Company lists · Data refreshed September 2026

Top 21 Investment advisory companies based in Bengaluru, India

RevenueBase identified 100 investment advisory companies headquartered in Bengaluru, India as of September 2026 and tracks 960 professional contacts across them, including 198 with verified work emails. Mumbai is the largest hub.

This list covers investment advisory companies headquartered in Bengaluru, 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
100Companies
960Contacts tracked
198Verified emails
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The 21 largest investment advisory companies based in Bengaluru, India

Ranked by team size
Top 21 of 100 investment advisory companies based in Bengaluru, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBengaluru, IndiaHQ checked Sep 20, 202611-5041 contacts →

Partial evidence

“Excelberg is a new financial advisory and consultancy firm based in Bangalore.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceBengaluru, IndiaHQ checked Sep 20, 202611-5023 contacts →

Indirect evidence

“Grow wealth by investing in SEBI Registered Experts managed Personalized Diversified Portfolios.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceBengaluru, IndiaHQ checked Sep 20, 202611-5019 contacts →

Indirect evidence

“Pygmalion Wealth is an independent, boutique wealth management and relationship management firm based in Bangalore, India.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceBengaluru, IndiaHQ checked Sep 20, 20261-1014 contacts →

Strong evidence

“The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceBengaluru, IndiaHQ checked Sep 20, 20261-1012 contacts →

Partial evidence

“Novelty Wealth is a SEBI-registered investment adviser and wealth platform built for affluent Indian families who want clarity, confidence, and control over their finances.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceBengaluru, IndiaHQ checked Sep 20, 202611-5011 contacts →

Strong evidence

“Acumen Wealthcare Solutions pvt ltd is an Investment Advisory Firm.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceBengaluru, IndiaHQ checked Sep 20, 202611-5010 contacts →

Partial evidence

“We are a boutique portfolio management firm redefining investment excellence through innovation and intelligence.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceBengaluru, IndiaHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“Established in 2011, Singularis Wealth serves as your guide through the intricate world of investments.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceBengaluru, IndiaHQ checked Sep 20, 202611-507 contacts →

Partial evidence

“Welcome to Crown Advisors.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceBengaluru, IndiaHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“Agnam Advisors, a SEBI registered fee-only investment advisory firm, operates on a client-focused advisory model, offering impartial advice.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceBengaluru, IndiaHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“At Finapian, we provide comprehensive financial services to clients across the globe, specializing in Insurance, Investments, Portfolio Management, Real Estate as well as Travel &…”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceBengaluru, IndiaHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“We help you achieve your Financial Goals through systemic planning and customised strategies.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceBengaluru, IndiaHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“We are a global wealth advisory firm helping HNIs invest confidently in international public markets-through a robust, portfolio-based approach.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceBengaluru, IndiaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Arunasset was founded in 2006 with the aim of helping clients achieve their financial goals and grow their wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceBengaluru, IndiaHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Ankhonia Advisors Pvt.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceBengaluru, IndiaHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Empowering people with our valuable financial services.”

Source: RevenueBase Database · checked Sep 20, 2026
17Strong evidenceBengaluru, IndiaHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Hourly-Fee Financial Planner & SEBI Registered Investment Advisor (SEBI Registered Investment Adviser / Avinash Khatoo Luthria) avinash@fiduciaries.in”

Source: RevenueBase Database · checked Sep 20, 2026
18Strong evidenceBengaluru, IndiaHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Korman Capital Investment Advisors LLP is a SEBI Registered Investment Adviser & Portfolio Manager focused on Indian equity markets.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceBengaluru, IndiaHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Our purpose is to influence efficient capital allocation.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceBengaluru, IndiaHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“At Edge Associates, we don’t just manage wealth-we help you build it with purpose.”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceBengaluru, IndiaHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Basil Financials is a financial advisory firm dedicated to serving the investment needs of a wide range of clients.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 21 of 100 investment advisory companies based in Bengaluru, India

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Investment advisory companies based in Bengaluru, India at a glance

As of Sep 20, 2026
20.6%Verified-email coverage
9.6Average contacts per company
1-10Median size (employees)
503.0%Largest-city concentration · Mumbai
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
67
11-50
24
51-200
4
201-500
5

Email recency for this list is measured across the whole India list rather than for Bengaluru, so it is reported there. Company counts and contact totals on this page are exact for Bengaluru, over 100 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 Bengaluru, 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 Bengaluru 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, 198 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

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 Bengaluru, India?

RevenueBase identified 100 investment advisory companies headquartered in Bengaluru, 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?

Excelberg, headquartered in Bengaluru, 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 198 verified decision-maker contacts tracked across these 100 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.