Company lists · Data refreshed September 2026

Top 20 Investment advisory services based in Hyderabad, India

RevenueBase identified 97 investment advisory services headquartered in Hyderabad, India as of September 2026 and tracks 758 professional contacts across them, including 114 with verified work emails. Mumbai is the largest hub.

This list covers investment advisory services headquartered in Hyderabad, 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
97Companies
758Contacts tracked
114Verified emails
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The 20 largest investment advisory services based in Hyderabad, India

Ranked by team size
Top 20 of 97 investment advisory services based in Hyderabad, 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
1Partial evidenceHyderabad, IndiaHQ checked Sep 20, 202611-5085 contacts →

Partial evidence

“Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceHyderabad, IndiaHQ checked Sep 20, 2026201-50069 contacts →

Indirect evidence

“Gayatri & Aditya group of companies (GA group) started with GA Capital Management based out of small home office in 2018.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceHyderabad, IndiaHQ checked Sep 20, 202611-5056 contacts →

Indirect evidence

“With you always, all ways!”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceHyderabad, IndiaHQ checked Sep 20, 202611-5041 contacts →

Strong evidence

“Guardian Capital Investment Advisors is a SEBI registered investment advisory firm that takes care of all of your financial needs.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceHyderabad, IndiaHQ checked Sep 20, 20261-1013 contacts →

Indirect evidence

“Founded in the year 2016, we are Hyderabad's own home-grown boutique firm with more than 10 years of vintage and a combined industry experience of more than 34 years.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceHyderabad, IndiaHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

“One stop shop for all your finance related solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceHyderabad, IndiaHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

“Wealth Tree Group started by a group of experienced professionals, committed for developing long lasting client relationships rooted in trust, integrity, mutual respect and…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceHyderabad, IndiaHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

“Vika Wealth is a boutique Wealth Management firm, started by experienced professionals who worked with marquee institutions in previous avatars and managed the money of CEOs…”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceHyderabad, IndiaHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“We help the people in managing their personal finances in a better way to reach their financial goals comfortably and make them happy in their financial journey through Mutual…”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceHyderabad, IndiaHQ checked Sep 20, 20261-106 contacts →

Strong evidence

“Cycas Investment Advisors is a SEBI registered investment advisory firm that offers clients wealth management solutions, that include portfolio advisory and tax planning services.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceHyderabad, IndiaHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Millennium Finance Limited is a boutique financial services firm registered with SEBI as a portfolio manager.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceHyderabad, IndiaHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“A perfect investment companion to realize your financial aspirations, SenSage offers holistic investment planning as well as precise financial guidance.”

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

Indirect evidence

“Valueraj Associates Private Limited, is one of the leading financial planning firms and mutual fund distributors in India, offering customized solutions in personal finance.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceHyderabad, IndiaHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“WealthBridge Capital Advisors Private Limited ("WealthBridge") is a company that is completely focused on the business of equity research and investments.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceHyderabad, IndiaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Picture a future where your entire financial landscape is expertly managed, keeping every detail in perfect order.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceHyderabad, IndiaHQ checked Sep 20, 2026201-5003 contacts →

Partial evidence

“Basan, The Financial House started in 2007, was established to provide customised investment solutions for serious investors who value personal service.”

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

Indirect evidence

“Welcome to Shah Financial established in 2017, where we prioritize understanding your unique financial goals to provide tailored wealth solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceHyderabad, IndiaHQ checked Sep 20, 202651-2001 contacts →

Indirect evidence

“Ira Wealth is a leading wealth management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporates, financial…”

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

Partial evidence

“SimplyJITH Capital is a financial services company, offering you a suite of financial advisory services to help you reach closer to your goals.”

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

Indirect evidence

“With more than ten years of experience in the financial services industry, The Wealth Advantage is one of the most respected independent wealth management firms.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 20 of 97 investment advisory services based in Hyderabad, India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 114 reachable decision-makers.

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Investment advisory services based in Hyderabad, India at a glance

As of Sep 20, 2026
15.0%Verified-email coverage
7.8Average contacts per company
1-10Median size (employees)
560.8%Largest-city concentration · Mumbai
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
60
11-50
23
51-200
8
201-500
4
1,001-5,000
1
10001+
1

Email recency for this list is measured across the whole India list rather than for Hyderabad, so it is reported there. Company counts and contact totals on this page are exact for Hyderabad, over 97 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 Hyderabad, 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 Hyderabad 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, 114 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 Hyderabad, India?

RevenueBase identified 97 investment advisory services headquartered in Hyderabad, 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?

Upwisery, headquartered in Hyderabad, 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 114 verified decision-maker contacts tracked across these 97 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.