Company lists · Data refreshed September 2026

Top 25 Automated investment management companies based in India

Name: Automated investment 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 446 companies tracked

RevenueBase identified 446 automated investment management companies headquartered in India as of September 2026 and tracks 5,204 professional contacts across them, including 1,353 with verified work emails. Mumbai is the largest hub.

This list covers automated investment 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

446Companies

5,204Contacts tracked

1,353Verified emails

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The 25 largest automated investment management companies based in India

Ranked by team size

Top 25 of 446 automated investment 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 automated investment 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	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	501-1,000	589 contacts →
	Strong 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
2	Fisdom	Partial evidence	Bengaluru North, IndiaHQ checked Sep 19, 2026	501-1,000	348 contacts →
	Partial evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 19, 2026
3	ET Money	Indirect evidence	Gurugram, IndiaHQ checked Sep 19, 2026	51-200	243 contacts →
	Indirect evidence “When you invest with intelligence, life opens up a wealth of choices.” Source: RevenueBase Database · checked Sep 19, 2026
4	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
5	Fintoo	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	149 contacts →
	Indirect 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
6	MFA	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	135 contacts →
	Indirect evidence “Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Source: RevenueBase Database · checked Sep 19, 2026
7	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
8	Midasx Official	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	80 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
9	Savart	Strong evidence	Hyderabad, IndiaHQ checked Sep 19, 2026	11-50	79 contacts →
	Strong evidence “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Source: RevenueBase Database · checked Sep 19, 2026
10	Kivi Capital	Strong evidence	Gurgaon, IndiaHQ checked Sep 19, 2026	51-200	58 contacts →
	Strong 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
11	5nance.com	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	58 contacts →
	Indirect evidence “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Source: RevenueBase Database · checked Sep 19, 2026
12	Teji Mandi	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	201-500	52 contacts →
	Indirect evidence “With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Source: RevenueBase Database · checked Sep 19, 2026
13	Vivekam Financial Services PVT LTD	Partial evidence	Hyderabad, IndiaHQ checked Sep 19, 2026	11-50	51 contacts →
	Partial evidence “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Source: RevenueBase Database · checked Sep 19, 2026
14	Investvalue Fintech	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	45 contacts →
	Partial 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
15	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
16	Firstrate Wealthtech	Partial evidence	Pune, IndiaHQ checked Sep 19, 2026	11-50	43 contacts →
	Partial evidence “Wealth Management and AI” Source: RevenueBase Database · checked Sep 19, 2026
17	Finatoz.com- Rightfocus Investments PVT LTD	Indirect evidence	Bengaluru, IndiaHQ checked Sep 19, 2026	11-50	41 contacts →
	Indirect evidence “Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.” Source: RevenueBase Database · checked Sep 19, 2026
18	Algobulls	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	37 contacts →
	Indirect evidence “AlgoBulls is an AI-backed algorithmic trading platform that democratizes trading for the masses.” Source: RevenueBase Database · checked Sep 19, 2026
19	Fintuple Technologies	Partial evidence	Chennai, IndiaHQ checked Sep 19, 2026	11-50	33 contacts →
	Partial 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
20	FYDAA	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	28 contacts →
	Indirect evidence “Fydaa is building financial access for every corner of Bharat.” Source: RevenueBase Database · checked Sep 19, 2026
21	Concept Investwell Pvt. LTD	Strong evidence	Surat, IndiaHQ checked Sep 19, 2026	11-50	26 contacts →
	Strong evidence “CONCEPT Investwell Private Limited is a boutique investment services company offering Portfolio Management (PMS) value-added services, Investment Advisory (IA), Mutual Fund, Debt…” Source: RevenueBase Database · checked Sep 19, 2026
22	Wright Research	Strong evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	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, 2026
23	Pickright Technologies	Indirect evidence	Bengaluru, IndiaHQ checked Sep 19, 2026	11-50	23 contacts →
	Indirect evidence “Grow wealth by investing in SEBI Registered Experts managed Personalized Diversified Portfolios.” Source: RevenueBase Database · checked Sep 19, 2026
24	Iarista	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “IArista Artha Pvt.” Source: RevenueBase Database · checked Sep 19, 2026
25	Goalteller	Partial evidence	Bangalore, IndiaHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” 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: automated investment 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 automated investment management companies.
Partial evidence: Its own public description names part of automated investment management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated investment 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 446 automated investment management companies based in India

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Automated investment management companies based in India at a glance

As of Sep 19, 2026

26.0%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

15.9%Largest-city concentration · Mumbai

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

273

11-50

133

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 446 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 automated investment 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 “automated investment 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 automated investment 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 automated investment 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, 1,353 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.

Automated investment management companies by metro

Automated investment management companies in Mumbai71
Automated investment management companies in Bangalore44
Automated investment management companies in Bengaluru40
Automated investment management companies in New Delhi25

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 automated investment 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 automated investment management companies are there based in India?

RevenueBase identified 446 automated investment 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?

Dezerv, headquartered in Delhi, India, tops this list with the largest team on record.

Which city has the most automated investment management companies?

Mumbai leads with 71 headquartered companies, followed by Bangalore (44) and Bengaluru (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 1,353 verified decision-maker contacts tracked across these 446 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.