Company lists · Data refreshed September 2026

Top 25 Financial advisors for high net worth based in India

Name: Financial advisors for high net worth based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 2,446 companies tracked

RevenueBase identified 2,446 financial advisors for high net worth headquartered in India as of September 2026 and tracks 28,587 professional contacts across them, including 3,056 with verified work emails. Mumbai is the largest hub.

This list covers financial advisors for high net worth 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

2,446Companies

28,587Contacts tracked

3,056Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial advisors for high net worth based in India

Ranked by team size

Top 25 of 2,446 financial advisors for high net worth 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 financial advisors for high net worth: 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	Iifl Capital Services Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1,001-5,000	1,878 contacts →
	Partial evidence “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Source: RevenueBase Database · checked Sep 20, 2026
2	Emkay Global Financial Services LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	816 contacts →
	Indirect evidence “Connect and Converse with likeminded people, Contribute and share your thoughts.” Source: RevenueBase Database · checked Sep 20, 2026
3	PL Capital Group Prabhudas Lilladher	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	812 contacts →
	Partial evidence “PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Source: RevenueBase Database · checked Sep 20, 2026
4	Nuvama Group	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1,001-5,000	448 contacts →
	Indirect evidence “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Source: RevenueBase Database · checked Sep 20, 2026
5	NEO Wealth And Asset Management	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	406 contacts →
	Indirect evidence “Neo Group is a premium, new-age wealth and asset management firm built for India's most discerning families and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
6	Incred Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	282 contacts →
	Indirect evidence “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Source: RevenueBase Database · checked Sep 20, 2026
7	Smifs Limited	Partial evidence	Kolkata, IndiaHQ checked Sep 20, 2026	501-1,000	266 contacts →
	Partial evidence “SMIFS Limited is a leading wealth management and financial services company with 33+ years of experience in helping investors, HNIs, corporates, and institutions build, grow, and…” Source: RevenueBase Database · checked Sep 20, 2026
8	Fincart Financial Planners	Indirect evidence	Noida, IndiaHQ checked Sep 20, 2026	51-200	226 contacts →
	Indirect evidence “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Source: RevenueBase Database · checked Sep 20, 2026
9	Ionic Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	212 contacts →
	Indirect evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 20, 2026
10	Wise Finserv	Strong evidence	Noida, IndiaHQ checked Sep 20, 2026	51-200	185 contacts →
	Strong evidence “Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Source: RevenueBase Database · checked Sep 20, 2026
11	Parag Parikh Financial Advisory Services Limited	Strong evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	163 contacts →
	Strong evidence “Parag Parikh Financial Advisory Services Ltd.” Source: RevenueBase Database · checked Sep 20, 2026
12	Analah	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	154 contacts →
	Indirect evidence “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Source: RevenueBase Database · checked Sep 20, 2026
13	Eastern Financiers LTD	Strong evidence	Kolkata, IndiaHQ checked Sep 20, 2026	201-500	128 contacts →
	Strong evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 20, 2026
14	Equirus Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	122 contacts →
	Indirect evidence “Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Source: RevenueBase Database · checked Sep 20, 2026
15	Fisdom Private Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	122 contacts →
	Indirect evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 20, 2026
16	Finnovate	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	96 contacts →
	Partial evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 20, 2026
17	Incred Premier	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	86 contacts →
	Partial evidence “InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.” Source: RevenueBase Database · checked Sep 20, 2026
18	Upwisery	Strong evidence	Hyderabad, IndiaHQ checked Sep 20, 2026	11-50	85 contacts →
	Strong evidence “Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm.” Source: RevenueBase Database · checked Sep 20, 2026
19	Buglerock Capital	Strong evidence	Bangalore, IndiaHQ checked Sep 20, 2026	51-200	82 contacts →
	Strong evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
20	RRS	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	78 contacts →
	Partial evidence “Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Source: RevenueBase Database · checked Sep 20, 2026
21	Multi-Act	Strong evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	73 contacts →
	Strong evidence “Multi-Act Trade & Investments was founded in 1998 with the goal of providing superior investment research services to ultra high-net-worth individuals and family offices in India.” Source: RevenueBase Database · checked Sep 20, 2026
22	A D Naik Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	71 contacts →
	Indirect evidence “At A D Naik Wealth, we are enablers of aspirations.” Source: RevenueBase Database · checked Sep 20, 2026
23	Sundaram Alternates	Indirect evidence	Chennai, IndiaHQ checked Sep 20, 2026	201-500	67 contacts →
	Indirect evidence “Our clientele comprises of HNIs, family offices, domestic and international institutions.” Source: RevenueBase Database · checked Sep 20, 2026
24	Deven Choksey	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	64 contacts →
	Partial evidence “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Source: RevenueBase Database · checked Sep 20, 2026
25	Finwallet	Indirect evidence	Madurai, IndiaHQ checked Sep 20, 2026	11-50	62 contacts →
	Indirect evidence “Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.” 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: financial advisors for high net worth. 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 financial advisors for high net worth.
Partial evidence: Its own public description names part of financial advisors for high net worth, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisors for high net worth. 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 2,446 financial advisors for high net worth based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 3,056 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial advisors for high net worth based in India at a glance

As of Sep 20, 2026

10.7%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

15.7%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,566

11-50

671

51-200

128

201-500

501-1,000

1,001-5,000

5,001-10,000

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 2,446 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 financial advisors for high net worth, 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 “financial advisors for high net worth”. 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 financial advisors for high net worth), 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 financial advisors for high net worth, 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, 3,056 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.

Financial advisors for high net worth by metro

Financial advisors for high net worth in Mumbai384
Financial advisors for high net worth in Pune175
Financial advisors for high net worth in New Delhi146
Financial advisors for high net worth in Bangalore106
Financial advisors for high net worth in Kolkata95
Financial advisors for high net worth in Ahmedabad89
Financial advisors for high net worth in Bengaluru77
Financial advisors for high net worth in Chennai74
Financial advisors for high net worth in Delhi69
Financial advisors for high net worth in Noida68
Financial advisors for high net worth in Hyderabad65
Financial advisors for high net worth in Jaipur44
Financial advisors for high net worth in Surat44
Financial advisors for high net worth in Gurugram41
Financial advisors for high net worth in Gurgaon39
Financial advisors for high net worth in Thane39
Financial advisors for high net worth in Vadodara31
Financial advisors for high net worth in Indore27
Financial advisors for high net worth in Chandigarh26

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 financial advisors for high net worth, 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 financial advisors for high net worth are there based in India?

RevenueBase identified 2,446 financial advisors for high net worth 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?

Iifl Capital Services Limited, headquartered in Andheri East Mumbai, tops this list with the largest team on record.

Which city has the most financial advisors for high net worth?

Mumbai leads with 384 headquartered companies, followed by Pune (175) and New Delhi (146).

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 3,056 verified decision-maker contacts tracked across these 2,446 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.

Ready to reach these companies? Verified emails and direct dials for all 2,446 financial advisors for high net worth based in India. Start with a free account, no credit card.

Download this list →

Related lists

Financial advisors for high net worth by geography

Browse the directory

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.