Most Popular Investment Advisors in Chennai

Date Sep 19, 2025

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Finding the right investment advisor is crucial for building and safeguarding your wealth in an ever-evolving financial landscape.

Chennai is home to a diverse pool of experienced professionals who help individuals and businesses with tailored financial strategies, portfolio management, and long-term planning.

This listicle, curated by the editors at MyOnely, spotlights the most popular investment advisors in Chennai—recognized for their transparency, market expertise, and commitment to client success.

#1 - Geojit Financial Services

Geojit, founded by C.J. George in 1987, is a leading investment advisory firm in Chennai known for its transparent approach and tech-driven platforms. Awarded for its customer-centric services, Geojit covers equities, mutual funds, and portfolio management.

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#2 - Scripbox

Established in 2012 by Sanjiv Singhal, Scripbox offers digital-first investment advisory services tailored for Chennai’s urban investors. Renowned for simplifying mutual fund investments, Scripbox was named India’s Best Fintech Company by IAMAI in 2020.

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#3 - ASK Wealth Advisors

ASK Wealth, with a legacy since 1983, is popular among Chennai’s HNIs for its personalized investment solutions. Known for its robust team led by Sameer Kotak, ASK has received multiple awards for portfolio management and research excellence.

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#4 - FundsIndia

Founded in Chennai in 2009 by G. Srikanth Meenakshi and C. R. Chandrasekar, FundsIndia is an online investment platform appreciated for its seamless mutual fund, equity, and SIP advisory. Its innovation has earned several fintech awards.

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#5 - Wealthmax Enterprises

Wealthmax Enterprises, established in 2014 by Sunil Krishnan, delivers customized wealth advisory in Chennai. Famed for unbiased advice, Wealthmax supports clients in financial planning, tax optimization, and retirement solutions. Awarded Best Regional Advisor 2022.

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#6 - Fintree Finance

Founded by Srikanth M, Fintree Finance stands out in Chennai for its investor education and certified advisory. Specializing in equities and mutual funds, it’s rated highly for transparency. They offer regular workshops for beginner and advanced investors.

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#7 - 360 One Wealth

Formerly IIFL Wealth, 360 One is reputed in Chennai for its opulent wealth management. Launched in 2008, and led by Karan Bhagat, its detailed wealth advisory and client-first approach have earned several national recognitions in financial services.

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#8 - Holistic Investment Planners

Founded by Ramalingam K, Holistic Investment Planners specializes in fee-only financial advisory based in Chennai since 2006. Recognized for transparent practices and award-winning client education, their personalized plans cover retirement, tax, and wealth creation.

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#9 - Bluechip Investment Advisors

Bluechip Investment Advisors, established in 1989, has earned Chennai’s trust for responsible and transparent investment guidance. Spearheaded by R. Srinivasan, they provide mutual funds, tax planning, and fixed income options. They hold ISO 9001:2015 certification.

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#10 - Right Horizons

Founded by Anil Rego in 2003, Right Horizons is well-known in Chennai for holistic financial planning and investment advisory. Their USP lies in personalized wealth management, award-winning service delivery, and comprehensive retirement strategies.

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