Company lists · Data refreshed September 2026

Top 25 Institutional investment advisors based in Mumbai, India

RevenueBase identified 387 institutional investment advisors headquartered in Mumbai, India as of September 2026 and tracks 12,935 professional contacts across them, including 2,991 with verified work emails. Mumbai is the largest hub.

This list covers institutional investment advisors 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 20, 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 20, 2026 86% judged on-target in blind review
387Companies
12,935Contacts tracked
2,991Verified emails
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The 25 largest institutional investment advisors based in Mumbai, India

Ranked by team size
Top 25 of 387 institutional investment advisors based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to institutional investment advisors: 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
1Indirect evidenceMumbai, IndiaHQ checked Sep 20, 2026501-1,0001,803 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceMumbai, IndiaHQ checked Sep 20, 2026501-1,0001,571 contacts →

Indirect evidence

“With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceMumbai, IndiaHQ checked Sep 20, 20261,001-5,0001,290 contacts →

Indirect evidence

“Axis Mutual Fund which has Axis Bank as its sponsor is one of the largest mutual funds in India.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 20, 2026501-1,000816 contacts →

Indirect evidence

“Connect and Converse with likeminded people, Contribute and share your thoughts.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 20, 2026501-1,000528 contacts →

Indirect evidence

“Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceMumbai, IndiaHQ checked Sep 20, 20261,001-5,000448 contacts →

Indirect 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 20, 2026
7Indirect evidenceMumbai, IndiaHQ checked Sep 20, 2026201-500323 contacts →

Indirect evidence

“WHO ARE WE?”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceMumbai, IndiaHQ checked Sep 20, 202651-200163 contacts →

Partial evidence

“Parag Parikh Financial Advisory Services Ltd.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202651-200154 contacts →

Indirect evidence

“Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202651-20093 contacts →

Indirect evidence

“Founded in 1952, the JV Gokal (JVG) Group grew and acquired businesses in diverse industries across the globe.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-5090 contacts →

Indirect evidence

“Tara Capital Partners is an established diversified financial services firm that provides innovative solutions to the global Asset Management community.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-5078 contacts →

Indirect evidence

“Our Mission at RRS is to offer innovative financial products and services that exceed internal and external client expectations consistently by integrating best practices, core…”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceMumbai, IndiaHQ checked Sep 20, 202651-20073 contacts →

Partial evidence

“Multi-Act Trade & Investments was founded in 1998 with the goal of providing superior investment research services to ultra high-net-worth individuals and family offices in India.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceMumbai, IndiaHQ checked Sep 20, 202651-20064 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 20, 2026
15Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202651-20059 contacts →

Indirect evidence

“Rurash Financial Pvt.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202651-20058 contacts →

Indirect evidence

“We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceMumbai, IndiaHQ checked Sep 20, 202651-20049 contacts →

Partial evidence

“Renaissance Investment Managers is an equity-focused investment house managing client assets through Portfolio Management Services (PMS) and Alternate Investment Funds (AIFs).”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceMumbai, IndiaHQ checked Sep 20, 202651-20042 contacts →

Partial evidence

“Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceMumbai, IndiaHQ checked Sep 20, 202611-5040 contacts →

Strong evidence

“Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceMumbai, IndiaHQ checked Sep 20, 2026n/a33 contacts →

Partial evidence

“Old Bridge Capital Management (OBCM) is an Investment Management Company incorporated in Dec 2015 with a focus on equities.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceMumbai, IndiaHQ checked Sep 20, 202611-5033 contacts →

Partial evidence

“Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-5031 contacts →

Indirect evidence

“Ekvity, is a very unique fusion.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceMumbai, IndiaHQ checked Sep 20, 202611-5030 contacts →

Partial evidence

“Founded by a bunch of Capital Market enthusiasts, Elios Financial Services is built around serving a niche audience and adding value to their entire Investment life cycle with a…”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202651-20029 contacts →

Indirect evidence

“Mata Securities India Pvt.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-5026 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 387 institutional investment advisors based in Mumbai, India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,991 reachable decision-makers.

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Institutional investment advisors based in Mumbai, India at a glance

As of Sep 20, 2026
23.1%Verified-email coverage
33.4Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Mumbai
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
220
11-50
120
51-200
27
201-500
7
501-1,000
8
1,001-5,000
2
5,001-10,000
1
10001+
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 387 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 institutional investment advisors, 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 “institutional investment advisors”. 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 institutional investment advisors), 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 institutional investment advisors, 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, 2,991 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 20, 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.

Institutional investment advisors 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 institutional investment advisors, 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 institutional investment advisors are there based in Mumbai, India?

RevenueBase identified 387 institutional investment advisors 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?

Aditya Birla SUN Life Mutual Fund Abslmf, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most institutional investment advisors?

Mumbai leads with 387 headquartered companies, followed by Pune (165) and New Delhi (151).

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 2,991 verified decision-maker contacts tracked across these 387 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 20, 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.