Company lists · Data refreshed November 2026

Top 25 Financial wellness advisors based in India

RevenueBase identified 292 company matches for financial wellness advisors associated with India as of November 2026 and tracks 2,513 professional contacts across them, including 397 with verified work emails. Mumbai is the largest hub.

This list covers company matches for financial wellness advisors 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
292Companies
2,513Contacts tracked
397Verified emails
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The 25 largest financial wellness advisors based in India

Ranked by team size
Top 25 of 292 company matches for financial wellness advisors based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMumbai, IndiaHQ recorded Nov 6, 2026201-5001,032 contacts →

Exact match

“Most financial advice is built around products.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchNoida, IndiaHQ recorded Nov 6, 202651-200209 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-50102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchPonda, IndiaHQ recorded Nov 6, 2026201-50070 contacts →

Exact match

“Star Powerz Digital Technologies Pvt.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5045 contacts →

Exact match

“People dream & remain happy.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchKalyan, IndiaHQ recorded Nov 6, 202651-20030 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchPune, IndiaHQ recorded Nov 6, 20261-1023 contacts →

Exact match

“Feeling overwhelmed by your finances?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchChennai, IndiaHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“A team of curious bankers and technologists came together to tackle Financial stress and influence working professionals to get into Financial wellness.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchChennai, IndiaHQ recorded Nov 6, 20261-1019 contacts →

Exact match

“Wellness is an act of following good practices on a regular basis so that you are not just surviving but you are LIVING.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchMumbai, IndiaHQ recorded Nov 6, 20261-1018 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchBangalore, IndiaHQ recorded Nov 6, 20261-1017 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchBangalore, IndiaHQ recorded Nov 6, 202611-5014 contacts →

Exact match

“At Floatr, we empower individuals and organizations to achieve financial wellness through personalized financial planning, risk management, and tax optimization solutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchNoida, IndiaHQ recorded Nov 6, 202651-20012 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
14Exact matchPune, IndiaHQ recorded Nov 6, 202611-5011 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchNashik, IndiaHQ recorded Nov 6, 202611-509 contacts →

Exact match

“Providing Financial Advisory Services since the year”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchChennai, IndiaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“We at Dakshin Capital Private Limited believe that protection of your fund along with reasonable appreciation combined with liquidity is of prime importance and we try to enable…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-508 contacts →

Exact match

“Welcome to Wealthness - Your Personal Mentor for Financial Well-being!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchHyderabad, IndiaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Launched in 2020, LoveLiveLearn was initially a community aimed at spreading awareness around mental wellness.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchBengaluru North, IndiaHQ recorded Nov 6, 202611-506 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
21Exact matchLucknow, IndiaHQ recorded Nov 6, 20261-106 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
22Exact matchMumbai, IndiaHQ recorded Nov 6, 20261-106 contacts →

Exact match

“TecWealth, a Brand started in 2008 provides Personal financial services to clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchBangalore, IndiaHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Wealth2life is a professional financial service firm with over 12+ years of experience.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchPune, IndiaHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Fundlights is a financial wellness platform built for modern workplaces.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchHyderabad, IndiaHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Rupid helps put financial wellness and better money management tools within reach to salaried workforce.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 292 financial wellness advisors based in India

See the full list, filter by size, metro and specialty, and access 397 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial wellness advisors based in India at a glance

As of Nov 6, 2026
15.8%Verified-email coverage
8.6Average contacts per company
1-10Median size (employees)
13.7%Largest-city concentration · Mumbai
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
202
11-50
73
51-200
10
201-500
5
501-1,000
1
1,001-5,000
1

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 292 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 wellness advisors” 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 397 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 wellness advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial wellness advisors are there based in India?

RevenueBase identified 292 company matches for financial wellness advisors 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?

1 Finance tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial wellness advisors?

Mumbai leads with 40 company records, followed by Bangalore (30) and Pune (27).

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 397 professional contacts with verified work emails tracked across these 292 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.

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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.