Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in Mumbai, India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 231 companies tracked

RevenueBase identified 231 corporate financial planning firms headquartered in Mumbai, India as of September 2026 and tracks 1,453 professional contacts across them, including 245 with verified work emails. Mumbai is the largest hub.

This list covers corporate financial planning firms headquartered in Mumbai, 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

231Companies

1,453Contacts tracked

245Verified emails

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The 25 largest corporate financial planning firms based in Mumbai, India

Ranked by team size

Top 25 of 231 corporate financial planning firms based in Mumbai, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Finnovate	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	96 contacts →
	Partial evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 19, 2026
2	Ffreedom Financial Planners	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	46 contacts →
	Indirect evidence “People dream & remain happy.” Source: RevenueBase Database · checked Sep 19, 2026
3	Moneyedge Financial Consultancy	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	33 contacts →
	Partial evidence “Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” Source: RevenueBase Database · checked Sep 19, 2026
4	Mudra Portfolio	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	24 contacts →
	Partial evidence “We are a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio…” Source: RevenueBase Database · checked Sep 19, 2026
5	Mantraa Advisory	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “At Mantraa, we are a team of seasoned professionals with extensive C-suite experience and a passion for empowering businesses.” Source: RevenueBase Database · checked Sep 19, 2026
6	Kreo Capital Private Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1-10	22 contacts →
	Partial evidence “Kreo Capital is a boutique financial service company with Mid Market focus offering integrated financial advice and services.” Source: RevenueBase Database · checked Sep 19, 2026
7	Sasp Advisors LLP	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “We at SASP Advisors help businesses by providing right financial solutions in timely and proactive manner.” Source: RevenueBase Database · checked Sep 19, 2026
8	Credent Global Finance	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “CREDENT GLOBAL, based in London and Mumbai, is a Financial Services firm that focuses on creating solutions for mid to large cap companies and helping investors build a thriving…” Source: RevenueBase Database · checked Sep 19, 2026
9	Ladderup Finance LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “Established by a team of Committed Professionals, we are well established one stop financial solution house.” Source: RevenueBase Database · checked Sep 19, 2026
10	Iarista	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “IArista Artha Pvt.” Source: RevenueBase Database · checked Sep 19, 2026
11	Money Mantra	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1-10	20 contacts →
	Partial evidence “Money Mantra offers a unique approach to helping individuals to reach financial success.” Source: RevenueBase Database · checked Sep 19, 2026
12	Shriram Wealth Architecture	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	20 contacts →
	Strong evidence “Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Source: RevenueBase Database · checked Sep 19, 2026
13	Artoval Advisors	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Artoval comes from “Art-O-Val” which stands for “Art of Valuation” Established in 2022, our boutique financial advisory firm is a strategic partner to clients in 20+ countries.” Source: RevenueBase Database · checked Sep 19, 2026
14	Wealixir Consulting Group	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “Wealixir Consulting Group (WCG) is your trusted partner in navigating financial complexities, driving sustainable growth, and achieving economic empowerment globally.” Source: RevenueBase Database · checked Sep 19, 2026
15	RED Mammoth Ventures LLP	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1-10	17 contacts →
	Partial evidence “Red Mammoth is a Financial Advisory with its Management having over 30 Years of Global Business Experience in Multiple Verticals of Business and Industry.” Source: RevenueBase Database · checked Sep 19, 2026
16	Knex Solutions Private Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “We are a boutique Financial Advisory firm offering customised solutions to our valued clients and play a partner in their growth process.” Source: RevenueBase Database · checked Sep 19, 2026
17	VND Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “VND Wealth Pvt Ltd started stock broking in January 2004.” Source: RevenueBase Database · checked Sep 19, 2026
18	QUEST	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1-10	13 contacts →
	Indirect evidence “Quest is a management consulting firm that has been in operation in India since Quest was formed by professionals with careers in investment banking, private banking, securities…” Source: RevenueBase Database · checked Sep 19, 2026
19	Andromeda Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	11 contacts →
	Strong evidence “We are dedicated to delivering tailored financial services that cater to the distinct requirements of our clients, encompassing individuals, families, and corporate entities.” Source: RevenueBase Database · checked Sep 19, 2026
20	Blue Ocean Strategic Advisors PVT LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “We are Blue Ocean Strategic Advisors Pvt.” Source: RevenueBase Database · checked Sep 19, 2026
21	Arthashastra Finsec Providers Pvt. LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “We are a team of skilled professionals engaged in the business of advisory on personal finance.” Source: RevenueBase Database · checked Sep 19, 2026
22	Whitewater Corporate Advisory	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
23	IRA Consulting And Advisors LLP	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “We are a boutique financial advisory firm focused on Investment Banking, Transaction Advisory, Valuations and Financial Advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
24	Arthashastra Investments Pvt. LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “Welcome to Arthashastra Investments Pvt Ltd – Your Family CFO.” Source: RevenueBase Database · checked Sep 19, 2026
25	Wealthness	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Welcome to Wealthness - Your Personal Mentor for Financial Well-being!” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: corporate financial planning firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names corporate financial planning firms.
Partial evidence: Its own public description names part of corporate financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name corporate financial planning firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 231 corporate financial planning firms based in Mumbai, India

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

As of Sep 19, 2026

16.9%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Mumbai

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

136

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 231 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 Mumbai, 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 Mumbai 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, 245 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

Corporate financial planning firms in Mumbai231
Corporate financial planning firms in New Delhi127
Corporate financial planning firms in Pune119
Corporate financial planning firms in Ahmedabad72
Corporate financial planning firms in Chennai60
Corporate financial planning firms in Kolkata57
Corporate financial planning firms in Bangalore51
Corporate financial planning firms in Delhi48
Corporate financial planning firms in Bengaluru47
Corporate financial planning firms in Hyderabad44
Corporate financial planning firms in Noida34
Corporate financial planning firms in Jaipur31
Corporate financial planning firms in Thane30
Corporate financial planning firms in Gurgaon27
Corporate financial planning firms in Gurugram25

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 Mumbai, India?

RevenueBase identified 231 corporate financial planning firms headquartered in Mumbai, 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?

Finnovate, headquartered in Mumbai, 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 245 verified decision-maker contacts tracked across these 231 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.