Company lists · Data refreshed November 2026

Top 25 Custodial investment platforms based in India

RevenueBase identified 582 company matches for custodial investment platforms associated with India as of November 2026 and tracks 39,103 professional contacts across them, including 6,128 with verified work emails. Mumbai is the largest hub.

This list covers company matches for custodial investment platforms 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built
582Companies
39,103Contacts tracked
6,128Verified emails
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The 25 largest custodial investment platforms based in India

Ranked by team size
Top 25 of 582 company matches for custodial investment platforms based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMumbai, IndiaHQ recorded Nov 5, 20261,001-5,0005,649 contacts →

Exact match

“Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2Exact matchMumbai, IndiaHQ recorded Nov 5, 202610001+5,250 contacts →

Exact match

“As a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Nov 5, 20261,001-5,0005,022 contacts →

Exact match

“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4Exact matchMumbai, IndiaHQ recorded Nov 5, 20261,001-5,0004,651 contacts →

Exact match

“HDFC securities has been serving a diverse customer base of retail and institutional investors, since Headquartered in Mumbai, it offers an exhaustive product suite to help its…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Nov 5, 20261,001-5,0002,098 contacts →

Exact match

“Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Nov 5, 2026501-1,0001,663 contacts →

Exact match

“With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Nov 5, 2026501-1,000873 contacts →

Exact match

“PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8Exact matchMumbai, IndiaHQ recorded Nov 5, 2026501-1,000690 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
9Exact matchBangalore, IndiaHQ recorded Nov 5, 20261,001-5,000666 contacts →

Exact match

“Founded in 2008, FundsIndia is a wealth management platform helping Indians build, manage, and grow their wealth through expert guidance, innovative technology, and a…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10Exact matchMumbai, IndiaHQ recorded Nov 5, 2026201-500353 contacts →

Exact match

“Experience a powerful trading platform, m.Stock with competitive pricing, backed by a global brand for all your investments, including Stocks, ETFs, IPOs, F&O, and Mutual Funds.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11Exact matchMumbai, IndiaHQ recorded Nov 5, 2026201-500338 contacts →

Exact match

“WHO ARE WE?”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12Exact matchMumbai, IndiaHQ recorded Nov 5, 2026201-500313 contacts →

Exact match

“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13Exact matchMumbai, IndiaHQ recorded Nov 5, 2026201-500262 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
14Exact matchGurgaon, IndiaHQ recorded Nov 5, 202651-200216 contacts →

Exact match

“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15Exact matchBengaluru East, IndiaHQ recorded Nov 5, 202651-200147 contacts →

Exact match

“At Groww Mutual Fund, our aim is to create steady, long-term wealth for you by balancing risks and returns.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Nov 5, 2026201-500146 contacts →

Exact match

“Welcome to InCred Money.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17Exact matchChennai, IndiaHQ recorded Nov 5, 2026501-1,000140 contacts →

Exact match

“Zebu: Your trusted partner for wealth creation and seamless trading, proudly serves over 1 Lakh+ clients as a trusted member of NSE, BSE, MCX, MSEI, and CDSL.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Nov 5, 202651-200138 contacts →

Exact match

“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19Exact matchMumbai, IndiaHQ recorded Nov 5, 20261,001-5,000130 contacts →

Exact match

“Nuvama Asset Services is a one-stop shop that meets the evolving needs of asset managers by offering an integrated suite of services across asset classes.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20Exact matchMumbai, IndiaHQ recorded Nov 5, 2026201-500121 contacts →

Exact match

“Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21Exact matchMumbai, IndiaHQ recorded Nov 5, 202651-200119 contacts →

Exact match

“Welcome to StoxBox, your ultimate technology-based Value Broker!”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22Exact matchKochi, IndiaHQ recorded Nov 5, 2026201-500117 contacts →

Exact match

“VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23Exact matchMumbai, IndiaHQ recorded Nov 5, 2026201-500112 contacts →

Exact match

“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24Exact matchMumbai, IndiaHQ recorded Nov 5, 202651-200110 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
25Exact matchMumbai, IndiaHQ recorded Nov 5, 202651-20098 contacts →

Exact match

“Founded in 1952, the JV Gokal (JVG) Group grew and acquired businesses in diverse industries across the globe.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

Showing 25 of 582 custodial investment platforms based in India

See the full list, filter by size, metro and specialty, and access 6,128 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Custodial investment platforms based in India at a glance

As of Nov 5, 2026
15.7%Verified-email coverage
67.2Average contacts per company
11-50Median size (employees)
19.8%Largest-city concentration · Mumbai
Nov 5, 2026Page data refreshed

Companies by employee count

1-10
287
11-50
179
51-200
57
201-500
31
501-1,000
9
1,001-5,000
9
5,001-10,000
2
10001+
2

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 582 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 “custodial investment 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 6,128 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.

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 “custodial investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many custodial investment platforms are there based in India?

RevenueBase identified 582 company matches for custodial investment platforms associated with 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?

Mirae Asset Sharekhan tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most custodial investment platforms?

Mumbai leads with 115 company records, followed by Bangalore (64) and New Delhi (29).

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 6,128 professional contacts with verified work emails tracked across these 582 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.

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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 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.