Company lists · Data refreshed September 2026

Top 25 Ai-driven portfolio management companies based in India

Name: Ai-driven portfolio management companies based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 474 companies tracked

RevenueBase identified 474 ai-driven portfolio management companies headquartered in India as of September 2026 and tracks 5,892 professional contacts across them, including 1,372 with verified work emails. Mumbai is the largest hub.

This list covers ai-driven portfolio management companies 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 19, 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 19, 2026 86% judged on-target in blind review

474Companies

5,892Contacts tracked

1,372Verified emails

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The 25 largest ai-driven portfolio management companies based in India

Ranked by team size

Top 25 of 474 ai-driven portfolio management companies based in India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to ai-driven portfolio management companies: 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	Share India Securities Limited	Indirect evidence	Noida, IndiaHQ checked Sep 19, 2026	501-1,000	638 contacts →
	Indirect evidence “Established in 1994, Share India Securities Limited was incepted with the idea of steady growth today to continue multiplying in the future.” Source: RevenueBase Database · checked Sep 19, 2026
2	Dezerv	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 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 19, 2026
3	Zfunds	Indirect evidence	Gurugram, IndiaHQ checked Sep 19, 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 19, 2026
4	Fintoo	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	149 contacts →
	Strong 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 19, 2026
5	Tristone	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	139 contacts →
	Partial evidence “Tristone provides high-quality, AI-enabled investment research & analytics and transaction support services to investment funds, investment advisors, corporates, and investment…” Source: RevenueBase Database · checked Sep 19, 2026
6	Ssba Innovations Limited Holding & Promoting Company Of Taxbuddy.com And Finbingo.com	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	137 contacts →
	Strong evidence “SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.” Source: RevenueBase Database · checked Sep 19, 2026
7	Abakkus Asset Manager Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	113 contacts →
	Indirect evidence “Abakkus Asset Manager Private Limited is an alpha focused asset manager investing in India.” Source: RevenueBase Database · checked Sep 19, 2026
8	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 19, 2026
9	Alchemy Capital Management PVT LTD	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	92 contacts →
	Strong evidence “Alchemy Capital Management Private Limited (“Alchemy”) is a SEBI-registered Portfolio Manager and also acts as the Investment Manager for SEBI-registered Alternative Investment…” Source: RevenueBase Database · checked Sep 19, 2026
10	Marketopper Securities PVT LTD	Indirect evidence	Gurgaon, IndiaHQ checked Sep 19, 2026	51-200	60 contacts →
	Indirect evidence “Established in 2001, Marketopper is founded and led by Systematic Investment professionals with extensive experience in Indian and global markets.” Source: RevenueBase Database · checked Sep 19, 2026
11	Kivi Capital	Partial evidence	Gurgaon, IndiaHQ checked Sep 19, 2026	51-200	58 contacts →
	Partial evidence “Kivi Capital is an investment management firm located in Gurgaon, India, that specializes in developing quantitative trading strategies and their execution through an automated…” Source: RevenueBase Database · checked Sep 19, 2026
12	5nance.com	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	58 contacts →
	Strong evidence “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Source: RevenueBase Database · checked Sep 19, 2026
13	trendlyne.com	Partial evidence	Bangalore, IndiaHQ checked Sep 19, 2026	11-50	52 contacts →
	Partial evidence “Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Source: RevenueBase Database · checked Sep 19, 2026
14	Vivekam Financial Services PVT LTD	Indirect evidence	Hyderabad, IndiaHQ checked Sep 19, 2026	11-50	51 contacts →
	Indirect evidence “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Source: RevenueBase Database · checked Sep 19, 2026
15	Arthayantra	Partial evidence	Hyderabad, IndiaHQ checked Sep 19, 2026	51-200	47 contacts →
	Partial evidence “ArthaYantra was founded to redefine the landscape of wealth management industry.” Source: RevenueBase Database · checked Sep 19, 2026
16	Jarvis Invest	Indirect evidence	Vikhroli West, IndiaHQ checked Sep 19, 2026	11-50	46 contacts →
	Indirect evidence “To know more, visit jarvisinvest.com” Source: RevenueBase Database · checked Sep 19, 2026
17	Investvalue Fintech	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	45 contacts →
	Indirect evidence “Invest Value is an innovative wealth-tech platform designed to empower investment professionals, such as Wealth Managers, Private Bankers, IFAS, MFDS, and RIAS, by simplifying…” Source: RevenueBase Database · checked Sep 19, 2026
18	QODE	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	44 contacts →
	Partial evidence “Qode is an Asset Management Company (AMC), that has consistently helped our investors grow their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
19	Firstrate Wealthtech	Strong evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	43 contacts →
	Strong evidence “Wealth Management and AI” Source: RevenueBase Database · checked Sep 19, 2026
20	Harmoney	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	41 contacts →
	Partial evidence “Harmoney, an Agentic AI solution for fixed income, macro, and credit analysis for buy-side and wealth managers.” Source: RevenueBase Database · checked Sep 19, 2026
21	Whitespace Alpha	Partial evidence	Hyderabad, IndiaHQ checked Sep 19, 2026	11-50	40 contacts →
	Partial evidence “Whitespace Alpha is a leading multi-asset management firm, pioneering quantitative investment models.” Source: RevenueBase Database · checked Sep 19, 2026
22	Tradex	Partial evidence	New Delhi, IndiaHQ checked Sep 19, 2026	11-50	38 contacts →
	Partial evidence “Our latest product is called Mindbase AI.” Source: RevenueBase Database · checked Sep 19, 2026
23	Algobulls	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	37 contacts →
	Partial evidence “AlgoBulls is an AI-backed algorithmic trading platform that democratizes trading for the masses.” Source: RevenueBase Database · checked Sep 19, 2026
24	Equentis	Indirect evidence	East Mumbai, IndiaHQ checked Sep 19, 2026	201-500	35 contacts →
	Indirect evidence “We are a SEBI-registered investment advisory, focused on helping you build wealth in the stock market over the long term.” Source: RevenueBase Database · checked Sep 19, 2026
25	Fintuple Technologies	Strong evidence	Chennai, IndiaHQ checked Sep 19, 2026	11-50	33 contacts →
	Strong evidence “Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Source: RevenueBase Database · checked Sep 19, 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: ai-driven portfolio management companies. 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 ai-driven portfolio management companies.
Partial evidence: Its own public description names part of ai-driven portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name ai-driven portfolio management companies. 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 474 ai-driven portfolio management companies based in India

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Ai-driven portfolio management companies based in India at a glance

As of Sep 19, 2026

23.3%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

18.4%Largest-city concentration · Mumbai

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

276

11-50

145

51-200

201-500

501-1,000

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 474 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 ai-driven portfolio management companies, 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 “ai-driven portfolio management companies”. 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 ai-driven portfolio management companies), 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 ai-driven portfolio management companies, 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, 1,372 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 19, 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.

Ai-driven portfolio management companies by metro

Ai-driven portfolio management companies in Mumbai87
Ai-driven portfolio management companies in Bengaluru51
Ai-driven portfolio management companies in Bangalore40
Ai-driven portfolio management companies in New Delhi29

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 ai-driven portfolio management companies, 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 ai-driven portfolio management companies are there based in India?

RevenueBase identified 474 ai-driven portfolio management companies 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?

Share India Securities Limited, headquartered in Noida, tops this list with the largest team on record.

Which city has the most ai-driven portfolio management companies?

Mumbai leads with 87 headquartered companies, followed by Bengaluru (51) and Bangalore (40).

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 1,372 verified decision-maker contacts tracked across these 474 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 19, 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.