Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in India

Name: Comprehensive financial planning firms based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 2,445 companies tracked

RevenueBase identified 2,445 comprehensive financial planning firms headquartered in India as of September 2026 and tracks 19,878 professional contacts across them, including 1,621 with verified work emails. Mumbai is the largest hub.

This list covers comprehensive financial planning firms headquartered in 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

2,445Companies

19,878Contacts tracked

1,621Verified emails

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The 25 largest comprehensive financial planning firms based in India

Ranked by team size

Top 25 of 2,445 comprehensive financial planning firms based in India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to comprehensive financial planning 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Nuvama Group	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1,001-5,000	448 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
2	Fincart Financial Planners	Indirect evidence	Noida, IndiaHQ checked Sep 19, 2026	51-200	226 contacts →
	Indirect evidence “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Source: RevenueBase Database · checked Sep 19, 2026
3	Analah	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	154 contacts →
	Indirect evidence “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Source: RevenueBase Database · checked Sep 19, 2026
4	Eastern Financiers LTD	Partial evidence	Kolkata, IndiaHQ checked Sep 19, 2026	201-500	128 contacts →
	Partial evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 19, 2026
5	Equirus Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	201-500	122 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
6	Finnovate	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	96 contacts →
	Partial evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 19, 2026
7	Incred Premier	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	86 contacts →
	Partial evidence “InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.” Source: RevenueBase Database · checked Sep 19, 2026
8	Deven Choksey	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	64 contacts →
	Indirect evidence “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Source: RevenueBase Database · checked Sep 19, 2026
9	Finwallet	Indirect evidence	Madurai, IndiaHQ checked Sep 19, 2026	11-50	62 contacts →
	Indirect evidence “Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.” Source: RevenueBase Database · checked Sep 19, 2026
10	The Financialist	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	61 contacts →
	Partial evidence “All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Source: RevenueBase Database · checked Sep 19, 2026
11	Rurash Financials Private Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	59 contacts →
	Partial evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 19, 2026
12	Epsilon Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	58 contacts →
	Indirect evidence “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Source: RevenueBase Database · checked Sep 19, 2026
13	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
14	International Money Matters PVT LTD	Strong evidence	Bangalore, IndiaHQ checked Sep 19, 2026	51-200	57 contacts →
	Strong evidence “Established in November 2001, we are a SEBI registered financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
15	Trustner	Indirect evidence	Guwahati, IndiaHQ checked Sep 19, 2026	51-200	57 contacts →
	Indirect evidence “Finedge Services is now Trustner.” Source: RevenueBase Database · checked Sep 19, 2026
16	I CAP Financial Services	Partial evidence	Bangalore, IndiaHQ checked Sep 19, 2026	11-50	51 contacts →
	Partial evidence “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Source: RevenueBase Database · checked Sep 19, 2026
17	Etica Wealth P LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	48 contacts →
	Indirect evidence “The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Source: RevenueBase Database · checked Sep 19, 2026
18	Wealth Advisors India Pvt. LTD	Indirect evidence	Chennai, IndiaHQ checked Sep 19, 2026	51-200	48 contacts →
	Indirect evidence “Wealth Advisors (India) Pvt.” Source: RevenueBase Database · checked Sep 19, 2026
19	SMC Investments And Advisors Limited	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1,001-5,000	46 contacts →
	Partial 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
20	Ffreedom Financial Planners	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	46 contacts →
	Indirect evidence “People dream & remain happy.” Source: RevenueBase Database · checked Sep 19, 2026
21	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
22	Shree Consultants	Partial evidence	Chennai, IndiaHQ checked Sep 19, 2026	11-50	42 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
23	Excelberg	Partial evidence	Bengaluru, IndiaHQ checked Sep 19, 2026	11-50	41 contacts →
	Partial evidence “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Source: RevenueBase Database · checked Sep 19, 2026
24	Goldmine Stocks PVT LTD	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 19, 2026	11-50	41 contacts →
	Indirect evidence “40 YEARS OF TOP - NOTCH SERVICE.” Source: RevenueBase Database · checked Sep 19, 2026
25	Anmol Share Broking Private Limited	Indirect evidence	Bangalore, IndiaHQ checked Sep 19, 2026	11-50	41 contacts →
	Indirect evidence “Building Wealth, Securing Futures.” 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: comprehensive financial planning firms. 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 comprehensive financial planning firms.
Partial evidence: Its own public description names part of comprehensive financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name comprehensive financial planning firms. 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 2,445 comprehensive financial planning firms based in India

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Comprehensive financial planning firms based in India at a glance

As of Sep 19, 2026

8.2%Verified-email coverage

8.1Average contacts per company

1-10Median size (employees)

13.3%Largest-city concentration · Mumbai

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

1,635

11-50

636

51-200

111

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 2,445 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 comprehensive financial planning 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 India whose own description of what they do matches “comprehensive financial planning 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 comprehensive financial planning 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 comprehensive financial planning firms, and records with no verified work email. Companies headquartered outside India 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, 1,621 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.

Comprehensive financial planning firms by metro

Comprehensive financial planning firms in Mumbai326
Comprehensive financial planning firms in Pune189
Comprehensive financial planning firms in New Delhi141
Comprehensive financial planning firms in Ahmedabad109
Comprehensive financial planning firms in Bangalore101
Comprehensive financial planning firms in Kolkata95
Comprehensive financial planning firms in Delhi70
Comprehensive financial planning firms in Hyderabad69
Comprehensive financial planning firms in Bengaluru67
Comprehensive financial planning firms in Chennai66
Comprehensive financial planning firms in Noida60
Comprehensive financial planning firms in Jaipur49
Comprehensive financial planning firms in Thane45
Comprehensive financial planning firms in Surat43
Comprehensive financial planning firms in Gurgaon35
Comprehensive financial planning firms in Vadodara32
Comprehensive financial planning firms in Gurugram30
Comprehensive financial planning firms in Indore26

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 comprehensive financial planning 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 comprehensive financial planning firms are there based in India?

RevenueBase identified 2,445 comprehensive financial planning firms headquartered in 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?

Nuvama Group, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most comprehensive financial planning firms?

Mumbai leads with 326 headquartered companies, followed by Pune (189) and New Delhi (141).

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 1,621 verified decision-maker contacts tracked across these 2,445 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.