SEBI-Registered RIAs · Nagpur

Fee-Only Financial and Investment Advisors in Nagpur

This page lists 6 SEBI-registered, fee-only investment advisers in Nagpur, 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.

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6
SEBI-registered advisers listed on this page
SEBI
Registered
All advisors, no exceptions
Verified
Each registration links to SEBI's register

How much commission do you pay?

iThis chart assumes a 1% annual trail commission on the total portfolio value — a common rate in the industry. Over a 10-year horizon with ₹50L starting corpus and ₹12L added each year, this compounds to a significant sum.

This is not about discouraging distributor relationships — it's about helping you understand the value behind what you pay, so you can have confident, informed conversations with your advisor about the quality of advice you receive in return.

₹50L corpus · +₹12L/yr · 10 year horizon · 12% growth

₹3.91 Cr
Final corpus
₹26.4L
Paid in hidden commissions

Illustrative only. Assumes 12% a year, which is not guaranteed.

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— Nagpur Context

Nagpur plans often mix pension income, land, relocation surplus, and PSU benefits.

For many Nagpur families, the main question is how much of the future depends on employer benefits, agricultural land, or seasonal business income. The plan should make those dependencies visible.

01 🏛️

Government employees need clarity on pension and arrears

State employees and administrative staff may have NPS, OPS, arrears, and predictable salary increments. A financial plan should estimate retirement income first, then decide how much extra wealth needs to be built outside the pension system.

02 🏗️

MIHAN and logistics professionals can convert lower costs into savings

People relocating from Mumbai, Pune, or Hyderabad may suddenly have lower rent, relocation benefits, bonuses, or ESOPs. That surplus needs a rule before it becomes lifestyle creep.

03 🌾

Vidarbha land should be counted, but not treated like cash

Cotton, orange, and other farming families may hold meaningful land with small financial portfolios. The plan should separate land value, farm income, family expenses, and liquid investments.

04 ⛏️

WCL and mining employees need an independent retirement layer

EPF, gratuity, and pension benefits are important, but they may not cover every family goal. WCL employees should know what the employer benefits provide and what needs to be built separately through personal savings.

SEBI
Registration verified for every advisor in this directory
₹0
Commission earned by any fee-only RIA from product sales
Free
30-minute introductory call, no commitment required
— Advisor Directory

SEBI-registered, fee-only financial advisors serving Nagpur.

Every financial advisor listed below should be verified on SEBI's portal before you engage them.

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.

AN
Adarsh Nimborkar
Nagpur
SEBI Reg INA000019789   Verify ↗
Email ADARSHMNIMBORKAR99@GMAIL.COM
SEBI RIA Fee-Only Individual
CK
Chinmay Harshad Kelkar
Nagpur
SEBI Reg INA000006837   Verify ↗
Email chinmayk@gmail.com
SEBI RIA Fee-Only Individual
HK
Hrushikesh Kale
Nagpur
SEBI Reg INA000013800   Verify ↗
Email hrush4u@gmail.com
SEBI RIA Fee-Only Individual
SR
SR Alpha Investment Advisers
Nagpur
SEBI Reg INA000020758   Verify ↗
Email sralphainvestmentadvisers@gmail.com
SEBI RIA Fee-Only Proprietorship
SK
Swapnil Dhananjay Kendhe
Nagpur
SEBI Reg INA000008738   Verify ↗
Email swapnil.kendhe100@gmail.com
SEBI RIA Fee-Only Individual
VW
Vittus Wealth Private Limited
Nagpur
SEBI Reg INA000022330   Verify ↗
Email cpbhutadaca@gmail.com
SEBI RIA Fee-Only Corporate
SEBI registration details of the advisers listed above for Nagpur
AdviserSEBI registration no.Firm / website
Adarsh NimborkarINA000019789—
Chinmay Harshad KelkarINA000006837—
Hrushikesh KaleINA000013800—
SR Alpha Investment AdvisersINA000020758—
Swapnil Dhananjay KendheINA000008738—
Vittus Wealth Private LimitedINA000022330—

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.

— Free Guides

Before you meet an advisor in Nagpur, read these.

How to switch from Regular to Direct plansThe steps, the exit-load and tax checks, and when not to switch. Mis-sold mutual funds by a bank RM?How to spot it, what to do with the units, and how to complain. How many mutual funds do you need?Why 3–5 funds usually beat 12, and how to cut overlap. Use the ₹1.25 lakh LTCG exemption every yearHarvest equity gains tax-free and raise your cost basis. How to set up an SWP for retirement incomeMonthly income from mutual funds without running the corpus down. FD vs debt mutual funds after 2023Post-tax returns, liquidity and safety compared.

Browse all investing guides →

— Common Questions

Questions Nagpur investors ask most.

About Fee-Only Advisors

Why should Nagpur investors check SEBI RIA registration?
SEBI RIA registration is the first check when advice is being charged as a fee. In Nagpur, where families may have pension benefits, agricultural land, WCL employment, or seasonal business income, the advisor should be clear about what is advice, what is tax or legal work, and how they are paid.
How much does a fee-only advisor charge?
Fee structures vary by advisor and complexity of your financial situation. Common models include:
  • A fixed fee (typically ₹25,000 – ₹1,00,000 a year)
  • An AUM-based fee (typically 0.5% – 1% of assets advised per year; SEBI caps fees at ₹1,51,000 a year per family in the fixed-fee mode, or 2.5% of assets under advice in the AUM mode)
  • A fixed project fee for one-time plans or specific decision support
In all cases, the fee is transparent, agreed upon before engagement, and paid directly by you. Ask any adviser to explain their fee structure in writing before you engage.
How was this list of advisers put together?
Every adviser on this page holds a SEBI Investment Adviser registration, and each registration number was checked against SEBI's register of investment advisers on 11 Oct 2026. The advisers listed are independent firms, not part of Foliyo, and a listing is not a recommendation or an endorsement of performance. Before you engage anyone, verify the registration on SEBI's portal yourself and ask for the advisory agreement and fee schedule in writing.
I already have a distributor managing my investments. Can I still use Foliyo?
Absolutely. Many users come to Foliyo while still working with a distributor. A fee-only RIA can work alongside your existing setup, provide a second opinion, help you transition gradually, or take over comprehensive planning. The introductory call is a good place to discuss your current situation and what a transition might look like — there is no obligation to make immediate changes.

Nagpur-Specific Questions

I work for the Maharashtra state government in Nagpur — how does the NPS vs OPS debate affect my financial plan?
The pension structure changes the rest of the plan. OPS gives more income visibility; NPS needs asset allocation, contribution tracking, and retirement-income modelling.

A fee-only advisor can help estimate what the pension may cover and what still needs to be built through personal investments. Arrears, insurance, and medical reserves should be planned alongside pension decisions.
My family owns agricultural land in Vidarbha — how should I factor this into a long-term financial plan?
Include the land in the family net worth statement, but do not assume it can fund short-term goals. Land may produce income, but it is not the same as liquid savings.

A fee-only advisor can show how much retirement income depends on farm yield and how much comes from financial assets. Sale, succession, or tenancy questions should involve a lawyer and CA familiar with Maharashtra land rules.
I joined an MNC at MIHAN SEZ from Mumbai with a relocation package and ESOPs — what should I plan differently now?
The main change may be surplus cash flow. Lower rent or living costs can either become savings or disappear into lifestyle upgrades.

A fee-only advisor can set rules for relocation money, bonuses, and ESOP proceeds: how much goes to emergency funds, loan repayment, and long-term investing. A CA should review ESOP and relocation tax treatment.
WCL employees in Nagpur face an uncertain long-term outlook for their sector — how does a fee-only RIA help?
Start with what is already guaranteed or likely: EPF, gratuity, pension benefits, insurance, and expected retirement age.

A fee-only advisor can then estimate the gap between those benefits and family spending needs. For employees nearing retirement or voluntary separation, the plan should also cover how any lump sum will be used month by month.
Are there enough fee-only RIAs in Nagpur, or should I work with one in Mumbai or Pune remotely?
You can consider both. A local advisor may understand land, PSU, and family-business context better. A Mumbai or Pune advisor may have deeper experience in complex portfolios.

The filter should be registration, fee model, and experience with your situation, not just the office address. Remote advisory is common, but verify SEBI RIA registration before engaging.
My Nagpur family business involves cotton trading with seasonal cash flows — how does a fee-only RIA approach this?
Start by separating business cash from household money. Seasonal trading income should not be treated like a monthly salary.

A fee-only advisor can help set a household reserve, plan for lean months, and decide what portion of profits can move into long-term investments. GST, business-income classification, and tax treatment should stay with your CA.
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