Company lists · Data refreshed September 2026

Top 25 Investment advisory companies based in Bangalore, India

Name: Investment advisory companies based in Bangalore, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 131 companies tracked

RevenueBase identified 131 investment advisory companies headquartered in Bangalore, India as of September 2026 and tracks 1,128 professional contacts across them, including 149 with verified work emails. Mumbai is the largest hub.

This list covers investment advisory companies headquartered in Bangalore, 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

131Companies

1,128Contacts tracked

149Verified emails

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The 25 largest investment advisory companies based in Bangalore, India

Ranked by team size

Top 25 of 131 investment advisory companies based in Bangalore, India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Allegro Capital Advisors	Strong evidence	Bangalore, IndiaHQ checked Sep 20, 2026	201-500	110 contacts →
	Strong evidence “Allegro Capital is a comprehensive Investment Bank that comes with years of expertise in offering financial solutions and advisory services across the corporate world.” Source: RevenueBase Database · checked Sep 20, 2026
2	Dreamgains Financials India Private Limited	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	51-200	106 contacts →
	Partial evidence “DreamGains Financials India Private Limited, a trusted name in the financial services arena, provides you with the entire gamut of financial advisory services under one roof.” Source: RevenueBase Database · checked Sep 20, 2026
3	Buglerock Capital	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	51-200	82 contacts →
	Partial evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
4	International Money Matters PVT LTD	Strong evidence	Bangalore, IndiaHQ checked Sep 20, 2026	51-200	57 contacts →
	Strong evidence “Established in November 2001, we are a SEBI registered financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
5	I CAP Financial Services	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	51 contacts →
	Indirect evidence “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Source: RevenueBase Database · checked Sep 20, 2026
6	Armstrong Capital & Financial Services Pvt. LTD	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	29 contacts →
	Partial evidence “Armstrong Capital is a boutique Financial Planning & Investment Solution firm.” Source: RevenueBase Database · checked Sep 20, 2026
7	Winnest	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “WinNest is a holistic financial services company, focused on Investment management.” Source: RevenueBase Database · checked Sep 20, 2026
8	Wealth Managers United India Private Limited	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial evidence “SEBI Registered Investment Adviser Registration number: Registered name: Wealth Managers United (India) Private Limited WMU is a professionally run "Multi Family Office" providing…” Source: RevenueBase Database · checked Sep 20, 2026
9	We Corp	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “Start Your Investment Journey With Us!” Source: RevenueBase Database · checked Sep 20, 2026
10	2i Wealth	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial evidence “2i Wealth is a Bangalore-based Investment Services firm focusing on Disciplined Investments Strategies for Individual, NRIs and Corporates to meet their Financial Goals.” Source: RevenueBase Database · checked Sep 20, 2026
11	Sinhasi Consultants Pvt. LTD	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Source: RevenueBase Database · checked Sep 20, 2026
12	Fincelerate	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Discover financial empowerment with Fincelerate Private Limited.” Source: RevenueBase Database · checked Sep 20, 2026
13	Purpletouch Finserve	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Source: RevenueBase Database · checked Sep 20, 2026
14	Augment Capital Services LLP	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Augment Capital Services LLP is a boutique investment management firm set up in the year 2010.” Source: RevenueBase Database · checked Sep 20, 2026
15	sipfund.com	Strong evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Sipfund.com is into client-based advisory services and providing investment-related essential information to meet their financial goals on a long term basis.” Source: RevenueBase Database · checked Sep 20, 2026
16	M1homes	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial evidence “When it comes to investments, they’re a bit like clothes.” Source: RevenueBase Database · checked Sep 20, 2026
17	Finhancers	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Finhancers.com is a SEBI registered financial services company that offers a hybrid presence and deals with multiple asset classes including mutual funds, stocks, bonds…” Source: RevenueBase Database · checked Sep 20, 2026
18	Venn Wealth	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Financial Planning \| Wealth Management \| Multi Family Office Founded in August, 2017, Venn Wealth is a Financial Advisory Firm based out of Bangalore, India.” Source: RevenueBase Database · checked Sep 20, 2026
19	Zvest Financial Services	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “The idea of Zvest Financial Services LLP was conceived when we realised the fact that every client is unique and has specific goals and requirements that change constantly.” Source: RevenueBase Database · checked Sep 20, 2026
20	Fintrans Investment Services Private Limited	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “Markets are noisy.” Source: RevenueBase Database · checked Sep 20, 2026
21	Sunzen	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Welcome to the new age of Financial Services at SunZen!” Source: RevenueBase Database · checked Sep 20, 2026
22	FIN Work Wealth Services PVT LTD	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “At Fin@Work, we believe that successful investing is driven by two forces: Math and Mind.” Source: RevenueBase Database · checked Sep 20, 2026
23	Wealthy Monk Finserv	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
24	Credel Capital	Strong evidence	Bangalore, IndiaHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Credel Capital is a boutique investment advisory firm that provides personalised financial services to individuals and corporate investors across the country.” Source: RevenueBase Database · checked Sep 20, 2026
25	Mywealthjunction	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	4 contacts →
	Partial evidence “We are on a mission to simplify your Financial Planning and Investments using technology.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 131 investment advisory companies based in Bangalore, India

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Investment advisory companies based in Bangalore, India at a glance

As of Sep 20, 2026

13.2%Verified-email coverage

8.6Average contacts per company

1-10Median size (employees)

384.0%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole India list rather than for Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore, over 131 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 investment advisory companies, 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 Bangalore, India whose own description of what they do matches “investment advisory companies”. 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 investment advisory companies), 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 investment advisory companies, and records with no verified work email. Companies headquartered outside Bangalore 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, 149 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.

Investment advisory companies by metro in India

Investment advisory companies in Mumbai503
Investment advisory companies in Pune211
Investment advisory companies in New Delhi185
Investment advisory companies in Ahmedabad140
Investment advisory companies in Bangalore131
Investment advisory companies in Kolkata131
Investment advisory companies in Bengaluru100
Investment advisory companies in Chennai95
Investment advisory companies in Noida86
Investment advisory companies in Delhi80
Investment advisory companies in Hyderabad78
Investment advisory companies in Indore72
Investment advisory companies in Surat59
Investment advisory companies in Gurgaon58
Investment advisory companies in Jaipur55
Investment advisory companies in Thane49
Investment advisory companies in Gurugram48
Investment advisory companies in Vadodara42
Investment advisory companies in Chandigarh32
Investment advisory companies in Navi Mumbai30
Investment advisory companies in Nagpur29
Investment advisory companies in Lucknow27
Investment advisory companies in Rajkot26

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 investment advisory companies, 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 investment advisory companies are there based in Bangalore, India?

RevenueBase identified 131 investment advisory companies headquartered in Bangalore, 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?

Allegro Capital Advisors, headquartered in Bangalore, tops this list with the largest team on record.

Which city has the most investment advisory companies?

Mumbai leads with 503 headquartered companies, followed by Pune (211) and New Delhi (185).

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 149 verified decision-maker contacts tracked across these 131 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.