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Top 10 Online Financial Planners and Advisors Startups in India

By Viestories
New Update
Wealthy, Sqrrl, INDMoney, Kuvera, NiveshIndia, LXME, ET Money, Moneyfrog, 1 Finance, and Research & Ranking are the Top 10 Online Financial Planners and Advisors Startups in India.

It's very important to do financial planning. Good financial planning simplifies the management of your finances, it helps in saving and investing your money, which can benefit you with high returns. But everyone has not good knowledge of managing their finance so lots of people hire experts but these experts charge a good amount of money. To obtain these you can use online financial planners and advisors at a minimal cost. These companies do a very good job of providing the best financial advice.

Here, we will see some best Online Financial Planners and Advisors Startups in India

Wealthy

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Top 10 Online Financial Planners and Advisors Startups in India | Wealthy

Bangaluru-based wealthy is one of the best online Financial Planners and advisor startups in India. It is a wealth management app that provides solutions for individuals. It provides tools for investing & managing portfolios, tracking the performance of investments, and developing financial goals.

It also gives you info on trends, news updates, risk management, and compliance solutions. The platform provides a wide range of products such as fixed deposits, pre-IPO stocks, insurance, and more.

Research & Ranking

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Top 10 Online Financial Planners and Advisors Startups in India | Research & Ranking

Research & Ranking is a Mumbai-based Online Financial Planners and Advisors Startup founded in 2015. It is a website where they help in investment and portfolio management. It also provides personalized investment plans for you.

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Here, they offer multiple Features such as customized portfolios based on your risk profile and goals, technology for research to identify high-growth stocks, and more.

1 Finance

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Top 10 Online Financial Planners and Advisors Startups in India | 1 Finance

It gives you multiple tools and expert advice which help users to manage their money. It uses computer-assisted advice and concierge services. It has a unique ecosystem where it provides financial planning and advisory solutions to middle-income and emerging affluent individuals in India.

Read also - Top 10 Fintech Investors For Startups in India

The company aims to share common goals with colleagues, customers, qualified financial advisors, and the financial services industry.

Moneyfrog

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Top 10 Online Financial Planners and Advisors Startups in India | Moneyfrog

Moneyfrog is a Mumbai-based Wealth Management Platform, that helps individuals with Investment Decisions, Execution, and tracking, easy and Enjoyable.

Read also - Top 10 AI Investors For Startups in India

Here you don’t need to take stress related to everyday market price movements. Its main aim is to focus on Technology, as a powerful tool to establish trust. It helps to ensure better returns on investment products and solutions.

ET Money

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Top 10 Online Financial Planners and Advisors Startups in India | ET Money

ET Money is a Gurugram-based platform where they offer offers multiple services such as Financial planning, and wealth management. It was founded in 2015 by Mukesh P Kalra. 

The company has built a strong customer base with over 10 million users across 1400+ cities. They also build some industry-first technical solutions such as paperless video KYC for investments, and the first-ever introduced Aadhar-based SIP payments feature, among many others.

Sqrrl

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Top 10 Online Financial Planners and Advisors Startups in India | Sqrrl

Sqrrl is a Gurgaon-based platform which is Founded by Samant Sikka, Dhannajay Singh, and Sanjeev Sharma. It is an application that helps its users to invest in high-performing mutual funds.

Apart from investment they also provide Online Financial Planners and Advisors. It has over 150,000 downloads across Android and iOS platforms. It was started to help young Indians and also help in making the habit of savings and investments.

NiveshIndia

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Top 10 Online Financial Planners and Advisors Startups in India | NiveshIndia

Mumbai-based NiveshIndia is a platform founded in 2008 where they offer a range of financial solutions under a single roof. The platform provides financial plans for its users as well as also assists in your financial planning according to your dream.

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They provide the perfect plan for each individual by understanding your situation, tax status, and more.

LXME

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Top 10 Online Financial Planners and Advisors Startups in India | LXME

It is a Mumbai-based fintech startup, founded by Priti Rathi Gupta, It was started to help women by offering Financial Planners and Advisors.

Their main goal is to reduce the ‘gender gap’  in financial independence by supporting women across lifestyles, professions, and stages to become financially independent. It also provides financial content to help users to become literate.

INDMoney

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Top 10 Online Financial Planners and Advisors Startups in India | INDMoney

Gurugram-based INDMoney was founded by Ashish Kashyap in 2018. It is a full-stack wealth-technology platform. It was started to democratize finance for Indians by promoting transparency and leveraging technology.

The company provides online financial planning and advice to its users. The startup uses AI and MI technology to help its customers in setting their goals.

Kuvera

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Top 10 Online Financial Planners and Advisors Startups in India | Kuvera

Bengaluru-based wealth management startup was founded in 2016 by Gaurav Rastogi, Neelabh Sanyal, and Mayank Sharma.

It acts as a robo-advisory platform where it provides personal financial planning and investing to help its consumers take charge of their wealth managers. According to startups, anyone can invest without paying extra fees. But for extra benefits, you have to pay some annual fee.

Read also - Top 10 Indian Gaming Startups in 2024 | Gaming Companies in India

Conclusion

As online financial planners and advisors sectors in India are rising, it helps in changing how people use or invest their money. These startups use technology and help their customers by providing personalized advice and making it simple for everyone to make financial choices. these startups are very easy to use and affordable. As these startups are growing it help more people in India.

Frequently Asked Questions (FAQs)

What are Online Financial Planners and Advisors Startups in India?
It is a platform or organization that uses technology to provide the best online financial advice.
Who founded LXME?
It is founded by Priti Rathi Gupta.
Which are the Top 10 Online Financial Planners and Advisors Startups in India?
Wealthy, Sqrrl, INDMoney, Kuvera, NiveshIndia, LXME, ET Money, Moneyfrog, 1 Finance, and Research & Ranking are the Top 10 Online Financial Planners and Advisors Startups in India.
Read the Next Article

Best Coworking Startups In India for 2025

Coworking startups in India are poised for growth because of rising urbanization, more remote work and a vibrant startup culture. These spaces provide flexibility and a strong sense of community appealing to both entrepreneurs and freelancers.

By Aryan Sharma
New Update
coworking space

More Indian startups and freelancers are choosing coworking spaces that provide flexible work options in a lively and collaborative setting. The rise of the gig economy and the growth of startups have increased the demand for these spaces.

In the past decade, flexible or shared workspaces have expanded greatly in India. Coworking spaces have become one of the most sought-after options for flexible work. Today, this industry is well-established and attracts businesses of all sizes. It's no longer just a place for freelancers; startups and large corporations are also embracing the remote work culture in these spaces.

Top Coworking Startup In India for 2025 

The Hive

Emerging startups and creative professionals can enjoy great food, entertainment, hospitality and shopping at The Hive, an international coworking space in India.

The Hive is known for blending work and social life. Its Work-Play-Grow philosophy encourages personal growth and development for employees while they focus on their careers.

IndiQube

IndiQube is a coworking startup in India that offers various services and amenities for businesses and entrepreneurs. It is unique as an integrated Workplace Company with over 7 million square feet focused on transforming businesses.

IndiQube Logix offers a variety of amenities, including a business telephone system, an incubation and business center, floor pantries, maintenance services, a visitor management system, a reception area, a boardroom, an executive lounge, training facilities, reliable communication connections, security features, an entrance lobby, and power backup throughout the facility.

Workafella

Workafella is a fast-growing coworking space in India that offers various facilities like telecommunication equipment meeting rooms, cafes, workstations and furnishings. Their serviced office spaces make it easy for businesses to access these amenities.

In addition, Workafella’s private office spaces come with meeting rooms, lifestyle benefits, social areas and access to Workafella events along with in-house logistics support. One standout feature of Workafella is its ability to customize office floors to meet a company's specific needs. Their skilled team of interior designers and architects collaborates with businesses to create unique and tailored workspaces.

Skootr

Skootr Cyber City Center is located in a leading corporate business complex in India, right by National Highway 8 which makes it one of the top coworking spaces in the country. 

With Skootr, companies can skip the trouble of setting up a new office by choosing shared workspaces. Skootr's private offices are very flexible and can easily adapt as a business grows. Their workspace solutions are designed to reflect a company’s brand values and provide a unique working experience.

Goodworks

GoodWorks is a popular coworking space for startups and small to medium-sized businesses (SMEs), especially in Electronic City. It’s conveniently located near a metro station and provides a great environment for startups to collaborate with Fortune 500 companies.

GoodWorks offers Dedicated Desks that come with storage units for teams and individuals. For those who prefer flexibility, they also provide Hot Desks with monthly, daily, or hourly payment options.

Cowrks

CoWrks Skyview is a large coworking space in India that serves both enterprises and startups. It is located in HITEC City, near Hyderabad's top IT and business hub.

Businesses can fully customize their workspace within a reasonable timeframe to fit their specific needs. This coworking space provides a brand-friendly environment and privacy without any hassle.

Spring House Coworking

Spring House Coworking offers fully furnished private cabins with essential printing and mail services. They also have open seats available for small teams and individuals looking for flexible or permanent workspaces among other coworkers.

The Day Access pass allows people to enjoy all the amenities of the coworking space for a day. The meeting rooms at Spring House are designed to inspire new ideas, while the event spaces are perfect for networking meet-ups, workshops, or product launches.

Smartworks

Smartworks is a coworking space for startups that aims to change India's traditional workplace culture. Their solutions are designed to adapt to the changing needs of organizations and are both advanced and affordable.

Smartworks provides a variety of extra services including access to seminars, workshops, community events and other activities ensuring that coworkers have the best experience possible.

91Springboard

91 Springboard is one of the largest coworking spaces in India, situated in Yerwada. It spans over 50,000 square feet and can accommodate more than 1,100 people, making it convenient to access Pune's key business areas and attractions.

The coworking space is conveniently located near Pune University and the train station with the airport just 3.7 kilometers away. 91Springboard especially caters to entrepreneurs, freelancers and startups with creative ideas.

Investopad

Investopad is one of the most lively coworking spaces in India hosting regular events for its members. The community is enhanced by special member groups and message boards that encourage interaction and collaboration.

Members also have access to a curated network called Crosstalk, which includes experts, investors, and industry leaders. Investopad offers fast and reliable internet through dedicated leased lines, with a broadband line available as a backup.

Conclusion

Coworking startups in India are poised for growth because of rising urbanization, more remote work and a vibrant startup culture. These spaces provide flexibility and a strong sense of community appealing to both entrepreneurs and freelancers.

By emphasizing services and technology coworking spaces can significantly influence the changing work environment in India. The coworking scene is full of opportunities as businesses look for flexible solutions that work for startups, freelancers and larger companies.