Company lists · Data refreshed September 2026
Top 22 Estate planning firms based in India
RevenueBase identified 93 company matches for estate planning firms associated with India as of September 2026 and tracks 1,767 professional contacts across them, including 86 with verified work emails. Mumbai is the largest hub.
This list covers company matches for estate planning firms 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 September 20, 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 22 largest estate planning firms based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 39 contacts → | ||||
Exact match “Legacy Growth assists families to meet two of their fundamental objectives – creating legacy and realising growth We recommend and implement effective legal and tax structures for…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 25 contacts → | ||||
Exact match “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 21 contacts → | ||||
Exact match “At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “WillJini is India's most trusted Succession services Expert.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “We are a trusted name in the Financial Services industry, specializing in Trusteeship Services, Estate Planning, Wealth Management, and Legal & Compliance Advisory.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “MZD Legal Consultancy is a boutique law firm based in Mumbai, India, offering practical and high-quality legal services across real estate, estates and succession, private client…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “The actions we take today impact our future and those of our loved ones.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “is an admired financial planning & wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “A Mumbai based law firm advising on real estate and corporate law transactions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “We all strongly believe in the statement “Punarapi Jananam Punarapi Maranam”.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “You Are Ensured (YAE Services LLP) is an Indian estate planning platform that helps families organise their financial information, create legally valid wills, and ensure smooth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Every family has a story.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Terentia is a boutique consulting company which specializes in Family Business Succession Planning and Family Business advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Optima Money Managers Pvt.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “DigiWill (Servfar Services Pvt Ltd) is a DIPP recognized startup working with a vision to shape Estate Planning by enhancing inheritance standards with our product-driven approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Trust Capital is in the business of working with successful individuals, families, trusts and Corporate in helping them meet their financial goals; be it wealth creation or…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Bachat Guru is a Chandigarh based financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Succession Resources LLP helps founders, entrepreneurs, and family-run businesses plan smooth leadership and wealth transitions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Manish Aggarwal is providing professionally managed Financial & Legal Consultant as per individual requirement after various risk analysis and required corpus estimation in future.” Recorded in the RevenueBase company graph · Sep 20, 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 “estate planning firms”. 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 22 of 93 estate planning firms based in India
See the full list, filter by size, metro and specialty, and access 86 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Estate planning firms based in India at a glance
As of Sep 20, 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 93 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 “estate planning firms” 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 86 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 September 20, 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.
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 “estate planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning firms are there based in India?
RevenueBase identified 93 company matches for estate planning firms associated with India as of September 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?
Legacy Growth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate planning firms?
Mumbai leads with 17 company records, followed by Pune (10) and Bangalore (8).
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 86 professional contacts with verified work emails tracked across these 93 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 93 estate planning firms based in India. Start with a free account, no credit card.
Download this list →Related lists
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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
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- New lists
- Estate planning firms based in Calgary, Canada
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Company intelligence · public preview
Top 22 estate planning firms 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 93 matching company records for estate planning firms based in India, with 1,767 tracked contacts and 86 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 22 estate planning firms 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 |  Legacy Growthlegacygrowth.comHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 39 contacts → |
“Legacy Growth assists families to meet two of their fundamental objectives – creating legacy and realising growth We recommend and implement effective legal and tax structures for…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Private Bankersprivatebankers.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 25 contacts → |
“Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Raya Wealth Private Limitedrayawealth.comHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 21 contacts → |
“At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Shriram Wealth Architectureshriramwealtharchitecture.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 20 contacts → |
“Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Willjiniwilljini.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 13 contacts → |
“WillJini is India's most trusted Succession services Expert.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Universal Trusteesuniversaltrustees.co.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 13 contacts → |
“We are a trusted name in the Financial Services industry, specializing in Trusteeship Services, Estate Planning, Wealth Management, and Legal & Compliance Advisory.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  MZD Legal Consultancy, Advocatesmzdlegal.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 11 contacts → |
“MZD Legal Consultancy is a boutique law firm based in Mumbai, India, offering practical and high-quality legal services across real estate, estates and succession, private client…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Warmond Fiduciary Services Limitedwarmond.co.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“The actions we take today impact our future and those of our loved ones.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Life Dignifiedlifedignified.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“is an admired financial planning & wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  RRH Legalrrhlegal.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 6 contacts → |
“A Mumbai based law firm advising on real estate and corporate law transactions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Propsevapropseva.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 5 contacts → |
“We all strongly believe in the statement “Punarapi Jananam Punarapi Maranam”.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | YOU ARE Ensured YAE Services LLPyouareensured.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 5 contacts → |
“You Are Ensured (YAE Services LLP) is an Indian estate planning platform that helps families organise their financial information, create legally valid wills, and ensure smooth…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Planmyestate Advisors LLPplanmyestate.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 4 contacts → |
“Every family has a story.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Terentia Legacy Plannersterentia.co.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 4 contacts → |
“Terentia is a boutique consulting company which specializes in Family Business Succession Planning and Family Business advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Optima Money Managers Pvt. LTDoptimamoney.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 4 contacts → |
“Optima Money Managers Pvt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Digiwillyourdigiwill.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 4 contacts → |
“DigiWill (Servfar Services Pvt Ltd) is a DIPP recognized startup working with a vision to shape Estate Planning by enhancing inheritance standards with our product-driven approach.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Vitamin-Mmyvitaminm.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 4 contacts → |
“We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Trust Capital LLPtrustcapital.inHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 3 contacts → |
“Trust Capital is in the business of working with successful individuals, families, trusts and Corporate in helping them meet their financial goals; be it wealth creation or…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wediligent Financial Serviceswediligent.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 3 contacts → |
“A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bachat Gurubachatguru.co.inHQ: Mohali, IndiaReported employees: 1-10 | Mohali, India | 1-10 | Exact match | 3 contacts → |
“Bachat Guru is a Chandigarh based financial planning firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Succession Resources LLPrakesh-sharma.com HQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 2 contacts → |
“Succession Resources LLP helps founders, entrepreneurs, and family-run businesses plan smooth leadership and wealth transitions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Manish Aggarwalmanishaggarwal51.com HQ: Rewari, IndiaReported employees: 1-10 | Rewari, India | 1-10 | Exact match | 2 contacts → |
“Manish Aggarwal is providing professionally managed Financial & Legal Consultant as per individual requirement after various risk analysis and required corpus estimation in future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 93 company matches
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Estate planning firms: dataset insights
September 20, 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
93 records in the displayed employee bands.
0 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 93 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for estate planning firms?
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 estate planning firms did RevenueBase find based in India?
The saved snapshot records 93 matching company records, 1,767 tracked contacts and 86 verified emails. The public preview displays 22 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: September 20, 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
Estate planning firms by geography
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada
- Estate planning firms based in Albuquerque, United States
- Estate planning firms based in Atlanta, United States
- Estate planning firms based in Austin, United States
- Estate planning firms based in Bellevue, United States
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Browse the directory
Cite this list
RevenueBase Data Team. Top 22 estate planning firms based in India. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-firms/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
- Estate planning firms based in Calgary, Canada
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Company intelligence · public preview
Top 22 estate planning firms based in India
RevenueBase records 93 matching company records for estate planning firms based in India, with 1,767 tracked contacts and 86 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 22 estate planning firms 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 | Legacy Growthlegacygrowth.com HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 39 contacts → |
“Legacy Growth assists families to meet two of their fundamental objectives – creating legacy and realising growth We recommend and implement effective legal and tax structures for…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Private Bankersprivatebankers.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 25 contacts → |
“Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Raya Wealth Private Limitedrayawealth.com HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 21 contacts → |
“At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Shriram Wealth Architectureshriramwealtharchitecture.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 20 contacts → |
“Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Willjiniwilljini.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 13 contacts → |
“WillJini is India's most trusted Succession services Expert.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Universal Trusteesuniversaltrustees.co.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 13 contacts → |
“We are a trusted name in the Financial Services industry, specializing in Trusteeship Services, Estate Planning, Wealth Management, and Legal & Compliance Advisory.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | MZD Legal Consultancy, Advocatesmzdlegal.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 11 contacts → |
“MZD Legal Consultancy is a boutique law firm based in Mumbai, India, offering practical and high-quality legal services across real estate, estates and succession, private client…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Warmond Fiduciary Services Limitedwarmond.co.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“The actions we take today impact our future and those of our loved ones.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Life Dignifiedlifedignified.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“is an admired financial planning & wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | RRH Legalrrhlegal.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 6 contacts → |
“A Mumbai based law firm advising on real estate and corporate law transactions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Propsevapropseva.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 5 contacts → |
“We all strongly believe in the statement “Punarapi Jananam Punarapi Maranam”.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | YOU ARE Ensured YAE Services LLPyouareensured.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 5 contacts → |
“You Are Ensured (YAE Services LLP) is an Indian estate planning platform that helps families organise their financial information, create legally valid wills, and ensure smooth…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Planmyestate Advisors LLPplanmyestate.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 4 contacts → |
“Every family has a story.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Terentia Legacy Plannersterentia.co.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 4 contacts → |
“Terentia is a boutique consulting company which specializes in Family Business Succession Planning and Family Business advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Optima Money Managers Pvt. LTDoptimamoney.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 4 contacts → |
“Optima Money Managers Pvt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Digiwillyourdigiwill.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 4 contacts → |
“DigiWill (Servfar Services Pvt Ltd) is a DIPP recognized startup working with a vision to shape Estate Planning by enhancing inheritance standards with our product-driven approach.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Vitamin-Mmyvitaminm.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 4 contacts → |
“We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Trust Capital LLPtrustcapital.in HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 3 contacts → |
“Trust Capital is in the business of working with successful individuals, families, trusts and Corporate in helping them meet their financial goals; be it wealth creation or…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wediligent Financial Serviceswediligent.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 3 contacts → |
“A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bachat Gurubachatguru.co.in HQ: Mohali, IndiaReported employees: 1-10 | Mohali, India | 1-10 | Exact match | 3 contacts → |
“Bachat Guru is a Chandigarh based financial planning firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Succession Resources LLPrakesh-sharma.com HQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 2 contacts → |
“Succession Resources LLP helps founders, entrepreneurs, and family-run businesses plan smooth leadership and wealth transitions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Manish Aggarwalmanishaggarwal51.com HQ: Rewari, IndiaReported employees: 1-10 | Rewari, India | 1-10 | Exact match | 2 contacts → |
“Manish Aggarwal is providing professionally managed Financial & Legal Consultant as per individual requirement after various risk analysis and required corpus estimation in future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 93 company matches
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Estate planning firms: dataset insights
September 20, 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
93 records in the displayed employee bands.
0 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 93 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for estate planning firms?
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 estate planning firms did RevenueBase find based in India?
The saved snapshot records 93 matching company records, 1,767 tracked contacts and 86 verified emails. The public preview displays 22 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: September 20, 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 22 estate planning firms based in India. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-firms/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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