Leave a Review For Providers 0 0
  • Post a Project
Home Financial Advising & Planning India

Top Strategic Financial Planning Firms in India

Ratings Updated: April 1, 2026
We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust
Get Matched

8 Leaders 15 Contenders

237 Companies

Country: India

List of the Top India Strategic Financial Planners

  • MaxSource Private Limited Logotype

    5.0 3 reviews
    Verified
    Undisclosed
    < $25 / hr
    10 - 49
    Vadodara, India

    Services provided

    10% Financial Advising & Planning
    15% Finance & Accounting Outsourcing (FAO)
    10% Accounting +10 services
    10% Back Office Outsourcing
    10% IT Managed Services
    10% PEO/Employee Leasing
    5% Document Digitization & Management
    5% Employer of Record (EOR) Services
    5% Financial Consulting
    5% Fractional CFO Services
    5% HR Outsourcing
    5% Other IT Consulting and SI
    5% Staffing

    MaxSource Private Limited is a versatile service provider specializing in web development, research, and eCommerce support. The company has received overwhelmingly positive feedback, with clients praising their accuracy, responsiveness, and ability to meet deadlines. Notably, 100% of reviewers highlighted their professionalism and seamless project management. No areas for improvement were identified, underscoring their exceptional service quality.

    See all 3 projects

    Reviews mention Timely

    MaxSource Private Limited consistently receives positive feedback regarding their timely delivery of services. Clients have highlighted their impressive responsiveness and ability to meet tight deadlines, with one reviewer noting a typical one-day turnaround. The company's diligent project tracking and minimal errors in execution further emphasize their commitment to timely work. Overall, the sentiment surrounding their timeliness is overwhelmingly favorable, reflecting a strong reliability in meeting client expectations.
    • Research Services for Career Coaching Company
      5.0 Sep 16, 2022

      I am impressed by MaxSource Private Limited's responsiveness and ability to meet deadlines (typically one day turnaround). Their quality of work was exceptional, and they were great with feedback.

      Read Full Review
    • Website Deployment for E-Commerce Service Provider
      5.0 Jul 13, 2022

      Describe their project management style, including communication tools and timeliness. We used Google Docs to organize projects and other platforms.

      Read Full Review
    Read All Reviews

    Industry Experience

    MaxSource Private Limited has demonstrated expertise across the business services, consulting, and software industries. Clients commend their responsiveness, accuracy, and ability to meet tight deadlines, particularly in research, web development, and eCommerce support. Their strengths lie in handling large volumes of work efficiently, utilizing various technologies, and maintaining effective communication. Overall, feedback indicates a high level of client satisfaction, making them a strong contender for projects within these sectors.

    Read All Reviews

    Select Industry to see insights

    Consulting Business services Software

    Average Project Cost Breakdown

    Less than $10,000 (2) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients consistently praise MaxSource Private Limited for their exceptional value and cost-effectiveness. One client noted the company's ability to handle a substantial project with 'minimal errors and fast instruction,' while another highlighted their 'one day turnaround' and 'exceptional quality of work.' Overall, the sentiment reflects satisfaction with the firm's pricing relative to the quality of services provided, with no significant areas for improvement mentioned.
    Read All Reviews
    View Profile Visit Website
  • Brego Business Logotype

    5.0 3 reviews
    $1,000+
    $50 - $99 / hr
    50 - 249
    Mumbai, India

    Services provided

    15% Financial Advising & Planning
    15% Advertising
    15% Content Marketing +4 services
    15% Finance & Accounting Outsourcing (FAO)
    15% Marketing Strategy
    15% Social Media Marketing
    10% Pay Per Click

    Brego Business is a comprehensive digital marketing company that offers services including accounting, recruitment, and social media marketing. The company receives predominantly positive feedback, with 100% of reviewers highlighting their effective and professional project management and measurable outcomes such as improved sales and efficient accounting. Clients particularly appreciate their all-in-one service approach.

    See all 3 projects

    Reviews mention High-quality work

    Clients have consistently praised Brego Business for delivering high-quality work across various services, including accounting and digital marketing. One client noted the effectiveness of their bookkeeping and timely provision of financial reports, which facilitated better decision-making. Additionally, the digital marketing efforts resulted in significant monthly growth in outreach and inbound leads, underscoring the firm's ability to produce measurable outcomes. Overall, the sentiment reflects a strong approval of the company's professionalism and effectiveness.
    • Accounting Services & PPC & SEO Campaigns for Digital Agency
      5.0 Aug 13, 2021

      Measurable outcomes were already there as the team took over my accounting requirements. I was getting the balance sheet and P&L on time and accurately which helped me make better decisions. In terms of a digital marketing perspective, we were growing every month in terms of outreach and inbound leads coming to me buying directly from my website.

      Read Full Review
    Read All Reviews

    Industry Experience

    Brego Business has received positive feedback primarily in the Advertising & Marketing and Engineering industries. Clients appreciate their comprehensive digital marketing solutions, especially in social media management, which have led to successful outreach and measurable growth. Their seamless collaboration, cost-effective services, and commitment to timely deliverables are consistently highlighted as strengths. Overall, Brego is well-suited for projects requiring digital marketing expertise, making them a strong candidate for clients in these sectors.

    Read All Reviews

    Select Industry to see insights

    Advertising & marketing Engineering

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients have consistently noted that Brego Business offers cost-effective solutions, with one client highlighting a billing structure that was 'very cost-friendly and effective,' costing Rs. 30,000 for bookkeeping and Rs. 75,000 to 1,00,000 for ads and SEO. Overall sentiment reflects satisfaction with the value received, as clients appreciated the comprehensive service offerings and measurable outcomes, reinforcing their perception of good value for money.
    Read All Reviews
    View Profile
  • ViTWO (6 Livo Technologies Pvt Ltd) Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    50 - 249
    Kolkata, India

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    ViTWO (6 Livo Technologies Pvt Ltd) is a company specializing in virtual accounting and financial services. Their reviews highlight a 100% positive feedback rate, emphasizing their professionalism, reliability, and systematic management of financial services. Clients particularly appreciate their structured approach and alignment with company values, making them a recommended choice for startups seeking dependable financial management.

    See all 1 projects

    Industry Experience

    ViTWO (6 Livo Technologies Pvt Ltd) has received positive feedback primarily from the manufacturing industry, specifically noted in the home decor sector. Clients commend their expertise in financial services, including bookkeeping and reconciliations, highlighting a structured and reliable approach that supports startups effectively. Overall sentiment reflects a high level of satisfaction with their professionalism, timely project delivery, and alignment with client values, making them a strong fit for businesses in need of comprehensive financial management solutions.

    Read All Reviews

    Select Industry to see insights

    Manufacturing

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have praised ViTWO (6 Livo Technologies Pvt Ltd) for their competitive pricing and exceptional value for money. One client noted that ViTWO's services fit their budget while maintaining high quality, leading to systematic management of financial services. Overall, the sentiment reflects satisfaction with the cost-effectiveness and reliability of the company's offerings, with no areas for improvement identified.
    Read All Reviews
    View Profile

    • Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

    Get My Matches
  • Celeste Business Advisors LLP Logotype

    5.0 1 review
    $1,000+
    $25 - $49 / hr
    2 - 9
    Mumbai, India

    Services provided

    55% Financial Advising & Planning
    15% Finance & Accounting Outsourcing (FAO)
    10% Accounting +2 services
    10% Business Consulting
    10% Financial Consulting

    Celeste Business Advisors is a Financial Advising and Planning firm that excels in developing financial strategies and supporting ongoing financial analysis. With 100% positive feedback, clients commend their timely delivery and comprehensive documentation, highlighting the firm's intelligence and welcoming attitude, particularly praising Divyesh's expertise and supportive nature in achieving significant financial milestones.

    See all 1 projects
    1 of 1 Financial Advising & Planning reviews are 5 stars
    Less than $10,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Accounting Services for Education & Coaching Company

    5.0 — Celeste Business Advisors devised a financial strategy for an education and coaching firm, which included the creation of supporting documents and the normalization of EBIDTA through reporting. Read more
    Read 1 Review

    Industry Experience

    Celeste Business Advisors LLP has received positive feedback primarily from the Advertising & Marketing sector, notably for their expertise in financial planning and analysis. Clients commend their thoroughness, ability to exceed expectations, and strong communication. The overall sentiment reflects a high level of satisfaction, highlighting their strengths in delivering measurable outcomes such as financial flight plans and profitability metrics. Organizations seeking financial strategy support, particularly within marketing, would find a strong match with Celeste Business Advisors.

    Read All Reviews

    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have praised Celeste Business Advisors LLP for delivering exceptional value relative to their cost. One CEO noted that the outcomes exceeded expectations, with comprehensive support provided beyond the initial request. They highlighted the alignment of company values and culture as key factors in their selection. Overall, feedback reflects a strong sentiment of satisfaction regarding the cost-effectiveness and quality of service received, reinforcing the firm's reputation for delivering significant value.
    Read All Reviews
    View Profile
  • BBNC Logotype

    4.9 9 reviews
    $1,000+
    $25 - $49 / hr
    10 - 49
    Bengaluru, India

    Services provided

    10% Financial Advising & Planning
    40% Accounting
    20% Tax Law +3 services
    10% Corporate Law
    10% Intellectual Property Law
    10% Labor & Employment Law

    BBNC is a comprehensive accounting and compliance firm offering services such as tax registration, bookkeeping, legal consulting, and compliance management. Feedback from reviews indicates high satisfaction with their professional expertise, responsiveness, and cost transparency, with 100% of clients commending their timely and efficient service delivery. BBNC is consistently praised as a knowledgeable and reliable partner, providing seamless multi-service solutions under one roof.

    See all 9 projects

    Reviews mention Timely

    Overall, client feedback indicates a strong positive sentiment regarding BBNC's timeliness. Clients frequently noted that reports and services were delivered on time, emphasizing the efficiency and responsiveness of the team. For instance, one client stated, "They are giving the reports on a timely basis," while another remarked on their "timely response for each and every query." Additionally, a client highlighted that all assignments were completed within the expected timeframe, underscoring BBNC's commitment to meeting deadlines.
    • Accounting & Compliance Services for IT Company
      5.0 Jul 13, 2021

      The first thing is cost structure and expertise on the subject Timeliness of the work. They are giving the reports on timely basis.

      Read Full Review
    • Accounting & Compliance Services for Recruitment Firm
      5.0 Jul 7, 2021

      Their teamwork and timely response for each and every query we raised. Initially, we thought the project time will take more than a month but their team started the work we realized we were wrong.

      Read Full Review
    • Taxation & Legal Services for Real Estate
      5.0 May 12, 2021

      Even during the ongoing pandemic, they provided uninterrupted service seamlessly. All the assignments were delivered on time and everything was timely intimated and processing etc were done in a jiffy.

      Read Full Review
    • Accounting Services for Construction Company
      5.0 May 7, 2021

      The end result is timely and accurate. The team assisted us in every query and responded in a timely manner. The work was completed as per the estimated timeline in a prudent manner.

      Read Full Review
    Read All Reviews

    Industry Experience

    BBNC has demonstrated significant expertise across various industries, including Financial Services, IT Services, Human Resources, Real Estate, Construction, and others. Clients appreciate their responsiveness, transparency in billing, and deep knowledge of compliance and accounting processes. Overall sentiment indicates a strong satisfaction, particularly in Financial Services and IT, where timely and effective solutions were emphasized. Their ability to provide comprehensive, sector-specific services makes them a valuable partner for businesses seeking reliable accounting and compliance support.

    Read All Reviews

    Select Industry to see insights

    Financial services IT Services Human Resources Other Industry Real estate Construction

    Average Project Cost Breakdown

    Less than $10,000 (5)

    What Clients Have Said

    BBNC is noted for its fair and transparent pricing structure, with clients appreciating the lack of hidden costs. One client highlighted the cost-effectiveness in comparison to hiring an in-house accountant, stating, 'the best part we decided to go with them is the cost.' Overall, feedback indicates that clients find their services reasonably priced and aligned with market rates, contributing to a positive perception of value for money.
    Read All Reviews
    View Profile
  • DNA GROWTH Logotype

    4.8 4 reviews
    $1,000+
    $50 - $99 / hr
    50 - 249
    Sahibzada Ajit Singh Nagar, India

    Services provided

    10% Financial Advising & Planning
    25% Fractional CFO Services
    20% Business Consulting +5 services
    10% Accounting
    10% BI & Big Data Consulting & SI
    10% Finance & Accounting Outsourcing (FAO)
    10% Financial Consulting
    5% Business Valuation Services

    DNA GROWTH is a financial advising and planning company that excels in financial reporting and modeling. Their reviews highlight their strong communication skills, timely delivery, and high-quality outputs. With 100% positive feedback, clients consistently praise DNA GROWTH for being a reliable and effective partner in corporate financial planning and advisement.

    See all 4 projects

    Reviews mention High-quality work

    Clients express a consistently high level of satisfaction with DNA GROWTH's output, particularly highlighting the delivery of high-quality financial models. One client noted the 'high-quality work' and 'great communication' as standout features of their experience. Additionally, the responsiveness and ability to meet deadlines were praised, reinforcing the overall sentiment of excellence and reliability in their services.
    • Finance & Accounting Services for Accounting Company
      4.5 Apr 28, 2024

      Delivered high quality financial models. They consistently provide high-quality work with great communication.

      Read Full Review
    Read All Reviews
    0 of 1 Financial Advising & Planning reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Finance & Accounting Services for Accounting Company

    4.5 — DNA GROWTH provides ongoing finance and accounting services for an accounting company. The team is responsible for developing finance reports and models, including cash flow forecasts and management Read more
    Read 1 Review

    More responsive than most other service providers

    DNA GROWTH is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    Australia (1) Canada (1) England (1)
    View Profile
  • R S N & Associates Logotype

    4.5 3 reviews
    $1,000+
    $300+ / hr
    2 - 9
    Chennai, India

    Services provided

    15% Financial Advising & Planning
    40% Accounting
    15% Business Consulting +3 services
    10% Commercial Financing
    10% Finance & Accounting Outsourcing (FAO)
    10% Financial Consulting

    R S N & Associates is a legal and financial services firm specializing in tax filing, legal consultation, financial restructuring, and tax planning. They demonstrate strong integrity, sound knowledge, and exceptional client relationships. Approximately 100% of reviewers appreciate their professionalism and personalized service, though some note their higher fees compared to other providers.

    See all 3 projects

    Reviews mention Trustworthy

    Clients express a strong sentiment of trustworthiness towards R S N & Associates, particularly highlighting their personalized service and legal expertise. One client noted, "I trust them immensely," emphasizing the personal relationship built over years. They commend the firm's commitment to legal integrity, stating, "They'll never explore even remotely-shady practices with you." Overall, the feedback indicates that clients feel secure in their financial dealings, valuing the firm's reliable guidance despite higher costs.
    • Tax Filing for Individual
      4.5 Jul 23, 2021

      I trust them immensely, and we've been able to build a personal relationship. Raghavachari knows my wife and asks about my children. I treat him like family, and my family sees him as the go-to person for any tax or legal matters.

      Read Full Review
    Read All Reviews

    Industry Experience

    R S N & Associates has demonstrated expertise primarily in the legal and financial sectors, providing services such as tax planning and financial restructuring. Clients from the legal industry noted their integrity and timely project completion, while feedback from the software services sector highlighted their strong legal knowledge and personalized service for complex multinational tax situations. Overall, client sentiment is highly positive, indicating that R S N & Associates is well-suited for projects in both legal and financial domains.

    Read All Reviews

    Select Industry to see insights

    Other Industry Legal

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    R S N & Associates is perceived as a high-cost provider, with clients acknowledging the premium pricing for their services. One client noted that while they could find cheaper options, the value derived from R S N's expertise, particularly in complex tax situations, justified the expense. Another client highlighted the integrity and knowledge of the team, reinforcing the sentiment that the quality of service correlates with the higher fees. Overall, clients feel that the cost reflects the exceptional value provided.
    Read All Reviews
    View Profile
  • USP House Logotype

    4.3 2 reviews
    $1,000+
    $50 - $99 / hr
    10 - 49
    Noida, India

    Services provided

    15% Financial Advising & Planning
    20% Business Consulting
    15% Market Research +5 services
    15% Marketing Strategy
    10% Digital Strategy
    10% Financial Consulting
    10% Funding & Investment
    5% IT Strategy Consulting

    USP House is a marketing support company specializing in creating compelling marketing strategies and digital campaigns. Reviews highlight their proactive and communicative approach, with 100% of feedback indicating satisfaction with project management and a smooth engagement. While praised for their initiative, occasional assertiveness in service offerings was noted.

    See all 2 projects

    Industry Experience

    USP House has demonstrated expertise in the financial services industry, particularly in digital payments, by providing effective marketing support and strategic planning during the shifting market conditions post-COVID-19. Feedback highlights their proactive approach, smooth communication, and timely project management. Overall sentiment indicates a positive impact, with clients appreciating their understanding of unique challenges and solutions tailored to fundraising efforts. Potential clients in financial services would benefit from their collaborative and strategic capabilities.

    Read All Reviews

    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients generally perceive USP House as providing good value for money, especially considering their proactive approach and effective project management. One client noted an investment of £2,000 (approximately $2,600 USD) for ongoing marketing support, reflecting a reasonable cost given their positive initial results. However, there are mentions of aggressive upselling tactics, suggesting a need for clear communication regarding service needs to ensure alignment and satisfaction.
    Read All Reviews
    View Profile
  • IRIS Business Services Ltd Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Navi Mumbai, India

    Services provided

    100% Financial Advising & Planning

    Founded in 2000, IRIS Business Services Ltd is a midsize Navi Mumbai, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.

    Read more
    View Profile
  • Equirus Wealth Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    50 - 249
    Mumbai, India

    Services provided

    50% Financial Advising & Planning
    30% Funding & Investment
    20% Business Valuation Services

    Equirus Wealth is a Financial Advising & Planning company. They are in Mumbai, India and Ahmedabad, India. Their team provides Financial Advising & Planning and Funding & Investment.

    Read more
    View Profile
  • Kreditwala Logotype

    5.0 1 review
    $5,000+
    Undisclosed
    250 - 999
    Delhi, India

    Services provided

    40% Financial Advising & Planning
    30% Financial Consulting
    30% Insurance Services & Brokers

    Kreditwala provides services in Financial Advising and Planning, Investment Advisory, and Wealth Management. Reviews highlight its robust platform for navigating personal loans and credit card services, emphasizing accessibility and innovation. Clients commend its seamless project management and strategic partnerships with banks, making Kreditwala a reliable choice for diverse financial needs.

    See all 1 projects
    View Profile
  • Infiny Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Agra, India

    Services provided

    50% Financial Advising & Planning
    50% Insurance Services & Brokers

    Financial Advising & Planning and Insurance Services & Brokers company Infiny Solutions was founded in 2020. The team offers Financial Advising & Planning and Insurance Services & Brokers.

    Read more
    View Profile
  • CryptoBiz Exchange Logotype

    Not yet reviewed

    Undisclosed
    $25 - $49 / hr
    50 - 249
    Pune, India

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    CryptoBiz Exchange is an Accounting and Financial Advising & Planning company launched in 2019. The midsize team specializes in Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • SK Finance Limited Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Jaipur, India

    Services provided

    100% Financial Advising & Planning

    Financial Advising & Planning company SK Finance Limited is located in Jaipur, India. Founded in 1994, the team focuses on Financial Advising & Planning.

    Read more
    View Profile
  • Findoc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Ludhiana, India

    Services provided

    50% Financial Advising & Planning
    50% Business Valuation Services

    Findoc, a Financial Advising & Planning and Business Valuation Services company, is in Ludhiana, India. They offer Financial Advising & Planning and Business Valuation Services.

    Read more
    View Profile
  • Knight Fintech Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Mumbai, India

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Knight Fintech is an Accounting and Financial Advising & Planning company established in 2019. The agency offers Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • Global FPO Logotype

    5.0 1 review
    Undisclosed
    < $25 / hr
    250 - 999
    Noida, India

    Services provided

    30% Financial Advising & Planning
    40% Finance & Accounting Outsourcing (FAO)
    30% Accounting

    Global FPO is an Accounting, Bookkeeping and Tax Consulting, and outsourcing company that helps CPAs, accounting firms, small and mid-sized businesses, and startups strengthen their foundations to

    Read more
    See all 1 projects
    View Profile
  • Treelife Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Mumbai, India

    Services provided

    30% Financial Advising & Planning
    35% Accounting
    35% Corporate Law

    Treelife is an Accounting company. The Mumbai, India-based company was founded in 2015. Their team specializes in Accounting and Corporate Law.

    Read more
    View Profile
  • TrustPlutus Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Mumbai, India

    Services provided

    70% Financial Advising & Planning
    30% Commercial Financing

    Established in 2010, TrustPlutus is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.

    Read more
    View Profile
  • M1NXT Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Gandhinagar, India

    Services provided

    50% Financial Advising & Planning
    50% Finance & Accounting Outsourcing (FAO)

    M1NXT, a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company, provide Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning. They were founded in

    Read more
    View Profile
  • IFFCO Kisan Finance Limited Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Gurugram, India

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Founded in 2017, IFFCO Kisan Finance Limited is a Financial Advising & Planning and Financial Consulting company. Their team provides Financial Advising & Planning and Financial Consulting.

    Read more
    View Profile
  • MNS Credit Management Group Private Ltd. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New Delhi, India

    Services provided

    30% Financial Advising & Planning
    30% Business Consulting
    20% Finance & Accounting Outsourcing (FAO) +2 services
    10% Call Center Services
    10% Finance Law

    MNS Credit Management Group Private Ltd. Is a Business Consulting company. The New Delhi, India-based agency provides Business Consulting and Financial Advising & Planning.

    Read more
    View Profile
  • http://www.savengrow.com/ Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New Delhi, India

    Services provided

    100% Financial Advising & Planning

    Http://www.savengrow.com/ is a small New Delhi, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.

    Read more
    View Profile
  • Bharat Unlisted Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New Delhi, India

    Services provided

    100% Financial Advising & Planning

    Bharat Unlisted is a Financial Advising & Planning company. Their team is located in New Delhi, India. The firm focuses on Financial Advising & Planning.

    Read more
    View Profile
  • Bonanza Wealth Logotype

    Not yet reviewed

    $50,000+
    Undisclosed
    50 - 249
    Mumbai, India

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Bonanza Wealth is a Financial Advising & Planning and Financial Consulting company. Headquartered in Mumbai, India, the company offers Financial Advising & Planning and Financial Consulting.

    Read more
    View Profile
  • Utkarsh Small Finance Bank Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Varanasi, India

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Utkarsh Small Finance Bank is a small Varanasi, India-based Financial Advising & Planning and Financial Consulting company. The team provides Financial Advising & Planning and Financial Consulting.

    Read more
    View Profile
  • Axlerate Futuretech Pvt Ltd Logotype

    Not yet reviewed

    $5,000+
    $50 - $99 / hr
    10 - 49
    Chennai, India

    Services provided

    50% Financial Advising & Planning
    30% Logistics & Supply Chain Consulting
    20% Commercial Financing

    Financial Advising & Planning company Axlerate Futuretech Pvt Ltd was launched in 2022. The company focuses on Financial Advising & Planning and Logistics & Supply Chain Consulting.

    Read more
    View Profile
  • Gruhfin Logotype

    Not yet reviewed

    $25,000+
    $100 - $149 / hr
    10 - 49
    Ahmedabad, India

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Gruhfin is a Financial Advising & Planning and Financial Consulting company in Ahmedabad, India. They specialize in Financial Advising & Planning and Financial Consulting.

    Read more
    View Profile
  • Wealth Note Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Pune, India

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Wealth Note is a small Pune, India-based Commercial Financing and Financial Advising & Planning company. The team offers Commercial Financing and Financial Advising & Planning.

    Read more
    View Profile
  • rpacpc Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    10 - 49
    Nagpur, India

    Services provided

    55% Financial Advising & Planning
    35% IT Managed Services
    5% BI & Big Data Consulting & SI +1 service
    5% ERP Consulting and SI

    Based in Nagpur, India and Nagpur, India, rpacpc is a Financial Advising & Planning company. Established in 2010, the team focuses on Financial Advising & Planning and IT managed services.

    Read more
    View Profile
  • Secure Finance Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Mumbai, India

    Services provided

    100% Financial Advising & Planning

    Secure Finance is a Financial Advising & Planning company established in 2015. Headquartered in Mumbai, India, the team provides Financial Advising & Planning.

    Read more
    View Profile
  • MJN Finserv Logotype

    Not yet reviewed

    $5,000+
    < $25 / hr
    50 - 249
    Ahmedabad, India

    Services provided

    100% Financial Advising & Planning

    Founded in 2014, MJN Finserv is a midsize Ahmedabad, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.

    Read more
    View Profile
  • IBWC Wealth Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Jaipur, India

    Services provided

    100% Financial Advising & Planning

    IBWC Wealth is a Financial Advising & Planning company. They are in Jaipur, India and have large team. They provide Financial Advising & Planning.

    Read more
    View Profile
  • Wecarecapital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Noida, India

    Services provided

    50% Financial Advising & Planning
    25% Financial Consulting
    25% Funding & Investment

    Wecarecapital is a Financial Advising & Planning company established in 2024. Located in Noida, India and Noida, India, the team specializes in Financial Advising & Planning and Funding &

    Read more
    View Profile
  • Infra Health Logotype

    Not yet reviewed

    $250,000+
    $300+ / hr
    50 - 249
    Pune, India

    Services provided

    50% Financial Advising & Planning
    40% Funding & Investment
    10% Financial Consulting

    Infra Health is a Financial Advising & Planning company. Founded in 2013, their team provides Financial Advising & Planning and Funding & Investment.

    Read more
    View Profile
  • Pierian Services Logotype

    Not yet reviewed

    $25,000+
    < $25 / hr
    1,000 - 9,999
    Bengaluru, India

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2 services
    20% Fractional CFO Services
    20% IT Managed Services

    Established in 2003, Pierian Services is an IT managed services company. The firm specializes in IT managed services and Finance & Accounting Outsourcing (FAO), and is large.

    Read more
    View Profile
  • Shreshtha Business Solutions Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    50 - 249
    Chennai, India

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% PEO/Employee Leasing +1 service
    25% Recruiting

    Launched in 2018, Shreshtha Business Solutions is an Accounting company. The agency provides Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • Neil Accountants & Advisors Logotype

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    10 - 49
    Noida, India

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Launched in 2019, Neil Accountants & Advisors is an Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • Accorp Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Delhi, India

    Services provided

    100% Financial Advising & Planning

    Accorp Partners is a Financial Advising & Planning company. Their small team is located in Delhi, India. Their team provides Financial Advising & Planning.

    Read more
    View Profile
  • Ashutosh Financial Services Pvt Ltd. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Rajkot, India

    Services provided

    100% Financial Advising & Planning

    Ashutosh Financial Services Pvt Ltd. Is a small Rajkot, India-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning.

    Read more
    View Profile
  • Oxyzo Financial Services Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    250 - 999
    Gurugram, India

    Services provided

    10% Financial Advising & Planning
    90% Commercial Financing

    In Gurugram, India, Oxyzo Financial Services is a midsize Commercial Financing company. Their services include Commercial Financing and Financial Advising & Planning.

    Read more
    View Profile
  • 3k investment partners llp Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    50 - 249
    New Delhi, India

    Services provided

    35% Financial Advising & Planning
    25% Insurance Services & Brokers
    20% Commercial Financing +2 services
    10% Financial Consulting
    10% Funding & Investment

    Launched in 2016, 3k investment partners llp is a Financial Advising & Planning company. The midsize team focuses on Financial Advising & Planning and Insurance Services & Brokers.

    Read more
    View Profile
  • Keastox Best Stock Broker in Ahmedabad Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Ahmedabad, India

    Services provided

    80% Financial Advising & Planning
    20% Insurance Services & Brokers

    Keastox Best Stock Broker in Ahmedabad is a Financial Advising & Planning company headquartered in Ahmedabad, India. They offer Financial Advising & Planning and Insurance Services & Brokers.

    Read more
    View Profile
  • FinVoyage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Ahmedabad, India

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    FinVoyage is an Ahmedabad, India-based Financial Advising & Planning and Financial Consulting company. The team focuses on Financial Advising & Planning and Financial Consulting.

    Read more
    View Profile
  • Rachith Academy Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Coimbatore, India

    Services provided

    40% Financial Advising & Planning
    40% Accounting
    20% Business Consulting

    Launched in 2018, Rachith Academy is a small Accounting company. Their team provides Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • Abtik Group of Companies Logotype

    Not yet reviewed

    $10,000+
    $50 - $99 / hr
    50 - 249
    Ahmedabad, India

    Services provided

    35% Financial Advising & Planning
    35% Business Consulting
    30% Funding & Investment

    Abtik Group of Companies is an Ahmedabad, India-based Business Consulting company. They offer Business Consulting and Financial Advising & Planning.

    Read more
    View Profile
  • Origin Corp Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Mumbai, India

    Services provided

    35% Financial Advising & Planning
    35% Real Estate Law
    30% Commercial Development

    Origin Corp is a Financial Advising & Planning company. They offer Financial Advising & Planning and Real Estate Law and were established in 2016. The firm is headquartered in Mumbai, India.

    Read more
    View Profile
  • Choice India Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    250 - 999
    Mumbai, India

    Services provided

    20% Financial Advising & Planning
    80% Commercial Financing

    Choice India is a Commercial Financing company. The Mumbai, India-based agency was launched in 2010. Their team focuses on Commercial Financing and Financial Advising & Planning.

    Read more
    View Profile
  • Innovativebiz Technology Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    10 - 49
    Bhopal, India

    Services provided

    20% Financial Advising & Planning
    50% Business Consulting
    20% Financial Consulting +1 service
    10% Marketing Strategy

    Innovativebiz Technology is a Business Consulting company. Founded in 2020, the team offers Business Consulting and Financial Advising & Planning. The firm is in Bhopal, India.

    Read more
    View Profile
  • Vedkee Associates Pvt Ltd Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Gurugram, India

    Services provided

    35% Financial Advising & Planning
    35% Business Consulting
    30% Tax Law

    Vedkee Associates Pvt Ltd is a Business Consulting company based in Gurugram, India. Their services include Business Consulting and Financial Advising & Planning.

    Read more
    View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches
tracking image

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

  • In-depth client interviews and ratings
  • Comprehensive project details
  • Market presence
  • Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Brego Business
2 ViTWO (6 Livo Technologies Pvt Ltd)
3 Celeste Business Advisors LLP
4 BBNC
5 MaxSource Private Limited
6 DNA GROWTH
7 R S N & Associates
8 USP House

List of the Top 8 India Strategic Financial Planners

  1. Brego Business Logotype

    Brego Business

    $1,000+
    $50 - $99 / hr
    50 - 249
    Mumbai, India

    Ability to deliver

    28.3/40.0
    16.2/20 Reviews
    6.7/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website
  2. ViTWO (6 Livo Technologies Pvt Ltd) Logotype

    ViTWO (6 Livo Technologies Pvt Ltd)

    Undisclosed
    Undisclosed
    50 - 249
    Kolkata, India

    Ability to deliver

    22.4/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  3. Celeste Business Advisors LLP Logotype

    Celeste Business Advisors LLP

    $1,000+
    $25 - $49 / hr
    2 - 9
    Mumbai, India

    Ability to deliver

    22.5/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    55% Financial Advising & Planning
    45% Other
    View Profile Visit Website
  4. BBNC Logotype

    BBNC

    $1,000+
    $25 - $49 / hr
    10 - 49
    Bengaluru, India

    Ability to deliver

    23.4/40.0
    15.8/20 Reviews
    3/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  5. MaxSource Private Limited Logotype

    MaxSource Private Limited

    Undisclosed
    < $25 / hr
    10 - 49
    Vadodara, India

    Ability to deliver

    23.2/40.0
    16.2/20 Reviews
    3/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  6. DNA GROWTH Logotype

    DNA GROWTH

    $1,000+
    $50 - $99 / hr
    50 - 249
    Sahibzada Ajit Singh Nagar, India

    Ability to deliver

    22.4/40.0
    15.8/20 Reviews
    0/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  7. R S N & Associates Logotype

    R S N & Associates

    $1,000+
    $300+ / hr
    2 - 9
    Chennai, India

    Ability to deliver

    20.7/40.0
    14.6/20 Reviews
    1.5/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website
  8. USP House Logotype

    USP House

    $1,000+
    $50 - $99 / hr
    10 - 49
    Noida, India

    Ability to deliver

    19.5/40.0
    11.4/20 Reviews
    4.1/10 Clients & Experience
    4/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website
  9. IRIS Business Services Ltd Logotype

    IRIS Business Services Ltd

    Undisclosed
    Undisclosed
    250 - 999
    Navi Mumbai, India

    Ability to deliver

    9.8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    7.7/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  10. Equirus Wealth Logotype

    Equirus Wealth

    $1,000+
    Undisclosed
    50 - 249
    Mumbai, India

    Ability to deliver

    9.5/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  11. Kreditwala Logotype

    Kreditwala

    $5,000+
    Undisclosed
    250 - 999
    Delhi, India

    Ability to deliver

    7/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    60% Other
    View Profile Visit Website
  12. Infiny Solutions Logotype

    Infiny Solutions

    Undisclosed
    Undisclosed
    50 - 249
    Agra, India

    Ability to deliver

    6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  13. CryptoBiz Exchange Logotype

    CryptoBiz Exchange

    Undisclosed
    $25 - $49 / hr
    50 - 249
    Pune, India

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  14. SK Finance Limited Logotype

    SK Finance Limited

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Jaipur, India

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  15. Findoc Logotype

    Findoc

    Undisclosed
    Undisclosed
    50 - 249
    Ludhiana, India

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  16. Knight Fintech Logotype

    Knight Fintech

    Undisclosed
    Undisclosed
    250 - 999
    Mumbai, India

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  17. Global FPO Logotype

    Global FPO

    Undisclosed
    < $25 / hr
    250 - 999
    Noida, India

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    70% Other
    View Profile Visit Website
  18. Treelife Logotype

    Treelife

    Undisclosed
    Undisclosed
    10 - 49
    Mumbai, India

    Ability to deliver

    8.3/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    70% Other
    View Profile Visit Website
  19. TrustPlutus Logotype

    TrustPlutus

    Undisclosed
    Undisclosed
    50 - 249
    Mumbai, India

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    70% Financial Advising & Planning
    30% Other
    View Profile Visit Website
  20. M1NXT Logotype

    M1NXT

    Undisclosed
    Undisclosed
    50 - 249
    Gandhinagar, India

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  21. IFFCO Kisan Finance Limited Logotype

    IFFCO Kisan Finance Limited

    Undisclosed
    Undisclosed
    50 - 249
    Gurugram, India

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  22. MNS Credit Management Group Private Ltd. Logotype

    MNS Credit Management Group Private Ltd.

    Undisclosed
    Undisclosed
    250 - 999
    New Delhi, India

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    70% Other
    View Profile Visit Website
  23. http://www.savengrow.com/ Logotype

    http://www.savengrow.com/

    Undisclosed
    Undisclosed
    10 - 49
    New Delhi, India

    Ability to deliver

    5.8/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website

Get personalized agency matches based on your project goals.