Company lists · Data refreshed September 2026
Top 25 Fractional cfp services agencies based in India
RevenueBase identified 682 company matches for fractional cfp services agencies associated with India as of September 2026 and tracks 2,896 professional contacts across them, including 307 with verified work emails. Mumbai is the largest hub.
This list covers company matches for fractional cfp services agencies 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 September 20, 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 25 largest fractional cfp services agencies based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 57 contacts → | ||||
Exact match “Finedge Services is now Trustner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 48 contacts → | ||||
Exact match “The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 41 contacts → | ||||
Exact match “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 41 contacts → | ||||
Exact match “40 YEARS OF TOP - NOTCH SERVICE.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 32 contacts → | ||||
Exact match “Wealth Advisory” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 29 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 27 contacts → | ||||
Exact match “Feeling overwhelmed by your finances?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 25 contacts → | ||||
Exact match “Mastermind Money Solutions Pvt Ltd is a growing syndication company promoted by group of Chartered Accountants having experience of more than a decade.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 22 contacts → | ||||
Exact match “Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 21 contacts → | ||||
Exact match “IArista Artha Pvt.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 20 contacts → | ||||
Exact match “Money Mantra offers a unique approach to helping individuals to reach financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 20 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 18 contacts → | ||||
Exact match “The financial industry is currently beset with conflict of interest and mis-selling of products; in this scenario, Mitraz was conceptualized to provide fee-based financial advice…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 18 contacts → | ||||
Exact match “QKeepers is a team young and passionate professionals with an undying thirst for expertise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 16 contacts → | ||||
Exact match “Founded by Mr.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 15 contacts → | ||||
Exact match “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 14 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 13 contacts → | ||||
Exact match “Hey there, Feeling a bit lost in the money world?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “Univesto is a leading financial group of company based in Kolkata, India, founded in 2015 and has two service providing company under it named as Univesto Financial Services LLP…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “We give best financial advice to the clients” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 12 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “Future Vista is helping clients manage all aspects of their personal investments and finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 10 contacts → | ||||
Exact match “Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 10 contacts → | ||||
Exact match “We are a client-centric advisory entity serving a wide spectrum of individuals, retail investors, and high-net-worth individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “Elite Assets is home to advisors from our Wealth Management businesses, Investment Advisory, and Financial Planning services.” Recorded in the RevenueBase company graph · Sep 20, 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 “fractional cfp services agencies”. 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 25 of 682 fractional cfp services agencies based in India
See the full list, filter by size, metro and specialty, and access 307 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fractional cfp services agencies based in India at a glance
As of Sep 20, 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 682 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 “fractional cfp services agencies” 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 307 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 September 20, 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.
Fractional cfp services agencies by metro
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 “fractional cfp services agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fractional cfp services agencies are there based in India?
RevenueBase identified 682 company matches for fractional cfp services agencies associated with India as of September 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?
Trustner tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fractional cfp services agencies?
Mumbai leads with 92 company records, followed by Bangalore (49) and Pune (47).
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 307 professional contacts with verified work emails tracked across these 682 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 682 fractional cfp services agencies based in India. Start with a free account, no credit card.
Download this list →Related lists
Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
- Fractional cfp services agencies based in Mumbai, India
- Fractional cfp services agencies based in New Delhi, India
- Fractional cfp services agencies based in Atlanta, United States
- Fractional cfp services agencies based in Austin, United States
- Fractional cfp services agencies based in Bellevue, United States
- Fractional cfp services agencies based in Birmingham, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
Company intelligence · public preview
Top 25 fractional cfp services agencies 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 682 matching company records for fractional cfp services agencies based in India, with 2,896 tracked contacts and 307 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 25 fractional cfp services agencies 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 | Trustnertrustner.in HQ: Guwahati, IndiaReported employees: 51-200 | Guwahati, India | 51-200 | Exact match | 57 contacts → |
“Finedge Services is now Trustner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Etica Wealth P LTDeticawealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 48 contacts → |
“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Excelbergexcelberg.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 41 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Goldmine Stocks PVT LTDgoldmine.co.inHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 41 contacts → |
“40 YEARS OF TOP - NOTCH SERVICE.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Prospurtsprospurts.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 32 contacts → |
“Wealth Advisory” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nidhi Research Firmnidhiresearchfirm.com HQ: Kalyan, IndiaReported employees: 51-200 | Kalyan, India | 51-200 | Exact match | 29 contacts → |
“Nidhi Research Firm offers Investment advice, Financial planning, Tax consultation, Tax filling, Insurance consultation and Loan consultation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Spring Moneyspring.moneyHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 27 contacts → |
“Feeling overwhelmed by your finances?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Mastermind Money Solutions PVT LTDmymoneysolutions.in HQ: Navimumbai, IndiaReported employees: 201-500 | Navimumbai, India | 201-500 | Exact match | 25 contacts → |
“Mastermind Money Solutions Pvt Ltd is a growing syndication company promoted by group of Chartered Accountants having experience of more than a decade.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Iaristaiarista.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“IArista Artha Pvt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Money Mantramoneymantra.infoHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 20 contacts → |
“Money Mantra offers a unique approach to helping individuals to reach financial success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Shriram Wealth Architectureshriramwealtharchitecture.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 20 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mitraz Financial Services Pvt. LTDmitraz.financial HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 18 contacts → |
“The financial industry is currently beset with conflict of interest and mis-selling of products; in this scenario, Mitraz was conceptualized to provide fee-based financial advice…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Qkeepersqkeepers.comHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 18 contacts → |
“QKeepers is a team young and passionate professionals with an undying thirst for expertise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  The Financial Mallthefinancialmall.comHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 16 contacts → |
“Founded by Mr.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Primewealthprimewealth.co.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 15 contacts → |
“PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Finsherpa Investments PVT LTDfinsherpa.comHQ: Chennai, IndiaReported employees: 1-10 | Chennai, India | 1-10 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Invest MY Paisainvestmypaisa.comHQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 13 contacts → |
“Hey there, Feeling a bit lost in the money world?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Univesto Financial Services LLPunivesto.inHQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 13 contacts → |
“Univesto is a leading financial group of company based in Kolkata, India, founded in 2015 and has two service providing company under it named as Univesto Financial Services LLP…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Welcon Consulting LLPwelconcorp.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 12 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Future Vistafuturevista.co.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 11 contacts → |
“Future Vista is helping clients manage all aspects of their personal investments and finances.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Perpetual Wealth Managementperpetualwealth.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 10 contacts → |
“Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Money Multipliermoneymultiplier.inHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 10 contacts → |
“We are a client-centric advisory entity serving a wide spectrum of individuals, retail investors, and high-net-worth individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Elite Assetseliteassetcapital.com HQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 10 contacts → |
“Elite Assets is home to advisors from our Wealth Management businesses, Investment Advisory, and Financial Planning services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 682 company matches
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Fractional cfp services agencies: dataset insights
September 20, 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
681 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 682 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: September 20, 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 ↗
Fractional cfp services agencies by metro
Questions about this company list
What does Exact match mean for fractional cfp services agencies?
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 fractional cfp services agencies did RevenueBase find based in India?
The saved snapshot records 682 matching company records, 2,896 tracked contacts and 307 verified emails. The public preview displays 25 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: September 20, 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.
Related lists
Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
- Fractional cfp services agencies based in Mumbai, India
- Fractional cfp services agencies based in New Delhi, India
- Fractional cfp services agencies based in Atlanta, United States
- Fractional cfp services agencies based in Austin, United States
- Fractional cfp services agencies based in Bellevue, United States
- Fractional cfp services agencies based in Birmingham, United States
Cite this list
RevenueBase Data Team. Top 25 fractional cfp services agencies based in India. Snapshot: September 20, 2026. https://revenuebase.ai/companies/fractional-cfp-services-agencies/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
- Fractional cfp services agencies based in Brisbane, Australia
- Fractional cfp services agencies based in Melbourne, Australia
- Fractional cfp services agencies based in Sydney, Australia
- Fractional cfp services agencies based in Calgary, Canada
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in Vancouver, Canada
Company intelligence · public preview
Top 25 fractional cfp services agencies based in India
RevenueBase records 682 matching company records for fractional cfp services agencies based in India, with 2,896 tracked contacts and 307 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 25 fractional cfp services agencies 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 | Trustnertrustner.in HQ: Guwahati, IndiaReported employees: 51-200 | Guwahati, India | 51-200 | Exact match | 57 contacts → |
“Finedge Services is now Trustner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Etica Wealth P LTDeticawealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 48 contacts → |
“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Excelbergexcelberg.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 41 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Goldmine Stocks PVT LTDgoldmine.co.in HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 41 contacts → |
“40 YEARS OF TOP - NOTCH SERVICE.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Prospurtsprospurts.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 32 contacts → |
“Wealth Advisory” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nidhi Research Firmnidhiresearchfirm.com HQ: Kalyan, IndiaReported employees: 51-200 | Kalyan, India | 51-200 | Exact match | 29 contacts → |
“Nidhi Research Firm offers Investment advice, Financial planning, Tax consultation, Tax filling, Insurance consultation and Loan consultation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Spring Moneyspring.money HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 27 contacts → |
“Feeling overwhelmed by your finances?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Mastermind Money Solutions PVT LTDmymoneysolutions.in HQ: Navimumbai, IndiaReported employees: 201-500 | Navimumbai, India | 201-500 | Exact match | 25 contacts → |
“Mastermind Money Solutions Pvt Ltd is a growing syndication company promoted by group of Chartered Accountants having experience of more than a decade.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Iaristaiarista.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“IArista Artha Pvt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Money Mantramoneymantra.info HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 20 contacts → |
“Money Mantra offers a unique approach to helping individuals to reach financial success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Shriram Wealth Architectureshriramwealtharchitecture.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 20 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mitraz Financial Services Pvt. LTDmitraz.financial HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 18 contacts → |
“The financial industry is currently beset with conflict of interest and mis-selling of products; in this scenario, Mitraz was conceptualized to provide fee-based financial advice…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Qkeepersqkeepers.com HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 18 contacts → |
“QKeepers is a team young and passionate professionals with an undying thirst for expertise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Financial Mallthefinancialmall.com HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 16 contacts → |
“Founded by Mr.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Primewealthprimewealth.co.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 15 contacts → |
“PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finsherpa Investments PVT LTDfinsherpa.com HQ: Chennai, IndiaReported employees: 1-10 | Chennai, India | 1-10 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Invest MY Paisainvestmypaisa.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 13 contacts → |
“Hey there, Feeling a bit lost in the money world?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Univesto Financial Services LLPunivesto.in HQ: Kolkata, IndiaReported employees: 1-10 | Kolkata, India | 1-10 | Exact match | 13 contacts → |
“Univesto is a leading financial group of company based in Kolkata, India, founded in 2015 and has two service providing company under it named as Univesto Financial Services LLP…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Welcon Consulting LLPwelconcorp.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 12 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Future Vistafuturevista.co.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 11 contacts → |
“Future Vista is helping clients manage all aspects of their personal investments and finances.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Perpetual Wealth Managementperpetualwealth.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 10 contacts → |
“Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Money Multipliermoneymultiplier.in HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 10 contacts → |
“We are a client-centric advisory entity serving a wide spectrum of individuals, retail investors, and high-net-worth individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Elite Assetseliteassetcapital.com HQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 10 contacts → |
“Elite Assets is home to advisors from our Wealth Management businesses, Investment Advisory, and Financial Planning services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 682 company matches
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Fractional cfp services agencies: dataset insights
September 20, 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
681 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 682 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: September 20, 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 ↗
Fractional cfp services agencies by metro
Questions about this company list
What does Exact match mean for fractional cfp services agencies?
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 fractional cfp services agencies did RevenueBase find based in India?
The saved snapshot records 682 matching company records, 2,896 tracked contacts and 307 verified emails. The public preview displays 25 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: September 20, 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 25 fractional cfp services agencies based in India. Snapshot: September 20, 2026. https://revenuebase.ai/companies/fractional-cfp-services-agencies/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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