Company lists · Data refreshed September 2026

Top 9 Advisor-led investment platforms based in Surat, India

RevenueBase identified 42 company matches for advisor-led investment platforms associated with Surat, India as of September 2026 and tracks 297 professional contacts across them, including 45 with verified work emails. Across India, Mumbai is the largest hub for this category (365 companies); Surat has 42.

This list covers company matches for advisor-led investment platforms associated with Surat, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built
42Companies
297Contacts tracked
45Verified emails
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The 9 largest advisor-led investment platforms based in Surat, India

Ranked by team size
Top 9 of 42 company matches for advisor-led investment platforms based in Surat, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSurat, IndiaHQ recorded Sep 27, 202651-20064 contacts →

Exact match

“Finideas is a SEBI-approved investment advisory firm helping investors achieve financial freedom through smart, transparent, and protected investing.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2Exact matchSurat, IndiaHQ recorded Sep 27, 202611-5026 contacts →

Exact match

“CONCEPT Investwell Private Limited is a boutique investment services company offering Portfolio Management (PMS) value-added services, Investment Advisory (IA), Mutual Fund, Debt…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3Exact matchSurat, IndiaHQ recorded Sep 27, 20261-1012 contacts →

Exact match

“Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4Exact matchSurat, IndiaHQ recorded Sep 27, 202611-509 contacts →

Exact match

“Bazaar Indicator provides investment services in Indian Market.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5Exact matchSurat, IndiaHQ recorded Sep 27, 202611-502 contacts →

Exact match

“We’re building India’s easiest way to start investing.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6Exact matchSurat, IndiaHQ recorded Sep 27, 202611-502 contacts →

Exact match

“A 360° Wealth Management firm aiming to provide the best suited financial services to its clients ranging from Individuals to Corporates and dealing in a variety of products from…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7Exact matchSurat, IndiaHQ recorded Sep 27, 202611-502 contacts →

Exact match

“Our relationship is not based on solely on a single need but we also fulfill our Investor desire differently and do it in a innovative way that assure long-term success.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8Exact matchSurat, IndiaHQ recorded Sep 27, 20261-102 contacts →

Exact match

“STRATEGIES Prime Wealth is a Financial Advisory company established in 2002 with 2500+ clients & 116+ Crores of financial assets under advise.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchSurat, IndiaHQ recorded Sep 27, 20261-101 contacts →

Exact match

“OLC Invest is a company that has been established by a group of professionals with expertise in finance, banking, insurance, technology and marketing.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

Showing 9 of 42 advisor-led investment platforms based in Surat, India

See the full list, filter by size, metro and specialty, and access 45 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Advisor-led investment platforms based in Surat, India at a glance

As of Sep 27, 2026
15.2%Verified-email coverage
7.1Average contacts per company
1-10Median size (employees)
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
17
51-200
2

Email recency for this list is measured across the whole India list rather than for Surat, so it is reported there. Company counts and contact totals on this page are exact for Surat, over 42 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 Surat, 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 45 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.

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 Surat, India?

RevenueBase identified 42 company matches for advisor-led investment platforms associated with Surat, 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?

Finideas 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). Surat has 42.

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 45 professional contacts with verified work emails tracked across these 42 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.

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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.