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Financial advisors · checked 11 November 2026

Hire a SEBI-registered investment adviser paid a flat or hourly fee by you, not a distributor earning commission on what you buy.

Check the name or registration number on SEBI's public list of registered advisers before you take advice. Most founders can run the basics themselves, and a fee-only planner earns the fee at a liquidity event such as a secondary. A CA handles tax and ESOPs, which is a different job from planning your investments.

The steps 7 answers

  1. How do I find a good fee-only financial planner in India? Wealth
  2. Do I need a wealth manager, or can I do this myself? Wealth
  3. How much should a fee-only financial planner in India cost, and how do I know it's worth it? Wealth
  4. What's the difference between a distributor, an RIA, and my bank relationship manager in India? Wealth
  5. Can my CA also handle my investing, or is that a separate job? Wealth
  6. How do I check whether a financial advisor in India is actually registered with SEBI? Wealth
  7. My company just had a secondary and I have real money for the first time. Do I need an advisor now? Wealth

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The terms

Liquidity Event

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