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Most Popular Investment Advisors in Bangalore

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Admin Feb 28, 2026
Published Feb 28, 2026
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Comparing 10 Bengaluru options
Most Popular Investment Advisors in Bangalore

Bangalore is not only India’s tech capital but also a thriving center for financial expertise. As individuals and businesses seek smart ways to grow wealth, the city’s investment advisors have become pivotal for expert guidance and personalized financial strategies.

From holistic wealth management to specialized portfolio solutions, these professionals combine market know-how with transparent, client-centric approaches. MyOnely presents a curated list of the most popular investment advisors in Bangalore, chosen for their credibility, experience, and proven results in helping clients achieve their financial goals.

Disclosure: This listicle may contain affiliate links. If you make a purchase through these links, we may earn a commission at no extra cost to you.
SimpliWealth
#1

SimpliWealth

5/5 (15)
143,3rd Floor, 9th Main Rd, Jayanagar 3rd Block, Jayanagar, Bengaluru, Karnataka 560011, India
099865 99998 4.9/5 (79 reviews)

SimpliWealth delivers smart investment and wealth management solutions backed by a strong 4.9/5 rating from 79 reviews. Their expertise and dedication help clients achieve financial goals in Jayanagar, Bengaluru.

Wealth Crafts
#2

Wealth Crafts

5/5 (13)
39, 1st floor, 8th मेन मार्ग, 2nd Phase, Gokula 1st Stage, Mathikere, Bengaluru, Karnataka 560054, India
098865 24678 5.0/5 (62 reviews)

Wealth Crafts is a top-rated financial advisory firm with an impeccable 5/5 Google rating from 62 reviews. Known for personalized investment solutions, their client-centric service excels in Gokula, Mathikere, Bengaluru.

InvestAscent Wealth Advisors Pvt Ltd
#3

InvestAscent Wealth Advisors Pvt Ltd

4.2/5 (12)
1010, 4th Floor, 26th Main Rd, above Union Bank of India, 4th T Block East, Jayanagara 9th Block, Jayanagar, Bengaluru, Karnataka 560041, India
080 4345 6565 4.8/5 (24 reviews)

InvestAscent Wealth Advisors specializes in goal-based wealth management. With a solid 4.8/5 Google rating from 24 reviews, their tailored advisory services are trusted by clients seeking transparent financial guidance in Jayanagar, Bengaluru.

Inspire
#4

Inspire

5/5 (8)
Surasa Enclave, 65, Puttanna Rd, Gandhi Bazaar, Basavanagudi, Bengaluru, Karnataka 560004, India
4.7/5 (819 reviews)

Inspire offers diverse financial services and stands out with an impressive 4.7/5 Google rating and 819 reviews. Their expertise and comprehensive solutions have earned them a strong reputation in Basavanagudi, Bengaluru.

FinAtoZ - Financial Planner in Bangalore
#5

FinAtoZ - Financial Planner in Bangalore

4/5 (10)
3rd Floor, B.K.N, Ambaram Estates, 648/L, Old Madras Rd, next to Police Station, Binnamangala, Stage 1, Indiranagar, Bengaluru, Karnataka 560038, India
099160 55544 4.8/5 (111 reviews)

FinAtoZ is recognized for professional financial planning and investment advisory. Rated 4.8/5 on Google with 111 reviews, they offer personalized strategies and transparent service, making them a preferred choice in Indiranagar, Bengaluru.

Awesmart - Premium Financial Services
#6

Awesmart - Premium Financial Services

3.9/5 (9)
S215, Manipal Center, South, Block 47, Dickenson Rd, Yellappa Garden, Yellappa Chetty Layout, Sivanchetti Gardens, Bengaluru, Karnataka 560042, India
095130 43210 5.0/5 (212 reviews)

Awesmart delivers premium financial services with a stellar 5/5 Google rating from 212 reviews. Known for personalized financial planning and expert advisory, it stands out for reliability and excellence in Bengaluru's finance sector.

PeakAlpha Investment Services Private Limited
#7

PeakAlpha Investment Services Private Limited

4.3/5 (7)
Kalpavriksh Ground Floor, 13, Brunton Road Cross Near Garuda Mall, Craig Park Layout, Ashok Nagar, Bengaluru, Karnataka 560025, India
080 4672 0700 4.7/5 (131 reviews)

PeakAlpha Investment Services stands out for their holistic investment planning and advisory. With 131 Google reviews and a 4.7/5 rating, they offer reliable financial solutions tailored to individual needs in Bengaluru.

BasuNivesh Fee Only Financial Planners
#8

BasuNivesh Fee Only Financial Planners

3.6/5 (7)
No.1446, Aastha 5th Block, Sir M, Vishweshwaraiah Layout, Annapurneshwari Nagar, Bengaluru, Karnataka 560091, India
090195 80450 4.9/5 (189 reviews)

BasuNivesh Fee Only Financial Planners is highly regarded for transparent, fee-only advisory services. Earning a 4.9/5 Google rating from 189 reviews, they provide trustworthy financial planning in Vishweshwaraiah Layout, Bengaluru.

Ara Financial Services Pvt. Ltd
#9

Ara Financial Services Pvt. Ltd

3.3/5 (6)
S-05, Concourse, Lower Ground Floor, ITPL, Whitefield, Pattandur Agrahara, Whitefield, Bengaluru, Karnataka 560066, India
080 4098 1827 4.9/5 (179 reviews)

Ara Financial Services excels in wealth management and financial consulting, boasting a remarkable 4.9/5 Google rating with 179 reviews. Their client-centric approach ensures comprehensive solutions for individuals and businesses in Bengaluru.

Finvest India - Mutual Funds, Investments and Insurance in Bangalore
#10

Finvest India - Mutual Funds, Investments and Insurance in Bangalore

3.3/5 (3)
No. 50, LS Enclave, 2nd Floor, 2nd Cross, Horamavu Main Rd, behind Sangeetha Mobiles, B.Y. Narayana Reddy Layout, Horamavu Banaswadi, Horamavu, Bengaluru, Karnataka 560113, India
099008 68282 5.0/5 (70 reviews)

Finvest India shines in mutual funds, investments, and insurance with a perfect 5/5 rating from 70 reviews. Their expertise and personalized approach make them a trusted financial partner in Horamavu, Bengaluru.

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