Company lists · Data refreshed November 2026

Top 25 Certified financial planners based in India

Name: Certified financial planners based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 4,173 companies tracked

RevenueBase identified 4,173 company matches for certified financial planners associated with India as of November 2026 and tracks 49,119 professional contacts across them, including 5,694 with verified work emails. Mumbai is the largest hub.

This list covers company matches for certified financial planners associated with 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 November 6, 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 Nov 6, 2026 How this list was built

4,173Companies

49,119Contacts tracked

5,694Verified emails

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The 25 largest certified financial planners based in India

Ranked by team size

Top 25 of 4,173 company matches for certified financial planners based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Bajaj Capital LTD	Exact match	Gurgaon, IndiaHQ recorded Nov 6, 2026	5,001-10,000	5,566 contacts →
	Exact match “For over six decades, Bajaj Capital has helped millions of Indians navigate life's most important financial decisions with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Bonanza Portfolio LTD	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	2,267 contacts →
	Exact match “Bonanza: Trusted Financial Partner for Over 30 Years Bonanza has been at the forefront of India’s financial services industry for over three decades, delivering excellence in…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	1,982 contacts →
	Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	1 Finance	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	201-500	1,032 contacts →
	Exact match “Most financial advice is built around products.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	PL Capital Group Prabhudas Lilladher	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	501-1,000	873 contacts →
	Exact match “PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Emkay Global Financial Services LTD	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	501-1,000	833 contacts →
	Exact match “Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Nuvama Group	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	489 contacts →
	Exact match “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	SPA Capital Services LTD	Exact match	New Delhi, IndiaHQ recorded Nov 6, 2026	201-500	433 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 · Nov 6, 2026 · View company records in RevenueBase
9	Admiral India	Exact match	Gurgaon, IndiaHQ recorded Nov 6, 2026	201-500	352 contacts →
	Exact match “We are a highly profitable and fast-growing financial services company employing more than people at our offices in the UK, Spain, Italy, France, USA, Canada and India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	NEO Wealth And Asset Management	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	501-1,000	317 contacts →
	Exact match “Neo Group is a new-age wealth, asset and risk management platform that aims to provide clients with unbiased investment solutions in a transparent and cost-efficient manner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Incred Wealth	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	201-500	313 contacts →
	Exact match “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	SSJ Finance & Securities	Exact match	Ahmedabad, IndiaHQ recorded Nov 6, 2026	201-500	279 contacts →
	Exact match “For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Fincart Financial Planners	Exact match	Noida, IndiaHQ recorded Nov 6, 2026	51-200	209 contacts →
	Exact match “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Parag Parikh Financial Advisory Services Limited	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	51-200	179 contacts →
	Exact match “Parag Parikh Financial Advisory Services Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Fintoo	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	51-200	167 contacts →
	Exact match “Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Analah	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	51-200	165 contacts →
	Exact match “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	MFA	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	51-200	138 contacts →
	Exact match “Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Growth Arrow Company	Exact match	Bangalore, IndiaHQ recorded Nov 6, 2026	11-50	133 contacts →
	Exact match “Growth Arrow is independent financial service domain.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Equirus Wealth	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	201-500	121 contacts →
	Exact match “Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Eastern Financiers LTD	Exact match	Kolkata, IndiaHQ recorded Nov 6, 2026	201-500	107 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 · Nov 6, 2026 · View company records in RevenueBase
21	Finnovate	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	11-50	102 contacts →
	Exact match “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Buglerock Capital	Exact match	Bangalore, IndiaHQ recorded Nov 6, 2026	51-200	100 contacts →
	Exact match “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	International Business Advisors	Exact match	Delhi, IndiaHQ recorded Nov 6, 2026	51-200	99 contacts →
	Exact match “We constitute a young team of path breaking professionals, who believe in creating value through innovation and creativity so as to provide ultimate client satisfaction.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Sunidhi Securities & Finance Limited	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	201-500	93 contacts →
	Exact match “Sunidhi Group was founded in the 1960s as a stock broking enterprise by Late Jasvantlal Parekh, Late Jayantilal Shah, and Late Dhirajlal Parekh.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Upwisery	Exact match	Hyderabad, IndiaHQ recorded Nov 6, 2026	11-50	88 contacts →
	Exact match “Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm.” Recorded in the RevenueBase company graph · Nov 6, 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 “certified financial planners”. 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 25 of 4,173 certified financial planners based in India

See the full list, filter by size, metro and specialty, and access 5,694 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Certified financial planners based in India at a glance

As of Nov 6, 2026

11.6%Verified-email coverage

11.8Average contacts per company

1-10Median size (employees)

14.6%Largest-city concentration · Mumbai

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

2,683

11-50

1,118

51-200

240

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 4,173 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 India whose business descriptions match “certified financial planners” 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 5,694 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 November 6, 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.

Certified financial planners by metro

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 “certified financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many certified financial planners are there based in India?

RevenueBase identified 4,173 company matches for certified financial planners associated with India as of November 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?

Bajaj Capital LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most certified financial planners?

Mumbai leads with 608 company records, followed by Pune (300) and Bangalore (293).

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 5,694 professional contacts with verified work emails tracked across these 4,173 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 November 6, 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.