Company lists · Data refreshed November 2026
Top 22 Financial planning recruiters based in India
RevenueBase identified 124 company matches for financial planning recruiters associated with India as of November 2026 and tracks 614 professional contacts across them, including 95 with verified work emails. Mumbai is the largest hub.
This list covers company matches for financial planning recruiters associated with 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 November 6, 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.
The 22 largest financial planning recruiters based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 74 contacts → | ||||
Exact match “All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 50 contacts → | ||||
Exact match “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 48 contacts → | ||||
Exact match “ARA Resources is a niche search organization, managed and run by Finance professionals, focused exclusively on sourcing Finance professionals across all areas viz Finance &…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 19 contacts → | ||||
Exact match “Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “Established in 2012, Welcon Consulting LLP is a Kolkata based Professional Financial Planning & Advisory Firm offering fee based services and solutions to Individuals, Family…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “We give best financial advice to the clients” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Financial Planning & Investment Consultancy Firm” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Astute Consultants is a well established, professionally managed, search firm for the recruitment and placement of some of the top talent with its clients in the Financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “We help people in achieving their various life goal with the help of Financial Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “wealth42 helps make informed financial decisions and stay wealthy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Wealth Guardian offers services for your all financial and investment needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Financial Planning has always been the most ignored aspect of Indian Investors since ages.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “At 4 Ace Financial Services, we are committed to empowering individuals and businesses with expert financial consultancy that drives sustainable growth and long-term success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Mrs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “A Financial Planning and Investment Planning Firm” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “StockMart is into financial planning for individuals, our main specialisation is in retirement planning, education planning” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “FinResume is a privately held Specialised Recruitment firm focused exclusively at FINANCE & ACCOUNTS Professionals, We have nationwide database of Finance Professionals with…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “We help people achieve financial freedom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Started in 2018, Capicare aims at simplifying the world of Financial Planning and making it accessible for all.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial planning recruiters”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 22 of 124 financial planning recruiters based in India
See the full list, filter by size, metro and specialty, and access 95 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning recruiters based in India at a glance
As of Nov 6, 2026Companies by employee count
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 124 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 India whose business descriptions match “financial planning recruiters” 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 95 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 November 6, 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 planning recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning recruiters are there based in India?
RevenueBase identified 124 company matches for financial planning recruiters associated with India as of November 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?
The Financialist tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning recruiters?
Mumbai leads with 18 company records, followed by Pune (10) and Bangalore (9).
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 95 professional contacts with verified work emails tracked across these 124 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 124 financial planning recruiters based in India. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 22 financial planning recruiters based in India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 124 matching company records for financial planning recruiters based in India, with 614 tracked contacts and 95 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 financial planning recruiters based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  The Financialisttinyurl.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 74 contacts → |
“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Excelbergexcelberg.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 50 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ARA Resources Pvt. LTDararesources.comHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 48 contacts → |
“ARA Resources is a niche search organization, managed and run by Finance professionals, focused exclusively on sourcing Finance professionals across all areas viz Finance &…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Shriram Wealth Architectureshriramwealtharchitecture.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 19 contacts → |
“Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Welcon Consulting LLPwelconcorp.comHQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 14 contacts → |
“Established in 2012, Welcon Consulting LLP is a Kolkata based Professional Financial Planning & Advisory Firm offering fee based services and solutions to Individuals, Family…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Quality Finserv Market Private Limitedqualityfinserv.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 12 contacts → |
“We give best financial advice to the clients” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Anand Investmentanandinvestment.inHQ: Aurangabad, IndiaReported employees: 1-10 | Aurangabad, India | 1-10 | Exact match | 7 contacts → |
“Financial Planning & Investment Consultancy Firm” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Astute Consultantsastuteconsultants.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“Astute Consultants is a well established, professionally managed, search firm for the recruitment and placement of some of the top talent with its clients in the Financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wealthyworld Pathways Private Limitedthewealthways.comHQ: Ambala Cantt, IndiaReported employees: 1-10 | Ambala Cantt, India | 1-10 | Exact match | 6 contacts → |
“We help people in achieving their various life goal with the help of Financial Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wealth42wealth42.comHQ: Bengaluru North, IndiaReported employees: 11-50 | Bengaluru North, India | 11-50 | Exact match | 6 contacts → |
“wealth42 helps make informed financial decisions and stay wealthy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Santushti Capital LLPsantushti.co.inHQ: Lucknow, IndiaReported employees: 1-10 | Lucknow, India | 1-10 | Exact match | 6 contacts → |
“We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wealth Guardianswealthguardian.co.inHQ: Mohali, IndiaReported employees: 51-200 | Mohali, India | 51-200 | Exact match | 6 contacts → |
“Wealth Guardian offers services for your all financial and investment needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fasttrack Financial Plannersfasttrackfp.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  Wealthreserv Financialwealthreserv.comHQ: Delhi East, IndiaReported employees: 11-50 | Delhi East, India | 11-50 | Exact match | 3 contacts → |
“Financial Planning has always been the most ignored aspect of Indian Investors since ages.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  4 ACE Financial Services4ace.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 3 contacts → |
“At 4 Ace Financial Services, we are committed to empowering individuals and businesses with expert financial consultancy that drives sustainable growth and long-term success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Vitamin-Mmyvitaminm.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 3 contacts → |
“We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  OAK Tree Financial Planningoaktree.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 3 contacts → |
“Mrs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  siptiger.comsiptiger.comHQ: Chennai, IndiaReported employees: 1-10 | Chennai, India | 1-10 | Exact match | 2 contacts → |
“A Financial Planning and Investment Planning Firm” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Stockmartstockmart.co.in HQ: Mohali, IndiaReported employees: 1-10 | Mohali, India | 1-10 | Exact match | 2 contacts → |
“StockMart is into financial planning for individuals, our main specialisation is in retirement planning, education planning” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Finresume Services LLPfinresume.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“FinResume is a privately held Specialised Recruitment firm focused exclusively at FINANCE & ACCOUNTS Professionals, We have nationwide database of Finance Professionals with…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Galaxy Finmartgalaxyfinmart.comHQ: Navi Mumbai, IndiaReported employees: 1-10 | Navi Mumbai, India | 1-10 | Exact match | 1 contacts → |
“We help people achieve financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Capicarecapicare.inHQ: Dombivli East, IndiaReported employees: 1-10 | Dombivli East, India | 1-10 | Exact match | 1 contacts → |
“Started in 2018, Capicare aims at simplifying the world of Financial Planning and making it accessible for all.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 124 company matches
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Financial planning recruiters: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
123 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 124 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning recruiters?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning recruiters did RevenueBase find based in India?
The saved snapshot records 124 matching company records, 614 tracked contacts and 95 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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- Financial planning recruiters based in Calgary, Canada
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- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
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Browse the directory
Cite this list
RevenueBase Data Team. Top 22 financial planning recruiters based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning recruiters based in Calgary, Canada
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Company intelligence · public preview
Top 22 financial planning recruiters based in India
RevenueBase records 124 matching company records for financial planning recruiters based in India, with 614 tracked contacts and 95 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 financial planning recruiters based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | The Financialisttinyurl.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 74 contacts → |
“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Excelbergexcelberg.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 50 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ARA Resources Pvt. LTDararesources.com HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 48 contacts → |
“ARA Resources is a niche search organization, managed and run by Finance professionals, focused exclusively on sourcing Finance professionals across all areas viz Finance &…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Shriram Wealth Architectureshriramwealtharchitecture.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 19 contacts → |
“Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Welcon Consulting LLPwelconcorp.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 14 contacts → |
“Established in 2012, Welcon Consulting LLP is a Kolkata based Professional Financial Planning & Advisory Firm offering fee based services and solutions to Individuals, Family…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Quality Finserv Market Private Limitedqualityfinserv.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 12 contacts → |
“We give best financial advice to the clients” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Anand Investmentanandinvestment.in HQ: Aurangabad, IndiaReported employees: 1-10 | Aurangabad, India | 1-10 | Exact match | 7 contacts → |
“Financial Planning & Investment Consultancy Firm” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Astute Consultantsastuteconsultants.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“Astute Consultants is a well established, professionally managed, search firm for the recruitment and placement of some of the top talent with its clients in the Financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealthyworld Pathways Private Limitedthewealthways.com HQ: Ambala Cantt, IndiaReported employees: 1-10 | Ambala Cantt, India | 1-10 | Exact match | 6 contacts → |
“We help people in achieving their various life goal with the help of Financial Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wealth42wealth42.com HQ: Bengaluru North, IndiaReported employees: 11-50 | Bengaluru North, India | 11-50 | Exact match | 6 contacts → |
“wealth42 helps make informed financial decisions and stay wealthy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Santushti Capital LLPsantushti.co.in HQ: Lucknow, IndiaReported employees: 1-10 | Lucknow, India | 1-10 | Exact match | 6 contacts → |
“We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealth Guardianswealthguardian.co.in HQ: Mohali, IndiaReported employees: 51-200 | Mohali, India | 51-200 | Exact match | 6 contacts → |
“Wealth Guardian offers services for your all financial and investment needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fasttrack Financial Plannersfasttrackfp.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Wealthreserv Financialwealthreserv.com HQ: Delhi East, IndiaReported employees: 11-50 | Delhi East, India | 11-50 | Exact match | 3 contacts → |
“Financial Planning has always been the most ignored aspect of Indian Investors since ages.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 4 ACE Financial Services4ace.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 3 contacts → |
“At 4 Ace Financial Services, we are committed to empowering individuals and businesses with expert financial consultancy that drives sustainable growth and long-term success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vitamin-Mmyvitaminm.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 3 contacts → |
“We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | OAK Tree Financial Planningoaktree.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 3 contacts → |
“Mrs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | siptiger.comsiptiger.com HQ: Chennai, IndiaReported employees: 1-10 | Chennai, India | 1-10 | Exact match | 2 contacts → |
“A Financial Planning and Investment Planning Firm” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Stockmartstockmart.co.in HQ: Mohali, IndiaReported employees: 1-10 | Mohali, India | 1-10 | Exact match | 2 contacts → |
“StockMart is into financial planning for individuals, our main specialisation is in retirement planning, education planning” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Finresume Services LLPfinresume.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“FinResume is a privately held Specialised Recruitment firm focused exclusively at FINANCE & ACCOUNTS Professionals, We have nationwide database of Finance Professionals with…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Galaxy Finmartgalaxyfinmart.com HQ: Navi Mumbai, IndiaReported employees: 1-10 | Navi Mumbai, India | 1-10 | Exact match | 1 contacts → |
“We help people achieve financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Capicarecapicare.in HQ: Dombivli East, IndiaReported employees: 1-10 | Dombivli East, India | 1-10 | Exact match | 1 contacts → |
“Started in 2018, Capicare aims at simplifying the world of Financial Planning and making it accessible for all.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 124 company matches
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Financial planning recruiters: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
123 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 124 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning recruiters?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning recruiters did RevenueBase find based in India?
The saved snapshot records 124 matching company records, 614 tracked contacts and 95 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 22 financial planning recruiters based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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