Company lists · Data refreshed November 2026
Top 25 Trust and estate advisors based in India
RevenueBase identified 207 company matches for trust and estate advisors associated with India as of November 2026 and tracks 2,468 professional contacts across them, including 195 with verified work emails. Mumbai is the largest hub.
This list covers company matches for trust and estate 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.
The 25 largest trust and estate advisors based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 56 contacts → | ||||
Exact match “Building Wealth, Securing Futures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 37 contacts → | ||||
Exact match “Legacy Growth assists families to meet two of their fundamental objectives – creating legacy and realising growth We recommend and implement effective legal and tax structures for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 35 contacts → | ||||
Exact match “Uppercrust Wealth Pvt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 27 contacts → | ||||
Exact match “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 27 contacts → | ||||
Exact match “At Manavi Wealth®, we don’t just manage money-we build confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 26 contacts → | ||||
Exact match “BellWether Associates: Your Personal CFO™ At BellWether, we are not just wealth managers; we are your trusted partners in navigating the ever-changing financial landscape.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 24 contacts → | ||||
Exact match “Waterfront Capital is one of the leading wealth management company in India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 23 contacts → | ||||
Exact match “At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 19 contacts → | ||||
Exact match “Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 19 contacts → | ||||
Exact match “Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 19 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “We are a trusted name in the Financial Services industry, specializing in Trusteeship Services, Estate Planning, Wealth Management, and Legal & Compliance Advisory.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 16 contacts → | ||||
Exact match “WillJini is India's most trusted Succession services Expert.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 15 contacts → | ||||
Exact match “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “Turning Financial Goals into Tangible Realities: A New Paradigm in Wealth Management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “At Wealthmax Financials, we believe wealth is far more than numbers on a statement-it is the foundation on which dreams are built, possibilities are unlocked, and legacies are…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “The actions we take today impact our future and those of our loved ones.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, trusts and charities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Making your Investment grow is not easy, but having timely access to accurate market intelligence, a properly positioned and effective plan and competent help can make a huge…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Shrey Wealth is an independent, advice-first distribution house in Anand, Gujarat, AMFI-registered Mutual Fund & SIF Distributor (ARN-255332) and APMI-registered PMS Distributor…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “We all strongly believe in the statement “Punarapi Jananam Punarapi Maranam”.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Succession Resources LLP helps founders, entrepreneurs, and family-run businesses plan smooth leadership and wealth transitions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Terentia is a boutique consulting company which specializes in Family Business Succession Planning and Family Business advisory services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “A new age wealth management firm focused on providing customized financial solutions to individuals and companies.” Recorded in the RevenueBase company graph · Nov 6, 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 “trust and estate advisors”. 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 207 trust and estate advisors based in India
See the full list, filter by size, metro and specialty, and access 195 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Trust and estate advisors based in India at a glance
As of Nov 6, 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 207 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 “trust and estate 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 195 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.
Trust and estate advisors by metro
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 “trust and estate advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many trust and estate advisors are there based in India?
RevenueBase identified 207 company matches for trust and estate 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?
Anmol Share Broking Private Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most trust and estate advisors?
Mumbai leads with 30 company records, followed by Bangalore (22) and Pune (20).
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 195 professional contacts with verified work emails tracked across these 207 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.
Ready to reach these companies? Verified emails and direct dials for all 207 trust and estate advisors based in India. Start with a free account, no credit card.
Download this list →Related lists
Trust and estate advisors by geography
- Trust and estate advisors based in Melbourne, Australia
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- Trust and estate advisors based in Calgary, Canada
- Trust and estate advisors based in Toronto, Canada
- Trust and estate advisors based in Vancouver, Canada
- Trust and estate advisors based in Lyon, France
- Trust and estate advisors based in Paris, France
- Trust and estate advisors based in Mumbai, India
- Trust and estate advisors based in Cape Town, South Africa
- Trust and estate advisors based in Johannesburg, South Africa
- Trust and estate advisors based in Geneva, Switzerland
Browse the directory
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
- Trust and estate advisors based in Melbourne, Australia
- Trust and estate advisors based in Sydney, Australia
- Trust and estate advisors based in Sao Paulo, Brazil
- Trust and estate advisors based in Calgary, Canada
- Trust and estate advisors based in Toronto, Canada
- Trust and estate advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 trust and estate advisors 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 207 matching company records for trust and estate advisors based in India, with 2,468 tracked contacts and 195 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: November 6, 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 trust and estate advisors 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 |  Anmol Share Broking Private Limitedmyanmol.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 56 contacts → |
“Building Wealth, Securing Futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Legacy Growthlegacygrowth.comHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 37 contacts → |
“Legacy Growth assists families to meet two of their fundamental objectives – creating legacy and realising growth We recommend and implement effective legal and tax structures for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Uppercrust Wealth Pvt.Ltduppercrustwealth.comHQ: Vadodara, IndiaReported employees: 11-50 | Vadodara, India | 11-50 | Exact match | 35 contacts → |
“Uppercrust Wealth Pvt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Private Bankersprivatebankers.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 27 contacts → |
“Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Manavi Wealthmanaviwealth.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 27 contacts → |
“At Manavi Wealth®, we don’t just manage money-we build confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Bellwether Associatesbalcfo.inHQ: Golf Course Road Gurgaon, IndiaReported employees: 11-50 | Golf Course Road Gurgaon, India | 11-50 | Exact match | 26 contacts → |
“BellWether Associates: Your Personal CFO™ At BellWether, we are not just wealth managers; we are your trusted partners in navigating the ever-changing financial landscape.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Waterfront Capitalwaterfrontcapital.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 24 contacts → |
“Waterfront Capital is one of the leading wealth management company in India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Raya Wealth Private Limitedrayawealth.comHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 23 contacts → |
“At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Atom Privé Financial Servicesatomprive.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 19 contacts → |
“Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cedrus Wealth Partnerscedruswealth.comHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 19 contacts → |
“Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Shriram Wealth Architectureshriramwealtharchitecture.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 19 contacts → |
“Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Universal Trusteesuniversaltrustees.co.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 17 contacts → |
“We are a trusted name in the Financial Services industry, specializing in Trusteeship Services, Estate Planning, Wealth Management, and Legal & Compliance Advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Willjiniwilljini.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 16 contacts → |
“WillJini is India's most trusted Succession services Expert.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ingenetus Groupingenetus.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 15 contacts → |
“At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wealthtrust Capital Serviceswealthtrustcap.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 13 contacts → |
“Turning Financial Goals into Tangible Realities: A New Paradigm in Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Wealthmax Financialswealthmax.inHQ: Faridabad, IndiaReported employees: 1-10 | Faridabad, India | 1-10 | Exact match | 12 contacts → |
“At Wealthmax Financials, we believe wealth is far more than numbers on a statement-it is the foundation on which dreams are built, possibilities are unlocked, and legacies are…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Krishna Finzplan LLPfinzplan.com HQ: Nashik, IndiaReported employees: 1-10 | Nashik, India | 1-10 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Warmond Fiduciary Services Limitedwarmond.co.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 8 contacts → |
“The actions we take today impact our future and those of our loved ones.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Alpha Capital - Indiaalphacapital.inHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 7 contacts → |
“Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, trusts and charities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ocean Wealth LLPoceanwealth.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 7 contacts → |
“Making your Investment grow is not easy, but having timely access to accurate market intelligence, a properly positioned and effective plan and competent help can make a huge…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Shrey Wealthshreywealth.inHQ: Anand, IndiaReported employees: 1-10 | Anand, India | 1-10 | Exact match | 6 contacts → |
“Shrey Wealth is an independent, advice-first distribution house in Anand, Gujarat, AMFI-registered Mutual Fund & SIF Distributor (ARN-255332) and APMI-registered PMS Distributor…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Propsevapropseva.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 5 contacts → |
“We all strongly believe in the statement “Punarapi Jananam Punarapi Maranam”.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Succession Resources LLPrakesh-sharma.comHQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 4 contacts → |
“Succession Resources LLP helps founders, entrepreneurs, and family-run businesses plan smooth leadership and wealth transitions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Terentia Legacy Plannersterentia.co.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 4 contacts → |
“Terentia is a boutique consulting company which specializes in Family Business Succession Planning and Family Business advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Griffin Capital Services LLPgriffincap.inHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 4 contacts → |
“A new age wealth management firm focused on providing customized financial solutions to individuals and companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 207 company matches
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Trust and estate advisors: dataset insights
November 6, 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
207 records in the displayed employee bands.
0 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 207 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: November 6, 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 ↗
Trust and estate advisors by metro
Questions about this company list
What does Exact match mean for trust and estate advisors?
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 trust and estate advisors did RevenueBase find based in India?
The saved snapshot records 207 matching company records, 2,468 tracked contacts and 195 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: November 6, 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
Trust and estate advisors by geography
- Trust and estate advisors based in Melbourne, Australia
- Trust and estate advisors based in Sydney, Australia
- Trust and estate advisors based in Sao Paulo, Brazil
- Trust and estate advisors based in Calgary, Canada
- Trust and estate advisors based in Toronto, Canada
- Trust and estate advisors based in Vancouver, Canada
- Trust and estate advisors based in Lyon, France
- Trust and estate advisors based in Paris, France
- Trust and estate advisors based in Mumbai, India
- Trust and estate advisors based in Cape Town, South Africa
- Trust and estate advisors based in Johannesburg, South Africa
- Trust and estate advisors based in Geneva, Switzerland
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 trust and estate advisors based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/trust-and-estate-advisors/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
- Trust and estate advisors based in Melbourne, Australia
- Trust and estate advisors based in Sydney, Australia
- Trust and estate advisors based in Sao Paulo, Brazil
- Trust and estate advisors based in Calgary, Canada
- Trust and estate advisors based in Toronto, Canada
- Trust and estate advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 trust and estate advisors based in India
RevenueBase records 207 matching company records for trust and estate advisors based in India, with 2,468 tracked contacts and 195 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: November 6, 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 trust and estate advisors 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 | Anmol Share Broking Private Limitedmyanmol.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 56 contacts → |
“Building Wealth, Securing Futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Legacy Growthlegacygrowth.com HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 37 contacts → |
“Legacy Growth assists families to meet two of their fundamental objectives – creating legacy and realising growth We recommend and implement effective legal and tax structures for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Uppercrust Wealth Pvt.Ltduppercrustwealth.com HQ: Vadodara, IndiaReported employees: 11-50 | Vadodara, India | 11-50 | Exact match | 35 contacts → |
“Uppercrust Wealth Pvt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Private Bankersprivatebankers.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 27 contacts → |
“Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Manavi Wealthmanaviwealth.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 27 contacts → |
“At Manavi Wealth®, we don’t just manage money-we build confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bellwether Associatesbalcfo.in HQ: Golf Course Road Gurgaon, IndiaReported employees: 11-50 | Golf Course Road Gurgaon, India | 11-50 | Exact match | 26 contacts → |
“BellWether Associates: Your Personal CFO™ At BellWether, we are not just wealth managers; we are your trusted partners in navigating the ever-changing financial landscape.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Waterfront Capitalwaterfrontcapital.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 24 contacts → |
“Waterfront Capital is one of the leading wealth management company in India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Raya Wealth Private Limitedrayawealth.com HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 23 contacts → |
“At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Atom Privé Financial Servicesatomprive.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 19 contacts → |
“Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cedrus Wealth Partnerscedruswealth.com HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 19 contacts → |
“Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Shriram Wealth Architectureshriramwealtharchitecture.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 19 contacts → |
“Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Universal Trusteesuniversaltrustees.co.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 17 contacts → |
“We are a trusted name in the Financial Services industry, specializing in Trusteeship Services, Estate Planning, Wealth Management, and Legal & Compliance Advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Willjiniwilljini.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 16 contacts → |
“WillJini is India's most trusted Succession services Expert.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ingenetus Groupingenetus.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 15 contacts → |
“At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealthtrust Capital Serviceswealthtrustcap.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 13 contacts → |
“Turning Financial Goals into Tangible Realities: A New Paradigm in Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wealthmax Financialswealthmax.in HQ: Faridabad, IndiaReported employees: 1-10 | Faridabad, India | 1-10 | Exact match | 12 contacts → |
“At Wealthmax Financials, we believe wealth is far more than numbers on a statement-it is the foundation on which dreams are built, possibilities are unlocked, and legacies are…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Krishna Finzplan LLPfinzplan.com HQ: Nashik, IndiaReported employees: 1-10 | Nashik, India | 1-10 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Warmond Fiduciary Services Limitedwarmond.co.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 8 contacts → |
“The actions we take today impact our future and those of our loved ones.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Alpha Capital - Indiaalphacapital.in HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 7 contacts → |
“Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, trusts and charities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ocean Wealth LLPoceanwealth.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 7 contacts → |
“Making your Investment grow is not easy, but having timely access to accurate market intelligence, a properly positioned and effective plan and competent help can make a huge…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Shrey Wealthshreywealth.in HQ: Anand, IndiaReported employees: 1-10 | Anand, India | 1-10 | Exact match | 6 contacts → |
“Shrey Wealth is an independent, advice-first distribution house in Anand, Gujarat, AMFI-registered Mutual Fund & SIF Distributor (ARN-255332) and APMI-registered PMS Distributor…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Propsevapropseva.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 5 contacts → |
“We all strongly believe in the statement “Punarapi Jananam Punarapi Maranam”.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Succession Resources LLPrakesh-sharma.com HQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 4 contacts → |
“Succession Resources LLP helps founders, entrepreneurs, and family-run businesses plan smooth leadership and wealth transitions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Terentia Legacy Plannersterentia.co.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 4 contacts → |
“Terentia is a boutique consulting company which specializes in Family Business Succession Planning and Family Business advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Griffin Capital Services LLPgriffincap.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 4 contacts → |
“A new age wealth management firm focused on providing customized financial solutions to individuals and companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 207 company matches
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Trust and estate advisors: dataset insights
November 6, 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
207 records in the displayed employee bands.
0 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 207 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: November 6, 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 ↗
Trust and estate advisors by metro
Questions about this company list
What does Exact match mean for trust and estate advisors?
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 trust and estate advisors did RevenueBase find based in India?
The saved snapshot records 207 matching company records, 2,468 tracked contacts and 195 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: November 6, 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.
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Cite this list
RevenueBase Data Team. Top 25 trust and estate advisors based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/trust-and-estate-advisors/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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