Company lists · Data refreshed September 2026

Top 25 Fee-only financial advisors based in India

Name: Fee-only financial advisors based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 304 companies tracked

RevenueBase identified 304 fee-only financial advisors headquartered in India as of September 2026 and tracks 1,386 professional contacts across them, including 168 with verified work emails. Mumbai is the largest hub.

This list covers fee-only financial advisors 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

304Companies

1,386Contacts tracked

168Verified emails

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The 25 largest fee-only financial advisors based in India

Ranked by team size

Top 25 of 304 fee-only financial advisors based in India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fee-only financial advisors: 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	The Financialist	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	61 contacts →
	Strong evidence “All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Source: RevenueBase Database · checked Sep 19, 2026
2	Etica Wealth P LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 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 19, 2026
3	Vete Associates Group	Indirect evidence	Thane West, IndiaHQ checked Sep 19, 2026	11-50	30 contacts →
	Indirect evidence “We do a bit more than just managing your investments, we assist you in achieving your dream!” Source: RevenueBase Database · checked Sep 19, 2026
4	Sahayak Associates	Partial evidence	Chandigarh, IndiaHQ checked Sep 19, 2026	11-50	27 contacts →
	Partial evidence “Our investment process & resultant Wealth Management Plans are designed for specific circumstances & individual financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
5	Circle Wealth Advisors Private Limited	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	22 contacts →
	Strong evidence “Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Source: RevenueBase Database · checked Sep 19, 2026
6	Iarista	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “IArista Artha Pvt.” Source: RevenueBase Database · checked Sep 19, 2026
7	Mitraz Financial Services Pvt. LTD	Strong evidence	Bangalore, IndiaHQ checked Sep 19, 2026	11-50	18 contacts →
	Strong evidence “The financial industry is currently beset with conflict of interest and mis-selling of products; in this scenario, Mitraz was conceptualized to provide fee-based financial advice…” Source: RevenueBase Database · checked Sep 19, 2026
8	The Financial Mall	Indirect evidence	Gurugram, IndiaHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “Founded by Mr.” Source: RevenueBase Database · checked Sep 19, 2026
9	Primewealth	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	15 contacts →
	Partial evidence “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Source: RevenueBase Database · checked Sep 19, 2026
10	Finsherpa Investments PVT LTD	Partial evidence	Chennai, IndiaHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “We provide customized financial planning and services to our client's needs to help them achieve their short and long-term financial goals whether it is in tax, mutual fund…” Source: RevenueBase Database · checked Sep 19, 2026
11	Univesto Financial Services LLP	Partial evidence	Kolkata, IndiaHQ checked Sep 19, 2026	1-10	13 contacts →
	Partial evidence “Univesto is a leading financial group of company based in Kolkata, India, founded in 2015 and has two service providing company under it named as Univesto Financial Services LLP…” Source: RevenueBase Database · checked Sep 19, 2026
12	Quality Finserv Market Private Limited	Partial evidence	Noida, IndiaHQ checked Sep 19, 2026	51-200	12 contacts →
	Partial evidence “We give best financial advice to the clients” Source: RevenueBase Database · checked Sep 19, 2026
13	Future Vista	Indirect evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Future Vista is helping clients manage all aspects of their personal investments and finances.” Source: RevenueBase Database · checked Sep 19, 2026
14	Perpetual Wealth Management	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Source: RevenueBase Database · checked Sep 19, 2026
15	Fortune Investment Services PVT LTD	Partial evidence	T.nagar, IndiaHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “Your Personal CFO for Generational Wealth Founded in 2009, Fortune Investment Services was built on the premise that financial advice should be unbiased, research driven, and…” Source: RevenueBase Database · checked Sep 19, 2026
16	investify.in	Partial evidence	Delhi Ncr, IndiaHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “We are an Indian Financial Planning & Wealth Management company with the motto to remain customer-centric in this cut-throat competitive marketplace.” Source: RevenueBase Database · checked Sep 19, 2026
17	Bees Network LTD	Partial evidence	Kolkata, IndiaHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “A complete financial Planning Boutique helping people better manage their savings since the year We help you to determine your goal and then assist you through the journey to…” Source: RevenueBase Database · checked Sep 19, 2026
18	Purpletouch Finserve	Partial evidence	Bangalore, IndiaHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Source: RevenueBase Database · checked Sep 19, 2026
19	Santushti Capital LLP	Partial evidence	Lucknow, IndiaHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Source: RevenueBase Database · checked Sep 19, 2026
20	Venn Wealth	Strong evidence	Bangalore, IndiaHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “Financial Planning \| Wealth Management \| Multi Family Office Founded in August, 2017, Venn Wealth is a Financial Advisory Firm based out of Bangalore, India.” Source: RevenueBase Database · checked Sep 19, 2026
21	Azuke Global Investment Adviser LLP	Strong evidence	IndiaHQ checked Sep 19, 2026	11-50	6 contacts →
	Strong evidence “We are a boutique financial advisory firm providing single-point, professional, fee-based advice for all your financial needs including implementation and operations.” Source: RevenueBase Database · checked Sep 19, 2026
22	Shrey Wealth	Indirect evidence	Anand, IndiaHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Shrey Wealth is an independent, advice-first distribution house in Anand, Gujarat, AMFI-registered Mutual Fund & SIF Distributor (ARN-255332) and APMI-registered PMS Distributor…” Source: RevenueBase Database · checked Sep 19, 2026
23	Gaindamull Hemraj Capital	Partial evidence	Faridabad, IndiaHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “Gaindamull Hemraj Capital (GMHRC) also known as Gaindamull Hemraj Financial Services (GMHRFS) is a 20-year-old service provider based in Faridabad.” Source: RevenueBase Database · checked Sep 19, 2026
24	Vyana Wealth Management Private Limited	Indirect evidence	Kolkata, IndiaHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
25	Agnam Advisors LLP	Strong evidence	Bengaluru, IndiaHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Agnam Advisors, a SEBI registered fee-only investment advisory firm, operates on a client-focused advisory model, offering impartial advice.” Source: RevenueBase Database · checked Sep 19, 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: fee-only financial advisors. 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 fee-only financial advisors.
Partial evidence: Its own public description names part of fee-only financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fee-only financial advisors. 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 304 fee-only financial advisors based in India

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Fee-only financial advisors based in India at a glance

As of Sep 19, 2026

12.1%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

11.8%Largest-city concentration · Mumbai

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

217

11-50

51-200

201-500

501-1,000

10001+

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 304 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 fee-only financial advisors, 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 “fee-only financial advisors”. 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 fee-only financial advisors), 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 fee-only financial advisors, 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, 168 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.

Fee-only financial advisors by metro

Fee-only financial advisors in Mumbai36

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 fee-only financial advisors, 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 fee-only financial advisors are there based in India?

RevenueBase identified 304 fee-only financial advisors 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?

The Financialist, headquartered in Kandivali East Mumbai, tops this list with the largest team on record.

Which city has the most fee-only financial advisors?

Mumbai leads with 36 headquartered companies, followed by New Delhi (18) and Pune (16).

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 168 verified decision-maker contacts tracked across these 304 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.