Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Mumbai, India

Name: Financial advisory platforms based in Mumbai, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 663 companies tracked

RevenueBase identified 663 financial advisory platforms headquartered in Mumbai, India as of September 2026 and tracks 38,587 professional contacts across them, including 4,309 with verified work emails. Across India, Mumbai is the largest hub for this category.

This list covers financial advisory platforms headquartered in Mumbai, 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

663Companies

38,587Contacts tracked

4,309Verified emails

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The 25 largest financial advisory platforms based in Mumbai, India

Ranked by team size

Top 25 of 663 financial advisory platforms based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory 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	Icici Securities	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	7,289 contacts →
	Partial evidence “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Source: RevenueBase Database · checked Sep 28, 2026
2	Kotak Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	6,610 contacts →
	Indirect evidence “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Source: RevenueBase Database · checked Sep 28, 2026
3	SBI Securities	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	10001+	4,970 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
4	DHANI	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	10001+	1,762 contacts →
	Indirect evidence “Dhani Stocks Limited is one of India’s leading capital market companies providing securities and derivative broking services.” Source: RevenueBase Database · checked Sep 28, 2026
5	Choice	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	5,001-10,000	1,282 contacts →
	Indirect evidence “Choice Equity Broking Private Limited: SEBI Reg No.” Source: RevenueBase Database · checked Sep 28, 2026
6	Arihant Capital Markets LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	974 contacts →
	Partial evidence “Arihant Capital Markets Limited is a public limited company incorporated in 1992, with a mission to make every Indian financially independent by offering suitable investment…” Source: RevenueBase Database · checked Sep 28, 2026
7	1 Finance	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	945 contacts →
	Partial evidence “Most financial advice is built around products.” Source: RevenueBase Database · checked Sep 28, 2026
8	Emkay Global Financial Services LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	816 contacts →
	Indirect evidence “Connect and Converse with likeminded people, Contribute and share your thoughts.” Source: RevenueBase Database · checked Sep 28, 2026
9	5paisa	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	799 contacts →
	Indirect evidence “5paisa is a tech-first discount broker built by traders, for traders, offering a seamless investing & trading experience.” Source: RevenueBase Database · checked Sep 28, 2026
10	Jupiter	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	691 contacts →
	Partial evidence “Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Source: RevenueBase Database · checked Sep 28, 2026
11	TRUST	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	557 contacts →
	Strong evidence “TRUST Group is India’s leading institutionalized multi-line and multi-asset financial services platform ranging across investment banking solutions, capital market services…” Source: RevenueBase Database · checked Sep 28, 2026
12	1 Club	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	553 contacts →
	Partial evidence “1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Source: RevenueBase Database · checked Sep 28, 2026
13	Monarch Networth Capital LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	528 contacts →
	Partial evidence “Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Source: RevenueBase Database · checked Sep 28, 2026
14	BP Equities PVT LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	212 contacts →
	Indirect evidence “Where rich legacy and modern approach come together.” Source: RevenueBase Database · checked Sep 28, 2026
15	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	212 contacts →
	Partial 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 28, 2026
16	Credilio	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	180 contacts →
	Indirect evidence “Founded by a bunch of serial entrepreneurs having fintech and banking experience, Credilio is building the next generation tech-enabled distribution outfit for personal finance…” Source: RevenueBase Database · checked Sep 28, 2026
17	Parag Parikh Financial Advisory Services Limited	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	163 contacts →
	Strong evidence “Parag Parikh Financial Advisory Services Ltd.” Source: RevenueBase Database · checked Sep 28, 2026
18	Fintoo	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	149 contacts →
	Strong 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 28, 2026
19	Sanctum Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	139 contacts →
	Partial evidence “Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.” Source: RevenueBase Database · checked Sep 28, 2026
20	Ebixcash Financial Technologies	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	135 contacts →
	Partial evidence “EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Source: RevenueBase Database · checked Sep 28, 2026
21	Fisdom Private Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	122 contacts →
	Indirect evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 28, 2026
22	Incred Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	118 contacts →
	Indirect evidence “Welcome to InCred Money.” Source: RevenueBase Database · checked Sep 28, 2026
23	Pioneer Investcorp	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	117 contacts →
	Indirect evidence “Pioneer Investcorp (PINC) is one of India’s leading investment Bankers and Institutional Brokers.” Source: RevenueBase Database · checked Sep 28, 2026
24	Stoxbox	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	115 contacts →
	Indirect evidence “Welcome to StoxBox, your ultimate technology-based Value Broker!” Source: RevenueBase Database · checked Sep 28, 2026
25	Mprofit	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	98 contacts →
	Partial evidence “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” 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: financial advisory 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 financial advisory platforms.
Partial evidence: Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory 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 663 financial advisory platforms based in Mumbai, India

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Financial advisory platforms based in Mumbai, India at a glance

As of Sep 28, 2026

11.2%Verified-email coverage

58.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

363

11-50

201

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 663 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 financial advisory 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 Mumbai, India whose own description of what they do matches “financial advisory 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 financial advisory 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 financial advisory platforms, and records with no verified work email. Companies headquartered outside Mumbai 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, 4,309 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.

Financial advisory 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 financial advisory 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 financial advisory platforms are there based in Mumbai, India?

RevenueBase identified 663 financial advisory platforms headquartered in Mumbai, 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?

Icici Securities, headquartered in Mumbai, tops this list with the largest team on record.

Which city in India has the most financial advisory platforms?

Mumbai leads India with 663 headquartered companies, followed by Pune (257) and New Delhi (252).

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 4,309 verified decision-maker contacts tracked across these 663 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.