Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in Mumbai, India

RevenueBase identified 325 company matches for retirement plan advisors associated with Mumbai, India as of September 2026 and tracks 5,216 professional contacts across them, including 687 with verified work emails. Across India, Mumbai is the largest hub for this category.

This list covers company matches for retirement plan advisors associated with Mumbai, 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 21, 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 21, 2026 How this list was built
325Companies
5,216Contacts tracked
687Verified emails
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The 25 largest retirement plan advisors based in Mumbai, India

Ranked by team size
Top 25 of 325 company matches for retirement plan advisors based in Mumbai, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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 Sep 21, 20261,001-5,000448 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchMumbai, IndiaHQ recorded Sep 21, 2026201-500323 contacts →

Exact match

“WHO ARE WE?”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Sep 21, 202651-200163 contacts →

Exact match

“Parag Parikh Financial Advisory Services Ltd.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchMumbai, IndiaHQ recorded Sep 21, 202651-200154 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Sep 21, 202611-5096 contacts →

Exact match

“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Sep 21, 202651-20064 contacts →

Exact match

“Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Sep 21, 202651-20059 contacts →

Exact match

“Rurash Financial Pvt.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchMumbai, IndiaHQ recorded Sep 21, 202651-20058 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Sep 21, 202611-5033 contacts →

Exact match

“Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchMumbai, IndiaHQ recorded Sep 21, 202611-5023 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchMumbai, IndiaHQ recorded Sep 21, 202611-5022 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 · Sep 21, 2026 · View company records in RevenueBase
12Exact matchMumbai, IndiaHQ recorded Sep 21, 202611-5021 contacts →

Exact match

“IArista Artha Pvt.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchMumbai, IndiaHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
14Exact matchMumbai, IndiaHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Sep 21, 202611-5019 contacts →

Exact match

“Waterfront Capital is one of the leading wealth management company in India.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchMumbai, IndiaHQ recorded Sep 21, 20261-1017 contacts →

Exact match

“Red Mammoth is a Financial Advisory with its Management having over 30 Years of Global Business Experience in Multiple Verticals of Business and Industry.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Sep 21, 20261,001-5,00016 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchMumbai, IndiaHQ recorded Sep 21, 202611-5015 contacts →

Exact match

“Fission Wealth Private Limited is based on the ethos of creating wealth for its clients by executing investment options (aligned to life goals) in a simple and seamless manner…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchMumbai, IndiaHQ recorded Sep 21, 202611-5014 contacts →

Exact match

“Company Overview: V R Wealth Advisors was founded in May 2008 in Mumbai.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchMumbai, IndiaHQ recorded Sep 21, 202611-5013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchMumbai, IndiaHQ recorded Sep 21, 202611-5011 contacts →

Exact match

“We are dedicated to delivering tailored financial services that cater to the distinct requirements of our clients, encompassing individuals, families, and corporate entities.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchMumbai, IndiaHQ recorded Sep 21, 20261-1011 contacts →

Exact match

“Bluegrid is a specialized Investment and Financial service provider with a team of professionals offering a wide range of customized services to its clients.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchMumbai, IndiaHQ recorded Sep 21, 20261-1011 contacts →

Exact match

“We are a team of skilled professionals engaged in the business of advisory on personal finance.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchMumbai, IndiaHQ recorded Sep 21, 20261-1011 contacts →

Exact match

“Turning Financial Goals into Tangible Realities: A New Paradigm in Wealth Management.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 325 retirement plan advisors based in Mumbai, India

See the full list, filter by size, metro and specialty, and access 687 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement plan advisors based in Mumbai, India at a glance

As of Sep 21, 2026
13.2%Verified-email coverage
16.0Average contacts per company
1-10Median size (employees)
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
206
11-50
95
51-200
13
201-500
4
501-1,000
1
1,001-5,000
4
5,001-10,000
1
10001+
1

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 325 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 Mumbai, India whose business descriptions match “retirement plan 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 687 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 21, 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 “retirement plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement plan advisors are there based in Mumbai, India?

RevenueBase identified 325 company matches for retirement plan advisors associated with Mumbai, 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?

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

Which city in India has the most retirement plan advisors?

Mumbai leads India with 325 company records, followed by Pune (173) and Bangalore (168).

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 687 professional contacts with verified work emails tracked across these 325 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 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 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.