SEBI Registered Investment Adviser · INA000022181
Financial Planner in Delhi NCR | Trusted Financial Planner
Personalised, unconflicted financial planning for families and professionals across Delhi, Noida, Gurugram, Ghaziabad and Faridabad — from a SEBI-registered adviser.
Trusted Financial Planner in Delhi NCR
Delhi NCR has created more first-generation wealth in the last decade than almost anywhere in India — founders, doctors, senior professionals and business families whose money has grown faster than the plan behind it. That is exactly who Trend Money is built for.
We are a founder-led, SEBI-registered investment adviser with 15+ years of experience from leading financial institutions. We don’t sell products or earn commissions. We look at your entire balance sheet, tell you what is working and what is leaking, and build a plan you execute in your own accounts.
Process of Financial Planning
We start with a complete picture of where you stand and where you want to go, then build, implement and keep reviewing a plan tailored to you.
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01
Assessment of your Financial Situation
Income, assets, liabilities, insurance and every investment you hold.
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02
Goal Setting
Retirement, children’s education, a home, financial freedom — each with a number and a date.
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03
Developing a Financial Plan
An asset allocation built around your goals and risk profile.
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04
Implementation
You act in your own accounts, with our guidance at every step.
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05
Monitoring and Regular Review
Ongoing reviews and rebalancing as markets and life change.
Why Choose Trend Money as Your Financial Advisor in Delhi NCR?
From tax and retirement to estate planning and portfolio reviews, we cover every part of your financial life — with advice that answers only to you.
Why Trend Money is a Trusted Financial Planner in Delhi NCR
Working with a SEBI-registered adviser brings structure, clarity and protection to your wealth. Here’s what you get with us:
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Goal setting and clarity
Clear, achievable goals so every rupee has a job.
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Comprehensive financial planning
One plan for your whole balance sheet, not product by product.
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Tailored asset allocation
Built on your goals, timelines and risk profile.
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Risk assessment and evaluation
Concentration, insurance gaps and downside risk — identified and addressed.
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Tax planning
Keep more of your returns, while staying fully compliant.
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Retirement and estate planning
A secure retirement and a smooth transfer of wealth to the next generation.
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Financial freedom alignment
Money decisions tied to the life you want, with regular reviews to stay on track.
Explore Financial Planning with a SEBI-Registered Advisor in Delhi NCR
Meet us in person across NCR, or work with us over video from anywhere in India.
FAQs on Financial Advisors in Delhi NCR
What does a financial advisor do, and how can one help me in Delhi?
A financial advisor helps you set goals and decide how to invest, protect and grow your money to reach them. A SEBI-registered adviser like Trend Money does this for a fee, with a legal duty to act in your interest.
How do I hire a financial advisor in Delhi?
Request a callback on this page. An adviser will call you, understand your situation, and walk you through onboarding and risk profiling.
Can I meet a Trend Money adviser in person?
Yes. Meetings are held at T-302, 3rd Floor, T-Tower, Homes-121, Sector-121, Noida, Uttar Pradesh 201307 or at a convenient location in NCR. Clients outside NCR work with us over video.
What services does Trend Money offer?
Tax planning, retirement planning, estate and wealth planning, risk assessment and financial freedom alignment — delivered through asset allocation across mutual funds, stocks, PMS, AIF, global investments, gold and silver.
Do I need to move my investments to Trend Money?
No. We are advice-only. Your money stays in your own bank, demat and mutual fund accounts.
How do I find a reliable financial planner in Noida?
Check that the planner is a SEBI-registered investment adviser, ask how they are paid, and confirm your money stays in your name. Trend Money is based in Noida and meets all three.
What are the benefits of a local financial advisor in Gurugram or Faridabad?
A local adviser understands how wealth is built in your city — corporate pay and RSUs in Gurugram, family businesses in Faridabad — and can meet you face to face when it matters.
How can a financial planner help me manage my finances in Ghaziabad?
By reviewing everything you own, cutting overlap and hidden costs, and building a diversified allocation linked to your goals.
How do I hire a Financial Planner in Meerut?
Request a callback. We work with Meerut clients over video, with in-person meetings in NCR when needed.
What role does a financial planner play in retirement planning?
They work out how much you need to retire, how to get there, and how to draw income afterwards without running out.
Can a financial advisor help with investment decisions?
Yes. We tell you what to buy, hold, exit or rebalance across your full portfolio — mutual funds, stocks, PMS, AIF and more.
How do I verify a financial advisor’s SEBI registration?
Search the registration number on SEBI’s list of registered investment advisers at sebi.gov.in. Trend Money’s is INA000022181.
Your trust-first investing platform
Track your portfolio and invest in bonds, FDs, digital gold and silver — on the Trend Money app.
