Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in Mumbai, India

Name: Goal based wealth management platforms based in Mumbai, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 237 companies tracked

RevenueBase identified 237 goal based wealth management platforms headquartered in Mumbai, India as of September 2026 and tracks 5,979 professional contacts across them, including 1,231 with verified work emails. Across India, Mumbai is the largest hub for this category.

This list covers goal based wealth management 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

237Companies

5,979Contacts tracked

1,231Verified emails

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The 25 largest goal based wealth management platforms based in Mumbai, India

Ranked by team size

Top 25 of 237 goal based wealth management 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 wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Nuvama Group	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	448 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
2	Incred Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	282 contacts →
	Strong evidence “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Source: RevenueBase Database · checked Sep 28, 2026
3	Ionic Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	212 contacts →
	Strong evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 28, 2026
4	Fintoo	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	149 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
5	Sanctum Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	139 contacts →
	Strong evidence “Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.” Source: RevenueBase Database · checked Sep 28, 2026
6	Fisdom Private Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	122 contacts →
	Partial evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 28, 2026
7	Incred Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	118 contacts →
	Indirect evidence “Welcome to InCred Money.” Source: RevenueBase Database · checked Sep 28, 2026
8	Finnovate	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	96 contacts →
	Partial evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 28, 2026
9	Torus Digital	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	92 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
10	Midasx Official	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	80 contacts →
	Partial evidence “MIDASX is the only B2B2C AI-powered multi-asset marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Source: RevenueBase Database · checked Sep 28, 2026
11	Ifanow	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	80 contacts →
	Strong evidence “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Source: RevenueBase Database · checked Sep 28, 2026
12	A D Naik Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	71 contacts →
	Partial evidence “At A D Naik Wealth, we are enablers of aspirations.” Source: RevenueBase Database · checked Sep 28, 2026
13	Deven Choksey	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	64 contacts →
	Strong evidence “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Source: RevenueBase Database · checked Sep 28, 2026
14	Rurash Financials Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	59 contacts →
	Indirect evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 28, 2026
15	Happyness Factory	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	59 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
16	WYLTH	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	58 contacts →
	Strong evidence “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Source: RevenueBase Database · checked Sep 28, 2026
17	Epsilon Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	58 contacts →
	Indirect evidence “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Source: RevenueBase Database · checked Sep 28, 2026
18	5nance.com	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	58 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
19	Teji Mandi	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	52 contacts →
	Indirect evidence “With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Source: RevenueBase Database · checked Sep 28, 2026
20	OFA Fiinfra	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	51-200	52 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
21	Stack Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	52 contacts →
	Partial evidence “Historically, premium wealth-building strategies were a privilege reserved for high-net-worth individuals, leaving everyday investors with meagre options like fixed deposits &…” Source: RevenueBase Database · checked Sep 28, 2026
22	Beyondirr	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	45 contacts →
	Partial evidence “Unlock the Potential of Your Wealth Business At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs…” Source: RevenueBase Database · checked Sep 28, 2026
23	Moneyfrog Financial Services Pvt. LTD	Strong evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	45 contacts →
	Strong evidence “Moneyfrog.in is a wealth management platform designed to simplify your investment journey.” Source: RevenueBase Database · checked Sep 28, 2026
24	FYDAA	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	28 contacts →
	Indirect evidence “Fydaa is building financial access for every corner of Bharat.” Source: RevenueBase Database · checked Sep 28, 2026
25	Iarista	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “IArista Artha Pvt.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: goal based wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names goal based wealth management platforms.
Partial evidence: Its own public description names part of goal based wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal based wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 237 goal based wealth management platforms based in Mumbai, India

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Goal based wealth management platforms based in Mumbai, India at a glance

As of Sep 28, 2026

20.6%Verified-email coverage

25.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

125

11-50

51-200

201-500

501-1,000

1,001-5,000

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 237 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 wealth management 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 wealth management 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 wealth management 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 wealth management 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, 1,231 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.

Goal based wealth management platforms by metro in India

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names goal based wealth management 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 wealth management platforms are there based in Mumbai, India?

RevenueBase identified 237 goal based wealth management 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?

Nuvama Group, headquartered in Mumbai, tops this list with the largest team on record.

Which city in India has the most goal based wealth management platforms?

Mumbai leads India with 237 headquartered companies, followed by Pune (86) and Bangalore (85).

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 1,231 verified decision-maker contacts tracked across these 237 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.