Company lists · Data refreshed September 2026
Top 23 Financial advisory platforms based in Hyderabad, India
RevenueBase identified 132 financial advisory platforms headquartered in Hyderabad, India as of September 2026 and tracks 2,437 professional contacts across them, including 159 with verified work emails. Across India, Mumbai is the largest hub for this category (663 companies); Hyderabad has 132.
This list covers financial advisory platforms headquartered in Hyderabad, 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 23 largest financial advisory platforms based in Hyderabad, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 111 contacts → | ||||
Partial evidence “Founded in 2007, Basan is a one-stop solution to all your financial needs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 85 contacts → | ||||
Strong evidence “Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 79 contacts → | ||||
Partial evidence “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 67 contacts → | ||||
Indirect evidence “We're creating an aspirational world for accounting professionals who love what they do.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 56 contacts → | ||||
Indirect evidence “With you always, all ways!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 51 contacts → | ||||
Partial evidence “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 47 contacts → | ||||
Indirect evidence “ArthaYantra was founded to redefine the landscape of wealth management industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 41 contacts → | ||||
Strong evidence “Guardian Capital Investment Advisors is a SEBI registered investment advisory firm that takes care of all of your financial needs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 32 contacts → | ||||
Partial evidence “Finance box is a tech driven company where you can avail all the financial services without human intervention.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Strong evidence “OnEasy is building the world's first human-less AI-based Financial Intelligence Platform.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Partial evidence “Wealth Munshi is a leading financial planning and wealth management company for Non-Resident Indians (NRIs) and High Net Worth Individuals (HNIs).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “Vika Wealth is a boutique Wealth Management firm, started by experienced professionals who worked with marquee institutions in previous avatars and managed the money of CEOs…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Partial evidence “Cycas Investment Advisors is a SEBI registered investment advisory firm that offers clients wealth management solutions, that include portfolio advisory and tax planning services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “Millennium Finance Limited is a boutique financial services firm registered with SEBI as a portfolio manager.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “A perfect investment companion to realize your financial aspirations, SenSage offers holistic investment planning as well as precise financial guidance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Partial evidence “We empower our investors and clients to make informed decisions with unwavering transparency and build long-term financial success.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “Valueraj Associates Private Limited, is one of the leading financial planning firms and mutual fund distributors in India, offering customized solutions in personal finance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Partial evidence “Picture a future where your entire financial landscape is expertly managed, keeping every detail in perfect order.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Welcome to Shah Financial established in 2017, where we prioritize understanding your unique financial goals to provide tailored wealth solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Strong evidence “Finuncle is a comprehensive financial management platform designed to assist individuals in navigating the complexities of personal finance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Doji Global offer advisory services catering to Forex and Commodities traders.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Strong evidence “finstop.com is a modern and easy to use financial analytical platform designed and built for the Indian investor.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “SimplyJITH Capital is a financial services company, offering you a suite of financial advisory services to help you reach closer to your goals.” 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 platforms. 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 platforms.
- Partial evidence
- Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisory platforms. 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 23 of 132 financial advisory platforms based in Hyderabad, India
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Financial advisory platforms based in Hyderabad, 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 Hyderabad, so it is reported there. Company counts and contact totals on this page are exact for Hyderabad, over 132 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 Hyderabad, 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 Hyderabad 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, 159 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 platforms by metro in India
- Financial advisory platforms in Mumbai663
- Financial advisory platforms in Pune257
- Financial advisory platforms in New Delhi252
- Financial advisory platforms in Bangalore207
- Financial advisory platforms in Bengaluru178
- Financial advisory platforms in Ahmedabad165
- Financial advisory platforms in Kolkata164
- Financial advisory platforms in Noida140
- Financial advisory platforms in Chennai125
- Financial advisory platforms in Delhi116
- Financial advisory platforms in Gurgaon76
- Financial advisory platforms in Gurugram73
- Financial advisory platforms in Jaipur71
- Financial advisory platforms in Surat65
- Financial advisory platforms in Thane63
- Financial advisory platforms in Navi Mumbai49
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 Hyderabad, India?
RevenueBase identified 132 financial advisory platforms headquartered in Hyderabad, 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?
Basan Equity Broking Limited, headquartered in Hyderabad, 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). Hyderabad has 132.
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 159 verified decision-maker contacts tracked across these 132 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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