Company lists · Data refreshed September 2026
Top 25 Senior financial planning firms based in India
RevenueBase identified 2,536 company matches for senior financial planning firms associated with India as of September 2026 and tracks 23,618 professional contacts across them, including 2,811 with verified work emails. Mumbai is the largest hub.
This list covers company matches for senior financial planning firms 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 September 22, 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.
The 25 largest senior financial planning firms based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 5,197 contacts → | ||||
Exact match “The right one can make all the difference when it comes to your money or life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 448 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 22, 2026 · View company records in RevenueBase | |||||
| 3 | 226 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 154 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 22, 2026 · View company records in RevenueBase | |||||
| 5 | 128 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 96 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 22, 2026 · View company records in RevenueBase | |||||
| 7 | 86 contacts → | ||||
Exact match “InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 64 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 22, 2026 · View company records in RevenueBase | |||||
| 9 | 62 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 61 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 59 contacts → | ||||
Exact match “Rurash Financial Pvt.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 58 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 22, 2026 · View company records in RevenueBase | |||||
| 13 | 58 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 57 contacts → | ||||
Exact match “Finedge Services is now Trustner.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 51 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 48 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 48 contacts → | ||||
Exact match “Wealth Advisors (India) Pvt.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 46 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 46 contacts → | ||||
Exact match “People dream & remain happy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 44 contacts → | ||||
Exact match “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 42 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 41 contacts → | ||||
Exact match “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 41 contacts → | ||||
Exact match “40 YEARS OF TOP - NOTCH SERVICE.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 41 contacts → | ||||
Exact match “Building Wealth, Securing Futures.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 35 contacts → | ||||
Exact match “To be a financial services company driven by a team of professionals passionately helping our customers achieve financial independence by research driven practices while…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “senior financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 2,536 senior financial planning firms based in India
See the full list, filter by size, metro and specialty, and access 2,811 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Senior financial planning firms based in India at a glance
As of Sep 22, 2026Companies by employee count
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 2,536 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 “senior financial planning firms” 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 2,811 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 22, 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.
Senior financial planning firms by metro
- Senior financial planning firms in Mumbai335
- Senior financial planning firms in Pune190
- Senior financial planning firms in Bangalore173
- Senior financial planning firms in New Delhi149
- Senior financial planning firms in Ahmedabad104
- Senior financial planning firms in Kolkata100
- Senior financial planning firms in Gurgaon79
- Senior financial planning firms in Hyderabad71
- Senior financial planning firms in Chennai67
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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many senior financial planning firms are there based in India?
RevenueBase identified 2,536 company matches for senior financial planning firms associated with 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?
Bajaj Capital LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most senior financial planning firms?
Mumbai leads with 335 company records, followed by Pune (190) and Bangalore (173).
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 2,811 professional contacts with verified work emails tracked across these 2,536 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,536 senior financial planning firms based in India. Start with a free account, no credit card.
Download this list →Related lists
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
Company intelligence · public preview
Top 25 senior financial planning firms based in India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,536 matching company records for senior financial planning firms based in India, with 23,618 tracked contacts and 2,811 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 senior financial planning firms based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Bajaj Capital LTDbajajcapital.comHQ: Gurgaon, IndiaReported employees: 5,001-10,000 | Gurgaon, India | 5,001-10,000 | Exact match | 5,197 contacts → |
“The right one can make all the difference when it comes to your money or life.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Nuvama Groupnuvama.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 448 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fincart Financial Plannersfincart.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 226 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Analahanalah.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 154 contacts → |
“Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 128 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Finnovatefinnovate.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 96 contacts → |
“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Incred Premierincredpremier.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 86 contacts → |
“InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Deven Chokseydevenchoksey.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 64 contacts → |
“Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Finwalletfinwallet.co.in HQ: Madurai, IndiaReported employees: 11-50 | Madurai, India | 11-50 | Exact match | 62 contacts → |
“Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The Financialisttinyurl.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Rurash Financials Private Limitedrurashfin.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 59 contacts → |
“Rurash Financial Pvt.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Epsilon Moneyepsilonmoney.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 58 contacts → |
“We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  SKI Capital Services Limitedskicapital.netHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 58 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Trustnertrustner.in HQ: Guwahati, IndiaReported employees: 51-200 | Guwahati, India | 51-200 | Exact match | 57 contacts → |
“Finedge Services is now Trustner.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  I CAP Financial Servicesicapfinserv.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 51 contacts → |
“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Etica Wealth P LTDeticawealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 48 contacts → |
“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Chennai, IndiaReported employees: 51-200 | Chennai, India | 51-200 | Exact match | 48 contacts → |
“Wealth Advisors (India) Pvt.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  SMC Investments And Advisors Limitedsmcinvestments.co.inHQ: New Delhi, IndiaReported employees: 1,001-5,000 | New Delhi, India | 1,001-5,000 | Exact match | 46 contacts → |
“SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ffreedom Financial Plannersffreedom.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 46 contacts → |
“People dream & remain happy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Complete Circle Capital Pvt. LTDcompletecirclecapital.comHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 44 contacts → |
“Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Shree Consultantsshreeconsultants.inHQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 42 contacts → |
“An Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Excelbergexcelberg.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 41 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Goldmine Stocks PVT LTDgoldmine.co.inHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 41 contacts → |
“40 YEARS OF TOP - NOTCH SERVICE.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Anmol Share Broking Private Limitedmyanmol.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 41 contacts → |
“Building Wealth, Securing Futures.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Cautilya Capitalcautilyacapital.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 35 contacts → |
“To be a financial services company driven by a team of professionals passionately helping our customers achieve financial independence by research driven practices while…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,536 company matches
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Senior financial planning firms: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,532 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 2,536 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Senior financial planning firms by metro
- Senior financial planning firms in Mumbai335
- Senior financial planning firms in Pune190
- Senior financial planning firms in Bangalore173
- Senior financial planning firms in New Delhi149
- Senior financial planning firms in Ahmedabad104
- Senior financial planning firms in Kolkata100
- Senior financial planning firms in Gurgaon79
- Senior financial planning firms in Hyderabad71
- Senior financial planning firms in Chennai67
Questions about this company list
What does Exact match mean for senior financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many senior financial planning firms did RevenueBase find based in India?
The saved snapshot records 2,536 matching company records, 23,618 tracked contacts and 2,811 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
Cite this list
RevenueBase Data Team. Top 25 senior financial planning firms based in India. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
Company intelligence · public preview
Top 25 senior financial planning firms based in India
RevenueBase records 2,536 matching company records for senior financial planning firms based in India, with 23,618 tracked contacts and 2,811 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 senior financial planning firms based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Bajaj Capital LTDbajajcapital.com HQ: Gurgaon, IndiaReported employees: 5,001-10,000 | Gurgaon, India | 5,001-10,000 | Exact match | 5,197 contacts → |
“The right one can make all the difference when it comes to your money or life.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Nuvama Groupnuvama.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 448 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fincart Financial Plannersfincart.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 226 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Analahanalah.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 154 contacts → |
“Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 128 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Finnovatefinnovate.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 96 contacts → |
“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Incred Premierincredpremier.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 86 contacts → |
“InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Deven Chokseydevenchoksey.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 64 contacts → |
“Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Finwalletfinwallet.co.in HQ: Madurai, IndiaReported employees: 11-50 | Madurai, India | 11-50 | Exact match | 62 contacts → |
“Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Financialisttinyurl.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Rurash Financials Private Limitedrurashfin.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 59 contacts → |
“Rurash Financial Pvt.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Epsilon Moneyepsilonmoney.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 58 contacts → |
“We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | SKI Capital Services Limitedskicapital.net HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 58 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Trustnertrustner.in HQ: Guwahati, IndiaReported employees: 51-200 | Guwahati, India | 51-200 | Exact match | 57 contacts → |
“Finedge Services is now Trustner.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | I CAP Financial Servicesicapfinserv.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 51 contacts → |
“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Etica Wealth P LTDeticawealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 48 contacts → |
“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Chennai, IndiaReported employees: 51-200 | Chennai, India | 51-200 | Exact match | 48 contacts → |
“Wealth Advisors (India) Pvt.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | SMC Investments And Advisors Limitedsmcinvestments.co.in HQ: New Delhi, IndiaReported employees: 1,001-5,000 | New Delhi, India | 1,001-5,000 | Exact match | 46 contacts → |
“SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ffreedom Financial Plannersffreedom.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 46 contacts → |
“People dream & remain happy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Complete Circle Capital Pvt. LTDcompletecirclecapital.com HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 44 contacts → |
“Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Shree Consultantsshreeconsultants.in HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 42 contacts → |
“An Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Excelbergexcelberg.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 41 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Goldmine Stocks PVT LTDgoldmine.co.in HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 41 contacts → |
“40 YEARS OF TOP - NOTCH SERVICE.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Anmol Share Broking Private Limitedmyanmol.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 41 contacts → |
“Building Wealth, Securing Futures.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Cautilya Capitalcautilyacapital.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 35 contacts → |
“To be a financial services company driven by a team of professionals passionately helping our customers achieve financial independence by research driven practices while…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Senior financial planning firms: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,532 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 2,536 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Senior financial planning firms by metro
- Senior financial planning firms in Mumbai335
- Senior financial planning firms in Pune190
- Senior financial planning firms in Bangalore173
- Senior financial planning firms in New Delhi149
- Senior financial planning firms in Ahmedabad104
- Senior financial planning firms in Kolkata100
- Senior financial planning firms in Gurgaon79
- Senior financial planning firms in Hyderabad71
- Senior financial planning firms in Chennai67
Questions about this company list
What does Exact match mean for senior financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many senior financial planning firms did RevenueBase find based in India?
The saved snapshot records 2,536 matching company records, 23,618 tracked contacts and 2,811 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 senior financial planning firms based in India. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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