Discussions around personal finance and money management can be overwhelming for most of us. What advice is right for us? Whose tips to follow? What kind of solutions would fit my goals? These are some of the questions that leave us confused. But with the right guidance, you can take control of your financial future with confidence and a sense of security. This is where Financial Advisors and Planners come in.
There are several qualified and professional women financial planners who are not only helping clients grow their wealth but are also empowering them with the knowledge to make informed decisions. Here are 5 such Women Financial Advisors you can connect with on Women Listed.
1. Diksha Sethi
Diksha Sethi is a Certified Financial Planner who helps clients achieve their financial goals. She calculates the corpus required and recommends the appropriate investment strategies to meet those goals. Her unique approach is to emphasize on financial literacy, which ensures her clients understand their investments before proceeding. Whether you invest through her or independently, she offers a supportive learning experience.
Diksha’s consultations are available both online and offline. If you choose to invest through her, she doesn’t take any initial consultation charges; otherwise, fees are based on the number of financial goals evaluated. She also has expertise in behavioural skills, which helps her analyse individual behaviour along with their financial goals.
2. Meenu Gupta
Meenu Gupta is a Financial Advisor with Aditya Birla Sun Life Insurance Co. Ltd, with over two decades of experience. Her accomplishments include being a ten-time Million Dollar Round Table (MDRT) qualifier, which is a globally recognized, standalone association of world's top-selling insurance agents and financial services professionals.
Meenu specializes in life insurance, health plans, mutual funds, and tax-saving portfolios for individuals and businesses alike. Her services cater to a wide range of financial concerns with a client-first approach. She offers consultations both online and offline, with a consultancy fee of ₹5000.
3. Kriti Suri
Founder of Women Talk Money, Kriti Suri is passionate about empowering women through financial independence. She built her platform to provide personal finance solutions tailored specifically for women. She offers comprehensive asset allocation and financial advisory services, which are tailored to the client’s unique cash flow and financial objectives.
Kriti has expertise in a wide range of investment products such as mutual funds, insurance, and sovereign gold bonds. Though she has a digital platform, she also offers offline consultations. And, there are no charges for the initial consultation.
4. Sonia Sharma
Sonia Sharma is a financial and insurance advisor who offers integrated wealth-building and protection solutions. She offers services in insurance, mutual funds, bonds, unlisted stocks, and real estate investments.
Sonia helps individuals and families to create comprehensive financial plans that cover everything from wealth accumulation to safeguarding against unexpected events. She offers consultations online and offline, with charges of ₹1500 per session. She also offers complimentary investment portfolio review so that the clients can understand the gap in their investments and goals.
5. Pallavi Biyani
Pallavi Biyani is a finance educator and trainer with over a decade of experience. She provides personal finance consultancy services. Her approach to financial planning is rooted in education and training. As a finance advisor and trainer, she conducts sessions with professionals and students.
Pallavi offers consultations both online and offline, with flexible charges based on what clients are looking for. She believes that financial literacy is a life skill, not an option, and wants to empower people to take control of their financial futures.
These women are transforming the financial landscape for clients, offering personalized, accessible, and expert financial planning services.
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