Financial Advisors in Mumbai
Share your requirement and get matched with up to 3 financial advisors in Mumbai, with responses in as little as 60 minutes. Compare profiles and quotes, then choose the advisor that's right for you.
Who we serve
From first-time investors to established professionals, Mumbai residents find the right financial advisor with Leadzo.
Why Leadzo
Best Financial Advisors in Mumbai - instead of researching advisors one by one across the city, submit a single requirement and let Leadzo's network of professionals come to you.
Once 3 professionals purchase your lead it is removed from the marketplace. You get a shortlist, not an inbox flood.
Every buyer and professional verifies their phone before entering the network. You speak to real, reachable people.
Professionals see your budget, timeline, and scope before deciding to respond. So every quote is relevant.
Most customers receive their first quote within minutes. Professionals are notified instantly and review your brief before responding.
How it works
Share the details of the financial help you're looking for - for example, investment planning, retirement, tax, or insurance.
Financial advisors in Mumbai who have verified their phone number by OTP will respond to your requirement.
Review profiles, compare quotes, and choose with confidence.
Evaluating & verifying
Financial planning and investment-related help in India comes from two distinct, separately regulated roles. This is especially worth confirming in Mumbai, where SEBI itself is headquartered (in the Bandra Kurla Complex) alongside a large concentration of registered advisers and distributors.
| Factor | SEBI-Registered Investment Adviser (RIA) | Mutual Fund Distributor | How Leadzo Helps |
|---|---|---|---|
| Regulatory body | Registered with SEBI (Securities and Exchange Board of India) under the SEBI (Investment Advisers) Regulations, 2013. | Holds an AMFI (Association of Mutual Funds in India) registration and follows the distribution rules that apply to mutual fund products. | Connects you with verified RIAs and distributors across Mumbai, matched to what you're actually looking for. |
| Registration / identification | Carries a SEBI registration number that can be checked against SEBI's official records. | The distributing entity holds an ARN (AMFI Registration Number); the individual handling the transaction may separately hold an EUIN (Employee Unique Identification Number). | Every professional shares their registration details with you before you've committed to anything. |
| Primary role | Advises on investments based on the buyer's financial situation, experience and objectives. | Distributes mutual fund products and may offer guidance incidental to those products. | Helps you work out whether advisory services or mutual fund distribution is the closer fit for your goal. |
| Buyer considerations | Required to act honestly and fairly, take account of relevant buyer information, make required disclosures, and manage conflicts of interest. | Operates under AMFI's Code of Conduct for Mutual Fund Distributors and the applicable distribution rules. | Compare professional profiles and pick someone whose approach and communication style you're comfortable with. |
| Compensation | Works under a fee-based advisory model, with fees agreed directly between adviser and buyer. | Compensated through the distribution arrangements tied to the products being distributed. | Discuss and compare fee-based and commission-based pricing across multiple professionals before deciding. |
| What to verify | Confirm the adviser's SEBI registration before proceeding. | Confirm the distributor's ARN/EUIN, where applicable, through AMFI's official channels. | Leadzo makes requesting and verifying these registration details a normal part of the conversation with your matched professional. |
Every professional on Leadzo confirms their phone number through OTP before they're able to respond to any requirement - so you know you're dealing with someone real and reachable. Professionals also review your requirement details before choosing to respond.
Before you hire, ask the professional for their SEBI registration number if they're an RIA, or their ARN/EUIN if applicable, and check the details against the relevant SEBI or AMFI records.
Leadzo operates as a marketplace connecting you with independent financial advisors - it doesn't provide financial advice itself, and being matched with a professional isn't a guarantee of investment outcomes or of their registration status beyond the phone verification described above.
Are you registered with SEBI as an Investment Adviser, or are you a mutual fund distributor - and can you share your registration number (SEBI registration or ARN)?
How is your fee structured: a flat fee, an hourly rate, a percentage of assets, or commission on the products you sell?
Do you focus on a specific area of planning, or do you take a general approach?
Have you worked on a goal similar to mine before? Can you walk me through how you'd approach it?
Services
Building and managing a portfolio suited to your goals and risk appetite. If you already know you want investment or portfolio management specifically, rather than broader planning, see Investment Advisors in Mumbai for professionals who focus on exactly that.
Working out what you'll need for retirement and putting a savings and investment plan in place to get there - factoring in inflation, life stage, and what you've already saved.
Structuring your income and investments to legally reduce your tax liability under current Indian tax law - especially useful if you have multiple income sources or receive equity compensation.
Checking whether your life, health, and asset cover actually reflects your current situation - a separate discipline from investment planning that's easy to overlook.
Which one do I need?
| What You're Looking For | Financial Advisor | Investment Advisor |
|---|---|---|
| Overall financial planning | Covers financial planning more broadly | Centred mainly on investments |
| Investment planning | Usually one part of a wider plan | The main area of focus |
| Portfolio advice and review | Sometimes included | Central focus |
| Retirement planning | Often included | Included where relevant |
| Tax considerations | Factored in as part of overall planning | Considered where relevant to the investment |
| Insurance and risk planning | Often included | Usually not the main focus |
| Goal-based planning | Covers a wide range of financial goals | Focused on investment-linked goals |
| Best suited for | Anyone reviewing their overall financial position | Anyone whose primary need is investment or portfolio advice |
Which one should you choose?
If you need planning across investments, retirement, tax and insurance together, a financial advisor is usually the better starting point. If investment advice or portfolio management is your only requirement, an investment advisor may serve you more directly.
For working professionals
Mumbai's workforce spans banking, financial services, trading, media and a large base of business owners - and financial planning needs shift with career stage, income structure and life stage. A few considerations come up often:
Income and investment planning - putting together a savings and investment plan that matches your income and goals
Retirement planning - starting early and revisiting the plan as your income and goals change
Tax planning - organising income and investments efficiently in line with current Indian tax law
Equity compensation, where applicable - ESOPs and RSUs are taxed differently from salary, relevant for professionals at listed companies and financial institutions, both common employers in Mumbai
Insurance and risk planning - making sure your cover keeps pace with your current situation
Goal-based financial planning - building a plan around major goals such as buying a home, funding education, or building long-term wealth
NRI and cross-border planning - given Mumbai's large NRI and expat buyer base, if you have income, assets, or family abroad, mention this upfront - not every advisor works regularly with NRE/NRO accounts, DTAA rules, or repatriation, so confirm the fit before hiring
Not every point here will apply to you - the best starting point is discussing your specific situation directly with an advisor.
Hiring tips
What customers say
Needed help with retirement planning and wasn't sure where to start. Posted my requirement on a Friday and had two advisors respond by the weekend, both relevant to what I was actually asking for. Went with someone based in Andheri who took the time to explain the numbers properly.
Rohan M
Andheri, Mumbai
I work in financial services myself, so I know how the commission side of this industry can work. Appreciated that the advisor I matched with was upfront about his fee structure from the first conversation.
Kavya S
Bandra, Mumbai
Compared three advisors before choosing - two were a strong fit for what I needed, one was more generic. Liked being able to see profiles side by side instead of contacting firms one by one.
Nikhil D
Powai, Mumbai
Wanted a second opinion on our family's insurance cover after a job change. The advisor we found flagged a coverage gap our previous policy hadn't accounted for.
Anjali P
Worli, Mumbai
FAQ
Other services
Looking for something more specific? Investment Advisors in Mumbai focuses specifically on portfolio and investment management, rather than broader financial planning.
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 Mumbai who match what you're looking for.
Find, compare, and connect with SEBI-registered investment advisers and mutual fund distributors serving Mumbai, all in one place.
Compare up to three relevant professionals based on your project needs and provider availability.
Are you a professional?
Browse OTP-verified customer requirements in Mumbai. Up to 3 professionals per lead.
