Company lists · Data refreshed September 2026
Top 25 Advisor-led investment platforms based in Pune, India
RevenueBase identified 133 company matches for advisor-led investment platforms associated with Pune, India as of September 2026 and tracks 773 professional contacts across them, including 64 with verified work emails. Across India, Mumbai is the largest hub for this category (365 companies); Pune has 133.
This list covers company matches for advisor-led investment platforms associated with Pune, India, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest advisor-led investment platforms based in Pune, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 33 contacts → | ||||
Exact match “MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) focused on helping investors build long-term wealth through transparent, research-driven & conflict-free guidance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 27 contacts → | ||||
Exact match “Feeling overwhelmed by your finances?” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Wise Turtle is founded with an objective to ensure Curated and Bespoke solutions for our High-Net-worth clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “Innovate Financial Services is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of Wealth Management, Investment…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “Future Vista is helping clients manage all aspects of their personal investments and finances.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “The Goal Mantra of Shubbaan Investments is Prosperity for All.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Helping Long Term Investors to build diversified and tax efficient investment portfolio by following Multi Asset Investment Strategy.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Purnartha is the manifestation of a simple thought - to demystify the world of equity investments and create an ecosystem backed by unmatched expertise, transparency, and strong…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “ARVO (Origin: Finnish / Meaning: Value, Worth, Calibre) is built to have a differentiated approach to Wealth Management & Client Service by combining large-firm resources &…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Perpetual Capital Advisors is a premier investment advisory firm (SEBI Registered Investment Advisers Registration No.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “At Aksh Advisors, we merge unparalleled expertise with unwavering integrity to navigate the intricate landscape of finance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “The word ‘Nirmiti’, in Sanskrit, simply means Creation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “is an online website of Vivek Mulay who is registered vide ARN- 24596 as a AMFI Registered Mutual Fund Distributor since 01-07-2004.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Welcome to wealthphi!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Candor Investing is a SEBI registered investment advisory firm committed to empowering individuals, trusts, and family offices in their wealth creation journey through equity…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “InvesQ is a SEBI-registered investment advisor based in Pune, India.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “MyFundBazaar, your one-stop platform to your financial needs, tracks your spending patterns and optimises your savings - short-term and long-term.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “At Bodhi Wealth, we specialize in crafting meticulously balanced mutual fund portfolios tailored to empower our partners in achieving enduring wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “CVIPL was established to meet the growing need for highly personalized investment management for individuals in a rapidly growing, increasingly competitive market.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “At The Prudent Investor, we understand that everyone has different goals and expectations for managing their wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “advisor-led investment platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 133 advisor-led investment platforms based in Pune, India
See the full list, filter by size, metro and specialty, and access 64 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Advisor-led investment platforms based in Pune, India at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Pune, so it is reported there. Company counts and contact totals on this page are exact for Pune, over 133 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Pune, India whose business descriptions match “advisor-led investment platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 64 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Advisor-led investment platforms by metro in India
- Advisor-led investment platforms in Mumbai365
- Advisor-led investment platforms in Bangalore235
- Advisor-led investment platforms in New Delhi117
- Advisor-led investment platforms in Ahmedabad91
- Advisor-led investment platforms in Gurgaon89
- 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 Surat42
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “advisor-led investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many advisor-led investment platforms are there based in Pune, India?
RevenueBase identified 133 company matches for advisor-led investment platforms associated with Pune, India as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Moneyworks4me tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in India has the most advisor-led investment platforms?
Mumbai leads India with 365 company records, followed by Bangalore (235) and Pune (133).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 64 professional contacts with verified work emails tracked across these 133 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 133 advisor-led investment platforms based in Pune, India. Start with a free account, no credit card.
Download this list →Related lists
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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 SmartSearch, 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.
More company lists
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- New lists
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Company intelligence · public preview
Top 25 advisor-led investment platforms based in Pune, India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 133 matching company records for advisor-led investment platforms based in Pune, India, with 773 tracked contacts and 64 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 advisor-led investment platforms based in Pune, India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Moneyworks4memoneyworks4me.comHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 33 contacts → |
“MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) focused on helping investors build long-term wealth through transparent, research-driven & conflict-free guidance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Spring Moneyspring.moneyHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 27 contacts → |
“Feeling overwhelmed by your finances?” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Primewealthprimewealth.co.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 15 contacts → |
“PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wise Turtle Finserv LLPwiseturtle.co.inHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 14 contacts → |
“Wise Turtle is founded with an objective to ensure Curated and Bespoke solutions for our High-Net-worth clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Mintwit Financial Servicesmintwit.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 13 contacts → |
“At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Innovate Financial Servicesinnovatefinserv.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 12 contacts → |
“Innovate Financial Services is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of Wealth Management, Investment…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Future Vistafuturevista.co.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 11 contacts → |
“Future Vista is helping clients manage all aspects of their personal investments and finances.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Perpetual Wealth Managementperpetualwealth.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 10 contacts → |
“Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Shubbaan Investmentsshubbaan.comHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 10 contacts → |
“The Goal Mantra of Shubbaan Investments is Prosperity for All.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wealthgrowthwealthgrowth.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 10 contacts → |
“Helping Long Term Investors to build diversified and tax efficient investment portfolio by following Multi Asset Investment Strategy.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Purnartha Investment Advisers Pvt. LTDpurnartha.com HQ: Pune, IndiaReported employees: 201-500 | Pune, India | 201-500 | Exact match | 8 contacts → |
“Purnartha is the manifestation of a simple thought - to demystify the world of equity investments and create an ecosystem backed by unmatched expertise, transparency, and strong…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Arvo Wealtharvowealth.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 8 contacts → |
“ARVO (Origin: Finnish / Meaning: Value, Worth, Calibre) is built to have a differentiated approach to Wealth Management & Client Service by combining large-firm resources &…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Perpetual Capital Advisors PVT LTDperpetualinv.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 8 contacts → |
“Perpetual Capital Advisors is a premier investment advisory firm (SEBI Registered Investment Advisers Registration No.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Inertia Wealth Creatorsequities4wealth.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 |  Cresta Wealthcrestawealth.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 5 contacts → |
“Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Aksh Advisors Private Limitedakshadvisors.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 5 contacts → |
“At Aksh Advisors, we merge unparalleled expertise with unwavering integrity to navigate the intricate landscape of finance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Proinvest Nirmiti Investment Advisorsproinvestnirmiti.comHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 4 contacts → |
“The word ‘Nirmiti’, in Sanskrit, simply means Creation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  AUM Financial Servicesaumfinancialservices.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 4 contacts → |
“is an online website of Vivek Mulay who is registered vide ARN- 24596 as a AMFI Registered Mutual Fund Distributor since 01-07-2004.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wealthphiwealthphi.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 3 contacts → |
“Welcome to wealthphi!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Candor Investingcandorinvesting.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 3 contacts → |
“Candor Investing is a SEBI registered investment advisory firm committed to empowering individuals, trusts, and family offices in their wealth creation journey through equity…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Invesq Investment Advisors PVT LTDinvesq.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 2 contacts → |
“InvesQ is a SEBI-registered investment advisor based in Pune, India.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Myfundbazaarmyfundbazaar.comHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 2 contacts → |
“MyFundBazaar, your one-stop platform to your financial needs, tracks your spending patterns and optimises your savings - short-term and long-term.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Bodhi Wealthbodhiwealth.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 2 contacts → |
“At Bodhi Wealth, we specialize in crafting meticulously balanced mutual fund portfolios tailored to empower our partners in achieving enduring wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Crystal Vision Insights Private Limitedcrystalvisioninsights.in HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 1 contacts → |
“CVIPL was established to meet the growing need for highly personalized investment management for individuals in a rapidly growing, increasingly competitive market.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  The Prudent Investortheprudentinvestor.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 1 contacts → |
“At The Prudent Investor, we understand that everyone has different goals and expectations for managing their wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 133 company matches
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Advisor-led investment platforms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
132 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole India list rather than for Pune, so it is reported there. Company counts and contact totals on this page are exact for Pune, over 133 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Advisor-led investment platforms by metro in India
- Advisor-led investment platforms in Mumbai365
- Advisor-led investment platforms in Bangalore235
- Advisor-led investment platforms in New Delhi117
- Advisor-led investment platforms in Ahmedabad91
- Advisor-led investment platforms in Gurgaon89
- 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 Surat42
Questions about this company list
What does Exact match mean for advisor-led investment platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many advisor-led investment platforms did RevenueBase find based in Pune, India?
The saved snapshot records 133 matching company records, 773 tracked contacts and 64 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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- Advisor-led investment platforms based in Ahmedabad, India
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Cite this list
RevenueBase Data Team. Top 25 advisor-led investment platforms based in Pune, India. Snapshot: September 27, 2026. https://revenuebase.ai/companies/advisor-led-investment-platforms/india/pune.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- New lists
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Company intelligence · public preview
Top 25 advisor-led investment platforms based in Pune, India
RevenueBase records 133 matching company records for advisor-led investment platforms based in Pune, India, with 773 tracked contacts and 64 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 advisor-led investment platforms based in Pune, India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Moneyworks4memoneyworks4me.com HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 33 contacts → |
“MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) focused on helping investors build long-term wealth through transparent, research-driven & conflict-free guidance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Spring Moneyspring.money HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 27 contacts → |
“Feeling overwhelmed by your finances?” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Primewealthprimewealth.co.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 15 contacts → |
“PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wise Turtle Finserv LLPwiseturtle.co.in HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 14 contacts → |
“Wise Turtle is founded with an objective to ensure Curated and Bespoke solutions for our High-Net-worth clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mintwit Financial Servicesmintwit.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 13 contacts → |
“At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Innovate Financial Servicesinnovatefinserv.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 12 contacts → |
“Innovate Financial Services is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of Wealth Management, Investment…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Future Vistafuturevista.co.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 11 contacts → |
“Future Vista is helping clients manage all aspects of their personal investments and finances.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Perpetual Wealth Managementperpetualwealth.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 10 contacts → |
“Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Shubbaan Investmentsshubbaan.com HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 10 contacts → |
“The Goal Mantra of Shubbaan Investments is Prosperity for All.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wealthgrowthwealthgrowth.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 10 contacts → |
“Helping Long Term Investors to build diversified and tax efficient investment portfolio by following Multi Asset Investment Strategy.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Purnartha Investment Advisers Pvt. LTDpurnartha.com HQ: Pune, IndiaReported employees: 201-500 | Pune, India | 201-500 | Exact match | 8 contacts → |
“Purnartha is the manifestation of a simple thought - to demystify the world of equity investments and create an ecosystem backed by unmatched expertise, transparency, and strong…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Arvo Wealtharvowealth.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 8 contacts → |
“ARVO (Origin: Finnish / Meaning: Value, Worth, Calibre) is built to have a differentiated approach to Wealth Management & Client Service by combining large-firm resources &…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Perpetual Capital Advisors PVT LTDperpetualinv.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 8 contacts → |
“Perpetual Capital Advisors is a premier investment advisory firm (SEBI Registered Investment Advisers Registration No.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Inertia Wealth Creatorsequities4wealth.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Cresta Wealthcrestawealth.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 5 contacts → |
“Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Aksh Advisors Private Limitedakshadvisors.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 5 contacts → |
“At Aksh Advisors, we merge unparalleled expertise with unwavering integrity to navigate the intricate landscape of finance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Proinvest Nirmiti Investment Advisorsproinvestnirmiti.com HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 4 contacts → |
“The word ‘Nirmiti’, in Sanskrit, simply means Creation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | AUM Financial Servicesaumfinancialservices.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 4 contacts → |
“is an online website of Vivek Mulay who is registered vide ARN- 24596 as a AMFI Registered Mutual Fund Distributor since 01-07-2004.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealthphiwealthphi.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 3 contacts → |
“Welcome to wealthphi!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Candor Investingcandorinvesting.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 3 contacts → |
“Candor Investing is a SEBI registered investment advisory firm committed to empowering individuals, trusts, and family offices in their wealth creation journey through equity…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Invesq Investment Advisors PVT LTDinvesq.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 2 contacts → |
“InvesQ is a SEBI-registered investment advisor based in Pune, India.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Myfundbazaarmyfundbazaar.com HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 2 contacts → |
“MyFundBazaar, your one-stop platform to your financial needs, tracks your spending patterns and optimises your savings - short-term and long-term.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bodhi Wealthbodhiwealth.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 2 contacts → |
“At Bodhi Wealth, we specialize in crafting meticulously balanced mutual fund portfolios tailored to empower our partners in achieving enduring wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Crystal Vision Insights Private Limitedcrystalvisioninsights.in HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 1 contacts → |
“CVIPL was established to meet the growing need for highly personalized investment management for individuals in a rapidly growing, increasingly competitive market.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Prudent Investortheprudentinvestor.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 1 contacts → |
“At The Prudent Investor, we understand that everyone has different goals and expectations for managing their wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 133 company matches
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Advisor-led investment platforms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
132 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole India list rather than for Pune, so it is reported there. Company counts and contact totals on this page are exact for Pune, over 133 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Advisor-led investment platforms by metro in India
- Advisor-led investment platforms in Mumbai365
- Advisor-led investment platforms in Bangalore235
- Advisor-led investment platforms in New Delhi117
- Advisor-led investment platforms in Ahmedabad91
- Advisor-led investment platforms in Gurgaon89
- 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 Surat42
Questions about this company list
What does Exact match mean for advisor-led investment platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many advisor-led investment platforms did RevenueBase find based in Pune, India?
The saved snapshot records 133 matching company records, 773 tracked contacts and 64 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 advisor-led investment platforms based in Pune, India. Snapshot: September 27, 2026. https://revenuebase.ai/companies/advisor-led-investment-platforms/india/pune.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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