Company lists · Data refreshed September 2026

Top 24 Investment advisory companies based in New Delhi, India

Name: Investment advisory companies based in New Delhi, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 185 companies tracked

RevenueBase identified 185 investment advisory companies headquartered in New Delhi, India as of September 2026 and tracks 2,093 professional contacts across them, including 149 with verified work emails. Mumbai is the largest hub.

This list covers investment advisory companies 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 20, 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 20, 2026 86% judged on-target in blind review

185Companies

2,093Contacts tracked

149Verified emails

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The 24 largest investment advisory companies based in New Delhi, India

Ranked by team size

Top 24 of 185 investment advisory companies based in New Delhi, India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory companies: 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	SPA Capital Services LTD	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	201-500	408 contacts →
	Partial evidence “Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Source: RevenueBase Database · checked Sep 20, 2026
2	SKI Capital Services Limited	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	51-200	58 contacts →
	Partial evidence “Established in 1987, SKI Capital Services is a premier financial services provider, focused on providing relationship-based advisory and a diverse range of financial products and…” Source: RevenueBase Database · checked Sep 20, 2026
3	SMC Investments And Advisors Limited	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1,001-5,000	46 contacts →
	Indirect 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 20, 2026
4	Complete Circle Capital Pvt. LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	51-200	44 contacts →
	Indirect evidence “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Source: RevenueBase Database · checked Sep 20, 2026
5	Prospurts	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	32 contacts →
	Partial evidence “Wealth Advisory” Source: RevenueBase Database · checked Sep 20, 2026
6	Private Bankers	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect 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 20, 2026
7	VLS Finance LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
8	Ingenetus Group	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Source: RevenueBase Database · checked Sep 20, 2026
9	3b Consulting Pvt. LTD	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	17 contacts →
	Partial evidence “3B Consulting Pvt Ltd is a professionally managed advisory company specialising in real estate services.” Source: RevenueBase Database · checked Sep 20, 2026
10	Truemind Capital	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect 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 20, 2026
11	Agroy Finance And Investment LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	51-200	13 contacts →
	Indirect evidence “AGROY is a Delhi based full service brokerage house dealing in Equities and Derivatives on all Indian Stock Exchanges.” Source: RevenueBase Database · checked Sep 20, 2026
12	Gcic Finserve	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “With an AUM of over ₹500 Cr and families served across the globe over three decades, GCIC Finserve has been a trusted partner in the financial journeys of individuals, families…” Source: RevenueBase Database · checked Sep 20, 2026
13	Invest Shoppe India LTD	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	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 20, 2026
14	Candor Capital	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Source: RevenueBase Database · checked Sep 20, 2026
15	Unified Vision Wealth	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect 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 20, 2026
16	Marwah Financial	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.” Source: RevenueBase Database · checked Sep 20, 2026
17	Ideas2invest	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “For over 10 years, we have helped individuals, families, NRIs, and corporates simplify financial complexities through a client-first approach built on trust, integrity, and…” Source: RevenueBase Database · checked Sep 20, 2026
18	Trendlinez	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “We are an investment banking company who are a financial hub for all investment based solutions as well as corporate services.” Source: RevenueBase Database · checked Sep 20, 2026
19	Wealth Asia	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “We are a group of Investment professionals with average experience of 15 years, We are a Wealth Management company, where we provide value added services to our clients ranging…” Source: RevenueBase Database · checked Sep 20, 2026
20	Hareepatti	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Hareepatti is into financial advisory that works around taking individuals and corporate houses to the greener side of money.” Source: RevenueBase Database · checked Sep 20, 2026
21	Addwell Wealth	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	3 contacts →
	Indirect evidence “Addwell Wealth India PVT LTD is a Relationship-First and Tech-Enabled firm for HNIs that offers Personalised Wealth Management Solutions as per the client's goals.” Source: RevenueBase Database · checked Sep 20, 2026
22	Finvriddhi Services Private Limited	Indirect evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Welcome to Finvriddhi, where finance meets growth!” Source: RevenueBase Database · checked Sep 20, 2026
23	Konfyans Private Wealth LLP	Strong evidence	New Delhi, IndiaHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Konfyans Private Wealth (KPW) is a boutique investment and business advisory firm founded in 2013, managing investments across multiple asset classes, including private equity…” Source: RevenueBase Database · checked Sep 20, 2026
24	Valuqo Capital LLP	Partial evidence	New Delhi, IndiaHQ checked Sep 20, 2026	11-50	3 contacts →
	Partial evidence “We are an Investment Consulting firm providing Consultancy services to Corporates.” Source: RevenueBase Database · checked Sep 20, 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: investment advisory companies. 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 investment advisory companies.
Partial evidence: Its own public description names part of investment advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory companies. 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 24 of 185 investment advisory companies based in New Delhi, India

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Investment advisory companies based in New Delhi, India at a glance

As of Sep 20, 2026

7.1%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

271.9%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

102

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 185 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 investment advisory companies, 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 “investment advisory companies”. 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 investment advisory companies), 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 investment advisory companies, 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, 149 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 20, 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.

Investment advisory companies by metro in India

Investment advisory companies in Mumbai503
Investment advisory companies in Pune211
Investment advisory companies in New Delhi185
Investment advisory companies in Ahmedabad140
Investment advisory companies in Bangalore131
Investment advisory companies in Kolkata131
Investment advisory companies in Bengaluru100
Investment advisory companies in Chennai95
Investment advisory companies in Noida86
Investment advisory companies in Delhi80
Investment advisory companies in Hyderabad78
Investment advisory companies in Indore72
Investment advisory companies in Surat59
Investment advisory companies in Gurgaon58
Investment advisory companies in Jaipur55
Investment advisory companies in Thane49
Investment advisory companies in Gurugram48
Investment advisory companies in Vadodara42
Investment advisory companies in Chandigarh32
Investment advisory companies in Navi Mumbai30
Investment advisory companies in Nagpur29
Investment advisory companies in Lucknow27
Investment advisory companies in Rajkot26

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 investment advisory companies, 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 investment advisory companies are there based in New Delhi, India?

RevenueBase identified 185 investment advisory companies 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 investment advisory companies?

Mumbai leads with 503 headquartered companies, followed by Pune (211) and New Delhi (185).

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 149 verified decision-maker contacts tracked across these 185 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 20, 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.