Women Financial Advisors in Mumbai for Smart Money Decisions

Making smart money decisions requires the right guidance, and Mumbai has some of the most astute women financial advisors to help you navigate your wealth journey. From personal finance planning to high-net-worth wealth management, these experts are empowering individuals to secure their financial future.

Here is a list of the 15 best women financial advisors in Mumbai for smart money decisions:

1. Soumya Rajan – Waterfield Advisors

Soumya Rajan is a pioneer in the family office space, managing wealth for some of India’s most prominent families. Her firm, Waterfield Advisors, offers pure advisory services without conflict of interest, making her the go-to expert for ultra-high-net-worth individuals seeking transparent and holistic wealth management.

2. Priti Rathi Gupta – LXME

Priti Rathi Gupta is on a mission to bridge the gap between women and finance. As the founder of LXME, she created India’s first financial platform exclusively for women. Her approach simplifies investing, encouraging women to take charge of their own money through community support and expert-backed financial products.

3. Roopa Venkatkrishnan – Sapient Wealth

Roopa Venkatkrishnan is a highly respected name in the mutual fund industry and a director at the Foundation of Independent Financial Associates (FIFA). Known for her deep conviction and high energy, she focuses on helping clients understand the power of long-term equity investing to create life-changing wealth.

4. Kiran Telang – ABT Capital Advisors

Kiran Telang is a certified financial planner and author who specializes in comprehensive financial life planning. Based in Mumbai, she helps individuals map their life goals to their investments. Her empathetic and structured approach ensures that clients achieve financial freedom and a comfortable retirement.

5. Kavitha Menon – Probitus Wealth

Kavitha Menon is a SEBI-registered investment advisor known for her no-nonsense, fee-only advice. She acts as a “Personal CFO” for high-net-worth families, handling everything from investment portfolios to estate planning. Her focus is on protecting client interests with unbiased, data-driven strategies.

6. Nisreen Mamaji – Moneyworks Financial Services

Nisreen Mamaji is a veteran financial planner who has been guiding families and professionals for over two decades. She excels at making financial concepts easy to understand for first-time investors. Her firm focuses on goal-based investing, helping clients plan for education, retirement, and other milestones.

7. Deepali Sen – Srujan Financial Advisers

Deepali Sen is an author and financial planner who believes in “financial freedom” over just “wealth creation.” Her firm, Srujan, works closely with clients to align their money with their happiness. She is passionate about helping people retire early and live a life of purpose without financial stress.

8. Nehal Mota – Finnovate

Nehal Mota co-founded Finnovate to provide hybrid financial planning that combines human expertise with technology. She focuses on “financial fitness,” helping professionals and families structure their cash flows, insurance, and investments. Her data-backed methods ensure that every financial decision is optimized for growth.

9. Urmila Singh – S9 Financial Planners

Urmila Singh is known for her patience and personalized attention to each client’s unique situation. She helps individuals navigate personal financial crises and build a secure future through disciplined investing. Her clients appreciate her responsiveness and ability to simplify complex market trends.

10. Aarti Mohan – Aurion Advisors

Aarti Mohan is a SEBI-registered investment advisor who focuses on creating bespoke investment portfolios. She provides independent advice that is free from commission bias, ensuring that her clients’ portfolios are built solely for their benefit. Her work is ideal for those seeking pure, objective financial guidance.

11. Zankhana Shah – Money Care Financial Planning

Zankhana Shah is a certified financial planner who has been practicing since 2002. She uses advanced tools and a holistic approach to manage family wealth. Her firm emphasizes financial literacy, helping clients understand the “why” and “how” of their investments for long-term peace of mind.

12. Tejal Gandhi – Money Matters

Tejal Gandhi is a financial trainer and advisor with a strong corporate banking background. She specializes in educating women and young professionals about money management. Her advisory services are designed to be approachable, removing the fear factor from investing and helping clients build a robust portfolio.

13. Shweta Jain – Investography

Shweta Jain is a dynamic financial planner and author who operates across Mumbai and Bangalore. She is passionate about making financial conversations part of daily life. Her firm, Investography, focuses on “financial wellness,” offering tailored solutions that fit the modern lifestyle and goals of her clients.

14. Mrin Agarwal – Finsafe

Mrin Agarwal is a renowned financial educator and advisor who has impacted thousands through her workshops. While her firm is known for education, her insights on wealth management are highly sought after in Mumbai’s corporate circles. She empowers people to make safe and smart money choices.

15. Hena Mehta – Basis

Hena Mehta is the founder of Basis, a platform and app dedicated to powering financial independence for women. While digital-first, her work has a massive impact on Mumbai’s urban women, providing them with the tools, knowledge, and community to make informed investment decisions confidently.