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10 Most Promising Investment Consultants from Karnataka - 2025

Investment consultants in Karnataka play a pivotal role in shaping the financial futures of individuals, families, and businesses across one of India's most economically vibrant states. Being the technology and startup capital of the country, Karnataka, especially Bengaluru has seen unprecedented wealth creation over the last 20 years, creating a high-tech client that desires expert advice on how to manage and grow their money. These financial experts are well-known advisors, who help clients navigate the maze of mutual funds, equities, insurance, real estate, and other investments, developing an individual approach based on individual goals and risk tolerances.

Karnataka has an extraordinarily active investment environment that is shaped by a relatively varied population from tech entrepreneurs and startup founders, to experienced corporate leaders, and traditional...

10 Most Promising Investment Consultants from Karnataka - 2025

Big Bulls

Thasleem Basha, Founder & Managing Director

Offers end-to-end financial services, including wealth management, investment advisory, retirement planning, insurance and estate solutions

Bignum Wealth

Murali Subramanyam, Founder

Specializing in insurance advisory, surplus management, and startup funding for high-net-worth clients

Catalyst Fin Planning

Atul Surana, Founder

Provides comprehensive wealth-management and financialplanning services tailored to individuals and businesses across investment, retirement and tax domains

Finmart Capital

Prasanna Hegde, Founder

Provides comprehensive financial solutions, specializing in loan origination, credit facilitation and advisory services for individuals and businesses

Invest Ascent

Anuja Agrawal, Managing Director

Provides tailored wealth-management solutions including investment planning, retirement and estate strategies, tax optimization for individuals, NRIs and corporates

Ratnasri Karra

Ratnasri Karra, Investment Advisor

Specialising in empowering women entrepreneurs and individuals to build and manage their wealth intelligently

RM Ventures

Vandana Kumari S, Director

Focused on early-stage investments, IPO placements and fundraising services for institutional, HNI and retail investors

Shree Sidvin

B. Srinivasan & Raman Gupta, Director

Offers comprehensive investment advisory and financial-planning services—including mutual funds, equities, insurance, and retirement solutions

United Investments

Mario Morad, Founder & CEO

Offers personalised advisory services across multiple asset classes, in association with leading asset management firms

Way2Wealth

V.G. Siddhartha, Founder

Delivers investment and trading services including equities, derivatives, mutual funds, and NRI solutions blending traditional brokerage with digital trading platforms