Independent · Beginner-Friendly · Data-Driven

SEBI Registered Investment Advisers in Mumbai

263 SEBI registered investment advisers have a registered address in Mumbai, Maharashtra, as on August 3, 2026. That is 25.3 percent of every registered adviser in India.

263
Advisers here
198
Firms
65
Individuals
69
Localities

The longest-registered adviser in Mumbai is Kavitha Menon, on the register since August 2013. Length of registration says nothing about quality of advice, but it does tell you the practice has been operating under SEBI supervision for that long.

All 263 advisers in Mumbai

Listed alphabetically, not ranked. We do not rate or recommend advisers.

360 ONE Investment Adviser and Trustee Services Limited

INA000000888

12 years registered

A58 Knowledge Services Private Limited

INA000022419

Registered this year

Aarti Mohan (Proprietor : Aurion Advisors)

INA000016454

4 years registered

Abakkus Asset Manager Private Limited

INA000015729

5 years registered

Abhijit Talukdar

INA000006703

9 years registered

Accelpru Investment Advisors

INA000015774

5 years registered

Acuitas Capital Advisors Private Limited

INA000003957

10 years registered

Acuity Insights Private Limited

INA000022358

Registered this year

Adv Partners Investment Adviser India Private Limited

INA000015312

5 years registered

Affirma Capital Investment Adviser India Private Limited

INA000013262

7 years registered

Aishwarya Agarwal

INA000014322

6 years registered

Ajit Roongta

INA000002611

11 years registered

Alfaccurate Advisors PVT LTD

INA000015701

5 years registered

Allvest Invesment Managers Private Limited

INA000022765

Registered this year

Alpha Alternatives Fund Advisors LLP

INA000016171

4 years registered

AlphaGrep Advisors Private Limited

INA000018470

Registered this year

Alphaware Advisory Services Private Limited

INA000015747

5 years registered

Anesh K Vyaas LLP

INA000022516

Registered this year

Angel One Investment Managers & Advisors Private Limited

INA000019804

1 year registered

Angel One Limited

INA000008172

9 years registered

Ankit Shah - Proprietor of White Equity

INA000007757

9 years registered

Ankur Vipul Shah Proprietor Quasar Capital Investment Advisors

INA000019813

1 year registered

Anuvitt Fintech Private Limited

INA000016126

4 years registered

Appreciate Investment Advisory Private Limited

INA000016719

4 years registered

Arete Securities Limited

INA000014614

6 years registered

Arevuk Advisory Services Private Limited

INA200005166

Registered this year

Arpit Jain (Proprietor, Duvera Capital Advisors)

INA000012652

7 years registered

Arthya Wealth And Investments Private Limited

INA000015279

5 years registered

Arul Valan Lawrence

INA000008604

8 years registered

Ashish Khetan- Proprietor of Meeraj Advisors

INA000017763

3 years registered

Ashmore Investment Management India LLP

INA000006846

3 years registered

Ask Long-short Fund Managers Private Limited

INA000020536

1 year registered

ASK Wealth Advisors Private Limited

INA000000532

3 years registered

Asteya Investment Managers LLP

INA000000276

12 years registered

Atul Gupta

INA000016977

4 years registered

Axis Securities Limited

INA000000615

12 years registered

Ayushi Chauksey Adviser Private Limited

INA000019707

1 year registered

Banayantree Services Limited

INA100006898

Registered this year

Barclays Securities (india) Private Limited

INA000000391

12 years registered

Basant Maheshwari Wealth Advisers LLP

INA000018498

2 years registered

Blue Ocean Financial Services Private Limited

INA000003833

10 years registered

Bristlecone Consultants

INA000021872

Registered this year

Care Portfolio Managers Private Limited

INA000017444

3 years registered

Castlegate Capital Services Private Limited

INA000020253

1 year registered

Centrum Investment Advisors Limited

INA000001761

12 years registered

Cervin Family Office & Advisors Pvt. Ltd.

INA000015385

5 years registered

Circle Wealth Advisors Private Limited

INA000016782

4 years registered

Citrus Advisors Private Limited

INA000016348

4 years registered

Claritas Insights LLP

INA000022376

Registered this year

Compounding Wealth Advisors LLP

INA000011219

8 years registered

Corpcare Investment Advisory Private Limited

INA000018249

3 years registered

Credent Asset Management Services Private Limited

INA000019859

1 year registered

Crest Capital Management Private Limited

INA000020907

Registered this year

Cubera Asset Advisors Private Limited

INA000020624

1 year registered

Dalton Investment Advisory Services Private Limited

INA000012874

7 years registered

Deep Bhavesh Dhanecha

INA000020262

1 year registered

Deepesh Jain

INA000016384

4 years registered

Devendra Kumar Bairathi

INA000004039

10 years registered

Dezerv Investments Private Limited

INA000022914

Registered this year

Dhanayush Capital Services Private Limited

INA000021021

Registered this year

Dipen Deepak Doshi (sole Proprietor Of Focus Investing)

INA000013855

6 years registered

Dolat Finserv Private Limited

INA000020101

1 year registered

Drchoksey Finserv Private Limited

INA000017903

3 years registered

Dreamplug Advisory Solutions Private Limited

INA000018841

2 years registered

DSIJ Wealth Advisory Private Limited

INA000001142

12 years registered

Dushyant Vipinchandra Acharya

INA000021562

Registered this year

DV Investment Advisors LLP

INA000016302

4 years registered

Dymon Asia Capital Investment Adviser India Private Limited

INA000019488

1 year registered

Dyota Solutions Private Limited

INA000007216

9 years registered

Eiko Quantum Solutions Pvt Ltd

INA000020819

Registered this year

Ekvity Investment Advisors

INA000006952

9 years registered

Emkay Wealth Advisory Limited

INA000013961

6 years registered

Epsilon Money Investment Management Private Limited

INA000018504

2 years registered

Equentis Wealth Advisory Services Limited

INA000003874

10 years registered

Equity99

INA000005358

9 years registered

Ethinvest Advisors Private Limited

INA000016010

5 years registered

Fee Only Investment Advisers LLP

INA000014836

6 years registered

Finfam Investment Advisors Private Limited

INA000018036

Registered this year

FinIntent Investment Adviser

INA000010919

8 years registered

Finkasturi Nivesh Private Limited

INA000014128

Registered this year

Finnovate Financial Services PVT LTD

INA000013518

7 years registered

Finright Investment Advisors LLP

INA000022589

Registered this year

Fintrek Research Advisors Private Limited

INA000019284

2 years registered

Finuture Technologies Private Limited

INA000019521

1 year registered

FRR Shares And Securities Limited

INA000008668

8 years registered

Gaurav Mashruwala

INA000004013

10 years registered

Gepl Investment Advisors Private Limited

INA000002744

11 years registered

Girish Ganaraj Proprietor of Finwise Financial Planners and Advisors

INA000018850

2 years registered

Godrej Ventures And Investment Advisers Private Limited

INA000010380

Registered this year

GreenOak India Investment Advisors Private Limited

INA000015817

5 years registered

Growtheum Investment Advisors India Private Limited

INA000019965

1 year registered

GYR Financial Planners Private Limited

INA000015996

5 years registered

Haren Jayendra Banker

INA000001522

12 years registered

Harsh Vardhan Dawar

INA000002173

11 years registered

HDFC Securities Limited

INA000011538

7 years registered

Hemang Mehta

INA000003783

10 years registered

Hemendra Gandhi

INA000004237

10 years registered

Hersh Tolani

INA000010584

8 years registered

Himanshu Pravinchandra Pandya

INA000017310

3 years registered

Houlihan Lokey Advisory India Private Limited

INA000021687

Registered this year

ICICI Investment Management Company Ltd

INA000013785

6 years registered

ICICI Securities Limited

INA000000094

12 years registered

IDBI Capital Markets & Securities Limited

INA000011802

7 years registered

Incred Capital Wealth Portfolio Managers Private Limited

INA000014890

6 years registered

Indira Securities Private Limited

INA000021410

Registered this year

Indium Investment Advisers Private Limited

INA000020660

1 year registered

Investgoal Capital Advisors Private Limited

INA000021623

Registered this year

Investor First Advisors

INA000016515

4 years registered

Investrite Fintech LLP

INA000021164

Registered this year

Invexa Capital LLP

INA000018443

2 years registered

Jahnvi Deepak Goradia

INA000018753

2 years registered

Jaisal Dineshchandra Shah

INA000018805

2 years registered

Javeri Fiscal Services Limited

INA000010070

8 years registered

Jay Distribution Links

INA000019062

2 years registered

Jay Shah

INA000022127

Registered this year

Jeena Scriptech Alpha Advisors Private Limited

INA000013217

7 years registered

Jeetu Krishnan

INA000022145

Registered this year

Jenil k shah

INA000011477

7 years registered

Jignesh Harshadrai Shah

INA000000789

12 years registered

Jio BlackRock Investment Advisers Private Limited

INA000020314

1 year registered

Jio Finance Platform and Service Limited

INA000019938

1 year registered

JM Financial Services Limited

INA000012351

7 years registered

Julius Baer Wealth Advisors (India) Private Limited

INA000003130

11 years registered

Kailasanathan Subramaniam Proprietor Tattvam Investment Advisors

INA000022871

Registered this year

Kaitav Shailesh Shah Proprietor Labdhi Advisory

INA000018522

2 years registered

Kalpesh N Ashar

INA000001027

12 years registered

Kartik M Soni

INA000021465

Registered this year

Kashyap Popat

INA000015932

5 years registered

Kavitha Menon

INA000000037

13 years registered

Ketan Doshi

INA000016117

4 years registered

Kongruent Wealth Management Services LLP

INA000004070

10 years registered

Kotak Alternate Asset Managers Limited

INA000012519

7 years registered

Kush Bohra

INA000008525

8 years registered

L.f.c. Securities PVT. LTD.

INA000011617

7 years registered

Ladder7 Wealth Planners Pvt. Ltd.

INA000016001

5 years registered

Legacy Custodians Advisory Private Limited

INA000019567

1 year registered

LGT Securities India Private Limited

INA000019716

1 year registered

LKP Wealth Advisory Limited

INA000009861

8 years registered

LN Fintech Advisory Private Limited

INA000020545

1 year registered

Mahesh Kabra (proprietor : Tauruscap Investment Advisers)

INA000015923

5 years registered

Manek Financial Advisors Private Limited

INA000004401

10 years registered

Mangal Keshav Financial Services LLP

INA000014331

6 years registered

Manish K Shah

INA000016180

4 years registered

Manish Khandelwal

INA000012953

7 years registered

Marathon Trends Advisory Private Limited

INA000018319

3 years registered

Marcellus Capital Partners LLP

INA000017204

3 years registered

Matcap Wealth Advisors Private Limited

INA000021890

Registered this year

Maximus Financial Advisors LLP

INA000019512

1 year registered

MFS Capital Partners

INA000017295

3 years registered

Milind Jagannath More Proprietor of MUKUR Financial Planners and Consultants

INA000017930

3 years registered

Minal Wagh

INA000020350

1 year registered

Mitali Gunvant Singhi

INA000021678

Registered this year

Mobikwik Investment Adviser Private Limited

INA000004773

6 years registered

Mojo Markets Private Limited

INA000012528

7 years registered

Moneycontrol.Dot Com India Limited

INA000008482

8 years registered

Moneymap Investment Advisors PVT LTD

INA000004500

4 years registered

Motilal Oswal Wealth Limited

INA000021094

Registered this year

Mr Dick Hosy Mody

INA000007818

9 years registered

Mridu Agarwal

INA000016153

4 years registered

Multi Act Trade and Investments Private Limited

INA000008589

8 years registered

Multistrato Capital Advisors Private Limited

INA000015969

5 years registered

Munjal Rajendra Shah

INA000002470

11 years registered

Myfi Fintech Advisory Services Private Limited

INA000019099

2 years registered

Native Investment Managers LLP

INA000022163

Registered this year

Navinkumar Mishra Proprietor NM India Investment Advisers

INA000020235

1 year registered

Neeraj Pandey

INA000023038

Registered this year

Neo Wealth Management Private Limited

INA000017286

3 years registered

Neo Wealth Partners Private Limited

INA000017958

3 years registered

Networth Tracker Solutions Private Limited

INA000020396

1 year registered

Niftyonly

INA000007526

9 years registered

Nishit Vinay Shah

INA000004146

10 years registered

Nobias Analyst India Private Limited

INA000019558

1 year registered

NS Wealth Solution PVT. LTD.

INA000009551

8 years registered

Nuqi Wealth India Private Limited

INA000016612

4 years registered

Nuvama Trusteeship Company Limited

INA000022154

Registered this year

Nuvama Wealth Management Limited

INA000018364

2 years registered

NVS Wealth Managers PVT. LTD.

INA000003205

11 years registered

Octanom Tech Private Limited

INA000021207

Registered this year

Omkara Capital Private Limited

INA000016825

4 years registered

Omniscience Capital Advisors Private Limited

INA000007623

9 years registered

One Centurion Ventures Private Limited

INA000018896

2 years registered

Opportune Wealth Advisors Private Limited

INA000005366

9 years registered

Opulent Investment Adviser Private Limited

INA000011644

7 years registered

Orelius Financial Advisory and Management Services Private Limited

INA000020688

1 year registered

Orim Advisors Private Limited

INA000018294

3 years registered

Pararthya Capital Management LLP

INA000021340

Registered this year

Paras V. Lakhani

INA000017019

4 years registered

Persevera Wealth Advisors LLP

INA000022394

Registered this year

Phaedrus Advisory LLP

INA000015260

5 years registered

Phillipcapital (india) PVT. LTD.

INA000004518

10 years registered

Pinpoint Investment Advisory Services India LLP

INA000016728

4 years registered

Pioneer Wealth Management Services Limited

INA000017259

3 years registered

Plan Ahead Wealth Advisors Private Limited

INA000000409

12 years registered

Plus91 Asset Management LLP

INA000021526

Registered this year

Prabhudas Lilladher Private Limited

INA000018267

3 years registered

Pradeep Gobind Mahtani

INA000010742

8 years registered

Pravia Investment Advisors Private Limited

INA000021322

Registered this year

Preeti Passi

INA000016685

4 years registered

Privus Advisors LLP

INA000019752

1 year registered

Prosperentia Investment Advisors LLP

INA000018957

Registered this year

Pushpanjali Kumar

INA000021854

Registered this year

quant Portfolio Managers Private Limited

INA000003924

10 years registered

Quantum Information Services Private Limited

INA000000680

12 years registered

Rahul Agarwal (proprietor Of Advent Financial)

INA300003616

10 years registered

Rajesh Sudhakar Prabhudesai

INA000021906

Registered this year

Rajiv Shah (proprietor: RMS Investments)

INA000007933

9 years registered

Renaissance Smart Tech Private Limited

INA000016436

4 years registered

Right Returns Financial Planning LLP

INA000004930

10 years registered

Ripplewave Equity Advisors LLP

INA000009180

8 years registered

Ritwik Rai

INA000011875

7 years registered

Roshni Nayak

INA000016038

5 years registered

Ryze India Advisory Solutions Private Limited

INA000021234

Registered this year

Sachin Motilal Neema

INA000008826

8 years registered

Sahil Ahmed Chotalia (Proprietor Mount Bliss Capital)

INA000015145

5 years registered

Sakshi Gaurav Jalan

INA000020581

1 year registered

Samco Ventures Pvt. Ltd.

INA000013828

6 years registered

Sanaka India Advisors LLP

INA000013059

7 years registered

Sandip Sabharwal

INA000000425

12 years registered

Sanguine Wealth Advisors LLP

INA000009685

8 years registered

Sankalpnarayan Krishnan

INA000015950

5 years registered

Sapient Wealth Advisors & Brokers Private Limited

INA000015561

5 years registered

Senora Advisors LLP

INA000011413

7 years registered

Shobhit Khare

INA000007313

9 years registered

Shri. Amit Bhadang

INA000000854

12 years registered

Shruti Agrawal Proprietor of CAGRWEALTH

INA100016406

4 years registered

Sicomoro Advisors Private Limited

INA000009834

8 years registered

Skyridge Wealth Management Private Limited

INA000018586

2 years registered

SPT Investment Advisory Services PVT. LTD.

INA000000326

12 years registered

Ssba Innovations Limited

INA000012166

7 years registered

Standard Chartered Securities India Limited

INA000014580

6 years registered

Sudip Dipten Putatunda

INA000021359

Registered this year

Sundeep B Parmar (Proprietor of Fortuplier Investment Advisors)

INA000014845

6 years registered

Swastika Investmart LTD.

INA000009843

8 years registered

Tamohara Investment Managers Private Limited

INA000017842

3 years registered

Tara Capital Partners India Private Limited

INA000012412

7 years registered

Tavaga Advisory Services Private Limited

INA000013457

7 years registered

TBNG Capital Advisors PVT. LTD.

INA000001837

12 years registered

Tiny Epic Solutions Private Limited

INA000021702

Registered this year

Triquetra Wealth

INA000015233

1 year registered

Trufid Advisors Private Limited

INA000016889

4 years registered

Trustplutus Family Office & Investment Advisers (india) Private Limited

INA000000557

12 years registered

Urvil Bharatkumar Modi

INA000017611

3 years registered

V R Wealth Advisors Private Limited

INA000000383

12 years registered

ValueArk Advisors LLP

INA000017426

3 years registered

Valuefy Solutions Private Limited

INA000000060

13 years registered

Valuevest Services Private Limited

INA000011343

7 years registered

ValueX Fund Managers LLP

INA000019743

1 year registered

Varde India Investment Adviser Private Limited

INA000012102

7 years registered

Varun Ginodia - Proprietor Bulwark Advisors

INA000016764

4 years registered

Varun Srivastava

INA000020448

1 year registered

Veriqus Financial Services Private Limited

INA000022808

Registered this year

Vikas B Goel

INA000016074

4 years registered

Vinod Chinnaya Bangera- Proprietor- Karvin Capital

INA000018823

2 years registered

Vipul P Shah(proprietor: Inpact Wealth Advisors)

INA000015552

5 years registered

Viral Arun Parekh

INA000022039

Registered this year

Viresh P Patel

INA000021076

Registered this year

VSK Financial Consultancy Services PVT. LTD.

INA000017620

3 years registered

Waterfield Financial And Investment Advisors Private Limited

INA000001811

12 years registered

Weallat Solutions Private Limited

INA000020518

1 year registered

Wealthculture Advisory Services Private Limited

INA000020022

1 year registered

Wealthspring Investment Adviser Pvt Ltd

INA000019761

1 year registered

White Oak Capital Management Consultants LLP

INA000008659

8 years registered

Yes Securities India Limited

INA000007331

9 years registered

Questions about finding an adviser in Mumbai

How many SEBI registered investment advisers are there in Mumbai?
SEBI's register listed 263 investment advisers with a registered address in Mumbai as on August 3, 2026. That is 25.3 percent of all 1,038 registered advisers in India. Of these, 198 are firms and 65 are individual advisers.
How do I check an adviser in Mumbai is genuinely SEBI registered?
Every adviser on this page has a registration number beginning with INA, shown on their profile. Verify that number against the official register on the SEBI website before sharing any financial information or making a payment.
Do I have to use an adviser based in Mumbai?
No. A SEBI registered adviser anywhere in India can take you on as a client, and most advice is delivered over video calls. Choosing someone in Mumbai matters mainly if you want to meet face to face.

Other cities in Maharashtra

Compiled from SEBI's public register of Investment Advisers as on August 3, 2026. Registration details change: always confirm someone's current status on the official SEBI register before engaging them.

Inclusion in this directory is not an endorsement, recommendation, or assessment of any adviser. The Rational Investor is not affiliated with SEBI or with anyone listed, receives no payment for listings, and does not verify the services advisers offer. Read our full disclaimer.