Company lists · Data refreshed September 2026

Top 10 Chartered financial planners based in Chennai, India

RevenueBase identified 78 chartered financial planners headquartered in Chennai, India as of September 2026 and tracks 773 professional contacts across them, including 24 with verified work emails. Mumbai is the largest hub.

This list covers chartered financial planners headquartered in Chennai, 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
78Companies
773Contacts tracked
24Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 10 largest chartered financial planners based in Chennai, India

Ranked by team size
Top 10 of 78 chartered financial planners based in Chennai, India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to chartered financial planners: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceChennai, IndiaHQ checked Sep 19, 202651-20048 contacts →

Indirect evidence

“Wealth Advisors (India) Pvt.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceChennai, IndiaHQ checked Sep 19, 202611-5042 contacts →

Partial evidence

“An Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceChennai, IndiaHQ checked Sep 19, 20261-1014 contacts →

Partial evidence

“We provide customized financial planning and services to our client's needs to help them achieve their short and long-term financial goals whether it is in tax, mutual fund…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceChennai, IndiaHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“We at Dakshin Capital Private Limited believe that protection of your fund along with reasonable appreciation combined with liquidity is of prime importance and we try to enable…”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceChennai, IndiaHQ checked Sep 19, 20261-105 contacts →

Partial evidence

Financial Planning is not something you pick off a shelf.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceChennai, IndiaHQ checked Sep 19, 20261-104 contacts →

Partial evidence

Financial Feathers, established in 2016 by Padmaja Kaviseri, has grown to serve a diverse client base exceeding 450 individuals and businesses, managing assets under management…”

Source: RevenueBase Database · checked Sep 19, 2026
7Strong evidenceChennai, IndiaHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“We, at 4S Planners, are Independent Financial Advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceChennai, IndiaHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“At MyAssetsConsolidation.com, we're passionate about helping you unlock the potential of your money.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceChennai, IndiaHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“A Financial Planning and Investment Planning Firm”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceChennai, IndiaHQ checked Sep 19, 202611-501 contacts →

Partial evidence

“We are a new age advisory firm offering personal wealth management solutions for individuals and strategic financial solutions for corporates.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 10 of 78 chartered financial planners based in Chennai, India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 24 reachable decision-makers.

Free signup · no credit card

View the full list →

Chartered financial planners based in Chennai, India at a glance

As of Sep 19, 2026
3.1%Verified-email coverage
9.9Average contacts per company
1-10Median size (employees)
479.5%Largest-city concentration · Mumbai
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
57
11-50
12
51-200
6
201-500
2

Email recency for this list is measured across the whole India list rather than for Chennai, so it is reported there. Company counts and contact totals on this page are exact for Chennai, over 78 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 chartered financial planners, 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 Chennai, India whose own description of what they do matches “chartered financial planners”. 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 chartered financial planners), 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 chartered financial planners, and records with no verified work email. Companies headquartered outside Chennai 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, 24 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.

Chartered financial planners 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 chartered financial planners, 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 chartered financial planners are there based in Chennai, India?

RevenueBase identified 78 chartered financial planners headquartered in Chennai, 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?

Wealth Advisors India Pvt. LTD, headquartered in Chennai, tops this list with the largest team on record.

Which city has the most chartered financial planners?

Mumbai leads with 374 headquartered companies, followed by Pune (199) and New Delhi (154).

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 24 verified decision-maker contacts tracked across these 78 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.

Ready to reach these companies? Verified emails and direct dials for all 78 chartered financial planners based in Chennai, India. Start with a free account, no credit card.

Download this list →

Related lists

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.