Top Strategic Financial Planning Firms in Bengaluru
27 Companies
List of the Top Bengaluru Strategic Financial Planners
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$1,000+$25 - $49 / hr10 - 49Bengaluru, India
Services provided
10% Financial Advising & Planning40% Accounting20% Tax Law +3 services10% Corporate Law10% Intellectual Property Law10% Labor & Employment LawSee all 9 projectsBBNC 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.
Reviews mention Efficient
BBNC has received positive feedback regarding their efficiency in service delivery. Clients highlighted that their project management style is 'simple, easy, and efficient,' with all assignments completed within 30 days. One client noted the 'uninterrupted service seamlessly' provided during the pandemic, emphasizing timely communication and prompt processing. Overall, the sentiment reflects a high level of satisfaction with BBNC's ability to meet deadlines and manage projects effectively.-
Taxation & Legal Services for Real Estate
5.0 May 12, 2021Within 30 days our entire assignments and targets were achieved. We are highly impressed with their smooth service. Simple, easy and efficient. Even during the ongoing pandemic, they provided uninterrupted service seamlessly.
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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.
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Financial services IT Services Human Resources Other Industry Real estate ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
Review Rating from Clients
4.8/5.0
Quality
4.8
Schedule
4.8
Cost
4.8
Willing to Refer
4.8
Reviewers from Bengaluru highlight BBNC's comprehensive financial and legal services, including bookkeeping, compliance, and consultancy. Their team’s prompt, efficient approach and ability to manage diverse, complex projects have resulted in high client satisfaction and reliable, timely delivery.Read Local ReviewsWas this helpful?
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$25,000+< $25 / hr1,000 - 9,999Bengaluru, India
Services provided
20% Financial Advising & Planning20% Accounting20% Finance & Accounting Outsourcing (FAO) +2 services20% Fractional CFO Services20% IT Managed ServicesEstablished 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.
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$1,000+Undisclosed10 - 49Bengaluru, India
Services provided
50% Financial Advising & Planning40% Financial Consulting10% Business ConsultingScaalex is a Financial Advising & Planning company. They are in Bengaluru, India and have small team. They specialize in Financial Advising & Planning and Financial Consulting.
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$1,000+$50 - $99 / hr50 - 249Bengaluru, India
Services provided
10% Financial Advising & Planning25% Fractional CFO Services20% Business Consulting +5 services10% Accounting10% BI & Big Data Consulting & SI10% Finance & Accounting Outsourcing (FAO)10% Financial Consulting5% Business Valuation ServicesSee all 4 projectsDNA 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.
Industry Experience
DNA GROWTH has received positive feedback across multiple industries, including Consulting, Financial Services, Business Services, and Wellness & Fitness. Clients praised their expertise in business improvement, financial modeling, and detailed business plans, noting strengths in communication, timely delivery, and high-quality work. Overall sentiment reflects strong satisfaction, particularly in Financial Services and Business Services, where they significantly impacted client operations and project success.
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Consulting Financial services Business services Wellness & FitnessWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive DNA GROWTH as offering good value for their pricing. Multiple reviews highlighted that their pricing fit within budgets and provided quality work at reasonable costs. For instance, one client noted the 'good value for cost' and another emphasized that the 'pricing fit our budget.' Overall sentiment reflects satisfaction with the balance of cost and quality, making them a competitive choice for various business needs.Was this helpful?
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See All Locations (6)Bengaluru, India
BHIVE Forum, GNS Towers, #18, 1st Floor, Dairy Circle Road, Adugodi, Koramangala
Bengaluru, India 5600291
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UndisclosedUndisclosed250 - 999Bengaluru, India
Services provided
20% Financial Advising & Planning20% Accounting20% Business Valuation Services +2 services20% Financial Consulting20% Funding & InvestmentFounded in 2020, Bizpole is an Accounting company. The midsize team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Bengaluru, India
Services provided
25% Financial Advising & Planning35% Business Consulting25% Business Valuation Services +1 service15% AccountingWMS MIDDLE EAST LLC is a Business Consulting company. Founded in 2009, the team specializes in Business Consulting and Financial Advising & Planning.
Read moreSee All Locations (4)Bengaluru, India
1,73/A,4th floor Begur Hobli Electronics City Phase 1
Bengaluru, India 56010016 - 20
+911204538184
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$5,000+< $25 / hr10 - 49Bengaluru, India
Services provided
30% Financial Advising & Planning30% Business Consulting20% Financial Consulting +2 services10% Accounting10% Business Valuation ServicesMCA Consulting is a Business Consulting company headquartered in Bengaluru, India. They specialize in Business Consulting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr10 - 49Bengaluru, India
Services provided
20% Financial Advising & Planning20% Accounting20% Business Consulting +2 services20% Compliance Consulting20% Finance & Accounting Outsourcing (FAO)Bion Advisors is a Business Consulting company. Based in Bengaluru, India, the firm was founded in 2019. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Bengaluru, India
Services provided
28% Financial Advising & Planning52% Accounting20% Back Office OutsourcingKnowvisory Global LLP is a small Accounting company launched in 2020. Their team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Bengaluru, India
Services provided
20% Financial Advising & Planning30% Accounting20% Business Consulting +3 services10% Corporate Law10% Finance & Accounting Outsourcing (FAO)10% Financial ConsultingSee all 1 projectsActax Corporate Strategies Private Limited offers services in Financial Advising and Planning, including accounting, statutory compliance, and tax assistance. The overall feedback highlights their professional handling, timely delivery, and deep knowledge of tax laws, contributing to increased business efficiency and minimized errors. Their pricing is also noted as a good value for cost.
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$1,000+< $25 / hr2 - 9Bengaluru, India
Services provided
20% Financial Advising & Planning50% Tax Law20% Accounting +1 service10% Finance & Accounting Outsourcing (FAO)Established in 2018, Shri Ram Advisors is a small Tax Law company based in Bengaluru, India and Attingal, India. Their team offers Tax Law and Accounting.
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$5,000+$25 - $49 / hr10 - 49Bengaluru, India
Services provided
20% Financial Advising & Planning20% Accounting20% Business Consulting +2 services20% Compliance Consulting20% Fractional CFO ServicesIn Bengaluru, India, Cladus Consultech LLP is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
20% Financial Advising & Planning20% Accounting20% Finance & Accounting Outsourcing (FAO) +2 services20% Fractional CFO Services20% Tax LawS G M P & Associates is a small Finance & Accounting Outsourcing (FAO) company launched in 2015. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed10 - 49Bengaluru, India
Services provided
10% Financial Advising & Planning50% Fractional CFO Services25% Finance & Accounting Outsourcing (FAO) +1 service15% Financial ConsultingSheshi AI is a Fractional CFO Services company. Their team is located in Bengaluru, India and provides Fractional CFO Services and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Bengaluru, India
Services provided
10% Financial Advising & Planning10% Conversion Optimization10% Finance & Accounting Outsourcing (FAO) +14 services10% HR Consulting8% Search Engine Optimization5% Content Marketing5% Digital Strategy5% E-Commerce Development5% IT Staff Augmentation5% Mobile & App Marketing5% Mobile App Development5% Pay Per Click5% Social Media Marketing5% Web Development3% IT Strategy Consulting2% Commercial Financing2% IT Managed ServicesYourKPO, a Conversion Optimization company, is in Bengaluru, India. The team specializes in Conversion Optimization and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Bengaluru, India
Services provided
15% Financial Advising & Planning55% Business Consulting15% Employer of Record (EOR) Services +1 service15% HR ConsultingBusiness Consulting company Thalaron Global is in Bengaluru, India. Founded in 2023, the team focuses on Business Consulting and Financial Advising & Planning.
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Undisclosed$100 - $149 / hr2 - 9Bengaluru, India
Services provided
15% Financial Advising & Planning20% Finance Law15% Accounting +4 services15% Financial Consulting15% Tax Law10% Business Valuation Services10% Funding & InvestmentTaxellence is a Finance Law company launched in 2018. The team specializes in Finance Law and Accounting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
Services provided
10% Financial Advising & Planning15% Finance & Accounting Outsourcing (FAO)15% Finance Law +5 services15% Funding & Investment15% Tax Law10% Accounting10% Banking Law10% Commercial FinancingSmall Finance & Accounting Outsourcing (FAO) company Daftary & Company, is based in Bengaluru, India. Their services include Finance & Accounting Outsourcing (FAO) and Finance Law.
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$1,000+$150 - $199 / hr2 - 9Bengaluru, India
Services provided
10% Financial Advising & Planning45% Fractional CFO Services25% Financial Consulting +2 services10% Business Valuation Services10% Funding & InvestmentSmartFin Consulting, a Fractional CFO Services company, was founded in 2023. Headquartered in Bengaluru, India, the team specializes in Fractional CFO Services and Financial Consulting.
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UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
40% Financial Advising & Planning20% Commercial Financing20% Funding & Investment +2 services10% Business Consulting10% Financial ConsultingFinvista is a Financial Advising & Planning company headquartered in Madhapur, India and Bengaluru, India. Their services include Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Bengaluru, India
211, 9th B Main Rd, HRBR Layout 1st Block, HRBR Layout, Kalyan Nagar
Bengaluru, India 5600432 - 5
+91.984.939.7042
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Undisclosed< $25 / hr2 - 9Bengaluru, India
Services provided
25% Financial Advising & Planning25% Business Consulting25% Financial Consulting +1 service25% Mobile App DevelopmentM/s Rohan kothali and company is an application development company. Launched in 2025, their team focuses on Mobile App Development and Business Consulting.
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$1,000+$25 - $49 / hrFreelancerBengaluru, India
Services provided
30% Financial Advising & Planning20% Accounting20% Bankruptcy Law +2 services20% Tax Law10% Business ConsultingNataraja Nanjundaiah & Co, a Financial Advising & Planning company, is in Bengaluru, India. Launched in 2021, the team focuses on Financial Advising & Planning and Accounting.
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$1,000+< $25 / hrFreelancerBengaluru, India
Services provided
25% Financial Advising & Planning25% Accounting25% Business Consulting +1 service25% Financial ConsultingVYGO ilabs is a small Business Consulting company headquartered in Bengaluru, India. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
15% Financial Advising & Planning25% IT Strategy Consulting20% Application Testing +2 services20% Blockchain20% IoT DevelopmentBlockExcel, a small IT strategy consulting company, is headquartered in Harrisonville, Missouri and Chicago, Illinois. Their services include IT strategy consulting and IoT development.
Read moreSee All Locations (3)Bengaluru, India
306, SM Silver Springs OMBR Layout,
Bengaluru, India 56004310 - 15
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$5,000+$100 - $149 / hr2 - 9Bengaluru, India
Services provided
20% Financial Advising & Planning30% Finance & Accounting Outsourcing (FAO)30% Tax Law +2 services10% Corporate Law10% Labor & Employment LawSimplify Associates LLP is a Finance & Accounting Outsourcing (FAO) company launched in 2020. The company provides Finance & Accounting Outsourcing (FAO) and Tax Law, and is small.
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UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
60% Financial Advising & Planning40% Funding & InvestmentEstablished in 2019, Astravise is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed50 - 249Bengaluru, India
Services provided
25% Financial Advising & Planning25% Accounting25% Commercial Financing +1 service25% Insurance Services & BrokersLaunched in 2009, Accelerated Growth is a Commercial Financing company. The midsize team offers Commercial Financing and Accounting.
Read moreSee All Locations (3)Bengaluru, India
74, MASS Complex, 3rd Floor 15th Cross Rd, 3rd Phase, JP Nagar
Bengaluru, India 560078+91 63513.02235
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top 1 Bengaluru Strategic Financial Planners
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$1,000+$25 - $49 / hr10 - 49Bengaluru, India
Ability to deliver
23.4/40.015.8/20 Reviews3/10 Clients & Experience4.6/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$25,000+< $25 / hr1,000 - 9,999Bengaluru, India
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$1,000+Undisclosed10 - 49Bengaluru, India
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr50 - 249Bengaluru, India
Ability to deliver
22.4/40.015.8/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed250 - 999Bengaluru, India
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed50 - 249Bengaluru, India
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$5,000+< $25 / hr10 - 49Bengaluru, India
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
Undisclosed$50 - $99 / hr10 - 49Bengaluru, India
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$1,000+< $25 / hr10 - 49Bengaluru, India
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
28% Financial Advising & Planning72% Other -
UndisclosedUndisclosed2 - 9Bengaluru, India
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$1,000+< $25 / hr2 - 9Bengaluru, India
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$5,000+$25 - $49 / hr10 - 49Bengaluru, India
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed10 - 49Bengaluru, India
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$1,000+Undisclosed10 - 49Bengaluru, India
Ability to deliver
5/40.00/20 Reviews0/10 Clients & Experience5/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+$25 - $49 / hr10 - 49Bengaluru, India
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed2 - 9Bengaluru, India
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other
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