- SEBI-Registered Investment Adviser
Anjali Khan
Independent advice with no product agenda for families nearing retirement in Chennai.
Registry checkedINA-884782 · Checked 23 May 2026
- Practice since
- 2019
- Clients
- 26
- Record
- No flags
Independent
Self-reported
Registry record
Before you reach out
Is Anjali the right person for you?
- Who it’s for
- Families nearing retirement · High-earning professionals · Doctors
- How they’re paid
- A flat planning fee, disclosed up front. No product commissions — fee-only, conflict-free.
Services
What Anjali helps with
- Goal & cash-flow planning
- Retirement
- Comprehensive financial planning
In Anjali’s own words
Anjali, unedited
With 10 years in the field, Anjali works with a focused set of clients in Chennai and is known for a patient, no-pressure style.
Anjali KhanSupplied by the professional
On the record
Record and credentials
- Platform checked
- INA-884782 · Registration checked · No flags found in the recorded check · Last checked 23 May 2026 · EUIN BASL-637179
- Own account
- English, Urdu, Kannada · WhatsApp or in person · Chennai & nearby
- Qualifications
- NISM-Series-XA · CFP® (supplied by the professional)
- Memberships
- BASL member
Professional experience
Self
2019 – presentFounder & Principal Adviser (SEBI RIA)
Kotak Mahindra Bank
2015 – 2019VP, Private Wealth
Kotak Mahindra Bank
2011 – 2015Wealth Manager
Ready to talk to Anjali?
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