Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in India

Name: Advisor-led investment platforms based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 2,273 companies tracked

RevenueBase identified 2,273 advisor-led investment platforms headquartered in India as of September 2026 and tracks 46,221 professional contacts across them, including 7,860 with verified work emails. Mumbai is the largest hub.

This list covers advisor-led investment platforms 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 27, 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 27, 2026 86% judged on-target in blind review

2,273Companies

46,221Contacts tracked

7,860Verified emails

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The 25 largest advisor-led investment platforms based in India

Ranked by team size

Top 25 of 2,273 advisor-led investment platforms based in India, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to advisor-led investment platforms: 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	Kotak Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 27, 2026	1,001-5,000	6,610 contacts →
	Indirect evidence “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Source: RevenueBase Database · checked Sep 27, 2026
2	Mirae Asset Sharekhan	Indirect evidence	Mumbai, IndiaHQ checked Sep 27, 2026	1,001-5,000	5,438 contacts →
	Indirect evidence “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Source: RevenueBase Database · checked Sep 27, 2026
3	GROWW	Partial evidence	Bengaluru, IndiaHQ checked Sep 27, 2026	501-1,000	2,165 contacts →
	Partial evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 27, 2026
4	Nippon India Mutual Fund	Indirect evidence	Mumbai, IndiaHQ checked Sep 27, 2026	501-1,000	1,571 contacts →
	Indirect evidence “With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Source: RevenueBase Database · checked Sep 27, 2026
5	Mastertrust	Indirect evidence	New Delhi, IndiaHQ checked Sep 27, 2026	501-1,000	831 contacts →
	Indirect evidence “mastertrust Group is one of the leading financial services company in India.” Source: RevenueBase Database · checked Sep 27, 2026
6	PL Capital Group Prabhudas Lilladher	Indirect evidence	Mumbai, IndiaHQ checked Sep 27, 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 27, 2026
7	5paisa	Indirect evidence	Mumbai, IndiaHQ checked Sep 27, 2026	501-1,000	799 contacts →
	Indirect evidence “5paisa is a tech-first discount broker built by traders, for traders, offering a seamless investing & trading experience.” Source: RevenueBase Database · checked Sep 27, 2026
8	Fundsindia	Partial evidence	Bengaluru, IndiaHQ checked Sep 27, 2026	1,001-5,000	623 contacts →
	Partial evidence “Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Source: RevenueBase Database · checked Sep 27, 2026
9	Dezerv	Partial evidence	Mumbai, IndiaHQ checked Sep 27, 2026	501-1,000	589 contacts →
	Partial evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 27, 2026
10	Paytm Money	Indirect evidence	Noida, IndiaHQ checked Sep 27, 2026	201-500	521 contacts →
	Indirect evidence “At Paytm Money, we’re on a mission to simplify and democratize investing for every Indian.” Source: RevenueBase Database · checked Sep 27, 2026
11	Nuvama Group	Indirect evidence	Mumbai, IndiaHQ checked Sep 27, 2026	1,001-5,000	448 contacts →
	Indirect 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 27, 2026
12	Smallcase	Strong evidence	Bangalore, IndiaHQ checked Sep 27, 2026	201-500	388 contacts →
	Strong evidence “smallcase is a leading provider of investment products to Indian investors & platforms to the capital markets industry.” Source: RevenueBase Database · checked Sep 27, 2026
13	Fisdom	Partial evidence	Bengaluru North, IndiaHQ checked Sep 27, 2026	501-1,000	348 contacts →
	Partial evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 27, 2026
14	Whiteoak Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 27, 2026	201-500	323 contacts →
	Indirect evidence “WHO ARE WE?” Source: RevenueBase Database · checked Sep 27, 2026
15	Incred Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 27, 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 27, 2026
16	Banksathi	Strong evidence	Bangalore, IndiaHQ checked Sep 27, 2026	51-200	280 contacts →
	Strong evidence “About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.” Source: RevenueBase Database · checked Sep 27, 2026
17	Gepl Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 27, 2026	51-200	278 contacts →
	Indirect evidence “GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…” Source: RevenueBase Database · checked Sep 27, 2026
18	SSJ Finance & Securities	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 27, 2026	201-500	268 contacts →
	Indirect evidence “For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Source: RevenueBase Database · checked Sep 27, 2026
19	ET Money	Indirect evidence	Gurugram, IndiaHQ checked Sep 27, 2026	51-200	243 contacts →
	Indirect evidence “When you invest with intelligence, life opens up a wealth of choices.” Source: RevenueBase Database · checked Sep 27, 2026
20	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 27, 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 27, 2026
21	Univest	Strong evidence	Gurugram, IndiaHQ checked Sep 27, 2026	201-500	174 contacts →
	Strong evidence “Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Source: RevenueBase Database · checked Sep 27, 2026
22	Zfunds	Indirect evidence	Gurugram, IndiaHQ checked Sep 27, 2026	51-200	165 contacts →
	Indirect evidence “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Source: RevenueBase Database · checked Sep 27, 2026
23	Parag Parikh Financial Advisory Services Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 27, 2026	51-200	163 contacts →
	Partial evidence “Parag Parikh Financial Advisory Services Ltd.” Source: RevenueBase Database · checked Sep 27, 2026
24	Wint Wealth	Strong evidence	Bangalore, IndiaHQ checked Sep 27, 2026	51-200	153 contacts →
	Strong evidence “9-12% Fixed Returns from Corporate Bonds that are handpicked by experts - on a SEBI-registered investment platform.” Source: RevenueBase Database · checked Sep 27, 2026
25	Fintoo	Partial evidence	Mumbai, IndiaHQ checked Sep 27, 2026	51-200	149 contacts →
	Partial evidence “Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Source: RevenueBase Database · checked Sep 27, 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: advisor-led investment platforms. 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 advisor-led investment platforms.
Partial evidence: Its own public description names part of advisor-led investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisor-led investment platforms. 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 2,273 advisor-led investment platforms based in India

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Advisor-led investment platforms based in India at a glance

As of Sep 27, 2026

17.0%Verified-email coverage

20.3Average contacts per company

1-10Median size (employees)

16.1%Largest-city concentration · Mumbai

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

1,397

11-50

630

51-200

152

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 2,273 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 advisor-led investment platforms, 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 “advisor-led investment platforms”. 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 advisor-led investment platforms), 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 advisor-led investment platforms, 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, 7,860 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 27, 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.

Advisor-led investment platforms by metro

Advisor-led investment platforms in Mumbai365
Advisor-led investment platforms in Pune133
Advisor-led investment platforms in Bangalore132
Advisor-led investment platforms in New Delhi117
Advisor-led investment platforms in Bengaluru103
Advisor-led investment platforms in Ahmedabad91
Advisor-led investment platforms in Kolkata87
Advisor-led investment platforms in Hyderabad67
Advisor-led investment platforms in Chennai62
Advisor-led investment platforms in Noida59
Advisor-led investment platforms in Delhi50
Advisor-led investment platforms in Jaipur46
Advisor-led investment platforms in Gurugram45
Advisor-led investment platforms in Gurgaon44
Advisor-led investment platforms in Surat42
Advisor-led investment platforms in Indore34
Advisor-led investment platforms in Thane32

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 advisor-led investment platforms, 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 advisor-led investment platforms are there based in India?

RevenueBase identified 2,273 advisor-led investment platforms 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?

Kotak Securities, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most advisor-led investment platforms?

Mumbai leads with 365 headquartered companies, followed by Pune (133) and Bangalore (132).

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 7,860 verified decision-maker contacts tracked across these 2,273 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 27, 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.