Top Strategic Financial Planning Firms in India
-
$5,000+$25 - $49 / hr10 - 49Bengaluru, India
Services provided
In Bengaluru, India, Cladus Consultech LLP is a small Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
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.
Read more -
Undisclosed< $25 / hr10 - 49Ahmedabad, India
Services provided
In Ahmedabad, India, AceBooks Global LLP is an Accounting company. Launched in 2019, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$25 - $49 / hr10 - 49Kozhikode, India
Services provided
Business Consulting company Nombur provides Business Consulting and Finance & Accounting Outsourcing (FAO). They are located in Kozhikode, India.
Read more -
$1,000+< $25 / hr10 - 49Vadodara, India
Services provided
ShreeMaa Investment is a Finance & Accounting Outsourcing (FAO) company. They are in Vadodara, India. Their team focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read more -
$1,000+Undisclosed10 - 49Gurugram, India
Services provided
Credit Curators is a Funding & Investment company launched in 2023. The company offers Funding & Investment and Financial Advising & Planning.
Read more -
$5,000+$25 - $49 / hr10 - 49Jaipur, India
Services provided
Business Consulting company Business Nesta` is in Jaipur, India. Founded in 2025, the team offers Business Consulting and Commercial Financing.
Read more -
$1,000+< $25 / hr10 - 49Greater Noida, India
Services provided
Ledger Verse Advisors Pvt Ltd, an Accounting company, is in Greater Noida, India. They offer Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2020.
Read more -
Undisclosed$50 - $99 / hr10 - 49Delhi, India
Services provided
Small Business Valuation Services company The Algebra Group, is headquartered in Delhi, India. The team offers Business Valuation Services and Business Consulting.
Read more -
$1,000+Undisclosed10 - 49Bengaluru, India
Services provided
Sheshi AI is a Fractional CFO Services company. Their team is located in Bengaluru, India and provides Fractional CFO Services and Finance & Accounting Outsourcing (FAO).
Read more -
Undisclosed$25 - $49 / hr10 - 49Mumbai, India
Services provided
Accounting company Whitespace Consultancy Pvt. Ltd is headquartered in Mumbai, India. The team provides Accounting and Tax Law.
Read more -
$1,000+$25 - $49 / hr10 - 49Bengaluru, India
Services provided
YourKPO, a Conversion Optimization company, is in Bengaluru, India. The team specializes in Conversion Optimization and Finance & Accounting Outsourcing (FAO).
Read more -
$10,000+$100 - $149 / hr10 - 49Jodhpur, India
Services provided
IT strategy consulting company Mfiling was founded in 2003. The company offers IT strategy consulting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed10 - 49पुणे, India
Services provided
Located in पुणे, India, Factsheet Analytics Pvt. Ltd. Is a small Market Research company. The team focuses on Market Research and Business Consulting.
Read more -
$250,000+$100 - $149 / hr10 - 49Gurugram, India
Services provided
Business Consulting company ASCELA specializes in Business Consulting and Logistics & Supply Chain Consulting. They were launched in 2018.
Read more -
UndisclosedUndisclosed2 - 9Bengaluru, India
Services provided
Business Consulting company Thalaron Global is in Bengaluru, India. Founded in 2023, the team focuses on Business Consulting and Financial Advising & Planning.
Read more -
$1,000+$25 - $49 / hr50 - 249Mumbai, India
Services provided
Gaurav gada & associates is a Tax Law company. They offer Tax Law and Corporate Law and were launched in 2014.
Read more -
$1,000+$25 - $49 / hr50 - 249Ahmedabad, India
Services provided
HT RISE GLOBAL PRIVATE LIMITED is a Tax Law company established in 2024. The midsize team focuses on Tax Law and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Howrah, India
Services provided
See all 1 projectsChartered Accountant Firm providing professional Services in taxation, finance, accounts, audit & company matters.
Read more -
$5,000+$100 - $149 / hr2 - 9Bengaluru, India
Services provided
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.
Read more -
$5,000+$50 - $99 / hr2 - 9Hyderabad, India
Services provided
Accounting company Karwa Financial Consultancy Services LLP is in Hyderabad, India. Their services include Accounting and Financial Advising & Planning.
Read more -
$1,000+$25 - $49 / hr2 - 9Pune, India
Services provided
Aksh Advisors Private Limited is a small Commercial Financing company. They offer Commercial Financing and Accounting and were established in 2009.
Read more -
Undisclosed< $25 / hr2 - 9Surat, India
Services provided
Rapportant Kpo Services Pvt Ltd. Is an Accounting company. They were launched in 2022 and focus on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Ahmedabad, India
Services provided
Murli Chandak & Associates is a Business Consulting company. Founded in 2017, the team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
Founded in 2024, ConfideLeap is a Business Consulting company. The firm offers Business Consulting and Finance & Accounting Outsourcing (FAO), and is small.
Read more -
$1,000+< $25 / hr2 - 9Morbi, India
Services provided
Established in 2017, Bara Associates is a Business Consulting company. The team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
$5,000+$50 - $99 / hr2 - 9Ahmedabad, India
Services provided
Amar Analytics LLP, a Back Office Outsourcing company, is based in Ahmedabad, India and Ahmedabad, India. Their services include Back Office Outsourcing and Accounting.
Read more -
$1,000+$25 - $49 / hr2 - 9Ahmedabad, India
Services provided
Vipul Kachhadiya & Co. Is an Accounting company. In Ahmedabad, India, the firm was founded in 2017. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Pune, India
Services provided
KYM & Associates is a Business Consulting company. They provide Business Consulting and Accounting and are in Pune, India.
Read more -
Undisclosed< $25 / hr2 - 9Ahmedabad, India
Services provided
Corecents Consulting is a Commercial Financing company. They are based in Ahmedabad, India. Their team provides Commercial Financing and Accounting.
Read more -
Undisclosed$25 - $49 / hr2 - 9Delhi, India
Services provided
Founded in 2016, Gupta Vibhor & Assocaites is a Finance & Accounting Outsourcing (FAO) company. The firm offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Indore, India
Services provided
Established in 2019, CA & Advocate VikramTongya is a small Indore, India-based Accounting company. Their team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9पुणे, India
Services provided
CA Tushar Magar & Associates is a Business Consulting company located in पुणे, India. Launched in 2020, the team specializes in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Noida, India
Services provided
Lekha Jokha Hub, an Accounting company, was launched in 2025. They specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
CA A Sundrani and Associates, an Accounting company, provides Accounting and Financial Advising & Planning. The firm is based in Mumbai, India.
Read more -
$1,000+< $25 / hr2 - 9Delhi, India
Services provided
TAXSPARE is a Delhi, India-based Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2012.
Read more -
$5,000+$25 - $49 / hr10 - 49Gurugram, India
Services provided
Svod advisory, a Cybersecurity company, offer Cybersecurity and Business Consulting. They were launched in 2017.
Read more -
Undisclosed< $25 / hr10 - 49Ahmedabad, India
Services provided
NetworkLeaf, an Accounting company, is located in Ahmedabad, India. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+< $25 / hr10 - 49New Delhi, India
Services provided
PKG Consultancy is a New Delhi, India-based Accounting company. The team offers Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Ahmedabad, India
Services provided
FinGuru Services India, a Business Consulting company, is headquartered in Ahmedabad, India and Ahmedabad, India. Their services include Business Consulting and Financial Consulting.
Read more -
$10,000+$150 - $199 / hr10 - 49New Delhi, India
Services provided
AT LARGE CONSULTANTS is a Business Consulting company. They are located in New Delhi, India and Greater Noida, India, and their services include Business Consulting and IT strategy consulting.
Read more -
$1,000+< $25 / hr10 - 49Gurugram, India
Services provided
Ktr International LLC is an Evesham, New Jersey-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Financial Consulting.
Read more -
UndisclosedUndisclosed10 - 49Hyderabad, India
Services provided
Financial Advising & Planning company Guardian Capital Investment Advisors was founded in 2016. The firm focuses on Financial Advising & Planning and Accounting, and is small.
Read more -
$10,000+Undisclosed2 - 9Thane, India
Services provided
Rounak Jain & Associates is an Accounting company. Their small team is located in Thane, India and specializes in Accounting and Business Consulting. The company was established in 2016.
Read more -
$5,000+< $25 / hr10 - 49Gandhinagar, India
Services provided
Located in Gandhinagar, India, AstutePro is a Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.
Read more -
Undisclosed$100 - $149 / hr2 - 9Bengaluru, India
Services provided
Taxellence is a Finance Law company launched in 2018. The team specializes in Finance Law and Accounting.
Read more -
UndisclosedUndisclosed50 - 249New Delhi, India
Services provided
Synergy Consulting, Inc. Is a midsize Commercial Financing company based in Reston, Virginia and New Delhi, India. The team specializes in Commercial Financing and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr10 - 49Surat, India
Services provided
365KPO is an Accounting company. The small Surat, India-based team offers Accounting and Financial Advising & Planning. The agency was launched in 2016.
Read more -
$5,000+$25 - $49 / hr10 - 49Surat, India
Services provided
Business Consulting company Enwisen Global Advisors was established in 2017. The small team focuses on Business Consulting and Financial Advising & Planning.
Read more -
Undisclosed< $25 / hr10 - 49Ghaziabad, India
Services provided
JAKK AND CO, an Accounting company, is based in Ghaziabad, India. They focus on Accounting and Business Consulting.
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
