Top Strategic Financial Planning Firms in India
256 Companies
List of the Top India Strategic Financial Planners
Sponsored
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$10,000+$150 - $199 / hr10 - 49Mumbai, India
Services provided
10% Financial Advising & Planning35% Business Consulting20% Funding & Investment +3 services15% Compliance Consulting10% Commercial Development10% Financial ConsultingAggelakakis & Associates is a Business Consulting company headquartered in Thessaloniki, Greece and Athina, Greece. Their services include Business Consulting and Funding & Investment.
Read moreSee All Locations (5)Mumbai, India
Azad Nagar Road
Mumbai, India 4000582 - 5
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UndisclosedUndisclosed2 - 9Secunderabad, India
Services provided
40% Financial Advising & Planning20% Commercial Financing20% Sales Outsourcing +2 services10% Business Consulting10% Financial ConsultingExigo 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
10% Financial Advising & Planning10% AI Development10% Architectural Design +7 services10% BI & Big Data Consulting & SI10% Back Office Outsourcing10% Business Consulting10% Corporate Training & Coaching10% HR Outsourcing10% IT Managed Services10% Market ResearchGigsBoard, 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
20% Financial Advising & Planning20% Accounting20% Digital Asset Management +2 services20% Finance & Accounting Outsourcing (FAO)20% Tax LawLocated 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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UndisclosedUndisclosed2 - 9Delhi, India
Services provided
25% Financial Advising & Planning25% Accounting25% Business Consulting +1 service25% Financial ConsultingSushil Kumar Singla & co. Is a Delhi, India-based Business Consulting company. They offer Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Pune, India
Services provided
20% Financial Advising & Planning20% Business Consulting20% Commercial Financing +2 services20% Funding & Investment20% Insurance Services & BrokersBusiness Consulting company Rebco was founded in 2025. The team focuses on Business Consulting and Commercial Financing and is based in Pune, India.
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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:
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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 -
UndisclosedUndisclosed1,000 - 9,999Pune, India
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed1,000 - 9,999New Delhi, India
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
85% Financial Advising & Planning15% 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 -
$1,000+< $25 / hr50 - 249Gurugram, India
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
45% Financial Advising & Planning55% 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
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