Company lists · Data refreshed September 2026

Top 22 Digital wealth management platforms based in Pune, India

RevenueBase identified 96 digital wealth management platforms headquartered in Pune, India as of September 2026 and tracks 678 professional contacts across them, including 72 with verified work emails. Across India, Mumbai is the largest hub for this category (262 companies); Pune has 96.

This list covers digital wealth management platforms headquartered in Pune, 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 28, 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 28, 2026 86% judged on-target in blind review
96Companies
678Contacts tracked
72Verified emails
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The 22 largest digital wealth management platforms based in Pune, India

Ranked by team size
Top 22 of 96 digital wealth management platforms based in Pune, India, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to digital wealth management platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidencePune, IndiaHQ checked Sep 28, 20261-1027 contacts →

Indirect evidence

“Feeling overwhelmed by your finances?”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidencePune, IndiaHQ checked Sep 28, 202611-5021 contacts →

Partial evidence

“At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidencePune, IndiaHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidencePune, IndiaHQ checked Sep 28, 202611-5019 contacts →

Strong evidence

“A Financial Boutique that provides fair, realistic and meaningful solutions for your Wealth Management, Financial Freedom and making happiness, peace and abundance available to…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidencePune, IndiaHQ checked Sep 28, 20261-1015 contacts →

Indirect evidence

“PrimeWealth is an independent Financial Planning Firm headquartered in Pune.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidencePune, IndiaHQ checked Sep 28, 20261-1013 contacts →

Strong evidence

“At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidencePune, IndiaHQ checked Sep 28, 20261-1012 contacts →

Strong evidence

“Innovate Financial Services is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of Wealth Management, Investment…”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidencePune, IndiaHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“Future Vista is helping clients manage all aspects of their personal investments and finances.”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidencePune, IndiaHQ checked Sep 28, 20261-1010 contacts →

Strong evidence

“Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidencePune, IndiaHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

“The Goal Mantra of Shubbaan Investments is Prosperity for All.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidencePune, IndiaHQ checked Sep 28, 2026201-5008 contacts →

Indirect evidence

“Purnartha is the manifestation of a simple thought - to demystify the world of equity investments and create an ecosystem backed by unmatched expertise, transparency, and strong…”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidencePune, IndiaHQ checked Sep 28, 20261-108 contacts →

Strong evidence

“ARVO (Origin: Finnish / Meaning: Value, Worth, Calibre) is built to have a differentiated approach to Wealth Management & Client Service by combining large-firm resources &…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidencePune, IndiaHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“Perpetual Capital Advisors is a premier investment advisory firm (SEBI Registered Investment Advisers Registration No.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidencePune, IndiaHQ checked Sep 28, 202611-507 contacts →

Strong evidence

“At Rainbow Investments, our mission is to provide our clients with comprehensive, competent, customized, and classy best solutions in wealth creation and wealth management areas.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidencePune, IndiaHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidencePune, IndiaHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidencePune, IndiaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“is an online website of Vivek Mulay who is registered vide ARN- 24596 as a AMFI Registered Mutual Fund Distributor since 01-07-2004.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidencePune, IndiaHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“PWA is a new age Wealth Management and Investment Hedge firm based out of Pune.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidencePune, IndiaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“MyFundBazaar, your one-stop platform to your financial needs, tracks your spending patterns and optimises your savings - short-term and long-term.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidencePune, IndiaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“At Bodhi Wealth, we specialize in crafting meticulously balanced mutual fund portfolios tailored to empower our partners in achieving enduring wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidencePune, IndiaHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“At The Prudent Investor, we understand that everyone has different goals and expectations for managing their wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidencePune, IndiaHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Zentify is a boutique wealth management firm that aims to provide a whole new level of alignment and personal connection.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 22 of 96 digital wealth management platforms based in Pune, India

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Digital wealth management platforms based in Pune, India at a glance

As of Sep 28, 2026
10.6%Verified-email coverage
7.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
67
11-50
24
51-200
3
201-500
1

Email recency for this list is measured across the whole India list rather than for Pune, so it is reported there. Company counts and contact totals on this page are exact for Pune, over 96 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 wealth management platforms, 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 Pune, India whose own description of what they do matches “digital wealth management platforms”. 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 wealth management platforms), 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 wealth management platforms, and records with no verified work email. Companies headquartered outside Pune 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, 72 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 28, 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.

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 wealth management platforms, 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 wealth management platforms are there based in Pune, India?

RevenueBase identified 96 digital wealth management platforms headquartered in Pune, 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?

Spring Money, headquartered in Pune, tops this list with the largest team on record.

Which city in India has the most digital wealth management platforms?

Mumbai leads India with 262 headquartered companies, followed by Bangalore (99) and Pune (96).

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 72 verified decision-maker contacts tracked across these 96 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 28, 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.