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Top Financial Services Firms in Mumbai

Ratings Updated: January 13, 2025

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270 Companies

6 Leaders 15 Contenders

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Country: India

City: Mumbai

List of the Top Mumbai Financial Services Companies

1840 & Company

4.8 12 reviews

Premier Verified

$10,000+

< $25 / hr

250 - 999

Overland Park, KS

Services provided

20% Customer Service Outsourcing

20% HR Outsourcing

15% Back Office Outsourcing +3 services

15% Call Center Services

15% Finance & Accounting Outsourcing (FAO)

15% Sales Outsourcing

1840 & Company offers services such as bookkeeping, financial reporting, and accounting support. The reviews indicate a high level of satisfaction with the company's ability to source skilled professionals who deliver timely and efficient results. Clients appreciate the clear communication, global market access, and structured project management that facilitates business growth and enhances operational efficiency.

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Reviews mention Unique expertise

Clients commend 1840 & Company for their unique expertise in matching skilled professionals to specific roles, as highlighted by a client's positive experience with their bookkeeping services. The firm's ability to understand client needs and provide tailored solutions has led to measurable success, including a 25% increase in client load for one business. Overall, feedback reflects a high level of satisfaction and appreciation for their global reach and resourcefulness.

Bookkeeping & Record-Keeping Assistance for Accounting Firm

5.0 Feb 3, 2023

The 1840 & Co team takes great care in managing this engagement, taking the time to do a needs analysis, find the right person for the role, and performing check-ins to ensure everything is going well. Their access to so many different markets and countries globally was particularly impressive.

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Reviews mention High-quality work

Clients consistently praise 1840 & Company for delivering high-quality work, particularly in candidate sourcing and recruitment. One client noted their ability to provide 'high-quality candidates in a timely manner,' while another highlighted their 'clear and concise communication' and effective talent sourcing. Additionally, a client emphasized that 1840 & Company acted as a 'matchmaker for staff,' providing exactly what they needed, demonstrating strong overall sentiment towards the quality of their services.

Recruitment Services for Manufacturing Company

4.5 Dec 15, 2023

1840 & Company were able to provide high-quality candidates in a timely manner. Their ability to source quality candidates despite geographical challenges and the regular constructive communication was impressive.

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Staff Recruitment for Startup Incubator & Accelerator

5.0 Jul 29, 2022

1840 & Company responds very quickly and provides a good selection of the right candidates. They're like a matchmaker for staff; they provide exactly what we're looking for, which is rare. Moreover, the resources they find can start working immediately.

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Data Verification for Tech Company

5.0 Jul 26, 2022

The team moved quickly to source quality candidates for us. We were able to have a team start within 2 weeks of them starting their search. They moved quickly and provided quality candidates.

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Reviews mention Experienced

Clients express high satisfaction with 1840 & Company, highlighting their effective project management and strong communication. One client noted exceptional engagement from leadership, citing quick delivery of results and adaptability in expanding services. The successful onboarding and training of sales teams led to sales growth exceeding expectations. Feedback indicates minimal areas for improvement, with only minor issues promptly addressed, further affirming the company's expertise in outbound sales and operational efficiency.

B2B Phone Sales Team Dev & Mgmt for VoIP Telecom Provider

5.0 Jun 21, 2024

They had great company and operational experience and leadership. They were able to demonstrate the 'Sales DNA' that had been missing from other potential BPO partners we'd considered. They had sales and operations leaders ready early in the process and delivered results VERY quickly in the pilot phase. The level of engagement from their CEO down to their operations/QA team showed they understood sales, outbound sales, telco, and how our business needed to operate immediately.

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CSTMR

4.9 5 reviews

Premier Verified

$25,000+

$200 - $300 / hr

10 - 49

Bee Cave, TX

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR offers comprehensive digital marketing services including SEO, content development, advertising campaigns, and website development. Reviews across Clutch.co highlight CSTMR's effectiveness in enhancing brand awareness, optimizing ad performance, and providing strategic marketing consultation. Clients commend CSTMR for their excellent project management, domain expertise, and commitment to understanding and aligning with client needs, making them a reliable and innovative marketing partner.

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Reviews mention Knowledgeable

Clients consistently praise CSTMR for their extensive knowledge in digital marketing and web development. One client highlighted their proficiency in creating innovative marketing strategies that distinguish them from competitors, noting their ability to produce effective ads with minimal instruction. Additionally, the organized communication and detailed reporting provided by CSTMR were commended, reinforcing a strong sense of trust in their expertise. Overall, the sentiment surrounding CSTMR's knowledge is overwhelmingly positive, with clients expressing satisfaction in their technical guidance and creative solutions.

Marketing Strategy & Website Design for Bank

5.0 May 2, 2018

They’re also very knowledgeable about digital marketing and have helped us navigate the technical side. Their site changes, email marketing suggestions, and responsive analytics tracking are considerably strong.

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Reviews mention Creative

CSTMR has received positive feedback for their creative approach in marketing and design. A client highlighted their ability to produce effective ads with minimal instruction, showcasing their design skills and innovative ideas. The client's satisfaction is evident as their services helped differentiate the bank from competitors. Overall, clients appreciate CSTMR's creativity and knowledge in digital marketing, which has led to significant improvements in brand visibility and customer engagement.

Marketing Strategy & Website Design for Bank

5.0 May 2, 2018

I appreciate their design skills because I don’t have to give them a lot of instruction. I mostly give them the ad specs and general details, and they’re creative enough to produce an appropriate ad that hits the mark on the first try. They’re also very knowledgeable about digital marketing and have helped us navigate the technical side.

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Reviews mention Collaborative

CSTMR has received positive feedback regarding their collaborative approach. Clients appreciate how they integrate seamlessly with internal teams, enhancing project outcomes through shared insights and resources. One client noted, "The work has been really collaborative. They’re plugging into our team and adding resources," highlighting their proactive engagement. Overall, the sentiment reflects satisfaction with CSTMR’s willingness to adapt to client needs, although some clients suggest improvements in managing deadlines.

Rebranding, Website Design, & SEO for Bank

5.0 May 4, 2018

The work has been really collaborative. They’re plugging into our team and adding resources. I’ve been really pleased with that as well.

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Talent Formula

5.0 1 review

Verified

$25,000+

Undisclosed

250 - 999

Sydney, Australia

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Talent Formula offers specialized accounting services including bookkeeping, financial analysis, and financial reporting. Their reviews highlight exceptional talent sourcing, efficient recruitment processes, and a strong cultural fit with clients, leading to sustained business growth. Clients particularly commend Talent Formula for their ability to adapt to changing requirements and maintain transparent communication.

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Polestar Solutions & Services

4.8 13 reviews

$5,000+

$25 - $49 / hr

250 - 999

Mumbai, India

Services provided

15% BI & Big Data Consulting & SI

15% Cloud Consulting & SI

10% AI Consulting +6 services

10% AI Development

10% Business Consulting

10% ERP Consulting and SI

10% Enterprise App Modernization

10% Financial Advising & Planning

10% IT Strategy Consulting

Polestar Solutions & Services specializes in providing business intelligence, data analytics, and data visualization solutions utilizing platforms such as Power BI, Qlik, SQL, and Azure. Reviews highlight their technical competence, strong project management, and dedication to customer satisfaction. Clients commend their professionalism, flexibility, and ability to deliver tailored solutions, often mentioning their willingness to work beyond regular hours and the involvement of top management in ensuring project success.

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Reviews mention Professional

Polestar Solutions & Services has received consistently positive feedback regarding their professionalism. Clients have highlighted their exceptional competency, responsiveness, and thorough communication, even across time zones. For instance, one client noted their developer's complete understanding of project needs and proactive questioning for clarity. Another praised the punctuality of meetings, while a third emphasized their meticulous approach and collaborative nature. Overall, the sentiment reflects a strong appreciation for their professional conduct and the quality of their deliverables.

Staff Aug. & Data System for Insurance Provider

5.0 Nov 24, 2020

The operations resource was also very professional, especially in his documentation of ticket tracking. Both their skill sets were exceptional. They were punctual to meetings, which was impressive, as it was off-hours for them.

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Complex Dataset Integration for Hummus Producer

5.0 Nov 6, 2020

The professionalism, dedication to satisfaction from our team, and availability despite the time difference. First of all, constant communication. The developer from Polestar showed complete competency in understanding what was needed.

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Data Application Management for Telecommunications Company

5.0 Nov 2, 2020

They’re very professional, understanding our challenges, and provided real-time solutions. Everything was delivered on time from Polestar’s side. This was my first offshore development project, and it took me 3–4 days to get used to the model.

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Big Data Analytics for Digital Risk Management Company

5.0 Oct 15, 2020

Very professional in their approach and deliverables are always on time. They have expertise across a wide array of technologies, which helped our in-house team further to seek their consultation with the new tech stack, wherever needed.

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Reviews mention Great project management

Clients have praised Polestar Solutions & Services for their effective project management, highlighting their proactive communication and risk management capabilities. One client noted the frequent calls and timely warnings about emerging issues, emphasizing the collaborative nature of the team. Additionally, the quick delivery of a comprehensive dashboard and the technical expertise of their developers were commended, reinforcing the overall positive sentiment regarding Polestar's project management approach.

Dashboard Configuration for Global IT Firm

4.5 Nov 20, 2019

Project management was largely effective. We held frequent calls, and they provided risk management by warning us about emerging issues. We didn’t use any task tracking tools.

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Reviews mention Communicative

Clients have consistently praised Polestar Solutions & Services for their strong communication skills. One client noted their developer was 'extremely responsive' and maintained 'constant communication' throughout the project, ensuring clarity and understanding. Another highlighted the vendor's provision of 'daily updates' and 'weekly stakeholder meetings,' which facilitated smooth workflows. Overall, the sentiment is highly positive, reflecting Polestar's commitment to clear and effective communication, contributing significantly to project success.

Complex Dataset Integration for Hummus Producer

5.0 Nov 6, 2020

First of all, constant communication. The developer from Polestar showed complete competency in understanding what was needed, and many questions when something was not clear. Extremely responsive, always in a timely manner despite the time difference. Very effective with constant communication and full availability from Polestar team.

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BI Consulting for Ice Manufacturing Company

5.0 Jun 12, 2020

The vendor team is very responsive and agile to my team's and CIO's requirements. They delivered work for tasks which were not even in original scope of my project. The consultants responded to questions and jumped on conference calls on short notice. They also kept us informed of their progress through daily stand-ups, email updates, and weekly stakeholder meetings.

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Reviews mention Timely

Overall, client feedback on Polestar Solutions & Services highlights their timeliness in project execution and communication. Clients noted that resources were consistently available and responsive, with one stating, 'Extremely responsive, always in a timely manner despite the time difference.' Another client appreciated their punctuality in meetings, stating, 'They were punctual to meetings, which was impressive.' This sentiment reflects a strong confidence in Polestar's ability to deliver on schedule.

Staff Aug. & Data System for Insurance Provider

5.0 Nov 24, 2020

They were punctual to meetings, which was impressive, as it was off-hours for them. I was expecting there to be a learning curve with the junior-level operations resource and he ramped up to the necessary knowledge level at a very reasonable time rate.

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Complex Dataset Integration for Hummus Producer

5.0 Nov 6, 2020

The developer from Polestar showed complete competency in understanding what was needed, and many questions when something was not clear. Extremely responsive, always in a timely manner despite the time difference.

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Data Application Management for Telecommunications Company

5.0 Nov 2, 2020

Everything was delivered on time from Polestar’s side. We used Microsoft Teams for communication.

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Big Data Analytics for Digital Risk Management Company

5.0 Oct 15, 2020

Very professional in their approach and deliverables are always on time. They have expertise across a wide array of technologies, which helped our in-house team further to seek their consultation with the new tech stack, wherever needed.

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Brego Business

5.0 3 reviews

$1,000+

$50 - $99 / hr

50 - 249

Mumbai, India

Services provided

15% Advertising

15% Content Marketing

15% Finance & Accounting Outsourcing (FAO) +4 services

15% Financial Advising & Planning

15% Marketing Strategy

15% Social Media Marketing

10% Pay Per Click

Brego Business offers comprehensive accounting services including bookkeeping, financial reporting, and tax preparation, alongside debtor collection and digital marketing services. Clients consistently praise the firm's professionalism, cost-effectiveness, and the accuracy and timeliness of deliverables, which have enabled them to make better business decisions.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services & PPC & SEO Campaigns for Digital Agency

5.0 — Save & Palmer's scope of work for a digital agency spanned an umbrella of services. They helped streamline operations within the scope of recruitment, digital marketing, and debtor Read more

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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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TopSource Worldwide - India

5.0 1 review

$1,000+

< $25 / hr

50 - 249

Mumbai, India

Services provided

80% Accounting

10% HR Consulting

5% HR Outsourcing +1 service

5% PEO/Employee Leasing

TopSource Worldwide - India offers payroll management services with an emphasis on accuracy, timeliness, and information security. Clients consistently praise their efficient workflow, compliance with statutory requirements, and the significant reduction in employee queries. Overall, the company is commended for delivering promised services precisely as committed.

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Celeste Business Advisors

5.0 1 review

Undisclosed

< $25 / hr

2 - 9

Mumbai, India

Services provided

10% Accounting

55% Financial Advising & Planning

15% Finance & Accounting Outsourcing (FAO) +2 services

10% Business Consulting

10% Financial Consulting

Celeste Business Advisors offers expert services in financial analysis, financial reporting, and developing comprehensive financial plans. Reviews highlight their meticulous project management, timely deliverables, and the profound expertise of their team, especially noting the exceptional guidance and support provided by their lead consultant. Their alignment with client values and goals further underscores their commitment to client success.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Education & Coaching Company

5.0 — Celeste Business Advisors devised a financial strategy for an education and coaching firm, which included the creation of supporting documents and the normalization of EBIDTA through reporting. Read more

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Felix Advisory Private Limited

4.0 1 review

Undisclosed

Undisclosed

250 - 999

Mumbai, India

Services provided

20% Accounting

60% Business Consulting

10% Funding & Investment +1 service

10% IT Strategy Consulting

Felix Advisory Private Limited offers comprehensive services including direct and indirect tax advisory, business consulting, and GST consulting. The overall feedback highlights their expertise in tax matters, timely project delivery, and strong client communication. Clients appreciate their ownership and accountability, making them a reliable partner for financial and tax-related projects.

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QuatrroBSS

4.1 5 reviews

Undisclosed

Undisclosed

1,000 - 9,999

Thane, India

Services provided

55% Accounting

20% BI & Big Data Consulting & SI

20% Finance & Accounting Outsourcing (FAO) +1 service

5% Back Office Outsourcing

QuatrroBSS offers a range of back-office services including billing, payroll, data processing, and customer service. Reviews highlight the company's ability to save clients time and money, and their efficient, reliable service. Clients appreciate QuatrroBSS’s technical support and timely delivery of quality work, though some suggest improvements in customer response times.

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Saint Augustine, Florida (1)

Charlotte, North Carolina (1)

Morristown, Tennessee (1)

Houston, Texas (1)

Fountain Valley, California (1)

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Reviews mention Unique expertise

QuatrroBSS demonstrates unique expertise in back office services, particularly in billing and payroll automation. Clients have noted their reliability and efficiency, with one remarking that Quatrro saves them $77,000 monthly while handling 20 hours of work. Their strong technical support and reputation as a global leader further reinforce their specialized capabilities, although there is room for improvement in customer response times.

Billing and Payroll Services for Business Services Firm

4.5 Nov 2, 2017

They have a good reputation and provide good technical support. Quattro handles billing automation efficiently.

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Reviews mention Puts the customer first

Clients express strong satisfaction with QuatrroBSS's customer-first approach, noting their commitment to creating a positive work experience. One client highlighted that QuatrroBSS is focused on collaboration rather than merely financial gain, stating, 'They want to work with our company. It's not just about the money.' Overall, the sentiment reflects a deep appreciation for the company's dedication to customer service, with clients reporting significant time and cost savings.

Payment Processing for Life Sciences Firm

5.0 Aug 23, 2017

They work with you to create a good work experience. They want to work with our company. It's not just about the money.

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IRIS Business Services Ltd

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Navi Mumbai, India

Services provided

100% Financial Advising & Planning

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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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

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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Treelife

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Mumbai, India

Services provided

35% Accounting

35% Corporate Law

30% Financial Advising & Planning

Treelife is an Accounting company. The Mumbai, India-based company was founded in 2015. Their team specializes in Accounting and Corporate Law.
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Sharp HRD Services

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Mira Bhayandar, India

Services provided

30% Accounting

50% HR Consulting

20% Corporate Training & Coaching

HR Consulting company Sharp HRD Services is headquartered in Mira Bhayandar, India. Established in 2000, the team offers HR Consulting and Accounting.
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AKM Global

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Mumbai, India

Services provided

20% Accounting

20% Employer of Record (EOR) Services

20% Finance & Accounting Outsourcing (FAO) +6 services

10% Business Consulting

10% Business Valuation Services

5% AI Consulting

5% Back Office Outsourcing

5% Compliance Consulting

5% Fractional CFO Services

AKM Global is a Gurugram, India-based Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 1981.
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infinzi

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Mumbai, India

Services provided

45% Accounting

15% Business Consulting

15% Web Development +5 services

10% Digital Strategy

4% HR Consulting

4% HR Outsourcing

4% Recruiting

3% Staffing

Headquartered in Mumbai, India, infinzi is an Accounting company. Their services include Accounting and Web Development.
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CFO SERVICES LLP

Not yet reviewed

$5,000+

$25 - $49 / hr

50 - 249

Thane, India

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Financial Advising & Planning +2 services

15% Business Consulting

10% Financial Consulting

CFO SERVICES LLP is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting and is in Thane, India and Mumbai, India.
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KD Practice Consulting Private Limited

4.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Mira Bhayandar, India

Services provided

10% Accounting

40% Business Consulting

30% Logistics & Supply Chain Consulting +2 services

10% Finance & Accounting Outsourcing (FAO)

10% Financial Consulting

KD Practice Consulting Private Limited offers services in internal auditing, financial control mapping, and internal processes mapping. Their reviews highlight their proactive approach, timely delivery, and the quality of their suggestions for process improvements. Clients appreciate their excellent planning skills and their eagerness to deliver results.

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Viaante Business Solutions

Not yet reviewed

$1,000+

Undisclosed

250 - 999

Mumbai, India

Services provided

10% Accounting

10% AI Consulting

10% Back Office Outsourcing +8 services

10% Call Center Services

10% Custom Software Development

10% Customer Service Outsourcing

10% Finance & Accounting Outsourcing (FAO)

10% Financial Consulting

10% Web Development

5% E-Commerce Development

5% Mobile App Development

Viaante Business Solutions , a software development firm, was launched in 2011. Headquartered in Mumbai, India and Mumbai, India, the team focuses on Custom Software Development and Web Development.
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Aegon Life

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Mumbai, India

Services provided

100% Insurance Services & Brokers

Aegon Life, an Insurance Services & Brokers company, was founded in 2004. The team provides Insurance Services & Brokers and is based in Mumbai, India.
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PropertyCloud Realty Specifier pvt ltd

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Mumbai, India

Services provided

50% Commercial Brokerage Services

50% Insurance Services & Brokers

PropertyCloud Realty Specifier pvt ltd is a Commercial Brokerage Services and Insurance Services & Brokers company. Their team offers Commercial Brokerage Services.
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YourDailyTask

Not yet reviewed

$1,000+

< $25 / hr

50 - 249

Mumbai, India

Services provided

10% Accounting

40% Back Office Outsourcing

10% Customer Service Outsourcing +4 services

10% Email Marketing

10% Search Engine Optimization

10% Social Media Marketing

10% Web Design

YourDailyTask is a Back Office Outsourcing company in Mumbai, India. Their services include Back Office Outsourcing and Accounting.
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Choice India

Not yet reviewed

$1,000+

$25 - $49 / hr

250 - 999

Mumbai, India

Services provided

80% Commercial Financing

20% Financial Advising & Planning

Choice India is a Commercial Financing company. The Mumbai, India-based agency was launched in 2010. Their team focuses on Commercial Financing and Financial Advising & Planning.
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Datamatics Business Solutions Inc

Not yet reviewed

$5,000+

$50 - $99 / hr

1,000 - 9,999

Mumbai, India

Services provided

10% Accounting

20% Direct Marketing

20% Finance & Accounting Outsourcing (FAO) +6 services

15% Back Office Outsourcing

10% Email Marketing

10% Market Research

5% Event Marketing

5% Marketing Strategy

5% Other Marketing

Finance & Accounting Outsourcing (FAO) company Datamatics Business Solutions Inc focuses on Finance & Accounting Outsourcing (FAO) and Direct Marketing. They were founded in 1982.
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Arihant Capital

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Mumbai, India

Services provided

35% Funding & Investment

25% Financial Consulting

25% Insurance Services & Brokers +1 service

15% Commercial Financing

Founded in 1992, Arihant Capital is a small Funding & Investment company. Their services include Funding & Investment and Insurance Services & Brokers.
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CA Mitesh and Associates

5.0 1 review

$1,000+

$50 - $99 / hr

50 - 249

Mumbai, India

Services provided

30% Accounting

30% Tax Law

20% Back Office Outsourcing +2 services

10% Finance & Accounting Outsourcing (FAO)

10% IT Staff Augmentation

CA Mitesh and Associates offers comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. Their reviews highlight a commitment to deadlines, thoughtful solutions, and excellent communication. Clients appreciate their cost-effective pricing and commend their ability to tailor services to specific needs, with no areas of improvement noted, indicating a high level of satisfaction.

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Taxcom

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Mumbai, India

Services provided

100% Accounting

Taxcom is an Accounting company. The Mumbai, India-based firm was established in 2009. Their team focuses on Accounting.
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Mynd Integrated Solutions Pvt. Ltd.

Not yet reviewed

$1,000+

< $25 / hr

1,000 - 9,999

Mumbai, India

Services provided

10% Accounting

35% Business Consulting

30% HR Outsourcing +1 service

25% Finance & Accounting Outsourcing (FAO)

Business Consulting company Mynd Integrated Solutions Pvt. Ltd. Was established in 2002. The team specializes in Business Consulting and HR Outsourcing.
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Contetra Private Limited

Not yet reviewed

$1,000+

< $25 / hr

50 - 249

Mumbai, India

Services provided

20% Corporate Training & Coaching

20% ERP Consulting and SI

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Financial Advising & Planning

20% Financial Consulting

Contetra Private Limited is a Mumbai, India-based ERP consulting and SI company. The team offers ERP consulting and SI and Finance & Accounting Outsourcing (FAO).
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Bashmakh & Co (Chartered Accountants)

4.5 1 review

Undisclosed

Undisclosed

2 - 9

Mira Bhayandar, India

Services provided

100% Accounting

Bashmakh & Co (Chartered Accountants) offers comprehensive services, including GST consulting, tax preparation, and financial reporting. Reviews consistently highlight the firm's prompt service delivery and effective communication, particularly through dedicated account management. Clients appreciate their on-time, monthly service provision and high responsiveness.

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INMACS Management Services Limited

Not yet reviewed

$1,000+

< $25 / hr

50 - 249

Mumbai, India

Services provided

50% Accounting

10% Business Consulting

10% Corporate Training & Coaching +3 services

10% Finance & Accounting Outsourcing (FAO)

10% Financial Consulting

10% HR Consulting

INMACS Management Services Limited is an Accounting company in New Delhi, India and Gurugram, India. The team focuses on Accounting and Corporate Training & Coaching.
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Jordensky

Not yet reviewed

Undisclosed

< $25 / hr

10 - 49

Mumbai, India

Services provided

80% Accounting

10% Funding & Investment

10% Tax Law

Jordensky is an Accounting company. Their small team of employees is located in Mumbai, India. Their team provides Accounting and Tax Law.
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UJA

Not yet reviewed

$25,000+

Undisclosed

50 - 249

Mumbai, India

Services provided

10% Accounting

10% Bankruptcy Law

10% Business Consulting +8 services

10% Corporate Law

10% Finance & Accounting Outsourcing (FAO)

10% Finance Law

10% Intellectual Property Law

10% Market Research

10% Tax Law

5% Immigration Law

5% Labor & Employment Law

Established in 2006, UJA is a midsize Market Research company. Their team focuses on Market Research and Business Consulting.
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Leaping Frog Solutions

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Navi Mumbai, India

Services provided

10% Accounting

10% BI & Big Data Consulting & SI

10% Business Consulting +9 services

10% CRM Consulting and SI

10% Cloud Consulting & SI

10% ERP Consulting and SI

10% IT Managed Services

10% Mobile App Development

5% Cybersecurity

5% Financial Advising & Planning

5% Other Application Development

5% Other IT Consulting and SI

Launched in 2012, Leaping Frog Solutions is a business intelligence company. Their services include BI & big data consulting & SI and cloud consulting & SI.
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Secure Finance

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Mumbai, India

Services provided

100% Financial Advising & Planning

Secure Finance is a Financial Advising & Planning company established in 2015. Headquartered in Mumbai, India, the team provides Financial Advising & Planning.
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CFO Bridge

Not yet reviewed

$5,000+

$50 - $99 / hr

250 - 999

Mumbai, India

Services provided

20% Accounting

20% Commercial Financing

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Funding & Investment

CFO Bridge is a Commercial Financing company. The midsize Mumbai, India-based team provides Commercial Financing and Accounting. The company was founded in 2012.
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Knight Fintech

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Mumbai, India

Services provided

50% Accounting

50% Financial Advising & Planning

Knight Fintech is an Accounting and Financial Advising & Planning company established in 2019. The agency offers Accounting and Financial Advising & Planning.
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EPITOME RESEARCH & BUSINESS SOLUTIONS LTD

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

Mumbai, India

Services provided

10% Accounting

30% Customer Service Outsourcing

20% Back Office Outsourcing +4 services

15% Call Center Services

15% Funding & Investment

5% Finance & Accounting Outsourcing (FAO)

5% HR Outsourcing

EPITOME RESEARCH & BUSINESS SOLUTIONS LTD is a Customer Service Outsourcing company. The Mumbai, India-based agency offers Customer Service Outsourcing and Back Office Outsourcing.
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Vijay R Singh & Co.

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Mumbai, India

Services provided

10% Accounting

50% Finance & Accounting Outsourcing (FAO)

30% Compliance Consulting +1 service

10% Financial Consulting

Vijay R Singh & Co. Is a Finance & Accounting Outsourcing (FAO) company. Headquartered in Mumbai, India, the team focuses on Finance & Accounting Outsourcing (FAO) and Compliance Consulting.
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S N & Co.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Mumbai, India

Services provided

75% Accounting

25% Business Consulting

S N & Co. Is an Accounting company launched in 2008. Their team provides Accounting and Business Consulting.
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GarageWorks

Not yet reviewed

$5,000+

< $25 / hr

2 - 9

Mumbai, India

Services provided

100% Insurance Services & Brokers

GarageWorks is an Insurance Services & Brokers company. They are headquartered in Pune, India and Mumbai, India. Their team provides Insurance Services & Brokers.
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Whitespace Consultancy Pvt. Ltd

Not yet reviewed

Undisclosed

$25 - $49 / hr

10 - 49

Mumbai, India

Services provided

60% Accounting

20% Tax Law

10% Business Consulting +1 service

10% Financial Advising & Planning

Accounting company Whitespace Consultancy Pvt. Ltd is headquartered in Mumbai, India. The team provides Accounting and Tax Law.
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TrustPlutus

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Mumbai, India

Services provided

70% Financial Advising & Planning

30% Commercial Financing

Established in 2010, TrustPlutus is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
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Choice Connect

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Mumbai, India

Services provided

50% Corporate Training & Coaching

50% Insurance Services & Brokers

Launched in 2018, Choice Connect is a Corporate Training & Coaching and Insurance Services & Brokers company. Their services include Corporate Training & Coaching and Insurance Services & Brokers.
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DgNote Technologies Pvt. ltd.

Not yet reviewed

$10,000+

$100 - $149 / hr

50 - 249

Mumbai, India

Services provided

100% Insurance Services & Brokers

DgNote Technologies Pvt. Ltd., an Insurance Services & Brokers company, was founded in 2014. The agency focuses on Insurance Services & Brokers.
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RiSiKo Consulting LLP

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Mumbai, India

Services provided

20% Accounting

20% Compliance Consulting

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Fractional CFO Services

20% Tax Law

RiSiKo Consulting LLP is a Finance & Accounting Outsourcing (FAO) company. They were founded in 2014 and focus on Finance & Accounting Outsourcing (FAO) and Accounting.
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Practus

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Mumbai, India

Services provided

30% Business Consulting

30% Financial Consulting

20% Compliance Consulting +1 service

20% Financial Advising & Planning

Practus is a midsize Business Consulting company in Mumbai, India. The team focuses on Business Consulting and Financial Consulting.
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Wisecor services private limited

Not yet reviewed

$5,000+

$50 - $99 / hr

50 - 249

Mumbai, India

Services provided

20% Accounting

20% Business Consulting

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Financial Consulting

20% HR Outsourcing

Wisecor services private limited is a Business Consulting company headquartered in Mumbai, India and Thane, India. The team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
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S C Mehra & Associates LLP

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Mumbai, India

Services provided

50% Accounting

25% Business Consulting

25% HR Consulting

S C Mehra & Associates LLP is a midsize Accounting company. They offer Accounting and Business Consulting and were established in 1987.
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Rounak Jain & Associates

Not yet reviewed

$10,000+

Undisclosed

2 - 9

Thane, India

Services provided

40% Accounting

15% Business Consulting

15% Tax Law +3 services

10% Corporate Law

10% Finance Law

10% Financial Advising & Planning

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.
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CFOSME Corporate Services Pvt. Ltd.

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Mumbai, India

Services provided

20% Accounting

50% Fractional CFO Services

30% Financial Consulting

CFOSME Corporate Services Pvt. Ltd. Is a Fractional CFO Services company. The agency is headquartered in Mumbai, India. Their services include Fractional CFO Services and Financial Consulting.
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Wealthsane

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Thane, India

Services provided

20% Accounting

20% Financial Advising & Planning

20% Financial Consulting +2 services

20% Insurance Services & Brokers

20% Tax Law

Accounting company Wealthsane was founded in 2017. The firm provides Accounting and Financial Advising & Planning, and is small.
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Legal Dalal

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Mumbai, India

Services provided

20% Business Valuation Services

20% Compliance Consulting

20% Financial Advising & Planning +2 services

20% Intellectual Property Law

20% Tax Law

Legal Dalal is a Financial Advising & Planning company. They are located in Mumbai, India, and their services include Financial Advising & Planning and Tax Law.
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Ivy India Ventures

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Mumbai, India

Services provided

20% Accounting

20% Business Consulting

20% IT Staff Augmentation +4 services

10% Financial Consulting

10% Logistics & Supply Chain Consulting

10% Market Research

10% Warehousing & Distribution

Ivy India Ventures is an Accounting company based in Mumbai, India. The team specializes in Accounting and Business Consulting.
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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 Polestar Solutions & Services

2 Brego Business

3 TopSource Worldwide - India

4 Celeste Business Advisors

5 Felix Advisory Private Limited

6 QuatrroBSS

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. 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 6 Mumbai Financial Services Companies

Polestar Solutions & Services

$5,000+

$25 - $49 / hr

250 - 999

Mumbai, India

Ability to deliver

32.4/40.0

15.6/20 Reviews

7.6/10 Clients & Experience

9.2/10 Market Presence

Service focus

10% Financial Advising & Planning

90% Other

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Brego Business

$1,000+

$50 - $99 / hr

50 - 249

Mumbai, India

Ability to deliver

28.9/40.0

16.2/20 Reviews

6.7/10 Clients & Experience

6/10 Market Presence

Service focus

15% Financial Advising & Planning

85% Other

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TopSource Worldwide - India

$1,000+

< $25 / hr

50 - 249

Mumbai, India

Ability to deliver

25.8/40.0

16.2/20 Reviews

3.8/10 Clients & Experience

5.7/10 Market Presence

Service focus

80% Accounting

20% Other

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Celeste Business Advisors

Undisclosed

< $25 / hr

2 - 9

Mumbai, India

Ability to deliver

22.5/40.0

16.2/20 Reviews

1.3/10 Clients & Experience

4.9/10 Market Presence

Service focus

10% Accounting

55% Financial Advising & Planning

35% Other

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Felix Advisory Private Limited

Undisclosed

Undisclosed

250 - 999

Mumbai, India

Ability to deliver

20.2/40.0

13/20 Reviews

1/10 Clients & Experience

6.1/10 Market Presence

Service focus

20% Accounting

80% Other

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QuatrroBSS

Undisclosed

Undisclosed

1,000 - 9,999

Thane, India

Ability to deliver

19.4/40.0

13.2/20 Reviews

0.7/10 Clients & Experience

5.5/10 Market Presence

Service focus

55% Accounting

45% Other

View Profile Visit Website
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

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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% Other

View Profile Visit Website
Treelife

Undisclosed

Undisclosed

10 - 49

Mumbai, India

Ability to deliver

8.3/40.0

0/20 Reviews

2.1/10 Clients & Experience

6.2/10 Market Presence

Service focus

35% Accounting

30% Financial Advising & Planning

35% Other

View Profile Visit Website
Sharp HRD Services

Undisclosed

Undisclosed

50 - 249

Mira Bhayandar, India

Ability to deliver

7.9/40.0

0/20 Reviews

3/10 Clients & Experience

4.9/10 Market Presence

Service focus

30% Accounting

70% Other

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AKM Global

Undisclosed

Undisclosed

250 - 999

Mumbai, India

Ability to deliver

7.5/40.0

0/20 Reviews

0/10 Clients & Experience

7.5/10 Market Presence

Service focus

20% Accounting

80% Other

View Profile Visit Website
infinzi

$1,000+

$25 - $49 / hr

50 - 249

Mumbai, India

Ability to deliver

7.1/40.0

0/20 Reviews

1.8/10 Clients & Experience

5.3/10 Market Presence

Service focus

45% Accounting

55% Other

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CFO SERVICES LLP

$5,000+

$25 - $49 / hr

50 - 249

Thane, India

Ability to deliver

6.7/40.0

0/20 Reviews

1.8/10 Clients & Experience

4.9/10 Market Presence

Service focus

25% Accounting

25% Financial Advising & Planning

50% Other

View Profile Visit Website
KD Practice Consulting Private Limited

$1,000+

$25 - $49 / hr

10 - 49

Mira Bhayandar, India

Ability to deliver

18.2/40.0

13/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

10% Accounting

90% Other

View Profile Visit Website
Viaante Business Solutions

$1,000+

Undisclosed

250 - 999

Mumbai, India

Ability to deliver

6.2/40.0

0/20 Reviews

0/10 Clients & Experience

6.2/10 Market Presence

Service focus

10% Accounting

90% Other

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Aegon Life

Undisclosed

Undisclosed

10 - 49

Mumbai, India

Ability to deliver

5.8/40.0

0/20 Reviews

0/10 Clients & Experience

5.8/10 Market Presence

Service focus

100% Insurance Services & Brokers

View Profile Visit Website
PropertyCloud Realty Specifier pvt ltd

Undisclosed

Undisclosed

50 - 249

Mumbai, India

Ability to deliver

5.8/40.0

0/20 Reviews

0/10 Clients & Experience

5.8/10 Market Presence

Service focus

50% Insurance Services & Brokers

50% Other

View Profile Visit Website
YourDailyTask

$1,000+

< $25 / hr

50 - 249

Mumbai, India

Ability to deliver

5.8/40.0

0/20 Reviews

0.6/10 Clients & Experience

5.2/10 Market Presence

Service focus

10% Accounting

90% Other

View Profile Visit Website
Choice India

$1,000+

$25 - $49 / hr

250 - 999

Mumbai, India

Ability to deliver

5.7/40.0

0/20 Reviews

0/10 Clients & Experience

5.7/10 Market Presence

Service focus

20% Financial Advising & Planning

80% Other

View Profile Visit Website
Datamatics Business Solutions Inc

$5,000+

$50 - $99 / hr

1,000 - 9,999

Mumbai, India

Ability to deliver

5.6/40.0

0/20 Reviews

0/10 Clients & Experience

5.6/10 Market Presence

Service focus

10% Accounting

90% Other

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Arihant Capital

Undisclosed

Undisclosed

10 - 49

Mumbai, India

Ability to deliver

5.6/40.0

0/20 Reviews

0/10 Clients & Experience

5.6/10 Market Presence

Service focus

25% Insurance Services & Brokers

75% Other

View Profile Visit Website

Top Financial Services Firms in Mumbai

List of the Top Mumbai Financial Services Companies

Reviews mention Unique expertise

Bookkeeping & Record-Keeping Assistance for Accounting Firm

Reviews mention High-quality work

Recruitment Services for Manufacturing Company

Staff Recruitment for Startup Incubator & Accelerator

Data Verification for Tech Company

Reviews mention Experienced

B2B Phone Sales Team Dev & Mgmt for VoIP Telecom Provider

Reviews mention Knowledgeable

Marketing Strategy & Website Design for Bank

Reviews mention Creative

Marketing Strategy & Website Design for Bank

Reviews mention Collaborative

Rebranding, Website Design, & SEO for Bank

Reviews mention Professional

Staff Aug. & Data System for Insurance Provider

Complex Dataset Integration for Hummus Producer

Data Application Management for Telecommunications Company

Big Data Analytics for Digital Risk Management Company

Reviews mention Great project management

Dashboard Configuration for Global IT Firm

Reviews mention Communicative

Complex Dataset Integration for Hummus Producer

BI Consulting for Ice Manufacturing Company

Reviews mention Timely

Staff Aug. & Data System for Insurance Provider

Complex Dataset Integration for Hummus Producer

Data Application Management for Telecommunications Company

Big Data Analytics for Digital Risk Management Company

Accounting Services & PPC & SEO Campaigns for Digital Agency

Reviews mention High-quality work

Accounting Services & PPC & SEO Campaigns for Digital Agency

Accounting Services for Education & Coaching Company

Reviews mention Unique expertise

Billing and Payroll Services for Business Services Firm

Reviews mention Puts the customer first

Payment Processing for Life Sciences Firm

Get closer to kicking off your next project today

List of the Top 6 Mumbai Financial Services Companies