail.com 1st Floor, Giri Niwas, 4&5MumbaiMaharashtra400001
43 Nimoli InvestmentsVicky Shah Investment Advisors +91 99205 XXXXX022-2864XXXXth••••••••@yahoo.com Arihant Cmplx, Opp Sagar Petrol Pump, Western Express Highway Sativali, Vasai E, 401208MumbaiMaharashtra400092
44 Nirvi Investment ConsultantRignesh N Upadhyay Investment Advisers +91 98204 XXXXX022-2164XXXXri•••••••@yahoo.co.in 204 Blue Maunton Yogi Hill, Mulund West, Near Swapna NagriMumbaiMaharashtra400080
45 Om InvestmentSuresh N Patil Investment Advisors +91 93246 XXXXX022-3246XXXXsu•••••••••••@gmail.com B/18, Agarwal Market, Monghibai Road, Vile Parle E, Mumbai - 400057MumbaiMaharashtra400068
46 P H Financial & Investment Consultants Pvt LtdParag Hemdev Investment Advisers +91 98200 XXXXX022-4050XXXXin•••••••@sify.com Marol, Near Sahar Raod Opposite Hsbc BankMumbaiMaharashtra400069
47 Patco Financial Investment ConsultancyAli Asgar Patla Investment Advisers +91 98335 XXXXX022-6702XXXXap••••••••@yahoo.com Pandi Chawl, Safe Pool Sndheri Road, Opposite Malika Beer BarMumbaiMaharashtra400072
48 Praado Investment ConsultancyPrajakt Doshi Investment Advisers +91 98204 XXXXXdo••••••••••@hotmail.com www.praado.com Bhakti Park WadalaMumbaiMaharashtra400019
49 Prudent Corporate Advisory ServicesMS Suruchi Rastogi Investment Consultants +91 99870 XXXXX022-6515XXXXsh••••@prudentcorporate.com Shop No 1 Patil Bhoier Apts, Manpada Road, Dombivili Indl Area, Thane - 421203MumbaiMaharashtra400069
50 Quest Investment Advisor (p) LtdRishika Investment Advisers +91 98200 XXXXX022-2407XXXX 4 Patil Sainath Plaza, Near Railway Station, Mulund W, J N Road, Mumbai - 400080MumbaiMaharashtra400022
51 Rajiv Khanna & AssociatesMr Rajiv D Khanna Tax Consultants, Investment Consultants +91 98205 XXXXX022-2342XXXXra••••••@vsnl.net 2 Gr Flr, Kusumanjali Building, Gokhale Road, Naupada W Thane, Thane - 400602MumbaiMaharashtra400004
52 Ricoresearch Investment AdvisorRajesh Awate Investment Advisers +91 90294 XXXXXra••••••••••••@gmail.com www.ricoresearch.com A-2, 1:1, Shri Ganesh C.H.S, Sector-28, Nerul(w), NaviMumbaiMaharashtra400706
53 S E Investments Ltd Investment Advisors +91 99874 XXXXX022-4228XXXXsa•••••@seil.in www.seil.in 6th Floor, Old Airport Road, Konena AgraharaMumbaiMaharashtra400093
54 Satyam InvestmentsAnil Thakkar Investment Advisors +91 98338 XXXXX022-6576XXXXji•••••••••••@rediffmail.com No. 599, Ground Floor, Near Mageshwari BhavanMumbaiMaharashtra400071
55 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
56 Sharad S Gaikwad & CoDinesh Finance Consultants, Investment Consultants, Investment +91 99202 XXXXX022-2436XXXXas•••@rediffmail.com 33/901 Seawoods Est Nri Cmplx, Palm Beach Road, NaviMumbaiMaharashtra400703
57 Shirsekar Brothers Insurance Tax & Investment ConsultantShirsekar Investment Advisers +91 98670 XXXXXsh•••••••••••••••@gmail.com No. A4, near Castle Mill Thane WestMumbaiMaharashtra400007
58 Varsha Investment Consultants ( Branch Office ) Investment Advisers +91 98191 XXXXX022-2640XXXXva•••••••@vsnl.net www.varshainvestments.com G 2, Fatima Villa, 29th Road, Near Bandra WestMumbaiMaharashtra400050
59 Vinod More Insurance & Investment ConsultantVinod More Investment Advisers +91 93222 XXXXX022-2819XXXXvi••••••••••••@rediffmail.com Motilal Nagar No. 1, No. 285/2259, Near Siddharth Hospital, Goregaon West, Near Post OfficeMumbaiMaharashtra400104
60 Your Trustworthy Financial PlannerSujit Shah Investment Advisers +91 98192 XXXXX022-2684XXXXsh•••••••@gmail.com 701, Crystal Tower Chs, Off. M. V. Road, Opp Natraj Studio, Opp LanMumbaiMaharashtra400069
Download the sample (Excel) Sample as PDF

What's in each record

Share of contacts that have each field

  • Business / company name100%
  • Contact person50%
  • Category100%
  • Mobile98%
  • Alternate mobile23%
  • Landline13%
  • Email34%
  • Website10%
  • Address96%
  • Locality88%
  • City100%
  • State100%
  • PIN code92%

Top localities

  • Fort428
  • Borivali West228
  • Nariman Point167
  • Andheri East155
  • Andheri West147
  • Mulund West139
  • Malad West119
  • Kandivali West107
  • Vile Parle East89
  • Kalbadevi81

By category

  • Investment Consultants3,891
  • Investment Advisors286
  • Investment Advisers252
  • Finance Consultants, Investment Consultants6
  • Investment Consultants, Life Insurance Agents-ICICI5
  • Mutual Fund Agents, Investment Consultants5
  • 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
  • Tax Consultants, Investment Consultants4

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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