Company lists · Data refreshed September 2026
Top 25 Corporate financial planning firms based in Bangalore, India
RevenueBase identified 98 company matches for corporate financial planning firms associated with Bangalore, India as of September 2026 and tracks 708 professional contacts across them, including 116 with verified work emails. Across India, Mumbai is the largest hub for this category (231 companies); Bangalore has 98.
This list covers company matches for corporate financial planning firms associated with Bangalore, 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 Bangalore, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 17 contacts → | ||||
Exact match “SmartFin Consulting is corporate finance consulting firm that provides a comprehensive suite of tailored financial advisory services designed to drive transformation, foster…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “At Floatr, we empower individuals and organizations to achieve financial wellness through personalized financial planning, risk management, and tax optimization solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “At Driti Advisors we believe in bringing together various facets of finance and innovative methods to orchestrate the best solutions for our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “At Arithra, we specialize in enhancing the intrinsic value of the business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Ocellus Consulting is a distinguished financial and strategic business advisory firm with decades of combined experience, committed to delivering unparalleled, customized…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “SUCH FIN Consulting & Advisory Your Strategic Partner in Capital, Compliance & Expansion SUCH FIN Consulting & Advisory is a boutique financial consulting firm built for…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Praaqar is a professional advisory firm setup by professionals with more than a decade of experience specialized in providing solutions to corporates in various sectors on…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “We help you achieve your Financial Goals through systemic planning and customised strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Registered Name - SUCCINCT FINTECH SERVICES PRIVATE LIMITED Registration No- Team "Succinct" is a complete unit of CFP and Financial Planning experts who assess every aspect of…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Sunshine Financials helps Individuals and Families to manage and grow their personal wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “We are a new age consulting company catering to the entire value chain of Fund Raising, Banking and Corporate finance advisory for our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Vikram Aralikatty, Principal Advisor of Wealth 360 has been in Financial Services Sector since 2014.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “At Zaket, we are more than just a financial services provider.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “FinParth is founded by Nandita Jaiswal, a NISM certified professional with more than 15 years’ experience in Financial Planning, Wealth Advisory & Equity Research.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Only 18% of small businesses are able to effectively manage cashflows.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Our comprehensive offerings, from CFO advisory to end-to-end accounting, compliance management, human resource solutions, and business strategies, are all designed to empower your…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Future Life Financial Services was established in July 2019.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “An accurate financial model is a key part of the strategic plan for a business, whether it aims to grow organically, through acquisitions, or is seeking external funding.” 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 98 corporate financial planning firms based in Bangalore, India
See the full list, filter by size, metro and specialty, and access 116 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Corporate financial planning firms based in Bangalore, India at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore.
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 Bangalore, 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 116 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 in India
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 Bangalore, India?
RevenueBase identified 98 company matches for corporate financial planning firms associated with Bangalore, 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?
International Money Matters PVT LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in India has the most corporate financial planning firms?
Mumbai leads India with 231 company records, followed by New Delhi (127) and Pune (119). Bangalore has 98.
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 116 professional contacts with verified work emails tracked across these 98 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 98 corporate financial planning firms based in Bangalore, India. Start with a free account, no credit card.
Download this list →Related lists
Corporate financial planning firms by geography
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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 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
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Company intelligence · public preview
Top 25 corporate financial planning firms based in Bangalore, India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 98 matching company records for corporate financial planning firms based in Bangalore, India, with 708 tracked contacts and 116 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 Bangalore, 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 | 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. | |||||
| 2 |  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. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  Smartfin Consultingsmartfinconsulting.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 17 contacts → |
“SmartFin Consulting is corporate finance consulting firm that provides a comprehensive suite of tailored financial advisory services designed to drive transformation, foster…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Floatr Wealthfloatr.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 16 contacts → |
“At Floatr, we empower individuals and organizations to achieve financial wellness through personalized financial planning, risk management, and tax optimization solutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Driti Advisors LLPdritiadvisors.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 14 contacts → |
“At Driti Advisors we believe in bringing together various facets of finance and innovative methods to orchestrate the best solutions for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Arithra Business Consulting PVT LTDarithra.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 13 contacts → |
“At Arithra, we specialize in enhancing the intrinsic value of the business.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ocellus Consultingocellus.inHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 10 contacts → |
“Ocellus Consulting is a distinguished financial and strategic business advisory firm with decades of combined experience, committed to delivering unparalleled, customized…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Such FIN Consulting & Advisorysuchfin.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 9 contacts → |
“SUCH FIN Consulting & Advisory Your Strategic Partner in Capital, Compliance & Expansion SUCH FIN Consulting & Advisory is a boutique financial consulting firm built for…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Praaqar Consultancy Services LLPpraaqar.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 8 contacts → |
“Praaqar is a professional advisory firm setup by professionals with more than a decade of experience specialized in providing solutions to corporates in various sectors on…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Sinhasi Consultants Pvt. LTDsinhasi.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 8 contacts → |
“The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Purpletouch Finservepurpletouch.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Redwood Financial Strategistsredwoodfinancials.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 5 contacts → |
“We help you achieve your Financial Goals through systemic planning and customised strategies.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Vitamin-Mmyvitaminm.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 4 contacts → |
“We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Succinctsuccinctfintech.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 3 contacts → |
“Registered Name - SUCCINCT FINTECH SERVICES PRIVATE LIMITED Registration No- Team "Succinct" is a complete unit of CFP and Financial Planning experts who assess every aspect of…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sunshine Financialssunshinefinancials.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 3 contacts → |
“Sunshine Financials helps Individuals and Families to manage and grow their personal wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Finpath Advisor Private Limitedfinpath.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 2 contacts → |
“We are a new age consulting company catering to the entire value chain of Fund Raising, Banking and Corporate finance advisory for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealth 360wealth360.co.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 2 contacts → |
“Vikram Aralikatty, Principal Advisor of Wealth 360 has been in Financial Services Sector since 2014.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | ZAKETzaket.org HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 1 contacts → |
“At Zaket, we are more than just a financial services provider.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Finparthfinparth.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“FinParth is founded by Nandita Jaiswal, a NISM certified professional with more than 15 years’ experience in Financial Planning, Wealth Advisory & Equity Research.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Finforza Advisories LLPfinforza.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“Only 18% of small businesses are able to effectively manage cashflows.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Calcuwise Business Solutions OPC Pvt. LTDcalcuwise.netHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“Our comprehensive offerings, from CFO advisory to end-to-end accounting, compliance management, human resource solutions, and business strategies, are all designed to empower your…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Future Life Financial Servicesfuturelifefinancial.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“Future Life Financial Services was established in July 2019.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Tenth Deciletenthdecile.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“An accurate financial model is a key part of the strategic plan for a business, whether it aims to grow organically, through acquisitions, or is seeking external funding.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 98 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
97 records in the displayed employee bands.
1 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 across the whole India list rather than for Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore.
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 in India
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 Bangalore, India?
The saved snapshot records 98 matching company records, 708 tracked contacts and 116 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 Bangalore, India. Snapshot: September 19, 2026. https://revenuebase.ai/companies/corporate-financial-planning-firms/india/bangalore.
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 Bangalore, India
RevenueBase records 98 matching company records for corporate financial planning firms based in Bangalore, India, with 708 tracked contacts and 116 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 Bangalore, 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | Smartfin Consultingsmartfinconsulting.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 17 contacts → |
“SmartFin Consulting is corporate finance consulting firm that provides a comprehensive suite of tailored financial advisory services designed to drive transformation, foster…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Floatr Wealthfloatr.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 16 contacts → |
“At Floatr, we empower individuals and organizations to achieve financial wellness through personalized financial planning, risk management, and tax optimization solutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Driti Advisors LLPdritiadvisors.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 14 contacts → |
“At Driti Advisors we believe in bringing together various facets of finance and innovative methods to orchestrate the best solutions for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Arithra Business Consulting PVT LTDarithra.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 13 contacts → |
“At Arithra, we specialize in enhancing the intrinsic value of the business.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ocellus Consultingocellus.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 10 contacts → |
“Ocellus Consulting is a distinguished financial and strategic business advisory firm with decades of combined experience, committed to delivering unparalleled, customized…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Such FIN Consulting & Advisorysuchfin.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 9 contacts → |
“SUCH FIN Consulting & Advisory Your Strategic Partner in Capital, Compliance & Expansion SUCH FIN Consulting & Advisory is a boutique financial consulting firm built for…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Praaqar Consultancy Services LLPpraaqar.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 8 contacts → |
“Praaqar is a professional advisory firm setup by professionals with more than a decade of experience specialized in providing solutions to corporates in various sectors on…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sinhasi Consultants Pvt. LTDsinhasi.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 8 contacts → |
“The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Purpletouch Finservepurpletouch.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Redwood Financial Strategistsredwoodfinancials.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 5 contacts → |
“We help you achieve your Financial Goals through systemic planning and customised strategies.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Vitamin-Mmyvitaminm.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 4 contacts → |
“We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Succinctsuccinctfintech.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 3 contacts → |
“Registered Name - SUCCINCT FINTECH SERVICES PRIVATE LIMITED Registration No- Team "Succinct" is a complete unit of CFP and Financial Planning experts who assess every aspect of…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sunshine Financialssunshinefinancials.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 3 contacts → |
“Sunshine Financials helps Individuals and Families to manage and grow their personal wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finpath Advisor Private Limitedfinpath.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 2 contacts → |
“We are a new age consulting company catering to the entire value chain of Fund Raising, Banking and Corporate finance advisory for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealth 360wealth360.co.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 2 contacts → |
“Vikram Aralikatty, Principal Advisor of Wealth 360 has been in Financial Services Sector since 2014.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | ZAKETzaket.org HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 1 contacts → |
“At Zaket, we are more than just a financial services provider.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Finparthfinparth.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“FinParth is founded by Nandita Jaiswal, a NISM certified professional with more than 15 years’ experience in Financial Planning, Wealth Advisory & Equity Research.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Finforza Advisories LLPfinforza.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“Only 18% of small businesses are able to effectively manage cashflows.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Calcuwise Business Solutions OPC Pvt. LTDcalcuwise.net HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“Our comprehensive offerings, from CFO advisory to end-to-end accounting, compliance management, human resource solutions, and business strategies, are all designed to empower your…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Future Life Financial Servicesfuturelifefinancial.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“Future Life Financial Services was established in July 2019.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Tenth Deciletenthdecile.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“An accurate financial model is a key part of the strategic plan for a business, whether it aims to grow organically, through acquisitions, or is seeking external funding.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 98 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
97 records in the displayed employee bands.
1 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 across the whole India list rather than for Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore.
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 in India
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 Bangalore, India?
The saved snapshot records 98 matching company records, 708 tracked contacts and 116 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.
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Cite this list
RevenueBase Data Team. Top 25 corporate financial planning firms based in Bangalore, India. Snapshot: September 19, 2026. https://revenuebase.ai/companies/corporate-financial-planning-firms/india/bangalore.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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