Company lists · Data refreshed September 2026

Top 9 Heritage asset management firms based in India

RevenueBase identified 42 heritage asset management firms headquartered in India as of September 2026 and tracks 959 professional contacts across them, including 336 with verified work emails. Mumbai is the largest hub.

This list covers heritage asset management firms 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 16, 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 16, 2026 86% judged on-target in blind review
42Companies
959Contacts tracked
336Verified emails
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The 9 largest heritage asset management firms based in India

Ranked by team size
Top 9 of 42 heritage asset management firms based in India, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to heritage asset management firms: 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
1Strong evidenceMumbai, IndiaHQ checked Sep 16, 2026501-1,000406 contacts →

Strong evidence

“Neo Group is a premium, new-age wealth and asset management firm built for India's most discerning families and institutions.”

Source: RevenueBase Database · checked Sep 16, 2026
2Strong evidenceBangalore, IndiaHQ checked Sep 16, 202651-20082 contacts →

Strong evidence

“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceMumbai, IndiaHQ checked Sep 16, 202651-20057 contacts →

Indirect evidence

“Name: Quantum Advisors Private Limited SEBI Registration number as Portfolio Manager : Established in 1990 on a foundation of ethics, integrity and a disciplined investment…”

Source: RevenueBase Database · checked Sep 16, 2026
4Partial evidenceBengaluru, IndiaHQ checked Sep 16, 202651-20030 contacts →

Partial evidence

“Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.”

Source: RevenueBase Database · checked Sep 16, 2026
5Strong evidenceGurugram, IndiaHQ checked Sep 16, 202611-509 contacts →

Strong evidence

“Prudent Equity is an asset management company that has been serving family offices, HNIs, and retail investors since 2012.”

Source: RevenueBase Database · checked Sep 16, 2026
6Indirect evidenceMumbai, IndiaHQ checked Sep 16, 20261-108 contacts →

Indirect evidence

“We The Legacy Custodians are passionate stewards dedicated to the preservation and enhancement of family legacies.”

Source: RevenueBase Database · checked Sep 16, 2026
7Strong evidenceMumbai, IndiaHQ checked Sep 16, 202651-2007 contacts →

Strong evidence

“Kotak Alternate Asset Managers Limited, erstwhile Kotak Investment Advisors Limited, is a part of Kotak Mahindra Group (Kotak), focuses on alternate assets management and…”

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceMumbai, IndiaHQ checked Sep 16, 20261-106 contacts →

Indirect evidence

“Built over four generations of our legacy in the field of finance, we are today a proprietary investment family-office with a focus on public and private equity markets in India.”

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceMumbai, IndiaHQ checked Sep 16, 20261-101 contacts →

Partial evidence

“BEAUTIFUL LIVING is a RERA licensed full-service consulting and advisory firm focusing on real estate and leisure-lifestyle asset transactions.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 9 of 42 heritage asset management firms based in India

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Heritage asset management firms based in India at a glance

As of Sep 16, 2026
35.0%Verified-email coverage
22.8Average contacts per company
11-50Median size (employees)
23.8%Largest-city concentration · Mumbai
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
12
51-200
7
201-500
2
501-1,000
1
1,001-5,000
1

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 42 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 heritage asset management firms, 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 “heritage asset management firms”. 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 heritage asset management firms), 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 heritage asset management firms, 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, 336 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 16, 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 heritage asset management firms, 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 heritage asset management firms are there based in India?

RevenueBase identified 42 heritage asset management firms 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?

NEO Wealth And Asset Management, headquartered in Lower Parel Mumbai Maharashtra, tops this list with the largest team on record.

Which city has the most heritage asset management firms?

Mumbai leads with 10 headquartered companies, followed by Ahmedabad (3) and Gurugram (3).

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 336 verified decision-maker contacts tracked across these 42 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 16, 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.