{"id":1595,"date":"2021-07-02T06:11:31","date_gmt":"2021-07-02T06:11:31","guid":{"rendered":"https:\/\/professnow.com\/blog\/?p=1595"},"modified":"2021-07-02T06:11:31","modified_gmt":"2021-07-02T06:11:31","slug":"top-10-best-financial-advisors-tax-consultant-in-pune","status":"publish","type":"post","link":"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-pune\/","title":{"rendered":"Top 10 Best Financial advisors\/Tax Consultant in Pune"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Who is\u00a0a Financial\u00a0advisor\/Tax Consultant?<\/strong>\u00a0<\/h2>\n\n\n\n<p>A&nbsp;Financial advisors\/Tax Consultant&nbsp;is an educated investment professional who helps people and businesses set and meet long-term financial goals. They typically ensure that individuals and businesses are properly insured, saving enough for future needs such as retirement, and will manage the investments of their clients.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What do Financial Advisors do?<\/strong>\u00a0<\/h2>\n\n\n\n<p>A financial advisor helps you create strategies for eliminating financial risk and building wealth over the long term. They can give you a game plan that puts you on track to achieve your financial goals.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>A financial consultant is often responsible for much more than executing trades in the market on behalf of their clients.&nbsp;<\/li><li>Collecting, organizing and preparing tax documents and returns.&nbsp;<\/li><li>Assisting clients with tax issues during and after a significant life transition, such as a marriage, divorce, death of a spouse or birth of a child&nbsp;<\/li><li>Completing complex tax forms and schedules that most tax preparers are unfamiliar with.&nbsp;<\/li><li>Registered advisers to do business with customers should receive must pass one or more exams and a proper license.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/professnow.com\/blog\/wp-content\/uploads\/2021\/07\/image-4.jpeg\" alt=\"\" class=\"wp-image-1596\" srcset=\"https:\/\/professnow.com\/blog\/wp-content\/uploads\/2021\/07\/image-4.jpeg 1024w, https:\/\/professnow.com\/blog\/wp-content\/uploads\/2021\/07\/image-4-300x150.jpeg 300w, https:\/\/professnow.com\/blog\/wp-content\/uploads\/2021\/07\/image-4-768x384.jpeg 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>When should I hire a financial advisor?<\/strong>&nbsp;<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Financial advisors can just draw up plans, or they can recommend specific investment products and vehicles.&nbsp;<\/li><li>Financial advisors or planners counsel people on wealth management and other personal money matters.&nbsp;<\/li><li>While a good financial plan can be an investment, some advisors drive up costs by recommending frequent turnover of assets or steering clients into more expensive (high-fee) investments.&nbsp;<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Types of Financial Advisor:<\/strong>&nbsp;<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Investment advisors:&nbsp;<\/strong>While &#8220;investment adviser&#8221; is the legal term used by the SEC to denote a financial professional who must be registered, it is also used frequently as a job title \u2014 and is more commonly spelled &#8220;advisor.&#8221;&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li><strong>Broker-dealers and brokers:&nbsp;<\/strong>A broker-dealer is an individual or company that buys and sells securities such as stocks, bonds and mutual funds. Broker-dealers can buy and sell on behalf of clients (in which case, they\u2019re acting as a broker), for their own account (as a dealer), or both. In addition to registering with the SEC, broker-dealers are also&nbsp;usually members of FINRA.&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li><strong>Certified financial planner:&nbsp;<\/strong>Financial advisors who are&nbsp;CFPs&nbsp;have met the rigorous training and experience requirements of the CFP Board, have passed the certification exam and are held to high ethical standards. CFPs have a fiduciary duty to their clients.&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\"><li><strong>Financial consultant:&nbsp;<\/strong>Financial&nbsp;consultant&nbsp;is a general term that can be used by anyone. But some financial consultants hold a designation called a chartered financial consultant, or&nbsp;ChFC.&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\"><li><strong>Financial coach:<\/strong>&nbsp;Financial coach&nbsp;are often the most beginner-friendly financial professionals. Financial coaches focus on the basics of financial literacy, such as how to save money or reduce spending. Financial coaches can help their clients build wealth that an investment advisor may help them manage in the future.&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\"><li><strong>Portfolio, investment and asset managers:&nbsp;<\/strong>Whether the business card says asset manager, investment manager or portfolio manager, these professionals do exactly what it sounds like: They manage client investment portfolios.&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\"><li><strong>Wealth advisors:&nbsp;<\/strong>Wealth managers and wealth advisors&nbsp;typically work with very wealthy clients and offer holistic financial planning services as well as investment guidance.&nbsp;<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Top 10 Best Financial advisors\/Tax Consultants in Pune:<\/strong>\u00a0<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Sl&nbsp;No<\/strong>&nbsp;<\/td><td><strong>Name<\/strong>&nbsp;<\/td><td><strong>Address<\/strong>&nbsp;<\/td><td><strong>Phone No<\/strong>&nbsp;<\/td><\/tr><tr><td>1&nbsp;<\/td><td>Dhanani and Associates&nbsp;<\/td><td>shop no 27, Imperial Residency, Kalyani Nagar, Pune, Maharashtra 411006&nbsp;<\/td><td>&nbsp;<br><a href=\"https:\/\/www.allbiz.in\/dhanani-and-associates-088666-58457\" target=\"_blank\" rel=\"noreferrer noopener\">088666 58457<\/a>&nbsp;<\/td><\/tr><tr><td>2&nbsp;<\/td><td>Wealth Creators Financial Advisors&nbsp;<\/td><td>Off No &#8211; 213, 2nd Floor, A Wing KPCT Mall, Near Inamdar Hospital, Fatima Nagar, Pune, Maharashtra 411013&nbsp;<\/td><td><a href=\"https:\/\/www.google.com\/search?safe=active&amp;rlz=1C1CHBF_enIN873IN874&amp;tbs=lf:1,lf_ui:2&amp;tbm=lcl&amp;sxsrf=ALeKk01aCaupW2C9ImKC9wJHu2-SPJ0bZA:1625203541462&amp;q=Top+10+Best+Financial+advisor\/Tax+Consultant+in+Pune&amp;rflfq=1&amp;num=10&amp;sa=X&amp;ved=2ahUKEwi12Zr-0sPxAhXe4HMBHYnPD9MQjGp6BAgHEGk&amp;biw=1536&amp;bih=792#\" target=\"_blank\" rel=\"noreferrer noopener\">98230 10935<\/a>&nbsp;<\/td><\/tr><tr><td>3&nbsp;<\/td><td>Assets Banking Best Financial Advisor&nbsp;<\/td><td>office -208, A&nbsp;bldg, 2nd floor KPCT Mall, Fatima Nagar,&nbsp;Wanowrie, Pune, Maharashtra 411013&nbsp;<\/td><td><a href=\"https:\/\/www.google.com\/search?safe=active&amp;rlz=1C1CHBF_enIN873IN874&amp;tbs=lf:1,lf_ui:2&amp;tbm=lcl&amp;sxsrf=ALeKk01aCaupW2C9ImKC9wJHu2-SPJ0bZA:1625203541462&amp;q=Top+10+Best+Financial+advisor\/Tax+Consultant+in+Pune&amp;rflfq=1&amp;num=10&amp;sa=X&amp;ved=2ahUKEwi12Zr-0sPxAhXe4HMBHYnPD9MQjGp6BAgHEGk&amp;biw=1536&amp;bih=792#\" target=\"_blank\" rel=\"noreferrer noopener\">087932 24455<\/a>&nbsp;<\/td><\/tr><tr><td>4&nbsp;<\/td><td>N R Financial Consultants&nbsp;<\/td><td>1137\/10, Parvati&nbsp;Sadan(Thombre&nbsp;Bangala, Fergusson College Rd, near Bapat Hospital, Model Colony, Pune, Maharashtra 411016&nbsp;<\/td><td><a href=\"https:\/\/www.google.com\/search?safe=active&amp;rlz=1C1CHBF_enIN873IN874&amp;tbs=lf:1,lf_ui:2&amp;tbm=lcl&amp;sxsrf=ALeKk01aCaupW2C9ImKC9wJHu2-SPJ0bZA:1625203541462&amp;q=Top+10+Best+Financial+advisor\/Tax+Consultant+in+Pune&amp;rflfq=1&amp;num=10&amp;sa=X&amp;ved=2ahUKEwi12Zr-0sPxAhXe4HMBHYnPD9MQjGp6BAgHEGk&amp;biw=1536&amp;bih=792#\" target=\"_blank\" rel=\"noreferrer noopener\">091301 26096<\/a>&nbsp;<\/td><\/tr><tr><td>5&nbsp;<\/td><td>Sanriya&nbsp;Investment Services&nbsp;<\/td><td>Kamdhenu, 2nd Floor, Opp. Prakash (MSEB) Bhavan, Next to Bank of Baroda Near&nbsp;Chattushringi&nbsp;Tample, Senapati Bapat Rd, above Tribes, Shivajinagar, Pune, Maharashtra 411016&nbsp;<\/td><td><a href=\"https:\/\/www.google.com\/search?safe=active&amp;rlz=1C1CHBF_enIN873IN874&amp;tbs=lf:1,lf_ui:2&amp;tbm=lcl&amp;sxsrf=ALeKk01aCaupW2C9ImKC9wJHu2-SPJ0bZA:1625203541462&amp;q=Top+10+Best+Financial+advisor\/Tax+Consultant+in+Pune&amp;rflfq=1&amp;num=10&amp;sa=X&amp;ved=2ahUKEwi12Zr-0sPxAhXe4HMBHYnPD9MQjGp6BAgHEGk&amp;biw=1536&amp;bih=792#\" target=\"_blank\" rel=\"noreferrer noopener\">098224 03407<\/a>&nbsp;<\/td><\/tr><tr><td>6&nbsp;<\/td><td>Invest&nbsp;n&nbsp;Rich LLP, Financial Advisor in Pune&nbsp;<\/td><td>Pimpri-Chinchwad Link Rd, Manik Colony, Chinchwad, Pune, Maharashtra 411033&nbsp;<\/td><td><a href=\"https:\/\/www.google.com\/search?safe=active&amp;rlz=1C1CHBF_enIN873IN874&amp;tbs=lf:1,lf_ui:2&amp;tbm=lcl&amp;sxsrf=ALeKk01aCaupW2C9ImKC9wJHu2-SPJ0bZA:1625203541462&amp;q=Top+10+Best+Financial+advisor\/Tax+Consultant+in+Pune&amp;rflfq=1&amp;num=10&amp;sa=X&amp;ved=2ahUKEwi12Zr-0sPxAhXe4HMBHYnPD9MQjGp6BAgHEGk&amp;biw=1536&amp;bih=792#\" target=\"_blank\" rel=\"noreferrer noopener\">095118 50397<\/a>&nbsp;<\/td><\/tr><tr><td>7&nbsp;<\/td><td>Sachin&nbsp;Ranbhise&nbsp;&amp; Associates &#8211; CA Firm&nbsp;In&nbsp;Pune | GST Tax Consultant | Chartered Accountant&nbsp;<\/td><td>Office No. 301, Town Square, New Airport Rd,&nbsp;Mhada&nbsp;Colony, Viman Nagar, Pune, Maharashtra 411014&nbsp;<\/td><td><a href=\"https:\/\/www.google.com\/search?safe=active&amp;rlz=1C1CHBF_enIN873IN874&amp;tbs=lf:1,lf_ui:2&amp;tbm=lcl&amp;sxsrf=ALeKk01aCaupW2C9ImKC9wJHu2-SPJ0bZA:1625203541462&amp;q=Top+10+Best+Financial+advisor\/Tax+Consultant+in+Pune&amp;rflfq=1&amp;num=10&amp;sa=X&amp;ved=2ahUKEwi12Zr-0sPxAhXe4HMBHYnPD9MQjGp6BAgHEGk&amp;biw=1536&amp;bih=792#\" target=\"_blank\" rel=\"noreferrer noopener\">098811 30172<\/a>&nbsp;<\/td><\/tr><tr><td>8&nbsp;<\/td><td>CA Pavan Goyal &amp; Associates &#8211; Income Tax, GST, Audit, FEMA Company Law, Finance and RERA Consultancy&nbsp;<\/td><td>Ganga Osian Square &#8211; Building B, Office No B212, 250,&nbsp;Wakad&nbsp;Rd, Pune, Maharashtra 411057&nbsp;<\/td><td><a href=\"https:\/\/www.google.com\/search?safe=active&amp;rlz=1C1CHBF_enIN873IN874&amp;tbs=lf:1,lf_ui:2&amp;tbm=lcl&amp;sxsrf=ALeKk01aCaupW2C9ImKC9wJHu2-SPJ0bZA:1625203541462&amp;q=Top+10+Best+Financial+advisor\/Tax+Consultant+in+Pune&amp;rflfq=1&amp;num=10&amp;sa=X&amp;ved=2ahUKEwi12Zr-0sPxAhXe4HMBHYnPD9MQjGp6BAgHEGk&amp;biw=1536&amp;bih=792#\" target=\"_blank\" rel=\"noreferrer noopener\">097627 63351<\/a>&nbsp;<\/td><\/tr><tr><td>9&nbsp;<\/td><td>Best Financial Advisor in Pune &#8211; Wealth Flight Investments&nbsp;<\/td><td>2nd&nbsp;flr, Prasad, opp. Bank of Baroda,&nbsp;Bharatkunj&nbsp;&#8211; 1,&nbsp;Erandwane, Pune, Maharashtra 411038&nbsp;<\/td><td><a href=\"https:\/\/www.google.com\/search?safe=active&amp;rlz=1C1CHBF_enIN873IN874&amp;tbs=lf:1,lf_ui:2&amp;tbm=lcl&amp;sxsrf=ALeKk01aCaupW2C9ImKC9wJHu2-SPJ0bZA:1625203541462&amp;q=Top+10+Best+Financial+advisor\/Tax+Consultant+in+Pune&amp;rflfq=1&amp;num=10&amp;sa=X&amp;ved=2ahUKEwi12Zr-0sPxAhXe4HMBHYnPD9MQjGp6BAgHEGk&amp;biw=1536&amp;bih=792#\" target=\"_blank\" rel=\"noreferrer noopener\">098228 73516<\/a>&nbsp;<\/td><\/tr><tr><td>10&nbsp;<\/td><td>Jitesh&nbsp;Telisara&nbsp;&amp; Associates LLP -CA Firm&nbsp;In&nbsp;Pune | GST Tax Consultant | Chartered Accountant&nbsp;<\/td><td>Office&nbsp;No:B-2240, Ganga&nbsp;Trueno&nbsp;Business Park, New Airport Rd, Viman Nagar, Pune, Maharashtra 411014&nbsp;<\/td><td><a href=\"https:\/\/www.google.com\/search?safe=active&amp;rlz=1C1CHBF_enIN873IN874&amp;tbs=lf:1,lf_ui:2&amp;tbm=lcl&amp;sxsrf=ALeKk01aCaupW2C9ImKC9wJHu2-SPJ0bZA:1625203541462&amp;q=Top+10+Best+Financial+advisor\/Tax+Consultant+in+Pune&amp;rflfq=1&amp;num=10&amp;sa=X&amp;ved=2ahUKEwi12Zr-0sPxAhXe4HMBHYnPD9MQjGp6BAgHEGk&amp;biw=1536&amp;bih=792#\" target=\"_blank\" rel=\"noreferrer noopener\">078750 37800<\/a>&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>In&nbsp;<\/strong><a href=\"https:\/\/professnow.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Professnow<\/strong><\/a><strong>&nbsp;We have gathered them all the information about On-Demand Service in this platform, this is done by our professionals to help our customers to get connected for free. This is the best way to book an appointment with the best.&nbsp;<\/strong><strong>The start-up we started in 2021, helps people<\/strong><strong>&nbsp;to get connected who need services at their doorstep. We help you to get local services at your Market Place.<\/strong>&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>RELATED VIDEO:<\/strong>\u00a0<\/h4>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How I Became a Financial Advisor\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/LBq9qQZbc4w?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Who is\u00a0a Financial\u00a0advisor\/Tax Consultant?\u00a0 A&nbsp;Financial advisors\/Tax Consultant&nbsp;is an educated investment professional who helps people and businesses set and meet long-term financial goals. They typically ensure that individuals and businesses are properly insured, saving enough for future needs such as retirement, and will manage the investments of their clients.&nbsp; What do Financial Advisors do?\u00a0 A financial [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27],"tags":[1108,123,314,68,108,82,1099,69,315],"class_list":["post-1595","post","type-post","status-publish","format-standard","hentry","category-consultant","tag-best-top","tag-doorstep","tag-financial-advisors","tag-on-demand","tag-professionals","tag-professnow","tag-pune","tag-services","tag-tax-consultant"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Top 10 Best Financial advisors\/Tax Consultant in Pune - ProfessNow<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-pune\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Top 10 Best Financial advisors\/Tax Consultant in Pune - ProfessNow\" \/>\n<meta property=\"og:description\" content=\"Who is\u00a0a Financial\u00a0advisor\/Tax Consultant?\u00a0 A&nbsp;Financial advisors\/Tax Consultant&nbsp;is an educated investment professional who helps people and businesses set and meet long-term financial goals. They typically ensure that individuals and businesses are properly insured, saving enough for future needs such as retirement, and will manage the investments of their clients.&nbsp; What do Financial Advisors do?\u00a0 A financial [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-pune\/\" \/>\n<meta property=\"og:site_name\" content=\"ProfessNow\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-02T06:11:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/professnow.com\/blog\/wp-content\/uploads\/2021\/07\/image-4.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"512\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Rishov Das\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rishov Das\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-pune\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-pune\/\"},\"author\":{\"name\":\"Rishov Das\",\"@id\":\"https:\/\/professnow.com\/blog\/#\/schema\/person\/77ac20782013337515d2c4627e888bbd\"},\"headline\":\"Top 10 Best Financial advisors\/Tax Consultant in Pune\",\"datePublished\":\"2021-07-02T06:11:31+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-pune\/\"},\"wordCount\":948,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-pune\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/professnow.com\/blog\/wp-content\/uploads\/2021\/07\/image-4.jpeg\",\"keywords\":[\"best top\",\"Doorstep\",\"Financial advisors\",\"On-Demand\",\"Professionals\",\"Professnow\",\"Pune\",\"Services\",\"Tax Consultant\"],\"articleSection\":[\"Consultant\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-pune\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-pune\/\",\"url\":\"https:\/\/professnow.com\/blog\/top-10-best-financial-advisors-tax-consultant-in-pune\/\",\"name\":\"Top 10 Best Financial advisors\/Tax Consultant in Pune - 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