Company lists · Data refreshed September 2026

Top 25 Pension and retirement consulting firms based in India

RevenueBase identified 889 company matches for pension and retirement consulting firms associated with India as of September 2026 and tracks 6,231 professional contacts across them, including 378 with verified work emails. Mumbai is the largest hub.

This list covers company matches for pension and retirement consulting firms 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 September 29, 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 Sep 29, 2026 How this list was built
889Companies
6,231Contacts tracked
378Verified emails
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The 25 largest pension and retirement consulting firms based in India

Ranked by team size
Top 25 of 889 company matches for pension and retirement consulting firms based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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 matchGuwahati, IndiaHQ recorded Sep 29, 202651-20057 contacts →

Exact match

“Finedge Services is now Trustner.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchBangalore, IndiaHQ recorded Sep 29, 202611-5051 contacts →

Exact match

“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchBengaluru North, IndiaHQ recorded Sep 29, 202651-20048 contacts →

Exact match

“PensionBox is India’s first pension & retirement planning platform.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchBangalore, IndiaHQ recorded Sep 29, 202611-5041 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5Exact matchGurgaon, IndiaHQ recorded Sep 29, 20261,001-5,00038 contacts →

Exact match

“Milliman is among the world’s largest independent actuarial and consulting firms.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchJaipur, IndiaHQ recorded Sep 29, 202611-5034 contacts →

Exact match

“A 16 Year old boutique wealth management firm specializing in Financial Planning and Insurance Portfolio analysis, based out of Jaipur”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchVadodara, IndiaHQ recorded Sep 29, 202611-5034 contacts →

Exact match

“Uppercrust Wealth Pvt.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchNew Delhi, IndiaHQ recorded Sep 29, 202611-5032 contacts →

Exact match

“Wealth Advisory”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchKalyan, IndiaHQ recorded Sep 29, 202651-20029 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 · Sep 29, 2026 · View company records in RevenueBase
10Exact matchHyderabad, IndiaHQ recorded Sep 29, 202611-5026 contacts →

Exact match

“At Manavi Wealth®, we don’t just manage money-we build confidence.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchGurgaon, IndiaHQ recorded Sep 29, 202611-5022 contacts →

Exact match

“KP actuaries and consultants LLP (KPAC) is an actuarial and consulting firm that caters to diversified actuarial practice areas, with experience in dealing with variables such as…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchPune, IndiaHQ recorded Sep 29, 202611-5021 contacts →

Exact match

“At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchMumbai, IndiaHQ recorded Sep 29, 202611-5021 contacts →

Exact match

“Kapadia Global Actuaries (KGA), a leading actuarial consulting firm with expertise in providing professional services to more than 2500+ esteemed clients.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchMumbai, IndiaHQ recorded Sep 29, 202611-5021 contacts →

Exact match

“IArista Artha Pvt.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchBangalore, IndiaHQ recorded Sep 29, 202611-5021 contacts →

Exact match

“WinNest is a holistic financial services company, focused on Investment management.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Sep 29, 202611-5020 contacts →

Exact match

“House of Alpha (P) Ltd is a company in financial services industry based out of Mumbai.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchMumbai, IndiaHQ recorded Sep 29, 20261-1020 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Sep 29, 202611-5020 contacts →

Exact match

“Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchSurat, IndiaHQ recorded Sep 29, 202611-5018 contacts →

Exact match

“KA Group of Companies is a trusted financial services company helping individuals and families grow, protect, and manage their wealth with confidence.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchGurgaon, IndiaHQ recorded Sep 29, 202611-5016 contacts →

Exact match

“Founded by Mr.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchBangalore, IndiaHQ recorded Sep 29, 202611-5016 contacts →

Exact match

“At Floatr, we empower individuals and organizations to achieve financial wellness through personalized financial planning, risk management, and tax optimization solutions.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchPune, IndiaHQ recorded Sep 29, 20261-1015 contacts →

Exact match

“PrimeWealth is an independent Financial Planning Firm headquartered in Pune.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchGurgaon, IndiaHQ recorded Sep 29, 202611-5014 contacts →

Exact match

“Mint$teer is a reputed financial service company which has so far (Dec'21) has helped creating Rs.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchChennai, IndiaHQ recorded Sep 29, 20261-1014 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchMumbai, IndiaHQ recorded Sep 29, 202611-5013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 889 pension and retirement consulting firms based in India

See the full list, filter by size, metro and specialty, and access 378 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Pension and retirement consulting firms based in India at a glance

As of Sep 29, 2026
6.1%Verified-email coverage
7.0Average contacts per company
1-10Median size (employees)
13.6%Largest-city concentration · Mumbai
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
622
11-50
217
51-200
29
201-500
13
501-1,000
2
1,001-5,000
2
5,001-10,000
1
10001+
2

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 889 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 “pension and retirement consulting firms” 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 378 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 September 29, 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 “pension and retirement consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many pension and retirement consulting firms are there based in India?

RevenueBase identified 889 company matches for pension and retirement consulting firms associated with India as of September 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?

Trustner tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most pension and retirement consulting firms?

Mumbai leads with 121 company records, followed by Pune (64) and Bangalore (57).

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 378 professional contacts with verified work emails tracked across these 889 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 September 29, 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.