Company lists · Data refreshed September 2026

Top 25 Financial advisory outsourcing companies based in Mumbai, India

Name: Financial advisory outsourcing companies based in Mumbai, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 579 companies tracked

RevenueBase identified 579 company matches for financial advisory outsourcing companies associated with Mumbai, India as of September 2026 and tracks 11,151 professional contacts across them, including 1,486 with verified work emails. Across India, Mumbai is the largest hub for this category.

This list covers company matches for financial advisory outsourcing companies associated with Mumbai, 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 September 28, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

579Companies

11,151Contacts tracked

1,486Verified emails

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The 25 largest financial advisory outsourcing companies based in Mumbai, India

Ranked by team size

Top 25 of 579 company matches for financial advisory outsourcing companies based in Mumbai, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Emkay Global Financial Services LTD	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	501-1,000	816 contacts →
	Exact match “Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Idbi Capital Markets & Securities LTD	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	501-1,000	784 contacts →
	Exact match “SEBI Reg No:NSE (CM, F&O) & BSE No:0893 \| DP ID: IN300-079/450 \| NSE Member No- 07066 \| BSE Clg.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Nuvama Group	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	1,001-5,000	448 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Parag Parikh Financial Advisory Services Limited	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	163 contacts →
	Exact match “Parag Parikh Financial Advisory Services Ltd.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Analah	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	154 contacts →
	Exact match “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Pioneer Investcorp	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	201-500	117 contacts →
	Exact match “Pioneer Investcorp (PINC) is one of India’s leading investment Bankers and Institutional Brokers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Finnovate	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	11-50	96 contacts →
	Exact match “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	RRS	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	11-50	78 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Multi-Act	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	73 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Deven Choksey	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	64 contacts →
	Exact match “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Rurash Financials Private Limited	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	59 contacts →
	Exact match “Rurash Financial Pvt.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Epsilon Money	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	58 contacts →
	Exact match “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Northstar Analytics	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	42 contacts →
	Exact match “Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Magnum Equity Broking Limited	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	39 contacts →
	Exact match “About Equity, Derivative, Commodity, Currency Broking.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Grrowwide Group	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	37 contacts →
	Exact match “Grrowwide offers the expertise of a team of highly experienced professional in the field of Financial and Accounting Management, Tax and Business Advisory, Secretarial and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	3q Private Wealth	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	11-50	34 contacts →
	Exact match “3Q Financial Services Private Limited (SEBI Registration No.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	J.R. Laddha Financial Services Pvt. LTD	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	33 contacts →
	Exact match “The JRLaddha Group is a leading provider of Financial & Corporate Advisory Services with offices in Mumbai, Kolkata, and Banglore.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Moneyedge Financial Consultancy	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	11-50	33 contacts →
	Exact match “Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Ekvity	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “Ekvity, is a very unique fusion.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Mata Securities India Private Limited	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	51-200	29 contacts →
	Exact match “Mata Securities India Pvt.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Mudra Portfolio	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	11-50	24 contacts →
	Exact match “We are a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Basic Financial Services PVT LTD	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “An independent financial advisory that was incorporated in 1994.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Novascotiya	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “Nova Scotiya is a globally-renowned financial consultancy firm dedicated to providing exceptional services to businesses worldwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Circle Wealth Advisors Private Limited	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Mantraa Advisory	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “At Mantraa, we are a team of seasoned professionals with extensive C-suite experience and a passion for empowering businesses.” Recorded in the RevenueBase company graph · Sep 28, 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 outsourcing companies”. 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 579 financial advisory outsourcing companies based in Mumbai, India

See the full list, filter by size, metro and specialty, and access 1,486 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory outsourcing companies based in Mumbai, India at a glance

As of Sep 28, 2026

13.3%Verified-email coverage

19.3Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

327

11-50

175

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 579 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 Mumbai, India whose business descriptions match “financial advisory outsourcing companies” 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 1,486 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 September 28, 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 outsourcing companies by metro in India

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 outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory outsourcing companies are there based in Mumbai, India?

RevenueBase identified 579 company matches for financial advisory outsourcing companies associated with Mumbai, India as of September 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?

Emkay Global Financial Services LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in India has the most financial advisory outsourcing companies?

Mumbai leads India with 579 company records, followed by New Delhi (269) and Bangalore (263).

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 1,486 professional contacts with verified work emails tracked across these 579 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 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 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.