Top Strategic Financial Planning Firms in India
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UndisclosedUndisclosed10 - 49Pune, India
Services provided
Vitt Pulse, a Fractional CFO Services company, is located in Pune, India and Navi Mumbai, India. Established in 2025, the team provides Fractional CFO Services and Accounting.
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$1,000+$25 - $49 / hr2 - 9New Delhi, India
Services provided
Cloud Accounting Inc is an Accounting company. Founded in 2016, the firm provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Bengaluru, India
Services provided
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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Undisclosed< $25 / hr2 - 9Pune, India
Services provided
Bhimjiyani & Associates Chartered Accountants is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2013.
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$1,000+$150 - $199 / hr2 - 9Bengaluru, India
Services provided
SmartFin Consulting, a Fractional CFO Services company, was founded in 2023. Headquartered in Bengaluru, India, the team specializes in Fractional CFO Services and Financial Consulting.
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Undisclosed< $25 / hr2 - 9Wordoffice, India
Services provided
INDIAN TAX FIRM is an Accounting company. Their small team of employees is in Wordoffice, India. Their team provides Accounting and Fractional CFO Services.
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UndisclosedUndisclosed10 - 49Madhapur, India
Services provided
Finvista is a Financial Advising & Planning company headquartered in Madhapur, India and Bengaluru, India. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Hyderabad, India
Services provided
Established in 2020, Prosporaisers FinServ is an Accounting company. The company offers Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9Hyderabad, India
Services provided
Wealth Tree Group, a Financial Advising & Planning company, is based in Hyderabad, India. They provide Financial Advising & Planning and Commercial Financing and were launched in 2017.
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$1,000+$25 - $49 / hr2 - 9Pune, India
Services provided
Financial Advising & Planning company Value Focused is headquartered in Pune, India. They focus on Financial Advising & Planning and were established in 2015.
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UndisclosedUndisclosed50 - 249Bengaluru, India
Services provided
Launched in 2009, Accelerated Growth is a Commercial Financing company. The midsize team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Bharuch, India
Services provided
Salmasony is a Financial Advising & Planning company founded in 2010. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosedFreelancerPune, India
Services provided
Purnartha Investment Advisers Private Limited, a Financial Advising & Planning company, was launched in 2011. The agency focuses on Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Kolkata, India
Services provided
Welfin is a Financial Advising & Planning company. The small Kolkata, India-based team offers Financial Advising & Planning and Insurance Services & Brokers. The agency was established in 2017.
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$1,000+$50 - $99 / hr10 - 49Gurugram, India
Services provided
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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Undisclosed< $25 / hr2 - 9Bengaluru, India
Services provided
M/s Rohan kothali and company is an application development company. Launched in 2025, their team focuses on Mobile App Development and Business Consulting.
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UndisclosedUndisclosedFreelancerNew Delhi, India
Services provided
CA Sonia Gupta is a New Delhi, India-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Kanpur, India
Services provided
Headquartered in Kanpur, India, Fairgood advisors LLP is a midsize Accounting company. The team focuses on Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Jaipur, India
Services provided
Dailyfiling is a Jaipur, India-based Finance & Accounting Outsourcing (FAO) company. Launched in 2017, the team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hrFreelancerMiyapur, India
Services provided
Prabhas finance consultancy services is a Fractional CFO Services company established in 2023. Located in Miyapur, India, the team focuses on Fractional CFO Services and Business Consulting.
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UndisclosedUndisclosed10 - 49Madhapur, India
Services provided
Steadfast Business Consulting LLP is an Accounting company founded in 2017. Their team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Jaipur, India
Services provided
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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$5,000+$25 - $49 / hr250 - 999Ahmedabad, India
Services provided
Finance & Accounting Outsourcing (FAO) company Analytix Solution was established in 2005. The team focuses on Finance & Accounting Outsourcing (FAO) and Custom Software Development.
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$1,000+$25 - $49 / hrFreelancerBengaluru, India
Services provided
Nataraja Nanjundaiah & Co, a Financial Advising & Planning company, is in Bengaluru, India. Launched in 2021, the team focuses on Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9Noida, India
Services provided
Located in Noida, India, WealthBeats Finserv is a Commercial Financing company. Launched in 2024, the team provides Commercial Financing and Accounting.
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$1,000+$25 - $49 / hr2 - 9Mumbai, India
Services provided
Growthdriverz, a Finance & Accounting Outsourcing (FAO) company, is in Mumbai, India. They focus on Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Hyderabad, India
Services provided
Established in 2017, Wealth Munshi is a small Hyderabad, India-based Commercial Financing company. Their team provides Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Hyderabad, India
Services provided
Synergy Capital is a Commercial Financing company. Established in 2015, the team provides Commercial Financing and Accounting. The agency is in Hyderabad, India.
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$100,000+Undisclosed2 - 9Noida, India
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Headquartered in Noida, India, Chandra Credit is a Funding & Investment company. Launched in 1993, the team specializes in Funding & Investment and Commercial Financing.
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UndisclosedUndisclosedFreelancerMumbai, India
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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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$1,000+< $25 / hrFreelancerBengaluru, India
Services provided
VYGO ilabs is a small Business Consulting company headquartered in Bengaluru, India. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
Established in 2019, Astravise is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
BlockExcel, a small IT strategy consulting company, is headquartered in Harrisonville, Missouri and Chicago, Illinois. Their services include IT strategy consulting and IoT development.
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UndisclosedUndisclosed2 - 9Hyderabad, India
Services provided
PoweerHire Consulting Inc is a Wilmington, Delaware-based IT strategy consulting company. They provide IT strategy consulting and Staffing.
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UndisclosedUndisclosed2 - 9Secunderabad, India
Services provided
Exigo Consulting is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and are located in Secunderabad, India.
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UndisclosedUndisclosed10 - 49North Paravur, India
Services provided
GigsBoard, a small Market Research company, is based in North Paravur, India. The team provides Market Research and Architectural Design.
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UndisclosedUndisclosed50 - 249Chandigarh, India
Services provided
Located in Chandigarh, India, KDA Financial Services is a midsize Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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List of the Top 8 India Strategic Financial Planners
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$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
