Company lists · Data refreshed September 2026
Top 22 Ai-driven portfolio management companies based in Mumbai, India
RevenueBase identified 87 ai-driven portfolio management companies headquartered in Mumbai, India as of September 2026 and tracks 987 professional contacts across them, including 295 with verified work emails. Mumbai is the largest hub.
This list covers ai-driven portfolio management companies headquartered in Mumbai, 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.
The 22 largest ai-driven portfolio management companies based in Mumbai, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 37 contacts → | ||||
Partial evidence “AlgoBulls is an AI-backed algorithmic trading platform that democratizes trading for the masses.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 28 contacts → | ||||
Indirect evidence “Fydaa is building financial access for every corner of Bharat.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 26 contacts → | ||||
Strong evidence “Wright Research is an investment advisory and portfolio management firm that uses quantitative research and machine learning to create equity investment portfolios with the aim to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20 contacts → | ||||
Indirect evidence “Karma Capital Advisors Pvt Ltd- SEBI PMS registration no.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 19 contacts → | ||||
Strong evidence “Welcome to INVasset PMS – an Award-Winning, SEBI-registered Quant-based Portfolio Management Service for HNIs & NRIs.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 17 contacts → | ||||
Strong evidence “Wizzer is building a fully integrated AI-driven trading and advisory ecosystem.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 14 contacts → | ||||
Indirect evidence “Samssara is a highly professional 'algorithmic trading' and 'systematic investment advisory' company.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Partial evidence “Welcome to Atomic PMS, India's 1st Limited Fund Size PMS from MarketsMojo Asset Management!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Indirect evidence “MintingM came into existence in 2019.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 contacts → | ||||
Partial evidence “Wealth management has always rewarded those who could afford the best advice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Partial evidence “SEBI Registered Portfolio Manager | Reg No: Trivantage Capital is named for how we see the world.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Partial evidence “Plus91 is a distinguised asset management firm, dedicated to crafting innovative and systematic investment strategies for a diverse range of clients, including institutions…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence “5 Swans specializes in designing and developing a wide gamut of algorithmic trading strategies whose return and risk profiles are uncorrelated to traditional asset classes.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Partial evidence “OpenDelta is an AI-powered platform designed to help SMB asset managers make faster, more efficient, and better-informed decisions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Strong evidence “iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Strong evidence “Marathon Trends Advisory Private Limited is a SEBI approved portfolio management services (PMS) led by Atul Suri, who has over 30 years of experience in the Indian equity markets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Partial evidence “Severus Systems serves as an investment advisory firm specializing in constructing portfolios centered around equity investments.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 22 of 87 ai-driven portfolio management companies based in Mumbai, India
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Ai-driven portfolio management companies based in Mumbai, India at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 87 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 Mumbai, 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 Mumbai 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, 295 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 in India
- 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 Mumbai, India?
RevenueBase identified 87 ai-driven portfolio management companies headquartered in Mumbai, 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?
Fintoo, headquartered in Mumbai, 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 295 verified decision-maker contacts tracked across these 87 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.
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