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Top Asset Management Companies in Mumbai

Ratings Updated: April 4, 2026

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1 Leaders 7 Contenders

8 Companies

Country: India

City: Mumbai

List of the Top Mumbai Wealth and Asset Management Companies

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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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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

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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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Review Rating from Clients

5.0/5.0

Quality

4.5

Schedule

5.0

Cost

4.5

Willing to Refer

5.0

Local clients in Mumbai highlight Brego Business’s expertise in digital marketing and accounting, delivering successful social media campaigns and accurate financial reporting. Their integrated approach and responsive communication make them a reliable partner for complex, multi-department projects.
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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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Shunyatax Global

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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S G M P & Associates

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Mira Bhayandar, 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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Mira Bhayandar, India

1839/F, Delta Vrindavan, MIDC road, Near Royal Collage , Mira road (East), Mumbai -.
Mira Bhayandar, India 401107
16 - 20

+919024031170

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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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Stithulf

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Mumbai, India

Services provided

20% Financial Advising & Planning

30% Commercial Financing

30% Finance & Accounting Outsourcing (FAO) +2

10% Blockchain

10% Insurance Services & Brokers

Focus Areas

20% Wealth & Asset Management

20% Actuarial Services

20% Debt Consulting +2

20% Mortgage & Loan Brokerage

20% Securities Brokerage

Finance & Accounting Outsourcing (FAO) company Stithulf is headquartered in Mumbai, India. Their services include Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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Why Trust Clutch

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Comprehensive project details
Market presence
Portfolio examples and industry recognition

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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Brego Business

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 1 Mumbai Wealth and Asset Management Companies

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

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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

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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

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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

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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

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S G M P & Associates

Undisclosed

Undisclosed

10 - 49

Mira Bhayandar, India

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

20% Financial Advising & Planning

50% Wealth & Asset Management

80% Other

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Wealthsane

Undisclosed

Undisclosed

2 - 9

Thane, 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

55% Wealth & Asset Management

80% Other

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Stithulf

Undisclosed

Undisclosed

Freelancer

Mumbai, 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

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Top Asset Management Companies in Mumbai

List of the Top Mumbai Wealth and Asset Management Companies

Reviews mention High-quality work

Accounting Services & PPC & SEO Campaigns for Digital Agency

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

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List of the Top 1 Mumbai Wealth and Asset Management Companies