This page lists 33 SEBI-registered, fee-only investment advisers in Ahmedabad, each checked against SEBI's register on 11 Oct 2026. Fee-only advisers are paid only by you, typically a yearly retainer of ₹25,000 – ₹1,00,000, or 0.5% – 1% of assets a year, and never earn product commissions.
₹50L corpus · +₹12L/yr · 10 year horizon · 12% growth
Illustrative only. Assumes 12% a year, which is not guaranteed.
Book an intro callMany Ahmedabad families have wealth in textile trading, chemicals, pharma, real estate, or promoter stakes. The planning work is to move surplus from the business into a personal plan without losing sight of liquidity, tax, and succession.
Trading businesses can look wealthy on paper while cash remains tied up in inventory, receivables, and working capital. A personal plan should define how much money leaves the business each year, where it sits, and how accessible it is during a slow cycle.
Pharma, chemical, and engineering promoters often keep most wealth in the operating company. The family still needs an independent personal corpus, clean insurance cover, and a plan for dividends, salary, or periodic withdrawals.
Many Ahmedabad families have US-resident members with Indian property, bank accounts, or inherited assets. The India-side plan should cover NRE/NRO accounts, repatriation, ownership records, and coordination with US tax advice before major transactions happen.
A founder in their 30s or 40s may already have meaningful net worth, but most of it may be in one business, one property cluster, or one family balance sheet. Diversification is less about being conservative and more about making sure one bad business cycle does not decide every family goal.
Every financial advisor listed below holds an active SEBI Registered Investment Advisor registration.
Foliyo is itself a SEBI-registered Investment Adviser (INA000023454). The advisers below are independent firms, not part of Foliyo, and a listing is not a recommendation.
| Adviser | SEBI registration no. | Firm / website |
|---|---|---|
| Adhish Patel | INA000013183 | — |
| Amit Gorishankar Dhanuka | INA000021298 | — |
| Anubhuti Advisors LLP | INA000019035 | anubhutiadvisory.com |
| Ardeko Asset Management Private Limited | INA000019831 | ardeko.in |
| Arthvruksh Capital Management LLP | INA000020712 | — |
| BIA Investment Advisors | INA000005564 | — |
| Chirag V Gandhi | INA000008084 | — |
| Cusp Money Advisors Private Limited | INA000020004 | cusp.money |
| Devagnaya R Shah | INA000018531 | — |
| Everest Creators Pvt Ltd | INA000020855 | — |
| Goldmine Assets Private Limited | INA000018054 | goldmine.net.in |
| Jigar Pradipchandra Shah | INA000018577 | — |
| Madhuvan Investment Advisors | INA000014207 | madhuvan.com |
| Monarch Networth Investment Advisors Pvt. Ltd. | INA000005721 | — |
| Nerdybird Wealth Advisory LLP | INA000020925 | nerdybird.in |
| Neuron Wealth Advisors LLP | INA000016481 | — |
| Ocean Finvest India Private Limited | INA000020369 | inxits.com |
| Omnibus Investment Advisors LLP | INA000019877 | — |
| Parth Malav Patel | INA000022491 | — |
| Patel Poojan Praful | INA000020828 | — |
| Pi Square Advisors | INA000018179 | — |
| Pravin Ratilal Investment Advisors Private Limited | INA000021845 | — |
| Prudent Corporate Advisory Services Limited | INA000004906 | — |
| Quicko Infosoft Private Limited | INA000021599 | quicko.com |
| Reddito Capital Investment Advisors Private Limited | INA000013040 | — |
| Samyama Advisors Private Limited | INA000015321 | — |
| Smart Sync Services | INA000007881 | — |
| Swapnil Satish Nadkar | INA000018595 | — |
| Tarun Rokadiya | INA000020882 | — |
| Thoria Jignesh | INA000019549 | — |
| Uniquest Investment Adviser Private Limited | INA000001001 | kunvarji.com |
| Vikram Advisory Services Pvt. Ltd. | INA000001472 | vikramadvisory.com |
| Wealth First Investment Advisers Pvt. Ltd. | INA000005812 | — |
A dash means no website is on record. Ask each adviser for their fee schedule and any minimum investment in writing. SEBI registration links open SEBI's register of investment advisers, where you can search by registration number.
Checked against SEBI's register on 11 Oct 2026.
Verify any advisor's registration status on SEBI's Intermediary Portal ↗ before engaging. Foliyo is a SEBI-registered, fee-only Investment Adviser (INA000023454). We also maintain this directory of fee-only advisers across India as a free resource.
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