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48 Firms
Country: India

List of the Top India Wealth and Asset Management Companies

  • Polestar Solutions & Services

    Polestar Solutions & Services

    Leading Data Intelligence Service Providers

    $5,000+
    $25 - $49 / hr
    250 - 999
    Noida, India
    Service Focus
    Financial Advising & Planning

    "In case of any query the Polestar team used to immediately ping my team and query used to be resolved very fast."

    • Head-IT, J L Morison (India) Ltd
  • Brego Business

    Brego Business

    Best Outsourced Accounting Agency in Mumbai

    $1,000+
    $50 - $99 / hr
    50 - 249
    Mumbai, India
    Service Focus
    Financial Advising & Planning

    "The project management style is very special"

    • CEO, Chirping Mantis
  • BBNC

    BBNC

    Accounting, Taxation, Legal & Compliance Services

    $1,000+
    $25 - $49 / hr
    10 - 49
    Bengaluru, India
    Service Focus
    Financial Advising & Planning

    "The billing structure was very fair and transparent."

    • Client, Accounting Services
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  • USP House

    USP House

    We believe in Unity

    $1,000+
    $50 - $99 / hr
    2 - 9
    Noida, India
    Service Focus
    Financial Advising & Planning

    "Their culture is unique and so is their approach."

    • Founding Partner, Accountancy Firm
  • Equirus Wealth

    Equirus Wealth

    Complete Wealth Solutions

    $1,000+
    Undisclosed
    50 - 249
    Mumbai, India
    Service Focus
    Financial Advising & Planning

    Equirus Wealth offers complete financial planning and investment management solutions to individuals, families, and businesses, focused on achieving their goals.

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  • ViTWO (6 Livo Technologies Pvt Ltd)

    ViTWO (6 Livo Technologies Pvt Ltd)

    Reshaping The Future of Finance

    Undisclosed
    Undisclosed
    50 - 249
    Kolkata, India
    Service Focus
    Financial Advising & Planning

    ViTWO is a leading virtual CFO Service provider based out of India offering a unique and integrated Financial Management Solution for Businesses. The financial complexities faced by small-scale and…

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  • IRIS Business Services Ltd

    IRIS Business Services Ltd

    Building Transparency Driving Growth

    Undisclosed
    Undisclosed
    250 - 999
    Navi Mumbai, India
    Service Focus
    Financial Advising & Planning

    IRIS Business Services Limited is one of the first providers of full professional XBRL products and solutions to organizations globally. The company is headquartered in Mumbai, India with…

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  • TrustPlutus

    TrustPlutus

    Turn a Investment Into Wealth

    Undisclosed
    Undisclosed
    50 - 249
    Mumbai, India
    Service Focus
    Financial Advising & Planning

    It will be our pleasure to speak with you about your wealth management objectives and goals
    Give us a call at: 022 6274 6000
    Send us an email: info@trustplutus.com
    TrustPlutus is an independent…

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  • $1,000+
    Undisclosed
    250 - 999
    Gurugram, India
    Service Focus
    Financial Advising & Planning

    Oxyzo Financial Services is a leading provider of working capital finance for SMEs in India. Our mission is to empower small and medium-sized businesses with the financial resources they…

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  • Botmatic Solutions Pvt.Ltd

    Botmatic Solutions Pvt.Ltd

    Simplify, Standardize and automate.

    Undisclosed
    < $25 / hr
    50 - 249
    Pune, India
    Service Focus
    Financial Advising & Planning

    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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  • Wealth Note

    Wealth Note

    Share Market Classes in Pune

    Undisclosed
    Undisclosed
    10 - 49
    Pune, India
    Service Focus
    Financial Advising & Planning

    Wealth Note is one of the leading Share Market Classes in Pune available in online and Offline. Become an expert in technical and fundamental analysis in stock market training in pune. All our stock…

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  • Undisclosed
    Undisclosed
    2 - 9
    Ahmedabad, India
    Service Focus
    Financial Advising & Planning

    Keastox is a leading stock advisory and brokerage firm in India. Keatox provides complete and best stock advice to clients. Keastox believes in clients' best interests and their growth is always our…

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  • MNS Credit Management Group Private Ltd.

    MNS Credit Management Group Private Ltd.

    Credit Solutions Beyond Expectations

    Undisclosed
    Undisclosed
    250 - 999
    New Delhi, India
    Service Focus
    Financial Advising & Planning

    MNS Credit Management Group, serving clients for over two decades, is one of the most professional and organized company in the field of domestic and international debt collection, business…

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  • http://www.savengrow.com/

    http://www.savengrow.com/

    Financial Service Provider N Investment Solution

    Undisclosed
    Undisclosed
    10 - 49
    New Delhi, India
    Service Focus
    Financial Advising & Planning

    Save N Grow is promoted by Sanjiv Kumar Garg who is a leading financial service provider in Delhi. We offer financial planning, asset allocation, and investment monitoring at your doorstep.
     …

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  • Qualicentric

    Qualicentric

    Making financial problems meet financial success

    Undisclosed
    < $25 / hr
    10 - 49
    New Delhi, India
    Service Focus
    Financial Advising & Planning

    Qualicentric is one of the leading Financial Service providers based out of India to provide the best financial services solution to all your financial problems. Our solutions range from Bookkeeping…

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  • Smart Accountants

    Smart Accountants

    One Team One Mind One Vision

    Undisclosed
    Undisclosed
    50 - 249
    Ahmedabad, India
    Service Focus
    Financial Advising & Planning

    Smart Accountants, a small leading US CPA firm with offices in India and the USA, provides impeccable service to B2C and B2B clients by addressing their audit, tax, accounting, advisory, and…

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  • 3k investment partners llp

    3k investment partners llp

    Gateway to the Financial Market

    $1,000+
    $25 - $49 / hr
    50 - 249
    New Delhi, India
    Service Focus
    Financial Advising & Planning

    As a passionate and seasoned Financial Advisor, we are dedicated to helping individuals and families achieve their financial goals and secure their future. With 8 years of experience in the financial…

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  • Accorp Partners

    Accorp Partners

    Accounting and Advisory services

    Undisclosed
    Undisclosed
    10 - 49
    Delhi, India
    Service Focus
    Financial Advising & Planning

    Accorp Partners is a professional company of Chartered Accountants(CA) and Certified Public Accountants (CPAs). The company currently has a team of 55 distinguished professionals viz. Chartered…

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  • D D Agrawal & Co.

    D D Agrawal & Co.

    Managing Global Businesses Remotely | Since 2012

    $1,000+
    < $25 / hr
    50 - 249
    New Delhi, India
    Service Focus
    Financial Advising & Planning

    D D Agrawal & Co (DDA) is a leading Chartered Accountant firm headquartered in New Delhi, India and having branches in Maharashtra, Uttar Pradesh and Haryana, having collected more than 100…

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  • Shreshtha Business Solutions

    Shreshtha Business Solutions

    Shreshtha Business Solutions

    $10,000+
    $100 - $149 / hr
    50 - 249
    Chennai, India
    Service Focus
    Financial Advising & Planning

    SBS is a highly regarded provider of payroll services, small, medium, and large organizations all over the world adore it. We have assisted numerous firms in India and overseas in automating their…

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  • Axlerate Futuretech Pvt Ltd

    Axlerate Futuretech Pvt Ltd

    One stop Solutions for Fintech Logistics Ecosystem

    $5,000+
    $50 - $99 / hr
    10 - 49
    Chennai, India
    Service Focus
    Financial Advising & Planning

    Axlerate is unified fleet and fuel expense management fintech platform for Logistics. Our products include AxleTag, AxleCards, AxleDrive and AxlePay. We specialise in FASTags, fuel and fleet expense…

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  • AMPUESTO CONSULTANCY PRIVATE LIMITED

    AMPUESTO CONSULTANCY PRIVATE LIMITED

    VIRTUAL CFO || TAX CONSULTANT

    Undisclosed
    Undisclosed
    2 - 9
    Noida, India
    Service Focus
    Financial Advising & Planning

    One stop solution for Start-ups, GST and Income Tax Consultant, Virtual CFO,  Portfolio Management Service Provider

  • CONFIANCE BIZSOL PRIVATE LIMITED

    CONFIANCE BIZSOL PRIVATE LIMITED

    Delivering Trusted Solutions

    $1,000+
    $25 - $49 / hr
    250 - 999
    Ahmedabad, India
    Service Focus
    Financial Advising & Planning

    Our primary aim is to help and relieve you of these business demands by providing professional and efficient services at extremely competitive rates without compromising on the quality of services.…

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  • PKC Management Consulting

    PKC Management Consulting

    Your Success is our Business

    $1,000+
    < $25 / hr
    50 - 249
    Chennai, India
    Service Focus
    Financial Advising & Planning

    PKC Performance Partners is a distinctive business and financial advisory firm, with experienced advisors providing process consulting & automation, audit & assurance and taxation. Over the…

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  • Rachith Academy

    Rachith Academy

    Best Coaching Institute in Coimbatore

    Undisclosed
    Undisclosed
    10 - 49
    Coimbatore, India
    Service Focus
    Financial Advising & Planning

    Rachith Academy - a Leading and a Professional CA Coaching & CMA Coaching Institution in Coimbatore, A stepping stone to the success of aspirant students has been Rachith Academy, formed with the…

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  • Vedkee Associates Pvt Ltd

    Vedkee Associates Pvt Ltd

    Best GST/Firms Registration Consultants in Gurgaon

    $1,000+
    $25 - $49 / hr
    10 - 49
    Gurugram, India
    Service Focus
    Financial Advising & Planning

    Vedkee Associates provide personalized business solutions to all its clients and cater to all of their business needs. We provide expert advisory services starting from incorporation, licensing, all…

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  • Guardian Capital Investment Advisors

    Guardian Capital Investment Advisors

    WE TAKE CARE OF ANTHING & EVERYTHING

    Undisclosed
    Undisclosed
    10 - 49
    Hyderabad, India
    Service Focus
    Financial Advising & Planning

    Investment advisory firm that takes care of all of your financial needs. We are a part of Guardian Group, which has three distinct divisions the first two focus on services. Guardian Capital…

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  • BeeBee Advisory

    BeeBee Advisory

    Experience the power of a dedicated finance team

    $10,000+
    < $25 / hr
    10 - 49
    New Delhi, India
    Service Focus
    Financial Advising & Planning

    BeeBee Advisory was founded in 2016 with an aim to revolutionize the global finance and accounting industry by providing a superior alternative to building and maintaining an in-house finance…

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  • Undisclosed
    Undisclosed
    2 - 9
    Bengaluru, India
    Service Focus
    Financial Advising & Planning

    AcTax Corporate Strategies was founded in 2015 with the aim to provide an extensive range of accounting and auditing services including external audit, Direct & Indirect taxation services,…

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  • jk securities

    jk securities

    ONLINE TRADING IN THE SHARE MARKET

    Undisclosed
    Undisclosed
    10 - 49
    Anand, India
    Service Focus
    Financial Advising & Planning

    Today we are a well diversified financial services firm offering a range of financial products and services such as Equity market, Equity Derivatives, Currency Derivatives, Securities Lending &…

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  • Prosporaisers FinServ

    Prosporaisers FinServ

    Where wealth meets prosperity.

    Undisclosed
    Undisclosed
    10 - 49
    Hyderabad, India
    Service Focus
    Financial Advising & Planning

    Provide services & to act as financial advisors, management consultants, direct, indirect & allied consultants to companies, firms or persons either by themselves or in partnership with…

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  • Vteam

    Vteam

    Precision, Reliability, and Confidentiality

    $1,000+
    < $25 / hr
    10 - 49
    Ahmedabad, India
    Service Focus
    Financial Advising & Planning

    Vteam was founded in 2023 by 12+ years of experienced founders in business and offers bookkeeping and accounting outsourcing services to individuals and SMEs globally. We utilize the latest…

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  • Six Sense

    Six Sense

    Best Accounting Institute Ahmedabad

    Undisclosed
    < $25 / hr
    10 - 49
    Ahmedabad, India
    Service Focus
    Financial Advising & Planning

    Discover excellence in accounting education at Six Sense, the leading Accounting Institute in Ahmedabad. Unlock your potential with our comprehensive courses and expert faculty. Enroll now and pave…

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  • First Choice Finance Consultants

    First Choice Finance Consultants

    Top Finance and Accounting outsourcing company

    $1,000+
    $25 - $49 / hr
    10 - 49
    Chennai, India
    Service Focus
    Financial Advising & Planning

    First Choice Finance Consultants is one of the Top financial consultants providing cost effective value added solutions to meet all business needs of customers under one roof. We cover a wide range…

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  • Daftary & Company

    Daftary & Company

    Excellence in Auditing

    Undisclosed
    Undisclosed
    2 - 9
    Bengaluru, India
    Service Focus
    Financial Advising & Planning

    daftary and Company is one of the leading Chartered accountants in Bangalore . Services:Statutory AuditsInternal AuditConcurrent AuditIncome tax AuditGST AuditStock AuditBank Audit, GST Registration…

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  • YourKPO

    YourKPO

    Let’s build & grow together

    $1,000+
    $25 - $49 / hr
    10 - 49
    Bengaluru, India
    Service Focus
    Financial Advising & Planning

    Reinvent how you work and make the right decisions with a team of experts and professionals by your side. At YourKPO, our vision is to generate new techniques and systems to help you fulfill your…

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  • Finpro Consulting

    Finpro Consulting

    IFRS Training Institute in Pune

    $1,000+
    < $25 / hr
    10 - 49
    Pune, India
    Service Focus
    Financial Advising & Planning

    FinPro Consulting is an Indian consulting firm and offers its clients a broad range of advisory solutions related to Generally Accepted Accounting Principles (GAAP) conversion and training, Financial…

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  • Holani Consultants Private Limited

    Holani Consultants Private Limited

    Category / Merchant Banker

    Undisclosed
    Undisclosed
    10 - 49
    Jaipur, India
    Service Focus
    Financial Advising & Planning

    HCPL is a SEBI Registered Category 1 Merchant Banker based in Jaipur. Having received the license in 2018, we have been actively engaged in valuations, SME IPOs and other corporate action services…

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  • Bhimjiyani & Associates Chartered Accountants

    Bhimjiyani & Associates Chartered Accountants

    Providing excellence in all we do..

    Undisclosed
    < $25 / hr
    2 - 9
    Pune, India
    Service Focus
    Financial Advising & Planning

    Our Firm provides value added and quality services in the gamut of Finance , Accounting, Taxation ,Legal & Secretarial compliances and setting up of business in India. 

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  • Taxtrix

    Taxtrix

    accounting, taxation, business registration

    $5,000+
    $25 - $49 / hr
    2 - 9
    New Delhi, India
    Service Focus
    Financial Advising & Planning

    "We were impressed by their easy and fast delivery and complete online process."

    • MD, Accounting, Taxation & Auditing Company
  • Mfiling

    Mfiling

    Financial services

    $10,000+
    $100 - $149 / hr
    10 - 49
    Jodhpur, India
    Service Focus
    Financial Advising & Planning

    Mfiling is a professional documentation service provider, Offering wide range of services to help businesses and individuals manage their paperwork digitally and effectively.Major services:-1.…

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  • Wealth Munshi

    Wealth Munshi

    Your Money Our Trust

    Undisclosed
    Undisclosed
    2 - 9
    Hyderabad, India
    Service Focus
    Financial Advising & Planning

    Wealth creation is an art & financial markets are dynamic which makes wealth creation an ongoing process. Wealth has to be nurtured, cared & reviewed regularly with an expert & it’s…

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  • Synergy Capital

    Synergy Capital

    Investment Management in Hyderabad.

    Undisclosed
    Undisclosed
    2 - 9
    Hyderabad, India
    Service Focus
    Financial Advising & Planning

    At Synergy Capital we shift the burden of Non-operational activities from our client, providing them plenty of time to work on their business improvement strategies. Providing Quality assured…

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  • Bitcounts Inc.

    Bitcounts Inc.

    Crypto Accountant & Crypto Tax Expert

    $1,000+
    $50 - $99 / hr
    10 - 49
    Gurugram, India
    Service Focus
    Financial Advising & Planning

    Bitcounts Inc. is a multinational crypto accounting firm with deep expertise in cryptocurrency taxation and blockchain accounting having offices in the United States, Canada, and India…

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  • Purnartha Investment Advisers Private Limited

    Purnartha Investment Advisers Private Limited

    Purnartha - Equity Investment Advisory India | Lon

    Undisclosed
    Undisclosed
    Freelancer
    Pune, India
    Service Focus
    Financial Advising & Planning

    Purnartha is a leading equity investment advisory and portfolio management company that helps you to invest in stocks with the aim of long term wealth creation. Our aim is to provide you with…

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  • Nataraja Nanjundaiah & Co

    Nataraja Nanjundaiah & Co

    I support in value creation to your customer

    $1,000+
    $25 - $49 / hr
    Freelancer
    Bengaluru, India
    Service Focus
    Financial Advising & Planning

    I am an Experienced Finance and Process Professional with 24 years experience in handling global projects who strives to understand business model, bring value to the business, utilizing the…

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  • Chandra Credit

    Chandra Credit

    Accelerating Your Business Growth

    $100,000+
    Undisclosed
    2 - 9
    Noida, India
    Service Focus
    Financial Advising & Planning

    We are Chandra Credit Limited with 20 Years of experience in Providing Import letter of credit services, SBLC Services and bank Guarantee Services, Project funding Services, and Bank letter of fund…

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  • Stithulf

    Stithulf

    Banking Service Provider

    Undisclosed
    Undisclosed
    Freelancer
    Mumbai, India
    Service Focus
    Financial Advising & Planning

    Stithulf ERC is a multichain centralized lending service provider. The project provides funds to verified individuals and business entities, with flexible installment and repayment periods. $SULFERC…

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