Company lists · Data refreshed September 2026

Top 17 Corporate financial planning firms based in Bangalore, India

RevenueBase identified 51 corporate financial planning firms headquartered in Bangalore, India as of September 2026 and tracks 358 professional contacts across them, including 51 with verified work emails. Mumbai is the largest hub.

This list covers corporate financial planning firms headquartered in Bangalore, India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
51Companies
358Contacts tracked
51Verified emails
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The 17 largest corporate financial planning firms based in Bangalore, India

Ranked by team size
Top 17 of 51 corporate financial planning firms based in Bangalore, India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate financial planning firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceBangalore, IndiaHQ checked Sep 19, 202651-20057 contacts →

Strong evidence

“Established in November 2001, we are a SEBI registered financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceBangalore, IndiaHQ checked Sep 19, 202611-5051 contacts →

Partial evidence

“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceBangalore, IndiaHQ checked Sep 19, 202651-20040 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceBangalore, IndiaHQ checked Sep 19, 202611-5016 contacts →

Strong evidence

“At Floatr, we empower individuals and organizations to achieve financial wellness through personalized financial planning, risk management, and tax optimization solutions.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceBangalore, IndiaHQ checked Sep 19, 202611-5010 contacts →

Partial evidence

“Ocellus Consulting is a distinguished financial and strategic business advisory firm with decades of combined experience, committed to delivering unparalleled, customized…”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceBangalore, IndiaHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceBangalore, IndiaHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.”

Source: RevenueBase Database · checked Sep 19, 2026
8Strong evidenceBangalore, IndiaHQ checked Sep 19, 20261-107 contacts →

Strong evidence

“At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceBangalore, IndiaHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).”

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceBangalore, IndiaHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceBangalore, IndiaHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Sunshine Financials helps Individuals and Families to manage and grow their personal wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceBangalore, IndiaHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Vikram Aralikatty, Principal Advisor of Wealth 360 has been in Financial Services Sector since 2014.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceBangalore, IndiaHQ checked Sep 19, 202611-501 contacts →

Partial evidence

“At Zaket, we are more than just a financial services provider.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceBangalore, IndiaHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“FinParth is founded by Nandita Jaiswal, a NISM certified professional with more than 15 years’ experience in Financial Planning, Wealth Advisory & Equity Research.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceBangalore, IndiaHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Only 18% of small businesses are able to effectively manage cashflows.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceBangalore, IndiaHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceBangalore, IndiaHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Future Life Financial Services was established in July 2019.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 17 of 51 corporate financial planning firms based in Bangalore, India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 51 reachable decision-makers.

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Corporate financial planning firms based in Bangalore, India at a glance

As of Sep 19, 2026
14.2%Verified-email coverage
7.0Average contacts per company
1-10Median size (employees)
452.9%Largest-city concentration · Mumbai
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
11
51-200
5

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, over 51 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among corporate financial planning firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Bangalore, India whose own description of what they do matches “corporate financial planning firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names corporate financial planning firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among corporate financial planning firms, and records with no verified work email. Companies headquartered outside Bangalore are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 51 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Corporate financial planning firms by metro in India

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names corporate financial planning firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many corporate financial planning firms are there based in Bangalore, India?

RevenueBase identified 51 corporate financial planning firms headquartered in Bangalore, India as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

International Money Matters PVT LTD, headquartered in Bangalore, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

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

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 51 verified decision-maker contacts tracked across these 51 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.