5 Best Financial advisors in Siliguri , West Bengal

Experts recommended Top 5 Financial advisors in Siliguri, West Bengal. All Financial advisors listed here are comparatively the Most Authentic, based on our research done by evaluating business age, trust, reputation, excellence, quality of services, customer satisfaction and their feedback, pricing and value for money. You get to see only the Best.

PRUDENT WEALTH

4.9 (45)

Sevoke Road Shelcon Plaza 2nd Floor Shop no 4, Siliguri, West Bengal - 734001, IN
Beside : Raymond Showroom

Direction

DESCRIPTION:
Prudent Wealth is a Chartered Wealth Management firm. They ensure proactive monitoring of your fund's timely booking of profit, with proper market research you will never miss an opportunity. Their expertise, knowledge, years of experience, and thorough understanding of finance help the Client achieve financial success.

SPECIALITY:
Wealth Management :
Wealth management is a form of investment advisory service that incorporates other financial services to meet the needs of individuals.
Business Consulting :
They understand that every business is unique in the way it is operated, its vision, and the culture it has borne. They offer tailored consulting services for different businesses.
Tax Planning :
It is an efficient way to save taxes is tax planning.

TIMING: Sun : Closed
Sat : 10am - 6pm
Mon to Fri : 10am - 8pm

MOTILAL OSWAL FINANCIAL SERVICES LIMITED

4.8 (62)

1st Floor, Vasundhara, Station Feeder Road, Siliguri, West Bengal - 734005, IN
Direction

DESCRIPTION:
Motilal Oswal Financial Services Ltd. is a reputed name in Financial Services with group of companies providing you services such as Private Wealth Management. This includes being awarded 'Best Performing National Financial Advisor Equity Broker' for four years in a row at the. Motilal Oswal Securities is a group company of Motilal Oswal Financial Service Limited which started as a stock broking company and has blossomed into well diversified firm offering a range of financial products and services. They have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions and corpora.

SPECIALITY:
Banking,
Private Equity,
Finance,
Wealth Management,
Etc.

TIMING: Sun : Closed
Mon to Sat : 9am - 7pm

Frequently Asked Questions

Not all Financial Advisors are fiduciaries. Fiduciaries legally must put clients’ financial interests above their own.

A financial Agent or advisor should be a CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), or PFS (Personal Financial Specialist). And if you have certain financial needs, you might look for a more specialized credential, such as a CDFA (Certified Divorce Financial Analyst).

A financial advisor may provide tax planning, college planning, strategies to get out of debt, life insurance, education, investment management, and more. Think about your potential future needs as well as your current ones.

Your Financial advisor should have adequate experience to wisely guide you through various life decisions and changing market conditions.

Some financial agents only provide retirement planning services, whereas others address all areas of financial planning e.g., taxes, asset protection, estate planning, college funding, etc. Ask your financial analyst before choosing one for your business.