Company lists · Data refreshed October 2026
Top 25 Global wealth management companies based in India
RevenueBase identified 2,308 company matches for global wealth management companies associated with India as of October 2026 and tracks 66,886 professional contacts across them, including 7,550 with verified work emails. Mumbai is the largest hub.
This list covers company matches for global wealth management 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 October 13, 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 global wealth management companies based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,388 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 · Oct 13, 2026 · View company records in RevenueBase | |||||
| 2 | 12,404 contacts → | ||||
Exact match “IIFL group is one of India's largest diversified financial services conglomerates with three listed entities - IIFL Finance, IIFL Securities and 360 ONE Wealth & Asset Management.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 3 | 2,210 contacts → | ||||
Exact match “Bonanza: Trusted Financial Partner for Over 30 Years Bonanza has been at the forefront of India’s financial services industry for over three decades, delivering excellence in…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 4 | 1,904 contacts → | ||||
Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 5 | 834 contacts → | ||||
Exact match “PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 6 | 822 contacts → | ||||
Exact match “Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 7 | 668 contacts → | ||||
Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 8 | 565 contacts → | ||||
Exact match “TRUST Group is India’s leading institutionalized multi-line and multi-asset financial services platform ranging across investment banking solutions, capital market services…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 9 | 529 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 · Oct 13, 2026 · View company records in RevenueBase | |||||
| 10 | 473 contacts → | ||||
Exact match “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 11 | 427 contacts → | ||||
Exact match “Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 12 | 383 contacts → | ||||
Exact match “SMIFS Limited is a leading wealth management and financial services company with 33+ years of experience in helping investors, HNIs, corporates, and institutions build, grow, and…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 13 | 345 contacts → | ||||
Exact match “ASK is a renowned Financial Services Group and is a leading player in the Asset & Wealth Management business.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 14 | 321 contacts → | ||||
Exact match “Neo Group is a new-age wealth, asset and risk management platform that aims to provide clients with unbiased investment solutions in a transparent and cost-efficient manner.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 15 | 303 contacts → | ||||
Exact match “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 16 | 289 contacts → | ||||
Exact match “Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 17 | 247 contacts → | ||||
Exact match “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 18 | 217 contacts → | ||||
Exact match “LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 19 | 206 contacts → | ||||
Exact match “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 20 | 183 contacts → | ||||
Exact match “Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 21 | 172 contacts → | ||||
Exact match “Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 22 | 169 contacts → | ||||
Exact match “With a legacy spanning over 140 years, B&K (Batlivala & Karani) stands as one of the oldest financial services groups in India.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 23 | 156 contacts → | ||||
Exact match “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 24 | 132 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 25 | 117 contacts → | ||||
Exact match “Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded in the RevenueBase company graph · Oct 13, 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 “global wealth management 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 2,308 global wealth management companies based in India
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Global wealth management companies based in India at a glance
As of Oct 13, 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 2,308 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 “global wealth management 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 7,550 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 October 13, 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.
Global wealth management companies by metro
- Global wealth management companies in Mumbai392
- Global wealth management companies in Bangalore170
- Global wealth management companies in Pune157
- Global wealth management companies in New Delhi141
- Global wealth management companies in Kolkata104
- Global wealth management companies in Ahmedabad89
- Global wealth management companies in Gurgaon74
- Global wealth management companies in Noida65
- Global wealth management companies in Chennai64
- Global wealth management companies in Hyderabad59
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 “global wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many global wealth management companies are there based in India?
RevenueBase identified 2,308 company matches for global wealth management companies associated with India as of October 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 global wealth management companies?
Mumbai leads with 392 company records, followed by Bangalore (170) and Pune (157).
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 7,550 professional contacts with verified work emails tracked across these 2,308 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 October 13, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,308 global wealth management companies based in India. Start with a free account, no credit card.
Download this list →Related lists
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- Global wealth management companies based in Belo Horizonte, Brazil
- Global wealth management companies based in Curitiba, Brazil
- Global wealth management companies based in Porto Alegre, Brazil
- Global wealth management companies based in Rio De Janeiro, Brazil
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.
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Company intelligence · public preview
Top 25 global wealth management 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 2,308 matching company records for global wealth management companies based in India, with 66,886 tracked contacts and 7,550 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: October 13, 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 global wealth management 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 | 13,388 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 · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Iifl India Infoline Groupindiainfoline.comHQ: Mumbai, IndiaReported employees: 10001+ | Mumbai, India | 10001+ | Exact match | 12,404 contacts → |
“IIFL group is one of India's largest diversified financial services conglomerates with three listed entities - IIFL Finance, IIFL Securities and 360 ONE Wealth & Asset Management.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bonanza Portfolio LTDbonanzagroup.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 2,210 contacts → |
“Bonanza: Trusted Financial Partner for Over 30 Years Bonanza has been at the forefront of India’s financial services industry for over three decades, delivering excellence in…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Iifl Capital Services Limitediiflcapital.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 1,904 contacts → |
“IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  PL Capital Group Prabhudas Lilladherplindia.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 834 contacts → |
“PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Emkay Global Financial Services LTDemkayglobal.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 822 contacts → |
“Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Dezervdezerv.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 668 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  TRUSTtrustgroup.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 565 contacts → |
“TRUST Group is India’s leading institutionalized multi-line and multi-asset financial services platform ranging across investment banking solutions, capital market services…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Monarch Networth Capital LTDmnclgroup.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 529 contacts → |
“Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nuvama Groupnuvama.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 473 contacts → |
“Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  SPA Capital Services LTDspacapital.comHQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 427 contacts → |
“Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Smifs Limitedsmifs.comHQ: Kolkata, IndiaReported employees: 501-1,000 | Kolkata, India | 501-1,000 | Exact match | 383 contacts → |
“SMIFS Limited is a leading wealth management and financial services company with 33+ years of experience in helping investors, HNIs, corporates, and institutions build, grow, and…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  ASK Asset & Wealth Managementaskfinancials.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 345 contacts → |
“ASK is a renowned Financial Services Group and is a leading player in the Asset & Wealth Management business.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | NEO Wealth And Asset Managementneo-group.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 321 contacts → |
“Neo Group is a new-age wealth, asset and risk management platform that aims to provide clients with unbiased investment solutions in a transparent and cost-efficient manner.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Incred Wealthincredwealth.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 303 contacts → |
“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Client Associatesclientassociates.comHQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 289 contacts → |
“Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ionic Wealthionic.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 247 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | LGT Wealth Indialgtindia.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 217 contacts → |
“LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fincart Financial Plannersfincart.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 206 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wise Finservwisefinserv.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 183 contacts → |
“Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Indiassetzindiassetz.comHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 172 contacts → |
“Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Batlivala & Karani Groupbksec.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 169 contacts → |
“With a legacy spanning over 140 years, B&K (Batlivala & Karani) stands as one of the oldest financial services groups in India.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Analahanalah.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 156 contacts → |
“Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Sanctum Wealthsanctumwealth.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 132 contacts → |
“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.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Equirus Wealthequiruswealth.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 117 contacts → |
“Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,308 company matches
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Global wealth management companies: dataset insights
October 13, 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
2,306 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 2,308 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: October 13, 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 ↗
Global wealth management companies by metro
- Global wealth management companies in Mumbai392
- Global wealth management companies in Bangalore170
- Global wealth management companies in Pune157
- Global wealth management companies in New Delhi141
- Global wealth management companies in Kolkata104
- Global wealth management companies in Ahmedabad89
- Global wealth management companies in Gurgaon74
- Global wealth management companies in Noida65
- Global wealth management companies in Chennai64
- Global wealth management companies in Hyderabad59
Questions about this company list
What does Exact match mean for global wealth management 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 global wealth management companies did RevenueBase find based in India?
The saved snapshot records 2,308 matching company records, 66,886 tracked contacts and 7,550 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: October 13, 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
Global wealth management companies by geography
- Global wealth management companies based in Buenos Aires, Argentina
- Global wealth management companies based in Adelaide, Australia
- Global wealth management companies based in Brisbane City, Australia
- Global wealth management companies based in Brisbane, Australia
- Global wealth management companies based in Melbourne, Australia
- Global wealth management companies based in Perth, Australia
- Global wealth management companies based in Sydney, Australia
- Global wealth management companies based in Vienna, Austria
- Global wealth management companies based in Belo Horizonte, Brazil
- Global wealth management companies based in Curitiba, Brazil
- Global wealth management companies based in Porto Alegre, Brazil
- Global wealth management companies based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 25 global wealth management companies based in India. Snapshot: October 13, 2026. https://revenuebase.ai/companies/global-wealth-management-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
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- Global wealth management companies based in Buenos Aires, Argentina
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- Global wealth management companies based in Perth, Australia
Company intelligence · public preview
Top 25 global wealth management companies based in India
RevenueBase records 2,308 matching company records for global wealth management companies based in India, with 66,886 tracked contacts and 7,550 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: October 13, 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 global wealth management 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 | 13,388 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 · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Iifl India Infoline Groupindiainfoline.com HQ: Mumbai, IndiaReported employees: 10001+ | Mumbai, India | 10001+ | Exact match | 12,404 contacts → |
“IIFL group is one of India's largest diversified financial services conglomerates with three listed entities - IIFL Finance, IIFL Securities and 360 ONE Wealth & Asset Management.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bonanza Portfolio LTDbonanzagroup.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 2,210 contacts → |
“Bonanza: Trusted Financial Partner for Over 30 Years Bonanza has been at the forefront of India’s financial services industry for over three decades, delivering excellence in…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Iifl Capital Services Limitediiflcapital.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 1,904 contacts → |
“IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | PL Capital Group Prabhudas Lilladherplindia.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 834 contacts → |
“PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Emkay Global Financial Services LTDemkayglobal.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 822 contacts → |
“Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Dezervdezerv.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 668 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | TRUSTtrustgroup.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 565 contacts → |
“TRUST Group is India’s leading institutionalized multi-line and multi-asset financial services platform ranging across investment banking solutions, capital market services…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Monarch Networth Capital LTDmnclgroup.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 529 contacts → |
“Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nuvama Groupnuvama.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 473 contacts → |
“Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | SPA Capital Services LTDspacapital.com HQ: New Delhi, IndiaReported employees: 201-500 | New Delhi, India | 201-500 | Exact match | 427 contacts → |
“Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Smifs Limitedsmifs.com HQ: Kolkata, IndiaReported employees: 501-1,000 | Kolkata, India | 501-1,000 | Exact match | 383 contacts → |
“SMIFS Limited is a leading wealth management and financial services company with 33+ years of experience in helping investors, HNIs, corporates, and institutions build, grow, and…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ASK Asset & Wealth Managementaskfinancials.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 345 contacts → |
“ASK is a renowned Financial Services Group and is a leading player in the Asset & Wealth Management business.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | NEO Wealth And Asset Managementneo-group.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 321 contacts → |
“Neo Group is a new-age wealth, asset and risk management platform that aims to provide clients with unbiased investment solutions in a transparent and cost-efficient manner.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Incred Wealthincredwealth.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 303 contacts → |
“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Client Associatesclientassociates.com HQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 289 contacts → |
“Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ionic Wealthionic.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 247 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | LGT Wealth Indialgtindia.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 217 contacts → |
“LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fincart Financial Plannersfincart.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 206 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wise Finservwisefinserv.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 183 contacts → |
“Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Indiassetzindiassetz.com HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 172 contacts → |
“Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Batlivala & Karani Groupbksec.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 169 contacts → |
“With a legacy spanning over 140 years, B&K (Batlivala & Karani) stands as one of the oldest financial services groups in India.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Analahanalah.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 156 contacts → |
“Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Sanctum Wealthsanctumwealth.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 132 contacts → |
“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.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Equirus Wealthequiruswealth.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 117 contacts → |
“Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,308 company matches
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Global wealth management companies: dataset insights
October 13, 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
2,306 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 2,308 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: October 13, 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 ↗
Global wealth management companies by metro
- Global wealth management companies in Mumbai392
- Global wealth management companies in Bangalore170
- Global wealth management companies in Pune157
- Global wealth management companies in New Delhi141
- Global wealth management companies in Kolkata104
- Global wealth management companies in Ahmedabad89
- Global wealth management companies in Gurgaon74
- Global wealth management companies in Noida65
- Global wealth management companies in Chennai64
- Global wealth management companies in Hyderabad59
Questions about this company list
What does Exact match mean for global wealth management 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 global wealth management companies did RevenueBase find based in India?
The saved snapshot records 2,308 matching company records, 66,886 tracked contacts and 7,550 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: October 13, 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
Global wealth management companies by geography
- Global wealth management companies based in Buenos Aires, Argentina
- Global wealth management companies based in Adelaide, Australia
- Global wealth management companies based in Brisbane City, Australia
- Global wealth management companies based in Brisbane, Australia
- Global wealth management companies based in Melbourne, Australia
- Global wealth management companies based in Perth, Australia
- Global wealth management companies based in Sydney, Australia
- Global wealth management companies based in Vienna, Austria
- Global wealth management companies based in Belo Horizonte, Brazil
- Global wealth management companies based in Curitiba, Brazil
- Global wealth management companies based in Porto Alegre, Brazil
- Global wealth management companies based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 25 global wealth management companies based in India. Snapshot: October 13, 2026. https://revenuebase.ai/companies/global-wealth-management-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
- Global wealth management companies based in Buenos Aires, Argentina
- Global wealth management companies based in Adelaide, Australia
- Global wealth management companies based in Brisbane City, Australia
- Global wealth management companies based in Brisbane, Australia
- Global wealth management companies based in Melbourne, Australia
- Global wealth management companies based in Perth, Australia