Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Chennai, India

RevenueBase identified 125 financial advisory platforms headquartered in Chennai, India as of September 2026 and tracks 2,674 professional contacts across them, including 203 with verified work emails. Across India, Mumbai is the largest hub for this category (663 companies); Chennai has 125.

This list covers financial advisory platforms headquartered in Chennai, 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
125Companies
2,674Contacts tracked
203Verified emails
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The 25 largest financial advisory platforms based in Chennai, India

Ranked by team size
Top 25 of 125 financial advisory platforms based in Chennai, 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 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
2Indirect evidenceChennai, IndiaHQ checked Sep 28, 202651-200248 contacts →

Indirect evidence

“Paterson Securities Pvt.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceChennai, IndiaHQ checked Sep 28, 2026501-1,000126 contacts →

Indirect evidence

“Zebu: Your trusted partner for wealth creation and seamless trading, proudly serves over 1 Lakh+ clients as a trusted member of NSE, BSE, MCX, MSEI, and CDSL.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceChennai, IndiaHQ checked Sep 28, 202651-20069 contacts →

Indirect evidence

“IOURING is a Fintech company based out of Chennai, with prime focus on developing products and tools in Capital Markets and Banking space.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceChennai, IndiaHQ checked Sep 28, 202611-5061 contacts →

Strong evidence

“About Us : We aim to be your online financial friend, with the Era of Robots, regulation, and Strong Advisory Team.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceChennai, IndiaHQ checked Sep 28, 2026201-50056 contacts →

Indirect evidence

“Founded in 1994 by Mr.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceChennai, IndiaHQ checked Sep 28, 202651-20048 contacts →

Partial evidence

“Wealth Advisors (India) Pvt.”

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceChennai, IndiaHQ checked Sep 28, 202611-5042 contacts →

Strong evidence

“An Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceChennai, IndiaHQ checked Sep 28, 202651-20042 contacts →

Partial evidence

“Aetram Trades India is a financial institution offering world-class stock broking and stock market services.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceChennai, IndiaHQ checked Sep 28, 202611-5033 contacts →

Partial evidence

“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceChennai, IndiaHQ checked Sep 28, 202651-20022 contacts →

Indirect evidence

“Our team comprises of young, passionate, energetic and insightful finance professionals with Big-Four background, rich-industry experience backed by an associate team of qualified…”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceChennai, IndiaHQ checked Sep 28, 20261-1020 contacts →

Indirect evidence

“Wellness is an act of following good practices on a regular basis so that you are not just surviving but you are LIVING.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceChennai, IndiaHQ checked Sep 28, 202611-5018 contacts →

Indirect evidence

“In a world of multiple investment products, choosing the right one with your risk profile is need of the hour for long term "Wealth creation".”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceChennai, IndiaHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“ithoughtMFD is a leading mutual fund distributor.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceChennai, IndiaHQ checked Sep 28, 202611-5010 contacts →

Strong evidence

“Founded in April 2009, Capricorne Mindframe was created to redefine traditional financial advisory by offering progressive, client-centric, and value-driven solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceChennai, IndiaHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceChennai, IndiaHQ checked Sep 28, 202611-507 contacts →

Partial evidence

“Boharr a wealth tech company registered under the Start-up India Initiative, offers a comprehensive, unified E2E software solution for business entities such as banks, financial…”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceChennai, IndiaHQ checked Sep 28, 202611-506 contacts →

Strong evidence

“Unieke Capital Advisory Private Limited is one of India's leading financial expert with the sole aim of providing focused and customized solutions in the area of Investment…”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceChennai, IndiaHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“At Finaagi Consulting, we are dedicated to empowering companies with the knowledge and support needed to thrive in the ever-evolving financial landscape.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceChennai, IndiaHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Financial Planning is not something you pick off a shelf.”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceChennai, IndiaHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“We, at 4S Planners, are Independent Financial Advisors.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceChennai, IndiaHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“It is vital to wisely invest the hard earned money in an appropriate investment venue according to the investor’s needs and their expectations.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceChennai, IndiaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“A Financial Planning and Investment Planning Firm”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceChennai, IndiaHQ checked Sep 28, 202611-501 contacts →

Strong evidence

“We are a new age advisory firm offering personal wealth management solutions for individuals and strategic financial solutions for corporates.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceChennai, IndiaHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Our purpose is to help our clients build and manage their wealth.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 125 financial advisory platforms based in Chennai, India

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Financial advisory platforms based in Chennai, India at a glance

As of Sep 28, 2026
7.6%Verified-email coverage
21.4Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
74
11-50
28
51-200
12
201-500
6
501-1,000
4

Email recency for this list is measured across the whole India list rather than for Chennai, so it is reported there. Company counts and contact totals on this page are exact for Chennai, over 125 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 Chennai, 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 Chennai 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, 203 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 Chennai, India?

RevenueBase identified 125 financial advisory platforms headquartered in Chennai, 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?

ABC, headquartered in Chennai, tops this list with the largest team on record.

Which city in India has the most financial advisory platforms?

Mumbai leads India with 663 headquartered companies, followed by Pune (257) and New Delhi (252). Chennai has 125.

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 203 verified decision-maker contacts tracked across these 125 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.