Company lists · Data refreshed October 2026
Top 25 Client relationship management companies for financial services based in India
RevenueBase identified 240 company matches for client relationship management companies for financial services associated with India as of October 2026 and tracks 2,388 professional contacts across them, including 223 with verified work emails. Bangalore is the largest hub.
This list covers company matches for client relationship management companies for financial services associated with 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 October 9, 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 client relationship management companies for financial services based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 79 contacts → | ||||
Exact match “Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 2 | 62 contacts → | ||||
Exact match “Finedge Services is now Trustner.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 3 | 60 contacts → | ||||
Exact match “Node Technologies is a product company and our product is called SalesGO ( SalesGO a mobile based sales force enablement product built on the ‘Salespeople First’ philosophy making…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 4 | 59 contacts → | ||||
Exact match “Established in 1987, SKI Capital Services is a premier financial services provider, focused on providing relationship-based advisory and a diverse range of financial products and…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 5 | 54 contacts → | ||||
Exact match “The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 6 | 53 contacts → | ||||
Exact match “Leela Fincare is an all-around financial partner for business corporates and individuals.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 7 | 50 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 · Oct 9, 2026 · View company records in RevenueBase | |||||
| 8 | 44 contacts → | ||||
Exact match “Most business owners find out what happened in their company two days late, from a person, in a WhatsApp message.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 9 | 29 contacts → | ||||
Exact match “Phoenix American SalesFocus Solutions India Pvt.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 10 | 24 contacts → | ||||
Exact match “Fortune is one of the most well-reputed financial services companies in South India and the first and only SEBI Registered Portfolio Manager in Coimbatore.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 11 | 24 contacts → | ||||
Exact match “Mastermind Money Solutions Pvt Ltd is a growing syndication company promoted by group of Chartered Accountants having experience of more than a decade.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 12 | 23 contacts → | ||||
Exact match “WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 13 | 21 contacts → | ||||
Exact match “Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 14 | 20 contacts → | ||||
Exact match “FinArray | Wealth Management & Financial Advisory – Ahmedabad, India [AMFI Registered Mutual Fund Distributor | ARN-229776 ] ISO 9001:2015 & ISO 27001:2022 Certified organization…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 15 | 17 contacts → | ||||
Exact match “360Enrich, a flagship product of CardInbox Technologies Pvt.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 16 | 17 contacts → | ||||
Exact match “KA Group of Companies is a trusted financial services company helping individuals and families grow, protect, and manage their wealth with confidence.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 17 | 16 contacts → | ||||
Exact match “CREYSTO: Affordable CRM for your business.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 18 | 15 contacts → | ||||
Exact match “Founded by Mr.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 19 | 14 contacts → | ||||
Exact match “Company Overview: V R Wealth Advisors was founded in May 2008 in Mumbai.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 20 | 14 contacts → | ||||
Exact match “We are AMFI Registered Mutual Fund Distributor (ARN - 90746), SIF Distributor, APMI Registered PMS Distributor.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 21 | 13 contacts → | ||||
Exact match “VND Wealth Pvt Ltd started stock broking in January 2004.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 22 | 13 contacts → | ||||
Exact match “At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 23 | 13 contacts → | ||||
Exact match “Veracity Investment Management is an integrated distribution firm that specializes in offering a varied bouquet of customized services to people.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 24 | 12 contacts → | ||||
Exact match “GetSet Infosol has been in business since 2021 offering business management services in the field of customer relations and custom salesforce development.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “WealthGenie AI is an integrated, AI-driven wealth management platform built for MFDs, IFAs, and wealth management firms.” Recorded in the RevenueBase company graph · Oct 9, 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 “client relationship management companies for financial services”. 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 240 client relationship management companies for financial services based in India
See the full list, filter by size, metro and specialty, and access 223 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client relationship management companies for financial services based in India at a glance
As of Oct 9, 2026Companies by employee count
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 240 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 India whose business descriptions match “client relationship management companies for financial services” 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 223 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 October 9, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “client relationship management companies for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client relationship management companies for financial services are there based in India?
RevenueBase identified 240 company matches for client relationship management companies for financial services associated with India as of October 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?
RRS tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most client relationship management companies for financial services?
Bangalore leads with 25 company records, followed by Mumbai (23) and Pune (12).
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 223 professional contacts with verified work emails tracked across these 240 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 October 9, 2026.
Ready to reach these companies? Verified emails and direct dials for all 240 client relationship management companies for financial services based in India. Start with a free account, no credit card.
Download this list →Related lists
Client relationship management companies for financial services by geography
- Client relationship management companies for financial services based in Sao Paulo, Brazil
- Client relationship management companies for financial services based in Toronto, Canada
- Client relationship management companies for financial services based in Paris, France
- Client relationship management companies for financial services based in London, United Kingdom
- Client relationship management companies for financial services based in New York, United States
- Client relationship management companies for financial services based in Australia
- Client relationship management companies for financial services based in Brazil
- Client relationship management companies for financial services based in Canada
- Client relationship management companies for financial services based in France
- Client relationship management companies for financial services based in Germany
- Client relationship management companies for financial services based in the Netherlands
- Client relationship management companies for financial services based in South Africa
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client relationship management companies for financial services based in Sao Paulo, Brazil
- Client relationship management companies for financial services based in Toronto, Canada
- Client relationship management companies for financial services based in Paris, France
- Client relationship management companies for financial services based in London, United Kingdom
- Client relationship management companies for financial services based in New York, United States
- Client relationship management companies for financial services based in Australia
Company intelligence · public preview
Top 25 client relationship management companies for financial services based in India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 240 matching company records for client relationship management companies for financial services based in India, with 2,388 tracked contacts and 223 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: October 9, 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 client relationship management companies for financial services based in 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 |  RRSrrs.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 79 contacts → |
“Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Trustnertrustner.in HQ: Guwahati, IndiaReported employees: 51-200 | Guwahati, India | 51-200 | Exact match | 62 contacts → |
“Finedge Services is now Trustner.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Salesgo CRM Technologiessalesgo.comHQ: IndiaReported employees: 11-50 | India | 11-50 | Exact match | 60 contacts → |
“Node Technologies is a product company and our product is called SalesGO ( SalesGO a mobile based sales force enablement product built on the ‘Salespeople First’ philosophy making…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  SKI Capital Services Limitedskicapital.netHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 59 contacts → |
“Established in 1987, SKI Capital Services is a premier financial services provider, focused on providing relationship-based advisory and a diverse range of financial products and…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Etica Wealth P LTDeticawealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 54 contacts → |
“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Leela Fincareleelafincare.com HQ: Goregaon East, IndiaReported employees: 51-200 | Goregaon East, India | 51-200 | Exact match | 53 contacts → |
“Leela Fincare is an all-around financial partner for business corporates and individuals.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  OFA Fiinfrafiinfra.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 50 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 · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Delipat ITdelipat.comHQ: Durgapur, IndiaReported employees: 11-50 | Durgapur, India | 11-50 | Exact match | 44 contacts → |
“Most business owners find out what happened in their company two days late, from a person, in a WhatsApp message.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Hyderabad, IndiaReported employees: 51-200 | Hyderabad, India | 51-200 | Exact match | 29 contacts → |
“Phoenix American SalesFocus Solutions India Pvt.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fortune Wealth Managementpms.fortunewmc.com HQ: Coimbatore, IndiaReported employees: 51-200 | Coimbatore, India | 51-200 | Exact match | 24 contacts → |
“Fortune is one of the most well-reputed financial services companies in South India and the first and only SEBI Registered Portfolio Manager in Coimbatore.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mastermind Money Solutions PVT LTDmymoneysolutions.in HQ: Navimumbai, IndiaReported employees: 201-500 | Navimumbai, India | 201-500 | Exact match | 24 contacts → |
“Mastermind Money Solutions Pvt Ltd is a growing syndication company promoted by group of Chartered Accountants having experience of more than a decade.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Webdev INCwebdevinc.netHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 23 contacts → |
“WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Finarrayfinarraywealth.comHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 20 contacts → |
“FinArray | Wealth Management & Financial Advisory – Ahmedabad, India [AMFI Registered Mutual Fund Distributor | ARN-229776 ] ISO 9001:2015 & ISO 27001:2022 Certified organization…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  360enrich360enrich.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 17 contacts → |
“360Enrich, a flagship product of CardInbox Technologies Pvt.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | KA Group Of Companieskagroup.in HQ: Surat, IndiaReported employees: 11-50 | Surat, India | 11-50 | Exact match | 17 contacts → |
“KA Group of Companies is a trusted financial services company helping individuals and families grow, protect, and manage their wealth with confidence.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Creystocreysto.comHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 16 contacts → |
“CREYSTO: Affordable CRM for your business.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  The Financial Mallthefinancialmall.comHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 15 contacts → |
“Founded by Mr.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | V R Wealth Advisors PVT LTDvrwealthadvisors.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“Company Overview: V R Wealth Advisors was founded in May 2008 in Mumbai.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | SWS Financial Solutions Pvt. LTDswsfspl.com HQ: Nashik, IndiaReported employees: 11-50 | Nashik, India | 11-50 | Exact match | 14 contacts → |
“We are AMFI Registered Mutual Fund Distributor (ARN - 90746), SIF Distributor, APMI Registered PMS Distributor.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  VND Wealthvndwealth.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 13 contacts → |
“VND Wealth Pvt Ltd started stock broking in January 2004.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Mintwit Financial Servicesmintwit.inHQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 13 contacts → |
“At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Veracity Investment Managementveracityinvestment.comHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 13 contacts → |
“Veracity Investment Management is an integrated distribution firm that specializes in offering a varied bouquet of customized services to people.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Getset Infosolgetsetinfosol.comHQ: Navsari, IndiaReported employees: 1-10 | Navsari, India | 1-10 | Exact match | 12 contacts → |
“GetSet Infosol has been in business since 2021 offering business management services in the field of customer relations and custom salesforce development.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wealthgenie Cagr Labs Pvt. LTDwealthgenie.ai HQ: Pimpri, IndiaReported employees: 1-10 | Pimpri, India | 1-10 | Exact match | 10 contacts → |
“WealthGenie AI is an integrated, AI-driven wealth management platform built for MFDs, IFAs, and wealth management firms.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 240 company matches
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Client relationship management companies for financial services: dataset insights
October 9, 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
240 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 worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 240 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: October 9, 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 ↗
Questions about this company list
What does Exact match mean for client relationship management companies for financial services?
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 client relationship management companies for financial services did RevenueBase find based in India?
The saved snapshot records 240 matching company records, 2,388 tracked contacts and 223 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: October 9, 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
Client relationship management companies for financial services by geography
- Client relationship management companies for financial services based in Sao Paulo, Brazil
- Client relationship management companies for financial services based in Toronto, Canada
- Client relationship management companies for financial services based in Paris, France
- Client relationship management companies for financial services based in London, United Kingdom
- Client relationship management companies for financial services based in New York, United States
- Client relationship management companies for financial services based in Australia
- Client relationship management companies for financial services based in Brazil
- Client relationship management companies for financial services based in Canada
- Client relationship management companies for financial services based in France
- Client relationship management companies for financial services based in Germany
- Client relationship management companies for financial services based in the Netherlands
- Client relationship management companies for financial services based in South Africa
Cite this list
RevenueBase Data Team. Top 25 client relationship management companies for financial services based in India. Snapshot: October 9, 2026. https://revenuebase.ai/companies/client-relationship-management-companies-for-financial-services/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client relationship management companies for financial services based in Sao Paulo, Brazil
- Client relationship management companies for financial services based in Toronto, Canada
- Client relationship management companies for financial services based in Paris, France
- Client relationship management companies for financial services based in London, United Kingdom
- Client relationship management companies for financial services based in New York, United States
- Client relationship management companies for financial services based in Australia
Company intelligence · public preview
Top 25 client relationship management companies for financial services based in India
RevenueBase records 240 matching company records for client relationship management companies for financial services based in India, with 2,388 tracked contacts and 223 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: October 9, 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 client relationship management companies for financial services based in 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 | RRSrrs.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 79 contacts → |
“Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Trustnertrustner.in HQ: Guwahati, IndiaReported employees: 51-200 | Guwahati, India | 51-200 | Exact match | 62 contacts → |
“Finedge Services is now Trustner.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Salesgo CRM Technologiessalesgo.com HQ: IndiaReported employees: 11-50 | India | 11-50 | Exact match | 60 contacts → |
“Node Technologies is a product company and our product is called SalesGO ( SalesGO a mobile based sales force enablement product built on the ‘Salespeople First’ philosophy making…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | SKI Capital Services Limitedskicapital.net HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 59 contacts → |
“Established in 1987, SKI Capital Services is a premier financial services provider, focused on providing relationship-based advisory and a diverse range of financial products and…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Etica Wealth P LTDeticawealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 54 contacts → |
“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Leela Fincareleelafincare.com HQ: Goregaon East, IndiaReported employees: 51-200 | Goregaon East, India | 51-200 | Exact match | 53 contacts → |
“Leela Fincare is an all-around financial partner for business corporates and individuals.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | OFA Fiinfrafiinfra.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 50 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 · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Delipat ITdelipat.com HQ: Durgapur, IndiaReported employees: 11-50 | Durgapur, India | 11-50 | Exact match | 44 contacts → |
“Most business owners find out what happened in their company two days late, from a person, in a WhatsApp message.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Hyderabad, IndiaReported employees: 51-200 | Hyderabad, India | 51-200 | Exact match | 29 contacts → |
“Phoenix American SalesFocus Solutions India Pvt.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fortune Wealth Managementpms.fortunewmc.com HQ: Coimbatore, IndiaReported employees: 51-200 | Coimbatore, India | 51-200 | Exact match | 24 contacts → |
“Fortune is one of the most well-reputed financial services companies in South India and the first and only SEBI Registered Portfolio Manager in Coimbatore.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mastermind Money Solutions PVT LTDmymoneysolutions.in HQ: Navimumbai, IndiaReported employees: 201-500 | Navimumbai, India | 201-500 | Exact match | 24 contacts → |
“Mastermind Money Solutions Pvt Ltd is a growing syndication company promoted by group of Chartered Accountants having experience of more than a decade.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Webdev INCwebdevinc.net HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 23 contacts → |
“WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Finarrayfinarraywealth.com HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 20 contacts → |
“FinArray | Wealth Management & Financial Advisory – Ahmedabad, India [AMFI Registered Mutual Fund Distributor | ARN-229776 ] ISO 9001:2015 & ISO 27001:2022 Certified organization…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 360enrich360enrich.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 17 contacts → |
“360Enrich, a flagship product of CardInbox Technologies Pvt.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | KA Group Of Companieskagroup.in HQ: Surat, IndiaReported employees: 11-50 | Surat, India | 11-50 | Exact match | 17 contacts → |
“KA Group of Companies is a trusted financial services company helping individuals and families grow, protect, and manage their wealth with confidence.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Creystocreysto.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 16 contacts → |
“CREYSTO: Affordable CRM for your business.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | The Financial Mallthefinancialmall.com HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 15 contacts → |
“Founded by Mr.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | V R Wealth Advisors PVT LTDvrwealthadvisors.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“Company Overview: V R Wealth Advisors was founded in May 2008 in Mumbai.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | SWS Financial Solutions Pvt. LTDswsfspl.com HQ: Nashik, IndiaReported employees: 11-50 | Nashik, India | 11-50 | Exact match | 14 contacts → |
“We are AMFI Registered Mutual Fund Distributor (ARN - 90746), SIF Distributor, APMI Registered PMS Distributor.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | VND Wealthvndwealth.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 13 contacts → |
“VND Wealth Pvt Ltd started stock broking in January 2004.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Mintwit Financial Servicesmintwit.in HQ: Pune, IndiaReported employees: 1-10 | Pune, India | 1-10 | Exact match | 13 contacts → |
“At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Veracity Investment Managementveracityinvestment.com HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 13 contacts → |
“Veracity Investment Management is an integrated distribution firm that specializes in offering a varied bouquet of customized services to people.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Getset Infosolgetsetinfosol.com HQ: Navsari, IndiaReported employees: 1-10 | Navsari, India | 1-10 | Exact match | 12 contacts → |
“GetSet Infosol has been in business since 2021 offering business management services in the field of customer relations and custom salesforce development.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wealthgenie Cagr Labs Pvt. LTDwealthgenie.ai HQ: Pimpri, IndiaReported employees: 1-10 | Pimpri, India | 1-10 | Exact match | 10 contacts → |
“WealthGenie AI is an integrated, AI-driven wealth management platform built for MFDs, IFAs, and wealth management firms.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 240 company matches
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Client relationship management companies for financial services: dataset insights
October 9, 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
240 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 worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 240 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: October 9, 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 ↗
Questions about this company list
What does Exact match mean for client relationship management companies for financial services?
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 client relationship management companies for financial services did RevenueBase find based in India?
The saved snapshot records 240 matching company records, 2,388 tracked contacts and 223 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: October 9, 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 client relationship management companies for financial services based in India. Snapshot: October 9, 2026. https://revenuebase.ai/companies/client-relationship-management-companies-for-financial-services/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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