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Banking & Finance

Banks, NBFCs, wealth managers, CAs and financial advisors — credentials visible, conflicts disclosed.

From SEBI-registered investment advisors in BKC to neighbourhood CA firms in Andheri, Powai and Navi Mumbai — find money help with traceable registrations and clear specialisation.

What to check before you pick a banking & finance

Registration visible

SEBI RIA number, ICAI membership, CFP, IRDAI — displayed where the firm has shared it.

Fee or commission model

Fee-only, commission-based or hybrid — disclosed upfront so you know how they're paid.

Specialisation

Tax, NRI, wealth management, retirement, business loans, MSME — labelled so you skip the wrong call.

Direct line to advisor

Senior partner or principal advisor contact, not an aggregator queue.

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HDFC Bank

HDFC Bank

Lower Parel, Mumbai

India's largest private sector bank offering retail, corporate and digital banking.

Verified practice
State Bank of India - Main Branch

State Bank of India - Main Branch

Horniman Circle, Mumbai

India's largest public sector bank with full-service heritage branch in Fort.

Verified practice
Axis Bank Vashi

Axis Bank Vashi

Sector 17, Navi Mumbai

Trusted private bank branch in Vashi offering retail and SME banking.

Verified practice
Bajaj Finserv

Bajaj Finserv

Nariman Point, Mumbai

Top NBFC offering consumer loans, EMI cards and investment products.

Verified practice
ICICI Bank

ICICI Bank

BKC, Mumbai

Leading private bank with comprehensive retail and corporate banking services.

Verified practice
RBL Bank

RBL Bank

Lower Parel, Mumbai

RBL Bank is a new-age private bank located in Lower Parel, Mumbai. Known for savings and credit cards, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about RBL Bank on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
Yes Bank

Yes Bank

Lower Parel, Mumbai

Yes Bank is a private sector bank located in Lower Parel, Mumbai. Known for savings and business banking, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about Yes Bank on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
Union Bank of India

Union Bank of India

Nariman Point, Mumbai

Union Bank of India is a public sector bank located in Nariman Point, Mumbai. Known for savings and loans, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about Union Bank of India on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
Edelweiss Wealth

Edelweiss Wealth

Worli, Mumbai

Edelweiss Wealth is a wealth management located in Worli, Mumbai. Known for wealth management and mutual funds, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about Edelweiss Wealth on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
Punjab National Bank

Punjab National Bank

Fort, Mumbai

Punjab National Bank is a public sector bank located in Fort, Mumbai. Known for savings and loans, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about Punjab National Bank on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
Bank of Baroda

Bank of Baroda

Bandra Kurla Complex, Mumbai

Bank of Baroda is a public sector bank located in Bandra Kurla Complex, Mumbai. Known for savings and loans, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about Bank of Baroda on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
Kotak Mahindra Bank

Kotak Mahindra Bank

BKC, Mumbai

Kotak Mahindra Bank is a private sector bank located in BKC, Mumbai. Known for savings accounts and loans, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about Kotak Mahindra Bank on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
DBS Bank India

DBS Bank India

BKC, Mumbai

DBS Bank India is a digital first bank located in BKC, Mumbai. Known for digital savings and wealth, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about DBS Bank India on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
Bajaj Housing Finance

Bajaj Housing Finance

Lower Parel, Mumbai

Bajaj Housing Finance is a home loan specialist located in Lower Parel, Mumbai. Known for home loans and loan against property, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about Bajaj Housing Finance on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
IndusInd Bank

IndusInd Bank

Lower Parel, Mumbai

IndusInd Bank is a premium private bank located in Lower Parel, Mumbai. Known for personal banking and loans, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about IndusInd Bank on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
Standard Chartered

Standard Chartered

Lower Parel, Mumbai

Standard Chartered is a international private bank located in Lower Parel, Mumbai. Known for priority banking and loans, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about Standard Chartered on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
Motilal Oswal

Motilal Oswal

Andheri East, Mumbai

Motilal Oswal is a investment advisory located in Andheri East, Mumbai. Known for stock broking and pms, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about Motilal Oswal on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
Aditya Birla Capital

Aditya Birla Capital

One Indiabulls Centre, Mumbai

Aditya Birla Capital is a diversified finance located in One Indiabulls Centre, Mumbai. Known for personal loans and home loans, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about Aditya Birla Capital on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
HSBC India

HSBC India

Fort, Mumbai

HSBC India is a international bank located in Fort, Mumbai. Known for premier banking and loans, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about HSBC India on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted
LIC Housing Finance

LIC Housing Finance

Bandra East, Mumbai

LIC Housing Finance is a trusted home loan located in Bandra East, Mumbai. Known for home loans and loan against property, the team brings dependable service, transparent pricing and a customer-first approach. Whether you're a first-time visitor or a returning client, expect timely support, well-trained staff and offerings tailored to local needs across Mumbai. Discover more about LIC Housing Finance on LemmeSearch — your trusted Mumbai and Navi Mumbai business directory.

Submitted

About Banking & Finance in Mumbai & Navi Mumbai

Financial advice is a credential-first decision and Mumbai has the deepest concentration of CAs, SEBI RIAs, CFPs and wealth firms in the country. The discovery problem is real though — too many anonymous lead-aggregator listings, not enough surfacing of actual registrations, fee models and conflict disclosures.

Lemme Search prioritises listings that openly display their SEBI / ICAI / IRDAI credentials, disclose their fee or commission model, and route enquiries to the senior advisor — not a tele-calling floor. Whether you're filing your first ITR or restructuring an HNI portfolio, start with someone whose accountability is visible.

Frequently asked about banking & finance in the MMR

Q.Are listed advisors fiduciary / SEBI-registered?

We display SEBI RIA numbers where shared. Always verify independently before mandating an advisor — the SEBI website lists active RIAs.

Q.Can I find NRI-focused tax and FEMA specialists?

Yes — multiple CA firms and advisors in the MMR specialise in NRI tax, DTAA and FEMA. Filter by specialisation.

Q.Do you list MSME loan consultants?

Yes — independent loan consultants and DSA-registered firms covering MSME, working capital and home loans are listed.