Company lists · Data refreshed September 2026

Top 25 Embedded wealth management platforms based in Pune, India

Name: Embedded wealth management platforms based in Pune, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 109 companies tracked

RevenueBase identified 109 embedded wealth management platforms headquartered in Pune, India as of September 2026 and tracks 767 professional contacts across them, including 99 with verified work emails. Across India, Mumbai is the largest hub for this category (297 companies); Pune has 109.

This list covers embedded 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

109Companies

767Contacts tracked

99Verified emails

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The 25 largest embedded wealth management platforms based in Pune, India

Ranked by team size

Top 25 of 109 embedded 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 embedded 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	AIF & PMS Experts India	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	24 contacts →
	Strong evidence “AIF & PMS Experts India Pvt Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors.” Source: RevenueBase Database · checked Sep 28, 2026
2	Raya Wealth Private Limited	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	21 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
3	Cedrus Wealth Partners	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Source: RevenueBase Database · checked Sep 28, 2026
4	Pentagraph	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	19 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
5	Money Lancer Investments Pvt.Ltd	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	18 contacts →
	Strong evidence “Welcome to Money Lancer Investment Pvt Ltd, your premier destination for comprehensive investment and financial solutions tailored for wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
6	Primewealth	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	15 contacts →
	Indirect evidence “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Source: RevenueBase Database · checked Sep 28, 2026
7	Wise Turtle Finserv LLP	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Wise Turtle is founded with an objective to ensure Curated and Bespoke solutions for our High-Net-worth clients.” Source: RevenueBase Database · checked Sep 28, 2026
8	Pranitya Wealth LLP	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “Private Wealth Management for HNIs and Large Family Offices, Mutual Fund Distributors registered with SEBI” Source: RevenueBase Database · checked Sep 28, 2026
9	Moneyspring	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “At MoneySpring, we believe wealth is not built through chance - it’s built through clarity, structure, and compounding.” Source: RevenueBase Database · checked Sep 28, 2026
10	Mintwit Financial Services	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	13 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
11	Innovate Financial Services	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	12 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
12	Future Vista	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence “Future Vista is helping clients manage all aspects of their personal investments and finances.” Source: RevenueBase Database · checked Sep 28, 2026
13	Veracity Investment Management	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “Veracity Investment Management is an integrated distribution firm that specializes in offering a varied bouquet of customized services to people.” Source: RevenueBase Database · checked Sep 28, 2026
14	Perpetual Wealth Management	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	10 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
15	TOP Quartile Financial Services	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Top Quartile Financial Services Private Limited, located in Pune is a distributor of financial products specializing in financial planning, distribution of Mutual Funds, Portfolio…” Source: RevenueBase Database · checked Sep 28, 2026
16	Arvo Wealth	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	8 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
17	Growfinn Wealth Management	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	7 contacts →
	Strong evidence “Growfinn Wealth Management, established in 2008, is a boutique Wealth Management company.” Source: RevenueBase Database · checked Sep 28, 2026
18	Rainbow Investments	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	7 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
19	Insynch Wealth Management LLP	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	11-50	5 contacts →
	Strong evidence “A wealth management firm catering to mainly Mutual Fund distribution and Equity brooking.” Source: RevenueBase Database · checked Sep 28, 2026
20	Inertia Wealth Creators	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
21	Cresta Wealth	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	5 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
22	Aksh Advisors Private Limited	Indirect evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At Aksh Advisors, we merge unparalleled expertise with unwavering integrity to navigate the intricate landscape of finance.” Source: RevenueBase Database · checked Sep 28, 2026
23	Wediligent Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led…” Source: RevenueBase Database · checked Sep 28, 2026
24	Poona Wealth And Assets PVT LTD	Strong evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	2 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
25	Myfundbazaar	Partial evidence	Pune, IndiaHQ checked Sep 28, 2026	1-10	2 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

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: embedded wealth management platforms. 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 embedded wealth management platforms.
Partial evidence: Its own public description names part of embedded wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name embedded wealth management platforms. 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 109 embedded wealth management platforms based in Pune, India

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

As of Sep 28, 2026

12.9%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 109 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 embedded 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 “embedded 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 embedded 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 embedded 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, 99 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.

Embedded wealth management platforms by metro in India

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

RevenueBase identified 109 embedded 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?

AIF & PMS Experts India, headquartered in Pune, tops this list with the largest team on record.

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

Mumbai leads India with 297 headquartered companies, followed by New Delhi (111) and Pune (109).

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 99 verified decision-maker contacts tracked across these 109 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.