Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Mumbai, India

RevenueBase identified 204 association financial advisory firms headquartered in Mumbai, India as of September 2026 and tracks 1,569 professional contacts across them, including 236 with verified work emails. Mumbai is the largest hub.

This list covers association financial advisory firms headquartered in Mumbai, 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
204Companies
1,569Contacts tracked
236Verified emails
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The 25 largest association financial advisory firms based in Mumbai, India

Ranked by team size
Top 25 of 204 association financial advisory firms based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: 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
1Strong evidenceMumbai, IndiaHQ checked Sep 19, 202651-200163 contacts →

Strong evidence

“Parag Parikh Financial Advisory Services Ltd.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-5056 contacts →

Indirect evidence

“Just Archon takes pride in providing the entire gamut of services, starting from advising on the type of funds up to actually getting the funds in your hands.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceMumbai, IndiaHQ checked Sep 19, 202611-5040 contacts →

Partial evidence

“Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 19, 2026n/a33 contacts →

Indirect evidence

“We, at M A R C K S, are a network of Firms committed in ensuring that our services are provided objectively, maintaining the highest ethical & professional standards with…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-5031 contacts →

Indirect evidence

“Ekvity, is a very unique fusion.”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceMumbai, IndiaHQ checked Sep 19, 202611-5023 contacts →

Strong evidence

“An independent financial advisory that was incorporated in 1994.”

Source: RevenueBase Database · checked Sep 19, 2026
7Strong evidenceMumbai, IndiaHQ checked Sep 19, 202611-5022 contacts →

Strong 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
8Strong evidenceMumbai, IndiaHQ checked Sep 19, 202611-5021 contacts →

Strong evidence

“We at SASP Advisors help businesses by providing right financial solutions in timely and proactive manner.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceMumbai, IndiaHQ checked Sep 19, 20261-1020 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceMumbai, IndiaHQ checked Sep 19, 202611-5020 contacts →

Partial 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
11Strong evidenceMumbai, IndiaHQ checked Sep 19, 202611-5019 contacts →

Strong evidence

“We are a financial investment advisory services brand, with strong experience and network in the field.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

“Do you have audacious money goals?”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceMumbai, IndiaHQ checked Sep 19, 20261-1017 contacts →

Strong 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
14Partial evidenceMumbai, IndiaHQ checked Sep 19, 202611-5014 contacts →

Partial evidence

“Company Overview: V R Wealth Advisors was founded in May 2008 in Mumbai.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect 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
16Indirect evidenceMumbai, IndiaHQ checked Sep 19, 20261-1013 contacts →

Indirect evidence

“EquiPoise Capital Management Pvt.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial 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
18Strong evidenceMumbai, IndiaHQ checked Sep 19, 202611-5010 contacts →

Strong evidence

“Orbit is an independent, unbiased financial advisory company.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceMumbai, IndiaHQ checked Sep 19, 20261-109 contacts →

Partial evidence

“Welcome to Blue Ocean Financial Services Pvt Ltd Blue Ocean Financial Services focuses on building wealth through financial planning and offering wealth management services to…”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“Welcome to Arthashastra Investments Pvt Ltd – Your Family CFO.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceMumbai, IndiaHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“VSK Financial Consultancy Services Pvt.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceMumbai, IndiaHQ checked Sep 19, 202611-508 contacts →

Partial evidence

“Welcome to Wealthness - Your Personal Mentor for Financial Well-being!”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceMumbai, IndiaHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
24Strong evidenceMumbai, IndiaHQ checked Sep 19, 202611-506 contacts →

Strong evidence

“Fundwise Financial Services, based out of Mumbai, provides financial advisory services to clients, targeting to maximize returns on Investments.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceMumbai, IndiaHQ checked Sep 19, 202651-2006 contacts →

Partial evidence

“HATUNDIA SECURITIES PRIVATE LIMITED is a Business Consulting and a Financial Services company based out of Antop Hill Ware Housing Complex, Unit No.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 204 association financial advisory firms based in Mumbai, India

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Association financial advisory firms based in Mumbai, India at a glance

As of Sep 19, 2026
15.0%Verified-email coverage
7.7Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Mumbai
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
131
11-50
61
51-200
8
201-500
3
501-1,000
1

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 204 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 association financial advisory firms, 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 Mumbai, India whose own description of what they do matches “association financial advisory firms”. 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 association financial advisory firms), 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 association financial advisory firms, and records with no verified work email. Companies headquartered outside Mumbai 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, 236 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.

Association financial advisory firms by metro in India

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 association financial advisory firms, 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 association financial advisory firms are there based in Mumbai, India?

RevenueBase identified 204 association financial advisory firms headquartered in Mumbai, 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?

Parag Parikh Financial Advisory Services Limited, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

Mumbai leads with 204 headquartered companies, followed by New Delhi (94) and Pune (94).

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 236 verified decision-maker contacts tracked across these 204 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.