Company lists · Data refreshed November 2026
Top 25 Digital wealth advisors based in India
RevenueBase identified 1,865 company matches for digital wealth advisors associated with India as of November 2026 and tracks 37,775 professional contacts across them, including 4,896 with verified work emails. Mumbai is the largest hub.
This list covers company matches for digital wealth advisors 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 November 6, 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 digital wealth advisors based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 7,830 contacts → | ||||
Exact match “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 2,368 contacts → | ||||
Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 2,098 contacts → | ||||
Exact match “Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 1,285 contacts → | ||||
Exact match “Choice Equity Broking Private Limited: SEBI Reg No.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 873 contacts → | ||||
Exact match “PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 690 contacts → | ||||
Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 666 contacts → | ||||
Exact match “Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 666 contacts → | ||||
Exact match “Founded in 2008, FundsIndia is a wealth management platform helping Indians build, manage, and grow their wealth through expert guidance, innovative technology, and a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 313 contacts → | ||||
Exact match “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 301 contacts → | ||||
Exact match “GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 283 contacts → | ||||
Exact match “About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 273 contacts → | ||||
Exact match “Fisdom is an extremely simple app to make smart investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 262 contacts → | ||||
Exact match “Ionic Wealth | Co-founders in your journey of Wealth creation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 240 contacts → | ||||
Exact match “When you invest with intelligence, life opens up a wealth of choices.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 216 contacts → | ||||
Exact match “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 209 contacts → | ||||
Exact match “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 167 contacts → | ||||
Exact match “Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 140 contacts → | ||||
Exact match “SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 138 contacts → | ||||
Exact match “Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 121 contacts → | ||||
Exact match “Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 117 contacts → | ||||
Exact match “VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 112 contacts → | ||||
Exact match “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 107 contacts → | ||||
Exact match “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 102 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 100 contacts → | ||||
Exact match “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Recorded in the RevenueBase company graph · Nov 6, 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 “digital wealth advisors”. 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 1,865 digital wealth advisors based in India
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Digital wealth advisors based in India at a glance
As of Nov 6, 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 1,865 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 “digital wealth advisors” 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 4,896 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 November 6, 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.
Digital wealth advisors by metro
- Digital wealth advisors in Mumbai284
- Digital wealth advisors in Bangalore196
- Digital wealth advisors in Pune116
- Digital wealth advisors in New Delhi92
- Digital wealth advisors in Ahmedabad72
- Digital wealth advisors in Kolkata69
- Digital wealth advisors in Gurgaon65
- Digital wealth advisors in Chennai54
- Digital wealth advisors in Hyderabad51
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 “digital wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many digital wealth advisors are there based in India?
RevenueBase identified 1,865 company matches for digital wealth advisors associated with India as of November 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?
Icici Securities tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most digital wealth advisors?
Mumbai leads with 284 company records, followed by Bangalore (196) and Pune (116).
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 4,896 professional contacts with verified work emails tracked across these 1,865 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,865 digital wealth advisors based in India. Start with a free account, no credit card.
Download this list →Related lists
Digital wealth advisors by geography
- Digital wealth advisors based in Melbourne, Australia
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- Digital wealth advisors based in Rio De Janeiro, Brazil
- Digital wealth advisors based in Sao Paulo, Brazil
- Digital wealth advisors based in Toronto, Canada
- Digital wealth advisors based in Vancouver, Canada
- Digital wealth advisors based in Paris, France
- Digital wealth advisors based in Hong Kong, Hong Kong
- Digital wealth advisors based in Ahmedabad, India
- Digital wealth advisors based in Bangalore, India
- Digital wealth advisors based in Chennai, India
- Digital wealth advisors based in Gurgaon, India
Browse the directory
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
- Digital wealth advisors based in Melbourne, Australia
- Digital wealth advisors based in Sydney, Australia
- Digital wealth advisors based in Rio De Janeiro, Brazil
- Digital wealth advisors based in Sao Paulo, Brazil
- Digital wealth advisors based in Toronto, Canada
- Digital wealth advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 digital wealth advisors 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 1,865 matching company records for digital wealth advisors based in India, with 37,775 tracked contacts and 4,896 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: November 6, 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 digital wealth advisors 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 |  Icici Securitiesicicisecurities.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,830 contacts → |
“With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  GROWWgroww.inHQ: Bangalore, IndiaReported employees: 501-1,000 | Bangalore, India | 501-1,000 | Exact match | 2,368 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Venturaventurasecurities.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 2,098 contacts → |
“Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Choicechoiceindia.comHQ: Mumbai, IndiaReported employees: 5,001-10,000 | Mumbai, India | 5,001-10,000 | Exact match | 1,285 contacts → |
“Choice Equity Broking Private Limited: SEBI Reg No.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  PL Capital Group Prabhudas Lilladherplindia.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 873 contacts → |
“PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Dezervdezerv.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 690 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Centricity Wealthtechcentricity.co.inHQ: Gurgaon, IndiaReported employees: 501-1,000 | Gurgaon, India | 501-1,000 | Exact match | 666 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fundsindiafundsindia.comHQ: Bangalore, IndiaReported employees: 1,001-5,000 | Bangalore, India | 1,001-5,000 | Exact match | 666 contacts → |
“Founded in 2008, FundsIndia is a wealth management platform helping Indians build, manage, and grow their wealth through expert guidance, innovative technology, and a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Incred Wealthincredwealth.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 313 contacts → |
“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Gepl Capitalgeplcapital.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 301 contacts → |
“GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Banksathibanksathi.comHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 283 contacts → |
“About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fisdomfisdom.comHQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 273 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ionic Wealthionic.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 262 contacts → |
“Ionic Wealth | Co-founders in your journey of Wealth creation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  ET Moneyetmoney.comHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 240 contacts → |
“When you invest with intelligence, life opens up a wealth of choices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Zfundszfunds.inHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 216 contacts → |
“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fincart Financial Plannersfincart.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 209 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fintoofintoo.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 167 contacts → |
“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ssba Innovations Limited Holding & Promoting Company Of Taxbuddy.com And Finbingo.comssbainnovations.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 140 contacts → |
“SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  MFAmyfinad.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 138 contacts → |
“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Equirus Wealthequiruswealth.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 121 contacts → |
“Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Vertex Securities LTDvertexbroking.comHQ: Kochi, IndiaReported employees: 201-500 | Kochi, India | 201-500 | Exact match | 117 contacts → |
“VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  First Globalfirstglobalsec.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 112 contacts → |
“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 107 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Finnovatefinnovate.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 102 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Buglerock Capitalbuglerock.asiaHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 100 contacts → |
“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,865 company matches
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Digital wealth advisors: dataset insights
November 6, 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
1,859 records in the displayed employee bands.
6 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 1,865 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: November 6, 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 ↗
Digital wealth advisors by metro
- Digital wealth advisors in Mumbai284
- Digital wealth advisors in Bangalore196
- Digital wealth advisors in Pune116
- Digital wealth advisors in New Delhi92
- Digital wealth advisors in Ahmedabad72
- Digital wealth advisors in Kolkata69
- Digital wealth advisors in Gurgaon65
- Digital wealth advisors in Chennai54
- Digital wealth advisors in Hyderabad51
Questions about this company list
What does Exact match mean for digital wealth advisors?
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 digital wealth advisors did RevenueBase find based in India?
The saved snapshot records 1,865 matching company records, 37,775 tracked contacts and 4,896 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: November 6, 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
Digital wealth advisors by geography
- Digital wealth advisors based in Melbourne, Australia
- Digital wealth advisors based in Sydney, Australia
- Digital wealth advisors based in Rio De Janeiro, Brazil
- Digital wealth advisors based in Sao Paulo, Brazil
- Digital wealth advisors based in Toronto, Canada
- Digital wealth advisors based in Vancouver, Canada
- Digital wealth advisors based in Paris, France
- Digital wealth advisors based in Hong Kong, Hong Kong
- Digital wealth advisors based in Ahmedabad, India
- Digital wealth advisors based in Bangalore, India
- Digital wealth advisors based in Chennai, India
- Digital wealth advisors based in Gurgaon, India
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 digital wealth advisors based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/digital-wealth-advisors/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
- Digital wealth advisors based in Melbourne, Australia
- Digital wealth advisors based in Sydney, Australia
- Digital wealth advisors based in Rio De Janeiro, Brazil
- Digital wealth advisors based in Sao Paulo, Brazil
- Digital wealth advisors based in Toronto, Canada
- Digital wealth advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 digital wealth advisors based in India
RevenueBase records 1,865 matching company records for digital wealth advisors based in India, with 37,775 tracked contacts and 4,896 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: November 6, 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 digital wealth advisors 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 | Icici Securitiesicicisecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,830 contacts → |
“With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | GROWWgroww.in HQ: Bangalore, IndiaReported employees: 501-1,000 | Bangalore, India | 501-1,000 | Exact match | 2,368 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Venturaventurasecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 2,098 contacts → |
“Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Choicechoiceindia.com HQ: Mumbai, IndiaReported employees: 5,001-10,000 | Mumbai, India | 5,001-10,000 | Exact match | 1,285 contacts → |
“Choice Equity Broking Private Limited: SEBI Reg No.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | PL Capital Group Prabhudas Lilladherplindia.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 873 contacts → |
“PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Dezervdezerv.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 690 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Centricity Wealthtechcentricity.co.in HQ: Gurgaon, IndiaReported employees: 501-1,000 | Gurgaon, India | 501-1,000 | Exact match | 666 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fundsindiafundsindia.com HQ: Bangalore, IndiaReported employees: 1,001-5,000 | Bangalore, India | 1,001-5,000 | Exact match | 666 contacts → |
“Founded in 2008, FundsIndia is a wealth management platform helping Indians build, manage, and grow their wealth through expert guidance, innovative technology, and a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Incred Wealthincredwealth.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 313 contacts → |
“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Gepl Capitalgeplcapital.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 301 contacts → |
“GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Banksathibanksathi.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 283 contacts → |
“About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fisdomfisdom.com HQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 273 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ionic Wealthionic.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 262 contacts → |
“Ionic Wealth | Co-founders in your journey of Wealth creation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ET Moneyetmoney.com HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 240 contacts → |
“When you invest with intelligence, life opens up a wealth of choices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Zfundszfunds.in HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 216 contacts → |
“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fincart Financial Plannersfincart.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 209 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fintoofintoo.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 167 contacts → |
“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ssba Innovations Limited Holding & Promoting Company Of Taxbuddy.com And Finbingo.comssbainnovations.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 140 contacts → |
“SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | MFAmyfinad.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 138 contacts → |
“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Equirus Wealthequiruswealth.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 121 contacts → |
“Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Vertex Securities LTDvertexbroking.com HQ: Kochi, IndiaReported employees: 201-500 | Kochi, India | 201-500 | Exact match | 117 contacts → |
“VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | First Globalfirstglobalsec.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 112 contacts → |
“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 107 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finnovatefinnovate.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 102 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Buglerock Capitalbuglerock.asia HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 100 contacts → |
“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,865 company matches
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Digital wealth advisors: dataset insights
November 6, 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
1,859 records in the displayed employee bands.
6 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 1,865 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: November 6, 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 ↗
Digital wealth advisors by metro
- Digital wealth advisors in Mumbai284
- Digital wealth advisors in Bangalore196
- Digital wealth advisors in Pune116
- Digital wealth advisors in New Delhi92
- Digital wealth advisors in Ahmedabad72
- Digital wealth advisors in Kolkata69
- Digital wealth advisors in Gurgaon65
- Digital wealth advisors in Chennai54
- Digital wealth advisors in Hyderabad51
Questions about this company list
What does Exact match mean for digital wealth advisors?
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 digital wealth advisors did RevenueBase find based in India?
The saved snapshot records 1,865 matching company records, 37,775 tracked contacts and 4,896 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: November 6, 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 digital wealth advisors based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/digital-wealth-advisors/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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