Company lists · Data refreshed September 2026
Top 19 Financial advisory outsourcing companies based in Kolkata, India
RevenueBase identified 152 financial advisory outsourcing companies headquartered in Kolkata, India as of September 2026 and tracks 1,712 professional contacts across them, including 304 with verified work emails. Across India, Mumbai is the largest hub for this category (579 companies); Kolkata has 152.
This list covers financial advisory outsourcing companies headquartered in Kolkata, 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 28, 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.
The 19 largest financial advisory outsourcing companies based in Kolkata, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 216 contacts → | ||||
Indirect evidence “We at JPNR believe in building long-term relationships, not just offering services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 149 contacts → | ||||
Partial evidence “We are a leading financial services firm delivering integrated financial solutions for a dynamic marketplace.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 32 contacts → | ||||
Partial evidence “Welcon Financials is a new generation enterprise free from legacy mindset, that strives to create win-win situation in both short and long term objectives.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 29 contacts → | ||||
Indirect evidence “Dynamic Equities Pvt.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 contacts → | ||||
Partial evidence “Uirtus Advisors provides highly skilled business support services to corporates and start-ups across geographies, industries and sizes.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 20 contacts → | ||||
Partial evidence “Synergy Accounting Services is a young and fast growing finance and accounts outsourcing company primarily dealing with CPAs and accounting firms across the United States of…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20 contacts → | ||||
Strong evidence “We provide complete financial solutions like Financial Advisory Services, Financial Planning Services, Financial Consultancy Services, Financial Management Solutions to…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 15 contacts → | ||||
Partial evidence “Cresco is a client-focused outsourced research & advisory company, helping clients unlock business value through tailor-made solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “Hey there, Feeling a bit lost in the money world?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Partial evidence “Univesto is a leading financial group of company based in Kolkata, India, founded in 2015 and has two service providing company under it named as Univesto Financial Services LLP…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Partial evidence “A complete financial Planning Boutique helping people better manage their savings since the year We help you to determine your goal and then assist you through the journey to…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Partial evidence “AdroitPro Advisory Ventures India (P) Ltd.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “BLOCK is a team of highly experienced finance professional’s incorporated with a vision to provide a one stop solution for all current and future financial needs for companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial evidence “Trust Capital is in the business of working with successful individuals, families, trusts and Corporate in helping them meet their financial goals; be it wealth creation or…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “SSR is an Independent Financial Planning and Wealth Management Company, specialising in providing client focused, integrity driven advice to individuals, trusts and businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Indcap, took wing with powerful, confident strokes in February 1992, and has rapidly built a significant competitive presence in the country.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “Holistic Financial Service Provider - Financial Advisory Financial Planning, Portfolio Management, Rebalance Strategy Mutual Funds, Insurance - Life & Health, Bonds, NCD, Will…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 advisory outsourcing 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 financial advisory outsourcing companies.
- Partial evidence
- Its own public description names part of financial advisory outsourcing companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisory outsourcing 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 19 of 152 financial advisory outsourcing companies based in Kolkata, India
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Financial advisory outsourcing companies based in Kolkata, India at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Kolkata, so it is reported there. Company counts and contact totals on this page are exact for Kolkata, over 152 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 advisory outsourcing 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 Kolkata, India whose own description of what they do matches “financial advisory outsourcing 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 financial advisory outsourcing 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 financial advisory outsourcing companies, and records with no verified work email. Companies headquartered outside Kolkata 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, 304 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 28, 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 advisory outsourcing companies by metro in India
- Financial advisory outsourcing companies in Mumbai579
- Financial advisory outsourcing companies in New Delhi267
- Financial advisory outsourcing companies in Pune255
- Financial advisory outsourcing companies in Ahmedabad221
- Financial advisory outsourcing companies in Bangalore149
- Financial advisory outsourcing companies in Delhi128
- Financial advisory outsourcing companies in Noida120
- Financial advisory outsourcing companies in Bengaluru114
- Financial advisory outsourcing companies in Chennai114
- Financial advisory outsourcing companies in Hyderabad108
- Financial advisory outsourcing companies in Gurgaon82
- Financial advisory outsourcing companies in Gurugram63
- Financial advisory outsourcing companies in Jaipur60
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 advisory outsourcing 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 financial advisory outsourcing companies are there based in Kolkata, India?
RevenueBase identified 152 financial advisory outsourcing companies headquartered in Kolkata, 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?
Smifs Limited, headquartered in Kolkata, tops this list with the largest team on record.
Which city in India has the most financial advisory outsourcing companies?
Mumbai leads India with 579 headquartered companies, followed by New Delhi (267) and Pune (255). Kolkata has 152.
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 304 verified decision-maker contacts tracked across these 152 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 28, 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.
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