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List Of All financial planner Leads in Patna

This page lists 20 financial planner in Patna, each with an address, phone number, and rating where available. The highest-rated listing here is R Patel Wealth (AMFI Registered Mutual Fund Distributor) at 5.0★; across the full list, ratings average close to 4.9★. Details were last refreshed 10/17/2026, so you can browse with confidence and reach out directly to the ones that fit.

20 results · last updated 10/17/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
R Patel Wealth (AMFI Registered Mutual Fund Distributor)Investment service
West of Hanuman Nagar Pani Tanki, Kailashpuri, Bhabha Colony Rd, Bhabha Colony, Kankarbagh, Hanuman Nagar, Patna, Bihar 800020, IndiaView on Google Maps
5.0(355)
+9*98*****904View in Leads Searchse******@r***********.comView in Leads Searchwww.rpatelwealth.com/
LinkedInInstagram
Capstone WealthFinancial planner
207, Complex, Exhibition Rd, Ali Nagar Colony, Salimpur Ahra, Golambar, Patna, Bihar 800001, IndiaView on Google Maps
5.0(103)
+9*99**77*893View in Leads Searchin**@c*************.inView in Leads Searchwww.capstonewealth.in/
LinkedInInstagramFacebook
Portal Financial Planning - Independent Financial AdvisersFinancial Advisor
heritage exchange, 70 Plover Rd, Lindley, Huddersfield HD3 3HRView on Google Maps
5.0(37)
***8**99*00View in Leads Search-www.portalfp.co.uk/-
FPKC PRIMEFinancial planner
Ashiana Plaza, 403, Buddh Marg, near GPO, near Iskcon, Fraser Road Area, Patna, Bihar 800001, IndiaView on Google Maps
5.0(25)
+9*9*****7776View in Leads Search-www.fpkc.in/
InstagramFacebook
FINTECH WEALTHFinancial Advisor
Lower Mezanine Floor, Dumraon Palace, LM-02, New Dak Bunglow Rd, above Vi Vodafone Idea Outlet, Lodipur, Patna, Bihar 800001, IndiaView on Google Maps
5.0(12)
+9*9**7****00View in Leads Searchfi***********@g****.comView in Leads Searchwww.thefintechwealth.com/-
CW
Chitragupta Wealth | Mutual Fund in Patna | Best Mutual Fund Advisor in Patna | Investment | Build Wealth | PatnaFinancial planner
House no 42, Rd Number 14A, East Ashok Nagar, Ashok Nagar, Kankarbagh, Patna, Bihar 800020, IndiaView on Google Maps
5.0(7)
+9*79*9*6**40View in Leads Search---
Zenia Wealth ManagementFinancial Advisor
Zenia Wealth Management, Independence House, Holly Bank Rd, Lindley, Huddersfield HD3 3LXView on Google Maps
5.0(2)
***8*****17View in Leads Search-www.zeniawealth.co.uk/-
Platinum FinancialFinancial Advisor
D-214, 2nd Floor, Dumrao Place, Fraser Rd, Chajju Bagh, Patna, Bihar 800001, IndiaView on Google Maps
5.0(1)
+9*6******964View in Leads Search-www.platinumfinancial.co.in/-
A&
A & K Group Of Financial InvestmentFinancial Advisor
2nd Floor, Dumraon Palace, Old Jakkanpur, Lodipur, Patna, Bihar 800001, IndiaView on Google Maps
5.0(1)
+9*7*798***91View in Leads Search---
N. R. Baid And CoChartered accountant
1E, 1ST Floor, Ashiana Orchids, Rajendra Path, near Hotel Sarvodaya (LBW, Patna, Bihar 800001, IndiaView on Google Maps
4.9(161)
--www.nrbaid.com/
Facebook
QF
QuickRupya Financial ServicesFinancial Advisor
1st floor Building Hotel SHRADDHA INN Sahyogi Marg, Exhibition Rd, near Dominos Pizza, Patna, Bihar 800001, IndiaView on Google Maps
4.9(56)
+9*8*9****941View in Leads Search---
FinGoal SolutionsFinancial planner
K-160, P C Colony Rd, Kankarbagh, Hanuman Nagar, Patna, Bihar 800026, IndiaView on Google Maps
4.9(41)
+9*79***9**54View in Leads Searchfi**************@g****.comView in Leads Searchfingoalsolutions.in/
LinkedInInstagramFacebookX (Twitter)
Suryansh Wealth Private LimitedInvestment service
Kangkar Bagh Road, beside New Steel House, opposite Nutan Tower, Kankarbagh Colony More, Ghrounda, Patna, Bihar 800001, IndiaView on Google Maps
4.9(35)
+9*9*****9662View in Leads Search-www.suryanshwealth.com/-
RAFCO WEALTHFinancial planner
Khojai Imli Mazar, Khagaul Rd, Sector 2, Haroon Nagar, Market, Phulwari Sharif, Patna, Bihar 800002, IndiaView on Google Maps
4.9(17)
+9*99**9*7860View in Leads Searchra*********@g****.comView in Leads Searchrafcowealth.com/
FacebookX (Twitter)
SF
SAH FINANCIAL HUBFinancial planner
HANUMAN MARKET, SHAMBHU NATH SAH, Rajendra Path, near CDA Building, Patna, Bihar 800001, IndiaView on Google Maps
4.9(14)
+9*9***8***59View in Leads Search---
Polaris Financial Services Pvt. Ltd.Financial Advisor
Second Floor, Mithu Lok, West Boring Canal Rd, Anandpuri, Patna, Bihar 800001, IndiaView on Google Maps
4.9(13)
+9*99**9***01View in Leads Searchco*****@p*************.comView in Leads Searchpolarisfinserv.com/-
Financial SolutionTax Advisor
J33C+77W, TAPESHWAR NAGAR, ARA, GARDEN ROAD, Patna, Bihar 800014, IndiaView on Google Maps
4.7(132)
+9*8*****9856View in Leads Searchfi*******************@g****.comView in Leads Searchfinancialsolution.co.in/-
Shri Ashutosh Securities Pvt. Ltd.Investment company
1st Floor, Sisodiya Complex, E Boring Canal Rd, Kidwaipuri, Patna, Bihar 800001, IndiaView on Google Maps
4.7(115)
+9*6**66***53View in Leads Search-mutualfundpatna.com/-
JF
JMD Financial solutions pvt ltdOnline share trading center
Shailja Tower, 307, Kangkar Bagh Road, above Blackberry Showroom, Ghrounda, Patna, Bihar 800020, IndiaView on Google Maps
4.7(54)
----
LF
Limra Financial plannerInsurance agency
3rd floor, Rajendra Ram Plaza, Exhibition Rd, Ali Nagar Colony, Salimpur Ahra, Golambar, Patna, Bihar 800001, IndiaView on Google Maps
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