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.
State Bank of India - Main Branch
Horniman Circle, Mumbai
India's largest public sector bank with full-service heritage branch in Fort.
Axis Bank Vashi
Sector 17, Navi Mumbai
Trusted private bank branch in Vashi offering retail and SME banking.
Bajaj Finserv
Nariman Point, Mumbai
Top NBFC offering consumer loans, EMI cards and investment products.
HDFC Bank
Lower Parel, Mumbai
India's largest private sector bank offering retail, corporate and digital banking.
ICICI Bank
BKC, Mumbai
Leading private bank with comprehensive retail and corporate banking services.
Muthoot Finance Kharghar
Kharghar, Navi Mumbai
A long-standing gold loan company in Kharghar, Muthoot Finance Kharghar serves customers from across Navi Mumbai who want quality without the guesswork. The core offering covers gold loans, money transfer, insurance, forex, and the team is comfortable handling both quick jobs and larger requirements. Expect honest timelines, itemised billing and staff who pick up the phone. Peak hours are evenings and weekends; mid-week slots are easier to grab. Public transport access from Kharghar is straightforward, and parking is available nearby.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
HDFC Bank Fort Branch
Fort, Mumbai
HDFC Bank Fort Branch is a well-known private sector bank in Fort, Mumbai, and a familiar name for locals who want the job done right the first time. The team is best known for savings accounts and home loans, backed by clear pricing and staff who actually explain your options before you commit. Weekday mornings are the quietest slot; weekends fill up fast, so a quick call ahead saves you a wait. Easy to reach from the Fort railway and bus corridors, with parking close by and a helpline that answers on the first attempt.
Zerodha Support Centre
Lower Parel, Mumbai
Zerodha Support Centre runs a stock broking service in Lower Parel, Mumbai, that locals recommend for one simple reason — it does what it promises. Services span demat account, equity trading, mutual funds and f&o, with pricing shared upfront. The team handles walk-ins where possible but prefers a quick booking during busy hours. If you are comparing options in Mumbai, this one is worth a shortlist for its service record and its central Lower Parel address with reliable access.
Kotak Mahindra Bank Malad
Malad West, Mumbai
Kotak Mahindra Bank Malad is a well-known private sector bank in Malad West, Mumbai, and a familiar name for locals who want the job done right the first time. The team is best known for salary accounts and loans, backed by clear pricing and staff who actually explain your options before you commit. Weekday mornings are the quietest slot; weekends fill up fast, so a quick call ahead saves you a wait. Easy to reach from the Malad West railway and bus corridors, with parking close by and a helpline that answers on the first attempt.
ICICI Bank BKC
BKC, Mumbai
Looking for a dependable private sector bank around BKC? ICICI Bank BKC has built its reputation in Mumbai on consistency — corporate banking, personal loans, forex and more, delivered without the usual runaround. Regulars mention the straightforward quotes, the trained team and the follow-up after service. The BKC location keeps it convenient for residents of nearby pockets as well, and appointments can usually be arranged the same week. Walk in, call, or book ahead for a preferred time slot.
Axis Bank Vashi
Vashi, Navi Mumbai
Looking for a dependable private sector bank around Vashi? Axis Bank Vashi has built its reputation in Navi Mumbai on consistency — savings accounts, home loans, business banking and more, delivered without the usual runaround. Regulars mention the straightforward quotes, the trained team and the follow-up after service. The Vashi location keeps it convenient for residents of nearby pockets as well, and appointments can usually be arranged the same week. Walk in, call, or book ahead for a preferred time slot.
Bajaj Finserv Andheri
Andheri East, Mumbai
A long-standing NBFC and lending branch in Andheri East, Bajaj Finserv Andheri serves customers from across Mumbai who want quality without the guesswork. The core offering covers personal loans, emi cards, business loans, insurance, and the team is comfortable handling both quick jobs and larger requirements. Expect honest timelines, itemised billing and staff who pick up the phone. Peak hours are evenings and weekends; mid-week slots are easier to grab. Public transport access from Andheri East is straightforward, and parking is available nearby.
State Bank of India Nariman Point
Nariman Point, Mumbai
State Bank of India Nariman Point, based in Nariman Point, Mumbai, is a public sector bank that keeps things practical: transparent rates, trained staff and turnaround times that hold up. Popular requests here include savings accounts, home loans and sme finance. First-time visitors get a proper consultation instead of a hard sell, and repeat customers get flexible scheduling. The address sits close to the main Nariman Point junction, which makes it a sensible pick for anyone commuting across Mumbai. Contact details and directions are listed below.
Angel One Nerul
Nerul, Navi Mumbai
Angel One Nerul runs a broking and advisory in Nerul, Navi Mumbai, that locals recommend for one simple reason — it does what it promises. Services span demat account, equity, mutual funds and advisory, with pricing shared upfront. The team handles walk-ins where possible but prefers a quick booking during busy hours. If you are comparing options in Navi Mumbai, this one is worth a shortlist for its service record and its central Nerul address with reliable access.
Bank of Baroda Belapur
Belapur, Navi Mumbai
Bank of Baroda Belapur, based in Belapur, Navi Mumbai, is a public sector bank that keeps things practical: transparent rates, trained staff and turnaround times that hold up. Popular requests here include accounts, msme loans and pension services. First-time visitors get a proper consultation instead of a hard sell, and repeat customers get flexible scheduling. The address sits close to the main Belapur junction, which makes it a sensible pick for anyone commuting across Navi Mumbai. Contact details and directions are listed below.
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.
