Company lists · Data refreshed September 2026

Top 25 Goal-based investment platforms based in India

RevenueBase identified 614 goal-based investment platforms headquartered in India as of September 2026 and tracks 9,930 professional contacts across them, including 2,092 with verified work emails. Mumbai is the largest hub.

This list covers goal-based investment platforms headquartered in India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
614Companies
9,930Contacts tracked
2,092Verified emails
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The 25 largest goal-based investment platforms based in India

Ranked by team size
Top 25 of 614 goal-based investment platforms based in India, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goal-based investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBengaluru, IndiaHQ checked Sep 28, 2026501-1,0002,165 contacts →

Partial evidence

“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceBengaluru, IndiaHQ checked Sep 28, 20261,001-5,000623 contacts →

Partial evidence

“Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceMumbai, IndiaHQ checked Sep 28, 2026201-500553 contacts →

Partial evidence

“1% Club is an education-led fintech platform that helps people make smarter decisions with their money.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceBengaluru North, IndiaHQ checked Sep 28, 2026501-1,000348 contacts →

Partial evidence

“Fisdom is an extremely simple app to make smart investments.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceBangalore, IndiaHQ checked Sep 28, 202651-200280 contacts →

Partial evidence

“About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceGurugram, IndiaHQ checked Sep 28, 202651-200243 contacts →

Indirect evidence

“When you invest with intelligence, life opens up a wealth of choices.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceGurugram, IndiaHQ checked Sep 28, 202651-200165 contacts →

Partial evidence

“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202651-200149 contacts →

Indirect evidence

“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceMumbai, IndiaHQ checked Sep 28, 202651-200135 contacts →

Partial evidence

“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceMumbai, IndiaHQ checked Sep 28, 2026201-500118 contacts →

Indirect evidence

“Welcome to InCred Money.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceNoida, IndiaHQ checked Sep 28, 202651-200112 contacts →

Indirect evidence

“We are registered intermediaries in the securities market.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceBangalore, IndiaHQ checked Sep 28, 202651-20098 contacts →

Strong evidence

“Investment platform trusted by 18 Lakh+ investors with Rs crore in assets.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202651-20092 contacts →

Indirect evidence

“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceHyderabad, IndiaHQ checked Sep 28, 202611-5079 contacts →

Strong evidence

“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidencePonda, IndiaHQ checked Sep 28, 2026201-50066 contacts →

Indirect evidence

“Star Powerz Digital Technologies Pvt.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceMumbai, IndiaHQ checked Sep 28, 202651-20059 contacts →

Partial evidence

“Happyness Factory is a premier goal-based investing firm and an AMFI-registered mutual fund distributor based in Mumbai.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202651-20058 contacts →

Indirect evidence

“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceMumbai, IndiaHQ checked Sep 28, 2026201-50052 contacts →

Indirect evidence

“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceMumbai, IndiaHQ checked Sep 28, 202651-20052 contacts →

Partial evidence

“Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceHyderabad, IndiaHQ checked Sep 28, 202611-5051 contacts →

Partial evidence

“Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceHyderabad, IndiaHQ checked Sep 28, 202651-20047 contacts →

Indirect evidence

“ArthaYantra was founded to redefine the landscape of wealth management industry.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceMumbai, IndiaHQ checked Sep 28, 202651-20045 contacts →

Partial evidence

“Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs)…”

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceMumbai, IndiaHQ checked Sep 28, 202611-5045 contacts →

Strong evidence

“Moneyfrog.in is a wealth management platform designed to simplify your investment journey.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceBengaluru, IndiaHQ checked Sep 28, 202611-5041 contacts →

Indirect evidence

“Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceChennai, IndiaHQ checked Sep 28, 202611-5033 contacts →

Partial evidence

“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 614 goal-based investment platforms based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,092 reachable decision-makers.

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Goal-based investment platforms based in India at a glance

As of Sep 28, 2026
21.1%Verified-email coverage
16.2Average contacts per company
1-10Median size (employees)
16.9%Largest-city concentration · Mumbai
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
356
11-50
188
51-200
46
201-500
16
501-1,000
4
1,001-5,000
1
5,001-10,000
2

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 614 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among goal-based investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in India whose own description of what they do matches “goal-based investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names goal-based investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among goal-based investment platforms, and records with no verified work email. Companies headquartered outside India are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 2,092 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names goal-based investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many goal-based investment platforms are there based in India?

RevenueBase identified 614 goal-based investment platforms headquartered in India as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

GROWW, headquartered in Bengaluru, tops this list with the largest team on record.

Which city has the most goal-based investment platforms?

Mumbai leads with 104 headquartered companies, followed by Bangalore (56) and Bengaluru (52).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,092 verified decision-maker contacts tracked across these 614 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.