Scripbox simplifies wealth creation through automated, goal-based investment plans. Known for their user-friendly interface and scientific selection of mutual funds, they provide excellent advisory services tailored to individual financial objectives.
Top Financial Planners in Bangalore, India - June 2026
India / Karnataka / Bangalore
Discover the most reliable and certified financial planners in Bangalore to secure your wealth and investment goals. Our expert list helps you navigate complex market trends with professional financial advisory services.
Leading digital wealth management platform for systematic investing.
Details
- Year Founded: 2012
- Employees: 200-500
- Price Range: $$
- Phone: +91-8880905005
- Email: help@scripbox.com
About the Company
Pros
- Goal-based planning
- Easy-to-use interface
Cons
- Limited manual control
- High fund dependency
Premium wealth management for busy professionals and HNI clients.
Details
- Year Founded: 2018
- Employees: 50-100
- Price Range: $$$
- Phone: +91-8291410113
- Email: support@cubewealth.com
About the Company
Cube Wealth offers a sophisticated approach to personal finance by providing access to high-quality investment avenues and expert advisory. Their personalized service model ensures that portfolios are optimized for growth and risk mitigation.
Pros
- Expert investment access
- Personalized dashboard
Cons
- Minimum investment required
- App-only focus
Comprehensive financial planning and tax optimization services.
Details
- Year Founded: 2011
- Employees: 500-1000
- Price Range: $$
- Phone: +91-9513632363
- Email: support@cleartax.in
About the Company
ClearTax provides a robust ecosystem for financial planning, focusing heavily on tax-efficient investment strategies. Their expert-led advisory helps investors navigate complex financial landscapes while maximizing long-term wealth accumulation.
Pros
- Tax optimization expertise
- Fast processing
Cons
- Complex interface for beginners
- Support response time
Fee-based financial planning with a strong focus on goal realization.
Details
- Year Founded: 2013
- Employees: 50-200
- Price Range: $$$
- Phone: +91-120-4245648
- Email: support@fincart.com
About the Company
Fincart offers transparent, fee-based advisory services. By focusing on comprehensive financial planning rather than just product sales, they help clients achieve their life goals with customized investment portfolios and risk management.
Pros
- Transparent fee structure
- Goal-oriented advice
Cons
- Consultation fees apply
- Limited physical branches
Safe and reliable financial planning for fixed income investors.
Details
- Year Founded: 2022
- Employees: 20-50
- Price Range: $
- Phone: +91-9876543210
- Email: contact@stablemoney.in
About the Company
Stable Money specializes in conservative wealth management. Their platform is perfect for individuals looking for safe, high-return fixed income options and disciplined long-term planning without excessive market exposure.
Pros
- High security focus
- Steady returns
Cons
- Limited equity options
- Lower growth potential
Tech-driven mutual fund investment platform.
Details
- Year Founded: 2016
- Employees: 50-100
- Price Range: $$
- Phone: +91-8041112233
- Email: support@upwardly.in
About the Company
Upwardly leverages technology to provide actionable financial advice. They focus on SIP investments and building long-term wealth through diversified mutual fund portfolios, making professional advisory accessible to every investor.
Pros
- Seamless SIP setup
- Great user analytics
Cons
- Self-serve model
- Limited human interaction
Personalized investment solutions driven by human-centric advice.
Details
- Year Founded: 2008
- Employees: 100-300
- Price Range: $$$
- Phone: +91-120-4122111
- Email: info@finedge.in
About the Company
FinEdge bridges the gap between technology and human expertise. Their planners work closely with individuals to design custom portfolios, ensuring all financial decisions align with life aspirations and risk tolerance levels.
Pros
- Dedicated financial planners
- Holistic approach
Cons
- Requires appointment
- Less automated
Financial wellness platform specifically designed for women.
Details
- Year Founded: 2018
- Employees: 20-50
- Price Range: $$
- Phone: +91-9988776655
- Email: hello@getbasis.in
About the Company
Basis empowers women to take charge of their financial future. Through personalized advice, community learning, and accessible investment tools, they create a safe space for women to build wealth and achieve independence.
Pros
- Inclusive approach
- Community support
Cons
- Targeted niche audience
- Limited institutional services
Direct mutual fund investment and financial health engine.
Details
- Year Founded: 2017
- Employees: 50-100
- Price Range: $
- Phone: +91-9000000000
- Email: support@kuvera.in
About the Company
Kuvera is popular for its commission-free investment platform. It provides advanced tools for tax harvesting, goal planning, and portfolio rebalancing, making it a top choice for DIY investors seeking professional-grade features.
Pros
- Zero commission
- Tax harvesting tools
Cons
- No human advisors
- Steep learning curve
Wealth management platform connecting investors with certified experts.
Details
- Year Founded: 2015
- Employees: 100-200
- Price Range: $$$
- Phone: +91-8047092300
- Email: contact@wealthy.in
About the Company
Wealthy.in combines local expertise with digital convenience. They connect users with local financial planners to create diversified portfolios that include mutual funds, corporate deposits, and insurance for a 360-degree approach.
Pros
- Expert connectivity
- Local branch support
Cons
- Variable advisor quality
- Interface could improve
India's largest discount broker with essential investment planning tools.
Details
- Year Founded: 2010
- Employees: 1000+
- Price Range: $
- Phone: +91-8047181888
- Email: info@zerodha.com
About the Company
While primary known for trading, Zerodha provides powerful tools like 'Coin' for direct mutual fund investments. Their ecosystem is perfect for investors who want full control over their financial planning and low-cost execution.
Pros
- Extremely low cost
- Powerful trading tools
Cons
- No advisory services
- Complex for beginners
Super app for personal finance tracking and wealth management.
Details
- Year Founded: 2019
- Employees: 200-500
- Price Range: $$
- Phone: +91-9999999999
- Email: support@indmoney.com
About the Company
INDmoney provides an integrated platform to track all your finances in one place. With automated tracking and AI-driven insights, it helps users optimize their investments and plan for major life milestones efficiently.
Pros
- Financial tracking features
- AI-based insights
Cons
- Heavy marketing focus
- Occasional app bugs
User-friendly investment platform for beginners and experts.
Details
- Year Founded: 2016
- Employees: 500-1000
- Price Range: $
- Phone: +91-9108800604
- Email: support@groww.in
About the Company
Groww has revolutionized financial planning in India by making it simple for everyone. Whether it is stocks, mutual funds, or US stocks, Groww offers an intuitive platform with excellent educational resources for investors.
Pros
- Beginner friendly
- Excellent educational content
Cons
- Limited advisory support
- High volume of notifications
Classic wealth management services for high net worth individuals.
Details
- Year Founded: 1983
- Employees: 1000+
- Price Range: $$$$
- Phone: +91-40-23312454
- Email: wealth@karvy.com
About the Company
Karvy offers traditional, high-touch wealth management services. They excel in managing large portfolios through custom asset allocation and personalized attention, making them a preferred partner for long-term legacy planning.
Pros
- Extensive experience
- Personal wealth managers
Cons
- Slow digital transformation
- High entry barriers
Tailored financial planning with focus on risk-adjusted returns.
Details
- Year Founded: 2020
- Employees: 50-100
- Price Range: $$
- Phone: +91-8041113344
- Email: info@epsilonmoney.com
About the Company
Epsilon Money focuses on data-driven, risk-adjusted financial planning. By utilizing advanced algorithms and expert review, they help clients navigate market volatility while keeping the long-term wealth targets clearly in sight.
Pros
- Analytical rigor
- Custom risk management
Cons
- Smaller brand presence
- Limited asset classes
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Frequently Asked Questions
FAQ
- What does a financial planner do? A financial planner helps you manage your assets, investments, and savings to achieve long-term financial security.
- How do I choose a financial planner in Bangalore? Look for SEBI registration, transparent fee structures, and positive client testimonials.
- What is the cost of hiring a financial advisor? Fees vary based on the service model, which can be fee-only or commission-based.
- When should I consult a financial planner? It is ideal to consult a planner when starting your career, planning for retirement, or making major life investments.
- Are financial planners in Bangalore regulated? Yes, professional planners are regulated by SEBI to ensure ethical standards.
- Can a financial planner help with tax planning? Most comprehensive financial plans include tax-saving strategies tailored to Indian tax laws.