Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in India

RevenueBase identified 603 401k plan advisors headquartered in India as of September 2026 and tracks 2,286 professional contacts across them, including 268 with verified work emails. Mumbai is the largest hub.

This list covers 401k plan advisors headquartered in India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
603Companies
2,286Contacts tracked
268Verified emails
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The 25 largest 401k plan advisors based in India

Ranked by team size
Top 25 of 603 401k plan advisors based in India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceGuwahati, IndiaHQ checked Sep 19, 202651-20057 contacts →

Indirect evidence

“Finedge Services is now Trustner.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202651-20048 contacts →

Indirect evidence

“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceChennai, IndiaHQ checked Sep 19, 202651-20048 contacts →

Partial evidence

“Wealth Advisors (India) Pvt.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceBengaluru, IndiaHQ checked Sep 19, 202611-5041 contacts →

Partial evidence

“Excelberg is a new financial advisory and consultancy firm based in Bangalore.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceAhmedabad, IndiaHQ checked Sep 19, 202611-5041 contacts →

Indirect evidence

“40 YEARS OF TOP - NOTCH SERVICE.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceNew Delhi, IndiaHQ checked Sep 19, 202611-5032 contacts →

Partial evidence

“Wealth Advisory

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceIndore, IndiaHQ checked Sep 19, 202611-5032 contacts →

Indirect evidence

“Your company deserves better valuation at every stage.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceKalyan, IndiaHQ checked Sep 19, 202651-20029 contacts →

Indirect evidence

“Nidhi Research Firm offers Investment advice, Financial planning, Tax consultation, Tax filling, Insurance consultation and Loan consultation.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceNavimumbai, IndiaHQ checked Sep 19, 2026201-50025 contacts →

Indirect evidence

“Mastermind Money Solutions Pvt Ltd is a growing syndication company promoted by group of Chartered Accountants having experience of more than a decade.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceMumbai, IndiaHQ checked Sep 19, 202611-5022 contacts →

Partial evidence

“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“House of Alpha (P) Ltd is a company in financial services industry based out of Mumbai.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceMumbai, IndiaHQ checked Sep 19, 20261-1020 contacts →

Indirect evidence

“Money Mantra offers a unique approach to helping individuals to reach financial success.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceBangalore, IndiaHQ checked Sep 19, 202611-5018 contacts →

Indirect evidence

“The financial industry is currently beset with conflict of interest and mis-selling of products; in this scenario, Mitraz was conceptualized to provide fee-based financial advice…”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceMumbai, IndiaHQ checked Sep 19, 20261-1017 contacts →

Partial evidence

“Red Mammoth is a Financial Advisory with its Management having over 30 Years of Global Business Experience in Multiple Verticals of Business and Industry.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“VND Wealth Pvt Ltd started stock broking in January 2004.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“First ever service portal to Bridge the gap between clients and companies.” Bewealthy- Your partner for life” BeWealthy Consultants Pvt.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceNoida, IndiaHQ checked Sep 19, 202651-20012 contacts →

Indirect evidence

“We give best financial advice to the clients”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceKolkata, IndiaHQ checked Sep 19, 202611-5012 contacts →

Partial evidence

“Established in 2012, Welcon Consulting LLP is a Kolkata based Professional Financial Planning & Advisory Firm offering fee based services and solutions to Individuals, Family…”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceGurgaon, IndiaHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“Catalyse Advisory, is a business consultancy and financial advisory firm with a specific focus on financial empowerment of our clients through a combination of deep domain…”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceKolkata, IndiaHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“We are a financial advisory firm, aiming to create tailor-made financial solutions for our clients.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidencePune, IndiaHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“Future Vista is helping clients manage all aspects of their personal investments and finances.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceMumbai, IndiaHQ checked Sep 19, 20261-1011 contacts →

Partial evidence

“We are a team of skilled professionals engaged in the business of advisory on personal finance.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceNavi Mumbai, IndiaHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“We are a team of well experienced professionals dedicated to provide an unbiased, transparent and finest investment solutions to both individual and institutional investors using…”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceNew Delhi, IndiaHQ checked Sep 19, 20261-1010 contacts →

Partial evidence

“Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 603 401k plan advisors based in India

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401k plan advisors based in India at a glance

As of Sep 19, 2026
11.7%Verified-email coverage
3.8Average contacts per company
1-10Median size (employees)
13.3%Largest-city concentration · Mumbai
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
415
11-50
157
51-200
21
201-500
7
10001+
2

Email recency for this list is measured worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 603 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in India whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside India are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 268 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

401k plan advisors by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan advisors are there based in India?

RevenueBase identified 603 401k plan advisors headquartered in India as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Trustner, headquartered in Guwahati, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

Mumbai leads with 80 headquartered companies, followed by Pune (38) and New Delhi (32).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 268 verified decision-maker contacts tracked across these 603 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.