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10 Most Promising Online Financial Planning Companies - 2021
India's financial sector is undergoing rapid digitalization and online expansion. The emergence of fintech companies has disrupted the financial sector and wealth management industry. Finance is a complex subject and is Greek and Latin to even highly educated or elites in the society. The money management and investment proliferation has always raised confusions among laymen. Earlier, people used to take friendly advices or consult agents, spending a portion of their earnings as commission. With the advent of technology, there has been a change in the whole landscape. Wealth management planning is usually divided into two parts, investment planning and financial planning. While the former is limited to assets set apart for investments, the latter is about something related to...
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10 Most Promising Online Financial Planning Companies - 2021
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| Company Logo | Company Name | Company Management | Company Description |
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Wealth Munshi | Niyesh Sanghi,Founder | Renowned for digital wealth advising, consulting for personal financing and assessment of risk return profile |
| Company Logo | Company Name | Company Management | Company Description |
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Aditri Financial & Investment Advisory | Chandrasekhar Sagutoor, Insolvency Resolution Professional | Offering impeccable financial planning for investment, financial planning, corporate finance, and insolvency resolution |
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Affordplan Swasth | Tejbir Singh, Founder | Offering excellent financial planning products namely Swasth OPD, Swasth IPD Savings, Maternity Savings and Swasth Loans |
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DSC Financials | Daljit Singh Chawla, Founder | Offers individuals and families comprehensive financial planning based on risk profile and financial goals |
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Hum Fauji Financial Services | Col Sanjeev Govila (Retd), CEO | A topnotch provider of Retirement Planning-for-Indian-Armed-Forces-Officers Wealth Management Real Estate Income Tax Children's Future Planning Financial Planning and a lot more |
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Integriti Investment | Sonal Kotak, Founder | A Wealth Management firm with more than 20 years of experience in handling assets of over Rs. 170 crore across different Financial products |
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Invest Yadnya | Gaurav Jain, CEO | Facilitating hassle-free financial planning for managed funds, stocks, risk investments, students' finance, wealth creation and a lot more |
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MoneyPlanned | Nikhila, Co-Founder | Facilitating hassle-free financial planning for managed funds, stocks, risk investments, students' finance, wealth creation and a lot more |
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Visva Global | Praveen MGV, MD & Head Sales & Products | An effective financial provider for Need Base Financial Planning with products including Equity, Mutual Funds, PMS, Insurance Life & General & IPO/FD/Bonds |
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Vivekam Financial Services Pvt Ltd | VVK Prasad, Chairman & MD | A provider of world class excellent online financial planning for BIO-Growth, BIO-Secure, Vivekam Baskets, WIFTY, SMILES-Growth, SMILES-Secure, Nifty-Floater, PRICE, Sharia-Growth & Sharia-SMILES |