Company lists · Data refreshed November 2026

Top 20 Wealth & asset management companies based in New Delhi, India

Name: Wealth & asset management companies based in New Delhi, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 3, 2026 177 companies tracked

RevenueBase identified 177 company matches for wealth & asset management companies associated with New Delhi, India as of November 2026 and tracks 1,739 professional contacts across them, including 393 with verified work emails. Across India, Mumbai is the largest hub for this category (483 companies); New Delhi has 179.

This list covers company matches for wealth & asset management companies associated with New Delhi, 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 3, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 3, 2026 How this list was built

177Companies

1,739Contacts tracked

393Verified emails

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The 20 largest wealth & asset management companies based in New Delhi, India

Ranked by team size

Top 20 of 177 company matches for wealth & asset management companies based in New Delhi, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 3, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Biggpocket	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	51-200	79 contacts →
	Exact match “Unified Financial Growth Partner Tailored Solutions for Lending and Wealth Goals BiggPocket Fintech Pvt.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
2	SKI Capital Services Limited	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	51-200	60 contacts →
	Exact match “Established in 1987, SKI Capital Services is a premier financial services provider, focused on providing relationship-based advisory and a diverse range of financial products and…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
3	Complete Circle Capital Pvt. LTD	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	51-200	46 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 · Nov 3, 2026 · View company records in RevenueBase
4	SMC Investments And Advisors Limited	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	1,001-5,000	44 contacts →
	Exact match “SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
5	Private Bankers	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	11-50	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 3, 2026 · View company records in RevenueBase
6	Prospurts	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	11-50	21 contacts →
	Exact match “Wealth Advisory” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
7	SKG Investments & Advisory	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	51-200	16 contacts →
	Exact match “SKG is an independent financial services group with over a decade of expertise in delivering trusted advisory and wealth solutions across diverse asset classes.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
8	Ingenetus Group	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	11-50	15 contacts →
	Exact match “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
9	Truemind Capital	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	11-50	15 contacts →
	Exact match “We are a global Private Wealth Management firm helping individuals and families to build, preserve, and grow wealth based on their specific circumstances.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
10	Gcic Finserve	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	11-50	14 contacts →
	Exact match “With an AUM of over ₹500 Cr and families served across the globe over three decades, GCIC Finserve has been a trusted partner in the financial journeys of individuals, families…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
11	Candor Capital	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	1-10	12 contacts →
	Exact match “Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
12	Taxpoint Global Private Limited	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	11-50	12 contacts →
	Exact match “At Taxpoint, we work with senior professionals, business owners, and leaders operating at significant income and responsibility levels-where financial decisions are no longer…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
13	Invest Shoppe India LTD	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	11-50	10 contacts →
	Exact match “Invest Shoppe is a wealth management and advisory company providing a unique blend of financial solutions to protect the future of the clients.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
14	Metacap Global Financial Services	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	1-10	9 contacts →
	Exact match “Metacap Global is a AMFI registered mutual fund distributor and an "execution only" platform.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
15	Unified Vision Wealth	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	11-50	8 contacts →
	Exact match “We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
16	Ideas2invest	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	11-50	7 contacts →
	Exact match “For over 10 years, we have helped individuals, families, NRIs, and corporates simplify financial complexities through a client-first approach built on trust, integrity, and…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
17	Hareepatti	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	1-10	7 contacts →
	Exact match “Hareepatti is into financial advisory that works around taking individuals and corporate houses to the greener side of money.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
18	Green Turtle Finserv Private Limited	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	1-10	6 contacts →
	Exact match “We are a Private Boutique Wealth Management firm founded by a team of seasoned ex bankers, with combined industry experience of close to 7 decades across Wealth Management, Asset…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
19	Addwell Wealth	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	11-50	5 contacts →
	Exact match “Addwell Wealth India PVT LTD is a Relationship-First and Tech-Enabled firm for HNIs that offers Personalised Wealth Management Solutions as per the client's goals.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
20	Konfyans Private Wealth LLP	Exact match	New Delhi, IndiaHQ recorded Nov 3, 2026	1-10	3 contacts →
	Exact match “Konfyans Private Wealth (KPW) is a boutique investment and business advisory firm founded in 2013, managing investments across multiple asset classes, including private equity…” Recorded in the RevenueBase company graph · Nov 3, 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 “wealth & asset management companies”. 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 20 of 177 wealth & asset management companies based in New Delhi, India

See the full list, filter by size, metro and specialty, and access 393 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth & asset management companies based in New Delhi, India at a glance

As of Nov 3, 2026

22.6%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Nov 3, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole India list rather than for New Delhi, so it is reported there. Company counts and contact totals on this page are exact for New Delhi, over 177 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 New Delhi, India whose business descriptions match “wealth & asset management companies” 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 393 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 3, 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.

Wealth & asset management companies by metro in India

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 “wealth & asset management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth & asset management companies are there based in New Delhi, India?

RevenueBase identified 177 company matches for wealth & asset management companies associated with New Delhi, 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?

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

Which city in India has the most wealth & asset management companies?

Mumbai leads India with 483 company records, followed by Bangalore (208) and Pune (183). New Delhi has 179.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 393 professional contacts with verified work emails tracked across these 177 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 3, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.