Company lists · Data refreshed September 2026

Top 25 Wealth management consulting firms based in India

Name: Wealth management consulting firms based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 2,811 companies tracked

RevenueBase identified 2,811 wealth management consulting firms headquartered in India as of September 2026 and tracks 40,014 professional contacts across them, including 4,474 with verified work emails. Mumbai is the largest hub.

This list covers wealth management consulting firms headquartered in India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

2,811Companies

40,014Contacts tracked

4,474Verified emails

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The 25 largest wealth management consulting firms based in India

Ranked by team size

Top 25 of 2,811 wealth management consulting firms based in India, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Bonanza Portfolio LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	1,001-5,000	2,178 contacts →
	Indirect evidence “Bonanza: Trusted Financial Partner for Over 30 Years Bonanza has been at the forefront of India’s financial services industry for over three decades, delivering excellence in…” Source: RevenueBase Database · checked Sep 29, 2026
2	Iifl Capital Services Limited	Strong evidence	Mumbai, IndiaHQ checked Sep 29, 2026	1,001-5,000	1,878 contacts →
	Strong evidence “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Source: RevenueBase Database · checked Sep 29, 2026
3	PL Capital Group Prabhudas Lilladher	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	501-1,000	812 contacts →
	Indirect evidence “PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Source: RevenueBase Database · checked Sep 29, 2026
4	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 29, 2026	501-1,000	589 contacts →
	Strong evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 29, 2026
5	Nuvama Group	Strong evidence	Mumbai, IndiaHQ checked Sep 29, 2026	1,001-5,000	448 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
6	SPA Capital Services LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 29, 2026	201-500	408 contacts →
	Indirect evidence “Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Source: RevenueBase Database · checked Sep 29, 2026
7	NEO Wealth And Asset Management	Strong evidence	Mumbai, IndiaHQ checked Sep 29, 2026	501-1,000	406 contacts →
	Strong evidence “Neo Group is a premium, new-age wealth and asset management firm built for India's most discerning families and institutions.” Source: RevenueBase Database · checked Sep 29, 2026
8	ASK Asset & Wealth Management	Strong evidence	Mumbai, IndiaHQ checked Sep 29, 2026	201-500	349 contacts →
	Strong evidence “ASK is a renowned Financial Services Group and is a leading player in the Asset & Wealth Management business.” Source: RevenueBase Database · checked Sep 29, 2026
9	Incred Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 29, 2026	201-500	282 contacts →
	Strong evidence “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Source: RevenueBase Database · checked Sep 29, 2026
10	Smifs Limited	Strong evidence	Kolkata, IndiaHQ checked Sep 29, 2026	501-1,000	266 contacts →
	Strong evidence “SMIFS Limited is a leading wealth management and financial services company with 33+ years of experience in helping investors, HNIs, corporates, and institutions build, grow, and…” Source: RevenueBase Database · checked Sep 29, 2026
11	Client Associates	Indirect evidence	Gurgaon, IndiaHQ checked Sep 29, 2026	201-500	257 contacts →
	Indirect evidence “Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…” Source: RevenueBase Database · checked Sep 29, 2026
12	Equirus	Partial evidence	Mumbai, IndiaHQ checked Sep 29, 2026	501-1,000	245 contacts →
	Partial evidence “Founded in 2007, Equirus Group is a leading full-service financial services firm offering expertise across Investment Banking, Institutional Equities, Asset Management, Capital…” Source: RevenueBase Database · checked Sep 29, 2026
13	Fincart Financial Planners	Indirect evidence	Noida, IndiaHQ checked Sep 29, 2026	51-200	226 contacts →
	Indirect evidence “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Source: RevenueBase Database · checked Sep 29, 2026
14	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 29, 2026	201-500	212 contacts →
	Partial evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 29, 2026
15	Acquisory	Strong evidence	Noida, IndiaHQ checked Sep 29, 2026	51-200	211 contacts →
	Strong evidence “Acquisory was founded in 2010 by highly credentialed professionals with specialized experience across M&A Advisory, Tax Consulting,Operations & Risk Consulting, Asset Management…” Source: RevenueBase Database · checked Sep 29, 2026
16	Wise Finserv	Indirect evidence	Noida, IndiaHQ checked Sep 29, 2026	51-200	185 contacts →
	Indirect evidence “Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Source: RevenueBase Database · checked Sep 29, 2026
17	Indiassetz	Strong evidence	Bangalore, IndiaHQ checked Sep 29, 2026	51-200	171 contacts →
	Strong evidence “Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…” Source: RevenueBase Database · checked Sep 29, 2026
18	Parag Parikh Financial Advisory Services Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	51-200	163 contacts →
	Indirect evidence “Parag Parikh Financial Advisory Services Ltd.” Source: RevenueBase Database · checked Sep 29, 2026
19	Analah	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	51-200	154 contacts →
	Indirect evidence “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Source: RevenueBase Database · checked Sep 29, 2026
20	Spark Capital	Indirect evidence	Chennai, IndiaHQ checked Sep 29, 2026	51-200	147 contacts →
	Indirect evidence “Spark Capital Advisors is one of India's leading boutique financial services houses with over 20 years of experience.” Source: RevenueBase Database · checked Sep 29, 2026
21	Sanctum Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 29, 2026	51-200	139 contacts →
	Strong evidence “Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.” Source: RevenueBase Database · checked Sep 29, 2026
22	Opulence Business Solutions PVT LTD	Strong evidence	Ahmedabad, IndiaHQ checked Sep 29, 2026	51-200	138 contacts →
	Strong evidence “Opulence Business solutions is an integrated one stop consulting firm engaged in Investment banking and Strategic management consulting.” Source: RevenueBase Database · checked Sep 29, 2026
23	Eastern Financiers LTD	Indirect evidence	Kolkata, IndiaHQ checked Sep 29, 2026	201-500	128 contacts →
	Indirect evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 29, 2026
24	Equirus Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 29, 2026	201-500	122 contacts →
	Strong evidence “Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Source: RevenueBase Database · checked Sep 29, 2026
25	Fisdom Private Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 29, 2026	51-200	122 contacts →
	Partial evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth management consulting firms.
Partial evidence: Its own public description names part of wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 2,811 wealth management consulting firms based in India

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Wealth management consulting firms based in India at a glance

As of Sep 29, 2026

11.2%Verified-email coverage

14.2Average contacts per company

1-10Median size (employees)

16.3%Largest-city concentration · Mumbai

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

1,716

11-50

824

51-200

166

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 2,811 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in India whose own description of what they do matches “wealth management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among wealth management consulting firms, and records with no verified work email. Companies headquartered outside India are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 4,474 across the full list. 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 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth management consulting firms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth management consulting firms are there based in India?

RevenueBase identified 2,811 wealth management consulting firms headquartered in India as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Bonanza Portfolio LTD, headquartered in India, tops this list with the largest team on record.

Which city has the most wealth management consulting firms?

Mumbai leads with 458 headquartered companies, followed by Bangalore (199) and Pune (193).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 4,474 verified decision-maker contacts tracked across these 2,811 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 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 Smart Search, 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.