Top 10 Financial Experts in India

In an uncertain time, humans have an innate sense of admiring someone who has experience. Especially in an industry as agile and unpredictable as finance, we are constantly looking for a mentor whose advice we can trust to make important decisions. With money at stake, it is of the utmost importance that we follow the advice of someone with great experience. Therefore, we have chosen these 10 advisors (in no order) to make this task a little easier for you.

  1. Nilesh Shetty: CFA Qualified from CIMA, UK, Nilesh has over 13 years of experience in the field of research and finance. Currently, he is the associate fund manager at Quantum AMC. He was associated with the Edelweiss group before that.
  2. Suresh Soni: Until January 2018, he was the CEO of DHLPramerica. He has over 23 years of experience in the Indian financial markets. Having held senior positions in investment and general management, his experience in the field is unparalleled. He had also worked with Deutsche MF, Pioneer ITI, Sundaram Newton and SBI over the years.
  3. Lakshmi Iyer: The general mindset in today’s world is that finance is a male-dominated industry, but Lakshmi shares the refreshing insight that “the glass ceiling is in the mind. Not only has she been in the industry for over She has been winning at it for 20 years. With her kind of attitude, she has become an inspiration to women all over the world who want to build a career in this field. She is currently CIO at Kotak.
  4. Sonu Iyer: With a wealth of experience spanning over 23 years, Sonu is EY India’s tax partner and leader in people advisory services. He is known for sharing his uninhibited and brazen opinions on financial matters. His points of view and his points of view vividly demonstrate his knowledge in the area.
  5. Saravana Kumar: Saravana has worked for more than 25 years in investment management in industries such as mutual funds, banking, insurance and portfolio management services. He is currently the Chief Investment Officer of LIC and prior to that he was associated with big names in the industry such as Tata and Trust Investment Advisors. He also received the World Finance Award in 2013.
  6. Seemant Shukla: After working for ICICI, Reliance and Dhanlaxmi Bank, you now lead Sales and Business Development for Edelweiss. He has been in the financial world for about 13 years, rich in experiences and learnings.
  7. Lovaii Navlakhi: Lovaii is one of the first Certified Financial Planners (CFPs) in India. He is an MBA (Finance) and an ICWA. A firm believer in continuing education as a way of life, he is now the founder and CEO of International Money Matters. Lovaii has also been a board member of the Financial Planning Standard Board, India. His blogs are also great reading.
  8. Brijesh Dalmia: The founder of ‘The Brijesh Dalmia Leadership Company’ He is a CFP, LUTCF and LMF. He is also the founder of ‘Dalmia Advisory Services’, which is among the leading boutique wealth management firms in the country. He is the author of 9 books and is a regular blogger.
  9. Manish Chauhan: Manish has written articles on over 800 personal finance topics, 2 personal finance books with CNBC, and has been a part of countless seminars and workshops. He is the founder of Jagoinvestor, which is a Financial Coaching firm. He has been in the financial sector for more than 8 years.
  10. Sumeet Vaid: Certainly a veteran in the industry, he has worked with companies like Bajaj Capital, Prudential ICICI, ING Vysya, Optimix, Networth Stock Broking. He is also the founder and CEO of Freedom Financial Planners. He has more than 13 years of experience in Wealth Management, business and distribution of financial products.

Bonus: With the rise of technology at a rapid rate, we can also rely on our virtual finance experts. In terms of personal loans and credit cards, we have several online portals that can also help you.

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