Company lists · Data refreshed September 2026
Top 25 Insurance brokers for wealth planning based in New Delhi, India
RevenueBase identified 96 company matches for insurance brokers for wealth planning associated with New Delhi, India as of September 2026 and tracks 2,143 professional contacts across them, including 238 with verified work emails. Across India, Mumbai is the largest hub for this category (169 companies); New Delhi follows with 96.
This list covers company matches for insurance brokers for wealth planning associated with New Delhi, 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 September 17, 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 25 largest insurance brokers for wealth planning based in New Delhi, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 408 contacts → | ||||
Exact match “Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 2 | 256 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 3 | 185 contacts → | ||||
Exact match “Hero Insurance Broking India Pvt.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 4 | 46 contacts → | ||||
Exact match “SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 5 | 44 contacts → | ||||
Exact match “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 6 | 25 contacts → | ||||
Exact match “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 7 | 21 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “We are one of the pioneer insurance broker in the Indian market.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 10 | 15 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 · Sep 17, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “At Taxpoint, we work with senior professionals, business owners, and leaders operating at significant income and responsibility levels-where financial decisions are no longer…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “Apis Nandi is one of the leading insurance broking and risk management companies in India.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Invest Shoppe is a wealth management and advisory company providing a unique blend of financial solutions to protect the future of the clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 15 | 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 · Sep 17, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Welcome to AJ FinWealth - We plan for your growth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Having the right insurance policy during a time of need can make a world of difference.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Dedicated to safeguarding our clients' financial interests, we specialize in crafting strategic financial plans that help individuals reduce taxes & create wealth through tailor…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Net Brokers, a leading Delhi-based Wealth Management firm, carries an 80-year legacy with Mr.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Transforming Vision into Value Since 1971 Welcome to The Money Plant Project!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Private Wealth Management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Welcome to Sri Balaji WealthSure – Your Trusted Financial Advisor.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Turtle Finmart Pvt.” Recorded in the RevenueBase company graph · Sep 17, 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 brokers for wealth planning”. 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 25 of 96 insurance brokers for wealth planning based in New Delhi, India
See the full list, filter by size, metro and specialty, and access 238 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance brokers for wealth planning based in New Delhi, India at a glance
As of Sep 17, 2026Companies by employee count
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
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 New Delhi, India whose business descriptions match “insurance brokers for wealth planning” 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 238 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 September 17, 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.
Insurance brokers for wealth planning by metro in India
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 brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance brokers for wealth planning are there based in New Delhi, India?
RevenueBase identified 96 company matches for insurance brokers for wealth planning associated with New Delhi, India as of September 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?
SPA Capital Services LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in India has the most insurance brokers for wealth planning?
Mumbai leads India with 169 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 238 professional contacts with verified work emails tracked across these 96 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 September 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 96 insurance brokers for wealth planning based in New Delhi, 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 25 insurance brokers for wealth planning based in New Delhi, India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 96 matching company records for insurance brokers for wealth planning based in New Delhi, India, with 2,143 tracked contacts and 238 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 17, 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 25 insurance brokers for wealth planning based in New Delhi, 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 |  SPA Capital Services LTDspacapital.comHQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 408 contacts → |
“Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Emedlife Insurance Broking Services Limitedonline.emedlife.inHQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 256 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Hero Insurance Brokingheroinsurance.comHQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 185 contacts → |
“Hero Insurance Broking India Pvt.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  SMC Investments And Advisors Limitedsmcinvestments.co.inHQ: New Delhi, IndiaReported employees: 1,001-5,000 | New Delhi, India | 1,001-5,000 | Exact match | 46 contacts → |
“SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Complete Circle Capital Pvt. LTDcompletecirclecapital.comHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 44 contacts → |
“Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Private Bankersprivatebankers.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 25 contacts → |
“Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Secure NOW Insurance Broker Private Limitedsecurenow.inHQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 21 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  Ingenetus Groupingenetus.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 17 contacts → |
“At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  KAN Insurance Brokers Pvt. LTDkaninsure.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 16 contacts → |
“We are one of the pioneer insurance broker in the Indian market.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Truemind Capitaltruemindcapital.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 15 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 · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Taxpoint Global Private Limitedtaxpoint.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 15 contacts → |
“At Taxpoint, we work with senior professionals, business owners, and leaders operating at significant income and responsibility levels-where financial decisions are no longer…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Apis Nandi Insurance Brokers Private Limitedapisnandi.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 14 contacts → |
“Apis Nandi is one of the leading insurance broking and risk management companies in India.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Invest Shoppe India LTDinvestshoppe.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 10 contacts → |
“Invest Shoppe is a wealth management and advisory company providing a unique blend of financial solutions to protect the future of the clients.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Unified Vision Wealthunifiedvisionwealth.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 9 contacts → |
“We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Green Turtle Finserv Private Limitedgreenturtlefinserv.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  4 ACE Financial Services4ace.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 3 contacts → |
“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.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  AJ Wealth And Financial Servicesajfinwealth.comHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 3 contacts → |
“Welcome to AJ FinWealth - We plan for your growth.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Reliassure Insurance Brokers PVT LTDreliassure.in HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 2 contacts → |
“Having the right insurance policy during a time of need can make a world of difference.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Anupamabhargava Wealthplannerbeekayassociates.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 2 contacts → |
“Dedicated to safeguarding our clients' financial interests, we specialize in crafting strategic financial plans that help individuals reduce taxes & create wealth through tailor…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  NET Brokersnetbrokers.co.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 2 contacts → |
“Net Brokers, a leading Delhi-based Wealth Management firm, carries an 80-year legacy with Mr.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Money Plant Projectmoneyplantproject.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 2 contacts → |
“Transforming Vision into Value Since 1971 Welcome to The Money Plant Project!” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | MY Rupee To Invest Private Limitedmyrupee2invest.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 2 contacts → |
“Private Wealth Management.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | SRI Balaji Wealthsuresribalajiwealthsure.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 1 contacts → |
“Welcome to Sri Balaji WealthSure – Your Trusted Financial Advisor.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Turtle Finmartturtlefinmart.comHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 1 contacts → |
“Turtle Finmart Pvt.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 96 company matches
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Insurance brokers for wealth planning: dataset insights
September 17, 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
96 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 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 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: September 17, 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 ↗
Insurance brokers for wealth planning by metro in India
Questions about this company list
What does Exact match mean for insurance brokers for wealth planning?
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 brokers for wealth planning did RevenueBase find based in New Delhi, India?
The saved snapshot records 96 matching company records, 2,143 tracked contacts and 238 verified emails. The public preview displays 25 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: September 17, 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 brokers for wealth planning by geography
- Insurance brokers for wealth planning based in Brisbane, Australia
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- Insurance brokers for wealth planning based in Perth, Australia
- Insurance brokers for wealth planning based in Sydney, Australia
- Insurance brokers for wealth planning based in Barueri, Brazil
- Insurance brokers for wealth planning based in Belo Horizonte, Brazil
- Insurance brokers for wealth planning based in Blumenau, Brazil
- Insurance brokers for wealth planning based in Campinas, Brazil
- Insurance brokers for wealth planning based in Curitiba, Brazil
- Insurance brokers for wealth planning based in Porto Alegre, Brazil
- Insurance brokers for wealth planning based in Rio De Janeiro, Brazil
- Insurance brokers for wealth planning based in Salvador, Brazil
Cite this list
RevenueBase Data Team. Top 25 insurance brokers for wealth planning based in New Delhi, India. Snapshot: September 17, 2026. https://revenuebase.ai/companies/insurance-brokers-for-wealth-planning/india/new-delhi.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Insurance brokers for wealth planning based in Brisbane, Australia
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Company intelligence · public preview
Top 25 insurance brokers for wealth planning based in New Delhi, India
RevenueBase records 96 matching company records for insurance brokers for wealth planning based in New Delhi, India, with 2,143 tracked contacts and 238 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 17, 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 25 insurance brokers for wealth planning based in New Delhi, 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 | SPA Capital Services LTDspacapital.com HQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 408 contacts → |
“Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Emedlife Insurance Broking Services Limitedonline.emedlife.in HQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 256 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Hero Insurance Brokingheroinsurance.com HQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 185 contacts → |
“Hero Insurance Broking India Pvt.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | SMC Investments And Advisors Limitedsmcinvestments.co.in HQ: New Delhi, IndiaReported employees: 1,001-5,000 | New Delhi, India | 1,001-5,000 | Exact match | 46 contacts → |
“SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Complete Circle Capital Pvt. LTDcompletecirclecapital.com HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 44 contacts → |
“Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Private Bankersprivatebankers.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 25 contacts → |
“Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Secure NOW Insurance Broker Private Limitedsecurenow.in HQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 21 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Ingenetus Groupingenetus.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 17 contacts → |
“At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | KAN Insurance Brokers Pvt. LTDkaninsure.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 16 contacts → |
“We are one of the pioneer insurance broker in the Indian market.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Truemind Capitaltruemindcapital.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 15 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 · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Taxpoint Global Private Limitedtaxpoint.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 15 contacts → |
“At Taxpoint, we work with senior professionals, business owners, and leaders operating at significant income and responsibility levels-where financial decisions are no longer…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Apis Nandi Insurance Brokers Private Limitedapisnandi.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 14 contacts → |
“Apis Nandi is one of the leading insurance broking and risk management companies in India.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Invest Shoppe India LTDinvestshoppe.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 10 contacts → |
“Invest Shoppe is a wealth management and advisory company providing a unique blend of financial solutions to protect the future of the clients.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Unified Vision Wealthunifiedvisionwealth.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 9 contacts → |
“We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Green Turtle Finserv Private Limitedgreenturtlefinserv.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 4 ACE Financial Services4ace.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 3 contacts → |
“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.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | AJ Wealth And Financial Servicesajfinwealth.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 3 contacts → |
“Welcome to AJ FinWealth - We plan for your growth.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Reliassure Insurance Brokers PVT LTDreliassure.in HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 2 contacts → |
“Having the right insurance policy during a time of need can make a world of difference.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Anupamabhargava Wealthplannerbeekayassociates.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 2 contacts → |
“Dedicated to safeguarding our clients' financial interests, we specialize in crafting strategic financial plans that help individuals reduce taxes & create wealth through tailor…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | NET Brokersnetbrokers.co.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 2 contacts → |
“Net Brokers, a leading Delhi-based Wealth Management firm, carries an 80-year legacy with Mr.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Money Plant Projectmoneyplantproject.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 2 contacts → |
“Transforming Vision into Value Since 1971 Welcome to The Money Plant Project!” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | MY Rupee To Invest Private Limitedmyrupee2invest.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 2 contacts → |
“Private Wealth Management.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | SRI Balaji Wealthsuresribalajiwealthsure.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 1 contacts → |
“Welcome to Sri Balaji WealthSure – Your Trusted Financial Advisor.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Turtle Finmartturtlefinmart.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 1 contacts → |
“Turtle Finmart Pvt.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 96 company matches
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Insurance brokers for wealth planning: dataset insights
September 17, 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
96 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 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 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: September 17, 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 ↗
Insurance brokers for wealth planning by metro in India
Questions about this company list
What does Exact match mean for insurance brokers for wealth planning?
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 brokers for wealth planning did RevenueBase find based in New Delhi, India?
The saved snapshot records 96 matching company records, 2,143 tracked contacts and 238 verified emails. The public preview displays 25 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: September 17, 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 25 insurance brokers for wealth planning based in New Delhi, India. Snapshot: September 17, 2026. https://revenuebase.ai/companies/insurance-brokers-for-wealth-planning/india/new-delhi.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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