Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in India

RevenueBase identified 4,263 financial advisory platforms headquartered in India as of September 2026 and tracks 97,368 professional contacts across them, including 10,875 with verified work emails. Mumbai is the largest hub.

This list covers financial advisory platforms headquartered in India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 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
4,263Companies
97,368Contacts tracked
10,875Verified emails
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The 25 largest financial advisory platforms based in India

Ranked by team size
Top 25 of 4,263 financial advisory platforms based in 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 platforms: 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
1Indirect evidenceMumbai, IndiaHQ checked Sep 28, 20261,001-5,0008,280 contacts →

Indirect evidence

“For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceMumbai, IndiaHQ checked Sep 28, 20261,001-5,0007,289 contacts →

Partial evidence

“With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceMumbai, IndiaHQ checked Sep 28, 20261,001-5,0006,610 contacts →

Indirect evidence

“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceMumbai, IndiaHQ checked Sep 28, 202610001+4,970 contacts →

Partial evidence

“As a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceBengaluru, IndiaHQ checked Sep 28, 2026501-1,0002,165 contacts →

Strong evidence

“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceNew Delhi, IndiaHQ checked Sep 28, 20261,001-5,0002,161 contacts →

Partial evidence

“Established In 1990, SMC is a well-diversified financial services company in India offering services across brokerage (across the asset classes of equities (cash and derivatives)…”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceMumbai, IndiaHQ checked Sep 28, 20261,001-5,0002,047 contacts →

Partial evidence

“Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202610001+1,762 contacts →

Indirect evidence

“Dhani Stocks Limited is one of India’s leading capital market companies providing securities and derivative broking services.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceMumbai, IndiaHQ checked Sep 28, 20265,001-10,0001,282 contacts →

Indirect evidence

“Choice Equity Broking Private Limited: SEBI Reg No.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceMumbai, IndiaHQ checked Sep 28, 2026201-500974 contacts →

Partial evidence

“Arihant Capital Markets Limited is a public limited company incorporated in 1992, with a mission to make every Indian financially independent by offering suitable investment…”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceMumbai, IndiaHQ checked Sep 28, 2026201-500945 contacts →

Partial evidence

“Most financial advice is built around products.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceMumbai, IndiaHQ checked Sep 28, 2026501-1,000816 contacts →

Indirect evidence

“Connect and Converse with likeminded people, Contribute and share your thoughts.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceMumbai, IndiaHQ checked Sep 28, 2026501-1,000812 contacts →

Partial evidence

“PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceMumbai, IndiaHQ checked Sep 28, 2026501-1,000799 contacts →

Indirect evidence

“5paisa is a tech-first discount broker built by traders, for traders, offering a seamless investing & trading experience.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceMumbai, IndiaHQ checked Sep 28, 2026501-1,000691 contacts →

Partial evidence

“Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceGurugram, IndiaHQ checked Sep 28, 20261,001-5,000660 contacts →

Indirect evidence

“PaisaBazaar Marketing and Consulting Private Limited is a company based out of Plot No.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceBengaluru, IndiaHQ checked Sep 28, 20261,001-5,000623 contacts →

Partial evidence

“Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceGurugram, IndiaHQ checked Sep 28, 2026501-1,000608 contacts →

Indirect evidence

“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceMumbai, IndiaHQ checked Sep 28, 2026501-1,000589 contacts →

Indirect evidence

“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceMumbai, IndiaHQ checked Sep 28, 2026201-500557 contacts →

Strong evidence

“TRUST Group is India’s leading institutionalized multi-line and multi-asset financial services platform ranging across investment banking solutions, capital market services…”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceMumbai, IndiaHQ checked Sep 28, 2026201-500553 contacts →

Partial evidence

“1% Club is an education-led fintech platform that helps people make smarter decisions with their money.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceChennai, IndiaHQ checked Sep 28, 2026501-1,000538 contacts →

Indirect evidence

“Aditya Birla Money Limited ("ABML"), a subsidiary of Aditya Birla Capital Limited, is a listed company.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceMumbai, IndiaHQ checked Sep 28, 2026501-1,000528 contacts →

Partial evidence

“Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceNoida, IndiaHQ checked Sep 28, 2026201-500521 contacts →

Indirect evidence

“At Paytm Money, we’re on a mission to simplify and democratize investing for every Indian.”

Source: RevenueBase Database · checked Sep 28, 2026
25Strong evidenceNew Delhi, IndiaHQ checked Sep 28, 2026201-500408 contacts →

Strong evidence

“Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 4,263 financial advisory platforms based in India

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Financial advisory platforms based in India at a glance

As of Sep 28, 2026
11.2%Verified-email coverage
22.8Average contacts per company
1-10Median size (employees)
15.6%Largest-city concentration · Mumbai
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
2,487
11-50
1,236
51-200
336
201-500
130
501-1,000
34
1,001-5,000
20
5,001-10,000
7
10001+
5

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 4,263 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 platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in India whose own description of what they do matches “financial advisory platforms”. 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 platforms), 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 platforms, and records with no verified work email. Companies headquartered outside India are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 10,875 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 platforms, 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 platforms are there based in India?

RevenueBase identified 4,263 financial advisory platforms headquartered in India as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Angel ONE, headquartered in India, tops this list with the largest team on record.

Which city has the most financial advisory platforms?

Mumbai leads with 663 headquartered companies, followed by Pune (257) and New Delhi (252).

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 10,875 verified decision-maker contacts tracked across these 4,263 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.