Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in India

RevenueBase identified 1,627 corporate financial planning firms headquartered in India as of September 2026 and tracks 11,616 professional contacts across them, including 894 with verified work emails. Mumbai is the largest hub.

This list covers corporate 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
1,627Companies
11,616Contacts tracked
894Verified emails
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The 25 largest corporate financial planning firms based in India

Ranked by team size
Top 25 of 1,627 corporate 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 corporate 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNew Delhi, IndiaHQ checked Sep 19, 2026201-500408 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
2Partial evidenceAhmedabad, IndiaHQ checked Sep 19, 2026201-500268 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceKolkata, IndiaHQ checked Sep 19, 2026201-500216 contacts →

Indirect evidence

“We at JPNR believe in building long-term relationships, not just offering services.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceMumbai, IndiaHQ checked Sep 19, 202611-5096 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
5Indirect evidenceGurugram, IndiaHQ checked Sep 19, 202651-20067 contacts →

Indirect evidence

“Nucleus Advisors is an Investment Banking and Risk Advisory Firm.”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceMumbai, IndiaHQ checked Sep 19, 202611-5063 contacts →

Strong evidence

“Strategic Financial Advisors | 15+ Years of Expertise | Corporates Empowered At Growthally, we don’t just offer advice - we partner with businesses to unlock real growth.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceMumbai, IndiaHQ checked Sep 19, 202651-20061 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
8Partial evidenceNew Delhi, IndiaHQ checked Sep 19, 202651-20058 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
9Strong evidenceBangalore, IndiaHQ checked Sep 19, 202651-20057 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
10Indirect evidenceGuwahati, IndiaHQ checked Sep 19, 202651-20057 contacts →

Indirect evidence

“Finedge Services is now Trustner.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceBangalore, IndiaHQ checked Sep 19, 202611-5051 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
12Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-5046 contacts →

Indirect evidence

“People dream & remain happy.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceNoida, IndiaHQ checked Sep 19, 202651-20043 contacts →

Indirect evidence

“SN Capital Management Pvt.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceNoida, IndiaHQ checked Sep 19, 202651-20042 contacts →

Partial evidence

“AAPT Corp Advisors is a leading diversified corporate advisory firm based in Noida, India.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceKolkatta, IndiaHQ checked Sep 19, 2026201-50042 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceBengaluru, IndiaHQ checked Sep 19, 202611-5041 contacts →

Partial evidence

“Excelberg is a new financial advisory and consultancy firm based in Bangalore.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceAhmedabad, IndiaHQ checked Sep 19, 202611-5041 contacts →

Indirect evidence

“40 YEARS OF TOP - NOTCH SERVICE.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceBangalore, IndiaHQ checked Sep 19, 202651-20040 contacts →

Partial evidence

“Dev Mantra Financial Services is a Bengaluru-based financial advisory firm founded in 2008.”

Source: RevenueBase Database · checked Sep 19, 2026
19Strong evidenceChennai, IndiaHQ checked Sep 19, 202611-5039 contacts →

Strong evidence

“Sincere Syndication is a leading Indian financial services creating value for entrepreneurs, corporates, investors & financial institutions through Strategic Consulting…”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceGurugram, IndiaHQ checked Sep 19, 202651-20034 contacts →

Partial evidence

“InnerWave is one of the fastest growing Corporate Advisory firms in India.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceMumbai, IndiaHQ checked Sep 19, 202611-5033 contacts →

Partial evidence

“Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceNew Delhi, IndiaHQ checked Sep 19, 202611-5032 contacts →

Indirect evidence

“Wealth Advisory”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceIndore, IndiaHQ checked Sep 19, 202611-5032 contacts →

Indirect evidence

“Your company deserves better valuation at every stage.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceBangalore, IndiaHQ checked Sep 19, 2026201-50031 contacts →

Indirect evidence

“B2K analytics is a boutique advisory company offering services and solutions in risk management, research, analytics, investment management, infrastructure advisory and skill…”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidencePune, IndiaHQ checked Sep 19, 2026201-50031 contacts →

Partial evidence

“Welcome to Asset Financial Consultants.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 1,627 corporate financial planning firms based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 894 reachable decision-makers.

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Corporate financial planning firms based in India at a glance

As of Sep 19, 2026
7.7%Verified-email coverage
7.1Average contacts per company
1-10Median size (employees)
14.2%Largest-city concentration · Mumbai
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
1,013
11-50
490
51-200
85
201-500
24
501-1,000
3
1,001-5,000
4
5,001-10,000
2
10001+
1

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 1,627 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 corporate 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 “corporate 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 corporate 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 corporate 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, 894 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.

Corporate financial planning firms by metro

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 corporate 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 corporate financial planning firms are there based in India?

RevenueBase identified 1,627 corporate 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?

SPA Capital Services LTD, headquartered in New Delhi, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

Mumbai leads with 231 headquartered companies, followed by New Delhi (127) and Pune (119).

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 894 verified decision-maker contacts tracked across these 1,627 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.