Company lists · Data refreshed October 2026
Top 25 Insurance portfolio management companies based in India
RevenueBase identified 334 company matches for insurance portfolio management companies associated with India as of October 2026 and tracks 17,622 professional contacts across them, including 1,104 with verified work emails. Mumbai is the largest hub.
This list covers company matches for insurance portfolio management companies 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 October 17, 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 insurance portfolio management companies based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,614 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 421 contacts → | ||||
Exact match “Being a group company of India's premier and most trusted brand i.e, LIC of India, LIC Mutual Fund is one of the well known players in the Asset Management sphere.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 329 contacts → | ||||
Exact match “WHO ARE WE?” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 275 contacts → | ||||
Exact match “For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 41 contacts → | ||||
Exact match “Torin Wealth works on the parameters of providing an honest and best suited services to its clients ranging from Individuals to Corporates and dealing in a variety of products…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 38 contacts → | ||||
Exact match “AMFI Registered Mutual Fund Distributor: ARN-96139 SIF distributor APRN Code of Employer: APRN00357 #CelebrateYourFinancialFreedom” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 33 contacts → | ||||
Exact match “Old Bridge Capital Management (OBCM) is an Investment Management Company incorporated in Dec 2015 with a focus on equities.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 31 contacts → | ||||
Exact match “Navnit Insurance Broking Pvt.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 30 contacts → | ||||
Exact match “A 16 Year old boutique wealth management firm specializing in Financial Planning and Insurance Portfolio analysis, based out of Jaipur” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 25 contacts → | ||||
Exact match “We are a portfolio manager who guarantee longevity to our customer's insurance planning by giving after insurance services which agents do not provide.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 17 contacts → | ||||
Exact match “As mathematicians of investing and legacy creators, we passionately focus on compounding your investments to help you achieve financial freedom.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “We are one of the pioneer insurance broker in the Indian market.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 15 contacts → | ||||
Exact match “WinNest is a holistic financial services company, focused on Investment management.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 14 contacts → | ||||
Exact match “We are AMFI Registered Mutual Fund Distributor (ARN - 90746), SIF Distributor, APMI Registered PMS Distributor.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 14 contacts → | ||||
Exact match “RECON ASSET PORTFOLIO MANAGEMENT PRIVATE LIMITED is a financial services company based out of 1796,IST FLOOR KOTLA MUBARAKPUR NEW, DELHI, Delhi, India.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “VND Wealth Pvt Ltd started stock broking in January 2004.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “Universa Analytics India Private Limited (Universa Analytics) is a wholly-owned subsidiary of Universa Investments L.P, an established investment management firm that has…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “We are a boutique portfolio management firm redefining investment excellence through innovation and intelligence.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “We are a financial advisory firm, aiming to create tailor-made financial solutions for our clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “JMDFSL, a 28-year-old company founded by Shekhar Gupta, a qualified financial advisor, has established itself as a leading financial and insurance services organization in Patna…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “PCS Insurance Broking Private Limited is a subsidiary born out of parent company PCS Securities Limited.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “We are a one-stop solution for people who want to grow their wealth while being insured.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “InsureNation is a Boutique Insurance Firm that helps People protect their lives with special focus on the HNI segment to provide them with End to End Insurance solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “At Arthmitra Financials, we are attuned to the current market demands and tailor our investment portfolios accordingly.” Recorded in the RevenueBase company graph · Oct 17, 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 “insurance portfolio management companies”. 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 334 insurance portfolio management companies based in India
See the full list, filter by size, metro and specialty, and access 1,104 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance portfolio management companies based in India at a glance
As of Oct 17, 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 334 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 “insurance portfolio management companies” 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 1,104 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 October 17, 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.
Insurance portfolio management companies 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 “insurance portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance portfolio management companies are there based in India?
RevenueBase identified 334 company matches for insurance portfolio management companies associated with India as of October 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?
Nippon India Mutual Fund tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance portfolio management companies?
Mumbai leads with 50 company records, followed by Bangalore (20) and New Delhi (20).
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 1,104 professional contacts with verified work emails tracked across these 334 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 October 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 334 insurance portfolio management companies based in India. Start with a free account, no credit card.
Download this list →Related lists
Insurance portfolio management companies by geography
- Insurance portfolio management companies based in Sao Paulo, Brazil
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- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States
- Insurance portfolio management companies based in Argentina
- Insurance portfolio management companies based in Australia
- Insurance portfolio management companies based in Brazil
- Insurance portfolio management companies based in Canada
- Insurance portfolio management companies based in France
- Insurance portfolio management companies based in Germany
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
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
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Company intelligence · public preview
Top 25 insurance portfolio management companies 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 334 matching company records for insurance portfolio management companies based in India, with 17,622 tracked contacts and 1,104 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: October 17, 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 insurance portfolio management companies 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 |  Nippon India Mutual Fundmf.nipponindiaim.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 1,614 contacts → |
“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.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | LIC Mutual Fundlicmf.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 421 contacts → |
“Being a group company of India's premier and most trusted brand i.e, LIC of India, LIC Mutual Fund is one of the well known players in the Asset Management sphere.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Whiteoak Capitalmf.whiteoakamc.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 329 contacts → |
“WHO ARE WE?” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  SSJ Finance & Securitiesssjfinance.comHQ: Ahmedabad, IndiaReported employees: 201-500 | Ahmedabad, India | 201-500 | Exact match | 275 contacts → |
“For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Torin Wealthtorinwealth.com HQ: Surat, IndiaReported employees: 11-50 | Surat, India | 11-50 | Exact match | 41 contacts → |
“Torin Wealth works on the parameters of providing an honest and best suited services to its clients ranging from Individuals to Corporates and dealing in a variety of products…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Finnovators Services PVT LTDfinnovators.inHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 38 contacts → |
“AMFI Registered Mutual Fund Distributor: ARN-96139 SIF distributor APRN Code of Employer: APRN00357 #CelebrateYourFinancialFreedom” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  OLD Bridge Capital Management PVT LTDoldbridgecapital.comHQ: Mumbai, IndiaReported employees: Not recorded | Mumbai, India | Not recorded | Exact match | 33 contacts → |
“Old Bridge Capital Management (OBCM) is an Investment Management Company incorporated in Dec 2015 with a focus on equities.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Navnit Insurance Broking Pvt. LTDnavnitinsurance.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 31 contacts → |
“Navnit Insurance Broking Pvt.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | NK Kothari Finserve Pvt. LTDnkkothari.com HQ: Jaipur, IndiaReported employees: 11-50 | Jaipur, India | 11-50 | Exact match | 30 contacts → |
“A 16 Year old boutique wealth management firm specializing in Financial Planning and Insurance Portfolio analysis, based out of Jaipur” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bewealthy Consultants Pvt. LTDbewealthy.co.in HQ: Ahmedabad, IndiaReported employees: 1-10 | Ahmedabad, India | 1-10 | Exact match | 25 contacts → |
“We are a portfolio manager who guarantee longevity to our customer's insurance planning by giving after insurance services which agents do not provide.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  KRIISkriis.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 17 contacts → |
“As mathematicians of investing and legacy creators, we passionately focus on compounding your investments to help you achieve financial freedom.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  KAN Insurance Brokers Pvt. LTDkaninsure.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 15 contacts → |
“We are one of the pioneer insurance broker in the Indian market.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Winnestwealthnest.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 15 contacts → |
“WinNest is a holistic financial services company, focused on Investment management.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | SWS Financial Solutions Pvt. LTDswsfspl.com HQ: Nashik, IndiaReported employees: 11-50 | Nashik, India | 11-50 | Exact match | 14 contacts → |
“We are AMFI Registered Mutual Fund Distributor (ARN - 90746), SIF Distributor, APMI Registered PMS Distributor.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Recon Asset Portfolio Management Private Limitedindiarecon.comHQ: Delhi, IndiaReported employees: 501-1,000 | Delhi, India | 501-1,000 | Exact match | 14 contacts → |
“RECON ASSET PORTFOLIO MANAGEMENT PRIVATE LIMITED is a financial services company based out of 1796,IST FLOOR KOTLA MUBARAKPUR NEW, DELHI, Delhi, India.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  VND Wealthvndwealth.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 13 contacts → |
“VND Wealth Pvt Ltd started stock broking in January 2004.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Candor Capitalcandorcapital.inHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 12 contacts → |
“Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Universa Analyticsuniversaanalytics.comHQ: Chandigarh, IndiaReported employees: 11-50 | Chandigarh, India | 11-50 | Exact match | 11 contacts → |
“Universa Analytics India Private Limited (Universa Analytics) is a wholly-owned subsidiary of Universa Investments L.P, an established investment management firm that has…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fiscaleye Private Limitedfiscaleye.inHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 11 contacts → |
“We are a boutique portfolio management firm redefining investment excellence through innovation and intelligence.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Brothers Financial Solutionsbrothersfinancialsolutions.comHQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 9 contacts → |
“We are a financial advisory firm, aiming to create tailor-made financial solutions for our clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Patna, IndiaReported employees: 51-200 | Patna, India | 51-200 | Exact match | 9 contacts → |
“JMDFSL, a 28-year-old company founded by Shekhar Gupta, a qualified financial advisor, has established itself as a leading financial and insurance services organization in Patna…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  PCS Insurance Broking Private Limitedpcsinsurance.co.inHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 9 contacts → |
“PCS Insurance Broking Private Limited is a subsidiary born out of parent company PCS Securities Limited.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Optrait Financial Solutions PVT LTDoptrait.com HQ: Noida, IndiaReported employees: 1-10 | Noida, India | 1-10 | Exact match | 8 contacts → |
“We are a one-stop solution for people who want to grow their wealth while being insured.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Insurenation IMN Insurance Broking Pvt. LTDinsuremynation.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 7 contacts → |
“InsureNation is a Boutique Insurance Firm that helps People protect their lives with special focus on the HNI segment to provide them with End to End Insurance solutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Arthmitra Financialsarthmitrafinancials.com HQ: Thane, IndiaReported employees: 1-10 | Thane, India | 1-10 | Exact match | 6 contacts → |
“At Arthmitra Financials, we are attuned to the current market demands and tailor our investment portfolios accordingly.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 334 company matches
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Insurance portfolio management companies: dataset insights
October 17, 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
334 records in the displayed employee bands.
0 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 334 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: October 17, 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 ↗
Insurance portfolio management companies by metro
Questions about this company list
What does Exact match mean for insurance portfolio management companies?
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 insurance portfolio management companies did RevenueBase find based in India?
The saved snapshot records 334 matching company records, 17,622 tracked contacts and 1,104 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: October 17, 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
Insurance portfolio management companies by geography
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States
- Insurance portfolio management companies based in Argentina
- Insurance portfolio management companies based in Australia
- Insurance portfolio management companies based in Brazil
- Insurance portfolio management companies based in Canada
- Insurance portfolio management companies based in France
- Insurance portfolio management companies based in Germany
Cite this list
RevenueBase Data Team. Top 25 insurance portfolio management companies based in India. Snapshot: October 17, 2026. https://revenuebase.ai/companies/insurance-portfolio-management-companies/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
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States
Company intelligence · public preview
Top 25 insurance portfolio management companies based in India
RevenueBase records 334 matching company records for insurance portfolio management companies based in India, with 17,622 tracked contacts and 1,104 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: October 17, 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 insurance portfolio management companies 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 | Nippon India Mutual Fundmf.nipponindiaim.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 1,614 contacts → |
“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.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | LIC Mutual Fundlicmf.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 421 contacts → |
“Being a group company of India's premier and most trusted brand i.e, LIC of India, LIC Mutual Fund is one of the well known players in the Asset Management sphere.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Whiteoak Capitalmf.whiteoakamc.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 329 contacts → |
“WHO ARE WE?” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | SSJ Finance & Securitiesssjfinance.com HQ: Ahmedabad, IndiaReported employees: 201-500 | Ahmedabad, India | 201-500 | Exact match | 275 contacts → |
“For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Torin Wealthtorinwealth.com HQ: Surat, IndiaReported employees: 11-50 | Surat, India | 11-50 | Exact match | 41 contacts → |
“Torin Wealth works on the parameters of providing an honest and best suited services to its clients ranging from Individuals to Corporates and dealing in a variety of products…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Finnovators Services PVT LTDfinnovators.in HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 38 contacts → |
“AMFI Registered Mutual Fund Distributor: ARN-96139 SIF distributor APRN Code of Employer: APRN00357 #CelebrateYourFinancialFreedom” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | OLD Bridge Capital Management PVT LTDoldbridgecapital.com HQ: Mumbai, IndiaReported employees: Not recorded | Mumbai, India | Not recorded | Exact match | 33 contacts → |
“Old Bridge Capital Management (OBCM) is an Investment Management Company incorporated in Dec 2015 with a focus on equities.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Navnit Insurance Broking Pvt. LTDnavnitinsurance.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 31 contacts → |
“Navnit Insurance Broking Pvt.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | NK Kothari Finserve Pvt. LTDnkkothari.com HQ: Jaipur, IndiaReported employees: 11-50 | Jaipur, India | 11-50 | Exact match | 30 contacts → |
“A 16 Year old boutique wealth management firm specializing in Financial Planning and Insurance Portfolio analysis, based out of Jaipur” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bewealthy Consultants Pvt. LTDbewealthy.co.in HQ: Ahmedabad, IndiaReported employees: 1-10 | Ahmedabad, India | 1-10 | Exact match | 25 contacts → |
“We are a portfolio manager who guarantee longevity to our customer's insurance planning by giving after insurance services which agents do not provide.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | KRIISkriis.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 17 contacts → |
“As mathematicians of investing and legacy creators, we passionately focus on compounding your investments to help you achieve financial freedom.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | KAN Insurance Brokers Pvt. LTDkaninsure.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 15 contacts → |
“We are one of the pioneer insurance broker in the Indian market.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Winnestwealthnest.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 15 contacts → |
“WinNest is a holistic financial services company, focused on Investment management.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | SWS Financial Solutions Pvt. LTDswsfspl.com HQ: Nashik, IndiaReported employees: 11-50 | Nashik, India | 11-50 | Exact match | 14 contacts → |
“We are AMFI Registered Mutual Fund Distributor (ARN - 90746), SIF Distributor, APMI Registered PMS Distributor.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Recon Asset Portfolio Management Private Limitedindiarecon.com HQ: Delhi, IndiaReported employees: 501-1,000 | Delhi, India | 501-1,000 | Exact match | 14 contacts → |
“RECON ASSET PORTFOLIO MANAGEMENT PRIVATE LIMITED is a financial services company based out of 1796,IST FLOOR KOTLA MUBARAKPUR NEW, DELHI, Delhi, India.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | VND Wealthvndwealth.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 13 contacts → |
“VND Wealth Pvt Ltd started stock broking in January 2004.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Candor Capitalcandorcapital.in HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 12 contacts → |
“Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Universa Analyticsuniversaanalytics.com HQ: Chandigarh, IndiaReported employees: 11-50 | Chandigarh, India | 11-50 | Exact match | 11 contacts → |
“Universa Analytics India Private Limited (Universa Analytics) is a wholly-owned subsidiary of Universa Investments L.P, an established investment management firm that has…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fiscaleye Private Limitedfiscaleye.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 11 contacts → |
“We are a boutique portfolio management firm redefining investment excellence through innovation and intelligence.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Brothers Financial Solutionsbrothersfinancialsolutions.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 9 contacts → |
“We are a financial advisory firm, aiming to create tailor-made financial solutions for our clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Patna, IndiaReported employees: 51-200 | Patna, India | 51-200 | Exact match | 9 contacts → |
“JMDFSL, a 28-year-old company founded by Shekhar Gupta, a qualified financial advisor, has established itself as a leading financial and insurance services organization in Patna…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | PCS Insurance Broking Private Limitedpcsinsurance.co.in HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 9 contacts → |
“PCS Insurance Broking Private Limited is a subsidiary born out of parent company PCS Securities Limited.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Optrait Financial Solutions PVT LTDoptrait.com HQ: Noida, IndiaReported employees: 1-10 | Noida, India | 1-10 | Exact match | 8 contacts → |
“We are a one-stop solution for people who want to grow their wealth while being insured.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Insurenation IMN Insurance Broking Pvt. LTDinsuremynation.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 7 contacts → |
“InsureNation is a Boutique Insurance Firm that helps People protect their lives with special focus on the HNI segment to provide them with End to End Insurance solutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Arthmitra Financialsarthmitrafinancials.com HQ: Thane, IndiaReported employees: 1-10 | Thane, India | 1-10 | Exact match | 6 contacts → |
“At Arthmitra Financials, we are attuned to the current market demands and tailor our investment portfolios accordingly.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 334 company matches
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Insurance portfolio management companies: dataset insights
October 17, 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
334 records in the displayed employee bands.
0 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 334 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: October 17, 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 ↗
Insurance portfolio management companies by metro
Questions about this company list
What does Exact match mean for insurance portfolio management companies?
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 insurance portfolio management companies did RevenueBase find based in India?
The saved snapshot records 334 matching company records, 17,622 tracked contacts and 1,104 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: October 17, 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 insurance portfolio management companies based in India. Snapshot: October 17, 2026. https://revenuebase.ai/companies/insurance-portfolio-management-companies/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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