Top 10 Corporate Investment Consultants From NCR - 2025

S. V. Thakkar Kai Sotorp, CEO & Co- Founder

Offers personalized, fee-based financial planning, investment strategies, and portfolio management for individuals and NRIs

Ashwani Pachauri, Director

Delivers scientific financial planning, curated educational courses and business-grade stock analytics into a single convenient account

Amit Kumar, Amit Puri, Yashlok Dubey, Directors

Provides expert investment-banking, valuation, M&A and regulatory advisory services, guiding businesses through capital markets and strategic transactions

J K Nagpal, Founder & CEO

Offers full-service wealth management, including mutual funds, global stocks, fixed income, loan services and insurance solutions

Nitin Sharma, Chartered Accountant

Specializing in audit, accounting, GST compliance, business advisory, and tax consultancy services

Atul Singh, Managing Director & CEO

Delivers personalized investment strategies, estate planning, and family office services to high-net-worth individuals and institutions in India

Rajdeep Singh, Founder & CEO

Offering mutual funds, insurance, AIFs, PMS, and demat services, to help individuals and businesses achieve long-term financial growth

Prerna Arora, Founder

Provides personalised financial planning, insurance solutions and investment advisory to help clients secure their future

Ashish Sheth, Chairman & Managing Director

Providing services including project logistics, chemical transportation, container trading, shipping, and IT solutions across more than 84 countries

Shaurya Doval, Managing Director

Specializing in bespoke public market and alternative investment strategies for ultra-high-net-worth individuals and family offices