Needed a financial planner who actually understood central government pension rules, not just standard private-sector retirement advice. Found someone through Leadzo who'd handled similar cases before.
ITRetirement Planning
Ishaan T
Saket, Delhi
Financial Advisors in Delhi
Financial Advisors in Delhi
Post your requirement and get matched with up to 3 financial advisors in Delhi, with responses in as little as 60 minutes. Compare their quotes and profiles, then pick the advisor who suits you best.
- Up to 3 professionals
- OTP-verified before responding
- No obligation to hire
- Matched With Up to 3 Advisors
- Every Advisor Phone-Verified
- The Final Choice Is Yours
- Nothing to Pay Upfront
Who we serve
Trusted by Investors Across Delhi
From first-time investors to established professionals, Delhi residents find the right financial advisor with Leadzo.
- First-Time Investors
- Salaried Professionals
- Business Owners
- Freelancers & Consultants
- Retirement Planning
Why Leadzo
Why Choose Leadzo?
Best Financial Advisors in Delhi - instead of contacting every advisor in the city individually, post one requirement and let relevant Leadzo professionals reach out to you directly.
Max 3 professionals per request
Once 3 professionals purchase your lead it is removed from the marketplace. You get a shortlist, not an inbox flood.
OTP-verified on both sides
Every buyer and professional verifies their phone before entering the network. You speak to real, reachable people.
Full brief visible before any spend
Professionals see your budget, timeline, and scope before deciding to respond. So every quote is relevant.
Professionals respond within minutes
Most customers receive their first quote within minutes. Professionals are notified instantly and review your brief before responding.
How it works
How Leadzo Matches You With a Financial Advisor in Delhi
- 1
Post Your Requirement
Tell Leadzo what kind of financial help you need - for example, investment planning, retirement, tax, or insurance.
- 2
Up to 3 Professionals Respond
Financial advisors in Delhi with a verified phone number will respond directly to your requirement.
- 3
Compare and Hire Directly
Look through profiles and quotes, then hire whoever's the right fit.
Evaluating & verifying
Evaluating & Verifying Financial Advisors in Delhi
SEBI-Registered RIA vs. Commission-Based Distributor (and How Leadzo Helps)
| Factor | SEBI-Registered Investment Adviser (RIA) | Mutual Fund Distributor | How Leadzo Helps |
|---|---|---|---|
| Regulatory body | Holds a SEBI registration granted under the SEBI (Investment Advisers) Regulations, 2013. | Holds an AMFI registration and operates under the mutual fund distribution rules that apply to that role. | Matches you with verified RIAs and distributors in Delhi, so you can weigh the right kind of professional for what you need. |
| Registration / identification | Assigned a SEBI registration number that can be looked up through SEBI's official channels. | Carries an ARN (AMFI Registration Number) at the entity level; the person handling your case may separately have their own EUIN. | Every professional's registration details are shared with you upfront, before you've committed to anything. |
| Primary role | Gives investment advice shaped by the buyer's financial position, experience and stated objectives. | Sells mutual fund products, with any guidance offered being secondary to the sale itself. | Helps narrow down whether advisory services or mutual fund distribution actually fits your goal. |
| Buyer considerations | Bound by requirements to act honestly and fairly, take relevant buyer details into account, disclose what's necessary, and handle conflicts of interest properly. | Governed by AMFI's Code of Conduct for Mutual Fund Distributors and whatever distribution rules apply to the products involved. | You can review profiles and compare how each professional approaches buyer relationships before choosing. |
| Compensation | Charges under a fee-based model, with the fee itself settled directly between adviser and buyer. | Paid through whatever distribution arrangement is tied to the mutual fund products involved. | Compare fee-based and commission-based pricing across multiple professionals before deciding who to work with. |
| What to verify | Verify the adviser's SEBI registration number before you commit to anything. | Check the distributor's ARN and, where relevant, their EUIN, using AMFI's official resources. | Leadzo makes it straightforward to ask for and verify these registration details directly with your matched professional. |
How Leadzo Verifies Every Professional
Every professional on Leadzo has their phone number verified via OTP before they're allowed to respond to a requirement - so you're not dealing with someone anonymous or unreachable. They also see your requirement details before choosing whether to respond.
Before you commit to anyone, ask for their SEBI registration number if they're an RIA, or their ARN/EUIN if they're a distributor, and check it against SEBI's or AMFI's official records.
Leadzo is a marketplace, not a financial advisory itself - it connects you with independent professionals, and being matched with someone is not a guarantee of investment outcomes or of their registration status beyond the phone verification described above.
What to Ask Before You Hire
Are you SEBI-registered as an Investment Adviser, or do you work as a mutual fund distributor - and can I get your registration number, whether that's a SEBI registration or an ARN?
How do you charge - is it a flat fee, hourly, a percentage of assets, or commission on whatever you sell?
Is there a particular area you specialize in, or do you cover financial planning broadly?
Have you dealt with something like my situation before, and what would your approach look like?
Services
What Financial Advisors in Delhi Help With
Investment & Portfolio Planning
Building and managing a portfolio around your goals and appetite for risk. If portfolio or investment management specifically is what you need, rather than wider planning, see Investment Advisors in Delhi for professionals dedicated to just that.
Retirement Planning
Working out how much you'll need down the line and building a plan to get there - taking inflation, your life stage, and current savings into account.
Tax Planning
Organising your income and investments to legally bring down what you owe under current Indian tax law - especially relevant with multiple income sources or equity compensation involved.
Insurance & Risk Planning
Looking at whether your life, health, and asset cover still lines up with where you are now - a separate discipline from investment planning that tends to get ignored.
Which one do I need?
Financial Advisor vs. Investment Advisor
| What You're Looking For | Financial Advisor | Investment Advisor |
|---|---|---|
| Overall financial planning | Takes in financial planning as a whole | Centres specifically on investments |
| Investment planning | Typically one piece of a bigger plan | Where most of the attention goes |
| Portfolio advice and review | Included in some cases | The main thing they focus on |
| Retirement planning | Frequently part of the plan | Brought in when it connects to the portfolio |
| Tax considerations | Worked into the broader financial plan | Looked at when it has a bearing on the investment |
| Insurance and risk planning | Generally part of the picture | Not usually where the focus sits |
| Goal-based planning | Covers goals across your whole financial life | Tied specifically to investment outcomes |
| Best suited for | Anyone who wants their full financial picture looked at | Anyone whose only real need is investment or portfolio help |
Which one should you choose?
If your needs cut across investments, retirement, tax and insurance, a financial advisor is the more sensible starting point. If it's specifically investment advice or portfolio management you're after, an investment advisor is the more direct route.
For working professionals
Financial Advisors for Delhi's Professionals
Delhi's workforce spans government and public-sector roles, corporate and consulting firms, legal and professional services, and a long-established trading and business community - and financial planning needs shift with career stage, income structure and life stage. A few considerations come up often:
- 01
Income and investment planning - putting together a plan for saving and investing that actually matches your income and goals
- 02
Retirement planning - getting an early start and revisiting the numbers as your income and goals shift
- 03
Tax planning - keeping income and investments structured efficiently under the tax rules that currently apply
- 04
Equity compensation, where applicable - ESOPs and RSUs are taxed differently from salary - worth flagging if you work at a listed company, consulting firm, or MNC, all common in Delhi
- 05
Insurance and risk planning - checking that your cover still fits where you are in life right now
- 06
Goal-based financial planning - building toward major goals: a home purchase, your children's education, or long-term wealth
- 07
NRI and cross-border planning - if you're an NRI or manage income, assets, or family across two countries, flag this early - NRE/NRO account handling, DTAA rules, and repatriation aren't something every advisor deals with regularly, so confirm the fit before hiring
None of this will apply equally to everyone - it's worth discussing your actual situation directly with an advisor rather than assuming.
Hiring tips
- Take the time to compare all the professionals you're matched with, rather than going with the first response.
- Check whether they've dealt with buyers in circumstances like yours before - covering income, tax, investment, or equity-compensation needs, as relevant.
Browse by area
Financial Advisors Near You in Delhi
Search by neighbourhood to find financial advisors who actually cover your area - useful if you've been searching for a "financial advisor near me" in Delhi.
7 areas covered
What customers say
What Customers Say
Compared three advisors before choosing. Two clearly understood what I was asking for; the third felt like a generic pitch. Went with one of the first two.
MBInvestment & Portfolio PlanningMeera B
Dwarka, Delhi
Run a small trading business and needed tax planning sorted before the financial year closed. Got a response within a few hours, which wasn't what I expected.
KVTax PlanningKaran V
Vasant Kunj, Delhi
Hadn't reviewed our family's insurance in years. The advisor we found flagged that our health cover hadn't kept pace with medical costs.
RDInsurance & Risk PlanningRitu D
Greater Kailash, Delhi
FAQ
Frequently Asked Questions
Other services
Other Services in Delhi
Looking for something more specific? Investment Advisors in Delhi focuses specifically on portfolio and investment management, rather than broader financial planning.
Ready to Find Financial Advisors in Delhi?
Whether you're planning for retirement, structuring your taxes, managing investments, or reviewing your insurance cover, comparing multiple professionals helps you make a more informed decision. Instead of contacting providers one by one, submit your requirement once and connect with up to three verified financial advisors in Delhi who match what you're looking for.
Compare Financial Advisors in Delhi
Find, compare, and connect with SEBI-registered investment advisers and mutual fund distributors serving Delhi, all in one place.
- Up to 3 relevant professionals
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