NJ Wealth excels in providing diversified investment solutions. With a robust research-driven approach, they assist clients in wealth creation through structured mutual fund portfolios and diversified financial assets.
Best Financial Planners in Jaipur, India - June 2026
India / Rajasthan / Jaipur
Discover the most trusted and expert financial planners in Jaipur to help you manage your wealth and achieve long-term financial goals. Our curated list highlights top-rated professionals offering comprehensive investment, tax, and retirement planning services.
Leading financial distribution network providing comprehensive investment planning.
Details
- Year Founded: 1994
- Employees: 500-1000
- Price Range: $$
- Phone: +91-261-4025901
- Email: info@njgroup.in
About the Company
Pros
- Extensive network
- Strong research backing
Cons
- Highly automated
- Limited personalized advisory
Premium online investment platform for mutual funds and equities.
Details
- Year Founded: 2009
- Employees: 200-500
- Price Range: $
- Phone: +91-44-61104100
- Email: contact@fundsindia.com
About the Company
FundsIndia stands out for its digital-first approach to financial planning. They offer personalized investment advisory and seamless tracking tools, making them a preferred choice for tech-savvy investors in Jaipur.
Pros
- User-friendly interface
- Real-time portfolio tracking
Cons
- Online-only support
- Less human interaction
Specialized wealth management services for high-net-worth individuals.
Details
- Year Founded: 1983
- Employees: 1000+
- Price Range: $$$
- Phone: +91-40-23312454
- Email: wealth@karvy.com
About the Company
Karvy offers bespoke wealth management solutions tailored to the needs of HNI clients. Their expertise in equity, debt, and alternative assets ensures a comprehensive strategy for long-term financial stability.
Pros
- Tailored strategies
- Experienced advisors
Cons
- High entry barriers
- Complex reporting
Comprehensive financial services including investment and retirement planning.
Details
- Year Founded: 2000
- Employees: 1000+
- Price Range: $$
- Phone: +91-22-39378282
- Email: helpdesk@icicidirect.com
About the Company
Backed by a banking giant, ICICI Direct provides a reliable ecosystem for wealth planning. Their integrated services combine banking with investment management, simplifying life for retail investors.
Pros
- Banking integration
- High credibility
Cons
- Heavy UI
- Average customer support
Professional wealth management and equity research advisory.
Details
- Year Founded: 2000
- Employees: 1000+
- Price Range: $$
- Phone: +91-22-30753400
- Email: customercare@hdfcsec.com
About the Company
HDFC Securities provides strong market research and structured investment planning. They are ideal for individuals looking for conservative, bank-backed financial advice in the Jaipur region.
Pros
- Trusted brand
- Robust research
Cons
- High transaction fees
- Slow onboarding
Equity-focused wealth management and financial advisory services.
Details
- Year Founded: 1987
- Employees: 1000+
- Price Range: $$$
- Phone: +91-22-71934200
- Email: query@motilaloswal.com
About the Company
Known for their deep equity research, Motilal Oswal offers excellent portfolio management services. They help clients in Jaipur build long-term wealth through high-conviction investment ideas.
Pros
- Research excellence
- Wealth creation focus
Cons
- High minimum ticket size
- Equity-heavy portfolio
Long-standing investment and retirement planning specialists.
Details
- Year Founded: 1964
- Employees: 500-1000
- Price Range: $$
- Phone: +91-11-41236666
- Email: info@bajajcapital.com
About the Company
With a legacy in the Indian market, Bajaj Capital provides personalized financial planning for families. Their advisors focus on insurance, mutual funds, and retirement corpus building.
Pros
- Great legacy
- Personalized advisory
Cons
- Old-school process
- Limited digital innovation
Full-service broker offering tailored wealth management solutions.
Details
- Year Founded: 1994
- Employees: 1000+
- Price Range: $$
- Phone: +91-22-62185454
- Email: service@kotaksecurities.com
About the Company
Kotak Securities provides a professional environment for investors. Their focus on risk management and asset allocation makes them a reliable partner for conservative financial planning.
Pros
- Strong backing
- Professional advice
Cons
- Higher brokerages
- Standardized products
Pioneers of discount broking with powerful investment analytics.
Details
- Year Founded: 2010
- Employees: 1000+
- Price Range: $
- Phone: +91-80-47181888
- Email: support@zerodha.com
About the Company
Though primarily a broker, Zerodha offers great tools like Coin for direct mutual fund investments. Their low-cost approach is perfect for self-directed investors in Jaipur seeking financial independence.
Pros
- Extremely low cost
- Amazing tech stack
Cons
- No human advisor
- DIY approach only
Retail financial services with a focus on education and planning.
Details
- Year Founded: 2000
- Employees: 1000+
- Price Range: $$
- Phone: +91-22-25753200
- Email: myaccount@sharekhan.com
About the Company
Sharekhan provides solid research and user-friendly platforms. They offer investment planning for those who want a mix of guidance and self-trading capability in the Jaipur financial market.
Pros
- Educational tools
- Good market reports
Cons
- Older UI
- Customer service response
Diversified financial service provider with focus on wealth protection.
Details
- Year Founded: 1984
- Employees: 500-1000
- Price Range: $$
- Phone: +91-11-39125000
- Email: info@religare.com
About the Company
Religare offers structured financial solutions suitable for conservative investors. Their focus on risk-adjusted returns helps clients in Jaipur navigate volatile market conditions effectively.
Pros
- Risk-focused
- Professional staff
Cons
- Generic products
- Slow service
High-end wealth management for professionals and families.
Details
- Year Founded: 1995
- Employees: 1000+
- Price Range: $$$
- Phone: +91-22-40094400
- Email: helpdesk@edelweiss.in
About the Company
Edelweiss provides advanced asset management and financial planning. Their analytical depth makes them a great partner for long-term wealth strategy and estate planning in Jaipur.
Pros
- High-end strategy
- Global perspective
Cons
- Pricey service
- Exclusive access
Reliable partner for retail investment and long-term planning.
Details
- Year Founded: 1987
- Employees: 1000+
- Price Range: $
- Phone: +91-484-2901000
- Email: customercare@geojit.com
About the Company
Geojit has built a reputation for consistency. Their planning services are straightforward and cater well to middle-class families in Jaipur looking for safe, growth-oriented investments.
Pros
- Consistent results
- Strong ethics
Cons
- Limited modern tech
- Moderate growth
Modern broking platform with active advisory services.
Details
- Year Founded: 1996
- Employees: 1000+
- Price Range: $$
- Phone: +91-22-68070100
- Email: support@angelone.in
About the Company
Angel One combines discount broking with active advisory support. They are ideal for active traders who also want structured mutual fund portfolios for their long-term financial goals.
Pros
- Active trading focus
- Great app
Cons
- High focus on volume
- Support varies
Comprehensive financial solutions including loan and wealth management.
Details
- Year Founded: 1999
- Employees: 1000+
- Price Range: $$
- Phone: +91-22-61891000
- Email: wealth@indiabulls.com
About the Company
Indiabulls provides a wide array of financial services, including wealth management for retail clients. Their integrated approach is beneficial for those managing debts alongside investments.
Pros
- Integrated banking
- Broad service reach
Cons
- Focus on debt products
- Complex support
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Frequently Asked Questions
FAQ
What do financial planners in Jaipur do?
They assist with investment strategies, tax planning, retirement savings, and wealth management tailored to your needs.
Why should I hire a financial planner in 2026?
Professional planners help navigate complex market shifts and optimize your portfolio for better returns in 2026.
How do financial planners charge fees?
Most planners charge a flat fee, an hourly rate, or a percentage of the assets they manage.
Are financial planners regulated in India?
Yes, legitimate planners are often SEBI-registered investment advisors (RIA).
Can they help with tax saving?
Absolutely, professional planners provide strategies to maximize tax efficiency under current Indian tax laws.
How do I choose the best planner in Jaipur?
Look for certifications, years of experience, and transparent fee structures before selecting an advisor.