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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
152Companies
1,712Contacts tracked
304Verified emails
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The 19 largest financial advisory outsourcing companies based in Kolkata, India

Ranked by team size
Top 19 of 152 financial advisory outsourcing companies based in Kolkata, India, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory outsourcing 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceKolkata, IndiaHQ checked Sep 28, 2026501-1,000266 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, 2026
2Indirect evidenceKolkata, IndiaHQ checked Sep 28, 2026201-500216 contacts →

Indirect evidence

“We at JPNR believe in building long-term relationships, not just offering services.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceKolkata, IndiaHQ checked Sep 28, 2026201-500149 contacts →

Partial evidence

“We are a leading financial services firm delivering integrated financial solutions for a dynamic marketplace.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceKolkata, IndiaHQ checked Sep 28, 2026201-500128 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, 2026
5Partial evidenceKolkata, IndiaHQ checked Sep 28, 202651-20032 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, 2026
6Indirect evidenceKolkata, IndiaHQ checked Sep 28, 202651-20029 contacts →

Indirect evidence

“Dynamic Equities Pvt.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceKolkata, IndiaHQ checked Sep 28, 202611-5021 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, 2026
8Partial evidenceKolkata, IndiaHQ checked Sep 28, 202611-5020 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, 2026
9Strong evidenceKolkata, IndiaHQ checked Sep 28, 202611-5020 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, 2026
10Partial evidenceKolkata, IndiaHQ checked Sep 28, 20261-1015 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, 2026
11Indirect evidenceKolkata, IndiaHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Hey there, Feeling a bit lost in the money world?”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceKolkata, IndiaHQ checked Sep 28, 20261-1013 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, 2026
13Partial evidenceKolkata, IndiaHQ checked Sep 28, 202611-508 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, 2026
14Partial evidenceKolkata, IndiaHQ checked Sep 28, 202651-2007 contacts →

Partial evidence

“AdroitPro Advisory Ventures India (P) Ltd.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceKolkata, IndiaHQ checked Sep 28, 202611-504 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, 2026
16Partial evidenceKolkata, IndiaHQ checked Sep 28, 20261-103 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, 2026
17Partial evidenceKolkata, IndiaHQ checked Sep 28, 20261-103 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, 2026
18Indirect evidenceKolkata, IndiaHQ checked Sep 28, 202611-501 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, 2026
19Strong evidenceKolkata, IndiaHQ checked Sep 28, 20261-101 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, 2026

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, 2026
17.8%Verified-email coverage
11.3Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
83
11-50
47
51-200
10
201-500
10
501-1,000
2

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.

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.