Company lists · Data refreshed November 2026
Top 25 Goals-based investing platforms based in India
RevenueBase identified 781 company matches for goals-based investing platforms associated with India as of November 2026 and tracks 9,381 professional contacts across them, including 1,886 with verified work emails. Mumbai is the largest hub.
This list covers company matches for goals-based investing platforms 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 November 5, 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 goals-based investing platforms based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,368 contacts → | ||||
Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 301 contacts → | ||||
Exact match “GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 273 contacts → | ||||
Exact match “Fisdom is an extremely simple app to make smart investments.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 240 contacts → | ||||
Exact match “When you invest with intelligence, life opens up a wealth of choices.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 216 contacts → | ||||
Exact match “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 167 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 146 contacts → | ||||
Exact match “Welcome to InCred Money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 138 contacts → | ||||
Exact match “Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 117 contacts → | ||||
Exact match “We are registered intermediaries in the securities market.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 112 contacts → | ||||
Exact match “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 78 contacts → | ||||
Exact match “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 78 contacts → | ||||
Exact match “Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 74 contacts → | ||||
Exact match “Happyness Factory is a premier goal-based investing firm and an AMFI-registered mutual fund distributor based in Mumbai.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 61 contacts → | ||||
Exact match “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 57 contacts → | ||||
Exact match “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 53 contacts → | ||||
Exact match “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 46 contacts → | ||||
Exact match “With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 40 contacts → | ||||
Exact match “Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 31 contacts → | ||||
Exact match “Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 30 contacts → | ||||
Exact match “Fydaa is building financial access for every corner of Bharat.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 28 contacts → | ||||
Exact match “AMFI Registered Mutual Fund Distributor(ARN-106095) and SIF Distributor Investing is a huge part of your financial life, and we help you stay on top of yours every day.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 28 contacts → | ||||
Exact match “SERNET is a full-stack financial services group helping individuals and businesses take smarter steps across investing, trading, and insurance, all under one ecosystem.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 23 contacts → | ||||
Exact match “Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 21 contacts → | ||||
Exact match “IArista Artha Pvt.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 20 contacts → | ||||
Exact match “We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Recorded in the RevenueBase company graph · Nov 5, 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 “goals-based investing platforms”. 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 781 goals-based investing platforms based in India
See the full list, filter by size, metro and specialty, and access 1,886 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Goals-based investing platforms based in India at a glance
As of Nov 5, 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 781 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 “goals-based investing platforms” 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 1,886 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 November 5, 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.
Goals-based investing platforms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “goals-based investing platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many goals-based investing platforms are there based in India?
RevenueBase identified 781 company matches for goals-based investing platforms associated with India as of November 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?
GROWW tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most goals-based investing platforms?
Mumbai leads with 114 company records, followed by Bangalore (103) and Pune (49).
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 1,886 professional contacts with verified work emails tracked across these 781 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 781 goals-based investing platforms based in India. Start with a free account, no credit card.
Download this list →Related lists
Goals-based investing platforms by geography
- Goals-based investing platforms based in Sao Paulo, Brazil
- Goals-based investing platforms based in Paris, France
- Goals-based investing platforms based in Bangalore, India
- Goals-based investing platforms based in Mumbai, India
- Goals-based investing platforms based in Pune, India
- Goals-based investing platforms based in Singapore, Singapore
- Goals-based investing platforms based in London, United Kingdom
- Goals-based investing platforms based in New York, United States
- Goals-based investing platforms based in San Francisco, United States
- Goals-based investing platforms based in Australia
- Goals-based investing platforms based in Brazil
- Goals-based investing platforms based in Canada
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Goals-based investing platforms based in Sao Paulo, Brazil
- Goals-based investing platforms based in Paris, France
- Goals-based investing platforms based in Bangalore, India
- Goals-based investing platforms based in Mumbai, India
- Goals-based investing platforms based in Pune, India
- Goals-based investing platforms based in Singapore, Singapore
Company intelligence · public preview
Top 25 goals-based investing platforms 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 781 matching company records for goals-based investing platforms based in India, with 9,381 tracked contacts and 1,886 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: November 5, 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 goals-based investing platforms 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 |  GROWWgroww.inHQ: Bangalore, IndiaReported employees: 501-1,000 | Bangalore, India | 501-1,000 | Exact match | 2,368 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Gepl Capitalgeplcapital.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 301 contacts → |
“GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fisdomfisdom.comHQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 273 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ET Moneyetmoney.comHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 240 contacts → |
“When you invest with intelligence, life opens up a wealth of choices.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Zfundszfunds.inHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 216 contacts → |
“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fintoofintoo.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 167 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Incred Moneyincredmoney.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 146 contacts → |
“Welcome to InCred Money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  MFAmyfinad.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 138 contacts → |
“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Niveshnivesh.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 117 contacts → |
“We are registered intermediaries in the securities market.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  First Globalfirstglobalsec.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 112 contacts → |
“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Savartsavart.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 78 contacts → |
“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Torus Digitaltorusdigital.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 78 contacts → |
“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Happyness Factoryhappynessfactory.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 74 contacts → |
“Happyness Factory is a premier goal-based investing firm and an AMFI-registered mutual fund distributor based in Mumbai.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  5nance.com5nance.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  I CAP Financial Servicesicapfinserv.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 57 contacts → |
“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Vivekam Financial Services PVT LTDvivekam.co.inHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 53 contacts → |
“Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Teji Manditejimandi.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 46 contacts → |
“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Finatoz.com- Rightfocus Investments PVT LTDfinatoz.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 40 contacts → |
“Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fintuple Technologiesfintuple.comHQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 31 contacts → |
“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  FYDAAfydaa.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 30 contacts → |
“Fydaa is building financial access for every corner of Bharat.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Cagrfundscagrfunds.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 28 contacts → |
“AMFI Registered Mutual Fund Distributor(ARN-106095) and SIF Distributor Investing is a huge part of your financial life, and we help you stay on top of yours every day.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Sernet Financial Services Pvt. LTDsernetindia.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 28 contacts → |
“SERNET is a full-stack financial services group helping individuals and businesses take smarter steps across investing, trading, and insurance, all under one ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Goaltellergoalteller.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 23 contacts → |
“Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Iaristaiarista.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“IArista Artha Pvt.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Flameback Capital Private Limitedflamebackcapital.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 20 contacts → |
“We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 781 company matches
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Goals-based investing platforms: dataset insights
November 5, 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
778 records in the displayed employee bands.
3 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 781 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: November 5, 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 ↗
Goals-based investing platforms by metro
Questions about this company list
What does Exact match mean for goals-based investing platforms?
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 goals-based investing platforms did RevenueBase find based in India?
The saved snapshot records 781 matching company records, 9,381 tracked contacts and 1,886 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: November 5, 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
Goals-based investing platforms by geography
- Goals-based investing platforms based in Sao Paulo, Brazil
- Goals-based investing platforms based in Paris, France
- Goals-based investing platforms based in Bangalore, India
- Goals-based investing platforms based in Mumbai, India
- Goals-based investing platforms based in Pune, India
- Goals-based investing platforms based in Singapore, Singapore
- Goals-based investing platforms based in London, United Kingdom
- Goals-based investing platforms based in New York, United States
- Goals-based investing platforms based in San Francisco, United States
- Goals-based investing platforms based in Australia
- Goals-based investing platforms based in Brazil
- Goals-based investing platforms based in Canada
Cite this list
RevenueBase Data Team. Top 25 goals-based investing platforms based in India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/goals-based-investing-platforms/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
- Goals-based investing platforms based in Sao Paulo, Brazil
- Goals-based investing platforms based in Paris, France
- Goals-based investing platforms based in Bangalore, India
- Goals-based investing platforms based in Mumbai, India
- Goals-based investing platforms based in Pune, India
- Goals-based investing platforms based in Singapore, Singapore
Company intelligence · public preview
Top 25 goals-based investing platforms based in India
RevenueBase records 781 matching company records for goals-based investing platforms based in India, with 9,381 tracked contacts and 1,886 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: November 5, 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 goals-based investing platforms 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 | GROWWgroww.in HQ: Bangalore, IndiaReported employees: 501-1,000 | Bangalore, India | 501-1,000 | Exact match | 2,368 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Gepl Capitalgeplcapital.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 301 contacts → |
“GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fisdomfisdom.com HQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 273 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ET Moneyetmoney.com HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 240 contacts → |
“When you invest with intelligence, life opens up a wealth of choices.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Zfundszfunds.in HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 216 contacts → |
“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fintoofintoo.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 167 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Incred Moneyincredmoney.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 146 contacts → |
“Welcome to InCred Money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | MFAmyfinad.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 138 contacts → |
“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Niveshnivesh.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 117 contacts → |
“We are registered intermediaries in the securities market.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | First Globalfirstglobalsec.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 112 contacts → |
“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Savartsavart.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 78 contacts → |
“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Torus Digitaltorusdigital.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 78 contacts → |
“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Happyness Factoryhappynessfactory.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 74 contacts → |
“Happyness Factory is a premier goal-based investing firm and an AMFI-registered mutual fund distributor based in Mumbai.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 5nance.com5nance.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | I CAP Financial Servicesicapfinserv.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 57 contacts → |
“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vivekam Financial Services PVT LTDvivekam.co.in HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 53 contacts → |
“Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Teji Manditejimandi.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 46 contacts → |
“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finatoz.com- Rightfocus Investments PVT LTDfinatoz.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 40 contacts → |
“Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fintuple Technologiesfintuple.com HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 31 contacts → |
“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | FYDAAfydaa.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 30 contacts → |
“Fydaa is building financial access for every corner of Bharat.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cagrfundscagrfunds.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 28 contacts → |
“AMFI Registered Mutual Fund Distributor(ARN-106095) and SIF Distributor Investing is a huge part of your financial life, and we help you stay on top of yours every day.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sernet Financial Services Pvt. LTDsernetindia.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 28 contacts → |
“SERNET is a full-stack financial services group helping individuals and businesses take smarter steps across investing, trading, and insurance, all under one ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Goaltellergoalteller.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 23 contacts → |
“Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Iaristaiarista.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 21 contacts → |
“IArista Artha Pvt.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Flameback Capital Private Limitedflamebackcapital.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 20 contacts → |
“We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 781 company matches
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Goals-based investing platforms: dataset insights
November 5, 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
778 records in the displayed employee bands.
3 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 781 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: November 5, 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 ↗
Goals-based investing platforms by metro
Questions about this company list
What does Exact match mean for goals-based investing platforms?
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 goals-based investing platforms did RevenueBase find based in India?
The saved snapshot records 781 matching company records, 9,381 tracked contacts and 1,886 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: November 5, 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.
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Cite this list
RevenueBase Data Team. Top 25 goals-based investing platforms based in India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/goals-based-investing-platforms/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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