Company lists · Data refreshed November 2026

Top 25 Retirement planning advisors based in India

RevenueBase identified 2,556 company matches for retirement planning advisors associated with India as of November 2026 and tracks 17,542 professional contacts across them, including 1,680 with verified work emails. Mumbai is the largest hub.

This list covers company matches for retirement planning advisors 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 November 6, 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 Nov 6, 2026 How this list was built
2,556Companies
17,542Contacts tracked
1,680Verified emails
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The 25 largest retirement planning advisors based in India

Ranked by team size
Top 25 of 2,556 company matches for retirement planning advisors based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 Nov 6, 2026201-5001,032 contacts →

Exact match

“Most financial advice is built around products.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchGurgaon, IndiaHQ recorded Nov 6, 2026201-500352 contacts →

Exact match

“We are a highly profitable and fast-growing financial services company employing more than people at our offices in the UK, Spain, Italy, France, USA, Canada and India.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchNoida, IndiaHQ recorded Nov 6, 202651-200209 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-200179 contacts →

Exact match

“Parag Parikh Financial Advisory Services Ltd.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchKolkata, IndiaHQ recorded Nov 6, 2026201-500107 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-50102 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 · Nov 6, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20077 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20074 contacts →

Exact match

“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchBangalore, IndiaHQ recorded Nov 6, 202611-5067 contacts →

Exact match

“PeakAlpha's mission is to help individuals and families manage their money better.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchMadurai, IndiaHQ recorded Nov 6, 202611-5067 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20065 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 · Nov 6, 2026 · View company records in RevenueBase
12Exact matchGuwahati, IndiaHQ recorded Nov 6, 202651-20064 contacts →

Exact match

“Finedge Services is now Trustner.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20063 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchJaipur, IndiaHQ recorded Nov 6, 202611-5062 contacts →

Exact match

“SLA Finserv is an established financial intermediary firm helping people create a suitable action plan via a thorough assessment of their short-term & long-term financial needs…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchNew Delhi, IndiaHQ recorded Nov 6, 202651-20060 contacts →

Exact match

“Established in 1987, SKI Capital Services is a premier financial services provider, focused on providing relationship-based advisory and a diverse range of financial products and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20057 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchBangalore, IndiaHQ recorded Nov 6, 202611-5057 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 · Nov 6, 2026 · View company records in RevenueBase
18Exact matchBangalore, IndiaHQ recorded Nov 6, 202611-5056 contacts →

Exact match

“Building Wealth, Securing Futures.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchBangalore, IndiaHQ recorded Nov 6, 202611-5050 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5045 contacts →

Exact match

“People dream & remain happy.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchChennai, IndiaHQ recorded Nov 6, 202611-5044 contacts →

Exact match

“An Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchNew Delhi, IndiaHQ recorded Nov 6, 20261,001-5,00044 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchAhmedabad, IndiaHQ recorded Nov 6, 202611-5043 contacts →

Exact match

“40 YEARS OF TOP - NOTCH SERVICE.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchBhilai, IndiaHQ recorded Nov 6, 2026201-50037 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchVadodara, IndiaHQ recorded Nov 6, 202611-5035 contacts →

Exact match

“Uppercrust Wealth Pvt.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 2,556 retirement planning advisors based in India

See the full list, filter by size, metro and specialty, and access 1,680 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning advisors based in India at a glance

As of Nov 6, 2026
9.6%Verified-email coverage
6.9Average contacts per company
1-10Median size (employees)
12.8%Largest-city concentration · Mumbai
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
1,754
11-50
630
51-200
111
201-500
36
501-1,000
4
1,001-5,000
6
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 2,556 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 “retirement planning 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 1,680 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 November 6, 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 planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning advisors are there based in India?

RevenueBase identified 2,556 company matches for retirement planning advisors associated with India as of November 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?

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

Which city has the most retirement planning advisors?

Mumbai leads with 327 company records, followed by Pune (192) and Bangalore (179).

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 1,680 professional contacts with verified work emails tracked across these 2,556 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 November 6, 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.