Company lists · Data refreshed September 2026
Top 21 Asset and wealth management consulting firms based in Kolkata, India
RevenueBase identified 135 company matches for asset and wealth management consulting firms associated with Kolkata, India as of September 2026 and tracks 1,572 professional contacts across them, including 231 with verified work emails. Across India, Mumbai is the largest hub for this category (542 companies); Kolkata has 135.
This list covers company matches for asset and wealth management consulting firms associated with Kolkata, India, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 21 largest asset and wealth management consulting firms based in Kolkata, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 266 contacts → | ||||
Exact match “SMIFS Limited is a leading wealth management and financial services company with 33+ years of experience in helping investors, HNIs, corporates, and institutions build, grow, and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 128 contacts → | ||||
Exact match “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 34 contacts → | ||||
Exact match “Founded in 1990 by the Pachisia family, who have been active in capital markets since 1945, SKP Securities Ltd.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 32 contacts → | ||||
Exact match “Welcon Financials is a new generation enterprise free from legacy mindset, that strives to create win-win situation in both short and long term objectives.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 29 contacts → | ||||
Exact match “Dynamic Equities Pvt.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “Founded in 2010, Ontrust provides mid-market financial solutions across Investment Banking, Capital Markets, Wealth Services & PMS.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “Univesto is a leading financial group of company based in Kolkata, India, founded in 2015 and has two service providing company under it named as Univesto Financial Services LLP…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Founded by two ambitious brothers, Piyush Rakhecha laid the foundation in 2015, turning his stock market passion into a thriving wealth management firm while pursuing his MBA at…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “A complete financial Planning Boutique helping people better manage their savings since the year We help you to determine your goal and then assist you through the journey to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “AdroitPro Advisory Ventures India (P) Ltd.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Trust Capital is in the business of working with successful individuals, families, trusts and Corporate in helping them meet their financial goals; be it wealth creation or…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Your one stop shop for investing in any financial instrument with trust, guidance and above all - PERSONALISED SERVICE!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “SSR is an Independent Financial Planning and Wealth Management Company, specialising in providing client focused, integrity driven advice to individuals, trusts and businesses.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “At Richfield Fintech we offer Wealth Management Services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Tandy FinServ is a Family CFO practice for business families, founders, HNIs, NRIs and corporates.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Founded in 2019, Goldilocks Premium Research is India's Leading Technical Research firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “BrookStreet Advisory is a wealth management firm managing assets for private and institutional investors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Indcap, took wing with powerful, confident strokes in February 1992, and has rapidly built a significant competitive presence in the country.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Delego is derived from the word ‘Delegate’, which means to assign or appoint.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Daulat Wealth Management is a full-service, private wealth management service for India's new wealth creators.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 21 of 135 asset and wealth management consulting firms based in Kolkata, India
See the full list, filter by size, metro and specialty, and access 231 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Asset and wealth management consulting firms based in Kolkata, India at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Kolkata, so it is reported there. Company counts and contact totals on this page are exact for Kolkata, over 135 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Kolkata, India whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 231 professional contacts with verified work emails across the full matched dataset. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Asset and wealth management consulting firms by metro in India
- Asset and wealth management consulting firms in Mumbai542
- Asset and wealth management consulting firms in Bangalore226
- Asset and wealth management consulting firms in New Delhi203
- Asset and wealth management consulting firms in Pune200
- Asset and wealth management consulting firms in Ahmedabad127
- Asset and wealth management consulting firms in Gurgaon127
- Asset and wealth management consulting firms in Noida97
- Asset and wealth management consulting firms in Chennai89
- Asset and wealth management consulting firms in Delhi77
- Asset and wealth management consulting firms in Hyderabad77
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset and wealth management consulting firms are there based in Kolkata, India?
RevenueBase identified 135 company matches for asset and wealth management consulting firms associated with Kolkata, India as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Smifs Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in India has the most asset and wealth management consulting firms?
Mumbai leads India with 542 company records, followed by Bangalore (226) and New Delhi (203). Kolkata has 135.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 231 professional contacts with verified work emails tracked across these 135 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 135 asset and wealth management consulting firms based in Kolkata, India. Start with a free account, no credit card.
Download this list →Related lists
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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 SmartSearch, 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.
More company lists
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Company intelligence · public preview
Top 21 asset and wealth management consulting firms based in Kolkata, India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 135 matching company records for asset and wealth management consulting firms based in Kolkata, India, with 1,572 tracked contacts and 231 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 21 asset and wealth management consulting firms based in Kolkata, India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Smifs Limitedsmifs.comHQ: Kolkata, IndiaReported employees: 501-1,000 | Kolkata, India | 501-1,000 | Exact match | 266 contacts → |
“SMIFS Limited is a leading wealth management and financial services company with 33+ years of experience in helping investors, HNIs, corporates, and institutions build, grow, and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 128 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  SKP Securities LTDskpsecurities.comHQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 34 contacts → |
“Founded in 1990 by the Pachisia family, who have been active in capital markets since 1945, SKP Securities Ltd.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Welcon Financials PVT LTDwelfin.inHQ: Kolkata, IndiaReported employees: 51-200 | Kolkata, India | 51-200 | Exact match | 32 contacts → |
“Welcon Financials is a new generation enterprise free from legacy mindset, that strives to create win-win situation in both short and long term objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Dynamic Equities Pvt. LTDdynamiclevels.com HQ: Kolkata, IndiaReported employees: 51-200 | Kolkata, India | 51-200 | Exact match | 29 contacts → |
“Dynamic Equities Pvt.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Ontrust Capital Markets Private Limitedontrustcap.comHQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 18 contacts → |
“Founded in 2010, Ontrust provides mid-market financial solutions across Investment Banking, Capital Markets, Wealth Services & PMS.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Univesto Financial Services LLPunivesto.inHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 13 contacts → |
“Univesto is a leading financial group of company based in Kolkata, India, founded in 2015 and has two service providing company under it named as Univesto Financial Services LLP…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Rakhecha Finservrakhechafinserv.comHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 10 contacts → |
“Founded by two ambitious brothers, Piyush Rakhecha laid the foundation in 2015, turning his stock market passion into a thriving wealth management firm while pursuing his MBA at…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Bees Network LTDbees.inHQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 8 contacts → |
“A complete financial Planning Boutique helping people better manage their savings since the year We help you to determine your goal and then assist you through the journey to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Adroitpro Advisory Ventures India P LTDadroitadvisory.inHQ: Kolkata, IndiaReported employees: 51-200 | Kolkata, India | 51-200 | Exact match | 7 contacts → |
“AdroitPro Advisory Ventures India (P) Ltd.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Trust Capital LLPtrustcapital.inHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 3 contacts → |
“Trust Capital is in the business of working with successful individuals, families, trusts and Corporate in helping them meet their financial goals; be it wealth creation or…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Dover Financial Servicesdoverfinancialservices.netHQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 3 contacts → |
“Your one stop shop for investing in any financial instrument with trust, guidance and above all - PERSONALISED SERVICE!” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 3 contacts → |
“SSR is an Independent Financial Planning and Wealth Management Company, specialising in providing client focused, integrity driven advice to individuals, trusts and businesses.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Richfield Fintechrichfieldfintech.comHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 3 contacts → |
“At Richfield Fintech we offer Wealth Management Services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Tandy Finservtandyfinserv.comHQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 2 contacts → |
“Tandy FinServ is a Family CFO practice for business families, founders, HNIs, NRIs and corporates.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Goldilocks Premium Researchgoldilocksresearch.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 2 contacts → |
“Founded in 2019, Goldilocks Premium Research is India's Leading Technical Research firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Brookstreet Wealthbrookstreet.inHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 2 contacts → |
“BrookStreet Advisory is a wealth management firm managing assets for private and institutional investors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Indcap Advisors Pvt. LTDindcap.in HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 1 contacts → |
“Indcap, took wing with powerful, confident strokes in February 1992, and has rapidly built a significant competitive presence in the country.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Trustplutustrustplutus.comHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Delego Capitaldelegocapital.com HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 1 contacts → |
“Delego is derived from the word ‘Delegate’, which means to assign or appoint.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Daulat Wealth Managementdaulat.co.inHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 1 contacts → |
“Daulat Wealth Management is a full-service, private wealth management service for India's new wealth creators.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 135 company matches
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Asset and wealth management consulting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
135 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole India list rather than for Kolkata, so it is reported there. Company counts and contact totals on this page are exact for Kolkata, over 135 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset and wealth management consulting firms by metro in India
- Asset and wealth management consulting firms in Mumbai542
- Asset and wealth management consulting firms in Bangalore226
- Asset and wealth management consulting firms in New Delhi203
- Asset and wealth management consulting firms in Pune200
- Asset and wealth management consulting firms in Ahmedabad127
- Asset and wealth management consulting firms in Gurgaon127
- Asset and wealth management consulting firms in Noida97
- Asset and wealth management consulting firms in Chennai89
- Asset and wealth management consulting firms in Delhi77
- Asset and wealth management consulting firms in Hyderabad77
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset and wealth management consulting firms did RevenueBase find based in Kolkata, India?
The saved snapshot records 135 matching company records, 1,572 tracked contacts and 231 verified emails. The public preview displays 21 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
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Cite this list
RevenueBase Data Team. Top 21 asset and wealth management consulting firms based in Kolkata, India. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/india/kolkata.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
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Company intelligence · public preview
Top 21 asset and wealth management consulting firms based in Kolkata, India
RevenueBase records 135 matching company records for asset and wealth management consulting firms based in Kolkata, India, with 1,572 tracked contacts and 231 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 21 asset and wealth management consulting firms based in Kolkata, India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Smifs Limitedsmifs.com HQ: Kolkata, IndiaReported employees: 501-1,000 | Kolkata, India | 501-1,000 | Exact match | 266 contacts → |
“SMIFS Limited is a leading wealth management and financial services company with 33+ years of experience in helping investors, HNIs, corporates, and institutions build, grow, and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 128 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | SKP Securities LTDskpsecurities.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 34 contacts → |
“Founded in 1990 by the Pachisia family, who have been active in capital markets since 1945, SKP Securities Ltd.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Welcon Financials PVT LTDwelfin.in HQ: Kolkata, IndiaReported employees: 51-200 | Kolkata, India | 51-200 | Exact match | 32 contacts → |
“Welcon Financials is a new generation enterprise free from legacy mindset, that strives to create win-win situation in both short and long term objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Dynamic Equities Pvt. LTDdynamiclevels.com HQ: Kolkata, IndiaReported employees: 51-200 | Kolkata, India | 51-200 | Exact match | 29 contacts → |
“Dynamic Equities Pvt.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Ontrust Capital Markets Private Limitedontrustcap.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 18 contacts → |
“Founded in 2010, Ontrust provides mid-market financial solutions across Investment Banking, Capital Markets, Wealth Services & PMS.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Univesto Financial Services LLPunivesto.in HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 13 contacts → |
“Univesto is a leading financial group of company based in Kolkata, India, founded in 2015 and has two service providing company under it named as Univesto Financial Services LLP…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Rakhecha Finservrakhechafinserv.com HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 10 contacts → |
“Founded by two ambitious brothers, Piyush Rakhecha laid the foundation in 2015, turning his stock market passion into a thriving wealth management firm while pursuing his MBA at…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bees Network LTDbees.in HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 8 contacts → |
“A complete financial Planning Boutique helping people better manage their savings since the year We help you to determine your goal and then assist you through the journey to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Adroitpro Advisory Ventures India P LTDadroitadvisory.in HQ: Kolkata, IndiaReported employees: 51-200 | Kolkata, India | 51-200 | Exact match | 7 contacts → |
“AdroitPro Advisory Ventures India (P) Ltd.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Trust Capital LLPtrustcapital.in HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 3 contacts → |
“Trust Capital is in the business of working with successful individuals, families, trusts and Corporate in helping them meet their financial goals; be it wealth creation or…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Dover Financial Servicesdoverfinancialservices.net HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 3 contacts → |
“Your one stop shop for investing in any financial instrument with trust, guidance and above all - PERSONALISED SERVICE!” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 3 contacts → |
“SSR is an Independent Financial Planning and Wealth Management Company, specialising in providing client focused, integrity driven advice to individuals, trusts and businesses.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Richfield Fintechrichfieldfintech.com HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 3 contacts → |
“At Richfield Fintech we offer Wealth Management Services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Tandy Finservtandyfinserv.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 2 contacts → |
“Tandy FinServ is a Family CFO practice for business families, founders, HNIs, NRIs and corporates.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Goldilocks Premium Researchgoldilocksresearch.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 2 contacts → |
“Founded in 2019, Goldilocks Premium Research is India's Leading Technical Research firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Brookstreet Wealthbrookstreet.in HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 2 contacts → |
“BrookStreet Advisory is a wealth management firm managing assets for private and institutional investors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Indcap Advisors Pvt. LTDindcap.in HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 1 contacts → |
“Indcap, took wing with powerful, confident strokes in February 1992, and has rapidly built a significant competitive presence in the country.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Trustplutustrustplutus.com HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Delego Capitaldelegocapital.com HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 1 contacts → |
“Delego is derived from the word ‘Delegate’, which means to assign or appoint.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Daulat Wealth Managementdaulat.co.in HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 1 contacts → |
“Daulat Wealth Management is a full-service, private wealth management service for India's new wealth creators.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 135 company matches
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Asset and wealth management consulting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
135 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole India list rather than for Kolkata, so it is reported there. Company counts and contact totals on this page are exact for Kolkata, over 135 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset and wealth management consulting firms by metro in India
- Asset and wealth management consulting firms in Mumbai542
- Asset and wealth management consulting firms in Bangalore226
- Asset and wealth management consulting firms in New Delhi203
- Asset and wealth management consulting firms in Pune200
- Asset and wealth management consulting firms in Ahmedabad127
- Asset and wealth management consulting firms in Gurgaon127
- Asset and wealth management consulting firms in Noida97
- Asset and wealth management consulting firms in Chennai89
- Asset and wealth management consulting firms in Delhi77
- Asset and wealth management consulting firms in Hyderabad77
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset and wealth management consulting firms did RevenueBase find based in Kolkata, India?
The saved snapshot records 135 matching company records, 1,572 tracked contacts and 231 verified emails. The public preview displays 21 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 21 asset and wealth management consulting firms based in Kolkata, India. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/india/kolkata.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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