Company lists · Data refreshed September 2026
Top 25 Goal-based investment advisors based in India
RevenueBase identified 3,216 company matches for goal-based investment advisors associated with India as of September 2026 and tracks 39,117 professional contacts across them, including 4,782 with verified work emails. Mumbai is the largest hub.
This list covers company matches for goal-based investment 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 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 goal-based investment advisors based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 5,197 contacts → | ||||
Exact match “The right one can make all the difference when it comes to your money or life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 1,878 contacts → | ||||
Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 916 contacts → | ||||
Exact match “Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 831 contacts → | ||||
Exact match “mastertrust Group is one of the leading financial services company in India.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 816 contacts → | ||||
Exact match “Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 589 contacts → | ||||
Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 448 contacts → | ||||
Exact match “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 323 contacts → | ||||
Exact match “WHO ARE WE?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 268 contacts → | ||||
Exact match “For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 226 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 185 contacts → | ||||
Exact match “Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 165 contacts → | ||||
Exact match “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 163 contacts → | ||||
Exact match “Parag Parikh Financial Advisory Services Ltd.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 154 contacts → | ||||
Exact match “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 149 contacts → | ||||
Exact match “We are a leading financial services firm delivering integrated financial solutions for a dynamic marketplace.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 149 contacts → | ||||
Exact match “Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 135 contacts → | ||||
Exact match “Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 128 contacts → | ||||
Exact match “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 122 contacts → | ||||
Exact match “Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 96 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 86 contacts → | ||||
Exact match “InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 82 contacts → | ||||
Exact match “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 79 contacts → | ||||
Exact match “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 71 contacts → | ||||
Exact match “At A D Naik Wealth, we are enablers of aspirations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 67 contacts → | ||||
Exact match “Our clientele comprises of HNIs, family offices, domestic and international institutions.” 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 “goal-based investment advisors”. 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 3,216 goal-based investment advisors based in India
See the full list, filter by size, metro and specialty, and access 4,782 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Goal-based investment advisors 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 3,216 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 “goal-based investment 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 4,782 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.
Goal-based investment advisors by metro
- Goal-based investment advisors in Mumbai462
- Goal-based investment advisors in Bangalore248
- Goal-based investment advisors in Pune235
- Goal-based investment advisors in New Delhi182
- Goal-based investment advisors in Ahmedabad133
- Goal-based investment advisors in Kolkata117
- Goal-based investment advisors in Gurgaon96
- Goal-based investment advisors in Chennai89
- Goal-based investment advisors in Noida83
- Goal-based investment advisors in Hyderabad80
- Goal-based investment advisors in Navi Mumbai36
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 “goal-based investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many goal-based investment advisors are there based in India?
RevenueBase identified 3,216 company matches for goal-based investment advisors 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?
Bajaj Capital LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most goal-based investment advisors?
Mumbai leads with 462 company records, followed by Bangalore (248) and Pune (235).
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 4,782 professional contacts with verified work emails tracked across these 3,216 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 3,216 goal-based investment advisors based in India. Start with a free account, no credit card.
Download this list →Related lists
Goal-based investment advisors by geography
- Goal-based investment advisors based in Adelaide, Australia
- Goal-based investment advisors based in Brisbane City, Australia
- Goal-based investment advisors based in Brisbane, Australia
- Goal-based investment advisors based in Melbourne, Australia
- Goal-based investment advisors based in North Sydney, Australia
- Goal-based investment advisors based in Perth, Australia
- Goal-based investment advisors based in Sydney, Australia
- Goal-based investment advisors based in Belo Horizonte, Brazil
- Goal-based investment advisors based in Campinas, Brazil
- Goal-based investment advisors based in Curitiba, Brazil
- Goal-based investment advisors based in Porto Alegre, Brazil
- Goal-based investment advisors based in Rio De Janeiro, Brazil
Browse the directory
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
- Goal-based investment advisors based in Adelaide, Australia
- Goal-based investment advisors based in Brisbane City, Australia
- Goal-based investment advisors based in Brisbane, Australia
- Goal-based investment advisors based in Melbourne, Australia
- Goal-based investment advisors based in North Sydney, Australia
- Goal-based investment advisors based in Perth, Australia
Company intelligence · public preview
Top 25 goal-based investment advisors 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 3,216 matching company records for goal-based investment advisors based in India, with 39,117 tracked contacts and 4,782 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 goal-based investment advisors 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 |  Bajaj Capital LTDbajajcapital.comHQ: Gurgaon, IndiaReported employees: 5,001-10,000 | Gurgaon, India | 5,001-10,000 | Exact match | 5,197 contacts → |
“The right one can make all the difference when it comes to your money or life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Iifl Capital Services Limitediiflcapital.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 1,878 contacts → |
“IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  YES Securitiesyesinvest.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 916 contacts → |
“Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Mastertrustmastertrust.co.inHQ: New Delhi, IndiaReported employees: 501-1,000 | New Delhi, India | 501-1,000 | Exact match | 831 contacts → |
“mastertrust Group is one of the leading financial services company in India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Emkay Global Financial Services LTDemkayglobal.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 816 contacts → |
“Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Dezervdezerv.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 589 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Nuvama Groupnuvama.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 448 contacts → |
“Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Whiteoak Capitalmf.whiteoakamc.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 323 contacts → |
“WHO ARE WE?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  SSJ Finance & Securitiesssjfinance.comHQ: Ahmedabad, IndiaReported employees: 201-500 | Ahmedabad, India | 201-500 | Exact match | 268 contacts → |
“For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fincart Financial Plannersfincart.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 226 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wise Finservwisefinserv.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 185 contacts → |
“Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Zfundszfunds.inHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 165 contacts → |
“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 163 contacts → |
“Parag Parikh Financial Advisory Services Ltd.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Analahanalah.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 154 contacts → |
“Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  AUM Capital Market Private Limitedaumcap.comHQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 149 contacts → |
“We are a leading financial services firm delivering integrated financial solutions for a dynamic marketplace.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fintoofintoo.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 149 contacts → |
“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  MFAmyfinad.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 135 contacts → |
“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 128 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Equirus Wealthequiruswealth.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 122 contacts → |
“Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Finnovatefinnovate.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 96 contacts → |
“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Incred Premierincredpremier.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 86 contacts → |
“InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Buglerock Capitalbuglerock.asiaHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 82 contacts → |
“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Savartsavart.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 79 contacts → |
“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | A D Naik Wealthnaikwealth.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 71 contacts → |
“At A D Naik Wealth, we are enablers of aspirations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Sundaram Alternatessundaramalternates.comHQ: Chennai, IndiaReported employees: 201-500 | Chennai, India | 201-500 | Exact match | 67 contacts → |
“Our clientele comprises of HNIs, family offices, domestic and international institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,216 company matches
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Goal-based investment advisors: 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
3,209 records in the displayed employee bands.
7 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 3,216 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 ↗
Goal-based investment advisors by metro
- Goal-based investment advisors in Mumbai462
- Goal-based investment advisors in Bangalore248
- Goal-based investment advisors in Pune235
- Goal-based investment advisors in New Delhi182
- Goal-based investment advisors in Ahmedabad133
- Goal-based investment advisors in Kolkata117
- Goal-based investment advisors in Gurgaon96
- Goal-based investment advisors in Chennai89
- Goal-based investment advisors in Noida83
- Goal-based investment advisors in Hyderabad80
- Goal-based investment advisors in Navi Mumbai36
Questions about this company list
What does Exact match mean for goal-based investment advisors?
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 goal-based investment advisors did RevenueBase find based in India?
The saved snapshot records 3,216 matching company records, 39,117 tracked contacts and 4,782 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
Goal-based investment advisors by geography
- Goal-based investment advisors based in Adelaide, Australia
- Goal-based investment advisors based in Brisbane City, Australia
- Goal-based investment advisors based in Brisbane, Australia
- Goal-based investment advisors based in Melbourne, Australia
- Goal-based investment advisors based in North Sydney, Australia
- Goal-based investment advisors based in Perth, Australia
- Goal-based investment advisors based in Sydney, Australia
- Goal-based investment advisors based in Belo Horizonte, Brazil
- Goal-based investment advisors based in Campinas, Brazil
- Goal-based investment advisors based in Curitiba, Brazil
- Goal-based investment advisors based in Porto Alegre, Brazil
- Goal-based investment advisors based in Rio De Janeiro, Brazil
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 goal-based investment advisors based in India. Snapshot: September 20, 2026. https://revenuebase.ai/companies/goal-based-investment-advisors/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
- Goal-based investment advisors based in Adelaide, Australia
- Goal-based investment advisors based in Brisbane City, Australia
- Goal-based investment advisors based in Brisbane, Australia
- Goal-based investment advisors based in Melbourne, Australia
- Goal-based investment advisors based in North Sydney, Australia
- Goal-based investment advisors based in Perth, Australia
Company intelligence · public preview
Top 25 goal-based investment advisors based in India
RevenueBase records 3,216 matching company records for goal-based investment advisors based in India, with 39,117 tracked contacts and 4,782 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 goal-based investment advisors 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 | Bajaj Capital LTDbajajcapital.com HQ: Gurgaon, IndiaReported employees: 5,001-10,000 | Gurgaon, India | 5,001-10,000 | Exact match | 5,197 contacts → |
“The right one can make all the difference when it comes to your money or life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Iifl Capital Services Limitediiflcapital.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 1,878 contacts → |
“IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | YES Securitiesyesinvest.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 916 contacts → |
“Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Mastertrustmastertrust.co.in HQ: New Delhi, IndiaReported employees: 501-1,000 | New Delhi, India | 501-1,000 | Exact match | 831 contacts → |
“mastertrust Group is one of the leading financial services company in India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Emkay Global Financial Services LTDemkayglobal.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 816 contacts → |
“Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Dezervdezerv.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 589 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Nuvama Groupnuvama.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 448 contacts → |
“Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Whiteoak Capitalmf.whiteoakamc.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 323 contacts → |
“WHO ARE WE?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | SSJ Finance & Securitiesssjfinance.com HQ: Ahmedabad, IndiaReported employees: 201-500 | Ahmedabad, India | 201-500 | Exact match | 268 contacts → |
“For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fincart Financial Plannersfincart.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 226 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wise Finservwisefinserv.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 185 contacts → |
“Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Zfundszfunds.in HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 165 contacts → |
“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 163 contacts → |
“Parag Parikh Financial Advisory Services Ltd.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Analahanalah.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 154 contacts → |
“Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | AUM Capital Market Private Limitedaumcap.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 149 contacts → |
“We are a leading financial services firm delivering integrated financial solutions for a dynamic marketplace.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fintoofintoo.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 149 contacts → |
“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | MFAmyfinad.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 135 contacts → |
“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 128 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Equirus Wealthequiruswealth.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 122 contacts → |
“Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Finnovatefinnovate.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 96 contacts → |
“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Incred Premierincredpremier.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 86 contacts → |
“InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Buglerock Capitalbuglerock.asia HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 82 contacts → |
“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Savartsavart.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 79 contacts → |
“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | A D Naik Wealthnaikwealth.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 71 contacts → |
“At A D Naik Wealth, we are enablers of aspirations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Sundaram Alternatessundaramalternates.com HQ: Chennai, IndiaReported employees: 201-500 | Chennai, India | 201-500 | Exact match | 67 contacts → |
“Our clientele comprises of HNIs, family offices, domestic and international institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,216 company matches
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Goal-based investment advisors: 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
3,209 records in the displayed employee bands.
7 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 3,216 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 ↗
Goal-based investment advisors by metro
- Goal-based investment advisors in Mumbai462
- Goal-based investment advisors in Bangalore248
- Goal-based investment advisors in Pune235
- Goal-based investment advisors in New Delhi182
- Goal-based investment advisors in Ahmedabad133
- Goal-based investment advisors in Kolkata117
- Goal-based investment advisors in Gurgaon96
- Goal-based investment advisors in Chennai89
- Goal-based investment advisors in Noida83
- Goal-based investment advisors in Hyderabad80
- Goal-based investment advisors in Navi Mumbai36
Questions about this company list
What does Exact match mean for goal-based investment advisors?
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 goal-based investment advisors did RevenueBase find based in India?
The saved snapshot records 3,216 matching company records, 39,117 tracked contacts and 4,782 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 goal-based investment advisors based in India. Snapshot: September 20, 2026. https://revenuebase.ai/companies/goal-based-investment-advisors/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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