Company lists · Data refreshed September 2026
Top 25 Fee-only financial advisors based in India
RevenueBase identified 304 company matches for fee-only financial advisors associated with 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 company matches for fee-only financial advisors 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 25 largest fee-only financial advisors based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 61 contacts → | ||||
Exact match “All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 48 contacts → | ||||
Exact match “The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 30 contacts → | ||||
Exact match “We do a bit more than just managing your investments, we assist you in achieving your dream!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 27 contacts → | ||||
Exact match “Our investment process & resultant Wealth Management Plans are designed for specific circumstances & individual financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 21 contacts → | ||||
Exact match “IArista Artha Pvt.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 16 contacts → | ||||
Exact match “Founded by Mr.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “We give best financial advice to the clients” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “Future Vista is helping clients manage all aspects of their personal investments and finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “We are an Indian Financial Planning & Wealth Management company with the motto to remain customer-centric in this cut-throat competitive marketplace.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Financial Planning | Wealth Management | Multi Family Office Founded in August, 2017, Venn Wealth is a Financial Advisory Firm based out of Bangalore, India.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “We are a boutique financial advisory firm providing single-point, professional, fee-based advice for all your financial needs including implementation and operations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Gaindamull Hemraj Capital (GMHRC) also known as Gaindamull Hemraj Financial Services (GMHRFS) is a 20-year-old service provider based in Faridabad.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Agnam Advisors, a SEBI registered fee-only investment advisory firm, operates on a client-focused advisory model, offering impartial advice.” 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 “fee-only financial advisors”. 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 25 of 304 fee-only financial advisors based in India
See the full list, filter by size, metro and specialty, and access 168 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fee-only financial advisors 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 304 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 “fee-only financial advisors” 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 168 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 “fee-only financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fee-only financial advisors are there based in India?
RevenueBase identified 304 company matches for fee-only financial advisors 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?
The Financialist tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fee-only financial advisors?
Mumbai leads with 36 company records, followed by Bangalore (22) and New Delhi (18).
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 168 professional contacts with verified work emails tracked across these 304 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 304 fee-only financial advisors based in India. Start with a free account, no credit card.
Download this list →Related lists
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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 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.
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Company intelligence · public preview
Top 25 fee-only financial advisors 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 304 matching company records for fee-only financial advisors based in India, with 1,386 tracked contacts and 168 verified work emails.
This public preview shows 25 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 25 fee-only financial advisors 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 |  The Financialisttinyurl.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Etica Wealth P LTDeticawealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 48 contacts → |
“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Vete Associates Groupveteassociates.com HQ: Thane West, IndiaReported employees: 11-50 | Thane West, India | 11-50 | Exact match | 30 contacts → |
“We do a bit more than just managing your investments, we assist you in achieving your dream!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sahayak Associatessahayakassociates.in HQ: Chandigarh, IndiaReported employees: 11-50 | Chandigarh, India | 11-50 | Exact match | 27 contacts → |
“Our investment process & resultant Wealth Management Plans are designed for specific circumstances & individual financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Iaristaiarista.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“IArista Artha Pvt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mitraz Financial Services Pvt. LTDmitraz.financial HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 18 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Financial Mallthefinancialmall.comHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 16 contacts → |
“Founded by Mr.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Primewealthprimewealth.co.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 15 contacts → |
“PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Finsherpa Investments PVT LTDfinsherpa.comHQ: Chennai, IndiaReported employees: 1-10 | Chennai, India | 1-10 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Univesto Financial Services LLPunivesto.inHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Quality Finserv Market Private Limitedqualityfinserv.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 12 contacts → |
“We give best financial advice to the clients” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Future Vistafuturevista.co.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 11 contacts → |
“Future Vista is helping clients manage all aspects of their personal investments and finances.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Perpetual Wealth Managementperpetualwealth.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fortune Investment Services PVT LTDfortuneinvestment.in HQ: T.nagar, IndiaReported employees: 11-50 | T.nagar, India | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  investify.ininvestify.inHQ: Delhi Ncr, IndiaReported employees: 1-10 | Delhi Ncr, India | 1-10 | Exact match | 9 contacts → |
“We are an Indian Financial Planning & Wealth Management company with the motto to remain customer-centric in this cut-throat competitive marketplace.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Bees Network LTDbees.inHQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Purpletouch Finservepurpletouch.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Santushti Capital LLPsantushti.co.in HQ: Lucknow, IndiaReported employees: 1-10 | Lucknow, India | 1-10 | Exact match | 7 contacts → |
“We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Venn Wealthvennwealth.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 6 contacts → |
“Financial Planning | Wealth Management | Multi Family Office Founded in August, 2017, Venn Wealth is a Financial Advisory Firm based out of Bangalore, India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Azuke Global Investment Adviser LLPazukefinance.com HQ: IndiaReported employees: 11-50 | India | 11-50 | Exact match | 6 contacts → |
“We are a boutique financial advisory firm providing single-point, professional, fee-based advice for all your financial needs including implementation and operations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Shrey Wealthshreywealth.in HQ: Anand, IndiaReported employees: 1-10 | Anand, India | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gaindamull Hemraj Capitalgmhrcapital.com HQ: Faridabad, IndiaReported employees: 11-50 | Faridabad, India | 11-50 | Exact match | 6 contacts → |
“Gaindamull Hemraj Capital (GMHRC) also known as Gaindamull Hemraj Financial Services (GMHRFS) is a 20-year-old service provider based in Faridabad.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  Agnam Advisors LLPagnam.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 5 contacts → |
“Agnam Advisors, a SEBI registered fee-only investment advisory firm, operates on a client-focused advisory model, offering impartial advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 304 company matches
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Fee-only financial advisors: 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
303 records in the displayed employee bands.
1 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 304 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 fee-only financial advisors?
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 fee-only financial advisors did RevenueBase find based in India?
The saved snapshot records 304 matching company records, 1,386 tracked contacts and 168 verified emails. The public preview displays 25 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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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fee-only financial advisors based in India. Snapshot: September 20, 2026. https://revenuebase.ai/companies/fee-only-financial-advisors/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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Company intelligence · public preview
Top 25 fee-only financial advisors based in India
RevenueBase records 304 matching company records for fee-only financial advisors based in India, with 1,386 tracked contacts and 168 verified work emails.
This public preview shows 25 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 25 fee-only financial advisors 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 | The Financialisttinyurl.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Etica Wealth P LTDeticawealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 48 contacts → |
“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Vete Associates Groupveteassociates.com HQ: Thane West, IndiaReported employees: 11-50 | Thane West, India | 11-50 | Exact match | 30 contacts → |
“We do a bit more than just managing your investments, we assist you in achieving your dream!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sahayak Associatessahayakassociates.in HQ: Chandigarh, IndiaReported employees: 11-50 | Chandigarh, India | 11-50 | Exact match | 27 contacts → |
“Our investment process & resultant Wealth Management Plans are designed for specific circumstances & individual financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Iaristaiarista.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“IArista Artha Pvt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mitraz Financial Services Pvt. LTDmitraz.financial HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 18 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Financial Mallthefinancialmall.com HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 16 contacts → |
“Founded by Mr.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Primewealthprimewealth.co.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 15 contacts → |
“PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Finsherpa Investments PVT LTDfinsherpa.com HQ: Chennai, IndiaReported employees: 1-10 | Chennai, India | 1-10 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Univesto Financial Services LLPunivesto.in HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Quality Finserv Market Private Limitedqualityfinserv.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 12 contacts → |
“We give best financial advice to the clients” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Future Vistafuturevista.co.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 11 contacts → |
“Future Vista is helping clients manage all aspects of their personal investments and finances.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Perpetual Wealth Managementperpetualwealth.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fortune Investment Services PVT LTDfortuneinvestment.in HQ: T.nagar, IndiaReported employees: 11-50 | T.nagar, India | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | investify.ininvestify.in HQ: Delhi Ncr, IndiaReported employees: 1-10 | Delhi Ncr, India | 1-10 | Exact match | 9 contacts → |
“We are an Indian Financial Planning & Wealth Management company with the motto to remain customer-centric in this cut-throat competitive marketplace.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bees Network LTDbees.in HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Purpletouch Finservepurpletouch.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 7 contacts → |
“At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Santushti Capital LLPsantushti.co.in HQ: Lucknow, IndiaReported employees: 1-10 | Lucknow, India | 1-10 | Exact match | 7 contacts → |
“We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Venn Wealthvennwealth.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 6 contacts → |
“Financial Planning | Wealth Management | Multi Family Office Founded in August, 2017, Venn Wealth is a Financial Advisory Firm based out of Bangalore, India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Azuke Global Investment Adviser LLPazukefinance.com HQ: IndiaReported employees: 11-50 | India | 11-50 | Exact match | 6 contacts → |
“We are a boutique financial advisory firm providing single-point, professional, fee-based advice for all your financial needs including implementation and operations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Shrey Wealthshreywealth.in HQ: Anand, IndiaReported employees: 1-10 | Anand, India | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gaindamull Hemraj Capitalgmhrcapital.com HQ: Faridabad, IndiaReported employees: 11-50 | Faridabad, India | 11-50 | Exact match | 6 contacts → |
“Gaindamull Hemraj Capital (GMHRC) also known as Gaindamull Hemraj Financial Services (GMHRFS) is a 20-year-old service provider based in Faridabad.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Agnam Advisors LLPagnam.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 5 contacts → |
“Agnam Advisors, a SEBI registered fee-only investment advisory firm, operates on a client-focused advisory model, offering impartial advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 304 company matches
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Fee-only financial advisors: 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
303 records in the displayed employee bands.
1 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 304 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 fee-only financial advisors?
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 fee-only financial advisors did RevenueBase find based in India?
The saved snapshot records 304 matching company records, 1,386 tracked contacts and 168 verified emails. The public preview displays 25 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 25 fee-only financial advisors based in India. Snapshot: September 20, 2026. https://revenuebase.ai/companies/fee-only-financial-advisors/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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