Company lists · Data refreshed November 2026
Top 25 Asset allocation platforms based in Mumbai, India
RevenueBase identified 74 company matches for asset allocation platforms associated with Mumbai, India as of November 2026 and tracks 2,396 professional contacts across them, including 974 with verified work emails. Across India, Mumbai is the largest hub for this category.
This list covers company matches for asset allocation platforms associated with Mumbai, 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 November 5, 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 asset allocation platforms based in Mumbai, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 690 contacts → | ||||
Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 262 contacts → | ||||
Exact match “Ionic Wealth | Co-founders in your journey of Wealth creation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 110 contacts → | ||||
Exact match “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 92 contacts → | ||||
Exact match “MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 83 contacts → | ||||
Exact match “EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 78 contacts → | ||||
Exact match “Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 70 contacts → | ||||
Exact match “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 70 contacts → | ||||
Exact match “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 64 contacts → | ||||
Exact match “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 63 contacts → | ||||
Exact match “quant Money Managers Ltd.(QMML) is an investment management firm offering a diverse set of investment products across asset classes.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 61 contacts → | ||||
Exact match “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 57 contacts → | ||||
Exact match “Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 51 contacts → | ||||
Exact match “Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 49 contacts → | ||||
Exact match “Unlock the Potential of Your Wealth Business At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 46 contacts → | ||||
Exact match “With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 39 contacts → | ||||
Exact match “Making investing simpler through technology, transparency and human support.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 30 contacts → | ||||
Exact match “Fydaa is building financial access for every corner of Bharat.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 27 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 16 contacts → | ||||
Exact match “Fission Wealth Private Limited is based on the ethos of creating wealth for its clients by executing investment options (aligned to life goals) in a simple and seamless manner…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 14 contacts → | ||||
Exact match “Simplified wealth creation for busy professionals We combine 4 magic ingredients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 11 contacts → | ||||
Exact match “Wealth management has always rewarded those who could afford the best advice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 10 contacts → | ||||
Exact match “Index Funds Sahi Hai (IFSH) is a privately owned investment platform dedicated to making investing simple, transparent, and low cost through passive investment strategies.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “At Arthya Wealth and Investments Pvt.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Founded by financial industry veterans, IntelX Money assists High Networth Individuals & families in making better financial decisions, devising the appropriate succession plan…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “We understand complex financial needs of individuals & families and we offer unique products and services that can meet their requirements Wealthspring's multiple asset strategy…” Recorded in the RevenueBase company graph · Nov 5, 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 “asset allocation 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 74 asset allocation platforms based in Mumbai, India
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Asset allocation platforms based in Mumbai, India at a glance
As of Nov 5, 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 74 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 Mumbai, India whose business descriptions match “asset allocation 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 974 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 November 5, 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.
Asset allocation platforms by metro in India
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 “asset allocation platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset allocation platforms are there based in Mumbai, India?
RevenueBase identified 74 company matches for asset allocation platforms associated with Mumbai, India as of November 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?
Dezerv tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in India has the most asset allocation platforms?
Mumbai leads India with 74 company records, followed by Bangalore (63) and Gurgaon (22).
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 974 professional contacts with verified work emails tracked across these 74 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 74 asset allocation platforms based in Mumbai, India. Start with a free account, no credit card.
Download this list →Related lists
Asset allocation platforms by geography
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- Asset allocation platforms based in Brazil
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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Company intelligence · public preview
Top 25 asset allocation platforms based in Mumbai, India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 74 matching company records for asset allocation platforms based in Mumbai, India, with 2,396 tracked contacts and 974 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: November 5, 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 asset allocation platforms based in Mumbai, 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 |  Dezervdezerv.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 690 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ionic Wealthionic.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 262 contacts → |
“Ionic Wealth | Co-founders in your journey of Wealth creation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mprofitmprofit.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 110 contacts → |
“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Midasx Officialmidasx.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 83 contacts → |
“EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Torus Digitaltorusdigital.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 78 contacts → |
“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  WYLTHwylth.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 70 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ifanowifanow.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 70 contacts → |
“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Fisdom Private Wealthfisdomprivatewealth.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 64 contacts → |
“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Quant Mutualquant-mutual.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 63 contacts → |
“quant Money Managers Ltd.(QMML) is an investment management firm offering a diverse set of investment products across asset classes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  5nance.com5nance.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Northstar Analyticsns-analytics.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 57 contacts → |
“Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  OFA Fiinfrafiinfra.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 51 contacts → |
“Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Beyondirrbeyondirr.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 49 contacts → |
“Unlock the Potential of Your Wealth Business At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Teji Manditejimandi.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 46 contacts → |
“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Moneyfrog Financial Services Pvt. LTDmoneyfrog.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 39 contacts → |
“Making investing simpler through technology, transparency and human support.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  FYDAAfydaa.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 30 contacts → |
“Fydaa is building financial access for every corner of Bharat.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wright Researchwrightresearch.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 27 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fission Wealthfissionwealth.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 16 contacts → |
“Fission Wealth Private Limited is based on the ethos of creating wealth for its clients by executing investment options (aligned to life goals) in a simple and seamless manner…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Cube Wealthbankoncube.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“Simplified wealth creation for busy professionals We combine 4 magic ingredients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bharosabharosa.financeHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 11 contacts → |
“Wealth management has always rewarded those who could afford the best advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Index Funds Sahi HAIindexfundssahihai.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 10 contacts → |
“Index Funds Sahi Hai (IFSH) is a privately owned investment platform dedicated to making investing simple, transparent, and low cost through passive investment strategies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Arthya Wealth And Investments Pvt. LTDarthyawealth.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 9 contacts → |
“At Arthya Wealth and Investments Pvt.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Intelx Moneyintelxmoney.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 7 contacts → |
“Founded by financial industry veterans, IntelX Money assists High Networth Individuals & families in making better financial decisions, devising the appropriate succession plan…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Wealthspring Pvt. LTDwealthspring.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“We understand complex financial needs of individuals & families and we offer unique products and services that can meet their requirements Wealthspring's multiple asset strategy…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 74 company matches
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Asset allocation platforms: dataset insights
November 5, 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
74 records in the displayed employee bands.
0 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 Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 74 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: November 5, 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 ↗
Asset allocation platforms by metro in India
Questions about this company list
What does Exact match mean for asset allocation 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 asset allocation platforms did RevenueBase find based in Mumbai, India?
The saved snapshot records 74 matching company records, 2,396 tracked contacts and 974 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: November 5, 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
Asset allocation platforms by geography
- Asset allocation platforms based in Sydney, Australia
- Asset allocation platforms based in Sao Paulo, Brazil
- Asset allocation platforms based in Toronto, Canada
- Asset allocation platforms based in Paris, France
- Asset allocation platforms based in Bangalore, India
- Asset allocation platforms based in Singapore, Singapore
- Asset allocation platforms based in London, United Kingdom
- Asset allocation platforms based in Chicago, United States
- Asset allocation platforms based in New York, United States
- Asset allocation platforms based in San Francisco, United States
- Asset allocation platforms based in Australia
- Asset allocation platforms based in Brazil
Cite this list
RevenueBase Data Team. Top 25 asset allocation platforms based in Mumbai, India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/asset-allocation-platforms/india/mumbai.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Asset allocation platforms based in Sydney, Australia
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Company intelligence · public preview
Top 25 asset allocation platforms based in Mumbai, India
RevenueBase records 74 matching company records for asset allocation platforms based in Mumbai, India, with 2,396 tracked contacts and 974 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: November 5, 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 asset allocation platforms based in Mumbai, 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 | Dezervdezerv.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 690 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ionic Wealthionic.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 262 contacts → |
“Ionic Wealth | Co-founders in your journey of Wealth creation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mprofitmprofit.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 110 contacts → |
“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Midasx Officialmidasx.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 83 contacts → |
“EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Torus Digitaltorusdigital.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 78 contacts → |
“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | WYLTHwylth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 70 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ifanowifanow.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 70 contacts → |
“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Fisdom Private Wealthfisdomprivatewealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 64 contacts → |
“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Quant Mutualquant-mutual.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 63 contacts → |
“quant Money Managers Ltd.(QMML) is an investment management firm offering a diverse set of investment products across asset classes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 5nance.com5nance.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Northstar Analyticsns-analytics.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 57 contacts → |
“Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | OFA Fiinfrafiinfra.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 51 contacts → |
“Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Beyondirrbeyondirr.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 49 contacts → |
“Unlock the Potential of Your Wealth Business At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Teji Manditejimandi.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 46 contacts → |
“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Moneyfrog Financial Services Pvt. LTDmoneyfrog.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 39 contacts → |
“Making investing simpler through technology, transparency and human support.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | FYDAAfydaa.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 30 contacts → |
“Fydaa is building financial access for every corner of Bharat.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wright Researchwrightresearch.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 27 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fission Wealthfissionwealth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 16 contacts → |
“Fission Wealth Private Limited is based on the ethos of creating wealth for its clients by executing investment options (aligned to life goals) in a simple and seamless manner…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cube Wealthbankoncube.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“Simplified wealth creation for busy professionals We combine 4 magic ingredients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bharosabharosa.finance HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 11 contacts → |
“Wealth management has always rewarded those who could afford the best advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Index Funds Sahi HAIindexfundssahihai.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 10 contacts → |
“Index Funds Sahi Hai (IFSH) is a privately owned investment platform dedicated to making investing simple, transparent, and low cost through passive investment strategies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Arthya Wealth And Investments Pvt. LTDarthyawealth.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 9 contacts → |
“At Arthya Wealth and Investments Pvt.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Intelx Moneyintelxmoney.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 7 contacts → |
“Founded by financial industry veterans, IntelX Money assists High Networth Individuals & families in making better financial decisions, devising the appropriate succession plan…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wealthspring Pvt. LTDwealthspring.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“We understand complex financial needs of individuals & families and we offer unique products and services that can meet their requirements Wealthspring's multiple asset strategy…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 74 company matches
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Asset allocation platforms: dataset insights
November 5, 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
74 records in the displayed employee bands.
0 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 Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 74 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: November 5, 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 ↗
Asset allocation platforms by metro in India
Questions about this company list
What does Exact match mean for asset allocation 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 asset allocation platforms did RevenueBase find based in Mumbai, India?
The saved snapshot records 74 matching company records, 2,396 tracked contacts and 974 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: November 5, 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 asset allocation platforms based in Mumbai, India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/asset-allocation-platforms/india/mumbai.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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