Company lists · Data refreshed September 2026
Top 25 Family office consultants based in Mumbai, India
RevenueBase identified 287 family office consultants headquartered in Mumbai, India as of September 2026 and tracks 5,777 professional contacts across them, including 1,254 with verified work emails. Mumbai is the largest hub.
This list covers family office consultants headquartered in Mumbai, 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 19, 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 consultants based in Mumbai, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 212 contacts → | ||||
Indirect evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 185 contacts → | ||||
Strong evidence “Waterfield Advisors is a globally recognized independent Indian Multi-Family Office.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 139 contacts → | ||||
Partial evidence “Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 122 contacts → | ||||
Indirect evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 71 contacts → | ||||
Indirect evidence “At A D Naik Wealth, we are enablers of aspirations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 64 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 59 contacts → | ||||
Indirect evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 58 contacts → | ||||
Indirect evidence “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 38 contacts → | ||||
Indirect evidence “At Walter Advisors, we believe that businesses deserve more than just guidance, they deserve a trusted partner through every critical decision.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 36 contacts → | ||||
Partial evidence “The Sekhsaria family has a history of creating enterprises that spans over a century, with decades of experience in the areas of commodities trading, cement, equity markets and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 34 contacts → | ||||
Indirect evidence “3Q Financial Services Private Limited (SEBI Registration No.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 33 contacts → | ||||
Partial evidence “The JRLaddha Group is a leading provider of Financial & Corporate Advisory Services with offices in Mumbai, Kolkata, and Banglore.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 31 contacts → | ||||
Indirect evidence “A Wealth Management Boutique, founded and managed by a group of professionals with over 50 cumulative years of experience, and diverse skill sets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 30 contacts → | ||||
Strong evidence “Established in 1998, Subhkam Ventures is a privately owned and managed family office that straddles public market investments and private equity investments.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 23 contacts → | ||||
Indirect evidence “GrowthFiniti Wealth Private Limited is a distinguished boutique private wealth firm that stands out for its unwavering commitment to value-centric practices and the application of…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 22 contacts → | ||||
Indirect evidence “Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 20 contacts → | ||||
Indirect evidence “Money Mantra offers a unique approach to helping individuals to reach financial success.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 20 contacts → | ||||
Partial evidence “Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 19 contacts → | ||||
Indirect evidence “Waterfront Capital is one of the leading wealth management company in India.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 17 contacts → | ||||
Strong evidence “Wealth First is a boutique Investment Advisory firm focused on providing “Wealth Management Solutions” to High Networth Individuals, Family Offices, Corporates and Institutions.” Source: RevenueBase Database · checked Sep 19, 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 consultants. 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 consultants.
- Partial evidence
- Its own public description names part of family office consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office consultants. 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 287 family office consultants based in Mumbai, India
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Family office consultants based in Mumbai, India at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 287 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 consultants, 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 Mumbai, India whose own description of what they do matches “family office consultants”. 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 consultants), 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 consultants, and records with no verified work email. Companies headquartered outside Mumbai 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, 1,254 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 19, 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 consultants by metro in India
- Family office consultants in Mumbai287
- Family office consultants in Pune117
- Family office consultants in New Delhi105
- Family office consultants in Bangalore78
- Family office consultants in Kolkata67
- Family office consultants in Bengaluru62
- Family office consultants in Ahmedabad61
- Family office consultants in Chennai48
- Family office consultants in Hyderabad43
- Family office consultants in Noida43
- Family office consultants in Delhi42
- Family office consultants in Gurgaon37
- Family office consultants in Gurugram34
- Family office consultants in Jaipur28
- Family office consultants in Thane26
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 consultants, 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 consultants are there based in Mumbai, India?
RevenueBase identified 287 family office consultants headquartered in Mumbai, 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?
Nuvama Group, headquartered in Mumbai, tops this list with the largest team on record.
Which city has the most family office consultants?
Mumbai leads with 287 headquartered companies, followed by Pune (117) and New Delhi (105).
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 1,254 verified decision-maker contacts tracked across these 287 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 19, 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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