Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in India

Name: Estate planning accountants based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 1,840 companies tracked

RevenueBase identified 1,840 estate planning accountants headquartered in India as of September 2026 and tracks 20,771 professional contacts across them, including 2,310 with verified work emails. Mumbai is the largest hub.

This list covers estate planning accountants 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 20, 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 20, 2026 86% judged on-target in blind review

1,840Companies

20,771Contacts tracked

2,310Verified emails

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The 25 largest estate planning accountants based in India

Ranked by team size

Top 25 of 1,840 estate planning accountants based in India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning accountants: 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	Iifl Capital Services Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1,001-5,000	1,878 contacts →
	Indirect evidence “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Source: RevenueBase Database · checked Sep 20, 2026
2	Nuvama Group	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1,001-5,000	448 contacts →
	Indirect 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 20, 2026
3	SPA Capital Services LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	201-500	408 contacts →
	Indirect evidence “Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Source: RevenueBase Database · checked Sep 20, 2026
4	NEO Wealth And Asset Management	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	406 contacts →
	Indirect 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 20, 2026
5	Incred Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	282 contacts →
	Indirect evidence “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Source: RevenueBase Database · checked Sep 20, 2026
6	Transaction Square	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	274 contacts →
	Indirect evidence “Transaction Square is a Tax, Regulatory and Business Advisory firm founded by entrepreneurial Big-4 Partners having collective advisory experience spanning over 3 decades.” Source: RevenueBase Database · checked Sep 20, 2026
7	Fincart Financial Planners	Indirect evidence	Noida, IndiaHQ checked Sep 20, 2026	51-200	226 contacts →
	Indirect evidence “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Source: RevenueBase Database · checked Sep 20, 2026
8	Wise Finserv	Indirect evidence	Noida, IndiaHQ checked Sep 20, 2026	51-200	185 contacts →
	Indirect evidence “Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Source: RevenueBase Database · checked Sep 20, 2026
9	Eastern Financiers LTD	Indirect evidence	Kolkata, IndiaHQ checked Sep 20, 2026	201-500	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 20, 2026
10	Equirus Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	122 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
11	Upwisery	Partial evidence	Hyderabad, IndiaHQ checked Sep 20, 2026	11-50	85 contacts →
	Partial evidence “Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm.” Source: RevenueBase Database · checked Sep 20, 2026
12	Buglerock Capital	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	51-200	82 contacts →
	Indirect evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
13	A D Naik Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	71 contacts →
	Indirect evidence “At A D Naik Wealth, we are enablers of aspirations.” Source: RevenueBase Database · checked Sep 20, 2026
14	Sundaram Alternates	Indirect evidence	Chennai, IndiaHQ checked Sep 20, 2026	201-500	67 contacts →
	Indirect evidence “Our clientele comprises of HNIs, family offices, domestic and international institutions.” Source: RevenueBase Database · checked Sep 20, 2026
15	Deven Choksey	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	64 contacts →
	Indirect evidence “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Source: RevenueBase Database · checked Sep 20, 2026
16	Finwallet	Indirect evidence	Madurai, IndiaHQ checked Sep 20, 2026	11-50	62 contacts →
	Indirect evidence “Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.” Source: RevenueBase Database · checked Sep 20, 2026
17	Rurash Financials Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	59 contacts →
	Indirect evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 20, 2026
18	Epsilon Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	58 contacts →
	Indirect evidence “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Source: RevenueBase Database · checked Sep 20, 2026
19	Trustner	Indirect evidence	Guwahati, IndiaHQ checked Sep 20, 2026	51-200	57 contacts →
	Indirect evidence “Finedge Services is now Trustner.” Source: RevenueBase Database · checked Sep 20, 2026
20	GAK Group	Indirect evidence	Hyderabad, IndiaHQ checked Sep 20, 2026	11-50	56 contacts →
	Indirect evidence “With you always, all ways!” Source: RevenueBase Database · checked Sep 20, 2026
21	I CAP Financial Services	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	51 contacts →
	Indirect 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 20, 2026
22	Etica Wealth P LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	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 20, 2026
23	Wealth Advisors India Pvt. LTD	Indirect evidence	Chennai, IndiaHQ checked Sep 20, 2026	51-200	48 contacts →
	Indirect evidence “Wealth Advisors (India) Pvt.” Source: RevenueBase Database · checked Sep 20, 2026
24	SMC Investments And Advisors Limited	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1,001-5,000	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 20, 2026
25	Complete Circle Capital Pvt. LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	51-200	44 contacts →
	Indirect evidence “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Source: RevenueBase Database · checked Sep 20, 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: estate planning accountants. 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 estate planning accountants.
Partial evidence: Its own public description names part of estate planning accountants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning accountants. 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 1,840 estate planning accountants based in India

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Estate planning accountants based in India at a glance

As of Sep 20, 2026

11.1%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

15.8%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,152

11-50

540

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 1,840 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 estate planning accountants, 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 “estate planning accountants”. 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 estate planning accountants), 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 estate planning accountants, 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, 2,310 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 20, 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.

Estate planning accountants by metro

Estate planning accountants in Mumbai291
Estate planning accountants in New Delhi125
Estate planning accountants in Pune123
Estate planning accountants in Kolkata82
Estate planning accountants in Bangalore75
Estate planning accountants in Ahmedabad73
Estate planning accountants in Bengaluru59
Estate planning accountants in Chennai55
Estate planning accountants in Delhi50
Estate planning accountants in Noida50
Estate planning accountants in Hyderabad48
Estate planning accountants in Gurugram37
Estate planning accountants in Jaipur37
Estate planning accountants in Gurgaon35
Estate planning accountants in Thane33

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 estate planning accountants, 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 estate planning accountants are there based in India?

RevenueBase identified 1,840 estate planning accountants 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?

Iifl Capital Services Limited, headquartered in Andheri East Mumbai, tops this list with the largest team on record.

Which city has the most estate planning accountants?

Mumbai leads with 291 headquartered companies, followed by New Delhi (125) and Pune (123).

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 2,310 verified decision-maker contacts tracked across these 1,840 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 20, 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.