Zerodha has transformed the financial landscape in Bangalore with its discount brokerage model and robust investment advisory tools, making wealth management accessible to every investor.
Top Financial Advisors in Bangalore India - June 2026
India / Karnataka / Bangalore
Discover the most trusted and highly-rated financial advisors in Bangalore. Our curated list helps you secure your wealth and achieve long-term financial goals with expert guidance.
India's largest stockbroker offering financial advisory.
Details
- Year Founded: 2010
- Employees: 1000-5000
- Price Range: $$
- Phone: +91-8040402020
- Email: support@zerodha.com
About the Company
Pros
- Low cost structure
- Intuitive trading platform
Cons
- No personalized advisory
- Basic customer support
Digital wealth management and investment planning.
Details
- Year Founded: 2012
- Employees: 200-500
- Price Range: $$
- Phone: +91-8066029999
- Email: help@scripbox.com
About the Company
Scripbox simplifies investment management through data-driven advisory. Their platform is highly recommended for professionals seeking automated, goal-based financial planning in Bangalore.
Pros
- Automated portfolios
- User-friendly dashboard
Cons
- Limited manual control
- Standardized strategies
Comprehensive tax and financial advisory firm.
Details
- Year Founded: 2011
- Employees: 500-1000
- Price Range: $
- Phone: +91-8067458700
- Email: support@cleartax.in
About the Company
ClearTax provides exceptional financial advisory with a heavy focus on tax optimization and investment planning, catering to Bangalore's tech-savvy corporate workforce.
Pros
- Expert tax planning
- Efficient online process
Cons
- Support can be slow
- Focus on tax primarily
Direct mutual fund investment platform.
Details
- Year Founded: 2016
- Employees: 50-200
- Price Range: $
- Phone: +91-8046805888
- Email: support@kuvera.in
About the Company
Kuvera stands out for its transparent advisory approach. They offer excellent tools for financial goal tracking, making them a top choice for individual investors in Bangalore.
Pros
- Direct plans only
- No commissions
Cons
- App-only focus
- Limited human interaction
AI-powered wealth management and financial advisory.
Details
- Year Founded: 2018
- Employees: 200-500
- Price Range: $$$
- Phone: +91-8047192000
- Email: info@indwealth.in
About the Company
IndWealth combines AI-driven insights with human advisory, offering a holistic view of financial health, net worth tracking, and personalized portfolio suggestions.
Pros
- Holistic tracking
- AI-driven suggestions
Cons
- Aggressive sales emails
- Learning curve
Investment platform for stocks and mutual funds.
Details
- Year Founded: 2016
- Employees: 500-1000
- Price Range: $
- Phone: +91-8069300600
- Email: support@groww.in
About the Company
Groww makes financial advisory accessible to all. Its simple interface and educational resources help new investors in Bangalore build wealth systematically.
Pros
- Simple interface
- Educational resources
Cons
- Limited advanced tools
- Generic advice
Modern brokerage with research-backed insights.
Details
- Year Founded: 2009
- Employees: 1000-5000
- Price Range: $$
- Phone: +91-8067458700
- Email: support@upstox.com
About the Company
Upstox offers robust trading and investment advisory, providing real-time data and market analysis to empower traders and investors across Bangalore.
Pros
- Low brokerage
- Fast execution
Cons
- High churn rate
- Occasional downtime
Neobanking and intelligent savings platform.
Details
- Year Founded: 2019
- Employees: 200-500
- Price Range: $
- Phone: +91-8047192000
- Email: help@fi.money
About the Company
Fi offers an integrated approach to money management in Bangalore, blending savings, investments, and actionable financial advice directly within the banking app.
Pros
- Seamless integration
- Smart savings features
Cons
- Limited investment choices
- New market entrant
Financial planning centered on specific life goals.
Details
- Year Founded: 2015
- Employees: 50-200
- Price Range: $$
- Phone: +91-8046805888
- Email: support@goalwise.com
About the Company
Goalwise specializes in goal-based investment advisory, ensuring that your financial journey is mapped to your personal ambitions with disciplined planning.
Pros
- Goal-oriented approach
- Solid performance record
Cons
- Now acquired (merged)
- Interface changes
Credit management and lifestyle financial services.
Details
- Year Founded: 2018
- Employees: 1000-5000
- Price Range: $$$
- Phone: +91-8069300600
- Email: support@cred.club
About the Company
While known for credit management, Cred provides high-quality investment advisory features for affluent users in Bangalore, focusing on exclusive investment products.
Pros
- High security
- Exclusive products
Cons
- High barrier to entry
- Limited advisory depth
Professional wealth advisory for HNIs.
Details
- Year Founded: 2015
- Employees: 200-500
- Price Range: $$$
- Phone: +91-8047192000
- Email: support@wealthy.in
About the Company
Wealthy.in offers personalized financial advisory services, connecting clients in Bangalore with certified planners for long-term wealth creation and protection.
Pros
- Personalized service
- Certified experts
Cons
- Higher fees
- Complex for beginners
Thematic investment advisory platform.
Details
- Year Founded: 2015
- Employees: 200-500
- Price Range: $$
- Phone: +91-8046805888
- Email: contact@smallcase.com
About the Company
Smallcase allows investors in Bangalore to access model portfolios created by SEBI-registered experts, simplifying complex thematic investing for every user.
Pros
- Thematic investing
- Expert-led portfolios
Cons
- Market risk is higher
- Subscription costs
Financial products and wealth management services.
Details
- Year Founded: 2007
- Employees: 5000+
- Price Range: $
- Phone: +91-18002029898
- Email: care@flipkart.com
About the Company
Leveraging their retail base, Flipkart offers accessible financial planning services in Bangalore, focused on simplifying insurance and investment for the common user.
Pros
- Wide accessibility
- Bundled services
Cons
- Basic advisory
- Generic solutions
Digital investment and advisory platform.
Details
- Year Founded: 2017
- Employees: 500-1000
- Price Range: $
- Phone: +91-1204456456
- Email: support@paytmmoney.com
About the Company
Paytm Money provides a comprehensive suite of financial services, including mutual funds and stock market advisory, widely used by residents in Bangalore.
Pros
- Integrated ecosystem
- Competitive pricing
Cons
- Occasional glitches
- Heavy UI
Boutique financial advisory firm.
Details
- Year Founded: 2012
- Employees: 10-50
- Price Range: $$$
- Phone: +91-8047192000
- Email: contact@jivika.com
About the Company
Jivika provides highly personalized financial advisory to Bangalore residents, focusing on long-term wealth management and estate planning for families.
Pros
- Dedicated advisors
- Comprehensive plans
Cons
- Small footprint
- Manual processes
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Frequently Asked Questions
Frequently Asked Questions
- How do I choose the best financial advisor in Bangalore?
- Look for SEBI-registered advisors, check their credentials, experience, and client reviews.
- What services do financial advisors in Bangalore provide?
- They offer investment planning, tax optimization, retirement planning, and wealth management services.
- Are these financial advisors Fee-only or Commission-based?
- Most top-tier advisors in Bangalore now operate on a fee-only basis to ensure unbiased advice.
- How much do financial advisors charge in Bangalore?
- Fees vary based on the AUM (Assets Under Management) or a fixed annual retainer model.
- Is it safe to hire a financial advisor in India?
- Yes, as long as you verify their registration with SEBI (Securities and Exchange Board of India).
- Can a financial advisor help with tax planning in 2026?
- Absolutely, professional advisors stay updated with the latest 2026 tax regulations to maximize your savings.