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Best Financial Advisors in Pune in 2026

Pune's IT workforce and NRI population create strong demand for fee-only financial planning. Here's how to find and verify a SEBI-registered advisor in Pune.

Ajsal Abbas
16 February 2026
4 min read

Quick summary

Pune's IT workforce and NRI population create strong demand for fee-only financial planning. Here's how to find and verify a SEBI-registered advisor in Pune.

Pune's financial advisor market

Pune has a growing number of SEBI-registered RIAs, concentrated in Koregaon Park, Baner, Kothrud, and Shivajinagar. The city's large IT workforce mirrors Bangalore in financial planning needs. RSUs, ESOPs, early retirement planning, and direct equity/MF portfolios.

SEBI RIA fees in Pune (2026)

Fee ranges broadly similar to Bangalore:

  • One-time financial plan: ₹14,000–₹55,000
  • Annual retainer: ₹18,000–₹90,000/year
  • AUA-based: 0.5–2.5% per annum

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