Company lists · Data refreshed September 2026

Top 25 Holistic financial advisors based in India

Name: Holistic financial advisors based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 2,275 companies tracked

RevenueBase identified 2,275 holistic financial advisors headquartered in India as of September 2026 and tracks 20,337 professional contacts across them, including 1,675 with verified work emails. Mumbai is the largest hub.

This list covers holistic financial advisors headquartered in India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

2,275Companies

20,337Contacts tracked

1,675Verified emails

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The 25 largest holistic financial advisors based in India

Ranked by team size

Top 25 of 2,275 holistic financial advisors based in India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to holistic financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Iifl Capital Services Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1,001-5,000	1,878 contacts →
	Partial evidence “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Source: RevenueBase Database · checked Sep 20, 2026
2	Nuvama Group	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1,001-5,000	448 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
3	Fincart Financial Planners	Indirect evidence	Noida, IndiaHQ checked Sep 20, 2026	51-200	226 contacts →
	Indirect evidence “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Source: RevenueBase Database · checked Sep 20, 2026
4	Eastern Financiers LTD	Strong evidence	Kolkata, IndiaHQ checked Sep 20, 2026	201-500	128 contacts →
	Strong evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 20, 2026
5	Equirus Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	122 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
6	Finnovate	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	96 contacts →
	Partial evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 20, 2026
7	Incred Premier	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	86 contacts →
	Partial evidence “InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.” Source: RevenueBase Database · checked Sep 20, 2026
8	Buglerock Capital	Strong evidence	Bangalore, IndiaHQ checked Sep 20, 2026	51-200	82 contacts →
	Strong evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
9	A D Naik Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	71 contacts →
	Indirect evidence “At A D Naik Wealth, we are enablers of aspirations.” Source: RevenueBase Database · checked Sep 20, 2026
10	Deven Choksey	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	64 contacts →
	Partial evidence “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Source: RevenueBase Database · checked Sep 20, 2026
11	Finwallet	Indirect evidence	Madurai, IndiaHQ checked Sep 20, 2026	11-50	62 contacts →
	Indirect evidence “Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.” Source: RevenueBase Database · checked Sep 20, 2026
12	The Financialist	Strong evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	61 contacts →
	Strong evidence “All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Source: RevenueBase Database · checked Sep 20, 2026
13	Rurash Financials Private Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	59 contacts →
	Partial evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 20, 2026
14	Epsilon Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	58 contacts →
	Indirect evidence “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Source: RevenueBase Database · checked Sep 20, 2026
15	Trustner	Indirect evidence	Guwahati, IndiaHQ checked Sep 20, 2026	51-200	57 contacts →
	Indirect evidence “Finedge Services is now Trustner.” Source: RevenueBase Database · checked Sep 20, 2026
16	I CAP Financial Services	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	51 contacts →
	Partial evidence “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Source: RevenueBase Database · checked Sep 20, 2026
17	Etica Wealth P LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	48 contacts →
	Indirect evidence “The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Source: RevenueBase Database · checked Sep 20, 2026
18	Wealth Advisors India Pvt. LTD	Partial evidence	Chennai, IndiaHQ checked Sep 20, 2026	51-200	48 contacts →
	Partial evidence “Wealth Advisors (India) Pvt.” Source: RevenueBase Database · checked Sep 20, 2026
19	SMC Investments And Advisors Limited	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1,001-5,000	46 contacts →
	Indirect evidence “SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Source: RevenueBase Database · checked Sep 20, 2026
20	Ffreedom Financial Planners	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	46 contacts →
	Indirect evidence “People dream & remain happy.” Source: RevenueBase Database · checked Sep 20, 2026
21	Complete Circle Capital Pvt. LTD	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	51-200	44 contacts →
	Partial evidence “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Source: RevenueBase Database · checked Sep 20, 2026
22	Shree Consultants	Strong evidence	Chennai, IndiaHQ checked Sep 20, 2026	11-50	42 contacts →
	Strong evidence “An Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products.” Source: RevenueBase Database · checked Sep 20, 2026
23	Excelberg	Strong evidence	Bengaluru, IndiaHQ checked Sep 20, 2026	11-50	41 contacts →
	Strong evidence “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Source: RevenueBase Database · checked Sep 20, 2026
24	Anmol Share Broking Private Limited	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	41 contacts →
	Indirect evidence “Building Wealth, Securing Futures.” Source: RevenueBase Database · checked Sep 20, 2026
25	NK Kothari Finserve Pvt. LTD	Partial evidence	Jaipur, IndiaHQ checked Sep 20, 2026	11-50	34 contacts →
	Partial evidence “A 16 Year old boutique wealth management firm specializing in Financial Planning and Insurance Portfolio analysis, based out of Jaipur” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: holistic financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names holistic financial advisors.
Partial evidence: Its own public description names part of holistic financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name holistic financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 2,275 holistic financial advisors based in India

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Holistic financial advisors based in India at a glance

As of Sep 20, 2026

8.2%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

14.0%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,493

11-50

621

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 2,275 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among holistic financial advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in India whose own description of what they do matches “holistic financial advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names holistic financial advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among holistic financial advisors, and records with no verified work email. Companies headquartered outside India are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,675 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Holistic financial advisors by metro

Holistic financial advisors in Mumbai318
Holistic financial advisors in Pune165
Holistic financial advisors in New Delhi140
Holistic financial advisors in Bangalore95
Holistic financial advisors in Kolkata91
Holistic financial advisors in Ahmedabad86
Holistic financial advisors in Delhi67
Holistic financial advisors in Chennai64
Holistic financial advisors in Noida62
Holistic financial advisors in Bengaluru61
Holistic financial advisors in Hyderabad60
Holistic financial advisors in Jaipur47
Holistic financial advisors in Thane40
Holistic financial advisors in Gurgaon39
Holistic financial advisors in Gurugram35
Holistic financial advisors in Surat35
Holistic financial advisors in Vadodara31
Holistic financial advisors in Lucknow26

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names holistic financial advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many holistic financial advisors are there based in India?

RevenueBase identified 2,275 holistic financial advisors headquartered in India as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Iifl Capital Services Limited, headquartered in Andheri East Mumbai, tops this list with the largest team on record.

Which city has the most holistic financial advisors?

Mumbai leads with 318 headquartered companies, followed by Pune (165) and New Delhi (140).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,675 verified decision-maker contacts tracked across these 2,275 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.