Company lists · Data refreshed September 2026

Top 23 Financial advisory platforms based in Hyderabad, India

RevenueBase identified 132 company matches for financial advisory platforms associated with 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 company matches for financial advisory platforms associated with Hyderabad, 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
132Companies
2,437Contacts tracked
159Verified emails
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The 23 largest financial advisory platforms based in Hyderabad, India

Ranked by team size
Top 23 of 132 company matches for financial advisory platforms based in Hyderabad, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchHyderabad, IndiaHQ recorded Sep 28, 202651-200111 contacts →

Exact match

“Founded in 2007, Basan is a one-stop solution to all your financial needs.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-5085 contacts →

Exact match

“Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-5079 contacts →

Exact match

“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchHyderabad, IndiaHQ recorded Sep 28, 202651-20067 contacts →

Exact match

“We're creating an aspirational world for accounting professionals who love what they do.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-5056 contacts →

Exact match

“With you always, all ways!”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-5051 contacts →

Exact match

“Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchHyderabad, IndiaHQ recorded Sep 28, 202651-20047 contacts →

Exact match

“ArthaYantra was founded to redefine the landscape of wealth management industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-5041 contacts →

Exact match

“Guardian Capital Investment Advisors is a SEBI registered investment advisory firm that takes care of all of your financial needs.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-5032 contacts →

Exact match

“Finance box is a tech driven company where you can avail all the financial services without human intervention.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-5013 contacts →

Exact match

“OnEasy is building the world's first human-less AI-based Financial Intelligence Platform.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-5012 contacts →

Exact match

“Wealth Munshi is a leading financial planning and wealth management company for Non-Resident Indians (NRIs) and High Net Worth Individuals (HNIs).”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-508 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchHyderabad, IndiaHQ recorded Sep 28, 20261-106 contacts →

Exact match

“Cycas Investment Advisors is a SEBI registered investment advisory firm that offers clients wealth management solutions, that include portfolio advisory and tax planning services.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchHyderabad, IndiaHQ recorded Sep 28, 20261-106 contacts →

Exact match

“Millennium Finance Limited is a boutique financial services firm registered with SEBI as a portfolio manager.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchHyderabad, IndiaHQ recorded Sep 28, 20261-106 contacts →

Exact match

“A perfect investment companion to realize your financial aspirations, SenSage offers holistic investment planning as well as precise financial guidance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-505 contacts →

Exact match

“We empower our investors and clients to make informed decisions with unwavering transparency and build long-term financial success.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchHyderabad, IndiaHQ recorded Sep 28, 20261-105 contacts →

Exact match

“Valueraj Associates Private Limited, is one of the leading financial planning firms and mutual fund distributors in India, offering customized solutions in personal finance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchHyderabad, IndiaHQ recorded Sep 28, 20261-104 contacts →

Exact match

“Picture a future where your entire financial landscape is expertly managed, keeping every detail in perfect order.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchHyderabad, IndiaHQ recorded Sep 28, 20261-102 contacts →

Exact match

“Welcome to Shah Financial established in 2017, where we prioritize understanding your unique financial goals to provide tailored wealth solutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchHyderabad, IndiaHQ recorded Sep 28, 20261-102 contacts →

Exact match

“Finuncle is a comprehensive financial management platform designed to assist individuals in navigating the complexities of personal finance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchHyderabad, IndiaHQ recorded Sep 28, 202611-501 contacts →

Exact match

“Doji Global offer advisory services catering to Forex and Commodities traders.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchHyderabad, IndiaHQ recorded Sep 28, 20261-101 contacts →

Exact match

“finstop.com is a modern and easy to use financial analytical platform designed and built for the Indian investor.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchHyderabad, IndiaHQ recorded Sep 28, 20261-101 contacts →

Exact match

“SimplyJITH Capital is a financial services company, offering you a suite of financial advisory services to help you reach closer to your goals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 23 of 132 financial advisory platforms based in Hyderabad, India

See the full list, filter by size, metro and specialty, and access 159 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory platforms based in Hyderabad, India at a glance

As of Sep 28, 2026
6.5%Verified-email coverage
18.5Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
82
11-50
38
51-200
7
201-500
2
1,001-5,000
2
10001+
1

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

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 Hyderabad, India whose business descriptions match “financial advisory platforms” 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 159 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.

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

How many financial advisory platforms are there based in Hyderabad, India?

RevenueBase identified 132 company matches for financial advisory platforms associated with Hyderabad, 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?

Basan Equity Broking Limited 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 platforms?

Mumbai leads India with 663 company records, followed by Bangalore (385) and Pune (257). Hyderabad has 132.

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 159 professional contacts with verified work emails tracked across these 132 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.