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Top Asset Management Companies in Delhi

Ratings Updated: April 1, 2026
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2 Leaders 15 Contenders

18 Companies

Country: India
City: Delhi

List of the Top Delhi Wealth and Asset Management Companies

  • 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.

    See all 2 projects

    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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  • 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.

    See all 1 projects
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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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  • 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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  • 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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  • 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.

    Read more
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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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  • Bitcounts Inc. Logotype

    Not yet reviewed

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

    Services provided

    10% Financial Advising & Planning
    50% Accounting
    10% Business Consulting +5
    10% Finance & Accounting Outsourcing (FAO)
    5% Commercial Financing
    5% Corporate Law
    5% Finance Law
    5% Tax Law

    Focus Areas

    80% Wealth & Asset Management
    10% Debt Consulting
    10% Mortgage & Loan Brokerage

    Bitcounts Inc., an Accounting company, is based in Mountain View, California and Mountain View, California. Launched in 2021, the team offers Accounting and Business Consulting.

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    Gurugram, India

    Princeton Estate Road
    Gurugram, India 122002

    2 - 5

    +919996836666

    See All Locations (4)
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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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  • 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.

    Read more
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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.

    Read more
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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.

    Read more
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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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  • Unified Capital and Investments Logotype

    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.

    Read more
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  • Chandra Credit Logotype

    Not yet reviewed

    $100,000+
    Undisclosed
    2 - 9
    Noida, India

    Services provided

    10% Financial Advising & Planning
    60% Funding & Investment
    20% Commercial Financing +1
    10% Financial Consulting

    Focus Areas

    30% Wealth & Asset Management
    20% Debt Consulting
    10% Actuarial Services +4
    10% Mortgage & Loan Brokerage
    10% Retirement Planning
    10% Securities Brokerage
    10% Stocks Portfolio Management

    Headquartered in Noida, India, Chandra Credit is a Funding & Investment company. Launched in 1993, the team specializes in Funding & Investment and Commercial Financing.

    Read more
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1 USP House
2 Kreditwala

List of the Top 2 Delhi Wealth and Asset Management Companies

  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. Accorp Partners Logotype

    Accorp Partners

    Undisclosed
    Undisclosed
    10 - 49
    Delhi, India

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    20% Wealth & Asset Management
    View Profile Visit Website
  10. D D Agrawal & Co. Logotype

    D D Agrawal & Co.

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

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0.6/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    40% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  11. Bitcounts Inc. Logotype

    Bitcounts Inc.

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

    Ability to deliver

    5.8/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    80% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  12. AMPUESTO CONSULTANCY PRIVATE LIMITED Logotype

    AMPUESTO CONSULTANCY PRIVATE LIMITED

    Undisclosed
    Undisclosed
    2 - 9
    Noida, India

    Ability to deliver

    6.4/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    80% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  13. Vedkee Associates Pvt Ltd Logotype

    Vedkee Associates Pvt Ltd

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

    Ability to deliver

    5.8/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    15% Wealth & Asset Management
    65% Other
    View Profile Visit Website
  14. BeeBee Advisory Logotype

    BeeBee Advisory

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

    Ability to deliver

    6.3/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    10% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  15. NGO Pilot Logotype

    NGO Pilot

    Undisclosed
    Undisclosed
    10 - 49
    Delhi, India

    Ability to deliver

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

    Service focus

    20% Financial Advising & Planning
    20% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  16. Taxtrix Logotype

    Taxtrix

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

    Ability to deliver

    5.9/40.0
    0/20 Reviews
    0.7/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    15% Wealth & Asset Management
    85% Other
    View Profile Visit Website
  17. Unified Capital and Investments Logotype

    Unified Capital and Investments

    Undisclosed
    Undisclosed
    10 - 49
    Gurugram, India

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    10% Wealth & Asset Management
    80% Other
    View Profile Visit Website

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