NJ Wealth provides personalized financial planning and investment strategies. Known for its tech-driven approach and reliable advisor network, they help clients achieve long-term wealth goals with precision and transparency in Lucknow.
Best Financial Planners in Lucknow, India - June 2026
India / Uttar Pradesh / Lucknow
Discover the most trusted and certified financial planners in Lucknow to secure your wealth and future. Our curated list helps you find expert advisors for investment, retirement, and tax planning.
Comprehensive wealth management and financial advisory services.
Details
- Year Founded: 1994
- Employees: 1000+
- Price Range: $$
- Phone: +91-522-4006500
- Email: info@njgroup.in
About the Company
Pros
- Strong digital platform
- Extensive advisor network
Cons
- Requires active monitoring
- Standardized service models
Legacy financial planning firm with diverse investment products.
Details
- Year Founded: 1964
- Employees: 500-1000
- Price Range: $$$
- Phone: +91-1800-313123123
- Email: customer@bajajcapital.com
About the Company
With a legacy spanning decades, Bajaj Capital offers robust financial planning tailored to individual risk profiles. Their Lucknow team provides expert guidance on retirement, tax planning, and diversified investment portfolios.
Pros
- Vast experience
- Wide product range
Cons
- Can be sales-oriented
- High client volume
Banking-backed reliable financial planning and stock advisory.
Details
- Year Founded: 2000
- Employees: 1000+
- Price Range: $$$
- Phone: +91-522-2200000
- Email: customercare@hdfcsec.com
About the Company
HDFC Securities leverages the credibility of HDFC Bank to provide high-quality financial planning. Their Lucknow office focuses on wealth preservation and growth, catering to both conservative and aggressive investors.
Pros
- Bank backed security
- Reliable research reports
Cons
- Premium fees
- Traditional service style
End-to-end financial solutions and wealth management.
Details
- Year Founded: 2000
- Employees: 1000+
- Price Range: $$
- Phone: +91-1860-1231122
- Email: helpdesk@icicidirect.com
About the Company
ICICI Direct offers a seamless blend of technology and financial advisory. In Lucknow, they are a preferred choice for investors looking for organized, goal-based planning supported by strong fundamental research.
Pros
- User-friendly app
- Strong research data
Cons
- Automated responses
- Limited human touch
Stock market expertise with deep wealth management insights.
Details
- Year Founded: 1987
- Employees: 500-1000
- Price Range: $$$
- Phone: +91-522-4020000
- Email: query@motilaloswal.com
About the Company
Known for their deep market insights, Motilal Oswal provides specialized financial planning that targets high growth. Their Lucknow experts help clients navigate equity and mutual fund investments with strategic precision.
Pros
- Excellent research depth
- Strong market presence
Cons
- Heavy equity bias
- High risk tolerance required
Reliable long-term financial planning for individual investors.
Details
- Year Founded: 1987
- Employees: 500+
- Price Range: $
- Phone: +91-484-2901000
- Email: customercare@geojit.com
About the Company
Geojit provides steady and conservative financial planning services. They are highly regarded in Lucknow for their transparent advisory approach and focus on long-term wealth creation for retail investors.
Pros
- Transparent process
- Good for long-term
Cons
- Slower support response
- Basic digital interface
Diversified financial planning and advisory services.
Details
- Year Founded: 1982
- Employees: 1000+
- Price Range: $$
- Phone: +91-40-33216000
- Email: service@karvy.com
About the Company
Karvy offers an extensive range of financial services including portfolio management and financial planning. Their Lucknow office provides clients with personalized paths to reach their specific financial milestones.
Pros
- Diverse financial products
- Regional reach
Cons
- Complex service structure
- Customer service bottlenecks
Premium financial planning and investment advisory.
Details
- Year Founded: 1994
- Employees: 1000+
- Price Range: $$$
- Phone: +91-522-2720000
- Email: service@kotaksecurities.com
About the Company
As part of the Kotak Mahindra Group, they offer sophisticated financial planning tools. Their Lucknow team specializes in high-net-worth financial strategy, ensuring wealth optimization and tax efficiency.
Pros
- Elite research quality
- Strong brand trust
Cons
- High brokerage costs
- Exclusivity
Active trading and financial planning guidance.
Details
- Year Founded: 2000
- Employees: 500-1000
- Price Range: $$
- Phone: +91-22-25753000
- Email: myaccount@sharekhan.com
About the Company
Sharekhan is well-known for providing accessible financial planning to the common investor. Their Lucknow center focuses on educating clients while building sustainable investment portfolios for the future.
Pros
- Excellent educational resources
- Wide branch presence
Cons
- Aggressive sales tactics
- Focus on frequent trading
Digital-first financial planning and investment advisory.
Details
- Year Founded: 1996
- Employees: 1000+
- Price Range: $
- Phone: +91-80-47480048
- Email: support@angelone.in
About the Company
Angel One is a leader in digital financial services. They provide Lucknow clients with modern tools for wealth planning, simplifying complex market data into actionable investment strategies for every investor.
Pros
- Cutting edge technology
- Fast account opening
Cons
- Limited offline support
- High activity focus
Institutional-grade wealth management for individuals.
Details
- Year Founded: 1995
- Employees: 1000+
- Price Range: $$$
- Phone: +91-22-40094400
- Email: wealth@edelweiss.in
About the Company
Edelweiss provides elite-level financial planning in Lucknow. They specialize in multi-asset class strategies, focusing on long-term wealth stability and complex estate planning for HNI clients.
Pros
- Sophisticated portfolio strategies
- Professional advisors
Cons
- Minimum ticket sizes
- Premium service cost
Standardized financial planning services for retail users.
Details
- Year Founded: 1984
- Employees: 500-1000
- Price Range: $$
- Phone: +91-11-39125000
- Email: wecare@religare.com
About the Company
Religare offers a wide variety of financial planning services aimed at the mid-market segment. Their Lucknow team emphasizes client support and consistent financial tracking to help individuals meet their savings targets.
Pros
- Reliable customer service
- Broad financial offerings
Cons
- Basic digital tools
- High competitive pressure
Diversified financial solutions for quick and agile investors.
Details
- Year Founded: 2000
- Employees: 500-1000
- Price Range: $$
- Phone: +91-124-6681199
- Email: helpdesk@indiabulls.com
About the Company
Indiabulls Ventures provides financial planning that is both aggressive and results-oriented. They offer Lucknow clients a variety of tools to manage wealth across different asset classes effectively.
Pros
- Fast trading experience
- Good market reach
Cons
- Variable service quality
- Market focused only
Customized financial planning for high net-worth individuals.
Details
- Year Founded: 1995
- Employees: 1000+
- Price Range: $$$
- Phone: +91-22-42499000
- Email: clientservices@iifl.com
About the Company
IIFL Wealth is recognized for its high-end advisory services in Lucknow. They provide deep customization for financial plans, ensuring each client gets a bespoke strategy suited for their specific life goals.
Pros
- Bespoke service
- Strong portfolio tracking
Cons
- High barrier to entry
- Strict account management
Comprehensive investment management and financial planning.
Details
- Year Founded: 1994
- Employees: 200-500
- Price Range: $$
- Phone: +91-22-30653333
- Email: info@bonanzaonline.com
About the Company
Bonanza Portfolio offers a robust financial planning framework for its Lucknow clients. They are known for providing solid investment advice with a balanced approach between equity, debt, and commodity markets.
Pros
- Multi-asset expertise
- Experienced staff
Cons
- Basic digital interface
- Standard advisory
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Frequently Asked Questions
FAQ
- What services do financial planners in Lucknow provide? They offer investment advice, retirement planning, tax optimization, and wealth management services.
- How do I choose the best financial planner? Look for SEBI registration, transparent fee structures, and positive client testimonials.
- Is it worth hiring a financial planner? Yes, professional planners provide customized strategies to help you achieve long-term financial goals efficiently.
- Do financial planners in Lucknow charge a fee? Yes, most charge either a flat fee or a percentage of assets under management.
- Are these planners qualified to handle retirement funds? Certified financial planners are trained to manage retirement portfolios for long-term growth.
- Can I get online financial planning in Lucknow? Many top-rated planners offer both in-person consultations and virtual sessions.