Company lists · Data refreshed October 2026
Top 19 Insurance advisors for high net worth based in India
RevenueBase identified 105 company matches for insurance advisors for high net worth associated with India as of October 2026 and tracks 1,982 professional contacts across them, including 68 with verified work emails. Mumbai is the largest hub.
This list covers company matches for insurance advisors for high net worth 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 October 16, 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 19 largest insurance advisors for high net worth based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 61 contacts → | ||||
Exact match “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 2 | 20 contacts → | ||||
Exact match “FinArray | Wealth Management & Financial Advisory – Ahmedabad, India [AMFI Registered Mutual Fund Distributor | ARN-229776 ] ISO 9001:2015 & ISO 27001:2022 Certified organization…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 3 | 17 contacts → | ||||
Exact match “We are wealth managers and trusted financial partners to affluent business owners, corporate executives, medical professionals, and NRIs.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 4 | 15 contacts → | ||||
Exact match “Financial SketchersTM is a Global Boutique Wealth Advisory Firm having its footprint in India, UAE, Singapore, Kenya, UK and Hong Kong.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “We are a global Private Wealth Management firm helping individuals and families to build, preserve, and grow wealth based on their specific circumstances.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “At MoneySpring, we believe wealth is not built through chance - it’s built through clarity, structure, and compounding.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “Wealth Munshi is a leading financial planning and wealth management company for Non-Resident Indians (NRIs) and High Net Worth Individuals (HNIs).” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “At Fin@Work, we believe that successful investing is driven by two forces: Math and Mind.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “AUGAIN provides a bespoke financial service to a diverse clientele, specializing in HNI’s & UHNI’s Mr.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “InsureNation is a Boutique Insurance Firm that helps People protect their lives with special focus on the HNI segment to provide them with End to End Insurance solutions.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “At Dexterr Private Wealth, we specialize in providing tailored financial solutions and a holistic approach to preserving and growing the assets of UHNI and HNI clients.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Shrey Wealth is an independent, advice-first distribution house in Anand, Gujarat, AMFI-registered Mutual Fund & SIF Distributor (ARN-255332) and APMI-registered PMS Distributor…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “SFI Investment Advisors LLP is a registered investment advisor specializing in wealth management for High-Net-Worth Individuals (HNIs) and family offices.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “SEBI Registered Investment Advisory Firm with demonstrated history of amplifying wealth for HNI's and UHNI's by providing uncomplicated and unbiased Financial Advisory Services.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Edge Associates is Wealth Management firm.” Recorded in the RevenueBase company graph · Oct 16, 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 “insurance advisors for high net worth”. 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 19 of 105 insurance advisors for high net worth based in India
See the full list, filter by size, metro and specialty, and access 68 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance advisors for high net worth based in India at a glance
As of Oct 16, 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 105 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 “insurance advisors for high net worth” 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 68 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 October 16, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance advisors for high net worth”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance advisors for high net worth are there based in India?
RevenueBase identified 105 company matches for insurance advisors for high net worth associated with India as of October 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?
Deven Choksey tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance advisors for high net worth?
Mumbai leads with 13 company records, followed by Bangalore (12) and Pune (12).
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 68 professional contacts with verified work emails tracked across these 105 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 October 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 105 insurance advisors for high net worth based in India. Start with a free account, no credit card.
Download this list →Related lists
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 19 insurance advisors for high net worth 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 105 matching company records for insurance advisors for high net worth based in India, with 1,982 tracked contacts and 68 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 16, 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 19 insurance advisors for high net worth 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 |  Deven Chokseydevenchoksey.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Finarrayfinarraywealth.comHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 20 contacts → |
“FinArray | Wealth Management & Financial Advisory – Ahmedabad, India [AMFI Registered Mutual Fund Distributor | ARN-229776 ] ISO 9001:2015 & ISO 27001:2022 Certified organization…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | holisticinvestment.inholisticinvestment.in HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 17 contacts → |
“We are wealth managers and trusted financial partners to affluent business owners, corporate executives, medical professionals, and NRIs.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Financial Sketchersfinancialsketchers.comHQ: Noida, IndiaReported employees: 11-50 | Noida, India | 11-50 | Exact match | 15 contacts → |
“Financial SketchersTM is a Global Boutique Wealth Advisory Firm having its footprint in India, UAE, Singapore, Kenya, UK and Hong Kong.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Truemind Capitaltruemindcapital.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 14 contacts → |
“We are a global Private Wealth Management firm helping individuals and families to build, preserve, and grow wealth based on their specific circumstances.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Moneyspringmoneyspring.inHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 13 contacts → |
“At MoneySpring, we believe wealth is not built through chance - it’s built through clarity, structure, and compounding.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wealth Munshiwealthmunshi.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 10 contacts → |
“Wealth Munshi is a leading financial planning and wealth management company for Non-Resident Indians (NRIs) and High Net Worth Individuals (HNIs).” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  FIN Work Wealth Services PVT LTDfinatwork.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 9 contacts → |
“At Fin@Work, we believe that successful investing is driven by two forces: Math and Mind.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Augain Wealth Pvt. LTDaugain.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 7 contacts → |
“AUGAIN provides a bespoke financial service to a diverse clientele, specializing in HNI’s & UHNI’s Mr.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Insurenation IMN Insurance Broking Pvt. LTDinsuremynation.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 7 contacts → |
“InsureNation is a Boutique Insurance Firm that helps People protect their lives with special focus on the HNI segment to provide them with End to End Insurance solutions.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sinhasi Consultants Pvt. LTDsinhasi.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 7 contacts → |
“The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Future Corp Capitalfuturecorpcapital.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Dexterr Private Wealthdexterr.one HQ: Bengaluru North, IndiaReported employees: 1-10 | Bengaluru North, India | 1-10 | Exact match | 6 contacts → |
“At Dexterr Private Wealth, we specialize in providing tailored financial solutions and a holistic approach to preserving and growing the assets of UHNI and HNI clients.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Shrey Wealthshreywealth.in HQ: Anand, IndiaReported employees: 1-10 | Anand, India | 1-10 | Exact match | 6 contacts → |
“Shrey Wealth is an independent, advice-first distribution house in Anand, Gujarat, AMFI-registered Mutual Fund & SIF Distributor (ARN-255332) and APMI-registered PMS Distributor…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Santushti Capital LLPsantushti.co.in HQ: Lucknow, IndiaReported employees: 1-10 | Lucknow, India | 1-10 | Exact match | 6 contacts → |
“We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  SFI Wealthsfiwealth.inHQ: Gurgaon, IndiaReported employees: 1-10 | Gurgaon, India | 1-10 | Exact match | 2 contacts → |
“SFI Investment Advisors LLP is a registered investment advisor specializing in wealth management for High-Net-Worth Individuals (HNIs) and family offices.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Wediligent Financial Serviceswediligent.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 2 contacts → |
“A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Qber Asset Advisors LLPqberassetadvisors.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 2 contacts → |
“SEBI Registered Investment Advisory Firm with demonstrated history of amplifying wealth for HNI's and UHNI's by providing uncomplicated and unbiased Financial Advisory Services.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Edge Associatesedgeassociates.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“Edge Associates is Wealth Management firm.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 105 company matches
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Insurance advisors for high net worth: dataset insights
October 16, 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
105 records in the displayed employee bands.
0 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 105 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: October 16, 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 ↗
Questions about this company list
What does Exact match mean for insurance advisors for high net worth?
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 insurance advisors for high net worth did RevenueBase find based in India?
The saved snapshot records 105 matching company records, 1,982 tracked contacts and 68 verified emails. The public preview displays 19 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: October 16, 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
Insurance advisors for high net worth by geography
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
- Insurance advisors for high net worth based in Germany
- Insurance advisors for high net worth based in South Africa
- Insurance advisors for high net worth based in the United Kingdom
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Cite this list
RevenueBase Data Team. Top 19 insurance advisors for high net worth based in India. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-advisors-for-high-net-worth/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
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
Company intelligence · public preview
Top 19 insurance advisors for high net worth based in India
RevenueBase records 105 matching company records for insurance advisors for high net worth based in India, with 1,982 tracked contacts and 68 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 16, 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 19 insurance advisors for high net worth 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 | Deven Chokseydevenchoksey.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Finarrayfinarraywealth.com HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 20 contacts → |
“FinArray | Wealth Management & Financial Advisory – Ahmedabad, India [AMFI Registered Mutual Fund Distributor | ARN-229776 ] ISO 9001:2015 & ISO 27001:2022 Certified organization…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | holisticinvestment.inholisticinvestment.in HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 17 contacts → |
“We are wealth managers and trusted financial partners to affluent business owners, corporate executives, medical professionals, and NRIs.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Financial Sketchersfinancialsketchers.com HQ: Noida, IndiaReported employees: 11-50 | Noida, India | 11-50 | Exact match | 15 contacts → |
“Financial SketchersTM is a Global Boutique Wealth Advisory Firm having its footprint in India, UAE, Singapore, Kenya, UK and Hong Kong.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Truemind Capitaltruemindcapital.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 14 contacts → |
“We are a global Private Wealth Management firm helping individuals and families to build, preserve, and grow wealth based on their specific circumstances.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Moneyspringmoneyspring.in HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 13 contacts → |
“At MoneySpring, we believe wealth is not built through chance - it’s built through clarity, structure, and compounding.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wealth Munshiwealthmunshi.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 10 contacts → |
“Wealth Munshi is a leading financial planning and wealth management company for Non-Resident Indians (NRIs) and High Net Worth Individuals (HNIs).” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | FIN Work Wealth Services PVT LTDfinatwork.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 9 contacts → |
“At Fin@Work, we believe that successful investing is driven by two forces: Math and Mind.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Augain Wealth Pvt. LTDaugain.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 7 contacts → |
“AUGAIN provides a bespoke financial service to a diverse clientele, specializing in HNI’s & UHNI’s Mr.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Insurenation IMN Insurance Broking Pvt. LTDinsuremynation.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 7 contacts → |
“InsureNation is a Boutique Insurance Firm that helps People protect their lives with special focus on the HNI segment to provide them with End to End Insurance solutions.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sinhasi Consultants Pvt. LTDsinhasi.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 7 contacts → |
“The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Future Corp Capitalfuturecorpcapital.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Dexterr Private Wealthdexterr.one HQ: Bengaluru North, IndiaReported employees: 1-10 | Bengaluru North, India | 1-10 | Exact match | 6 contacts → |
“At Dexterr Private Wealth, we specialize in providing tailored financial solutions and a holistic approach to preserving and growing the assets of UHNI and HNI clients.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Shrey Wealthshreywealth.in HQ: Anand, IndiaReported employees: 1-10 | Anand, India | 1-10 | Exact match | 6 contacts → |
“Shrey Wealth is an independent, advice-first distribution house in Anand, Gujarat, AMFI-registered Mutual Fund & SIF Distributor (ARN-255332) and APMI-registered PMS Distributor…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Santushti Capital LLPsantushti.co.in HQ: Lucknow, IndiaReported employees: 1-10 | Lucknow, India | 1-10 | Exact match | 6 contacts → |
“We are dedicated to provide people with best of the financial advise and create problem free financial lives around the world.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | SFI Wealthsfiwealth.in HQ: Gurgaon, IndiaReported employees: 1-10 | Gurgaon, India | 1-10 | Exact match | 2 contacts → |
“SFI Investment Advisors LLP is a registered investment advisor specializing in wealth management for High-Net-Worth Individuals (HNIs) and family offices.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Wediligent Financial Serviceswediligent.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 2 contacts → |
“A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Qber Asset Advisors LLPqberassetadvisors.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 2 contacts → |
“SEBI Registered Investment Advisory Firm with demonstrated history of amplifying wealth for HNI's and UHNI's by providing uncomplicated and unbiased Financial Advisory Services.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Edge Associatesedgeassociates.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 1 contacts → |
“Edge Associates is Wealth Management firm.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 105 company matches
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Insurance advisors for high net worth: dataset insights
October 16, 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
105 records in the displayed employee bands.
0 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 105 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: October 16, 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 ↗
Questions about this company list
What does Exact match mean for insurance advisors for high net worth?
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 insurance advisors for high net worth did RevenueBase find based in India?
The saved snapshot records 105 matching company records, 1,982 tracked contacts and 68 verified emails. The public preview displays 19 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: October 16, 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 19 insurance advisors for high net worth based in India. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-advisors-for-high-net-worth/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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