Company lists · Data refreshed September 2026
Top 25 Endowment management consulting firms based in India
RevenueBase identified 543 endowment management consulting firms headquartered in India as of September 2026 and tracks 6,970 professional contacts across them, including 1,719 with verified work emails. Mumbai is the largest hub.
This list covers endowment management consulting firms headquartered in 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 28, 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.
The 25 largest endowment management consulting firms based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 589 contacts → | ||||
Partial evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 448 contacts → | ||||
Partial evidence “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 406 contacts → | ||||
Partial evidence “Neo Group is a premium, new-age wealth and asset management firm built for India's most discerning families and institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 323 contacts → | ||||
Indirect evidence “WHO ARE WE?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 171 contacts → | ||||
Partial evidence “Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 163 contacts → | ||||
Indirect evidence “Parag Parikh Financial Advisory Services Ltd.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 154 contacts → | ||||
Indirect evidence “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 128 contacts → | ||||
Indirect evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 107 contacts → | ||||
Partial evidence “Newmark RF (formerly RealFoundations) strengthens Newmark’s global Investor Solutions suite while expanding consulting and managed services for institutional clients across the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 82 contacts → | ||||
Partial evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 73 contacts → | ||||
Indirect evidence “Multi-Act Trade & Investments was founded in 1998 with the goal of providing superior investment research services to ultra high-net-worth individuals and family offices in India.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 67 contacts → | ||||
Indirect evidence “Our clientele comprises of HNIs, family offices, domestic and international institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 59 contacts → | ||||
Indirect evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 53 contacts → | ||||
Partial evidence “InvestoXpert - Your Investment Genie is a Real Estate Consulting Company with Integrity and Trust as company pillars.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 48 contacts → | ||||
Indirect evidence “The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 48 contacts → | ||||
Indirect evidence “Wealth Advisors (India) Pvt.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 46 contacts → | ||||
Indirect evidence “SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 44 contacts → | ||||
Partial evidence “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 41 contacts → | ||||
Indirect evidence “40 YEARS OF TOP - NOTCH SERVICE.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 34 contacts → | ||||
Indirect evidence “Uppercrust Wealth Pvt.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 33 contacts → | ||||
Indirect evidence “Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 32 contacts → | ||||
Indirect evidence “Wealth First, promoted in is an independent Investment Advisory Firm focused on “Treasury and Wealth Solutions”.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 30 contacts → | ||||
Partial evidence “Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 30 contacts → | ||||
Partial evidence “Swaraj FinPro is an investment and financial planning firm having ample experience in asset management, investment and Wealth Management sector combining expertise and cumulative…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 27 contacts → | ||||
Indirect evidence “Fintellect is a financial consultancy & executive search firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: endowment management consulting 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 endowment management consulting firms.
- Partial evidence
- Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name endowment management consulting 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 543 endowment management consulting firms based in India
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Endowment management consulting firms based in India at a glance
As of Sep 28, 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 543 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 endowment management consulting 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 India whose own description of what they do matches “endowment management consulting 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 endowment management consulting 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 endowment management consulting firms, and records with no verified work email. Companies headquartered outside India 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, 1,719 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 28, 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.
Endowment management consulting firms by metro
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 endowment management consulting 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 endowment management consulting firms are there based in India?
RevenueBase identified 543 endowment management consulting firms headquartered in 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?
Dezerv, headquartered in Delhi, India, tops this list with the largest team on record.
Which city has the most endowment management consulting firms?
Mumbai leads with 103 headquartered companies, followed by Pune (46) and Bangalore (29).
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 1,719 verified decision-maker contacts tracked across these 543 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 28, 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.
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