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Home Wealth & Asset Management India

Top Asset Management Companies in India

Ratings Updated: April 1, 2026
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5 Leaders 15 Contenders

63 Companies

Country: India

List of the Top India Wealth and Asset Management Companies

  • 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
    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

    Focus Areas

    40% Wealth & Asset Management
    45% Stocks Portfolio Management
    15% Actuarial Services

    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.

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    Reviews mention Professional

    Clients consistently highlight MaxSource Private Limited's professionalism, particularly noting Diga's responsiveness and accuracy in project execution. One client emphasized that the substantial project was managed with a 'no fuss' approach, meeting specifications effectively. Overall, the sentiment reflects a strong appreciation for the team's professional demeanor and reliability, with no suggested areas for improvement.
    • Website Development for Business Consulting Firm
      5.0 Nov 28, 2022

      Diga is always professional and responsive. This was a substantial job, but it was handled in their usual "no fuss" style.

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    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.

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    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.
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  • 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
    15% Finance & Accounting Outsourcing (FAO)
    15% Marketing Strategy
    15% Social Media Marketing
    10% Pay Per Click

    Focus Areas

    45% Wealth & Asset Management
    45% Debt Consulting
    10% Retirement Planning

    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.

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    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.

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    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.

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    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.
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  • 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

    Focus Areas

    50% Wealth & Asset Management
    50% Debt Consulting

    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.

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    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.

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    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.
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  • 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
    10% Corporate Law
    10% Intellectual Property Law
    10% Labor & Employment Law

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

    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.

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    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.

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    • 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.

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    • 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.

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    • 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.

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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 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.
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  • 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
    15% Marketing Strategy
    10% Digital Strategy
    10% Financial Consulting
    10% Funding & Investment
    5% IT Strategy Consulting

    Focus Areas

    35% Wealth & Asset Management
    35% Debt Consulting
    30% Mortgage & Loan Brokerage

    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.

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    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.

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    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.
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  • 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

    Focus Areas

    50% Wealth & Asset Management
    30% Stocks Portfolio Management
    20% Retirement Planning

    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.

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  • IRIS Business Services Ltd Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Navi Mumbai, India

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    10% Securities Brokerage

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

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  • TrustPlutus Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Mumbai, India

    Services provided

    70% Financial Advising & Planning
    30% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

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

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  • 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

    Focus Areas

    20% Wealth & Asset Management
    20% Mortgage & Loan Brokerage
    15% Actuarial Services +3
    15% Debt Consulting
    15% Securities Brokerage
    15% Stocks Portfolio Management

    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.

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  • Oxyzo Financial Services Logotype

    Not yet reviewed

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

    Services provided

    10% Financial Advising & Planning
    90% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

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

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  • Wealth Note Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Pune, India

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    50% Wealth & Asset Management
    50% Stocks Portfolio Management

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

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  • Botmatic Solutions Pvt.Ltd Logotype

    5.0 1 review
    Undisclosed
    < $25 / hr
    50 - 249
    Pune, India

    Services provided

    40% Financial Advising & Planning
    20% Accounting
    15% Commercial Financing +2
    15% Funding & Investment
    10% Corporate Training & Coaching

    Focus Areas

    50% Wealth & Asset Management
    50% Debt Consulting

    VYAY the expense management system, a thoughtfully crafted problem solving product, for mid scale and large organizations, helps you simplify,standardize and automate the entire expenses management

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  • 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

    Focus Areas

    90% Wealth & Asset Management
    10% Mortgage & Loan Brokerage

    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.

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  • 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
    10% Call Center Services
    10% Finance Law

    Focus Areas

    15% Wealth & Asset Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services

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

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  • http://www.savengrow.com/ Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New Delhi, India

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    20% Wealth & Asset Management
    55% Retirement Planning
    15% Mortgage & Loan Brokerage +1
    10% Stocks Portfolio Management

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

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  • Qualicentric Logotype

    Not yet reviewed

    Undisclosed
    < $25 / hr
    10 - 49
    New Delhi, India

    Services provided

    30% Financial Advising & Planning
    30% Accounting
    15% Email Marketing +2
    15% Search Engine Optimization
    10% Web Development

    Focus Areas

    50% Wealth & Asset Management
    50% Mortgage & Loan Brokerage

    Qualicentric is an Accounting company. Their team is in New Delhi, India and specializes in Accounting and Financial Advising & Planning.

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  • AS Portfolio Management Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Hyderabad, India

    Services provided

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

    Focus Areas

    50% Wealth & Asset Management
    50% Actuarial Services

    AS Portfolio Management Services is a Financial Advising & Planning company. In Hyderabad, India, their team provides Financial Advising & Planning and Financial Consulting.

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  • Business consulting firms Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Gurugram, India

    Services provided

    10% Financial Advising & Planning
    15% HR Consulting
    15% Staffing +6
    10% Business Consulting
    10% Business Valuation Services
    10% Demand Generation Marketing
    10% IT Strategy Consulting
    10% Marketing Strategy
    10% Search Engine Optimization

    Focus Areas

    100% Wealth & Asset Management

    Staffing company Business consulting firms is headquartered in Gurugram, India. Their services include Staffing and HR Consulting.

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  • 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
    10% Financial Consulting
    10% Funding & Investment

    Focus Areas

    20% Wealth & Asset Management
    40% Retirement Planning
    20% Mortgage & Loan Brokerage +2
    10% Actuarial Services
    10% Debt Consulting

    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.

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  • Shunyatax Global Logotype

    Not yet reviewed

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

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Business Valuation Services +1
    25% Financial Consulting

    Focus Areas

    60% Wealth & Asset Management
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

    Shunyatax Global is an Accounting company. They were launched in 2023 and offer Accounting and Financial Advising & Planning.

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  • Fintaco Consultants Private Limited Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    10 - 49
    Panchkula, India

    Services provided

    30% Financial Advising & Planning
    35% Accounting
    20% Financial Consulting +1
    15% Commercial Financing

    Focus Areas

    90% Wealth & Asset Management
    10% Stocks Portfolio Management

    Fintaco Consultants Private Limited is an Accounting company. The agency is based in Panchkula, India. Their team focuses on Accounting and Financial Advising & Planning.

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  • Accorp Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Delhi, India

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

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

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  • D D Agrawal & Co. Logotype

    Not yet reviewed

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

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    15% Corporate Law +5
    10% Tax Law
    5% Intellectual Property Law
    5% Internet & Technology Law
    3% Finance Law
    2% Immigration Law

    Focus Areas

    40% Wealth & Asset Management
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +1
    20% Retirement Planning

    Founded in 2012, D D Agrawal & Co., a midsize Accounting company, is in New Delhi, India. Their team provides Accounting and Financial Advising & Planning.

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  • 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

    Focus Areas

    15% Wealth & Asset Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services

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

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  • 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
    25% Recruiting

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Securities Brokerage
    10% Stocks Portfolio Management

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

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  • AMPUESTO CONSULTANCY PRIVATE LIMITED Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Noida, India

    Services provided

    10% Financial Advising & Planning
    40% Finance & Accounting Outsourcing (FAO)
    20% Accounting +3
    10% Business Consulting
    10% Insurance Services & Brokers
    10% Tax Law

    Focus Areas

    80% Wealth & Asset Management
    20% Retirement Planning

    Located in Noida, India, AMPUESTO CONSULTANCY PRIVATE LIMITED is a Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.

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  • CONFIANCE BIZSOL PRIVATE LIMITED Logotype

    Not yet reviewed

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

    Services provided

    15% Financial Advising & Planning
    30% Accounting
    20% Back Office Outsourcing +2
    20% Finance & Accounting Outsourcing (FAO)
    15% Tax Law

    Focus Areas

    20% Wealth & Asset Management
    30% Actuarial Services
    20% Debt Consulting +2
    20% Retirement Planning
    10% Mortgage & Loan Brokerage

    CONFIANCE BIZSOL PRIVATE LIMITED is an Accounting company located in Laguna Beach, California and Miami, Florida. Established in 2017, the team offers Accounting and Back Office Outsourcing.

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    Ahmedabad, India

    502, Broadway Business Center, Above Domino’s Pizza, Law Garden cross roads
    Ahmedabad, India 380009

    401 - 500

    079-6666 0384

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  • S4 Consultants Logotype

    Not yet reviewed

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

    Services provided

    20% Financial Advising & Planning
    20% Architectural Design
    20% Back Office Outsourcing +2
    20% Branding
    20% Commercial Development

    Focus Areas

    100% Wealth & Asset Management

    S4 Consultants is a branding agency. The Kolkata, India-based firm was established in 2010. Their services include Branding and Architectural Design.

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  • S G M P & Associates Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Bengaluru, India

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2
    20% Fractional CFO Services
    20% Tax Law

    Focus Areas

    50% Wealth & Asset Management
    25% Retirement Planning
    25% Stocks Portfolio Management

    S 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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  • PKC Management Consulting Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    50 - 249
    Chennai, India

    Services provided

    10% Financial Advising & Planning
    20% Business Consulting
    20% Tax Law +6
    15% Document Digitization & Management
    10% Corporate Law
    10% Finance Law
    5% Accounting
    5% Commercial Financing
    5% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    10% Securities Brokerage

    Business Consulting company PKC Management Consulting was established in 1988. The team offers Business Consulting and Tax Law and is in Chennai, India and Vijayawada, India.

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  • Rachith Academy Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Coimbatore, India

    Services provided

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

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    10% Securities Brokerage

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

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  • 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

    Focus Areas

    15% Wealth & Asset Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services

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

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  • Wealthsane Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Thane, India

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Financial Consulting +2
    20% Insurance Services & Brokers
    20% Tax Law

    Focus Areas

    55% Wealth & Asset Management
    45% Retirement Planning

    Accounting company Wealthsane was founded in 2017. The firm provides Accounting and Financial Advising & Planning, and is small.

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  • NetworkLeaf Logotype

    Not yet reviewed

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

    Services provided

    10% Financial Advising & Planning
    50% Accounting
    40% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    80% Wealth & Asset Management
    10% Debt Consulting
    10% Retirement Planning

    NetworkLeaf, an Accounting company, is located in Ahmedabad, India. The team provides Accounting and Finance & Accounting Outsourcing (FAO).

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  • Guardian Capital Investment Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Hyderabad, India

    Services provided

    60% Financial Advising & Planning
    20% Accounting
    10% Business Consulting +1
    10% Financial Consulting

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Financial Advising & Planning company Guardian Capital Investment Advisors was founded in 2016. The firm focuses on Financial Advising & Planning and Accounting, and is small.

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  • Actax Corporate Strategies Private Limited Logotype

    4.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Bengaluru, India

    Services provided

    20% Financial Advising & Planning
    30% Accounting
    20% Business Consulting +3
    10% Corporate Law
    10% Finance & Accounting Outsourcing (FAO)
    10% Financial Consulting

    Focus Areas

    40% Wealth & Asset Management
    40% Debt Consulting
    10% Actuarial Services +1
    10% Retirement Planning

    Actax 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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  • BeeBee Advisory Logotype

    Not yet reviewed

    $10,000+
    < $25 / hr
    10 - 49
    New Delhi, India

    Services provided

    30% Financial Advising & Planning
    70% Accounting

    Focus Areas

    10% Wealth & Asset Management
    25% Securities Brokerage
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services
    10% Retirement Planning

    BeeBee Advisory is an Accounting company. The small New Delhi, India-based team focuses on Accounting and Financial Advising & Planning. The agency was established in 2016.

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  • MPVD & Associates Logotype

    Not yet reviewed

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

    Services provided

    15% Financial Advising & Planning
    50% Accounting
    20% Corporate Law +1
    15% Financial Consulting

    Focus Areas

    35% Wealth & Asset Management
    35% Debt Consulting
    10% Actuarial Services +2
    10% Retirement Planning
    10% Stocks Portfolio Management

    Founded in 2014, MPVD & Associates is an Accounting company. Their team specializes in Accounting and Corporate Law.

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  • Simplify Associates LLP Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    2 - 9
    Bengaluru, India

    Services provided

    20% Financial Advising & Planning
    30% Finance & Accounting Outsourcing (FAO)
    30% Tax Law +2
    10% Corporate Law
    10% Labor & Employment Law

    Focus Areas

    100% Wealth & Asset Management

    Simplify 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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  • jk securities Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Anand, India

    Services provided

    30% Financial Advising & Planning
    40% Commercial Financing
    30% Insurance Services & Brokers

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    10% Securities Brokerage

    Founded in 1995, jk securities is a Commercial Financing company. Based in Anand, India and Anand, India, the team offers Commercial Financing and Financial Advising & Planning.

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  • Prosporaisers FinServ Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Hyderabad, India

    Services provided

    40% Financial Advising & Planning
    40% Accounting
    10% Business Consulting +1
    10% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Established in 2020, Prosporaisers FinServ is an Accounting company. The company offers Accounting and Financial Advising & Planning, and is small.

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  • Vteam Logotype

    Not yet reviewed

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

    Services provided

    20% Financial Advising & Planning
    30% Accounting
    30% Finance & Accounting Outsourcing (FAO) +1
    20% Commercial Financing

    Focus Areas

    15% Wealth & Asset Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services

    Established in 2023, Vteam, a small Finance & Accounting Outsourcing (FAO) company, is in Ahmedabad, India. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.

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  • Six Sense Logotype

    Not yet reviewed

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

    Services provided

    25% Financial Advising & Planning
    30% Commercial Financing
    25% Finance & Accounting Outsourcing (FAO) +1
    20% Accounting

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    10% Securities Brokerage

    Six Sense is a Commercial Financing company. The small Ahmedabad, India-based team provides Commercial Financing and Finance & Accounting Outsourcing (FAO). The firm was launched in 2015.

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  • NGO Pilot Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Delhi, India

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2
    20% Financial Consulting
    20% Fractional CFO Services

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Mortgage & Loan Brokerage +2
    20% Retirement Planning
    20% Stocks Portfolio Management

    NGO Pilot is a Business Consulting company. Their small team is in Delhi, India and provides Business Consulting and Accounting. The company was established in 2013.

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  • FinGuru Services India Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Ahmedabad, India

    Services provided

    10% Financial Advising & Planning
    25% Business Consulting
    20% Financial Consulting +4
    15% Finance & Accounting Outsourcing (FAO)
    10% Accounting
    10% Back Office Outsourcing
    10% Fractional CFO Services

    Focus Areas

    30% Wealth & Asset Management
    25% Securities Brokerage
    25% Stocks Portfolio Management +2
    15% Debt Consulting
    5% Mortgage & Loan Brokerage

    FinGuru Services India, a Business Consulting company, is headquartered in Ahmedabad, India and Ahmedabad, India. Their services include Business Consulting and Financial Consulting.

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  • First Choice Finance Consultants Logotype

    Not yet reviewed

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

    Services provided

    10% Financial Advising & Planning
    15% Finance & Accounting Outsourcing (FAO)
    10% Accounting +14
    10% Back Office Outsourcing
    10% HR Consulting
    5% Business Consulting
    5% Call Center Services
    5% Customer Service Outsourcing
    5% Document Digitization & Management
    5% Sales Outsourcing
    5% Transcription
    5% Translation
    2% Application Management & Support
    2% Commercial Financing
    2% Corporate Training & Coaching
    2% Custom Software Development
    2% Finance Law

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

    First Choice Finance Consultants is a Finance & Accounting Outsourcing (FAO) company founded in 2006. The small team offers Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.

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  • Taxtrix Logotype

    5.0 1 review
    $5,000+
    $25 - $49 / hr
    2 - 9
    New Delhi, India

    Services provided

    15% Financial Advising & Planning
    30% Accounting
    20% Commercial Financing +4
    10% Compliance Consulting
    10% Financial Consulting
    10% Funding & Investment
    5% Business Consulting

    Focus Areas

    15% Wealth & Asset Management
    35% Retirement Planning
    20% Actuarial Services +2
    20% Debt Consulting
    10% Mortgage & Loan Brokerage

    Taxtrix provides strategic planning, growth strategy, and human resource management services. Reviews highlight their impressive, timely delivery and effective communication, resulting in significant revenue growth. Clients appreciate their excellent culture fit and value for cost, noting the ease of their online processes.

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  • Analytix Solution Logotype

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    250 - 999
    Ahmedabad, India

    Services provided

    10% Financial Advising & Planning
    30% Finance & Accounting Outsourcing (FAO)
    10% AR/VR Development +6
    10% Back Office Outsourcing
    10% Custom Software Development
    10% Low/No Code Development
    10% Web Development
    5% Business Consulting
    5% Document Digitization & Management

    Focus Areas

    45% Wealth & Asset Management
    30% Actuarial Services
    25% Debt Consulting

    Finance & Accounting Outsourcing (FAO) company Analytix Solution was established in 2005. The team focuses on Finance & Accounting Outsourcing (FAO) and Custom Software Development.

    Read more

    Ahmedabad, India

    A-Block, 2nd Floor, Sun WestBank, Opp. City Gold Cinema, Ashram Road, Ahmedabad, Gujarat
    Ahmedabad, India 380015

    751 - 1000

    +91 79 2656 0949

    See All Locations (2)
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  • Daftary & Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Bengaluru, India

    Services provided

    10% Financial Advising & Planning
    15% Finance & Accounting Outsourcing (FAO)
    15% Finance Law +5
    15% Funding & Investment
    15% Tax Law
    10% Accounting
    10% Banking Law
    10% Commercial Financing

    Focus Areas

    35% Wealth & Asset Management
    40% Mortgage & Loan Brokerage
    15% Debt Consulting +2
    5% Actuarial Services
    5% Retirement Planning

    Small 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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  • YourKPO Logotype

    Not yet reviewed

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

    Services provided

    10% Financial Advising & Planning
    10% Conversion Optimization
    10% Finance & Accounting Outsourcing (FAO) +14
    10% HR Consulting
    8% Search Engine Optimization
    5% Content Marketing
    5% Digital Strategy
    5% E-Commerce Development
    5% IT Staff Augmentation
    5% Mobile & App Marketing
    5% Mobile App Development
    5% Pay Per Click
    5% Social Media Marketing
    5% Web Development
    3% IT Strategy Consulting
    2% Commercial Financing
    2% IT Managed Services

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

    YourKPO, a Conversion Optimization company, is in Bengaluru, India. The team specializes in Conversion Optimization and Finance & Accounting Outsourcing (FAO).

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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 MaxSource Private Limited
4 BBNC
5 USP House

List of the Top 5 India Wealth and Asset Management Companies

  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
    45% Wealth & Asset Management
    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% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  3. 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
    40% Wealth & Asset Management
    90% 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
    20% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  5. 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
    35% Wealth & Asset Management
    85% Other
    View Profile Visit Website
  6. 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% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  7. 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
    15% Wealth & Asset Management
    View Profile Visit Website
  8. 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
    100% Wealth & Asset Management
    30% Other
    View Profile Visit Website
  9. 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
    20% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  10. Oxyzo Financial Services Logotype

    Oxyzo Financial Services

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

    Ability to deliver

    8.4/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    100% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  11. Wealth Note Logotype

    Wealth Note

    Undisclosed
    Undisclosed
    10 - 49
    Pune, 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% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  12. Botmatic Solutions Pvt.Ltd Logotype

    Botmatic Solutions Pvt.Ltd

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

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    50% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  13. Keastox Best Stock Broker in Ahmedabad Logotype

    Keastox Best Stock Broker in Ahmedabad

    Undisclosed
    Undisclosed
    2 - 9
    Ahmedabad, India

    Ability to deliver

    5.4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    90% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  14. 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
    15% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  15. 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
    20% Wealth & Asset Management
    View Profile Visit Website
  16. Qualicentric Logotype

    Qualicentric

    Undisclosed
    < $25 / hr
    10 - 49
    New Delhi, India

    Ability to deliver

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

    Service focus

    30% Financial Advising & Planning
    50% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  17. AS Portfolio Management Services Logotype

    AS Portfolio Management Services

    Undisclosed
    Undisclosed
    10 - 49
    Hyderabad, India

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    50% Wealth & Asset Management
    65% Other
    View Profile Visit Website
  18. Business consulting firms Logotype

    Business consulting firms

    Undisclosed
    Undisclosed
    50 - 249
    Gurugram, India

    Ability to deliver

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

    Service focus

    10% Financial Advising & Planning
    100% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  19. 3k investment partners llp Logotype

    3k investment partners llp

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

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    20% Wealth & Asset Management
    65% Other
    View Profile Visit Website
  20. Shunyatax Global Logotype

    Shunyatax Global

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

    Ability to deliver

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

    Service focus

    25% Financial Advising & Planning
    60% Wealth & Asset Management
    75% Other
    View Profile Visit Website

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