Company lists · Data refreshed September 2026

Top 13 Wealth management advisors based in Chennai, India

RevenueBase identified 73 company matches for wealth management advisors associated with Chennai, India as of September 2026 and tracks 901 professional contacts across them, including 90 with verified work emails. Across India, Mumbai is the largest hub for this category (393 companies); Chennai has 73.

This list covers company matches for wealth management advisors associated with Chennai, 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 19, 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 Sep 19, 2026 How this list was built
73Companies
901Contacts tracked
90Verified emails
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The 13 largest wealth management advisors based in Chennai, India

Ranked by team size
Top 13 of 73 company matches for wealth management advisors based in Chennai, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchChennai, IndiaHQ recorded Sep 19, 2026201-50067 contacts →

Exact match

“Our clientele comprises of HNIs, family offices, domestic and international institutions.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchChennai, IndiaHQ recorded Sep 19, 2026201-50056 contacts →

Exact match

“Founded in 1994 by Mr.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchChennai, IndiaHQ recorded Sep 19, 202651-20048 contacts →

Exact match

“Wealth Advisors (India) Pvt.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchChennai, IndiaHQ recorded Sep 19, 202611-5042 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 19, 2026 · View company records in RevenueBase
5Exact matchChennai, IndiaHQ recorded Sep 19, 2026n/a31 contacts →

Exact match

“Valtrust is a bespoke, multi-family office, offering investment advisory and financial solutions to families and individuals in order to grow and preserve their wealth, and ensure…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchChennai, IndiaHQ recorded Sep 19, 20261-1014 contacts →

Exact match

“We provide customized financial planning and services to our client's needs to help them achieve their short and long-term financial goals whether it is in tax, mutual fund…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchChennai, IndiaHQ recorded Sep 19, 20261-1011 contacts →

Exact match

“Conscience Multi Family Office is an humble attempt to bridge the gap between Business ventures, Family Assets & Wealth Management and our core competency lies therein.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchChennai, IndiaHQ recorded Sep 19, 202611-506 contacts →

Exact match

“Unieke Capital Advisory Private Limited is one of India's leading financial expert with the sole aim of providing focused and customized solutions in the area of Investment…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchChennai, IndiaHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Financial Planning is not something you pick off a shelf.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchChennai, IndiaHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Financial Feathers, established in 2016 by Padmaja Kaviseri, has grown to serve a diverse client base exceeding 450 individuals and businesses, managing assets under management…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchChennai, IndiaHQ recorded Sep 19, 20261-103 contacts →

Exact match

“We, at 4S Planners, are Independent Financial Advisors.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchChennai, IndiaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“A Financial Planning and Investment Planning Firm”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchChennai, IndiaHQ recorded Sep 19, 202611-501 contacts →

Exact match

“We are a new age advisory firm offering personal wealth management solutions for individuals and strategic financial solutions for corporates.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 13 of 73 wealth management advisors based in Chennai, India

See the full list, filter by size, metro and specialty, and access 90 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management advisors based in Chennai, India at a glance

As of Sep 19, 2026
10.0%Verified-email coverage
12.3Average contacts per company
1-10Median size (employees)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
15
51-200
6
201-500
4

Email recency for this list is measured across the whole India list rather than for Chennai, so it is reported there. Company counts and contact totals on this page are exact for Chennai, over 73 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 Chennai, India whose business descriptions match “wealth management 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 90 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management advisors are there based in Chennai, India?

RevenueBase identified 73 company matches for wealth management advisors associated with Chennai, 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?

Sundaram Alternates 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 management advisors?

Mumbai leads India with 393 company records, followed by Bangalore (178) and Pune (169). Chennai has 73.

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 90 professional contacts with verified work emails tracked across these 73 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 19, 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.