Company lists · Data refreshed September 2026
Top 25 Financial services CRM companies based in India
RevenueBase identified 552 company matches for financial services CRM companies associated with India as of September 2026 and tracks 25,727 professional contacts across them, including 3,781 with verified work emails. Mumbai is the largest hub.
This list covers company matches for financial services CRM companies 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 September 28, 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.
The 25 largest financial services CRM companies based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,208 contacts → | ||||
Exact match “Motilal Oswal Financial Services Ltd.(MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 2,161 contacts → | ||||
Exact match “Established In 1990, SMC is a well-diversified financial services company in India offering services across brokerage (across the asset classes of equities (cash and derivatives)…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 528 contacts → | ||||
Exact match “Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 331 contacts → | ||||
Exact match “Better way to manage your money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 294 contacts → | ||||
Exact match “Ashika is India's one of the leading retail financial services group.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 231 contacts → | ||||
Exact match “Vtiger is a leading Cloud CRM solution architected on an industry leading Open Source Core.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 140 contacts → | ||||
Exact match “PANOBIZ The People Partner meets the staffing & sales force management needs of corporates, especially in the banking, financial services and insurance industry in India” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 134 contacts → | ||||
Exact match “Consulting, Technology and Outsourcing services to financial market participants.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 78 contacts → | ||||
Exact match “Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 65 contacts → | ||||
Exact match “Node Technologies is a product company and our product is called SalesGO ( SalesGO a mobile based sales force enablement product built on the ‘Salespeople First’ philosophy making…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 62 contacts → | ||||
Exact match “Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 58 contacts → | ||||
Exact match “Leela Fincare is an all-around financial partner for business corporates and individuals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 57 contacts → | ||||
Exact match “Finedge Services is now Trustner.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 52 contacts → | ||||
Exact match “Wealth Right is a visionary financial services company founded by experienced industry executives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 51 contacts → | ||||
Exact match “Infinity eServices is one of the most exciting Start-Up firms, into its 5th year of operations founded by 2 first generation Professionals Entrepreneurs, with 16+ years of…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 50 contacts → | ||||
Exact match “NVS Brokerage is a financial services company based in India.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 47 contacts → | ||||
Exact match “Entire BFSI services on one smart platform with free shareables, website, lead management system, dedicated RM & timely payouts, grow income without limits.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 43 contacts → | ||||
Exact match “We are an award winning, efficient & customer centric fin-tech platform trusted by well known financial institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 43 contacts → | ||||
Exact match “Most business owners find out what happened in their company two days late, from a person, in a WhatsApp message.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 39 contacts → | ||||
Exact match “About Equity, Derivative, Commodity, Currency Broking.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 34 contacts → | ||||
Exact match “Gruslabs Software Solutions Pvt.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 30 contacts → | ||||
Exact match “InvesTek is a New Age Full Stack Financial Services Company which Leverages Technology and Data Points to provide Comprehensive Solutions for High-Performing Entrepreneurs and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 29 contacts → | ||||
Exact match “We help businesses develop strategic competitive advantages by leveraging lasting human relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 24 contacts → | ||||
Exact match “At Vettrix CRM, we're passionate about helping our customers achieve their business goals through innovative technology solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 24 contacts → | ||||
Exact match “We are a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial services CRM companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 552 financial services CRM companies based in India
See the full list, filter by size, metro and specialty, and access 3,781 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services CRM companies based in India at a glance
As of Sep 28, 2026Companies by employee count
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 552 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 “financial services CRM companies” 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 3,781 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 September 28, 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.
Financial services CRM companies by metro
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 “financial services CRM companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services CRM companies are there based in India?
RevenueBase identified 552 company matches for financial services CRM companies associated with India as of September 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?
Motilal Oswal Financial Services LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services CRM companies?
Mumbai leads with 69 company records, followed by Bangalore (38) and New Delhi (32).
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 3,781 professional contacts with verified work emails tracked across these 552 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 September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 552 financial services CRM companies based in India. Start with a free account, no credit card.
Download this list →Related lists
Financial services CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
- Financial services CRM companies based in the United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
Company intelligence · public preview
Top 25 financial services CRM companies based in India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 552 matching company records for financial services CRM companies based in India, with 25,727 tracked contacts and 3,781 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services CRM companies based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Motilal Oswal Financial Services LTDmotilaloswalgroup.com HQ: Mumbai, IndiaReported employees: 10001+ | Mumbai, India | 10001+ | Exact match | 13,208 contacts → |
“Motilal Oswal Financial Services Ltd.(MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  SMC Groupsmctradeonline.comHQ: New Delhi, IndiaReported employees: 1,001-5,000 | New Delhi, India | 1,001-5,000 | Exact match | 2,161 contacts → |
“Established In 1990, SMC is a well-diversified financial services company in India offering services across brokerage (across the asset classes of equities (cash and derivatives)…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Monarch Networth Capital LTDmnclgroup.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 528 contacts → |
“Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Raise Financial Servicesraiseholding.coHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 331 contacts → |
“Better way to manage your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ashika Groupashikagroup.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 294 contacts → |
“Ashika is India's one of the leading retail financial services group.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Vtiger CRMvtiger.comHQ: Rajajinagar, IndiaReported employees: 51-200 | Rajajinagar, India | 51-200 | Exact match | 231 contacts → |
“Vtiger is a leading Cloud CRM solution architected on an industry leading Open Source Core.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Panobiz Business Technologies PVT LTDpanobiz.inHQ: Chennai, IndiaReported employees: 501-1,000 | Chennai, India | 501-1,000 | Exact match | 140 contacts → |
“PANOBIZ The People Partner meets the staffing & sales force management needs of corporates, especially in the banking, financial services and insurance industry in India” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Secmark Consultancy Limitedsecmark.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 134 contacts → |
“Consulting, Technology and Outsourcing services to financial market participants.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  RRSrrs.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 78 contacts → |
“Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Salesgo CRM Technologiessalesgo.comHQ: IndiaReported employees: 11-50 | India | 11-50 | Exact match | 65 contacts → |
“Node Technologies is a product company and our product is called SalesGO ( SalesGO a mobile based sales force enablement product built on the ‘Salespeople First’ philosophy making…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Finwalletfinwallet.co.in HQ: Madurai, IndiaReported employees: 11-50 | Madurai, India | 11-50 | Exact match | 62 contacts → |
“Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Leela Fincareleelafincare.com HQ: Goregaon East, IndiaReported employees: 51-200 | Goregaon East, India | 51-200 | Exact match | 58 contacts → |
“Leela Fincare is an all-around financial partner for business corporates and individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Trustnertrustner.in HQ: Guwahati, IndiaReported employees: 51-200 | Guwahati, India | 51-200 | Exact match | 57 contacts → |
“Finedge Services is now Trustner.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Wealthrightwealth-right.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 52 contacts → |
“Wealth Right is a visionary financial services company founded by experienced industry executives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Infinity Eservices Pvt. LTDinfinityeservices.comHQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 51 contacts → |
“Infinity eServices is one of the most exciting Start-Up firms, into its 5th year of operations founded by 2 first generation Professionals Entrepreneurs, with 16+ years of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  NVS Brokeragenvsbrokerage.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 50 contacts → |
“NVS Brokerage is a financial services company based in India.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Investkraftinvestkraft.comHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 47 contacts → |
“Entire BFSI services on one smart platform with free shareables, website, lead management system, dedicated RM & timely payouts, grow income without limits.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Esthenos Technologies Pvt. LTDesthenos.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 43 contacts → |
“We are an award winning, efficient & customer centric fin-tech platform trusted by well known financial institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Delipat ITdelipat.comHQ: Durgapur, IndiaReported employees: 11-50 | Durgapur, India | 11-50 | Exact match | 43 contacts → |
“Most business owners find out what happened in their company two days late, from a person, in a WhatsApp message.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Magnum Equity Broking Limitedmagnum.co.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 39 contacts → |
“About Equity, Derivative, Commodity, Currency Broking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Indore, IndiaReported employees: 11-50 | Indore, India | 11-50 | Exact match | 34 contacts → |
“Gruslabs Software Solutions Pvt.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Investekinvestek.inHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 30 contacts → |
“InvesTek is a New Age Full Stack Financial Services Company which Leverages Technology and Data Points to provide Comprehensive Solutions for High-Performing Entrepreneurs and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Global Groupware Solutionsemploywise.comHQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 29 contacts → |
“We help businesses develop strategic competitive advantages by leveraging lasting human relationships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Vettrixvettrix.comHQ: Coimbatore, IndiaReported employees: 11-50 | Coimbatore, India | 11-50 | Exact match | 24 contacts → |
“At Vettrix CRM, we're passionate about helping our customers achieve their business goals through innovative technology solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Mudra Portfoliomudraportfolio.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 24 contacts → |
“We are a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 552 company matches
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Financial services CRM companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
550 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 552 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services CRM companies by metro
Questions about this company list
What does Exact match mean for financial services CRM companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services CRM companies did RevenueBase find based in India?
The saved snapshot records 552 matching company records, 25,727 tracked contacts and 3,781 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
- Financial services CRM companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services CRM companies based in India. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-crm-companies/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
Company intelligence · public preview
Top 25 financial services CRM companies based in India
RevenueBase records 552 matching company records for financial services CRM companies based in India, with 25,727 tracked contacts and 3,781 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services CRM companies based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Motilal Oswal Financial Services LTDmotilaloswalgroup.com HQ: Mumbai, IndiaReported employees: 10001+ | Mumbai, India | 10001+ | Exact match | 13,208 contacts → |
“Motilal Oswal Financial Services Ltd.(MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | SMC Groupsmctradeonline.com HQ: New Delhi, IndiaReported employees: 1,001-5,000 | New Delhi, India | 1,001-5,000 | Exact match | 2,161 contacts → |
“Established In 1990, SMC is a well-diversified financial services company in India offering services across brokerage (across the asset classes of equities (cash and derivatives)…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Monarch Networth Capital LTDmnclgroup.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 528 contacts → |
“Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Raise Financial Servicesraiseholding.co HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 331 contacts → |
“Better way to manage your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ashika Groupashikagroup.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 294 contacts → |
“Ashika is India's one of the leading retail financial services group.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Vtiger CRMvtiger.com HQ: Rajajinagar, IndiaReported employees: 51-200 | Rajajinagar, India | 51-200 | Exact match | 231 contacts → |
“Vtiger is a leading Cloud CRM solution architected on an industry leading Open Source Core.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Panobiz Business Technologies PVT LTDpanobiz.in HQ: Chennai, IndiaReported employees: 501-1,000 | Chennai, India | 501-1,000 | Exact match | 140 contacts → |
“PANOBIZ The People Partner meets the staffing & sales force management needs of corporates, especially in the banking, financial services and insurance industry in India” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Secmark Consultancy Limitedsecmark.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 134 contacts → |
“Consulting, Technology and Outsourcing services to financial market participants.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | RRSrrs.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 78 contacts → |
“Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Salesgo CRM Technologiessalesgo.com HQ: IndiaReported employees: 11-50 | India | 11-50 | Exact match | 65 contacts → |
“Node Technologies is a product company and our product is called SalesGO ( SalesGO a mobile based sales force enablement product built on the ‘Salespeople First’ philosophy making…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Finwalletfinwallet.co.in HQ: Madurai, IndiaReported employees: 11-50 | Madurai, India | 11-50 | Exact match | 62 contacts → |
“Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Leela Fincareleelafincare.com HQ: Goregaon East, IndiaReported employees: 51-200 | Goregaon East, India | 51-200 | Exact match | 58 contacts → |
“Leela Fincare is an all-around financial partner for business corporates and individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Trustnertrustner.in HQ: Guwahati, IndiaReported employees: 51-200 | Guwahati, India | 51-200 | Exact match | 57 contacts → |
“Finedge Services is now Trustner.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wealthrightwealth-right.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 52 contacts → |
“Wealth Right is a visionary financial services company founded by experienced industry executives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Infinity Eservices Pvt. LTDinfinityeservices.com HQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 51 contacts → |
“Infinity eServices is one of the most exciting Start-Up firms, into its 5th year of operations founded by 2 first generation Professionals Entrepreneurs, with 16+ years of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | NVS Brokeragenvsbrokerage.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 50 contacts → |
“NVS Brokerage is a financial services company based in India.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Investkraftinvestkraft.com HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 47 contacts → |
“Entire BFSI services on one smart platform with free shareables, website, lead management system, dedicated RM & timely payouts, grow income without limits.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Esthenos Technologies Pvt. LTDesthenos.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 43 contacts → |
“We are an award winning, efficient & customer centric fin-tech platform trusted by well known financial institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Delipat ITdelipat.com HQ: Durgapur, IndiaReported employees: 11-50 | Durgapur, India | 11-50 | Exact match | 43 contacts → |
“Most business owners find out what happened in their company two days late, from a person, in a WhatsApp message.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Magnum Equity Broking Limitedmagnum.co.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 39 contacts → |
“About Equity, Derivative, Commodity, Currency Broking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Indore, IndiaReported employees: 11-50 | Indore, India | 11-50 | Exact match | 34 contacts → |
“Gruslabs Software Solutions Pvt.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Investekinvestek.in HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 30 contacts → |
“InvesTek is a New Age Full Stack Financial Services Company which Leverages Technology and Data Points to provide Comprehensive Solutions for High-Performing Entrepreneurs and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Global Groupware Solutionsemploywise.com HQ: Gurgaon, IndiaReported employees: 11-50 | Gurgaon, India | 11-50 | Exact match | 29 contacts → |
“We help businesses develop strategic competitive advantages by leveraging lasting human relationships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Vettrixvettrix.com HQ: Coimbatore, IndiaReported employees: 11-50 | Coimbatore, India | 11-50 | Exact match | 24 contacts → |
“At Vettrix CRM, we're passionate about helping our customers achieve their business goals through innovative technology solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mudra Portfoliomudraportfolio.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 24 contacts → |
“We are a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 552 company matches
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Financial services CRM companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
550 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 552 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services CRM companies by metro
Questions about this company list
What does Exact match mean for financial services CRM companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services CRM companies did RevenueBase find based in India?
The saved snapshot records 552 matching company records, 25,727 tracked contacts and 3,781 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
- Financial services CRM companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services CRM companies based in India. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-crm-companies/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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