Company lists · Data refreshed September 2026

Top 25 Goal-based investment platforms based in Mumbai, India

RevenueBase identified 104 goal-based investment platforms headquartered in Mumbai, India as of September 2026 and tracks 1,947 professional contacts across them, including 268 with verified work emails. Across India, Mumbai is the largest hub for this category.

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

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
104Companies
1,947Contacts tracked
268Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest goal-based investment platforms based in Mumbai, India

Ranked by team size
Top 25 of 104 goal-based investment platforms based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to 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 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
2Indirect 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
3Indirect evidenceMumbai, IndiaHQ checked Sep 28, 2026201-500118 contacts →

Indirect evidence

“Welcome to InCred Money.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect 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
5Partial 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
6Indirect 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
7Indirect 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
8Partial 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
9Strong 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
10Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“Fydaa is building financial access for every corner of Bharat.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“SERNET is a full-stack financial services group helping individuals and businesses take smarter steps across investing, trading, and insurance, all under one ecosystem.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceMumbai, IndiaHQ checked Sep 28, 202611-5026 contacts →

Partial evidence

“Wright Research is an investment advisory and portfolio management firm that uses quantitative research and machine learning to create equity investment portfolios with the aim to…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5021 contacts →

Indirect evidence

“IArista Artha Pvt.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5020 contacts →

Indirect evidence

“Pi – Answers to All Things Money.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5017 contacts →

Indirect evidence

“Simplified wealth creation for busy professionals We combine 4 magic ingredients.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Thincredblu is a community-driven discount broker.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Saventh | Your Partner in Financial Wellness Saventh is redefining how working Indians experience money.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceMumbai, IndiaHQ checked Sep 28, 20261-1012 contacts →

Strong evidence

“FIKAA is a platform that is engineered to assist a woman in her journey towards financial independence by helping her plan her investments.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

“Wealth management has always rewarded those who could afford the best advice.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

“WealthTech Robo Advisory Pvt.”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceMumbai, IndiaHQ checked Sep 28, 202611-508 contacts →

Strong evidence

“Earnnest.me is a fintech platform that makes alternative investment opportunities accessible for individual investments that thus far were available only to Instutitional…”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceMumbai, IndiaHQ checked Sep 28, 202651-2007 contacts →

Partial evidence

“A state-of-the-art platform, Investica is the most preferred destination for Investing in Mutual Funds in India.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceMumbai, IndiaHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“Founded by financial industry veterans, IntelX Money assists High Networth Individuals & families in making better financial decisions, devising the appropriate succession plan…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceMumbai, IndiaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Finkeys Enterprise LLP is a financial services company based in Mumbai & Ratnagiri.”

Source: RevenueBase Database · checked Sep 28, 2026
25Strong evidenceMumbai, IndiaHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“Moneyjar is an online financial ecosystem that provides sophisticated investment advice and seamless transactional platforms at scale.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 104 goal-based investment platforms based in Mumbai, India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 268 reachable decision-makers.

Free signup · no credit card

View the full list →

Goal-based investment platforms based in Mumbai, India at a glance

As of Sep 28, 2026
13.8%Verified-email coverage
18.7Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
38
51-200
13
201-500
5
501-1,000
1

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 104 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 Mumbai, 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 Mumbai are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 268 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 Mumbai, India?

RevenueBase identified 104 goal-based investment platforms headquartered in Mumbai, India as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

1 Club, headquartered in Mumbai, tops this list with the largest team on record.

Which city in India has the most goal-based investment platforms?

Mumbai leads India 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 268 verified decision-maker contacts tracked across these 104 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.

Ready to reach these companies? Verified emails and direct dials for all 104 goal-based investment platforms based in Mumbai, India. Start with a free account, no credit card.

Download this list →

Related lists

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.