Company lists · Data refreshed September 2026

Top 25 Digital portfolio advisors based in India

Name: Digital portfolio advisors based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 993 companies tracked

RevenueBase identified 993 digital portfolio advisors headquartered in India as of September 2026 and tracks 9,602 professional contacts across them, including 1,546 with verified work emails. Mumbai is the largest hub.

This list covers digital portfolio advisors 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

993Companies

9,602Contacts tracked

1,546Verified emails

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The 25 largest digital portfolio advisors based in India

Ranked by team size

Top 25 of 993 digital portfolio advisors 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 digital portfolio advisors: 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	PL Capital Group Prabhudas Lilladher	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	501-1,000	812 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
2	Dezerv	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	501-1,000	589 contacts →
	Indirect 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
3	Nuvama Group	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	1,001-5,000	448 contacts →
	Indirect evidence “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Source: RevenueBase Database · checked Sep 19, 2026
4	Whiteoak Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	201-500	323 contacts →
	Indirect evidence “WHO ARE WE?” Source: RevenueBase Database · checked Sep 19, 2026
5	SSJ Finance & Securities	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 19, 2026	201-500	268 contacts →
	Indirect evidence “For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Source: RevenueBase Database · checked Sep 19, 2026
6	Ionic Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	201-500	212 contacts →
	Indirect evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 19, 2026
7	Fintoo	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	149 contacts →
	Partial 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
8	Eastern Financiers LTD	Partial evidence	Kolkata, IndiaHQ checked Sep 19, 2026	201-500	128 contacts →
	Partial evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 19, 2026
9	Equirus Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	201-500	122 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
10	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
11	Buglerock Capital	Partial evidence	Bangalore, IndiaHQ checked Sep 19, 2026	51-200	82 contacts →
	Partial evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 19, 2026
12	Sundaram Alternates	Indirect evidence	Chennai, IndiaHQ checked Sep 19, 2026	201-500	67 contacts →
	Indirect evidence “Our clientele comprises of HNIs, family offices, domestic and international institutions.” Source: RevenueBase Database · checked Sep 19, 2026
13	Deven Choksey	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	64 contacts →
	Partial evidence “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Source: RevenueBase Database · checked Sep 19, 2026
14	Rurash Financials Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	59 contacts →
	Indirect evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 19, 2026
15	Trustner	Indirect evidence	Guwahati, IndiaHQ checked Sep 19, 2026	51-200	57 contacts →
	Indirect evidence “Finedge Services is now Trustner.” Source: RevenueBase Database · checked Sep 19, 2026
16	I CAP Financial Services	Indirect evidence	Bangalore, IndiaHQ checked Sep 19, 2026	11-50	51 contacts →
	Indirect evidence “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Source: RevenueBase Database · checked Sep 19, 2026
17	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
18	Etica Wealth P LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	51-200	48 contacts →
	Indirect evidence “The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.” Source: RevenueBase Database · checked Sep 19, 2026
19	Wealth Advisors India Pvt. LTD	Partial evidence	Chennai, IndiaHQ checked Sep 19, 2026	51-200	48 contacts →
	Partial evidence “Wealth Advisors (India) Pvt.” Source: RevenueBase Database · checked Sep 19, 2026
20	SMC Investments And Advisors Limited	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	1,001-5,000	46 contacts →
	Indirect evidence “SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Source: RevenueBase Database · checked Sep 19, 2026
21	Complete Circle Capital Pvt. LTD	Indirect evidence	New Delhi, IndiaHQ checked Sep 19, 2026	51-200	44 contacts →
	Indirect evidence “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Source: RevenueBase Database · checked Sep 19, 2026
22	Shree Consultants	Partial evidence	Chennai, IndiaHQ checked Sep 19, 2026	11-50	42 contacts →
	Partial evidence “An Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products.” Source: RevenueBase Database · checked Sep 19, 2026
23	Excelberg	Partial evidence	Bengaluru, IndiaHQ checked Sep 19, 2026	11-50	41 contacts →
	Partial evidence “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Source: RevenueBase Database · checked Sep 19, 2026
24	Goldmine Stocks PVT LTD	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 19, 2026	11-50	41 contacts →
	Indirect evidence “40 YEARS OF TOP - NOTCH SERVICE.” Source: RevenueBase Database · checked Sep 19, 2026
25	Fort Capital	Partial evidence	Mumbai, IndiaHQ checked Sep 19, 2026	11-50	34 contacts →
	Partial evidence “Fort Capital Investment Advisory Pvt.” 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: digital portfolio advisors. 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 digital portfolio advisors.
Partial evidence: Its own public description names part of digital portfolio advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital portfolio advisors. 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 993 digital portfolio advisors based in India

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Digital portfolio advisors based in India at a glance

As of Sep 19, 2026

16.1%Verified-email coverage

9.7Average contacts per company

1-10Median size (employees)

15.3%Largest-city concentration · Mumbai

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

604

11-50

298

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 993 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 digital portfolio advisors, 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 “digital portfolio advisors”. 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 digital portfolio advisors), 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 digital portfolio advisors, 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, 1,546 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.

Digital portfolio advisors by metro

Digital portfolio advisors in Mumbai152
Digital portfolio advisors in Pune66
Digital portfolio advisors in New Delhi59
Digital portfolio advisors in Bangalore48
Digital portfolio advisors in Ahmedabad44
Digital portfolio advisors in Bengaluru38
Digital portfolio advisors in Kolkata36
Digital portfolio advisors in Delhi31
Digital portfolio advisors in Chennai29
Digital portfolio advisors in Hyderabad25

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 digital portfolio advisors, 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 digital portfolio advisors are there based in India?

RevenueBase identified 993 digital portfolio advisors 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?

PL Capital Group Prabhudas Lilladher, headquartered in Worli Mumbai, tops this list with the largest team on record.

Which city has the most digital portfolio advisors?

Mumbai leads with 152 headquartered companies, followed by Pune (66) and New Delhi (59).

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 1,546 verified decision-maker contacts tracked across these 993 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.