Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in India

RevenueBase identified 2,478 retirement plan advisors headquartered in India as of September 2026 and tracks 19,393 professional contacts across them, including 1,890 with verified work emails. Mumbai is the largest hub.

This list covers retirement plan advisors headquartered in 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 21, 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 21, 2026 86% judged on-target in blind review
2,478Companies
19,393Contacts tracked
1,890Verified emails
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The 25 largest retirement plan advisors based in India

Ranked by team size
Top 25 of 2,478 retirement plan advisors based in India, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement plan 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMumbai, IndiaHQ checked Sep 21, 20261,001-5,000448 contacts →

Indirect 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 21, 2026
2Indirect evidenceBengaluru, IndiaHQ checked Sep 21, 20261,001-5,000327 contacts →

Indirect evidence

“VFISLK, originally established in 2019 as a joint venture between Voya Financial, a US-based financial services company headquartered in New York, and SLK Software, a global IT…”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceMumbai, IndiaHQ checked Sep 21, 2026201-500323 contacts →

Indirect evidence

“WHO ARE WE?”

Source: RevenueBase Database · checked Sep 21, 2026
4Partial evidenceNoida, IndiaHQ checked Sep 21, 202651-200226 contacts →

Partial evidence

“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceMumbai, IndiaHQ checked Sep 21, 202651-200163 contacts →

Partial evidence

“Parag Parikh Financial Advisory Services Ltd.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202651-200154 contacts →

Indirect evidence

“Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202651-200135 contacts →

Indirect evidence

“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceKolkata, IndiaHQ checked Sep 21, 2026201-500128 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202611-5096 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 21, 2026
10Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202651-20086 contacts →

Indirect evidence

“InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceChennai, IndiaHQ checked Sep 21, 2026201-50067 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
12Partial evidenceMumbai, IndiaHQ checked Sep 21, 202651-20064 contacts →

Partial 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 21, 2026
13Indirect evidenceMadurai, IndiaHQ checked Sep 21, 202611-5062 contacts →

Indirect evidence

“Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202651-20059 contacts →

Indirect evidence

“Rurash Financial Pvt.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202651-20058 contacts →

Indirect evidence

“We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceGuwahati, IndiaHQ checked Sep 21, 202651-20057 contacts →

Indirect evidence

“Finedge Services is now Trustner.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceBangalore, IndiaHQ checked Sep 21, 202611-5051 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202651-20048 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
19Partial evidenceChennai, IndiaHQ checked Sep 21, 202651-20048 contacts →

Partial evidence

“Wealth Advisors (India) Pvt.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceNew Delhi, IndiaHQ checked Sep 21, 20261,001-5,00046 contacts →

Indirect evidence

“SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceNew Delhi, IndiaHQ checked Sep 21, 202651-20044 contacts →

Indirect evidence

“Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.”

Source: RevenueBase Database · checked Sep 21, 2026
22Partial evidenceChennai, IndiaHQ checked Sep 21, 202611-5042 contacts →

Partial 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 21, 2026
23Partial evidenceBengaluru, IndiaHQ checked Sep 21, 202611-5041 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceAhmedabad, IndiaHQ checked Sep 21, 202611-5041 contacts →

Indirect evidence

“40 YEARS OF TOP - NOTCH SERVICE.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceBangalore, IndiaHQ checked Sep 21, 202611-5041 contacts →

Indirect evidence

“Building Wealth, Securing Futures.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 2,478 retirement plan advisors based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,890 reachable decision-makers.

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Retirement plan advisors based in India at a glance

As of Sep 21, 2026
9.7%Verified-email coverage
7.8Average contacts per company
1-10Median size (employees)
13.1%Largest-city concentration · Mumbai
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
1,647
11-50
643
51-200
121
201-500
40
501-1,000
7
1,001-5,000
10
5,001-10,000
2
10001+
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 2,478 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 retirement plan 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 India whose own description of what they do matches “retirement plan 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 retirement plan 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 retirement plan advisors, and records with no verified work email. Companies headquartered outside India 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, 1,890 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 21, 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.

Retirement plan advisors by metro

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 retirement plan 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 retirement plan advisors are there based in India?

RevenueBase identified 2,478 retirement plan advisors headquartered in 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 retirement plan advisors?

Mumbai leads with 325 headquartered companies, followed by Pune (173) and New Delhi (149).

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 1,890 verified decision-maker contacts tracked across these 2,478 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 21, 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.