Company lists · Data refreshed September 2026
Top 15 Financial planning companies based in Hyderabad, India
RevenueBase identified 75 financial planning companies headquartered in Hyderabad, India as of September 2026 and tracks 359 professional contacts across them, including 27 with verified work emails. Mumbai is the largest hub.
This list covers financial planning companies 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 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.
The 15 largest financial planning companies based in Hyderabad, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13 contacts → | ||||
Indirect evidence “Founded in the year 2016, we are Hyderabad's own home-grown boutique firm with more than 10 years of vintage and a combined industry experience of more than 34 years.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 12 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 9 contacts → | ||||
Indirect evidence “Wealth Tree Group started by a group of experienced professionals, committed for developing long lasting client relationships rooted in trust, integrity, mutual respect and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Partial evidence “We help the people in managing their personal finances in a better way to reach their financial goals comfortably and make them happy in their financial journey through Mutual…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “WealthBridge Capital Advisors Private Limited ("WealthBridge") is a company that is completely focused on the business of equity research and investments.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “Basan, The Financial House started in 2007, was established to provide customised investment solutions for serious investors who value personal service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Partial evidence “Ira Wealth is a leading wealth management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporates, financial…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “With more than ten years of experience in the financial services industry, The Wealth Advantage is one of the most respected independent wealth management firms.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Partial evidence “We're building India's go-to retirement planning service.” Source: RevenueBase Database · checked Sep 19, 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 planning companies. 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 planning companies.
- Partial evidence
- Its own public description names part of financial planning companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial planning companies. 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 15 of 75 financial planning companies based in Hyderabad, India
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Financial planning companies based in Hyderabad, India at a glance
As of Sep 19, 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 75 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 planning companies, 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 planning companies”. 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 planning companies), 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 planning companies, 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, 27 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 planning companies by metro in India
- Financial planning companies in Mumbai403
- Financial planning companies in Pune223
- Financial planning companies in New Delhi178
- Financial planning companies in Ahmedabad134
- Financial planning companies in Bangalore113
- Financial planning companies in Kolkata109
- Financial planning companies in Bengaluru88
- Financial planning companies in Delhi87
- Financial planning companies in Chennai85
- Financial planning companies in Hyderabad75
- Financial planning companies in Noida75
- Financial planning companies in Jaipur60
- Financial planning companies in Surat54
- Financial planning companies in Thane47
- Financial planning companies in Gurgaon44
- Financial planning companies in Gurugram39
- Financial planning companies in Vadodara39
- Financial planning companies in Indore34
- Financial planning companies in Lucknow33
- Financial planning companies in Navi Mumbai31
- Financial planning companies in Rajkot27
- Financial planning companies in Chandigarh26
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 planning companies, 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 planning companies are there based in Hyderabad, India?
RevenueBase identified 75 financial planning companies 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?
Buckspeak, headquartered in Hyderabad, tops this list with the largest team on record.
Which city has the most financial planning companies?
Mumbai leads with 403 headquartered companies, followed by Pune (223) and New Delhi (178).
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 27 verified decision-maker contacts tracked across these 75 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.
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