NJ Wealth offers a robust platform for financial planning, focusing on mutual funds and wealth management. Their advisor network in Pune provides personalized strategies for long-term wealth creation with a client-centric approach.
Top Financial Advisors in Pune, India - June 2026
India / Maharashtra / Pune
Discover the most trusted and professional financial advisors in Pune, India. Get expert guidance on wealth management, investment planning, and retirement strategies tailored to your financial goals.
Comprehensive financial planning and investment solutions.
Details
- Year Founded: 1994
- Employees: 500-1000
- Price Range: $$
- Phone: +91-261-4025000
- Email: info@njgroup.in
About the Company
Pros
- Extensive network
- Robust digital platform
Cons
- Requires self-directed effort
- High reliance on third-party apps
India's premier online investment platform.
Details
- Year Founded: 2009
- Employees: 200-500
- Price Range: $
- Phone: +91-7667008822
- Email: contact@fundsindia.com
About the Company
FundsIndia stands out for its technological integration, offering seamless investment advisory services in Pune. They provide automated portfolio management and expert guidance for diverse financial goals.
Pros
- User-friendly interface
- Real-time monitoring
Cons
- Limited offline support
- Standardized advisory
Leading investment platform for active traders.
Details
- Year Founded: 2010
- Employees: 1000-5000
- Price Range: $
- Phone: +91-8047192020
- Email: support@zerodha.com
About the Company
Known for disrupting the Indian market, Zerodha provides advanced tools for wealth management. Ideal for investors in Pune who prefer a self-managed approach supported by detailed market analytics.
Pros
- Low cost structure
- Advanced trading tools
Cons
- Minimal personal advisory
- Technical knowledge required
Pioneers in investment and financial planning.
Details
- Year Founded: 1964
- Employees: 1000+
- Price Range: $$$
- Phone: +91-1141236666
- Email: info@bajajcapital.com
About the Company
With deep roots in the industry, Bajaj Capital provides tailored investment solutions for clients in Pune. They excel in offering holistic financial advice, estate planning, and tax-efficient wealth management.
Pros
- Legacy and experience
- Personalized advisory
Cons
- Higher management fees
- Traditional methodology
Simplified wealth management for individuals.
Details
- Year Founded: 2012
- Employees: 200-500
- Price Range: $$
- Phone: +91-8884448062
- Email: help@scripbox.com
About the Company
Scripbox is a top choice in Pune for automated, goal-based investing. Their algorithm-driven approach simplifies complex financial decisions, making them perfect for younger professionals and families.
Pros
- Simplicity
- Transparent reporting
Cons
- Less customization
- Limited asset classes
Research-backed financial services and brokerage.
Details
- Year Founded: 1987
- Employees: 5000+
- Price Range: $$$
- Phone: +91-2240548000
- Email: query@motilaloswal.com
About the Company
Motilal Oswal is renowned for its strong research capabilities in Pune. They provide expert guidance for equity investments and portfolio management services, suitable for long-term investors.
Pros
- Strong research insights
- Expert advisors
Cons
- Brokerage costs
- Complex interface for beginners
Comprehensive banking and financial advisory.
Details
- Year Founded: 2000
- Employees: 2000+
- Price Range: $$$
- Phone: +91-2230753400
- Email: customercare@hdfcsec.com
About the Company
Part of a major financial group, HDFC Securities offers reliable wealth advisory services in Pune. They provide integrated banking and investment solutions, ensuring security and expert oversight.
Pros
- Brand trust
- Integrated services
Cons
- High trading costs
- Slower support response
Tech-led wealth management and advisory.
Details
- Year Founded: 1996
- Employees: 1000-2000
- Price Range: $$
- Phone: +91-8068071111
- Email: support@angelone.in
About the Company
Angel One serves a broad range of clients in Pune with modern financial tools. They combine high-end technology with local advisory support, helping clients navigate stock and mutual fund markets effectively.
Pros
- Advanced mobile app
- Market research
Cons
- High account fees
- Variable advisor quality
Financial services for retail and HNI investors.
Details
- Year Founded: 1982
- Employees: 1000+
- Price Range: $$
- Phone: +91-4044655000
- Email: contact@karvy.com
About the Company
Karvy offers wide-reaching financial services, including portfolio management and investment advisory in Pune. They are well-regarded for their depth of market knowledge and diverse service portfolio.
Pros
- Diverse investment options
- Strong local presence
Cons
- Legacy systems
- Customer service delay
Investment products and financial advisory services.
Details
- Year Founded: 2000
- Employees: 3000+
- Price Range: $$$
- Phone: +91-2268077100
- Email: helpdesk@icicidirect.com
About the Company
ICICI Direct is a reliable partner in Pune for those seeking institutional-grade financial advice. They offer comprehensive products, ranging from insurance to mutual funds and equity trading.
Pros
- Trustworthy brand
- Wide variety of products
Cons
- Brokerage structure
- Complex pricing tiers
Premier stock broking and wealth advisory.
Details
- Year Founded: 1994
- Employees: 2000+
- Price Range: $$$
- Phone: +91-2267484646
- Email: service.securities@kotak.com
About the Company
Kotak Securities provides sophisticated financial advisory and research tools in Pune. Their focus is on empowering investors with quality data to make informed market decisions.
Pros
- Reliable market data
- Professional advisors
Cons
- High operational costs
- Limited focus on beginners
Modern platform for mutual funds and stocks.
Details
- Year Founded: 2016
- Employees: 500-1000
- Price Range: $
- Phone: +91-9108800604
- Email: support@groww.in
About the Company
Groww is a favorite among the younger generation in Pune for its clean, intuitive app design. It makes financial planning accessible and easy to start, even for those with small investments.
Pros
- Extremely user-friendly
- Fast onboarding
Cons
- Limited in-depth advisory
- Mostly digital
Specialized HNI wealth management firm.
Details
- Year Founded: 1995
- Employees: 2000+
- Price Range: $$$$
- Phone: +91-2240094400
- Email: info@edelweiss.in
About the Company
Edelweiss provides elite wealth advisory services to high-net-worth clients in Pune. Their expertise spans across portfolio management, alternative assets, and customized investment strategies.
Pros
- HNI expertise
- Premium client services
Cons
- High entry threshold
- Not for small retail
Traditional and reliable investment brokerage.
Details
- Year Founded: 2000
- Employees: 1000-2000
- Price Range: $$
- Phone: +91-2225753200
- Email: myaccount@sharekhan.com
About the Company
Sharekhan has a strong footprint in Pune, offering a mix of physical branches and online tools. Their personalized financial advisory service helps investors navigate volatile markets with confidence.
Pros
- Physical branch network
- Experienced advisors
Cons
- Brokerage costs
- Interface needs updates
Diverse financial services and wealth advice.
Details
- Year Founded: 1984
- Employees: 500-1000
- Price Range: $$
- Phone: +91-1139125000
- Email: contactus@religare.com
About the Company
Religare offers a spectrum of financial services to residents of Pune, including insurance and wealth management. They focus on client relationships and long-term financial stability.
Pros
- Wide range of services
- Customer relationship focus
Cons
- Slow platform updates
- Standardized service
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Frequently Asked Questions
FAQ
- How do I choose the best financial advisor in Pune? Evaluate their credentials, experience, fee structure, and client reviews to ensure they align with your long-term goals.
- What services do financial advisors in Pune offer? They provide investment planning, tax optimization, retirement strategy, and wealth management services.
- Are these financial advisors SEBI registered? Yes, the recommended professionals on our list are verified and SEBI registered for your security.
- How much do financial advisors charge in Pune? Fees vary; some operate on a commission basis, while others charge a flat fee or a percentage of assets under management.
- Can a financial advisor help with tax planning? Absolutely, professional advisors in Pune assist in creating tax-efficient investment portfolios.
- Why is financial planning important for Pune residents? It helps in managing inflation, securing your family's future, and achieving financial independence in a rapidly growing economy.