Top 10 Women Financial Consultants - 2021

Similar to the different fields where women professionals are exclusively leading from the front like sports, science, technology, aviation, and healthcare ­ finance is a sector where India is led by the Hon'ble Minister of Finance and Corporate Affairs, Smt. Nirmala Sitharaman, who is renowned for strong knowledge and skills in economics and polity. Women, bringing in their expertise, alongside years of administrative experience in leading teams, are steering the finance consulting sector with services like customized financial planning, wealth creation and preservation, risk mitigation, and expansion of assets. The services like investment ideation, taxation, insurance, and liquidity flow are enhanced by the women's financial consultants with a high success rate.

In present-day digital economy, women are directly consuming and controlling finances, with accurate and influencing decisions. For designing products to offering services, women are always directing businesses/individuals to result-driven finance consulting. As per the stats by catalyst.org, in 2019, women representation increased from just 16 percent in 2016 to 20 percent in the designated executive job roles of finance service firms.

Experts suggest that companies are able to cope with difficult and challenging finance tasks when they have a gender diverse working culture. Some of the successful firms are financially transformed by the innovative approach by women finance consultants. In this issue of Women Entrepreneurs magazine, we present a list of `Top 10 Women Financial Consultants ­ 2021', who are creating wealth for their clients through upright consulting. The listing is prepared by a team of industry veterans, CEOs and VCs, and the Women Entrepreneurs editorial board. It will give the readers the direction of women empowerment and help in finding a better consultant in finance.

  • Prospero Money
  • Prospero Money

  • She has represented various financial institutions, and has 27+ years' experience in the industry in working with tax, finance, children's future and retirement plans.

1
  • Azuke Personal Finance Advisory
  • Azuke Personal Finance Advisory

  • Leveraging unbiased and customized personal financial solutions, empowering domestic and international clients, and their businesses to gain momentum through wise money decisions.

2
  • Srujan Financial Advisers LLP
  • Srujan Financial Advisers LLP

  • At Srujan Financial Advisers LLP, she facilitates consumers journey of improving your financial life. The company acts as your guide by helping in writing own equation with your finances and investments.

3
  • Soni Financial Services
  • Soni Financial Services

  • Confident inherently, she is a proprietor who entrenched Soni Financial Services out of her passion & dedication to serve society with financial consultancy.

4
  • LUHEM
  • LUHEM

  • A certified from Financial Planning Standards Board India, she has 16+ years' experience in financial planning and tackling domestic and international clients.

5
  • Lovak Partners
  • Lovak Partners

  • Specialized in investment banking and financial wellness, she has experience in working with multinational finance service providers.

6
  • Big Banyan Financial
  • Big Banyan Financial

  • With 150+ clients and 23 years' experience in financial advisory services, she through the firm is helping in mutual funds, fixed deposits, retirement planning, insurance and savings and investments.

7
  • White Rose Financial Advisors
  • White Rose Financial Advisors

  • Priyal Shah is successfully bestowing financial assistance and services through her brain child White Rose Financial Advisors (WRFA).

8
  • GreenEdge Wealth Services
  • GreenEdge Wealth Services

  • SEBI registered first eleven women investment advisors in India, who is an avid interested person in equity markets and investor education approach.

9
  • Oak Tree
  • Oak Tree

  • Being the mentor, she is focused in providing financial advice, and custom financial and retirement plans for families and individuals.

10