Company lists · Data refreshed September 2026

Top 25 Financial coaching services based in India

RevenueBase identified 635 financial coaching services headquartered in India as of September 2026 and tracks 4,013 professional contacts across them, including 414 with verified work emails. Mumbai is the largest hub.

This list covers financial coaching services headquartered in 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 19, 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 19, 2026 86% judged on-target in blind review
635Companies
4,013Contacts tracked
414Verified emails
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The 25 largest financial coaching services based in India

Ranked by team size
Top 25 of 635 financial coaching services based in India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial coaching services: 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 evidenceNoida, IndiaHQ checked Sep 19, 202651-200226 contacts →

Indirect evidence

“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceMumbai, IndiaHQ checked Sep 19, 202611-5096 contacts →

Partial evidence

“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceBangalore, IndiaHQ checked Sep 19, 202611-5059 contacts →

Indirect evidence

“PeakAlpha's mission is to help individuals and families manage their money better.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceGuwahati, IndiaHQ checked Sep 19, 202651-20057 contacts →

Indirect evidence

“Finedge Services is now Trustner.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-5046 contacts →

Indirect evidence

“People dream & remain happy.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceNoida, IndiaHQ checked Sep 19, 202611-5042 contacts →

Indirect evidence

“Are you a small business owner looking to conquer the daunting world of finance and taxes?”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceBengaluru, IndiaHQ checked Sep 19, 202611-5041 contacts →

Partial evidence

“Excelberg is a new financial advisory and consultancy firm based in Bangalore.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceNew Delhi, IndiaHQ checked Sep 19, 202611-5032 contacts →

Indirect evidence

“Wealth Advisory”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceKalyan, IndiaHQ checked Sep 19, 202651-20029 contacts →

Partial evidence

“Nidhi Research Firm offers Investment advice, Financial planning, Tax consultation, Tax filling, Insurance consultation and Loan consultation.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

“IArista Artha Pvt.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceMumbai, IndiaHQ checked Sep 19, 20261-1020 contacts →

Partial evidence

“Money Mantra offers a unique approach to helping individuals to reach financial success.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceNavi Mumbai, IndiaHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“At GKFS, we specialize in providing tailored personal finance roadmap for wealth creation, protection, taxation, loan services, and alternative investments.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceAhmedabad, IndiaHQ checked Sep 19, 202611-5018 contacts →

Indirect evidence

“QKeepers is a team young and passionate professionals with an undying thirst for expertise.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceGurugram, IndiaHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“Founded by Mr.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceMumbai, IndiaHQ checked Sep 19, 20261-1015 contacts →

Indirect evidence

“Over the last 35 years, we have been helping over 300+ families effectively manage their Wealth in relation to their needs, wants & EMOTIONS.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceChennai, IndiaHQ checked Sep 19, 20261-1014 contacts →

Partial evidence

“We provide customized financial planning and services to our client's needs to help them achieve their short and long-term financial goals whether it is in tax, mutual fund…”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceKolkata, IndiaHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“Hey there, Feeling a bit lost in the money world?”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceBangalore, IndiaHQ checked Sep 19, 20261-1013 contacts →

Partial evidence

“Simplus helps you take charge of your money matters and achieve your financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceNoida, IndiaHQ checked Sep 19, 202651-20012 contacts →

Partial evidence

“We give best financial advice to the clients”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceKolkata, IndiaHQ checked Sep 19, 202611-5012 contacts →

Partial evidence

“Established in 2012, Welcon Consulting LLP is a Kolkata based Professional Financial Planning & Advisory Firm offering fee based services and solutions to Individuals, Family…”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceAhmedabad, IndiaHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“InvestMitra is a financial advisory firm that helps startups and entrepreneurs make the most of their finances.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceMumbai, IndiaHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“Dhanda Aap Dekhiye, Baaki sab Hum Dekhenge.”

Source: RevenueBase Database · checked Sep 19, 2026
23Strong evidencePune, IndiaHQ checked Sep 19, 202611-5011 contacts →

Strong evidence

“We are a Team of Highly Qualified Experts with a collective experience of 60+ Years in the Financial Services Industry in Financial Planning, Coaching, and training.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceMumbai, IndiaHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“We at Fino – Wise Freedom Group are on a Mission to Educate, Inspire, Empower One Million People to Live a Freedompreneur Lifestyle by Helping them to Live the Life They Desire to…”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidencePune, IndiaHQ checked Sep 19, 202611-5010 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 19, 2026

Showing 25 of 635 financial coaching services based in India

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Financial coaching services based in India at a glance

As of Sep 19, 2026
10.3%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
12.1%Largest-city concentration · Mumbai
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
434
11-50
171
51-200
20
201-500
7
1,001-5,000
2

Email recency for this list is measured worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 635 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 coaching services, 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 India whose own description of what they do matches “financial coaching services”. 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 coaching services), 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 coaching services, and records with no verified work email. Companies headquartered outside India 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, 414 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 19, 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 coaching services by metro

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 coaching services, 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 coaching services are there based in India?

RevenueBase identified 635 financial coaching services headquartered in 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?

Fincart Financial Planners, headquartered in Noida, tops this list with the largest team on record.

Which city has the most financial coaching services?

Mumbai leads with 77 headquartered companies, followed by Pune (50) and New Delhi (38).

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 414 verified decision-maker contacts tracked across these 635 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 19, 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.