Company lists · Data refreshed September 2026

Top 18 Wealth management firms based in Kolkata, India

RevenueBase identified 107 wealth management firms headquartered in Kolkata, India as of September 2026 and tracks 1,364 professional contacts across them, including 212 with verified work emails. Mumbai is the largest hub.

This list covers wealth management firms headquartered in Kolkata, 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 16, 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 16, 2026 86% judged on-target in blind review
107Companies
1,364Contacts tracked
212Verified emails
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The 18 largest wealth management firms based in Kolkata, India

Ranked by team size
Top 18 of 107 wealth management firms based in Kolkata, India, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management 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
1Strong evidenceKolkata, IndiaHQ checked Sep 16, 2026501-1,000266 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 16, 2026
2Indirect evidenceKolkata, IndiaHQ checked Sep 16, 2026201-500128 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 16, 2026
3Indirect evidenceKolkata, IndiaHQ checked Sep 16, 2026201-50034 contacts →

Indirect evidence

“Founded in 1990 by the Pachisia family, who have been active in capital markets since 1945, SKP Securities Ltd.”

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidenceKolkata, IndiaHQ checked Sep 16, 202651-20032 contacts →

Indirect evidence

“Welcon Financials is a new generation enterprise free from legacy mindset, that strives to create win-win situation in both short and long term objectives.”

Source: RevenueBase Database · checked Sep 16, 2026
5Partial evidenceKolkata, IndiaHQ checked Sep 16, 202611-5018 contacts →

Partial evidence

“Founded in 2010, Ontrust provides mid-market financial solutions across Investment Banking, Capital Markets, Wealth Services & PMS.”

Source: RevenueBase Database · checked Sep 16, 2026
6Indirect evidenceKolkata, IndiaHQ checked Sep 16, 20261-1013 contacts →

Indirect evidence

“Univesto is a leading financial group of company based in Kolkata, India, founded in 2015 and has two service providing company under it named as Univesto Financial Services LLP…”

Source: RevenueBase Database · checked Sep 16, 2026
7Strong evidenceKolkata, IndiaHQ checked Sep 16, 20261-1010 contacts →

Strong evidence

“Founded by two ambitious brothers, Piyush Rakhecha laid the foundation in 2015, turning his stock market passion into a thriving wealth management firm while pursuing his MBA at…”

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceKolkata, IndiaHQ checked Sep 16, 202611-508 contacts →

Indirect evidence

“A complete financial Planning Boutique helping people better manage their savings since the year We help you to determine your goal and then assist you through the journey to…”

Source: RevenueBase Database · checked Sep 16, 2026
9Indirect evidenceKolkata, IndiaHQ checked Sep 16, 202651-2007 contacts →

Indirect evidence

“AdroitPro Advisory Ventures India (P) Ltd.”

Source: RevenueBase Database · checked Sep 16, 2026
10Partial evidenceKolkata, IndiaHQ checked Sep 16, 20261-103 contacts →

Partial evidence

“Trust Capital is in the business of working with successful individuals, families, trusts and Corporate in helping them meet their financial goals; be it wealth creation or…”

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidenceKolkata, IndiaHQ checked Sep 16, 202611-503 contacts →

Indirect evidence

“Your one stop shop for investing in any financial instrument with trust, guidance and above all - PERSONALISED SERVICE!”

Source: RevenueBase Database · checked Sep 16, 2026
12Strong evidenceKolkata, IndiaHQ checked Sep 16, 20261-103 contacts →

Strong evidence

“SSR is an Independent Financial Planning and Wealth Management Company, specialising in providing client focused, integrity driven advice to individuals, trusts and businesses.”

Source: RevenueBase Database · checked Sep 16, 2026
13Strong evidenceKolkata, IndiaHQ checked Sep 16, 20261-103 contacts →

Strong evidence

“At Richfield Fintech we offer Wealth Management Services.”

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceKolkata, IndiaHQ checked Sep 16, 202611-502 contacts →

Indirect evidence

“Tandy FinServ is a Family CFO practice for business families, founders, HNIs, NRIs and corporates.”

Source: RevenueBase Database · checked Sep 16, 2026
15Strong evidenceKolkata, IndiaHQ checked Sep 16, 20261-102 contacts →

Strong evidence

“BrookStreet Advisory is a wealth management firm managing assets for private and institutional investors.”

Source: RevenueBase Database · checked Sep 16, 2026
16Indirect evidenceKolkata, IndiaHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
17Indirect evidenceKolkata, IndiaHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Delego is derived from the word ‘Delegate’, which means to assign or appoint.”

Source: RevenueBase Database · checked Sep 16, 2026
18Strong evidenceKolkata, IndiaHQ checked Sep 16, 20261-101 contacts →

Strong evidence

“Daulat Wealth Management is a full-service, private wealth management service for India's new wealth creators.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 18 of 107 wealth management firms based in Kolkata, India

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Wealth management firms based in Kolkata, India at a glance

As of Sep 16, 2026
15.5%Verified-email coverage
12.7Average contacts per company
1-10Median size (employees)
420.6%Largest-city concentration · Mumbai
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
57
11-50
32
51-200
5
201-500
11
501-1,000
1
1,001-5,000
1

Email recency for this list is measured across the whole India list rather than for Kolkata, so it is reported there. Company counts and contact totals on this page are exact for Kolkata, over 107 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 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 Kolkata, India whose own description of what they do matches “wealth management 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 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 firms, and records with no verified work email. Companies headquartered outside Kolkata 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, 212 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 16, 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 firms by metro in India

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 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 firms are there based in Kolkata, India?

RevenueBase identified 107 wealth management firms headquartered in Kolkata, 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?

Smifs Limited, headquartered in Kolkata, tops this list with the largest team on record.

Which city has the most wealth management firms?

Mumbai leads with 450 headquartered companies, followed by Pune (179) and New Delhi (164).

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 212 verified decision-maker contacts tracked across these 107 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 16, 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.