Company lists · Data refreshed September 2026
Top 25 Family office accounting services based in India
RevenueBase identified 221 family office accounting services headquartered in India as of September 2026 and tracks 3,395 professional contacts across them, including 621 with verified work emails. Mumbai is the largest hub.
This list covers family office accounting services 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.
The 25 largest family office accounting services based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 257 contacts → | ||||
Strong evidence “Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 56 contacts → | ||||
Strong evidence “SAX is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 55 contacts → | ||||
Partial evidence “Alpha Capital is a boutique setup that serves the needs of high - net - worth and affluent individuals, families, businesses, trusts and charities.Each financial solution we…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 42 contacts → | ||||
Indirect evidence “Professional Utilities is a one-stop business consultancy helping entrepreneurs, startups, MSMEs, manufacturers, importers, exporters and established enterprises manage…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 31 contacts → | ||||
Strong evidence “Valtrust is a bespoke, multi-family office, offering investment advisory and financial solutions to families and individuals in order to grow and preserve their wealth, and ensure…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 28 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 25 contacts → | ||||
Indirect evidence “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 24 contacts → | ||||
Indirect evidence “The team at CERVIN has come together because we believe in the shared vision of being absolutely true to our ethical standards.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 24 contacts → | ||||
Indirect evidence “Solique Advisory and Support Services Private Limited (‘Solique’) is a comprehensive solutions provider specializing in delivering top-tier consulting services to both Indian and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 19 contacts → | ||||
Indirect evidence “Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 18 contacts → | ||||
Strong evidence “Foresight Family Office is an independent Multi-Family Office with a presence in Bangalore.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 18 contacts → | ||||
Indirect evidence “QKeepers is a team young and passionate professionals with an undying thirst for expertise.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 17 contacts → | ||||
Indirect evidence “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 17 contacts → | ||||
Indirect evidence “NJ Macson is run by a team of senior Bankers who have spent credible years with leading banks in Corporate Finance, Commercial Banking, Investment Banking, and Private Wealth…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 15 contacts → | ||||
Indirect evidence “We are the industry insiders on your side.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 13 contacts → | ||||
Strong evidence “Generational Capital ( Unit of Satwik & Ritwik Ventures Pvt Ltd) is a leading multi family office founded by Satwik Jain with the vision to protect & grow savers' irreplaceable…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 11 contacts → | ||||
Strong evidence “Metis is a Multi Family Office founded by experienced bankers.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 11 contacts → | ||||
Strong evidence “Conscience Multi Family Office is an humble attempt to bridge the gap between Business ventures, Family Assets & Wealth Management and our core competency lies therein.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 11 contacts → | ||||
Partial evidence “We at Inspirigence Advisors specialize in Managing the Operations/CFO office functions for various Corporate entities like Offshore Funds, Private Equity/Hedge Funds, Mutual…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 11 contacts → | ||||
Strong evidence “We are a family office based in Ahmedabad” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 10 contacts → | ||||
Indirect evidence “An award winning boutique firm with approx.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Indirect evidence “Abhay Bhagat and Co.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Strong evidence “Our vision of a Family Office is very simple, a set of capable professionals who can take informed decisions for the family (or assist the family in taking informed decisions) in…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 8 contacts → | ||||
Indirect evidence “Clarico was founded in year 2013 by highly experienced professionals from PricewaterhouseCoopers, Macquarie etc.” Source: RevenueBase Database · checked Sep 20, 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: family office accounting services. 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 family office accounting services.
- Partial evidence
- Its own public description names part of family office accounting services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office accounting services. 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 221 family office accounting services based in India
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Family office accounting services 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 221 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 family office accounting services, 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 “family office accounting services”. 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 family office accounting services), 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 family office accounting services, 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, 621 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.
Family office accounting services by metro
- Family office accounting services in Mumbai37
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 family office accounting services, 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 family office accounting services are there based in India?
RevenueBase identified 221 family office accounting services 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?
Transaction Square, headquartered in Mumbai, tops this list with the largest team on record.
Which city has the most family office accounting services?
Mumbai leads with 37 headquartered companies, followed by Ahmedabad (15) and New Delhi (15).
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 621 verified decision-maker contacts tracked across these 221 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.
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