Quick summary
Kolkata's trading families and IT professionals have distinct financial planning needs. Here's how to find and verify a SEBI-registered advisor in Kolkata.
Kolkata's financial advisor market
Kolkata has a growing SEBI-registered RIA community, concentrated in Salt Lake, Park Street, and Alipore. The city's mix of trading families (with business succession and wealth transfer needs), IT professionals (with equity and RSU planning needs), and NRIs (UK, US, Gulf) creates diverse financial planning demand.
SEBI RIA fees in Kolkata (2026)
Kolkata financial advisor fees are the most affordable among major metros:
- One-time financial plan: ₹10,000–₹45,000
- Annual retainer: ₹15,000–₹75,000/year
- AUA-based: 0.5–2.5% per annum
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