Understand the Different Types of Financial Advisors Available in India
These professionals (often CFPs or SEBI-registered IAs) charge a fixed fee to create a customized financial plan. They don’t earn commissions & offering truly unbiased advice.

These advisors offer financial planning along with investment execution, earning through commissions or fees. They often specialize in mutual funds, insurance, or tax planning and are regulated by bodies like AMFI or IRDA.

AI-driven digital platforms that provide automated, rule-based financial planning. They offer services like expense tracking, mutual fund recommendations, insurance planning, and basic tax guidance—all with minimal human intervention.

Browse profiles of certified financial planners, mutual fund distributors, and brokers in just a few clicks.
Check qualifications, experience, and user reviews to find the perfect match for your needs.
Schedule a free call or meeting and kickstart your personalized financial journey with confidence.
How We Ensure You Always Get the Sahi Financial Advice
We ensure timely, advance payments for your consultations, so you can focus on offering great advice without worrying about follow-ups.
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