Completed projects in 4 countries
4.8 out of 5.0 rating for cost
Professional
1 review mentions Financial Advising & Planning
3 Top-Reviewed Financial Planning Companies in or near Mumbai in 2024
We have more than 25 of the best Financial Planning companies in Mumbai with 15 reviews listed on Clutch. To help you find top Financial Planning agencies in Mumbai quickly, we've selected 3 of the top Financial Planning providers based on their ratings and reviews posted as recently as 4/11/23. We've also included a mix of smaller and larger firms so we cover a range of budgets.
To make it easier for you to compare, we’ve created a single paragraph that summarizes all 15 reviews for these 3 companies. We have also extracted keywords that echo the sentiment, experience, and even the expertise most reviewers talked about in their reviews of each Financial Planning company.
According to people just like you, Polestar Solutions & Services, Brego Business, and Celeste Business Advisors are all considered some of the top Financial Planning companies in and nearby Mumbai in 2024. Read on...
Polestar Solutions & Services
Mumbai Coworks 7th & 8th Floor, Times Square, Next to Sai Service, Western Express Highway, Andheri East
Mumbai, India
400093
About:
- Minimum Budget: $5,000.00
- Avg. Hourly Rate: $25 - $49
- Employees: 250 - 999
- Founded: 2012
- Quality Score: 4.7
- Schedule Score: 4.7
Services:
- Enterprise App Modernization
- AI Development
- BI
- Cloud Consulting
- ERP
- Business Consulting
Key Clients:
HCL Technologies, Havells, OYO, Orient Electric PayTM and 1 more, and Polestar Solutions & Services overall rating is 4.8 stars.
#1 - Polestar Solutions & ServicesLEARN MORE ABOUT POLESTAR SOLUTIONS & SERVICES...
Reviewers Frequently Mention:
Clutch Review Summary:
Polestar Solutions & Services has been consistently praised for their project management style and responsive communication, leading to effective collaboration and strong working relationships with their clients. Clients have noted the team's technical expertise and efficiency in delivering services, with Polestar often exceeding expectations in terms of support and resource availability. Their knowledge and expertise in technical fields, combined with their transparent and clear communication approach, have resulted in positive outcomes and high client satisfaction.
Company Description:
Founded in 2012, and stating they have between 250 - 999 employees, Polestar Solutions & Services is located at Mumbai Coworks 7th & 8th Floor, Times Square, Next to Sai Service, Western Express Highway, Andheri East, Mumbai 400093. They offer services for multiple industries including Automotive, Consumer products & services, Manufacturing and more. Polestar Solutions & Services offers expertise in Robotics, Marketing analytics, Tableau and other Financial Planning capabilities. Their minimum project size is $5,000.00 and an hourly rate between $25 - $49, while maintaining an overall 4.8 star rating.
Brego Business
Office No. 06, 1st Floor, 11/12, Raghuvanshi Mansion, Senapati Bapat Marg, Raghuvanshi Mill Compound, Lower Parel, Mumbai- 400013
Mumbai, India
400014
About:
- Minimum Budget: $1,000.00
- Avg. Hourly Rate: $50 - $99
- Employees: 50 - 249
- Founded: 2013
- Quality Score: 4.5
- Schedule Score: 5
Services:
- Advertising
- Content Marketing
- Finance & Accounting Outsourcing
- Marketing Strategy
- PPC
- Social Media Marketing
Key Clients:
Chirping Mantis, Ahura Travels, Arpita Mehta, Desi Hangover Essajees Atelier and 4 more, and Brego Business overall rating is 5 stars.
#2 - Brego BusinessLEARN MORE ABOUT BREGO BUSINESS...
Reviewers Frequently Mention:
Clutch Review Summary:
Savage & Palmer provided cost-friendly billing and effective cost structure. They successfully managed social media campaigns with good reach and high engagement. Additionally, their bookkeeping and SEO campaign efforts were accurate and supportive, helping the company make better decisions.
Company Description:
Founded in 2013, and stating they have between 50 - 249 employees, Brego Business is located at Office No. 06, 1st Floor, 11/12, Raghuvanshi Mansion, Senapati Bapat Marg, Raghuvanshi Mill Compound, Lower Parel, Mumbai- 400013, Mumbai 400014. They offer services for multiple industries including Consumer products & services, eCommerce, Education and more. Brego Business offers expertise in Retirement Planning, YouTube Advertising, YouTube Influencer Marketing and other Financial Planning capabilities. Their minimum project size is $1,000.00 and an hourly rate between $50 - $99, while maintaining an overall 5 star rating.
Celeste Business Advisors
1A 1105, HDIL Dreams Complex, LBS Marg, Bhandup West, Mumbai
Mumbai, India
400078
About:
- Minimum Budget: N/A
- Avg. Hourly Rate: < $25
- Employees: 2 - 9
- Founded: 2021
- Quality Score: 5
- Schedule Score: 5
Services:
- Accounting
- Finance & Accounting Outsourcing
- Business Consulting
- Financial Consulting
Key Clients:
CMOx, and Celeste Business Advisors overall rating is 5 stars.
#3 - Celeste Business AdvisorsLEARN MORE ABOUT CELESTE BUSINESS ADVISORS...
Reviewers Frequently Mention:
Clutch Review Summary:
Celeste Business Advisors delivered the financial flight plan on time and within budget. The team was intelligent, responsive, and patient, demonstrating a good understanding of the client's needs and ensuring the project's success.
Company Description:
Founded in 2021, and stating they have between 2 - 9 employees, Celeste Business Advisors is located at 1A 1105, HDIL Dreams Complex, LBS Marg, Bhandup West, Mumbai , Mumbai 400078. They offer services for multiple industries including Advertising & marketing, Business services, Consumer products & services and more. Celeste Business Advisors offers expertise in eCommerce Consulting, Bookkeeping, Change Management Consulting and other Financial Planning capabilities, while maintaining an overall 5 star rating.