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.
The 25 largest insurance brokers for wealth planning based in New Delhi, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 185 contacts → | ||||
Partial evidence “Hero Insurance Broking India Pvt.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 4 | 46 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 44 contacts → | ||||
Partial evidence “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 25 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 17 contacts → | ||||
Partial evidence “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 16 contacts → | ||||
Strong evidence “We are one of the pioneer insurance broker in the Indian market.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 15 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 15 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 14 contacts → | ||||
Partial evidence “Apis Nandi is one of the leading insurance broking and risk management companies in India.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Partial evidence “We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “Welcome to AJ FinWealth - We plan for your growth.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “Dedicated to safeguarding our clients' financial interests, we specialize in crafting strategic financial plans that help individuals reduce taxes & create wealth through tailor…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Transforming Vision into Value Since 1971 Welcome to The Money Plant Project!” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “Private Wealth Management.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “Welcome to Sri Balaji WealthSure – Your Trusted Financial Advisor.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Turtle Finmart Pvt.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
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 96 insurance brokers for wealth planning based in New Delhi, India
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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
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
- 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 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.
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