Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Pune, India

Name: Financial advisory platforms based in Pune, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 257 companies tracked

RevenueBase identified 257 financial advisory platforms headquartered in Pune, India as of September 2026 and tracks 1,731 professional contacts across them, including 201 with verified work emails. Across India, Mumbai is the largest hub for this category (663 companies); Pune follows with 257.

This list covers financial advisory platforms headquartered in Pune, 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

257Companies

1,731Contacts tracked

201Verified emails

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The 25 largest financial advisory platforms based in Pune, India

Ranked by team size

Top 25 of 257 financial advisory platforms based in Pune, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Sapient Finserv Private Limited	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	51-200	74 contacts →
	Indirect evidence “Sapient Finserv Pvt.” Source: RevenueBase Database · checked Sep 28, 2026
2	Niveza India PVT LTD	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	51-200	53 contacts →
	Indirect evidence “Niveza India Pvt.” Source: RevenueBase Database · checked Sep 28, 2026
3	Moneyworks4me	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect evidence “MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) focused on helping investors build long-term wealth through transparent, research-driven & conflict-free guidance.” Source: RevenueBase Database · checked Sep 28, 2026
4	investyadnya.in	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence “We are Yadnya!” Source: RevenueBase Database · checked Sep 28, 2026
5	Spring Money	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	27 contacts →
	Indirect evidence “Feeling overwhelmed by your finances?” Source: RevenueBase Database · checked Sep 28, 2026
6	Ready Wealth	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	26 contacts →
	Partial evidence “We guide clients in financial decision making and providing best investment options.” Source: RevenueBase Database · checked Sep 28, 2026
7	Raya Wealth Private Limited	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…” Source: RevenueBase Database · checked Sep 28, 2026
8	Cedrus Wealth Partners	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Source: RevenueBase Database · checked Sep 28, 2026
9	Primewealth	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	15 contacts →
	Partial evidence “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Source: RevenueBase Database · checked Sep 28, 2026
10	Finnova Advisory Services Private Limited	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “At Finnova Advisory, we are dedicated to transforming financial challenges into opportunities for growth.” Source: RevenueBase Database · checked Sep 28, 2026
11	Moneyspring	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “At MoneySpring, we believe wealth is not built through chance - it’s built through clarity, structure, and compounding.” Source: RevenueBase Database · checked Sep 28, 2026
12	Mintwit Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	13 contacts →
	Partial evidence “At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Source: RevenueBase Database · checked Sep 28, 2026
13	Innovate Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “Innovate Financial Services is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of Wealth Management, Investment…” Source: RevenueBase Database · checked Sep 28, 2026
14	Future Vista	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence “Future Vista is helping clients manage all aspects of their personal investments and finances.” Source: RevenueBase Database · checked Sep 28, 2026
15	Veracity Investment Management	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Veracity Investment Management is an integrated distribution firm that specializes in offering a varied bouquet of customized services to people.” Source: RevenueBase Database · checked Sep 28, 2026
16	Jagoinvestor	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Jagoinvestor is a Financial Literacy company which aims to create informed and quality investors across the world - Financial Planning - Investors workshops - Corporate workshops…” Source: RevenueBase Database · checked Sep 28, 2026
17	Perpetual Wealth Management	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Source: RevenueBase Database · checked Sep 28, 2026
18	TOP Quartile Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Top Quartile Financial Services Private Limited, located in Pune is a distributor of financial products specializing in financial planning, distribution of Mutual Funds, Portfolio…” Source: RevenueBase Database · checked Sep 28, 2026
19	Fermi325 Investment Advisers	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “Fermi325 works on the principle of 100% alignment of interest with our clients.” Source: RevenueBase Database · checked Sep 28, 2026
20	Purnartha Investment Advisers Pvt. LTD	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	201-500	8 contacts →
	Indirect evidence “Purnartha is the manifestation of a simple thought - to demystify the world of equity investments and create an ecosystem backed by unmatched expertise, transparency, and strong…” Source: RevenueBase Database · checked Sep 28, 2026
21	HON Financial Advisors	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “Fueling Growth & Success: Tailored Financial Solutions We are Hon Advisors, your trusted partner in outsourced finance solutions.” Source: RevenueBase Database · checked Sep 28, 2026
22	Rainbow Investments	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “At Rainbow Investments, our mission is to provide our clients with comprehensive, competent, customized, and classy best solutions in wealth creation and wealth management areas.” Source: RevenueBase Database · checked Sep 28, 2026
23	Prosperitree	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “PROSPERiTREE is an independent financial services organization, operating from Pune and Goa, dedicated to offering successful individuals, families, trusts and organizations…” Source: RevenueBase Database · checked Sep 28, 2026
24	Capital-K Financial Advisory Services	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Capital-K Financial Advisory Services is an Integrated Financial Service Company.” Source: RevenueBase Database · checked Sep 28, 2026
25	Fundsmart Finserv	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “FUNDSMART is a professionally run AMFI Registered Mutual Fund Distribution Company which works on Mutual Fund, Insurance, Tax planning, FD, Loans & other Financial Services Being…” Source: RevenueBase Database · checked Sep 28, 2026

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 257 financial advisory platforms based in Pune, India

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Financial advisory platforms based in Pune, India at a glance

As of Sep 28, 2026

11.6%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

176

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole India list rather than for Pune, so it is reported there. Company counts and contact totals on this page are exact for Pune, over 257 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 Pune, 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 Pune 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, 201 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

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 Pune, India?

RevenueBase identified 257 financial advisory platforms headquartered in Pune, 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?

Sapient Finserv Private Limited, headquartered in Pune, 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 201 verified decision-maker contacts tracked across these 257 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.