Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Pune, India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 189 companies tracked

RevenueBase identified 189 comprehensive financial planning firms headquartered in Pune, India as of September 2026 and tracks 652 professional contacts across them, including 85 with verified work emails. Mumbai is the largest hub.

This list covers comprehensive financial planning firms headquartered in Pune, 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

189Companies

652Contacts tracked

85Verified emails

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The 25 largest comprehensive financial planning firms based in Pune, India

Ranked by team size

Top 25 of 189 comprehensive financial planning firms based in Pune, 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	Raya Wealth Private Limited	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…” Source: RevenueBase Database · checked Sep 19, 2026
2	Cedrus Wealth Partners	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Source: RevenueBase Database · checked Sep 19, 2026
3	Pentagraph	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “A Financial Boutique that provides fair, realistic and meaningful solutions for your Wealth Management, Financial Freedom and making happiness, peace and abundance available to…” Source: RevenueBase Database · checked Sep 19, 2026
4	Primewealth	Strong evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	15 contacts →
	Strong evidence “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Source: RevenueBase Database · checked Sep 19, 2026
5	Moneyspring	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “At MoneySpring, we believe wealth is not built through chance - it’s built through clarity, structure, and compounding.” Source: RevenueBase Database · checked Sep 19, 2026
6	Mintwit Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	13 contacts →
	Partial evidence “At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Source: RevenueBase Database · checked Sep 19, 2026
7	Innovate Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	12 contacts →
	Partial evidence “Innovate Financial Services is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of Wealth Management, Investment…” Source: RevenueBase Database · checked Sep 19, 2026
8	Financial Clinik	Strong evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	11 contacts →
	Strong evidence “We are a Team of Highly Qualified Experts with a collective experience of 60+ Years in the Financial Services Industry in Financial Planning, Coaching, and training.” Source: RevenueBase Database · checked Sep 19, 2026
9	Future Vista	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Future Vista is helping clients manage all aspects of their personal investments and finances.” Source: RevenueBase Database · checked Sep 19, 2026
10	Integra Wealth LLP	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “Integra Wealth LLP (IWL) is a trustworthy and independent institution that offers Financial Services to Individuals, Institutions and various Companies etc.” Source: RevenueBase Database · checked Sep 19, 2026
11	Perpetual Wealth Management	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Source: RevenueBase Database · checked Sep 19, 2026
12	Acumenn Money PVT LTD	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Acumenn Money Pvt Ltd is a distinguished financial firm founded by Mr.” Source: RevenueBase Database · checked Sep 19, 2026
13	Shubbaan Investments	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “The Goal Mantra of Shubbaan Investments is Prosperity for All.” Source: RevenueBase Database · checked Sep 19, 2026
14	Arvo Wealth	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “ARVO (Origin: Finnish / Meaning: Value, Worth, Calibre) is built to have a differentiated approach to Wealth Management & Client Service by combining large-firm resources &…” Source: RevenueBase Database · checked Sep 19, 2026
15	Growfinn Wealth Management	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “Growfinn Wealth Management, established in 2008, is a boutique Wealth Management company.” Source: RevenueBase Database · checked Sep 19, 2026
16	Prosperitree	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “PROSPERiTREE is an independent financial services organization, operating from Pune and Goa, dedicated to offering successful individuals, families, trusts and organizations…” Source: RevenueBase Database · checked Sep 19, 2026
17	Finlift Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “Finlift is an independent financial firm that designs customized financial solutions to help individuals, families and corporates to achieve their investment objectives and…” Source: RevenueBase Database · checked Sep 19, 2026
18	Pelican Investments	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Guiding and Helping Clients globally to achieve Financial Strength and Freedom" We at Pelican, are committed towards serving the client’s needs.” Source: RevenueBase Database · checked Sep 19, 2026
19	Cresta Wealth	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.” Source: RevenueBase Database · checked Sep 19, 2026
20	Aksh Advisors Private Limited	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At Aksh Advisors, we merge unparalleled expertise with unwavering integrity to navigate the intricate landscape of finance.” Source: RevenueBase Database · checked Sep 19, 2026
21	Prudent Wealth Partners	Strong evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “We are a boutique financial advisory firm providing Financial Planning, Investment Advisory and Financial Record Management services across India.” Source: RevenueBase Database · checked Sep 19, 2026
22	AUM Financial Services	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “is an online website of Vivek Mulay who is registered vide ARN- 24596 as a AMFI Registered Mutual Fund Distributor since 01-07-2004.” Source: RevenueBase Database · checked Sep 19, 2026
23	Wediligent Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led…” Source: RevenueBase Database · checked Sep 19, 2026
24	Bodhi Wealth	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “At Bodhi Wealth, we specialize in crafting meticulously balanced mutual fund portfolios tailored to empower our partners in achieving enduring wealth.” Source: RevenueBase Database · checked Sep 19, 2026
25	The Prudent Investor	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “At The Prudent Investor, we understand that everyone has different goals and expectations for managing their wealth.” 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 189 comprehensive financial planning firms based in Pune, India

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Comprehensive financial planning firms based in Pune, India at a glance

As of Sep 19, 2026

13.0%Verified-email coverage

3.4Average contacts per company

1-10Median size (employees)

172.5%Largest-city concentration · Mumbai

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

141

11-50

51-200

5,001-10,000

Email recency for this list is measured across the whole India list rather than for Pune, so it is reported there. Company counts and contact totals on this page are exact for Pune, over 189 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 Pune, 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 Pune 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, 85 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 in India

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 Pune, India?

RevenueBase identified 189 comprehensive financial planning firms headquartered in Pune, 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?

Raya Wealth Private Limited, headquartered in Pune, 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 85 verified decision-maker contacts tracked across these 189 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.