Top Investment Advisors in Hyderabad

Date Feb 25, 2025

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When it comes to building wealth, trust and expertise matter as much as the numbers on a statement. Hyderabad, long recognized for its business acumen and vibrant entrepreneurial scene, is also home to a select group of investment advisors who prioritize ethics, transparency, and long-term client value. Whether guiding first-time investors or seasoned professionals, these advisors combine local insight with global strategies to help Hyderabadis turn financial goals into realities. At MyOnely, we’ve curated a list of investment advisors renowned for their integrity, clarity, and results—so your money works as hard as you do.

#1 - ASK Wealth Advisors

ASK Wealth Advisors, part of the ASK Group established in 1983, offers bespoke investment and financial planning solutions to HNWIs. Renowned for transparency and deep market expertise, they have received multiple industry accolades, including CNBC TV18 awards.

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#2 - Pennywise Wealth Advisors

Founded in 2011 by Mr. Srinivas Reddy, Pennywise Wealth Advisors is well-regarded for its personalized investment strategies, including mutual funds, insurance, and portfolio management. They pride themselves on a client-centric approach and financial literacy drives.

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#3 - Wealthease Advisors

Wealthease Advisors, incorporated in 2013, combines financial planning with holistic wealth management. Led by Bharat Agarwal, they offer unbiased advice, retirement planning, and investment coaching. Recognized for their transparent fee-based model in Hyderabad.

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#4 - Right Horizons

Established in 2003 by Anil Rego, Right Horizons has carved its niche with comprehensive financial planning, investment management, and tax advisory. Awarded by Wealth Forum TV for innovative practices, they’re a go-to for holistic client care in Hyderabad.

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#5 - Karvy Private Wealth

Karvy Private Wealth, a division of the 3-decade-old Karvy Group, is known for its strategic asset allocation, estate, and tax planning. With highly qualified advisors and tech-driven solutions, Karvy has won several customer trust and best advisory awards.

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#6 - Shambhavi Financial Advisors

Located in Hyderabad, Shambhavi Financial Advisors specializes in comprehensive financial and investment planning. Since 2016, they have focused on personalized services, retirement, and wealth building strategies—earning client trust for no commission advice.

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#7 - Oasis Financial Advisors

Founded by Ramesh Kumar in 2008, Oasis Financial Advisors are SEBI-registered and known for mutual fund advisory, tax-saving strategies, and retirement planning. Their expertise is backed by award-winning customer service and tailored solutions.

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#8 - Aditri Wealth

Aditri Wealth, established in 2017, blends technology and trusted advice for its Hyderabad clientele. They focus on holistic financial well-being, offering services from investments to insurance, and have earned recognition for transparent fee-based consulting.

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#9 - Midas FinServe

Midas FinServe, launched in 2012, is popular in Hyderabad for goal-based financial planning, wealth management, and insurance solutions. Their advisory team is acclaimed for proactive service and individualized strategies, making finances less daunting.

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#10 - Sampada Advisors

Since 2010, Sampada Advisors have offered ethical investment advisory and financial planning to families and businesses in Hyderabad. Backed by SEBI registration, they focus on clear, unbiased recommendations and regular portfolio reviews.

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