Company lists · Data refreshed September 2026

Top 25 Wealth transfer specialists based in India

Name: Wealth transfer specialists based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 239 companies tracked

RevenueBase identified 239 wealth transfer specialists headquartered in India as of September 2026 and tracks 4,266 professional contacts across them, including 672 with verified work emails. Mumbai is the largest hub.

This list covers wealth transfer specialists 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 22, 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 22, 2026 86% judged on-target in blind review

239Companies

4,266Contacts tracked

672Verified emails

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The 25 largest wealth transfer specialists based in India

Ranked by team size

Top 25 of 239 wealth transfer specialists based in India, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth transfer specialists: 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	Nuvama Group	Partial evidence	Mumbai, IndiaHQ checked Sep 22, 2026	1,001-5,000	448 contacts →
	Partial 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 22, 2026
2	Incred Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 22, 2026	201-500	282 contacts →
	Partial 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 22, 2026
3	Equirus Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 22, 2026	201-500	122 contacts →
	Partial 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 22, 2026
4	Buglerock Capital	Partial evidence	Bangalore, IndiaHQ checked Sep 22, 2026	51-200	82 contacts →
	Partial evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 22, 2026
5	Deven Choksey	Partial evidence	Mumbai, IndiaHQ checked Sep 22, 2026	51-200	64 contacts →
	Partial evidence “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Source: RevenueBase Database · checked Sep 22, 2026
6	SMC Investments And Advisors Limited	Partial evidence	New Delhi, IndiaHQ checked Sep 22, 2026	1,001-5,000	46 contacts →
	Partial evidence “SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Source: RevenueBase Database · checked Sep 22, 2026
7	Complete Circle Capital Pvt. LTD	Partial evidence	New Delhi, IndiaHQ checked Sep 22, 2026	51-200	44 contacts →
	Partial evidence “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Source: RevenueBase Database · checked Sep 22, 2026
8	Legacy Growth	Indirect evidence	Gurgaon, IndiaHQ checked Sep 22, 2026	11-50	39 contacts →
	Indirect evidence “Legacy Growth assists families to meet two of their fundamental objectives – creating legacy and realising growth We recommend and implement effective legal and tax structures for…” Source: RevenueBase Database · checked Sep 22, 2026
9	Uppercrust Wealth Pvt.Ltd	Partial evidence	Vadodara, IndiaHQ checked Sep 22, 2026	11-50	34 contacts →
	Partial evidence “Uppercrust Wealth Pvt.” Source: RevenueBase Database · checked Sep 22, 2026
10	Atom Privé Financial Services	Partial evidence	Bengaluru, IndiaHQ checked Sep 22, 2026	51-200	30 contacts →
	Partial evidence “Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.” Source: RevenueBase Database · checked Sep 22, 2026
11	Sahayak Associates	Partial evidence	Chandigarh, IndiaHQ checked Sep 22, 2026	11-50	27 contacts →
	Partial evidence “Our investment process & resultant Wealth Management Plans are designed for specific circumstances & individual financial goals.” Source: RevenueBase Database · checked Sep 22, 2026
12	Bellwether Associates	Partial evidence	Golf Course Road Gurgaon, IndiaHQ checked Sep 22, 2026	11-50	26 contacts →
	Partial evidence “BellWether Associates: Your Personal CFO™ At BellWether, we are not just wealth managers; we are your trusted partners in navigating the ever-changing financial landscape.” Source: RevenueBase Database · checked Sep 22, 2026
13	Private Bankers	Partial evidence	New Delhi, IndiaHQ checked Sep 22, 2026	11-50	25 contacts →
	Partial evidence “Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.” Source: RevenueBase Database · checked Sep 22, 2026
14	Cedrus Wealth Partners	Indirect evidence	Pune, IndiaHQ checked Sep 22, 2026	11-50	19 contacts →
	Indirect evidence “Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Source: RevenueBase Database · checked Sep 22, 2026
15	Ingenetus Group	Partial evidence	New Delhi, IndiaHQ checked Sep 22, 2026	11-50	17 contacts →
	Partial evidence “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Source: RevenueBase Database · checked Sep 22, 2026
16	Floatr Wealth	Indirect evidence	Bangalore, IndiaHQ checked Sep 22, 2026	11-50	16 contacts →
	Indirect evidence “At Floatr, we empower individuals and organizations to achieve financial wellness through personalized financial planning, risk management, and tax optimization solutions.” Source: RevenueBase Database · checked Sep 22, 2026
17	Unien Capital Advisors	Indirect evidence	Bangalore, IndiaHQ checked Sep 22, 2026	1-10	15 contacts →
	Indirect evidence “We are the industry insiders on your side.” Source: RevenueBase Database · checked Sep 22, 2026
18	Universal Trustees	Partial evidence	Mumbai, IndiaHQ checked Sep 22, 2026	11-50	13 contacts →
	Partial evidence “We are a trusted name in the Financial Services industry, specializing in Trusteeship Services, Estate Planning, Wealth Management, and Legal & Compliance Advisory.” Source: RevenueBase Database · checked Sep 22, 2026
19	Wealthtrust Capital Services	Partial evidence	Mumbai, IndiaHQ checked Sep 22, 2026	1-10	11 contacts →
	Partial evidence “Turning Financial Goals into Tangible Realities: A New Paradigm in Wealth Management.” Source: RevenueBase Database · checked Sep 22, 2026
20	Baron Capitale	Partial evidence	Bangalore, IndiaHQ checked Sep 22, 2026	11-50	10 contacts →
	Partial evidence “Baron Capitale is the HNW wing of Baron Capitale & Wealth Management Pvt Ltd, is the new era wealth start up comes with an experience hand in 2023 based out in Bangalore.” Source: RevenueBase Database · checked Sep 22, 2026
21	Unified Vision Wealth	Partial evidence	New Delhi, IndiaHQ checked Sep 22, 2026	11-50	9 contacts →
	Partial evidence “We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Source: RevenueBase Database · checked Sep 22, 2026
22	Growmont	Partial evidence	Mumbai, IndiaHQ checked Sep 22, 2026	1-10	9 contacts →
	Partial evidence “Growmont is a gateway to personalized Wealth Management.” Source: RevenueBase Database · checked Sep 22, 2026
23	Alpha Capital - India	Indirect evidence	Gurgaon, IndiaHQ checked Sep 22, 2026	11-50	7 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.” Source: RevenueBase Database · checked Sep 22, 2026
24	Warmond Fiduciary Services Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence “The actions we take today impact our future and those of our loved ones.” Source: RevenueBase Database · checked Sep 22, 2026
25	Value Plus	Partial evidence	Surat, IndiaHQ checked Sep 22, 2026	11-50	7 contacts →
	Partial evidence “Adhering to the Family Office concept, Value Plus provides Wealth Management, Risk Management and Project Funding, there by serving affluent families and entrepreneurs.” Source: RevenueBase Database · checked Sep 22, 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 transfer specialists. 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 transfer specialists.
Partial evidence: Its own public description names part of wealth transfer specialists, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth transfer specialists. 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 239 wealth transfer specialists based in India

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Wealth transfer specialists based in India at a glance

As of Sep 22, 2026

15.8%Verified-email coverage

17.8Average contacts per company

1-10Median size (employees)

16.7%Largest-city concentration · Mumbai

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

143

11-50

51-200

201-500

501-1,000

1,001-5,000

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 239 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 transfer specialists, 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 transfer specialists”. 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 transfer specialists), 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 transfer specialists, 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, 672 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 22, 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 transfer specialists by metro

Wealth transfer specialists in Mumbai40

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 transfer specialists, 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 transfer specialists are there based in India?

RevenueBase identified 239 wealth transfer specialists 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?

Nuvama Group, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most wealth transfer specialists?

Mumbai leads with 40 headquartered companies, followed by New Delhi (19) and Pune (15).

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 672 verified decision-maker contacts tracked across these 239 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 22, 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.