Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies based in India

Name: Fiduciary services companies based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 246 companies tracked

RevenueBase identified 246 fiduciary services companies headquartered in 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 fiduciary services companies headquartered in India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

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 fiduciary services companies based in India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: 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	Trustplutus	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	76 contacts →
	Indirect evidence “TrustPlutus is an independent and trusted Wealth Management firm that focuses on your investment needs and the best way to meet those needs.” Source: RevenueBase Database · checked Sep 20, 2026
2	I CAP Financial Services	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	51 contacts →
	Indirect evidence “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Source: RevenueBase Database · checked Sep 20, 2026
3	Plan Ahead Wealth Advisors	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	40 contacts →
	Indirect evidence “Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
4	Cervin Family Office & Advisors Pvt. LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	24 contacts →
	Indirect evidence “The team at CERVIN has come together because we believe in the shared vision of being absolutely true to our ethical standards.” Source: RevenueBase Database · checked Sep 20, 2026
5	Circle Wealth Advisors Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	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 20, 2026
6	Samarth Wealth PVT LTD	Indirect evidence	Thane, IndiaHQ checked Sep 20, 2026	11-50	22 contacts →
	Indirect evidence “Helping You build Long Term Wealth since 2011 MF \| SIF \| Life & Health Insurance AMFI Registered MF & SIF Distributor \| ARN - 286847” Source: RevenueBase Database · checked Sep 20, 2026
7	Vardhman Trusteeship Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
8	Shriram Wealth Architecture	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect 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 20, 2026
9	Waterfront Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “Waterfront Capital is one of the leading wealth management company in India.” Source: RevenueBase Database · checked Sep 20, 2026
10	Kaima Asset	Indirect evidence	Chandigarh, IndiaHQ checked Sep 20, 2026	1-10	18 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
11	Mitraz Financial Services Pvt. LTD	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect 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 20, 2026
12	The Financial Mall	Indirect evidence	Gurugram, IndiaHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “Founded by Mr.” Source: RevenueBase Database · checked Sep 20, 2026
13	Finarray	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “FinArray \| Wealth Management & Financial Advisory – Ahmedabad, India [AMFI Registered Mutual Fund Distributor \| ARN-229776 ] ISO 9001:2015 & ISO 27001:2022 Certified organization…” Source: RevenueBase Database · checked Sep 20, 2026
14	Primewealth	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	15 contacts →
	Indirect evidence “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Source: RevenueBase Database · checked Sep 20, 2026
15	Wise Turtle Finserv LLP	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Wise Turtle is founded with an objective to ensure Curated and Bespoke solutions for our High-Net-worth clients.” Source: RevenueBase Database · checked Sep 20, 2026
16	Universal Trustees	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “We are a trusted name in the Financial Services industry, specializing in Trusteeship Services, Estate Planning, Wealth Management, and Legal & Compliance Advisory.” Source: RevenueBase Database · checked Sep 20, 2026
17	SWS Financial Solutions Pvt. LTD	Indirect evidence	Nashik, IndiaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “We are AMFI Registered Mutual Fund Distributor (ARN - 90746), SIF Distributor, APMI Registered PMS Distributor.” Source: RevenueBase Database · checked Sep 20, 2026
18	Wealthmax Financials	Indirect evidence	Faridabad, IndiaHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
19	Dolce Vita Advisors	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “We, Dolce Vita Trustees are a versatile group of professionals, providing a uniquely broad range of services and solutions.” Source: RevenueBase Database · checked Sep 20, 2026
20	Alpha Capital - India	Indirect evidence	Gurgaon, IndiaHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, trusts and charities.” Source: RevenueBase Database · checked Sep 20, 2026
21	Warmond Fiduciary Services Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “The actions we take today impact our future and those of our loved ones.” Source: RevenueBase Database · checked Sep 20, 2026
22	Marwah Financial	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.” Source: RevenueBase Database · checked Sep 20, 2026
23	Shrey Wealth	Indirect evidence	Anand, IndiaHQ checked Sep 20, 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 20, 2026
24	Intelx Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “Founded by financial industry veterans, IntelX Money assists High Networth Individuals & families in making better financial decisions, devising the appropriate succession plan…” Source: RevenueBase Database · checked Sep 20, 2026
25	PM Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “PM Securities is a financial services firm founded in 1989.” Source: RevenueBase Database · checked Sep 20, 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: fiduciary services companies. 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 fiduciary services companies.
Partial evidence: Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary services companies. 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 246 fiduciary services companies based in India

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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

51-200

201-500

501-1,000

1,001-5,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 215 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fiduciary services companies by metro

Fiduciary services companies in Mumbai40

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 fiduciary services companies, 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 fiduciary services companies are there based in India?

RevenueBase identified 246 fiduciary services companies 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?

Trustplutus, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most fiduciary services companies?

Mumbai leads with 40 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 215 verified decision-maker contacts tracked across these 246 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.