Company lists · Data refreshed September 2026
Top 25 Corporate financial planning firms based in India
RevenueBase identified 1,627 company matches for corporate financial planning firms associated with 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 company matches for corporate financial planning firms associated with India, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest corporate financial planning firms based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 408 contacts → | ||||
Exact match “Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 268 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 216 contacts → | ||||
Exact match “We at JPNR believe in building long-term relationships, not just offering services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 96 contacts → | ||||
Exact match “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 67 contacts → | ||||
Exact match “Nucleus Advisors is an Investment Banking and Risk Advisory Firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 63 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 61 contacts → | ||||
Exact match “All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 58 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 57 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 57 contacts → | ||||
Exact match “Finedge Services is now Trustner.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 51 contacts → | ||||
Exact match “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 46 contacts → | ||||
Exact match “People dream & remain happy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 43 contacts → | ||||
Exact match “SN Capital Management Pvt.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 42 contacts → | ||||
Exact match “AAPT Corp Advisors is a leading diversified corporate advisory firm based in Noida, India.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 42 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 41 contacts → | ||||
Exact match “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 41 contacts → | ||||
Exact match “40 YEARS OF TOP - NOTCH SERVICE.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 40 contacts → | ||||
Exact match “Dev Mantra Financial Services is a Bengaluru-based financial advisory firm founded in 2008.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 39 contacts → | ||||
Exact match “Sincere Syndication is a leading Indian financial services creating value for entrepreneurs, corporates, investors & financial institutions through Strategic Consulting…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 34 contacts → | ||||
Exact match “InnerWave is one of the fastest growing Corporate Advisory firms in India.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 33 contacts → | ||||
Exact match “Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 32 contacts → | ||||
Exact match “Wealth Advisory” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 32 contacts → | ||||
Exact match “Your company deserves better valuation at every stage.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 31 contacts → | ||||
Exact match “B2K analytics is a boutique advisory company offering services and solutions in risk management, research, analytics, investment management, infrastructure advisory and skill…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 31 contacts → | ||||
Exact match “Welcome to Asset Financial Consultants.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “corporate financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,627 corporate financial planning firms based in India
See the full list, filter by size, metro and specialty, and access 894 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Corporate financial planning firms based in India at a glance
As of Sep 19, 2026Companies by employee count
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with India whose business descriptions match “corporate financial planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 894 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Corporate financial planning firms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “corporate financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many corporate financial planning firms are there based in India?
RevenueBase identified 1,627 company matches for corporate financial planning firms associated with India as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
SPA Capital Services LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most corporate financial planning firms?
Mumbai leads with 231 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 894 professional contacts with verified work emails tracked across these 1,627 companies; direct dials are available where recorded.
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 1,627 corporate financial planning firms based in India. Start with a free account, no credit card.
Download this list →Related lists
Corporate financial planning firms by geography
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
- Corporate financial planning firms based in Sao Paulo, Brazil
- Corporate financial planning firms based in Calgary, Canada
- Corporate financial planning firms based in Edmonton, Canada
- Corporate financial planning firms based in Mississauga, Canada
- Corporate financial planning firms based in Montreal, Canada
- Corporate financial planning firms based in Ottawa, Canada
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 corporate financial planning firms based in India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,627 matching company records for corporate financial planning firms based in India, with 11,616 tracked contacts and 894 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 corporate financial planning firms based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  SPA Capital Services LTDspacapital.comHQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 408 contacts → |
“Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  SSJ Finance & Securitiesssjfinance.comHQ: Ahmedabad, IndiaReported employees: 201-500 | Ahmedabad, India | 201-500 | Exact match | 268 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Jpnr Corporate Consultantsjpnrgroup.comHQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 216 contacts → |
“We at JPNR believe in building long-term relationships, not just offering services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Finnovatefinnovate.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 96 contacts → |
“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nucleus Advisorsnucleusadvisors.inHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 67 contacts → |
“Nucleus Advisors is an Investment Banking and Risk Advisory Firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Growthally Advisors Private Limitedgrowthally.orgHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 63 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Financialisttinyurl.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  SKI Capital Services Limitedskicapital.netHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 58 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | International Money Matters PVT LTDimmpl.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 57 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Trustnertrustner.in HQ: Guwahati, IndiaReported employees: 51-200 | Guwahati, India | 51-200 | Exact match | 57 contacts → |
“Finedge Services is now Trustner.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  I CAP Financial Servicesicapfinserv.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 51 contacts → |
“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ffreedom Financial Plannersffreedom.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 46 contacts → |
“People dream & remain happy.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  SN Capital Management Official Pagesncapital.inHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 43 contacts → |
“SN Capital Management Pvt.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Aapt Corp Advisorsaaptcorp.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 42 contacts → |
“AAPT Corp Advisors is a leading diversified corporate advisory firm based in Noida, India.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Affinity Global Services Private Limitedaffinityglobal.in HQ: Kolkatta, IndiaReported employees: 201-500 | Kolkatta, India | 201-500 | Exact match | 42 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Excelbergexcelberg.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 41 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Goldmine Stocks PVT LTDgoldmine.co.inHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 41 contacts → |
“40 YEARS OF TOP - NOTCH SERVICE.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  DEV Mantra Financial Services PVT LTDdevmantra.comHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 40 contacts → |
“Dev Mantra Financial Services is a Bengaluru-based financial advisory firm founded in 2008.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Transformm With Sincere Syndicationsinceresyndication.comHQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 39 contacts → |
“Sincere Syndication is a leading Indian financial services creating value for entrepreneurs, corporates, investors & financial institutions through Strategic Consulting…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Innerwaveinnerwave.inHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 34 contacts → |
“InnerWave is one of the fastest growing Corporate Advisory firms in India.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Moneyedge Financial Consultancymoneyedge.co.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 33 contacts → |
“Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Prospurtsprospurts.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 32 contacts → |
“Wealth Advisory” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Niraga Capital Private Limitedniraga.comHQ: Indore, IndiaReported employees: 11-50 | Indore, India | 11-50 | Exact match | 32 contacts → |
“Your company deserves better valuation at every stage.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  B2k Analyticsb2kanalytics.comHQ: Bangalore, IndiaReported employees: 201-500 | Bangalore, India | 201-500 | Exact match | 31 contacts → |
“B2K analytics is a boutique advisory company offering services and solutions in risk management, research, analytics, investment management, infrastructure advisory and skill…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Asset Financial Consultants PVT LTDassetfin.co.inHQ: Pune, IndiaReported employees: 201-500 | Pune, India | 201-500 | Exact match | 31 contacts → |
“Welcome to Asset Financial Consultants.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,627 company matches
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Corporate financial planning firms: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,622 records in the displayed employee bands.
5 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Corporate financial planning firms by metro
Questions about this company list
What does Exact match mean for corporate financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many corporate financial planning firms did RevenueBase find based in India?
The saved snapshot records 1,627 matching company records, 11,616 tracked contacts and 894 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Corporate financial planning firms by geography
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
- Corporate financial planning firms based in Sao Paulo, Brazil
- Corporate financial planning firms based in Calgary, Canada
- Corporate financial planning firms based in Edmonton, Canada
- Corporate financial planning firms based in Mississauga, Canada
- Corporate financial planning firms based in Montreal, Canada
- Corporate financial planning firms based in Ottawa, Canada
Cite this list
RevenueBase Data Team. Top 25 corporate financial planning firms based in India. Snapshot: September 19, 2026. https://revenuebase.ai/companies/corporate-financial-planning-firms/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 corporate financial planning firms based in India
RevenueBase records 1,627 matching company records for corporate financial planning firms based in India, with 11,616 tracked contacts and 894 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 corporate financial planning firms based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | SPA Capital Services LTDspacapital.com HQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 408 contacts → |
“Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | SSJ Finance & Securitiesssjfinance.com HQ: Ahmedabad, IndiaReported employees: 201-500 | Ahmedabad, India | 201-500 | Exact match | 268 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Jpnr Corporate Consultantsjpnrgroup.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 216 contacts → |
“We at JPNR believe in building long-term relationships, not just offering services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Finnovatefinnovate.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 96 contacts → |
“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nucleus Advisorsnucleusadvisors.in HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 67 contacts → |
“Nucleus Advisors is an Investment Banking and Risk Advisory Firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Growthally Advisors Private Limitedgrowthally.org HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 63 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Financialisttinyurl.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | SKI Capital Services Limitedskicapital.net HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 58 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | International Money Matters PVT LTDimmpl.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 57 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Trustnertrustner.in HQ: Guwahati, IndiaReported employees: 51-200 | Guwahati, India | 51-200 | Exact match | 57 contacts → |
“Finedge Services is now Trustner.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | I CAP Financial Servicesicapfinserv.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 51 contacts → |
“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ffreedom Financial Plannersffreedom.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 46 contacts → |
“People dream & remain happy.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | SN Capital Management Official Pagesncapital.in HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 43 contacts → |
“SN Capital Management Pvt.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Aapt Corp Advisorsaaptcorp.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 42 contacts → |
“AAPT Corp Advisors is a leading diversified corporate advisory firm based in Noida, India.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Affinity Global Services Private Limitedaffinityglobal.in HQ: Kolkatta, IndiaReported employees: 201-500 | Kolkatta, India | 201-500 | Exact match | 42 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Excelbergexcelberg.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 41 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Goldmine Stocks PVT LTDgoldmine.co.in HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 41 contacts → |
“40 YEARS OF TOP - NOTCH SERVICE.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | DEV Mantra Financial Services PVT LTDdevmantra.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 40 contacts → |
“Dev Mantra Financial Services is a Bengaluru-based financial advisory firm founded in 2008.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Transformm With Sincere Syndicationsinceresyndication.com HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 39 contacts → |
“Sincere Syndication is a leading Indian financial services creating value for entrepreneurs, corporates, investors & financial institutions through Strategic Consulting…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Innerwaveinnerwave.in HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 34 contacts → |
“InnerWave is one of the fastest growing Corporate Advisory firms in India.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Moneyedge Financial Consultancymoneyedge.co.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 33 contacts → |
“Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Prospurtsprospurts.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 32 contacts → |
“Wealth Advisory” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Niraga Capital Private Limitedniraga.com HQ: Indore, IndiaReported employees: 11-50 | Indore, India | 11-50 | Exact match | 32 contacts → |
“Your company deserves better valuation at every stage.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | B2k Analyticsb2kanalytics.com HQ: Bangalore, IndiaReported employees: 201-500 | Bangalore, India | 201-500 | Exact match | 31 contacts → |
“B2K analytics is a boutique advisory company offering services and solutions in risk management, research, analytics, investment management, infrastructure advisory and skill…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Asset Financial Consultants PVT LTDassetfin.co.in HQ: Pune, IndiaReported employees: 201-500 | Pune, India | 201-500 | Exact match | 31 contacts → |
“Welcome to Asset Financial Consultants.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,627 company matches
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Corporate financial planning firms: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,622 records in the displayed employee bands.
5 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Corporate financial planning firms by metro
Questions about this company list
What does Exact match mean for corporate financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many corporate financial planning firms did RevenueBase find based in India?
The saved snapshot records 1,627 matching company records, 11,616 tracked contacts and 894 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Corporate financial planning firms by geography
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
- Corporate financial planning firms based in Sao Paulo, Brazil
- Corporate financial planning firms based in Calgary, Canada
- Corporate financial planning firms based in Edmonton, Canada
- Corporate financial planning firms based in Mississauga, Canada
- Corporate financial planning firms based in Montreal, Canada
- Corporate financial planning firms based in Ottawa, Canada
Cite this list
RevenueBase Data Team. Top 25 corporate financial planning firms based in India. Snapshot: September 19, 2026. https://revenuebase.ai/companies/corporate-financial-planning-firms/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil