Company lists · Data refreshed September 2026

Top 25 Private wealth advisors based in Mumbai, India

Name: Private wealth advisors based in Mumbai, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 384 companies tracked

RevenueBase identified 384 private wealth advisors headquartered in Mumbai, India as of September 2026 and tracks 11,167 professional contacts across them, including 1,488 with verified work emails. Mumbai is the largest hub.

This list covers private wealth advisors headquartered in Mumbai, 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

384Companies

11,167Contacts tracked

1,488Verified emails

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The 25 largest private wealth advisors based in Mumbai, India

Ranked by team size

Top 25 of 384 private wealth advisors based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to private wealth advisors: 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	Nuvama Group	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	1,001-5,000	448 contacts →
	Partial evidence “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Source: RevenueBase Database · checked Sep 20, 2026
2	ASK Asset & Wealth Management	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	349 contacts →
	Partial evidence “ASK is a renowned Financial Services Group and is a leading player in the Asset & Wealth Management business.” Source: RevenueBase Database · checked Sep 20, 2026
3	Incred Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	282 contacts →
	Partial evidence “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Source: RevenueBase Database · checked Sep 20, 2026
4	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	212 contacts →
	Partial evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 20, 2026
5	LGT Wealth India	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	203 contacts →
	Partial evidence “LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East.” Source: RevenueBase Database · checked Sep 20, 2026
6	Parag Parikh Financial Advisory Services Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	163 contacts →
	Partial evidence “Parag Parikh Financial Advisory Services Ltd.” Source: RevenueBase Database · checked Sep 20, 2026
7	Analah	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	154 contacts →
	Partial evidence “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Source: RevenueBase Database · checked Sep 20, 2026
8	Sanctum Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	139 contacts →
	Partial evidence “Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.” Source: RevenueBase Database · checked Sep 20, 2026
9	Fisdom Private Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	122 contacts →
	Strong evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 20, 2026
10	Finnovate	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	96 contacts →
	Indirect evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 20, 2026
11	RRS	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	78 contacts →
	Indirect evidence “Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Source: RevenueBase Database · checked Sep 20, 2026
12	Multi-Act	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	73 contacts →
	Indirect evidence “Multi-Act Trade & Investments was founded in 1998 with the goal of providing superior investment research services to ultra high-net-worth individuals and family offices in India.” Source: RevenueBase Database · checked Sep 20, 2026
13	A D Naik Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	71 contacts →
	Partial evidence “At A D Naik Wealth, we are enablers of aspirations.” Source: RevenueBase Database · checked Sep 20, 2026
14	Deven Choksey	Strong evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	64 contacts →
	Strong evidence “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Source: RevenueBase Database · checked Sep 20, 2026
15	Rurash Financials Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	59 contacts →
	Indirect evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 20, 2026
16	Epsilon Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	58 contacts →
	Indirect evidence “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Source: RevenueBase Database · checked Sep 20, 2026
17	3q Private Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	34 contacts →
	Partial evidence “3Q Financial Services Private Limited (SEBI Registration No.” Source: RevenueBase Database · checked Sep 20, 2026
18	Kredere Wealth Partner	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	31 contacts →
	Partial evidence “A Wealth Management Boutique, founded and managed by a group of professionals with over 50 cumulative years of experience, and diverse skill sets.” Source: RevenueBase Database · checked Sep 20, 2026
19	Mata Securities India Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	29 contacts →
	Indirect evidence “Mata Securities India Pvt.” Source: RevenueBase Database · checked Sep 20, 2026
20	Cervin Family Office & Advisors Pvt. LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	24 contacts →
	Indirect evidence “The team at CERVIN has come together because we believe in the shared vision of being absolutely true to our ethical standards.” Source: RevenueBase Database · checked Sep 20, 2026
21	Tradecred Private Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	24 contacts →
	Indirect evidence “We cater to UHNIs, and sell low risk; medium yield Fixed Income assets (11-14%).” Source: RevenueBase Database · checked Sep 20, 2026
22	Growthfiniti Wealth PVT LTD	Strong evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	23 contacts →
	Strong evidence “GrowthFiniti Wealth Private Limited is a distinguished boutique private wealth firm that stands out for its unwavering commitment to value-centric practices and the application of…” Source: RevenueBase Database · checked Sep 20, 2026
23	Basic Financial Services PVT LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	23 contacts →
	Partial evidence “An independent financial advisory that was incorporated in 1994.” Source: RevenueBase Database · checked Sep 20, 2026
24	Circle Wealth Advisors Private Limited	Strong evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	22 contacts →
	Strong evidence “Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Source: RevenueBase Database · checked Sep 20, 2026
25	Iarista	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “IArista Artha Pvt.” 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: private wealth advisors. 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 private wealth advisors.
Partial evidence: Its own public description names part of private wealth advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private wealth advisors. 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 25 of 384 private wealth advisors based in Mumbai, India

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Private wealth advisors based in Mumbai, India at a glance

As of Sep 20, 2026

13.3%Verified-email coverage

29.1Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

223

11-50

116

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 384 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 private wealth advisors, 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 Mumbai, India whose own description of what they do matches “private wealth advisors”. 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 private wealth advisors), 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 private wealth advisors, and records with no verified work email. Companies headquartered outside Mumbai 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, 1,488 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.

Private wealth advisors by metro in India

Private wealth advisors in Mumbai384
Private wealth advisors in Pune164
Private wealth advisors in New Delhi145
Private wealth advisors in Bangalore102
Private wealth advisors in Kolkata93
Private wealth advisors in Ahmedabad87
Private wealth advisors in Bengaluru75
Private wealth advisors in Chennai72
Private wealth advisors in Delhi68
Private wealth advisors in Noida65
Private wealth advisors in Hyderabad61
Private wealth advisors in Jaipur43
Private wealth advisors in Gurgaon41
Private wealth advisors in Surat40
Private wealth advisors in Thane38
Private wealth advisors in Gurugram37
Private wealth advisors in Vadodara31
Private wealth advisors in Chandigarh26

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 private wealth advisors, 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 private wealth advisors are there based in Mumbai, India?

RevenueBase identified 384 private wealth advisors headquartered in Mumbai, 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?

Nuvama Group, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most private wealth advisors?

Mumbai leads with 384 headquartered companies, followed by Pune (164) and New Delhi (145).

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 1,488 verified decision-maker contacts tracked across these 384 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.