Company lists · Data refreshed September 2026
Top 25 Financial advisory platforms based in New Delhi, India
RevenueBase identified 252 financial advisory platforms headquartered in New Delhi, India as of September 2026 and tracks 5,058 professional contacts across them, including 285 with verified work emails. Across India, Mumbai is the largest hub for this category (663 companies); New Delhi has 252.
This list covers financial advisory platforms headquartered in New Delhi, 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 25 largest financial advisory platforms based in New Delhi, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,161 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 408 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 74 contacts → | ||||
Partial evidence “Stoxkart is a rapidly growing financial brokerage house with the goal of making trading easier and cheaper by breaking all barriers that traders and investors face in India in…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 71 contacts → | ||||
Strong evidence “Mint Wealth is a premier investment advisory platform with a strong presence in India and a growing global footprint in Dubai, dedicated to helping investors transform their…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 66 contacts → | ||||
Indirect evidence “Per Annum Money began its journey with P2P lending in 2015.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 47 contacts → | ||||
Partial evidence “Entire BFSI services on one smart platform with free shareables, website, lead management system, dedicated RM & timely payouts, grow income without limits.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 32 contacts → | ||||
Partial evidence “Wealth Advisory” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 23 contacts → | ||||
Indirect evidence “Wealth Discovery is an amalgamation of ideas, passion and commitment.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 22 contacts → | ||||
Partial evidence “TECHNOLOGY PARTNER FOR INVESTMENT SOLUTIONS Greenware is an advisor focussed technology partner.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 contacts → | ||||
Partial evidence “We believe financial well-being should be accessible to everyone, regardless of financial background or expertise.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 20 contacts → | ||||
Partial evidence “Welcome to a world of financial solutions crafted just for you.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 20 contacts → | ||||
Indirect evidence “A savvy fintech startup operating digitally.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 19 contacts → | ||||
Indirect evidence “At X-B4, we're more than just bankers – we're partners in your journey to success.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 18 contacts → | ||||
Indirect evidence “Ganesh StockInvest Pvt.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 15 contacts → | ||||
Indirect evidence “We are a global Private Wealth Management firm helping individuals and families to build, preserve, and grow wealth based on their specific circumstances.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Indirect evidence “There was an idea to bring together a remarkable group of people to see if we could solve for a problem which is bigger than all of us.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 10 contacts → | ||||
Strong evidence “Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 10 contacts → | ||||
Strong evidence “Finest Consultancy is an end-to-end platform providing major financial services for you and your business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Partial evidence “We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 8 contacts → | ||||
Partial evidence “Wealth Bridge India is a next generation online investment advisor.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Strong evidence “Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Partial evidence “For over 10 years, we have helped individuals, families, NRIs, and corporates simplify financial complexities through a client-first approach built on trust, integrity, and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Indirect evidence “The Fin Lit Project is on a mission to make finance accessible, engaging, and actionable for everyone.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Partial evidence “Incremint is focusing on creating a first-of-its-kind digital marketplace that envisages to provide over 500 financial products and assist millions of offline users spread across…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence “Trusted by 50K+ Retail and HNI Investors.” 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 25 of 252 financial advisory platforms based in New Delhi, India
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 285 reachable decision-makers.
Free signup · no credit card
Financial advisory platforms based in New Delhi, 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 New Delhi, so it is reported there. Company counts and contact totals on this page are exact for New Delhi, over 252 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 New Delhi, 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 New Delhi 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, 285 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 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 Hyderabad132
- 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 New Delhi, India?
RevenueBase identified 252 financial advisory platforms headquartered in New Delhi, 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?
SMC Group, headquartered in New Delhi, 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).
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 285 verified decision-maker contacts tracked across these 252 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.
Ready to reach these companies? Verified emails and direct dials for all 252 financial advisory platforms based in New Delhi, India. Start with a free account, no credit card.
Download this list →Related lists
Financial advisory platforms by geography
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia
- Financial advisory platforms based in Sydney, Australia
- Financial advisory platforms based in Belo Horizonte, Brazil
- Financial advisory platforms based in Curitiba, Brazil
- Financial advisory platforms based in Porto Alegre, Brazil
- Financial advisory platforms based in Rio De Janeiro, Brazil
- Financial advisory platforms based in Sao Paulo, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia