Company lists · Data refreshed September 2026

Top 21 Investment advisory services based in Chennai, India

RevenueBase identified 102 investment advisory services headquartered in Chennai, India as of September 2026 and tracks 1,981 professional contacts across them, including 131 with verified work emails. Mumbai is the largest hub.

This list covers investment advisory services headquartered in Chennai, 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
102Companies
1,981Contacts tracked
131Verified emails
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The 21 largest investment advisory services based in Chennai, India

Ranked by team size
Top 21 of 102 investment advisory services based in Chennai, 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 services: 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 evidenceChennai, IndiaHQ checked Sep 20, 202651-200248 contacts →

Indirect evidence

“Paterson Securities Pvt.”

Source: RevenueBase Database · checked Sep 20, 2026
2Strong evidenceChennai, IndiaHQ checked Sep 20, 202651-200102 contacts →

Strong evidence

“An Indian Corporate Advisory firm advising clients on India Market Entry -(Including Research & Query Handling), Mergers & Acquisitions, Joint-Venture, Private Equity Investments…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceChennai, IndiaHQ checked Sep 20, 2026201-50067 contacts →

Indirect evidence

“Our clientele comprises of HNIs, family offices, domestic and international institutions.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceChennai, IndiaHQ checked Sep 20, 2026201-50056 contacts →

Indirect evidence

“Founded in 1994 by Mr.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceChennai, IndiaHQ checked Sep 20, 202651-20048 contacts →

Partial evidence

“Wealth Advisors (India) Pvt.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceChennai, IndiaHQ checked Sep 20, 202611-5042 contacts →

Strong evidence

“An Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceChennai, IndiaHQ checked Sep 20, 202611-5039 contacts →

Indirect evidence

“Sincere Syndication is a leading Indian financial services creating value for entrepreneurs, corporates, investors & financial institutions through Strategic Consulting…”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceChennai, IndiaHQ checked Sep 20, 202611-5018 contacts →

Partial evidence

“In a world of multiple investment products, choosing the right one with your risk profile is need of the hour for long term "Wealth creation".”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceChennai, IndiaHQ checked Sep 20, 20261-1014 contacts →

Indirect evidence

“We provide customized financial planning and services to our client's needs to help them achieve their short and long-term financial goals whether it is in tax, mutual fund…”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceChennai, IndiaHQ checked Sep 20, 202611-5010 contacts →

Partial evidence

“Founded in April 2009, Capricorne Mindframe was created to redefine traditional financial advisory by offering progressive, client-centric, and value-driven solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceChennai, IndiaHQ checked Sep 20, 20261-108 contacts →

Partial evidence

“Samriddhi Investment and Financial Services established in Feb 2021 is a comprehensive Financial Services company providing retail and corporate customers with high quality…”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceChennai, IndiaHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“We at Dakshin Capital Private Limited believe that protection of your fund along with reasonable appreciation combined with liquidity is of prime importance and we try to enable…”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceChennai, IndiaHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Financial Planning is not something you pick off a shelf.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceChennai, IndiaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Financial Feathers, established in 2016 by Padmaja Kaviseri, has grown to serve a diverse client base exceeding 450 individuals and businesses, managing assets under management…”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceChennai, IndiaHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“We, at 4S Planners, are Independent Financial Advisors.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceChennai, IndiaHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“At MyAssetsConsolidation.com, we're passionate about helping you unlock the potential of your money.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceChennai, IndiaHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“A Financial Planning and Investment Planning Firm”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceChennai, IndiaHQ checked Sep 20, 202611-501 contacts →

Partial evidence

“We are a new age advisory firm offering personal wealth management solutions for individuals and strategic financial solutions for corporates.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceChennai, IndiaHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Our purpose is to help our clients build and manage their wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceChennai, IndiaHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“At Tanoshii Advisory we provide: • Financial Modelling • Fund Raising & Debt Advisory • Credit Rating Advisory

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceChennai, IndiaHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Manthan Research and Advisory is an SEBI registered investment advisory firm.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 21 of 102 investment advisory services based in Chennai, India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 131 reachable decision-makers.

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Investment advisory services based in Chennai, India at a glance

As of Sep 20, 2026
6.6%Verified-email coverage
19.4Average contacts per company
1-10Median size (employees)
533.3%Largest-city concentration · Mumbai
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
67
11-50
18
51-200
10
201-500
5
501-1,000
1

Email recency for this list is measured across the whole India list rather than for Chennai, so it is reported there. Company counts and contact totals on this page are exact for Chennai, over 102 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 services, 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 Chennai, India whose own description of what they do matches “investment advisory services”. 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 services), 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 services, and records with no verified work email. Companies headquartered outside Chennai 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, 131 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 services 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 investment advisory services, 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 services are there based in Chennai, India?

RevenueBase identified 102 investment advisory services headquartered in Chennai, 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?

Paterson Securities Pvt. LTD, headquartered in Chennai, tops this list with the largest team on record.

Which city has the most investment advisory services?

Mumbai leads with 544 headquartered companies, followed by Pune (243) and New Delhi (219).

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 131 verified decision-maker contacts tracked across these 102 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.