Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in India

Name: Insurance brokers for wealth planning based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 1,220 companies tracked

RevenueBase identified 1,220 insurance brokers for wealth planning headquartered in India as of September 2026 and tracks 16,941 professional contacts across them, including 2,801 with verified work emails. Mumbai is the largest hub.

This list covers insurance brokers for wealth planning 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 17, 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 17, 2026 86% judged on-target in blind review

1,220Companies

16,941Contacts tracked

2,801Verified emails

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The 25 largest insurance brokers for wealth planning based in India

Ranked by team size

Top 25 of 1,220 insurance brokers for wealth planning based in India, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: 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	Pbpartners	Partial evidence	Gurugram, IndiaHQ checked Sep 17, 2026	1,001-5,000	1,026 contacts →
	Partial evidence “Your best-in-class products + our in-person customer assistance = smooth insurance journey for your customers!” Source: RevenueBase Database · checked Sep 17, 2026
2	Alliance Insurance Brokers PVT LTD	Strong evidence	Mumbai, IndiaHQ checked Sep 17, 2026	201-500	500 contacts →
	Strong evidence “Alliance Insurance Brokers was founded by Mr.” Source: RevenueBase Database · checked Sep 17, 2026
3	Tata Motors Insurance Broking And Advisory Services LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 17, 2026	201-500	499 contacts →
	Partial evidence “Tata Motors Insurance Broking And Advisory Services Limited (TMIBASL) is a wholly owned subsidiary of Tata Motors Limited, a leading global automobile manufacturing company.” Source: RevenueBase Database · checked Sep 17, 2026
4	Salasar Services Insurance Brokers Private Limited	Partial evidence	Kolkata, IndiaHQ checked Sep 17, 2026	201-500	426 contacts →
	Partial evidence “Salasar is an insurance and reinsurance broking firm licensed by the Insurance Regulatory and Development Authority (IRDA) vide Licence No.” Source: RevenueBase Database · checked Sep 17, 2026
5	SPA Capital Services LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 17, 2026	201-500	408 contacts →
	Indirect evidence “Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Source: RevenueBase Database · checked Sep 17, 2026
6	Unison Insurance Broking Services PVT LTD	Partial evidence	Vadodara, IndiaHQ checked Sep 17, 2026	201-500	358 contacts →
	Partial evidence “UNISON was established on the basic principle of creating transparency and convenience in the otherwise opaque and cumbersome practices in the Insurance Market in India.” Source: RevenueBase Database · checked Sep 17, 2026
7	Beacon Insurance Brokers Pvt. LTD	Strong evidence	Vadodara, IndiaHQ checked Sep 17, 2026	201-500	341 contacts →
	Strong evidence “Beacon Insurance is a leading domestic insurance broker, recognized as one of the largest in the country.” Source: RevenueBase Database · checked Sep 17, 2026
8	Emedlife Insurance Broking Services Limited	Partial evidence	New Delhi, IndiaHQ checked Sep 17, 2026	201-500	256 contacts →
	Partial evidence “Established in the year 2003, Emedlife Insurance Broking Services Limited promoted by the renowned Apollo Hospital Group is one of the earliest broking company in the Indian…” Source: RevenueBase Database · checked Sep 17, 2026
9	Vizza Insurance Broking Services Pvt. LTD	Partial evidence	Chennai, IndiaHQ checked Sep 17, 2026	501-1,000	230 contacts →
	Partial evidence “Who we are • Vizza Insurance is licensed by IRDAI to work with all Insurance Companies • Expertise in end-to-end insurance solutions and advisory • Experienced in Risk Management…” Source: RevenueBase Database · checked Sep 17, 2026
10	Bharat RE Insurance Brokers PVT LTD	Indirect evidence	Chennai, IndiaHQ checked Sep 17, 2026	201-500	226 contacts →
	Indirect evidence “With a team of 300+ professionals and expanding, focusing exclusively on enterprise risk management, we have established credentials with a clientele of 2500+ enterprises…” Source: RevenueBase Database · checked Sep 17, 2026
11	Marsh India Insurance Brokers Pvt. LTD	Strong evidence	Mumbai, IndiaHQ checked Sep 17, 2026	1,001-5,000	225 contacts →
	Strong evidence “Marsh India Insurance Brokers Pvt.” Source: RevenueBase Database · checked Sep 17, 2026
12	Futurisk Insurance Broking Co. Pvt. LTD	Indirect evidence	Chennai, IndiaHQ checked Sep 17, 2026	51-200	194 contacts →
	Indirect evidence “Since 2005, Futurisk has been empowering businesses and individuals to safeguard their futures by eliminating the risks that could overshadow their potential.” Source: RevenueBase Database · checked Sep 17, 2026
13	Hero Insurance Broking	Partial evidence	New Delhi, IndiaHQ checked Sep 17, 2026	201-500	185 contacts →
	Partial evidence “Hero Insurance Broking India Pvt.” Source: RevenueBase Database · checked Sep 17, 2026
14	Equirus Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 17, 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 17, 2026
15	Visista Insurance Broking Services Pvt. LTD	Partial evidence	Hyderabad, IndiaHQ checked Sep 17, 2026	51-200	116 contacts →
	Partial evidence “VISISTA has been in operation for over two decades rendering insurance advisory and risk management services to varied customers.” Source: RevenueBase Database · checked Sep 17, 2026
16	First Policy Insurance Brokers Pvt. LTD	Strong evidence	Pune, IndiaHQ checked Sep 17, 2026	51-200	97 contacts →
	Strong evidence “First Policy has established itself as one of the top insurance brokers in India with an ability to consistently deliver on all fronts for more than two decades.” Source: RevenueBase Database · checked Sep 17, 2026
17	Nuvama Professional Clients Group	Indirect evidence	Mumbai, IndiaHQ checked Sep 17, 2026	201-500	88 contacts →
	Indirect evidence “Nuvama Professional Clients Group (formerly known as Edelweiss Professional Clients Group) is popular with new-age entrepreneurs as they find value in our abilities to address…” Source: RevenueBase Database · checked Sep 17, 2026
18	Upwisery	Indirect evidence	Hyderabad, IndiaHQ checked Sep 17, 2026	11-50	85 contacts →
	Indirect evidence “Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm.” Source: RevenueBase Database · checked Sep 17, 2026
19	Raghnall	Partial evidence	Mumbai, IndiaHQ checked Sep 17, 2026	51-200	83 contacts →
	Partial evidence “We exist to help our clients and their employees grow in their Business, Wealth and Health by protecting and managing their Business and Personal Risks.” Source: RevenueBase Database · checked Sep 17, 2026
20	Muthoot Risk Insurance And Broking Services Pvt. LTD	Partial evidence	Trivandrum, IndiaHQ checked Sep 17, 2026	201-500	80 contacts →
	Partial evidence “Muthoot Risk Insurance and Broking Services Private Limited (MRIBS) is dedicated to servicing customers with a wide array of Life Insurance and General Insurance products of…” Source: RevenueBase Database · checked Sep 17, 2026
21	Epoch Insurance Brokers Pvt. LTD	Strong evidence	Delhi, IndiaHQ checked Sep 17, 2026	11-50	72 contacts →
	Strong evidence “We are India’s one of the leading Insurance brokers; with our Head Office in New Delhi Epoch is handling customers which include Large Corporate, MNC and Blue Chip companies with…” Source: RevenueBase Database · checked Sep 17, 2026
22	Sriyah Insurance Brokers Pvt. LTD	Strong evidence	Vellore, IndiaHQ checked Sep 17, 2026	51-200	71 contacts →
	Strong evidence “Sriyah Insurance Brokers is a leading Direct Insurance Broker in South India.” Source: RevenueBase Database · checked Sep 17, 2026
23	Arron Insurance Brokers Private Limited	Partial evidence	Ahmedabad, IndiaHQ checked Sep 17, 2026	51-200	70 contacts →
	Partial evidence “About Us Arron is one of India's fastest-growing insurance planners.” Source: RevenueBase Database · checked Sep 17, 2026
24	Finwallet	Partial evidence	Madurai, IndiaHQ checked Sep 17, 2026	11-50	62 contacts →
	Partial 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 17, 2026
25	Infina Insurance Broking PVT LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 17, 2026	51-200	59 contacts →
	Partial evidence “Infina Insure comprises of two companies, namely, Infina Insurance Broking Pvt.” Source: RevenueBase Database · checked Sep 17, 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: insurance brokers for wealth planning. 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 insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. 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 1,220 insurance brokers for wealth planning based in India

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Insurance brokers for wealth planning based in India at a glance

As of Sep 17, 2026

16.5%Verified-email coverage

13.9Average contacts per company

1-10Median size (employees)

13.9%Largest-city concentration · Mumbai

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

661

11-50

370

51-200

120

201-500

501-1,000

1,001-5,000

5,001-10,000

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 1,220 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 insurance brokers for wealth planning, 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 “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, 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, 2,801 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 17, 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.

Insurance brokers for wealth planning by metro

Insurance brokers for wealth planning in Mumbai169
Insurance brokers for wealth planning in New Delhi96
Insurance brokers for wealth planning in Pune75
Insurance brokers for wealth planning in Ahmedabad55
Insurance brokers for wealth planning in Kolkata49
Insurance brokers for wealth planning in Chennai38
Insurance brokers for wealth planning in Hyderabad38
Insurance brokers for wealth planning in Noida38
Insurance brokers for wealth planning in Bangalore37
Insurance brokers for wealth planning in Bengaluru28
Insurance brokers for wealth planning in Delhi28
Insurance brokers for wealth planning in Jaipur27

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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in India?

RevenueBase identified 1,220 insurance brokers for wealth planning 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?

Pbpartners, headquartered in Gurugram, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

Mumbai leads with 169 headquartered companies, followed by New Delhi (96) and Pune (75).

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 2,801 verified decision-maker contacts tracked across these 1,220 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 17, 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.