Company lists · Data refreshed November 2026
Top 25 Financial advisory associations based in India
RevenueBase identified 385 company matches for financial advisory associations associated with India as of November 2026 and tracks 3,909 professional contacts across them, including 264 with verified work emails. Mumbai is the largest hub.
This list covers company matches for financial advisory associations 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 November 6, 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 financial advisory associations based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 128 contacts → | ||||
Exact match “IIFM is an educational foundation dedicated to providing quality and unbiased education, information, research data and instruction to financial industry professionals, market…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 114 contacts → | ||||
Exact match “AAFM India is the Indian chapter of the American Academy of Financial Management (GAFM Board of Standards, USA)-a globally stewarded standard in financial education.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 107 contacts → | ||||
Exact match “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 103 contacts → | ||||
Exact match “Agrya Consulting Private Limited a multi disciplinary company founded by professionals from Big4.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 74 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 62 contacts → | ||||
Exact match “SLA Finserv is an established financial intermediary firm helping people create a suitable action plan via a thorough assessment of their short-term & long-term financial needs…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 56 contacts → | ||||
Exact match “Network FP, established in 2011 is a pan-India knowledge platform for personal finance professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 50 contacts → | ||||
Exact match “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 39 contacts → | ||||
Exact match “Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 38 contacts → | ||||
Exact match “At MGA Group, we help startups and growing businesses take the right financial decisions at the right time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 21 contacts → | ||||
Exact match “Wealth Advisory” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 18 contacts → | ||||
Exact match “Money Mantra offers a unique approach to helping individuals to reach financial success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 17 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 14 contacts → | ||||
Exact match “Established in 2012, Welcon Consulting LLP is a Kolkata based Professional Financial Planning & Advisory Firm offering fee based services and solutions to Individuals, Family…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 12 contacts → | ||||
Exact match “We give best financial advice to the clients” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “Ark Financial Planners is Rajasthan’s First & Only Comprehensive Financial Planning Firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Welcome to Arthashastra Investments Pvt Ltd – Your Family CFO.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Providing Financial Advisory Services since the year” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “At Fin@Work, we believe that successful investing is driven by two forces: Math and Mind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “We at Dakshin Capital Private Limited believe that protection of your fund along with reasonable appreciation combined with liquidity is of prime importance and we try to enable…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “Finance Doctor was initiated in September 2002 injecting much needed ability, ethics and trust in the field of personal finance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Namo Advisors is a boutique financial advisory firm that specializes in handling the needs of your businesses’ finance function.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “F2 FUNDS, was incorporated in the year 2004; and at present catering to 500+ satisfied famlies spread all over India and abroad with Asset Under Advise(AUA) of 500+ million.At F2…” Recorded in the RevenueBase company graph · Nov 6, 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 “financial advisory associations”. 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 385 financial advisory associations based in India
See the full list, filter by size, metro and specialty, and access 264 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisory associations based in India at a glance
As of Nov 6, 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 385 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 “financial advisory associations” 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 264 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 November 6, 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.
Financial advisory associations by metro
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 “financial advisory associations”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory associations are there based in India?
RevenueBase identified 385 company matches for financial advisory associations associated with India as of November 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?
IIFM tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial advisory associations?
Mumbai leads with 56 company records, followed by New Delhi (29) and Bangalore (20).
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 264 professional contacts with verified work emails tracked across these 385 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 385 financial advisory associations based in India. Start with a free account, no credit card.
Download this list →Related lists
Financial advisory associations by geography
- Financial advisory associations based in Melbourne, Australia
- Financial advisory associations based in Sydney, Australia
- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India
- Financial advisory associations based in Singapore, Singapore
- Financial advisory associations based in Cape Town, South Africa
- Financial advisory associations based in Johannesburg, South Africa
- Financial advisory associations based in Madrid, Spain
- Financial advisory associations based in London, United Kingdom
- Financial advisory associations based in Atlanta, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory associations based in Melbourne, Australia
- Financial advisory associations based in Sydney, Australia
- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India
Company intelligence · public preview
Top 25 financial advisory associations 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 385 matching company records for financial advisory associations based in India, with 3,909 tracked contacts and 264 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: November 6, 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 financial advisory associations 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 |  IIFMiifm.co.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 128 contacts → |
“IIFM is an educational foundation dedicated to providing quality and unbiased education, information, research data and instruction to financial industry professionals, market…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Aafm Indiaaafmindia.co.inHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 114 contacts → |
“AAFM India is the Indian chapter of the American Academy of Financial Management (GAFM Board of Standards, USA)-a globally stewarded standard in financial education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 107 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Agrya Consulting Private Limitedagrya.inHQ: Chennai, IndiaReported employees: 51-200 | Chennai, India | 51-200 | Exact match | 103 contacts → |
“Agrya Consulting Private Limited a multi disciplinary company founded by professionals from Big4.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  The Financialisttinyurl.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 74 contacts → |
“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  SLA Finservslafs.inHQ: Jaipur, IndiaReported employees: 11-50 | Jaipur, India | 11-50 | Exact match | 62 contacts → |
“SLA Finserv is an established financial intermediary firm helping people create a suitable action plan via a thorough assessment of their short-term & long-term financial needs…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Network FPnetworkfp.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 56 contacts → |
“Network FP, established in 2011 is a pan-India knowledge platform for personal finance professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Excelbergexcelberg.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 50 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Plan Ahead Wealth Advisorsplanahead.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 39 contacts → |
“Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  MGA Groupmgagroup.co.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 38 contacts → |
“At MGA Group, we help startups and growing businesses take the right financial decisions at the right time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Prospurtsprospurts.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 21 contacts → |
“Wealth Advisory” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Money Mantramoneymantra.infoHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 18 contacts → |
“Money Mantra offers a unique approach to helping individuals to reach financial success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Mitraz Financial Services Pvt. LTDmitraz.financialHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 17 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Welcon Consulting LLPwelconcorp.comHQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 14 contacts → |
“Established in 2012, Welcon Consulting LLP is a Kolkata based Professional Financial Planning & Advisory Firm offering fee based services and solutions to Individuals, Family…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Candor Capitalcandorcapital.inHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 12 contacts → |
“Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  ARK Primary Advisors Pvt. LTDarkfp.inHQ: Jaipur, IndiaReported employees: 11-50 | Jaipur, India | 11-50 | Exact match | 11 contacts → |
“Ark Financial Planners is Rajasthan’s First & Only Comprehensive Financial Planning Firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Advent Financialadventfa.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Arthashastra Investments Pvt. LTDaarthashastra.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 9 contacts → |
“Welcome to Arthashastra Investments Pvt Ltd – Your Family CFO.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Finanz Indiafinanzindia.comHQ: Nashik, IndiaReported employees: 11-50 | Nashik, India | 11-50 | Exact match | 9 contacts → |
“Providing Financial Advisory Services since the year” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  FIN Work Wealth Services PVT LTDfinatwork.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 9 contacts → |
“At Fin@Work, we believe that successful investing is driven by two forces: Math and Mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Dakshin Capital Private LTDdakshincapital.comHQ: Chennai, IndiaReported employees: 1-10 | Chennai, India | 1-10 | Exact match | 9 contacts → |
“We at Dakshin Capital Private Limited believe that protection of your fund along with reasonable appreciation combined with liquidity is of prime importance and we try to enable…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Finance Doctorfinancedoctor.inHQ: Hyderabad, IndiaReported employees: 1-10 | Hyderabad, India | 1-10 | Exact match | 8 contacts → |
“Finance Doctor was initiated in September 2002 injecting much needed ability, ethics and trust in the field of personal finance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Namo Advisorsnamoadvisors.comHQ: Navi Mumbai, IndiaReported employees: 1-10 | Navi Mumbai, India | 1-10 | Exact match | 7 contacts → |
“Namo Advisors is a boutique financial advisory firm that specializes in handling the needs of your businesses’ finance function.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  F2 Fundsf2fund.comHQ: Maharashtra, IndiaReported employees: 1-10 | Maharashtra, India | 1-10 | Exact match | 7 contacts → |
“F2 FUNDS, was incorporated in the year 2004; and at present catering to 500+ satisfied famlies spread all over India and abroad with Asset Under Advise(AUA) of 500+ million.At F2…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 385 company matches
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Financial advisory associations: dataset insights
November 6, 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
383 records in the displayed employee bands.
2 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 385 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: November 6, 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 ↗
Financial advisory associations by metro
Questions about this company list
What does Exact match mean for financial advisory associations?
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 financial advisory associations did RevenueBase find based in India?
The saved snapshot records 385 matching company records, 3,909 tracked contacts and 264 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: November 6, 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.
Related lists
Financial advisory associations by geography
- Financial advisory associations based in Melbourne, Australia
- Financial advisory associations based in Sydney, Australia
- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India
- Financial advisory associations based in Singapore, Singapore
- Financial advisory associations based in Cape Town, South Africa
- Financial advisory associations based in Johannesburg, South Africa
- Financial advisory associations based in Madrid, Spain
- Financial advisory associations based in London, United Kingdom
- Financial advisory associations based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 financial advisory associations based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-advisory-associations/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory associations based in Melbourne, Australia
- Financial advisory associations based in Sydney, Australia
- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India
Company intelligence · public preview
Top 25 financial advisory associations based in India
RevenueBase records 385 matching company records for financial advisory associations based in India, with 3,909 tracked contacts and 264 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: November 6, 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 financial advisory associations 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 | IIFMiifm.co.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 128 contacts → |
“IIFM is an educational foundation dedicated to providing quality and unbiased education, information, research data and instruction to financial industry professionals, market…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Aafm Indiaaafmindia.co.in HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 114 contacts → |
“AAFM India is the Indian chapter of the American Academy of Financial Management (GAFM Board of Standards, USA)-a globally stewarded standard in financial education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 107 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Agrya Consulting Private Limitedagrya.in HQ: Chennai, IndiaReported employees: 51-200 | Chennai, India | 51-200 | Exact match | 103 contacts → |
“Agrya Consulting Private Limited a multi disciplinary company founded by professionals from Big4.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | The Financialisttinyurl.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 74 contacts → |
“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | SLA Finservslafs.in HQ: Jaipur, IndiaReported employees: 11-50 | Jaipur, India | 11-50 | Exact match | 62 contacts → |
“SLA Finserv is an established financial intermediary firm helping people create a suitable action plan via a thorough assessment of their short-term & long-term financial needs…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Network FPnetworkfp.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 56 contacts → |
“Network FP, established in 2011 is a pan-India knowledge platform for personal finance professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Excelbergexcelberg.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 50 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Plan Ahead Wealth Advisorsplanahead.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 39 contacts → |
“Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MGA Groupmgagroup.co.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 38 contacts → |
“At MGA Group, we help startups and growing businesses take the right financial decisions at the right time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Prospurtsprospurts.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 21 contacts → |
“Wealth Advisory” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Money Mantramoneymantra.info HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 18 contacts → |
“Money Mantra offers a unique approach to helping individuals to reach financial success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mitraz Financial Services Pvt. LTDmitraz.financial HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 17 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Welcon Consulting LLPwelconcorp.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 14 contacts → |
“Established in 2012, Welcon Consulting LLP is a Kolkata based Professional Financial Planning & Advisory Firm offering fee based services and solutions to Individuals, Family…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Candor Capitalcandorcapital.in HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 12 contacts → |
“Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ARK Primary Advisors Pvt. LTDarkfp.in HQ: Jaipur, IndiaReported employees: 11-50 | Jaipur, India | 11-50 | Exact match | 11 contacts → |
“Ark Financial Planners is Rajasthan’s First & Only Comprehensive Financial Planning Firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Advent Financialadventfa.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Arthashastra Investments Pvt. LTDaarthashastra.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 9 contacts → |
“Welcome to Arthashastra Investments Pvt Ltd – Your Family CFO.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Finanz Indiafinanzindia.com HQ: Nashik, IndiaReported employees: 11-50 | Nashik, India | 11-50 | Exact match | 9 contacts → |
“Providing Financial Advisory Services since the year” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | FIN Work Wealth Services PVT LTDfinatwork.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 9 contacts → |
“At Fin@Work, we believe that successful investing is driven by two forces: Math and Mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Dakshin Capital Private LTDdakshincapital.com HQ: Chennai, IndiaReported employees: 1-10 | Chennai, India | 1-10 | Exact match | 9 contacts → |
“We at Dakshin Capital Private Limited believe that protection of your fund along with reasonable appreciation combined with liquidity is of prime importance and we try to enable…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Finance Doctorfinancedoctor.in HQ: Hyderabad, IndiaReported employees: 1-10 | Hyderabad, India | 1-10 | Exact match | 8 contacts → |
“Finance Doctor was initiated in September 2002 injecting much needed ability, ethics and trust in the field of personal finance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Namo Advisorsnamoadvisors.com HQ: Navi Mumbai, IndiaReported employees: 1-10 | Navi Mumbai, India | 1-10 | Exact match | 7 contacts → |
“Namo Advisors is a boutique financial advisory firm that specializes in handling the needs of your businesses’ finance function.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | F2 Fundsf2fund.com HQ: Maharashtra, IndiaReported employees: 1-10 | Maharashtra, India | 1-10 | Exact match | 7 contacts → |
“F2 FUNDS, was incorporated in the year 2004; and at present catering to 500+ satisfied famlies spread all over India and abroad with Asset Under Advise(AUA) of 500+ million.At F2…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 385 company matches
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Financial advisory associations: dataset insights
November 6, 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
383 records in the displayed employee bands.
2 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 385 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: November 6, 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 ↗
Financial advisory associations by metro
Questions about this company list
What does Exact match mean for financial advisory associations?
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 financial advisory associations did RevenueBase find based in India?
The saved snapshot records 385 matching company records, 3,909 tracked contacts and 264 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: November 6, 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.
Related lists
Financial advisory associations by geography
- Financial advisory associations based in Melbourne, Australia
- Financial advisory associations based in Sydney, Australia
- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India
- Financial advisory associations based in Singapore, Singapore
- Financial advisory associations based in Cape Town, South Africa
- Financial advisory associations based in Johannesburg, South Africa
- Financial advisory associations based in Madrid, Spain
- Financial advisory associations based in London, United Kingdom
- Financial advisory associations based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 financial advisory associations based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-advisory-associations/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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- Financial advisory associations based in Melbourne, Australia
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- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India