Find a SEBI-Registered Financial Advisor Near You

Explore city pages for Mumbai (Andheri, Wadala), Pune, Nashik, Ahmedabad, Kutch (Bhuj, Gandhidham). Learn what we offer in each location.

SEBI RIA · INA000013518Registered Investment Adviser
₹1,200+ CroresAssets under advice
3,500+ FamiliesServed across India
Fee-only adviceFiduciary, no commissions

Top Financial Advisor and PMS Expert in Mumbai - Andheri

West Mumbai's financial corridor. Strong practice for salaried IT, pharma, and BFSI professionals — including ESOP and RSU planning, equity-linked tax optimisation, and goal funding. In-person meetings available at our Andheri East office.

PlanningPMSMutual Funds

Top Financial Advisor and PMS Expert in Pune

Hub for IT, manufacturing, and education-sector families. Frequent asks include RSU planning for IT professionals, business-family succession for SME owners, and balancing real estate with financial assets.

PlanningPMSMutual Funds

Top Financial Advisor and PMS Expert in Nashik

Serving families in the Mumbai-Nashik corridor across wine, agri-processing, and pharma. Typical profile: first-generation wealth needing diversification, education funding, retirement planning, and insurance gap reviews.

PlanningPMSMutual Funds

Top Financial Advisor and PMS Expert in Ahmedabad

Gujarat's financial capital. We work with business families on HUF structuring, tax-efficient asset allocation, and transitioning family-business wealth into diversified portfolios of direct-plan mutual funds, equity, and PMS.

PlanningPMSMutual Funds

Top Financial Advisor and PMS Expert in Kutch - Bhuj

Tailored for Kachchh business families with real-estate-heavy portfolios. Focus areas: diversifying into financial assets, succession planning across generations, and coordinating with NRI family members abroad.

PlanningPMSMutual Funds

How our “Near Me” pages help

This page gives you a simple way to explore Finnovate’s services city-wise. Each city page explains what we do, what to expect in the first conversation, and how ongoing reviews work. The focus is on clear steps — goals, plan, and a disciplined way to invest.

Whether you prefer a quick virtual call or an in-person discussion (where available), you’ll find the same structured approach: understand your goals, design the plan, and review it regularly.

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How it works (4-step process)

  1. Book a 25–30 minute discovery call
  2. Share goals & current investments
  3. Get a written plan with SIPs, allocations, and insurance review
  4. Quarterly reviews to keep you on track

FAQs

Do I need a physical office visit?
Not always. Most first calls are virtual. If you prefer in-person, we can meet at our Mumbai (Andheri) or partner offices in other cities by appointment. Each city page confirms what’s available locally.
How long is the first call?
Usually 25–30 minutes. We understand your current situation, goals, and outline next steps. No obligation to continue.
Is there any commitment after the first call?
No. The first call is to see if we’re a good fit. You decide whether to proceed, and we share a fee quote before you commit to anything.
How does Finnovate charge? What are your fees?
We are fee-only. Planning engagements typically start at around ₹25,000–₹50,000 for a written plan, with annual review add-ons. The exact fee depends on scope and complexity. We share a transparent quote before you commit — no hidden charges, no product commissions.
What’s the difference between a SEBI RIA and an MFD?
A SEBI Registered Investment Adviser (RIA) is regulated to give fee-only advice with a fiduciary duty to the client. A Mutual Fund Distributor (MFD) earns trail commissions from fund houses, so the incentive structure differs. Both can be competent; the licences are separate by SEBI design. Finnovate operates under RIA registration INA000013518.
What’s the minimum investment to work with you?
There is no minimum for planning itself — the fee buys you the written plan and review cycle regardless of portfolio size. For SIPs and lump sums, standard direct-plan minimums apply (typically ₹500–₹5,000 per scheme). PMS has its own regulatory minimum of ₹50 lakh.
How are my funds and data kept safe?
Your investments are always held with SEBI-registered intermediaries (CAMS, KFintech, NSDL, CDSL). Finnovate never takes custody of your money. Our portfolio-tracking platform uses bank-grade encryption and standard data-protection practices.
What if I have a complaint?
SEBI provides a complaint redressal system called SCORES. As a SEBI RIA, we’re required to respond to complaints within defined timelines. Our internal grievance email is services@finnovate.in.

Finnovate Financial Services Pvt. Ltd. · SEBI RIA INA000013518 · Page last reviewed: April 2026

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