Company lists · Data refreshed November 2026

Top 25 Membership organization financial advisors based in India

RevenueBase identified 864 company matches for membership organization financial advisors associated with India as of November 2026 and tracks 10,735 professional contacts across them, including 1,122 with verified work emails. Mumbai is the largest hub.

This list covers company matches for membership organization financial advisors associated with 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 November 6, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
864Companies
10,735Contacts tracked
1,122Verified emails
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The 25 largest membership organization financial advisors based in India

Ranked by team size
Top 25 of 864 company matches for membership organization financial advisors based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-200179 contacts →

Exact match

“Parag Parikh Financial Advisory Services Ltd.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchBangalore, IndiaHQ recorded Nov 6, 202611-50133 contacts →

Exact match

“Growth Arrow is independent financial service domain.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchNew Delhi, IndiaHQ recorded Nov 6, 202651-200114 contacts →

Exact match

“AAFM India is the Indian chapter of the American Academy of Financial Management (GAFM Board of Standards, USA)-a globally stewarded standard in financial education.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchNew Delhi, IndiaHQ recorded Nov 6, 202651-200108 contacts →

Exact match

“International College of Financial Planning (ICOFP) is one of India's leading educational institutions specializing in financial education.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchKolkata, IndiaHQ recorded Nov 6, 2026201-500107 contacts →

Exact match

“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20074 contacts →

Exact match

“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchNew Delhi, IndiaHQ recorded Nov 6, 202651-20060 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20057 contacts →

Exact match

“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5056 contacts →

Exact match

“Network FP, established in 2011 is a pan-India knowledge platform for personal finance professionals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchBangalore, IndiaHQ recorded Nov 6, 202611-5050 contacts →

Exact match

“Excelberg is a new financial advisory and consultancy firm based in Bangalore.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchAhmedabad, IndiaHQ recorded Nov 6, 202611-5043 contacts →

Exact match

“40 YEARS OF TOP - NOTCH SERVICE.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5039 contacts →

Exact match

“Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchBangalore, IndiaHQ recorded Nov 6, 202611-5034 contacts →

Exact match

“To be a financial services company driven by a team of professionals passionately helping our customers achieve financial independence by research driven practices while…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchVadodara, IndiaHQ recorded Nov 6, 202611-5032 contacts →

Exact match

“Empowering Strategic Business Development to Financial Professionals”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchKalyan, IndiaHQ recorded Nov 6, 202651-20030 contacts →

Exact match

“Nidhi Research Firm offers Investment advice, Financial planning, Tax consultation, Tax filling, Insurance consultation and Loan consultation.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchAhmedabad, IndiaHQ recorded Nov 6, 202611-5027 contacts →

Exact match

“Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5023 contacts →

Exact match

“An independent financial advisory that was incorporated in 1994.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchPune, IndiaHQ recorded Nov 6, 20261-1023 contacts →

Exact match

“Feeling overwhelmed by your finances?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchNew Delhi, IndiaHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“Wealth Advisory”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5020 contacts →

Exact match

“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchMumbai, IndiaHQ recorded Nov 6, 20261-1019 contacts →

Exact match

“We, at M A R C K S, are a network of Firms committed in ensuring that our services are provided objectively, maintaining the highest ethical & professional standards with…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchMumbai, IndiaHQ recorded Nov 6, 20261-1018 contacts →

Exact match

“Money Mantra offers a unique approach to helping individuals to reach financial success.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchBangalore, IndiaHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“The financial industry is currently beset with conflict of interest and mis-selling of products; in this scenario, Mitraz was conceptualized to provide fee-based financial advice…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“To serve 100 crore families to become rich,happy and successful in life by doing Financial Planning by 2047.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5014 contacts →

Exact match

“VND Wealth Pvt Ltd started stock broking in January 2004.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 864 membership organization financial advisors based in India

See the full list, filter by size, metro and specialty, and access 1,122 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Membership organization financial advisors based in India at a glance

As of Nov 6, 2026
10.5%Verified-email coverage
12.4Average contacts per company
1-10Median size (employees)
14.1%Largest-city concentration · Mumbai
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
570
11-50
214
51-200
54
201-500
16
501-1,000
3
1,001-5,000
3

Email recency for this list is measured worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 864 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 India whose business descriptions match “membership organization financial advisors” 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 1,122 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 November 6, 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.

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 “membership organization financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many membership organization financial advisors are there based in India?

RevenueBase identified 864 company matches for membership organization financial advisors associated with India as of November 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?

Parag Parikh Financial Advisory Services Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most membership organization financial advisors?

Mumbai leads with 122 company records, followed by New Delhi (54) and Bangalore (51).

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 1,122 professional contacts with verified work emails tracked across these 864 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 November 6, 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 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.