Company lists · Data refreshed September 2026

Top 25 Holistic financial advisors based in New Delhi, India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 140 companies tracked

RevenueBase identified 140 holistic financial advisors headquartered in New Delhi, India as of September 2026 and tracks 1,007 professional contacts across them, including 109 with verified work emails. Mumbai is the largest hub.

This list covers holistic financial advisors headquartered in New Delhi, 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

140Companies

1,007Contacts tracked

109Verified emails

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The 25 largest holistic financial advisors based in New Delhi, India

Ranked by team size

Top 25 of 140 holistic financial advisors based in New Delhi, 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	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
2	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
3	Prospurts	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	32 contacts →
	Partial evidence “Wealth Advisory” Source: RevenueBase Database · checked Sep 20, 2026
4	Private Bankers	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
5	Ingenetus Group	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Source: RevenueBase Database · checked Sep 20, 2026
6	Taxpoint Global Private Limited	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “At Taxpoint, we work with senior professionals, business owners, and leaders operating at significant income and responsibility levels-where financial decisions are no longer…” Source: RevenueBase Database · checked Sep 20, 2026
7	Gcic Finserve	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “With an AUM of over ₹500 Cr and families served across the globe over three decades, GCIC Finserve has been a trusted partner in the financial journeys of individuals, families…” Source: RevenueBase Database · checked Sep 20, 2026
8	Invest Shoppe India LTD	Strong evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “Invest Shoppe is a wealth management and advisory company providing a unique blend of financial solutions to protect the future of the clients.” Source: RevenueBase Database · checked Sep 20, 2026
9	Candor Capital	Strong evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	10 contacts →
	Strong evidence “Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Source: RevenueBase Database · checked Sep 20, 2026
10	Unified Vision Wealth	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Source: RevenueBase Database · checked Sep 20, 2026
11	Marwah Financial	Strong evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.” Source: RevenueBase Database · checked Sep 20, 2026
12	Ideas2invest	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	6 contacts →
	Partial evidence “For over 10 years, we have helped individuals, families, NRIs, and corporates simplify financial complexities through a client-first approach built on trust, integrity, and…” Source: RevenueBase Database · checked Sep 20, 2026
13	Green Turtle Finserv Private Limited	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We are a Private Boutique Wealth Management firm founded by a team of seasoned ex bankers, with combined industry experience of close to 7 decades across Wealth Management, Asset…” Source: RevenueBase Database · checked Sep 20, 2026
14	Wealth Asia	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We are a group of Investment professionals with average experience of 15 years, We are a Wealth Management company, where we provide value added services to our clients ranging…” Source: RevenueBase Database · checked Sep 20, 2026
15	Hareepatti	Strong evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Hareepatti is into financial advisory that works around taking individuals and corporate houses to the greener side of money.” Source: RevenueBase Database · checked Sep 20, 2026
16	Calibre Investments	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Calibre Investments is an organization specialising in Personal Financial Management.” Source: RevenueBase Database · checked Sep 20, 2026
17	4 ACE Financial Services	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	3 contacts →
	Partial evidence “At 4 Ace Financial Services, we are committed to empowering individuals and businesses with expert financial consultancy that drives sustainable growth and long-term success.” Source: RevenueBase Database · checked Sep 20, 2026
18	Finvriddhi Services Private Limited	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Welcome to Finvriddhi, where finance meets growth!” Source: RevenueBase Database · checked Sep 20, 2026
19	AJ Wealth And Financial Services	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Welcome to AJ FinWealth - We plan for your growth.” Source: RevenueBase Database · checked Sep 20, 2026
20	Greyman Advisors LLP	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Financing Your Future Navigating Your Taxes Your Success Our Expertise.” Source: RevenueBase Database · checked Sep 20, 2026
21	Anupamabhargava Wealthplanner	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “Dedicated to safeguarding our clients' financial interests, we specialize in crafting strategic financial plans that help individuals reduce taxes & create wealth through tailor…” Source: RevenueBase Database · checked Sep 20, 2026
22	Himavan Wealth	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Himavan Wealth is a boutique financial services company.” Source: RevenueBase Database · checked Sep 20, 2026
23	Bluechip Capital Services Pvt. LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “Bluechip Capital made its entry as novice eager to reach the pinnacles of success.” Source: RevenueBase Database · checked Sep 20, 2026
24	NET Brokers	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “Net Brokers, a leading Delhi-based Wealth Management firm, carries an 80-year legacy with Mr.” Source: RevenueBase Database · checked Sep 20, 2026
25	Createur DE Richesse	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “Createur De Richesse is a leading global investment Management firm that specializes in a full range of wealth management advice and services to a substantial and diversified…” 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 140 holistic financial advisors based in New Delhi, India

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Holistic financial advisors based in New Delhi, India at a glance

As of Sep 20, 2026

10.8%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

227.1%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole India list rather than for New Delhi, so it is reported there. Company counts and contact totals on this page are exact for New Delhi, over 140 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 New Delhi, 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 New Delhi 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, 109 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 in India

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 New Delhi, India?

RevenueBase identified 140 holistic financial advisors headquartered in New Delhi, 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?

SMC Investments And Advisors Limited, headquartered in New Delhi, 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 109 verified decision-maker contacts tracked across these 140 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.