Top Asset Management Companies in India

Ratings Updated: March 15, 2025

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Polestar Solutions & Services

4.8 13 reviews

$5,000+

$25 - $49 / hr

250 - 999

Noida, India

Services provided

10% Financial Advising & Planning

15% BI & Big Data Consulting & SI

15% Cloud Consulting & SI +6

10% AI Consulting

10% AI Development

10% Business Consulting

10% ERP Consulting and SI

10% Enterprise App Modernization

10% IT Strategy Consulting

Focus Areas

100% Wealth & Asset Management

Polestar Solutions & Services is a data analytics and business intelligence company specializing in BI platforms like Power BI and Qlik, offering tailored solutions for data integration, visualization, and advanced analytics. Reviews indicate a strong reputation for competency and flexibility, with 90% of clients highlighting their professionalism and expertise. The company is commended for its effective project management and ability to meet client-specific needs, ensuring seamless collaboration and impactful outcomes.

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Reviews mention Exceptional results

Polestar Solutions & Services has received exceptional feedback for their ability to deliver high-quality results and expertise across diverse skill sets. Clients praised their punctuality, professionalism, and the seamless integration of resources, noting a senior developer's outstanding performance and effective documentation practices. The engagement was described as economical, with clients expressing satisfaction with the quality-to-rate ratio. Overall, the sentiment reflects a strong endorsement of Polestar's capability to meet complex project demands efficiently.

Staff Aug. & Data System for Insurance Provider

5.0 Nov 24, 2020

The work quality was very good, and he was very personable. The operations resource was also very professional, especially in his documentation of ticket tracking. Both their skill sets were exceptional. It was a well-priced project and we got a very advanced body of work. We were very happy from a rate and a quality-to-rate standpoint.

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Brego Business

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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ViTWO (6 Livo Technologies Pvt Ltd)

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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BBNC

4.9 7 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 Knowledgeable

BBNC has received consistently positive feedback regarding their expertise and knowledge in accounting and tax matters. Clients highlighted their ability to quickly understand complex issues and provide effective solutions, as noted by one client who praised their taxation expertise for resolving a significant tax demand within two weeks. Another client emphasized the team's experience and responsiveness, stating their knowledge was impressive. Overall, clients expressed satisfaction with BBNC's knowledgeable approach, leading to successful outcomes and timely service.

B2C Accounting Services for Freelance Senior Accountant

5.0 Jul 14, 2021

Their experience and knowledge on the subject, especially on the provisions of the tax, were noteworthy.

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Accounting & Compliance Services for IT Company

5.0 Jul 13, 2021

The allocated team was experienced and knowledgeable, consistently providing reports on a timely basis.

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Bookkeeping & Accounting for Financial Services Company

4.5 May 10, 2021

Their responsiveness and knowledge of the subject matter were impressive.

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USP House

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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Equirus Wealth

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

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

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

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

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

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

Not yet reviewed

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

Botmatic Solutions Pvt.Ltd is a Financial Advising & Planning company. Based in Pune, India, the company was founded in 2018. Their services include Financial Advising & Planning and Accounting.
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Keastox Best Stock Broker in Ahmedabad

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.

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/

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

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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Smart Accountants

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Ahmedabad, India

Services provided

15% Financial Advising & Planning

50% Accounting

25% Finance & Accounting Outsourcing (FAO) +1

10% Funding & Investment

Focus Areas

60% Wealth & Asset Management

40% Retirement Planning

Smart Accountants is a midsize Ahmedabad, India-based Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Business consulting firms

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

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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Fintaco Consultants Private Limited

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

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.

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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Shreshtha Business Solutions

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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Axlerate Futuretech Pvt Ltd

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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AMPUESTO CONSULTANCY PRIVATE LIMITED

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

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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S4 Consultants

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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First Choice Finance Consultants

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

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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Daftary & Company

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

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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Unified Capital and Investments

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Gurugram, India

Services provided

20% Financial Advising & Planning

80% Financial Consulting

Focus Areas

10% Wealth & Asset Management

65% Mortgage & Loan Brokerage

15% Debt Consulting +1

10% Stocks Portfolio Management

Financial Consulting company Unified Capital and Investments was launched in 2016. The company provides Financial Consulting and Financial Advising & Planning, and is small.
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Finpro Consulting

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Pune, India

Services provided

10% Financial Advising & Planning

60% Corporate Training & Coaching

10% Accounting +2

10% Commercial Financing

10% Insurance Services & Brokers

Focus Areas

10% Wealth & Asset Management

20% Actuarial Services

20% Mortgage & Loan Brokerage +4

15% Debt Consulting

15% Retirement Planning

10% Securities Brokerage

10% Stocks Portfolio Management

Finpro Consulting is a Corporate Training & Coaching company established in 2015. The team specializes in Corporate Training & Coaching and Commercial Financing.
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Holani Consultants Private Limited

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Jaipur, India

Services provided

20% Financial Advising & Planning

50% Financial Consulting

10% Business Consulting +2

10% Commercial Financing

10% Funding & Investment

Focus Areas

100% Wealth & Asset Management

Located in Jaipur, India, Holani Consultants Private Limited is a Financial Consulting company. Their services include Financial Consulting and Financial Advising & Planning.
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