Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in Mumbai, India

RevenueBase identified 325 retirement plan advisors headquartered in Mumbai, India as of September 2026 and tracks 5,216 professional contacts across them, including 687 with verified work emails. Mumbai is the largest hub.

This list covers retirement plan 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 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
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 retirement plan advisors based in Mumbai, 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 evidenceMumbai, IndiaHQ checked Sep 21, 2026201-500323 contacts →

Indirect evidence

“WHO ARE WE?”

Source: RevenueBase Database · checked Sep 21, 2026
3Partial evidenceMumbai, IndiaHQ checked Sep 21, 202651-200163 contacts →

Partial evidence

“Parag Parikh Financial Advisory Services Ltd.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect 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
5Indirect 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
6Partial 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
7Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202651-20059 contacts →

Indirect evidence

“Rurash Financial Pvt.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect 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
9Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202611-5033 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidenceMumbai, IndiaHQ checked Sep 21, 202611-5023 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
11Partial evidenceMumbai, IndiaHQ checked Sep 21, 202611-5022 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202611-5021 contacts →

Indirect evidence

“IArista Artha Pvt.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202611-5020 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceMumbai, IndiaHQ checked Sep 21, 20261-1020 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202611-5020 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202611-5019 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceMumbai, IndiaHQ checked Sep 21, 20261-1017 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceMumbai, IndiaHQ checked Sep 21, 20261,001-5,00016 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202611-5015 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
20Partial evidenceMumbai, IndiaHQ checked Sep 21, 202611-5014 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202611-5013 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceMumbai, IndiaHQ checked Sep 21, 202611-5011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceMumbai, IndiaHQ checked Sep 21, 20261-1011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
24Partial evidenceMumbai, IndiaHQ checked Sep 21, 20261-1011 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceMumbai, IndiaHQ checked Sep 21, 20261-1011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026

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

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 687 reachable decision-makers.

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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)
100.0%Largest-city concentration · Mumbai
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

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 Mumbai, 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 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, 687 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 in India

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 Mumbai, India?

RevenueBase identified 325 retirement plan 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 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 687 verified decision-maker contacts tracked across these 325 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.