Company lists · Data refreshed September 2026

Top 14 Wealth management advisors based in Hyderabad, India

RevenueBase identified 61 company matches for wealth management advisors associated with Hyderabad, India as of September 2026 and tracks 392 professional contacts across them, including 69 with verified work emails. Across India, Mumbai is the largest hub for this category (393 companies); Hyderabad has 61.

This list covers company matches for wealth management advisors associated with Hyderabad, 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
61Companies
392Contacts tracked
69Verified emails
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The 14 largest wealth management advisors based in Hyderabad, India

Ranked by team size
Top 14 of 61 company matches for wealth management advisors based in Hyderabad, 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 matchHyderabad, IndiaHQ recorded Sep 19, 202611-5085 contacts →

Exact match

“Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchHyderabad, IndiaHQ recorded Sep 19, 202611-5056 contacts →

Exact match

“With you always, all ways!”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchHyderabad, IndiaHQ recorded Sep 19, 202611-5012 contacts →

Exact match

“Wealth Munshi is a leading financial planning and wealth management company for Non-Resident Indians (NRIs) and High Net Worth Individuals (HNIs).”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchHyderabad, IndiaHQ recorded Sep 19, 202611-509 contacts →

Exact match

“Wealth Tree Group started by a group of experienced professionals, committed for developing long lasting client relationships rooted in trust, integrity, mutual respect and…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchHyderabad, IndiaHQ recorded Sep 19, 202611-508 contacts →

Exact match

“Vika Wealth is a boutique Wealth Management firm, started by experienced professionals who worked with marquee institutions in previous avatars and managed the money of CEOs…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchHyderabad, IndiaHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Valueraj Associates Private Limited, is one of the leading financial planning firms and mutual fund distributors in India, offering customized solutions in personal finance.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchHyderabad, IndiaHQ recorded Sep 19, 20261-105 contacts →

Exact match

“WealthBridge Capital Advisors Private Limited ("WealthBridge") is a company that is completely focused on the business of equity research and investments.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchHyderabad, IndiaHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Picture a future where your entire financial landscape is expertly managed, keeping every detail in perfect order.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchHyderabad, IndiaHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Barakah Finserve LLP has been conceptualised as a family office that manages the financial and investment needs of its clients.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchHyderabad, IndiaHQ recorded Sep 19, 2026201-5003 contacts →

Exact match

“Basan, The Financial House started in 2007, was established to provide customised investment solutions for serious investors who value personal service.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchHyderabad, IndiaHQ recorded Sep 19, 20261-102 contacts →

Exact match

“Welcome to Shah Financial established in 2017, where we prioritize understanding your unique financial goals to provide tailored wealth solutions.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchHyderabad, IndiaHQ recorded Sep 19, 202651-2001 contacts →

Exact match

“Ira Wealth is a leading wealth management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporates, financial…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchHyderabad, IndiaHQ recorded Sep 19, 20261-101 contacts →

Exact match

“SimplyJITH Capital is a financial services company, offering you a suite of financial advisory services to help you reach closer to your goals.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchHyderabad, IndiaHQ recorded Sep 19, 20261-101 contacts →

Exact match

“With more than ten years of experience in the financial services industry, The Wealth Advantage is one of the most respected independent wealth management firms.”

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

Showing 14 of 61 wealth management advisors based in Hyderabad, India

See the full list, filter by size, metro and specialty, and access 69 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management advisors based in Hyderabad, India at a glance

As of Sep 19, 2026
17.6%Verified-email coverage
6.4Average contacts per company
1-10Median size (employees)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
13
51-200
4
201-500
1
10001+
1

Email recency for this list is measured across the whole India list rather than for Hyderabad, so it is reported there. Company counts and contact totals on this page are exact for Hyderabad, over 61 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 Hyderabad, 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 69 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 Hyderabad, India?

RevenueBase identified 61 company matches for wealth management advisors associated with Hyderabad, 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?

Upwisery 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). Hyderabad has 61.

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 69 professional contacts with verified work emails tracked across these 61 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.