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5 Best Financial advisors in Bhubaneswar, Odisha

Experts recommended Top 5 Financial advisors in Bhubaneswar, Odisha. 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. These businesses are better options as "Financial advisors near me" in your local search. You get to see only the Best. Business verified by our team are labelled with verified badge. They are reliable & trustworthy. Their contact and business information are updated frequently.

WALLET4WEALTH

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Plot No, 271, 8th St, Unit 3, Bhubaneswari Temple lane, Kharvela Nagar , Bhubaneswar, Odisha - 751001, IN
Behind : Keshari Takies

DESCRIPTION:
“Wallet4wealth is one of the leading investment advisors in Bhubaneswar. They offer you multiple distribution services like Mutual funds, Insurance, Fixed Deposit, a complete range of services that complement their distribution services. The range includes a combination of best of breed proprietary and non-proprietary (third party) products. The approach is to provide you quick transaction services suitable to your profile and risk appetite.
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SPECIALITY:
Mutual Funds, Fixed Deposit, Open Free Demat AC, Life Insurance, Health Insurance, Vehicle Insurance, Home Loans, Tax Saving, NPS, Bonds / NCDs.

TIMING:
Sun : Closed
Sat : 10am - 6pm
Rest all Days : 9am - 7pm

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Last Update:
2023-10-23 18:15:28

SMARTMANTRA FINANCIAL SERVICES PVT. LTD.

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Plot No-2132/5140, Ground Floor, Lewis Rd, BJB Nagar , Bhubaneswar, Odisha - 751014, IN
Behind : Aditya Hyundai

DESCRIPTION:
“A financial advising business helps people set financial goals and plan out a course of action to realize it. SmartMantra Financial Services Pvt. Ltd is a certified investment planner in Bhubaneswar. Rupakumar Pradhan has been practicing and figuring commercial and corporate businesses for years. He is a famous and dedicated financial advisor also provides generalist investments and insurance services, wealth management, stocks, budgeting, mutual funds, etc. He helps his customers to realize their true financial potential.
”

SPECIALITY:
Certified Financial Planner, Chartered Wealth Manager, Personal Financial Advisor, Columnist, & Trainer in Wealth Management, Tax Planning, Estate Planning, Mutual Fund, Fixed Income, Retirement Planning,

DISCOUNT: rkpradhan@smartmantra.in

CERTIFICATE: CIN : U74140OR2010PTC011999

TIMING:
Sun : Closed
Rest all Days : 10am - 6pm

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Last Update:
2023-10-23 18:15:28

KALINGA WEALTH

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House No 2, Plot No. 698, Jayadurga Nagar, Puri - Cuttack Rd, Bomikhal , Bhubaneswar, Odisha - 751006, IN
Near : ICICI Bank

SINCE: 2000

DESCRIPTION:
“Kalinga Wealth is a well-known name in the market as a financial planner in Bhubaneswar. Mr. Anil Patro the best financial advisor at Kalinga Wealth have been committed to their goal, to support people and make them feel secure about their financial future. Their strength, ethics, range of services, and personal ties have made them a renowned leader in financial planning and advising during difficult economic times.
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SPECIALITY:
Chartered Accountant Service, Accounts, Auditing Service, Income Tax Service And Financial Services.

TIMING:
Sun : Closed
Fri, Sat : 10:30am - 8pm
Rest all Days : 10am - 8pm

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Last Update:
2024-04-25 17:43:15

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Know More

About Financial Advisors

When it comes to managing your finances and planning for the future, seeking the guidance of a financial advisor can be incredibly beneficial. Financial advisors are professionals who specialize in providing advice and guidance on a wide range of financial matters, including investments, retirement planning, insurance, and more. They can help individuals and businesses make informed decisions about their financial goals and create a comprehensive financial strategy to achieve those goals.

Why Choose Financial Advisors?

One of the main reasons to choose a financial advisor is their expertise and knowledge in the financial industry. They have access to a wealth of information and resources that can help you make sound financial decisions and maximize your financial potential. By working with a financial advisor, you can benefit from their experience and insights to navigate complex financial matters and achieve your financial goals.

Which Financial Advisor is Best in Bhubaneswar?

Choosing the best financial advisor for your needs in Bhubaneswar can be a critical decision that can impact your financial future. Here are some factors to consider when selecting a financial advisor:

  • Specialization and Services Offered

    • Consider what area of finance you need assistance with and find a financial advisor who specializes in that area, whether it be investment management, retirement planning, tax planning, estate planning, or a combination of services.

  • Experience and Qualifications

    • Look for a financial advisor who has the necessary qualifications, certifications, and experience in the financial industry. Check their track record, reviews, and testimonials to ensure they have a proven track record of success.

  • Fee Structure

    • Understand how the financial advisor charges for their services, whether it be a flat fee, hourly rate, or percentage of assets under management. Make sure to clarify any potential conflicts of interest related to their compensation structure.

  • Communication and Availability

    • Ensure that the financial advisor is accessible and responsive to your needs. Effective communication is essential for a successful advisor-client relationship, so choose someone who is available to answer your questions and provide updates on your financial progress.

  • Reputation and Track Record

    • Research the financial advisor's reputation in the community and inquire about their track record of success with clients. Look for testimonials, reviews, and any awards or recognition they may have received in the financial industry.

  • Compatibility and Trust

    • It's important to feel comfortable and trust the financial advisor you choose to work with. Building a strong relationship based on mutual respect, honesty, and transparency is key to a successful financial planning partnership.

Frequently Asked Questions

1.

Are all Financial Advisors Fiduciary?

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

2.

What should be the credentials of Financial Advisors in Bhubaneswar?

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).

3.

What services do Financial Advisors provide in Bhubaneswar?

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.

4.

How much experience should a Financial Analyst have?

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

5.

What Financial Planning services does the Advisor give you in Bhubaneswar?

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.