Company lists · Data refreshed September 2026

Top 20 Wealth management consulting firms based in Gurgaon, India

RevenueBase identified 108 wealth management consulting firms headquartered in Gurgaon, India as of September 2026 and tracks 1,135 professional contacts across them, including 261 with verified work emails. Across India, Mumbai is the largest hub for this category (458 companies); Gurgaon has 108.

This list covers wealth management consulting firms headquartered in Gurgaon, 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
108Companies
1,135Contacts tracked
261Verified emails
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The 20 largest wealth management consulting firms based in Gurgaon, India

Ranked by team size
Top 20 of 108 wealth management consulting firms based in Gurgaon, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceGurgaon, IndiaHQ checked Sep 29, 2026201-500257 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
2Indirect evidenceGurgaon, IndiaHQ checked Sep 29, 202651-20055 contacts →

Indirect evidence

“Alpha Capital is a boutique setup that serves the needs of high - net - worth and affluent individuals, families, businesses, trusts and charities.Each financial solution we…”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceGurgaon, IndiaHQ checked Sep 29, 202611-5023 contacts →

Partial evidence

“Welcome to Grandview Consulting At Grandview Consulting, we specialize in providing expert guidance and comprehensive solutions in real estate consultancy, financial consultancy…”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceGurgaon, IndiaHQ checked Sep 29, 20261-1018 contacts →

Partial evidence

“Consulting.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceGurgaon, IndiaHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“Founded by Mr.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceGurgaon, IndiaHQ checked Sep 29, 202611-5015 contacts →

Indirect evidence

“AKMV is a boutique financial service provider and an investment banker founded in the year 2018.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceGurgaon, IndiaHQ checked Sep 29, 202611-5014 contacts →

Indirect evidence

“Mint$teer is a reputed financial service company which has so far (Dec'21) has helped creating Rs.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceGurgaon, IndiaHQ checked Sep 29, 20261-1011 contacts →

Partial evidence

“Lovak Capital is an investment management firm for affluent and high-networth individuals.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceGurgaon, IndiaHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

“Jindagi Live Consulting (JLC) is a boutique Consulting and Investment Banking firm focused on strategic & financial advisory services for individuals, start-ups, SME's and…”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceGurgaon, IndiaHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

“We are a client-centric advisory entity serving a wide spectrum of individuals, retail investors, and high-net-worth individuals and families.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceGurgaon, IndiaHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

“TCM started the financial services since 2003 Team of Qualified and Highly Trained Professional Employees.”

Source: RevenueBase Database · checked Sep 29, 2026
12Strong evidenceGurgaon, IndiaHQ checked Sep 29, 20261-108 contacts →

Strong evidence

“India's premier wealth management house having unmatched investment options.”

Source: RevenueBase Database · checked Sep 29, 2026
13Strong evidenceGurgaon, IndiaHQ checked Sep 29, 20261-108 contacts →

Strong evidence

“Primedin Wealth is a Wealth Management firm dedicated to providing personalized wealth management solutions to its clients.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceGurgaon, IndiaHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Rakshati Finserv is an insurance solutions firm helping businesses and families protect what they've built.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceGurgaon, IndiaHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“We work on 100% open architecture model with highest quality of professional partnership becoming CFO for client on helping on personal wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
16Strong evidenceGurgaon, IndiaHQ checked Sep 29, 20261-104 contacts →

Strong evidence

“Artevis Consulting is an India-based offshore management consulting and investment advisory firm.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceGurgaon, IndiaHQ checked Sep 29, 202611-503 contacts →

Strong evidence

“Welcome to Stealth Wealth Financial Services, your trusted ally in the world of private wealth management.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceGurgaon, IndiaHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Financial and Investment Advisory focussing on wealth creation, protection and succession planning.”

Source: RevenueBase Database · checked Sep 29, 2026
19Strong evidenceGurgaon, IndiaHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“SFI Investment Advisors LLP is a registered investment advisor specializing in wealth management for High-Net-Worth Individuals (HNIs) and family offices.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceGurgaon, IndiaHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“About us: Infinibux Investments Pvt.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 20 of 108 wealth management consulting firms based in Gurgaon, India

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Wealth management consulting firms based in Gurgaon, India at a glance

As of Sep 29, 2026
23.0%Verified-email coverage
10.5Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
56
11-50
41
51-200
6
201-500
4
501-1,000
1

Email recency for this list is measured across the whole India list rather than for Gurgaon, so it is reported there. Company counts and contact totals on this page are exact for Gurgaon, over 108 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 Gurgaon, 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 Gurgaon 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, 261 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.

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 Gurgaon, India?

RevenueBase identified 108 wealth management consulting firms headquartered in Gurgaon, 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?

Client Associates, headquartered in Gurgaon, tops this list with the largest team on record.

Which city in India has the most wealth management consulting firms?

Mumbai leads India with 458 headquartered companies, followed by Bangalore (199) and Pune (193). Gurgaon has 108.

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 261 verified decision-maker contacts tracked across these 108 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.