Company lists · Data refreshed September 2026

Top 25 Financial planning recruiters based in India

Name: Financial planning recruiters based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 206 companies tracked

RevenueBase identified 206 financial planning recruiters headquartered in India as of September 2026 and tracks 2,020 professional contacts across them, including 121 with verified work emails. Mumbai is the largest hub.

This list covers financial planning recruiters 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 20, 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 20, 2026 86% judged on-target in blind review

206Companies

2,020Contacts tracked

121Verified emails

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The 25 largest financial planning recruiters based in India

Ranked by team size

Top 25 of 206 financial planning recruiters based in India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning recruiters: 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	Mangalam Placement PVT LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	141 contacts →
	Indirect evidence “Are you seeking exceptional talent to drive your organization's success, or are you a highly skilled professional looking for your next career opportunity?” Source: RevenueBase Database · checked Sep 20, 2026
2	The Financialist	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	61 contacts →
	Partial evidence “All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Source: RevenueBase Database · checked Sep 20, 2026
3	ARA Resources Pvt. LTD	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	42 contacts →
	Indirect evidence “ARA Resources is a niche search organization, managed and run by Finance professionals, focused exclusively on sourcing Finance professionals across all areas viz Finance &…” Source: RevenueBase Database · checked Sep 20, 2026
4	Excelberg	Partial evidence	Bengaluru, IndiaHQ checked Sep 20, 2026	11-50	41 contacts →
	Partial evidence “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Source: RevenueBase Database · checked Sep 20, 2026
5	People Realm Recruitment Services Private Limited	Indirect evidence	Bengaluru, IndiaHQ checked Sep 20, 2026	11-50	38 contacts →
	Indirect evidence “People Realm Recruitment Services Private Limited is a Bengaluru-based recruitment firm with over 17 years of experience in Contingency Recruitment and servicing clients across…” Source: RevenueBase Database · checked Sep 20, 2026
6	Vrecruitfirst	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 20, 2026	11-50	36 contacts →
	Indirect evidence “Vision: To be the premier global partner for businesses seeking high-performing finance and accounting teams that drive success and innovation.” Source: RevenueBase Database · checked Sep 20, 2026
7	Promaynov Advisory Services Pvt. LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	33 contacts →
	Indirect evidence “Founded In 2010, Promaynov Advisory Services Private Limited (PASPL) is the arm of International Business Advisors, an advisory firm with more than 20 years of experience in…” Source: RevenueBase Database · checked Sep 20, 2026
8	Executive Power	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “Executive Power is a Premier Executive Search firm headquartered in Mumbai,we specialise in Job Openings and Career Opportunities in the Private Banking Industry.” Source: RevenueBase Database · checked Sep 20, 2026
9	Shriram Wealth Architecture	Strong evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	20 contacts →
	Strong evidence “Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Source: RevenueBase Database · checked Sep 20, 2026
10	Careerpoint Placement Services	Indirect evidence	Solapur, IndiaHQ checked Sep 20, 2026	51-200	18 contacts →
	Indirect evidence “With over 14 years of experience, our recruitment agency has been a a trusted partner in the BFSI, Manufacturing & Pharmaceutical sectors, successfully placing top-tier candidates…” Source: RevenueBase Database · checked Sep 20, 2026
11	Quality Finserv Market Private Limited	Partial evidence	Noida, IndiaHQ checked Sep 20, 2026	51-200	12 contacts →
	Partial evidence “We give best financial advice to the clients” Source: RevenueBase Database · checked Sep 20, 2026
12	Welcon Consulting LLP	Strong evidence	Kolkata, IndiaHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong 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 20, 2026
13	Jericho Ventures Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Jericho Ventures Private Ltd.” Source: RevenueBase Database · checked Sep 20, 2026
14	investify.in	Strong evidence	Delhi Ncr, IndiaHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “We are an Indian Financial Planning & Wealth Management company with the motto to remain customer-centric in this cut-throat competitive marketplace.” Source: RevenueBase Database · checked Sep 20, 2026
15	Santushti Capital LLP	Partial evidence	Lucknow, IndiaHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Source: RevenueBase Database · checked Sep 20, 2026
16	Wealth42	Partial evidence	Bengaluru North, IndiaHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial evidence “wealth42 helps make informed financial decisions and stay wealthy.” Source: RevenueBase Database · checked Sep 20, 2026
17	Wealthyworld Pathways Private Limited	Strong evidence	Ambala Cantt, IndiaHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “We help people in achieving their various life goal with the help of Financial Planning.” Source: RevenueBase Database · checked Sep 20, 2026
18	Astute Consultants	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
19	Wealth Guardians	Partial evidence	Mohali, IndiaHQ checked Sep 20, 2026	51-200	6 contacts →
	Partial evidence “Wealth Guardian offers services for your all financial and investment needs.” Source: RevenueBase Database · checked Sep 20, 2026
20	Anand Investment	Strong evidence	Aurangabad, IndiaHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Financial Planning & Investment Consultancy Firm” Source: RevenueBase Database · checked Sep 20, 2026
21	Nesting Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Planning is an essential element that creates a worry free life where you don’t get blindsided by sudden events on the crossroads of life.” Source: RevenueBase Database · checked Sep 20, 2026
22	Vitamin-M	Strong evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “We are a team of experts and certified financial professionals, specialised in providing finanical planning to businesses and high networth individuals (HNIs).” Source: RevenueBase Database · checked Sep 20, 2026
23	OAK Tree Financial Planning	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Mrs.” Source: RevenueBase Database · checked Sep 20, 2026
24	Fasttrack Financial Planners	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
25	Wealthreserv Financial	Strong evidence	Delhi East, IndiaHQ checked Sep 20, 2026	11-50	3 contacts →
	Strong evidence “Financial Planning has always been the most ignored aspect of Indian Investors since ages.” Source: RevenueBase Database · checked Sep 20, 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 planning recruiters. 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 recruiters.
Partial evidence: Its own public description names part of financial planning recruiters, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning recruiters. 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 206 financial planning recruiters based in India

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Financial planning recruiters based in India at a glance

As of Sep 20, 2026

6.0%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

13.6%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

132

11-50

51-200

201-500

501-1,000

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 206 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 recruiters, 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 planning recruiters”. 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 recruiters), 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 recruiters, 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, 121 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 20, 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 recruiters by metro

Financial planning recruiters in Mumbai28

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 recruiters, 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 recruiters are there based in India?

RevenueBase identified 206 financial planning recruiters 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?

Mangalam Placement PVT LTD, headquartered in Worli Mumbai, tops this list with the largest team on record.

Which city has the most financial planning recruiters?

Mumbai leads with 28 headquartered companies, followed by New Delhi (15) and Bangalore (11).

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 121 verified decision-maker contacts tracked across these 206 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 20, 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.