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By homeis South Asians  ·  December 16, 2018

Indian Financial Advisors

Financial advisors from our community offering various financial planning and investment management services.

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Financial Expert · Vetted by homeis
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Sahil Vakil and his staff at Myra Wealth specializes in providing personal finance services for immigrants. They offer advice to all levels- starting out, nearing retirement and retirement planning. You can schedule a free consultation. Some highlights from the range of services they provide include: Education savings, retirement savings, insurance & risk management, tax strategies and investment management.
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RETIRE SMART Consulting, LLC.

By Madhini
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Shikha Mittra is a financial advisor at Retire Smart. The firm offers retirement planning services such as wealth management and investment management. They also conduct workshops at employer worksites and offer volume discounts.
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Altfest Personal Wealth Management

By Madhini
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David Manukjan is a financial advisor at Altfest. He offers investment management and several integrated financial planning options. David is a member of the National Association of Personal Financial Advisors.
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Radha Associates Inc

By Divneet
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He was a Chartered accountant from India, and he is well versed in Indian taxation in addition to U.S. tax laws. Muthu and the staff at Radha Associates Inc. combine their practical knowledge with high-quality training to provide the most effective service for your needs.
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LPS Financial

By Madhini
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Owned by Gaurav Lall, LPS offers Retirement, College and Financial Planning, Portfolio Management and Investment Advisory services. The advisors offer personalized advice upon a complementary review, they can also speak Hindi.
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Siddharth Dhawan - Ameriprise Financial Services, Inc.

By Divneet
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One hell of a financial planner in Miami. His attention to detail is fantastic and has good knowledge of the Market.
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Yash Talreja at Morgan Stanley

By Divneet
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Yash Talreja, a financial advisor with Morgan Stanley in its Wealth Management office in Pleasanton, Calif., has been named to the firm’s Pacesetter’s Club, the company announced Feb. 18. The Pacesetter’s Club is a global recognition program for financial advisors who, within their first five years, demonstrate the highest professional standards and first class client service, according to a press release. He current lives in Fremont .
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Hemant Sachdev - AXA Advisors, LLC

By Hemant
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Comprehensive unbiased financial advice.
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Ramesh Madhusudan - Raymond James

By Divneet
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Impeccable Services. Top notch. Has a close grip on finances and choosing him will be one of the stress relieving things when it comes to invest your hard earned money for future needs.
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Unique Financial Advisors & Tax Consultants

By Madhini
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Vid Ponnapalli at Unique Financial Advisors offers financial coaching, investment management, retirement and tax planning and college funding. Unique has offices in Manhattan, Iselin and Princeton as well.
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Rohan nayak

By Divneet
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He is a Certified Financial Planner.He is a Portfolio Manager as well an Investment Advisor.Rohan keeps his skill set maintained and upgraded by having a routine oversight to investment transactions in client accounts.
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KAI Advisors

By Madhini
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Ajay Kasith at KAI has over 14 years of experience in financial services. The firm offers special focused advise for Americans of Indian Origin with issues such as inheritances, cross-border estate planning and tax planning. They also offer specialized advice for medical professionals, individuals and small businesses. Hourly advice is also available.
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The Kapoor Agency

By Sonu
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Great Service & Educated Professionals to help with all insurance needs.
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Excellent Service.
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Omkar Chicago LLC Financial Services

By Lakshmi
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Right way of educating the plans, which everyone has to take advantage and in best interest of client
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