5 Best Gold IRA Companies in India – Gold IRA Investing Custodians You Can Trust
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INSIGHTFUL – Financial Planning
ADDRESS: Madhava Building, 701/702, E Block BKC, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051, India
NUMBER:
SERVCES: Retirement savings consulting, Wealth management, Comprehensive Service, Customized Financial Plans, Financial Advice, Financial Planning & Investment, Holistic Financial Planning, Gold Mutal Fund Investing
OFFICE HOURS
| Mon | 9:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:00 PM | |
| Wed | 9:00 AM – 7:00 PM | |
| Thu | 9:00 AM – 7:00 PM | |
| Fri | 9:00 AM – 7:00 PM | |
| Sat | 9:00 AM – 7:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been taking financial guidance from Vikram sir from past 2 years. Very down to earth person, right from day 1. He worked with so much clarity and details to develop personalized financial plan and he kept regularly following up…guiding me along the same. Very easy to reach, with just a what’s app message can reach him and get doubts clarified … he guides and explains with so much clarity and politeness.. very nominal subscription and never rushed things any day. Even some basic / silly financial doubts he clarifies politely .. Happy and blessed to have him as a financial advisor 😊 – vijay prabha
REVIEW #2 – I have recently used Vikram service for planning. His meeting and explanation has so much clarity. We can easily understand the cash flow projection and passive income projection without complication. Since the plan has so much clarity, it is easy to implement and follow. Also since he has worked outside India for few years, he will also better understand NRI needs. Thank you – Muthu KKumar
*** MORE REVIEWS PENDNG FOR THIS BUSINESS ***
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1 Finance
ADDRESS: 11th Floor, Lotus Corporate Park, Unit No. 1101 & 1102, B – Wing, Laxmi Nagar, Goregaon East, Mumbai, Maharashtra 400063, India
NUMBER: +91 22 6912 0020
SERVICES: Financial Advisory, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Gold Mutal Fund Investing
OFFICE HOURS
| Mon | 9:30 AM – 6:30 PM | |
|---|---|---|
| Tue | 9:30 AM – 6:30 PM | |
| Wed | 9:30 AM – 6:30 PM | |
| Thu | 9:30 AM – 6:30 PM | |
| Fri | 9:30 AM – 6:30 PM | |
| Sat | 9:30 AM – 6:30 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I heard about 1Finance a few months ago and registered for the first meeting. After the first meeting with Pawan Gupta (my advisor), it was quite impressive how hard he worked on my data and showed me a detailed analysis. Now I have quite good clarity about my retirement planning, and my advisor always comes with good suggestions. He’s just a call away whenever I need him. They also have other features that I am currently exploring. – vikalp singh
REVIEW #2 – My experience with 1 Finance was really good. My financial advisor Sohil was simply amazing and understood my requirements and curated a custom plan for me. He had really good knowledge and eye for details. Simply amazing! – Meghna Tyagi
REVIEW #3 – Outstanding support! 1Finance has made managing our finances so much simpler. We took their free introductory session as a couple and the insights were eye-opening. Their advisors are knowledgeable and the quick turnaround on any queries we had was impressive. If you need a professional touch for your financial planning without the usual jargon, this is the app to go for. – yasheshkumar Lele
REVIEW #4 – Great experience with 1Finance. Their advice is unbiased, transparent, and truly goal-focused. The team explains everything clearly and builds personalized plans without pushing products. Highly recommended for anyone looking for trustworthy and professional financial guidance. – Parvej khan
REVIEW #5 – The relationships they build and take care of is beautiful. Everything truly feels personal and catered for. The suggestions they provide on all matters of finance are well thought out. Glad to be a part of this community. – Sunit Srichandan
REVIEW #6 – I had a great experience with 1Finance. They carefully reviewed my financial details and gave really practical, helpful suggestions. Promod S, one of their qualified financial advisors, walked me through all key aspects of my assets and liabilities very clearly. Overall, a very smooth and insightful experience. – kumar suman
REVIEW #7 – The team is doing good work in retirement planning. I’ve been using 1finance for the last two years, and they’ve helped me shape my personal finances in a very simplified manner. – Sneha Yadav
REVIEW #8 – It was an amazing experience with 1Finance. What impressed me most was the professionalism and speed with which they operate. I would like to make a special mention of CA Karan Kapadia who handled my case with swiftness, deep expertise, and complete clarity. He not only resolved my queries but also went the extra mile to guide me on the finer aspects of tax planning. His ability to simplify complex issues and provide practical, actionable solutions gave me tremendous confidence. The personal attention and proactive support I received made me feel assured that I was in the best hands. – Russel Baptista
REVIEW #9 – I recently used the free financial advisory service from One Finance, and I must say the experience was excellent.
The advisor, Rishabh Bhardwaj, explained everything with great clarity, sincerity, and professionalism. His knowledge and honest approach really stood out, and I never felt rushed or misled during the discussion.
It’s hard to find financial advice that feels this transparent and genuinely helpful, especially in a free consultation. I’m very satisfied with the guidance and would highly recommend. – prem kumar tiwari
Finnovate Financial Services
ADDRESS: Unit no. 703, 7th Floor, The Summit Business Park, Andheri – Kurla Rd, Gundavali, Andheri East, Mumbai, Maharashtra 400093, India
NUMBER: +91 92288 53607
SERVICES: Wealth Management Services, Retirement Planning, Equity Investing, Estate Planning, Financial Planning, Insurance Planning, Investment Advisor, Gold Mutal Fund Investing, Investment Advisory, Investment Portfolio, Investment Recommendations, Life Insurance, Portfolio Management Services,
OFFICE HOURS
| Mon | 9:30 AM – 6:30 PM | |
|---|---|---|
| Tue | 9:30 AM – 6:30 PM | |
| Wed | 9:30 AM – 6:30 PM | |
| Thu | 9:30 AM – 6:30 PM | |
| Fri | 9:30 AM – 6:30 PM | |
| Sat | 10:00 AM – 3:30 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I wanted to take a moment to express my sincere admiration for two exceptional individuals I had the pleasure of working with during my time at Finnovate in 2007 – Nehal Mam and Naveen Sir. Although my tenure was brief, lasting only 6-8 months, the experience was truly memorable and had a lasting impact on me.
If you are a client of Finnovate, I believe you have made one of the wisest decisions of your life. The team’s commitment to delivering exceptional service and results is unparalleled. – Fàlcóns々
REVIEW #2 – Finnovate has an amazing team of professionals for managing financials and retirement planning. They keep the customer’s needs at the forefront and in alignment, take care of everything from portfolio management to insurance and claim processing. Even if the customer does not have time to track their own investments, Finnovate team is on their toes with regular reviews. I would wholeheartedly recommend them to anyone looking for any sort of financial advice. – Rachana C
REVIEW #3 – Enthusiastic and helpful team with clear ethical and disciplined approach to help achieve personal goals of clients . 🙏👍Keep up the good work and keep helping people with limited time to do micromanagement and yet achieve desired financial outcomes 😊 – Dr Mukesh Gupta
REVIEW #4 – As a medical professional I needed something practical that would fit into my busy schedule. The Finnovate approach was simple, structured and easy to maintain consistently. – Shrikant Suryawanshi
REVIEW #5 – Finnovate has helped me achieve one of my most important goals – planning for my kids’ post-graduation education. Because of their guidance, I feel secure and don’t have to take any pressure or tension about arranging funds in the future. It truly gives me peace of mind. I really appreciate their support and planning. – prafulla Tamaskar
REVIEW #6 – Webinars have been quite interesting and very informative… covered good many topics in simple language and summed up in a more simplified by Ms.Nehal…thanks – Sunil Roopal Shah
REVIEW #7 – I am quite satisfied with the services given by Finnovate. – sanjay shah
REVIEW #8 – Good place. The owner Mr Naveen is extremely welcoming and positive. Overall a highly dependable investment organization. – Chaitanya Dhareshwar
REVIEW #9 – Intelligent and sharp financial planners …giving you full control over your investment decisions…well thought and designed platform.
Services Include :
1. Financial Planning
2. Risk Management
3. Goal Management
4. Wealth Management
5. Wealth Succession
They have customized and specialized Services for,
1. Doctors
2. Corporate
3. Entrepreneurs
4. Individuals
5. NRIs
Welfin
ADDRESS: 11th Floor,Awfis, Technopolis Building, BP Block, Sector V, Bidhannagar, Kolkata, West Bengal 700091, India
NUMBER: +91 96749 10283
OFFICE HOURS
| Mon | 9:30 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 7:00 PM | |
| Wed | 9:30 AM – 7:00 PM | |
| Thu | 9:30 AM – 7:00 PM | |
| Fri | 9:30 AM – 7:00 PM | |
| Sat | 9:30 AM – 3:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Pleased with the service I received from Welfin. I have been a client since the last more than 3 years and feel I have been well guided and nurtured. From having zero knowledge on gold mutual funds to becoming informed to a great extent was a journey that I could make thanks to your team. Now I have a well balanced portfolio. Thank you financial planning team. – Kausthub Roy Chowdhury
REVIEW #2 – Highly appreciate the service and guidance that Welfin provides since so many years. Thanks to their team of financial experts who guide me with my investment portfolio. They revise my portfolio according to the changing market dynamics and requirements which I think is wonderful.. – SiddhaNth Das
REVIEW #3 – I have been a client for the last 5 years now. Welfin has helped me get financially sorted. I am a young professional and Welfin has helped me create a portfolio that is suitable for my age and needs and also helped me with my insurance needs. I never knew the importance of getting term insurance till they explained to me. Thanks for your service. I have a small complaint though. Your customer care team sometimes takes time to respond. Make it more prompt. – PRASAD VYAVAHARE
REVIEW #4 – Great going team Welfin in making us financially literate and an informed investor. I was introduced by my husband Rohit Syal who is an investor with you and now I am a client with you for the last 2 years. I have started with MF investments and now I look into my portfolio regularly. Your people have been a great help. – Jyoti marvaha
REVIEW #5 – Servics by Welfin have always been excellent, with prompt and timely responses from the team. I’ve been associated with Welfin as a client for nearly eight years and truly appreciate the quality of work they deliver in financial management. The team is knowledgeable, supportive, and always willing to help. Thank you once again. – Subrata Majumder
REVIEW #6 – Being a medical professional owning a hospital, I have very little time to look after the financial aspect and effective management of my outfit that needs to run like a well-oiled contraption. Welcon Financials has helped me in my day to day journey since 2017 through simple SIP investments to streamline my cash flow, expenses management and fund creation for foreseeable growth and unforeseen challenges. Thank you Welfin for being my financial doctor. – sanjeet kishore karan
REVIEW #7 – I have been associated with Welfin since 2016. They have been prompt, knowledgeable and extremely helpful. I really feel satisfied and secured investing with them. They are indeed a friend in need!!! All the best to the entire team!! – Mou Sengupta
REVIEW #8 – Welfin opens up a total new horizon of fiscal prudence and goal setting. Engage earlier for a better future. – Sougat Chatterjee
REVIEW #9 – Welfin is a seasoned distribution team with decades of experience, known for its efficiency and customer-centric approach. We’re driven by a strong commitment to ethics and loyalty, with a core motto of serving our clients with integrity and dedication. – Tauseef Ahmed
REVIEW #10 – Welfin has introduced me to the marvel of gold Mutual Fund investments through SIP for creating wealth. A big thanks to their team for prompt service and guidance. – Ruma Bhowmik
REVIEW #11 – Welfin has given very professional guidance and support to me… I had a very complicated case that had been solved successfully with the help of welfin..all staffs are very professional and have a sound knowledge of fund management and development… Stock market… thank you – Sonali Banerjee
REVIEW #12 – I am Sanjeev Syal and I am a client with a fair amount of understanding of the financial market, world economy and investing. I strongly suggest Welfin as the preferred financial doctor for people looking for financial planning and financial management. Thank you. – SANJEEV SYAL
REVIEW #13 – I’ve known Tapash da for almost 14 years and he is one of the finest Financial Advisor. He have a thorough knowledge and expertise in his domain. – Manojit Saha
REVIEW #14 – The service is excellent. I always got prompt response from the team. And the best part of their service is periodically recalibrating the investment portfolio. – Anindya
REVIEW #15 – I know Welfin team since 6 months – very professional set of people to deal with your wealth management products. – Mohit Sureka
REVIEW #16 – I am Rohit Syal. Investing with Welfin has been a breeze. Being a professional in my early 30s, I need to create funds for my child’s education and home improvement along with other dreams like vacation abroad, luxury car purchase, etc. Welfin has taught me to create a successful journey realising the milestones through mutual funds, securing my family through health, life and term insurance. I now realise the power of financial planning, thanks to your wonderful team. Kudos to you for the good work you do. – Rohit Syal
REVIEW #17 – As a founder, not getting time was the no.1 problem i faced.
despite making good money, i ended up not saving or investing it right.
so i spoke with the welfin team – tapas sir and phalguni ma’am.
they understood me well and gave the right guidance in my wealth-building journey.
one specific thing :
they asked me to invest in gold in 2024.
that year, gold gave the best ROI for me.
and not just me – for many others too.
that’s why i’m suggested many to start their wealth journey with welfin.
because they truly fall under the top 1% wealth management teams in india. – Gokul Raj
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FinIntellect
ADDRESS: 80/1 1st Main Road, B Channasandra, BANGALORE, KARNATAKA, 560016
NUMBER: +91 91081 98930
DESCRIPTION FROM BUSINESS: Personalized Financial Advice With Focus on Your Best Interest, NOT on Selling Financial Products
OFFICE HOURS
Mon 10:00 AM – 7:00 PM Tue 10:00 AM – 7:00 PM Wed 10:00 AM – 7:00 PM Thu 10:00 AM – 7:00 PM Fri 10:00 AM – 7:00 PM Sat 10:00 AM – 7:00 PM Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – I got to know about Mr. Satheesh Kannan / Finintellect when I was browsing internet for a good Financial Advisor during July 2023. Since then my journey has been super positive!
Mr. Satheesh guided me to course correct my investments and make a solid plan to reach my financial goals. Since last 8-12 months I have been consulting him for all my queries and he has been very supportive. – Achutha Kumar N.P.
REVIEW #2 – Sateesh is a great retirement planner. He is very patient and professional. He cleared all questions related to financial planning patiently. I would recommend him to anyone. – Sujit Sagar
REVIEW #3 – Mr. Satheesh from fintellect is a thorough professional. I have been availing his services from the past 3 years. He prepares a detailed customized plan with net worth analysis and explains it in detail with tangible projections. It has helped me tremendously in my journey to become financially independent. I recommend his services strongly. – Q Kas
REVIEW #4 – Satheesh really takes the time to understand your situation and goals right from the very first meeting. During the process he makes you understand your current situation and also helps you prioritize the goals accordingly. It was a great experience to develop the plan and as he puts in time to develop your financial knowledge all along. – Vicky S
REVIEW #5 – I am associated with Mr. Satheesh Kannan since 2019 and very satisfied with his valuable service. He provides a clear guidance on financial planning based on your current situation by periodic review which helps to achieve your financial goals. I would highly recommend FinIntellect if you are looking for a financial advice. – Vignesh Gopal
REVIEW #6 – Satheesh @ FinIntellect is an honest and humble person who provides high class financial planning services. I’m his client for 3 years now and I am satisfied with his services. He is very much approachable and provides detailed, research based reasoning for every action plan. Thanks to my friend who introduced me to FinIntellect. I highly recommend FinIntellect for everyone. – madhu bidarahalli
REVIEW #7 – Satheesh Kannan had great skills in financial planning and he is good listener and approachable person. He had taken sufficient time in understanding my financial goals. He came back with solid a plan based on my goals and risk appetite. He had explained the plan in a simple way so that I could understand ( in spite of my basic financial knowledge). Happy to have Satheesh as my financial planner and guide.
I would strongly recommend FinIntellect and Satheesh Kannan to guide your financial journey – caldwel karthikREVIEW #8 – I am associated with Satheesh since 2020 and taking his help for my financial planning. He has quite good understanding of the market and gives valuable suggestions without any bias. Since he works as a consultant rather than a broker there is no conflict of interest. He keeps me updated with the market condition and provides guidance on the investment. – Vinod Taneja
REVIEW #9 – When it comes to financial decisions and investment strategies, most people I know or knew had very poor knowledge (including me). Wise people say earning more money is not big thing but utilising the money we have in hand smartly is the biggest skill. I stumbled upon after a research and met Satheesh. He is truly professional and tried to make awareness, teach and brings the discipline in you. He comes with various experience, research and has a great understanding for each individual’s goal and income flow. Trusting him would not take time as he gradually fixes things and show you improvement. I learned a lot, I saved a lot, I fixed many mistakes and happy to recommend him for anyone who is interested in smart investment and financial portfolios. – avishek behera
REVIEW #10 – Reliable, and friendly. Satheesh helped understand the basics of financial planning. Built goals and also guided actions. It has to be balanced and long term. His timely advice during market fluctuations are invaluable. If you are confused, plain lazy, or need validation of your knowledge, look no further than FinIntellect. – Arun Hiregoudar
REVIEW #11 – If you’re looking for advice on investments or you have any other questions related to finances and future, Satheesh Kanan is the guy. He’s friendly and will give you all the time you need to discuss everything in detail. So far I have received great help and support from him. Highly recommended! – Shivv Bhat
REVIEW #12 – I have been consulting Satheesh/FinIntellect for my investments for the last 2 years with great results for both years based on his suggestions. Satheesh does a great job of evaluating his clients needs by doing a detailed risk profile & goal assessment based on your current financial assets and expenditure details. His plan has always included the most realistic portfolio at my risk profile and he has always given me great options for SIP investments which are doing really good. He is also flexible to pivot on the needs of his clients after understanding their priorities in the multiple detailed calls he has with his clients for the same. I was impressed with him understanding my short term and long term goals and designing a financial plan for the same, and even suggesting changes in the plan post my feedback. He then conducts a half-yearly review of your plan with you as well and suggests edits to it wherever there is room for improvement.
Overall, I am really happy with the plan he had provided me for my investments, and I generally recommend him to all my friends and family. Its great to have a financial advisor like Satheesh who understands your needs before devising a plan for you. – Aditya Chowdhury
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