Company lists · Data refreshed September 2026

Top 25 Chartered financial planners based in New Delhi, India

Name: Chartered financial planners based in New Delhi, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 154 companies tracked

RevenueBase identified 154 chartered financial planners headquartered in New Delhi, India as of September 2026 and tracks 1,542 professional contacts across them, including 119 with verified work emails. Mumbai is the largest hub.

This list covers chartered financial planners headquartered in New Delhi, 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

154Companies

1,542Contacts tracked

119Verified emails

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The 25 largest chartered financial planners based in New Delhi, India

Ranked by team size

Top 25 of 154 chartered financial planners based in New Delhi, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	SPA Capital Services LTD	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	201-500	408 contacts →
	Partial evidence “Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Source: RevenueBase Database · checked Sep 19, 2026
2	SKI Capital Services Limited	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	51-200	58 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
3	SMC Investments And Advisors Limited	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1,001-5,000	46 contacts →
	Indirect evidence “SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Source: RevenueBase Database · checked Sep 19, 2026
4	Complete Circle Capital Pvt. LTD	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	51-200	44 contacts →
	Partial evidence “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Source: RevenueBase Database · checked Sep 19, 2026
5	Prospurts	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	32 contacts →
	Indirect evidence “Wealth Advisory” Source: RevenueBase Database · checked Sep 19, 2026
6	Private Bankers	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	25 contacts →
	Indirect evidence “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
7	Ingenetus Group	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Source: RevenueBase Database · checked Sep 19, 2026
8	Gcic Finserve	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
9	Invest Shoppe India LTD	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “Invest Shoppe is a wealth management and advisory company providing a unique blend of financial solutions to protect the future of the clients.” Source: RevenueBase Database · checked Sep 19, 2026
10	Candor Capital	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Source: RevenueBase Database · checked Sep 19, 2026
11	Unified Vision Wealth	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Source: RevenueBase Database · checked Sep 19, 2026
12	Marwah Financial	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.” Source: RevenueBase Database · checked Sep 19, 2026
13	Ideas2invest	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
14	Wealth Asia	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “We are a group of Investment professionals with average experience of 15 years, We are a Wealth Management company, where we provide value added services to our clients ranging…” Source: RevenueBase Database · checked Sep 19, 2026
15	Hareepatti	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Hareepatti is into financial advisory that works around taking individuals and corporate houses to the greener side of money.” Source: RevenueBase Database · checked Sep 19, 2026
16	Calibre Investments	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Calibre Investments is an organization specialising in Personal Financial Management.” Source: RevenueBase Database · checked Sep 19, 2026
17	Addwell Wealth	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	3 contacts →
	Indirect evidence “Addwell Wealth India PVT LTD is a Relationship-First and Tech-Enabled firm for HNIs that offers Personalised Wealth Management Solutions as per the client's goals.” Source: RevenueBase Database · checked Sep 19, 2026
18	4 ACE Financial Services	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	3 contacts →
	Partial evidence “At 4 Ace Financial Services, we are committed to empowering individuals and businesses with expert financial consultancy that drives sustainable growth and long-term success.” Source: RevenueBase Database · checked Sep 19, 2026
19	Finvriddhi Services Private Limited	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Welcome to Finvriddhi, where finance meets growth!” Source: RevenueBase Database · checked Sep 19, 2026
20	Konfyans Private Wealth LLP	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Konfyans Private Wealth (KPW) is a boutique investment and business advisory firm founded in 2013, managing investments across multiple asset classes, including private equity…” Source: RevenueBase Database · checked Sep 19, 2026
21	AJ Wealth And Financial Services	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Welcome to AJ FinWealth - We plan for your growth.” Source: RevenueBase Database · checked Sep 19, 2026
22	Greyman Advisors LLP	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Financing Your Future Navigating Your Taxes Your Success Our Expertise.” Source: RevenueBase Database · checked Sep 19, 2026
23	Himavan Wealth	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Himavan Wealth is a boutique financial services company.” Source: RevenueBase Database · checked Sep 19, 2026
24	Bluechip Capital Services Pvt. LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “Bluechip Capital made its entry as novice eager to reach the pinnacles of success.” Source: RevenueBase Database · checked Sep 19, 2026
25	NET Brokers	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “Net Brokers, a leading Delhi-based Wealth Management firm, carries an 80-year legacy with Mr.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: chartered financial planners. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names chartered financial planners.
Partial evidence: Its own public description names part of chartered financial planners, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name chartered financial planners. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 154 chartered financial planners based in New Delhi, India

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Chartered financial planners based in New Delhi, India at a glance

As of Sep 19, 2026

7.7%Verified-email coverage

10.0Average contacts per company

1-10Median size (employees)

242.9%Largest-city concentration · Mumbai

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 154 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 New Delhi, 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 New Delhi 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, 119 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

Chartered financial planners in Mumbai374
Chartered financial planners in Pune199
Chartered financial planners in New Delhi154
Chartered financial planners in Ahmedabad114
Chartered financial planners in Bangalore102
Chartered financial planners in Kolkata102
Chartered financial planners in Delhi79
Chartered financial planners in Chennai78
Chartered financial planners in Bengaluru76
Chartered financial planners in Hyderabad71
Chartered financial planners in Noida68
Chartered financial planners in Jaipur52
Chartered financial planners in Surat48
Chartered financial planners in Thane46
Chartered financial planners in Gurgaon36
Chartered financial planners in Gurugram33
Chartered financial planners in Vadodara33
Chartered financial planners in Indore32
Chartered financial planners in Navi Mumbai28
Chartered financial planners in Lucknow27
Chartered financial planners in Chandigarh25

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 New Delhi, India?

RevenueBase identified 154 chartered financial planners headquartered in New Delhi, 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?

SPA Capital Services LTD, headquartered in New Delhi, 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 119 verified decision-maker contacts tracked across these 154 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.