Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies based in India

RevenueBase identified 246 company matches for fiduciary services companies associated with India as of September 2026 and tracks 2,675 professional contacts across them, including 215 with verified work emails. Mumbai is the largest hub.

This list covers company matches for fiduciary services companies 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
246Companies
2,675Contacts tracked
215Verified emails
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The 25 largest fiduciary services companies based in India

Ranked by team size
Top 25 of 246 company matches for fiduciary services companies based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-5076 contacts →

Exact match

“TrustPlutus is an independent and trusted Wealth Management firm that focuses on your investment needs and the best way to meet those needs.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchBangalore, IndiaHQ recorded Sep 20, 202611-5051 contacts →

Exact match

“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-5040 contacts →

Exact match

“Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-5024 contacts →

Exact match

“The team at CERVIN has come together because we believe in the shared vision of being absolutely true to our ethical standards.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-5022 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
6Exact matchThane, IndiaHQ recorded Sep 20, 202611-5022 contacts →

Exact match

“Helping You build Long Term Wealth since 2011 MF | SIF | Life & Health Insurance AMFI Registered MF & SIF Distributor | ARN - 286847”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-5020 contacts →

Exact match

“About Vardhman Trusteeship (a Trusteeship Company in Mumbai): Vardhman Trusteeship Private Ltd has been formed by a group of Banking Professionals having in-depth knowledge in…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-5020 contacts →

Exact match

“Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-5019 contacts →

Exact match

“Waterfront Capital is one of the leading wealth management company in India.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchChandigarh, IndiaHQ recorded Sep 20, 20261-1018 contacts →

Exact match

“Kaima Asset is not only a service provider of financial products, its a thought of providing services to clients at its best with a spirit of loyalty and trust.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchBangalore, IndiaHQ recorded Sep 20, 202611-5018 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
12Exact matchGurgaon, IndiaHQ recorded Sep 20, 202611-5016 contacts →

Exact match

“Founded by Mr.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchAhmedabad, IndiaHQ recorded Sep 20, 202611-5016 contacts →

Exact match

“FinArray | Wealth Management & Financial Advisory – Ahmedabad, India [AMFI Registered Mutual Fund Distributor | ARN-229776 ] ISO 9001:2015 & ISO 27001:2022 Certified organization…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchPune, IndiaHQ recorded Sep 20, 20261-1015 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
15Exact matchPune, IndiaHQ recorded Sep 20, 202611-5014 contacts →

Exact match

“Wise Turtle is founded with an objective to ensure Curated and Bespoke solutions for our High-Net-worth clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-5013 contacts →

Exact match

“We are a trusted name in the Financial Services industry, specializing in Trusteeship Services, Estate Planning, Wealth Management, and Legal & Compliance Advisory.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchNashik, IndiaHQ recorded Sep 20, 202611-5013 contacts →

Exact match

“We are AMFI Registered Mutual Fund Distributor (ARN - 90746), SIF Distributor, APMI Registered PMS Distributor.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchFaridabad, IndiaHQ recorded Sep 20, 20261-1012 contacts →

Exact match

“At Wealthmax Financials, we believe wealth is far more than numbers on a statement-it is the foundation on which dreams are built, possibilities are unlocked, and legacies are…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchNew Delhi, IndiaHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“We, Dolce Vita Trustees are a versatile group of professionals, providing a uniquely broad range of services and solutions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchGurgaon, IndiaHQ recorded Sep 20, 202611-507 contacts →

Exact match

“Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, trusts and charities.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchMumbai, IndiaHQ recorded Sep 20, 20261-107 contacts →

Exact match

“The actions we take today impact our future and those of our loved ones.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchNew Delhi, IndiaHQ recorded Sep 20, 20261-107 contacts →

Exact match

“Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchAnand, IndiaHQ recorded Sep 20, 20261-106 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
24Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-506 contacts →

Exact match

“Founded by financial industry veterans, IntelX Money assists High Networth Individuals & families in making better financial decisions, devising the appropriate succession plan…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-506 contacts →

Exact match

“PM Securities is a financial services firm founded in 1989.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 246 fiduciary services companies based in India

See the full list, filter by size, metro and specialty, and access 215 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary services companies based in India at a glance

As of Sep 20, 2026
8.0%Verified-email coverage
10.9Average contacts per company
1-10Median size (employees)
16.3%Largest-city concentration · Mumbai
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
155
11-50
75
51-200
9
201-500
4
501-1,000
1
1,001-5,000
1

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 246 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 “fiduciary services companies” 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 215 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in India?

RevenueBase identified 246 company matches for fiduciary services companies 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?

Trustplutus tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most fiduciary services companies?

Mumbai leads with 40 company records, followed by Pune (19) 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 215 professional contacts with verified work emails tracked across these 246 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.

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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.