Personal finance and financial planning in India: 8 proven experts
8 experts sold 5 or more matching paid sessions on Topmate in the last 12 months, 128 paid sessions in all.
Updated 17 Oct 2026.
Half of them charge between ₹170 and ₹536 for their main session, and the median is ₹245.
Personal finance and financial planning on Topmate
Ordered by paid sessions in the last 12 months, then rating. One offer per person.
- 1:1 call, 60 min

1:1 Wealth & Investment Consultation
Brahmi Kapasi₹19744 paid sessions in 12 months · Creator 4.7 · 98 ratings - 1:1 call, 60 min

Complete Financial Planning Session
Karan Walia₹5,100From Private Equity to ₹12Cr+ Annual Business | Investor Managing 8-Figure Portfolios | Your Wealth Creation Mentor | CFA • MBA25 paid sessions in 12 months · Creator 5.0 · 5 ratings - 1:1 call, 60 min

Money Management
The Spiritual Banker₹300🎓 PGDM in Finance from SP Jain (Mumbai) 💼 18+ years of Experience in Banking & Risk Management21 paid sessions in 12 months · Creator 5.0 · 13 ratings - Describe what you need
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- 1:1 call, 15 min

Mutual Funds Review
Vinita Dayani₹381Managing Mutual Fund Portfolios | Personal Finance Educator on Youtube and Instagram | Customer Success Manager13 paid sessions in 12 months · Creator 5.0 · 20 ratings - 1:1 call, 60 min

1:1 Consultation CCs to Personal Finance
Jim Kim₹1,000Personal Finance, Credit Cards, Program/Product Manager9 paid sessions in 12 months · Creator 5.0 · 12 ratings - 1:1 call, 30 min

Financial planning | 1:1 Consultation
Sri Sai Dinesh Bollupalli₹260Founder @ Magnanimous Miles | DevOps Engineer @ Wabtec (Ex- GE Transportation) | Credit Cards, Reward Points & Travel Optimization6 paid sessions in 12 months - Describe what you need
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Tell our AI what you need. It can ask a question or two and find the right people for you.
- 1:1 call, 30 min
30 mins video call - Personal Finance
Pavit Teg Bir Singh₹87Personal Finance Educator | Mutual Funds Educator | Real Estate Educator5 paid sessions in 12 months - 1:1 call, 30 min

Mutual Fund Discovery Session
Mohanakumar T₹74Helping young professionals & Tamil families build long-term wealth through goal-based financial planning. AMFI Registered Mutual Fund Distributor (ARN 362166)5 paid sessions in 12 months
What buyers wrote after their sessions
- ★★★★★
Great financial advisor who has amazing vision of finance and great know
A session with Brahmi Kapasi - ★★★★★
I'll pay again just for the conversation, very insightful and intriguing.
A session with Karan Walia - ★★★★★
Thank you for your friendly attitude. Your class is very very helpful. I was a novice before joining your class but after learning it from you I am confident enough that now I can invest money in right direction . I am eager to learn more from you...
A session with The Spiritual Banker - ★★★★★
We had an extremely useful discussion with Vinita regarding our financial planning. She gave precise, valuable tips and instructions to help us achieve our long term and short term goals. Thank you so much!
A session with Vinita Dayani - ★★★★★
It was helpful to find the gaps and options. Kim gave good advice and action items for improving my financial health.
A session with Jim Kim - ★★★★★
Thank you for the detailed information. It offered valuable insights into the cards and their usage.
A session with Sri Sai Dinesh Bollupalli
Questions about personal finance and financial planning
What is the price range for personal finance and financial planning on Topmate?
Half of the proven experts charge between ₹170 and ₹536 for their main session, and the median price is ₹245. Each expert sets their own price, and every offer shows its price on the expert's page before you book.
What does “proven expert” mean on this page?
An expert counts as proven when they sold 5 or more paid sessions that match this need on Topmate in the last 12 months. 8 experts meet that bar today, with 128 paid sessions between them.
How does booking work?
Pick an expert and open their page. Book a call or buy a product there, and pay when you book. Topmate sends the booking confirmation and a calendar invite, and gives you the link to join the call.
Can I get a refund on a 1:1 call?
From Topmate's refund policy for 1:1 calls: Nonattendance by expert: The expert does not join the call within a reasonable grace period (for example, 15 minutes after the scheduled start time) and does not offer a reasonably comparable rescheduled slot within a reasonable period (for example, 24 hours), unless you explicitly agree to another arrangement. Late cancellation by expert: The expert cancels the consultation on short notice (for example, less than 24 hours before the scheduled start time), and you do not accept a rescheduled appointment. User noshow: You fail to attend and do not attempt to reschedule within a reasonable notice period (for example, at least 6 hours in advance), and the expert was ready and available. Read the refund policy