Company lists · Data refreshed September 2026

Top 23 Asset and wealth management consulting firms based in New Delhi, India

Name: Asset and wealth management consulting firms based in New Delhi, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 203 companies tracked

RevenueBase identified 203 company matches for asset and wealth management consulting firms associated with New Delhi, India as of September 2026 and tracks 2,044 professional contacts across them, including 183 with verified work emails. Across India, Mumbai is the largest hub for this category (542 companies); New Delhi has 203.

This list covers company matches for asset and wealth management consulting firms associated with New Delhi, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

203Companies

2,044Contacts tracked

183Verified emails

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The 23 largest asset and wealth management consulting firms based in New Delhi, India

Ranked by team size

Top 23 of 203 company matches for asset and wealth management consulting firms based in New Delhi, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	SPA Capital Services LTD	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	201-500	408 contacts →
	Exact match “Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Biggpocket	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	51-200	66 contacts →
	Exact match “Unified Financial Growth Partner Tailored Solutions for Lending and Wealth Goals BiggPocket Fintech Pvt.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	SKI Capital Services Limited	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	51-200	58 contacts →
	Exact match “Established in 1987, SKI Capital Services is a premier financial services provider, focused on providing relationship-based advisory and a diverse range of financial products and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	SMC Investments And Advisors Limited	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	1,001-5,000	46 contacts →
	Exact match “SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Complete Circle Capital Pvt. LTD	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	51-200	44 contacts →
	Exact match “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Prospurts	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	32 contacts →
	Exact match “Wealth Advisory” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Private Bankers	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	25 contacts →
	Exact match “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Ganesh Stockinvest Private Limited	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	18 contacts →
	Exact match “Ganesh StockInvest Pvt.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Ingenetus Group	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	17 contacts →
	Exact match “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	3b Consulting Pvt. LTD	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	17 contacts →
	Exact match “3B Consulting Pvt Ltd is a professionally managed advisory company specialising in real estate services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Truemind Capital	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “We are a global Private Wealth Management firm helping individuals and families to build, preserve, and grow wealth based on their specific circumstances.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Taxpoint Global Private Limited	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “At Taxpoint, we work with senior professionals, business owners, and leaders operating at significant income and responsibility levels-where financial decisions are no longer…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Gcic Finserve	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “With an AUM of over ₹500 Cr and families served across the globe over three decades, GCIC Finserve has been a trusted partner in the financial journeys of individuals, families…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Invest Shoppe India LTD	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	10 contacts →
	Exact match “Invest Shoppe is a wealth management and advisory company providing a unique blend of financial solutions to protect the future of the clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Candor Capital	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match “Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Unified Vision Wealth	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	9 contacts →
	Exact match “We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Finval Research & Consultancy	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “FinVal Research & Consultancy is a boutique consulting firm focused on providing valuation services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Startup Spine	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	8 contacts →
	Exact match “Startup Spine is a professional firm that offers peer to peer solutions to a wide range of services, including – Accounting Services, Business Tax Planning Services and Business…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Marwah Financial	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Ideas2invest	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	11-50	6 contacts →
	Exact match “For over 10 years, we have helped individuals, families, NRIs, and corporates simplify financial complexities through a client-first approach built on trust, integrity, and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Trendlinez	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “We are an investment banking company who are a financial hub for all investment based solutions as well as corporate services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Green Turtle Finserv Private Limited	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “We are a Private Boutique Wealth Management firm founded by a team of seasoned ex bankers, with combined industry experience of close to 7 decades across Wealth Management, Asset…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Madhav Consultants Private Limited	Exact match	New Delhi, IndiaHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Madhav Consultants Private Limited (MCPL) is a premier strategy and business advisory firm offering specialised services in Private Equity, Syndication, M&A, Structured Finance…” 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 23 of 203 asset and wealth management consulting firms based in New Delhi, India

See the full list, filter by size, metro and specialty, and access 183 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 New Delhi, India at a glance

As of Sep 21, 2026

9.0%Verified-email coverage

10.1Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

104

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole India list rather than for New Delhi, so it is reported there. Company counts and contact totals on this page are exact for New Delhi, over 203 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 New Delhi, 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 183 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

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 New Delhi, India?

RevenueBase identified 203 company matches for asset and wealth management consulting firms associated with New Delhi, 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?

SPA Capital Services LTD 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).

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 183 professional contacts with verified work emails tracked across these 203 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.

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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.