Artha Sarathi

Why Artha Sarthi

What are the different kinds of advisors in india?

India’s financial landscape offers a wide range of advisors, each catering to different needs and preferences. From fee-only financial planners who charge a fixed fee for unbiased advice, to commission-based advisors who help with execution and earn through product-linked commissions—there’s an expert for every kind of investor. Many of these professionals specialize in mutual funds, insurance, tax planning, or retirement, and are regulated by bodies like SEBI, AMFI, or IRDAI.

In recent years, Robo-Advisors have also gained popularity, offering automated, AI-driven financial planning solutions. These platforms help users manage expenses, invest in mutual funds, and get tax recommendations with minimal human interaction. Whether you prefer a traditional, human-centric approach or a digital-first experience, understanding these options can help you choose the right path for your unique financial goals.

Advisorscape

Explore Your Advice Options

Understand the Different Types of Financial Advisors Available in India

Fee-Only Financial Planners

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.

Commission-Based Financial Advisors

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.

Robo Advisors

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.

Find, Compare & Connect – Financial Experts at Your Fingertips

Discover Experts

Browse profiles of certified financial planners, mutual fund distributors, and brokers in just a few clicks.

Connect & Plan

Schedule a free call or meeting and kickstart your personalized financial journey with confidence.

Schedule a Visit

Choose your preferred doctor and schedule an appointment instantly.

Ready to take charge of your finances with confidence?

Join thousands of users who’ve made smarter money moves with Artha Sarathi.