Top Strategic Financial Planning Firms in India
-
UndisclosedUndisclosed10 - 49Noida, India
Services provided
MoneyMaterz is an Accounting company. The Noida, India-based agency was established in 2017. Their services include Accounting and Financial Advising & Planning.
Read more -
$1,000+$50 - $99 / hr10 - 49Mumbai, India
Services provided
Shunyatax Global is an Accounting company. They were launched in 2023 and offer Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
Founded in 2022, Mansa Consulting, a small Accounting company, is based in Mumbai, India and Mumbai, India. Their team specializes in Accounting and Financial Advising & Planning.
Read more -
Undisclosed$50 - $99 / hr10 - 49Panchkula, India
Services provided
Fintaco Consultants Private Limited is an Accounting company. The agency is based in Panchkula, India. Their team focuses on Accounting and Financial Advising & Planning.
Read more -
$1,000+$25 - $49 / hr10 - 49Ahmedabad, India
Services provided
Launched in 2020, Veemi Accounting Solutions is an Accounting company. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$10,000+$150 - $199 / hr50 - 249New Delhi, India
Services provided
YKG GLOBAL, a midsize Financial Consulting company, is in New Delhi, India. Their services include Financial Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Noida, India
Services provided
Located in Noida, India, AMPUESTO CONSULTANCY PRIVATE LIMITED is a Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$5,000+$25 - $49 / hr2 - 9New Delhi, India
Services provided
See all 1 projectsTaxtrix 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.
-
UndisclosedUndisclosed2 - 9Delhi, India
Services provided
Loan Resovle Services is an Insurance Services & Brokers company based in Delhi, India. Their services include Insurance Services & Brokers and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr50 - 249New Delhi, India
Services provided
Founded in 2012, D D Agrawal & Co., a midsize Accounting company, is in New Delhi, India. Their team provides Accounting and Financial Advising & Planning.
Read more -
$1,000+$25 - $49 / hr50 - 249New Delhi, India
Services provided
Re Nutech Solutions Inc is a Financial Advising & Planning company founded in 2015. The firm focuses on Financial Advising & Planning and Finance Law, and is midsize.
Read more -
UndisclosedUndisclosed50 - 249Bhiwadi, India
Services provided
Launched in 2020, GTS Consultant India is a midsize app development company. Their services include Mobile App Development and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Pantheeramkavu, India
Services provided
Tass & Hamjit Financial Advisory is a Commercial Financing company. They were founded in 2016 and offer Commercial Financing and Accounting.
Read more -
$1,000+< $25 / hr10 - 49Delhi, India
Services provided
Business Consulting company Instax Tax & Financial Advisor is located in Delhi, India. They offer Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
Undisclosed$50 - $99 / hr10 - 49Bengaluru, India
Services provided
Bion Advisors is a Business Consulting company. Based in Bengaluru, India, the firm was founded in 2019. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Delhi, India
Services provided
Business Consulting company SRP Company CA was founded in 2001. The agency provides Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Gurugram, India
Services provided
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 -
UndisclosedUndisclosed10 - 49New Delhi, India
Services provided
Vishal Madan & Co is a Commercial Financing company. Established in 1997, the team provides Commercial Financing and Accounting. The firm is based in New Delhi, India.
Read more -
$1,000+< $25 / hr10 - 49Bengaluru, India
Services provided
Knowvisory Global LLP is a small Accounting company launched in 2020. Their team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Bengaluru, India
Services provided
See all 1 projectsActax 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.
-
UndisclosedUndisclosed10 - 49Mumbai, India
Services provided
Launched in 2024, 9Point Capital, a small Digital Asset Management company, is in Mumbai, India and Mumbai, India. Their team specializes in Digital Asset Management and Financial Advising &
Read more -
UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
Amb jain & co. Is a Business Consulting company. Located in Mumbai, India, their team focuses on Business Consulting and Fractional CFO Services.
Read more -
$1,000+< $25 / hr10 - 49Pune, India
Services provided
Finpro Consulting is a Corporate Training & Coaching company established in 2015. The team specializes in Corporate Training & Coaching and Commercial Financing.
Read more -
$1,000+< $25 / hr10 - 49Kolkata, India
Services provided
Founded in 2014, MPVD & Associates is an Accounting company. Their team specializes in Accounting and Corporate Law.
Read more -
UndisclosedUndisclosed10 - 49Mumbai, India
Services provided
Legal Dalal is a Financial Advising & Planning company. Established in 2018, the firm is based in Mumbai, India and Mumbai, India. Their services include Financial Advising & Planning and Tax Law.
Read more -
UndisclosedUndisclosed10 - 49Delhi, India
Services provided
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 -
Undisclosed$25 - $49 / hr10 - 49Mumbai, India
Services provided
Fynalliance Advisors Private Limited is a Mumbai, India-based Accounting company. Founded in 2018, the team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Delhi, India
Services provided
Vidhu Duggal & Company is a Business Consulting company launched in 2018. The agency offers Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Vadodara, India
Services provided
C M Patel & Company, Chartered Accountant is a Business Consulting company. Based in Vadodara, India, their small team offers Business Consulting and Accounting. The agency was launched in 2018.
Read more -
UndisclosedUndisclosed10 - 49Hyderabad, India
Services provided
Headquartered in Hyderabad, India, Venkat Tech Global Solution Pvt Ltd is an IT strategy consulting company. The team specializes in IT strategy consulting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Pune, India
Services provided
Accunex Solution is an Accounting company. The team is located in Pune, India, and their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Varanasi, India
Services provided
Best Loan Provider Company in India - Deep Finance is a Varanasi, India-based Financial Consulting company. They provide Financial Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
Undisclosed$50 - $99 / hr50 - 249New Delhi, India
Services provided
NRI Sahayata Service Private Limited, a Conversion Optimization company, was founded in 2024. The team specializes in Conversion Optimization and Mobile App Development and is in New Delhi, India.
Read more -
$1,000+< $25 / hr50 - 249Thane, India
Services provided
Headquartered in Thane, India, ATMS Advisors is a midsize Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+$25 - $49 / hr10 - 49Chennai, India
Services provided
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.
Read more -
$1,000+< $25 / hr10 - 49Coimbatore, India
Services provided
ACTA International Services Private Limited is a small Finance & Accounting Outsourcing (FAO) company. Founded in 2017, the team offers Finance & Accounting Outsourcing (FAO) and Commercial
Read more -
UndisclosedUndisclosed50 - 249Gurugram, India
Services provided
Staffing company Business consulting firms is headquartered in Gurugram, India. Their services include Staffing and HR Consulting.
Read more -
$1,000+Undisclosed2 - 9Vadodara, India
Services provided
MTC - Book Keeping, an Accounting company, provide Accounting and Financial Advising & Planning. They were founded in 2012.
Read more -
Undisclosed$25 - $49 / hr2 - 9Noida, India
Services provided
CA Manish Mishra is a Financial Advising & Planning company. The agency is located in Noida, India. Their team specializes in Financial Advising & Planning and Finance Law.
Read more -
$100,000+$25 - $49 / hr2 - 9Kolkata, India
Services provided
See all 1 projectsDebtkart - Kolkata's Trusted Debt Resolution Partner Struggling with debt? Debtkart is here to help! Based in Kolkata, we specialize in debt settlement, negotiation, and financial planning to give
Read more -
UndisclosedUndisclosed2 - 9Thane, India
Services provided
Accounting company Wealthsane was founded in 2017. The firm provides Accounting and Financial Advising & Planning, and is small.
Read more -
UndisclosedUndisclosed2 - 9Murthal, India
Services provided
Headquartered in Murthal, India, Legal Darbar is a Business Consulting company. Founded in 2023, the team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9New Delhi, India
Services provided
Golden Growth Fund is a Commercial Financing company established in 2023. The team focuses on Commercial Financing and Accounting and is headquartered in Delhi, India and New Delhi, India.
Read more -
$1,000+$25 - $49 / hr2 - 9Kozhikode, India
Services provided
FINPATH BUSINESS CONSULTANCY, an Accounting company, was launched in 2016. They provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Ahmedabad, India
Services provided
Based in San Francisco, California and Ahmedabad, India, BusAcTa Advisors is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and
Read more -
Undisclosed< $25 / hr2 - 9Hyderabad, India
Services provided
Financial Consulting company Tax Garden was founded in 2026. The team specializes in Financial Consulting and Financial Advising & Planning and is in Hyderabad, India.
Read more -
UndisclosedUndisclosed50 - 249Noida, India
Services provided
Inductus Global capability center (GCC) is a Finance & Accounting Outsourcing (FAO) company. Launched in 2007, the team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Pune, India
Services provided
Akhil Amit And Associates is an Accounting company. The team specializes in Accounting and Financial Advising & Planning and is headquartered in Pune, India.
Read more -
$1,000+$25 - $49 / hr10 - 49NEW DELHI, India
Services provided
Bneev Consulting LLP is an Accounting company. They were founded in 2016 and offer Accounting and Financial Advising & Planning.
Read more -
$25,000+< $25 / hr10 - 49Kolkata, India
Services provided
S4 Consultants is a branding agency. The Kolkata, India-based firm was established in 2010. Their services include Branding and Architectural Design.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 8 India Strategic Financial Planners
-
$1,000+$50 - $99 / hr50 - 249Mumbai, India
Ability to deliver
28.3/40.016.2/20 Reviews6.7/10 Clients & Experience5.4/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
UndisclosedUndisclosed50 - 249Kolkata, India
Ability to deliver
22.4/40.016.2/20 Reviews1.3/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr2 - 9Mumbai, India
Ability to deliver
22.5/40.016.2/20 Reviews1.3/10 Clients & Experience4.9/10 Market PresenceService focus
55% Financial Advising & Planning45% Other -
$1,000+$25 - $49 / hr10 - 49Bengaluru, India
Ability to deliver
23.4/40.015.8/20 Reviews3/10 Clients & Experience4.6/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed< $25 / hr10 - 49Vadodara, India
Ability to deliver
23.2/40.016.2/20 Reviews3/10 Clients & Experience4/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+$50 - $99 / hr50 - 249Sahibzada Ajit Singh Nagar, India
Ability to deliver
22.4/40.015.8/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+$300+ / hr2 - 9Chennai, India
Ability to deliver
20.7/40.014.6/20 Reviews1.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$1,000+$50 - $99 / hr10 - 49Noida, India
Ability to deliver
19.5/40.011.4/20 Reviews4.1/10 Clients & Experience4/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
UndisclosedUndisclosed250 - 999Navi Mumbai, India
Ability to deliver
9.8/40.00/20 Reviews2.1/10 Clients & Experience7.7/10 Market PresenceService focus
100% Financial Advising & Planning -
$1,000+Undisclosed50 - 249Mumbai, India
Ability to deliver
9.5/40.00/20 Reviews2.4/10 Clients & Experience7.1/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$5,000+Undisclosed250 - 999Delhi, India
Ability to deliver
7/40.00/20 Reviews2.4/10 Clients & Experience4.6/10 Market PresenceService focus
40% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Agra, India
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
Undisclosed$25 - $49 / hr50 - 249Pune, India
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed1,000 - 9,999Jaipur, India
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed50 - 249Ludhiana, India
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed250 - 999Mumbai, India
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
Undisclosed< $25 / hr250 - 999Noida, India
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49Mumbai, India
Ability to deliver
8.3/40.00/20 Reviews2.1/10 Clients & Experience6.2/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed50 - 249Mumbai, India
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
70% Financial Advising & Planning30% Other -
UndisclosedUndisclosed50 - 249Gandhinagar, India
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Gurugram, India
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed250 - 999New Delhi, India
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49New Delhi, India
Ability to deliver
5.8/40.00/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
100% Financial Advising & Planning
