Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in New Delhi, India

RevenueBase identified 96 insurance brokers for wealth planning headquartered in New Delhi, India as of September 2026 and tracks 2,143 professional contacts across them, including 238 with verified work emails. Mumbai is the largest hub.

This list covers insurance brokers for wealth planning 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 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
96Companies
2,143Contacts tracked
238Verified emails
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The 25 largest insurance brokers for wealth planning based in New Delhi, India

Ranked by team size
Top 25 of 96 insurance brokers for wealth planning based in New Delhi, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew Delhi, IndiaHQ checked Sep 17, 2026201-500408 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
2Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 2026201-500256 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
3Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 2026201-500185 contacts →

Partial evidence

“Hero Insurance Broking India Pvt.”

Source: RevenueBase Database · checked Sep 17, 2026
4Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 20261,001-5,00046 contacts →

Partial 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 17, 2026
5Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 202651-20044 contacts →

Partial evidence

“Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.”

Source: RevenueBase Database · checked Sep 17, 2026
6Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-5025 contacts →

Partial 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 17, 2026
7Indirect evidenceNew Delhi, IndiaHQ checked Sep 17, 2026201-50021 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
8Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-5017 contacts →

Partial evidence

“At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.”

Source: RevenueBase Database · checked Sep 17, 2026
9Strong evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-5016 contacts →

Strong evidence

“We are one of the pioneer insurance broker in the Indian market.”

Source: RevenueBase Database · checked Sep 17, 2026
10Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-5015 contacts →

Partial evidence

“We are a global Private Wealth Management firm helping individuals and families to build, preserve, and grow wealth based on their specific circumstances.”

Source: RevenueBase Database · checked Sep 17, 2026
11Indirect evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-5015 contacts →

Indirect 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 17, 2026
12Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-5014 contacts →

Partial evidence

“Apis Nandi is one of the leading insurance broking and risk management companies in India.”

Source: RevenueBase Database · checked Sep 17, 2026
13Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-5010 contacts →

Partial 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 17, 2026
14Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-509 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 17, 2026
15Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-507 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 17, 2026
16Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 20261-105 contacts →

Partial 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 17, 2026
17Indirect evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-503 contacts →

Indirect 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 17, 2026
18Indirect evidenceNew Delhi, IndiaHQ checked Sep 17, 20261-103 contacts →

Indirect evidence

“Welcome to AJ FinWealth - We plan for your growth.”

Source: RevenueBase Database · checked Sep 17, 2026
19Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 202651-2002 contacts →

Partial evidence

“Having the right insurance policy during a time of need can make a world of difference.”

Source: RevenueBase Database · checked Sep 17, 2026
20Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-502 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 17, 2026
21Strong evidenceNew Delhi, IndiaHQ checked Sep 17, 202611-502 contacts →

Strong evidence

“Net Brokers, a leading Delhi-based Wealth Management firm, carries an 80-year legacy with Mr.”

Source: RevenueBase Database · checked Sep 17, 2026
22Indirect evidenceNew Delhi, IndiaHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“Transforming Vision into Value Since 1971 Welcome to The Money Plant Project!”

Source: RevenueBase Database · checked Sep 17, 2026
23Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 20261-102 contacts →

Partial evidence

“Private Wealth Management.”

Source: RevenueBase Database · checked Sep 17, 2026
24Partial evidenceNew Delhi, IndiaHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“Welcome to Sri Balaji WealthSure – Your Trusted Financial Advisor.”

Source: RevenueBase Database · checked Sep 17, 2026
25Indirect evidenceNew Delhi, IndiaHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

“Turtle Finmart Pvt.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 25 of 96 insurance brokers for wealth planning based in New Delhi, India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 238 reachable decision-makers.

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Insurance brokers for wealth planning based in New Delhi, India at a glance

As of Sep 17, 2026
11.1%Verified-email coverage
22.3Average contacts per company
11-50Median size (employees)
176.0%Largest-city concentration · Mumbai
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
37
51-200
11
201-500
7
501-1,000
2
1,001-5,000
2

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 96 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 New Delhi, 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 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, 238 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 in India

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 New Delhi, India?

RevenueBase identified 96 insurance brokers for wealth planning 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?

SPA Capital Services LTD, headquartered in New Delhi, 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 238 verified decision-maker contacts tracked across these 96 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.