Company lists · Data refreshed September 2026

Top 25 Investment advisory companies based in Pune, India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 211 companies tracked

RevenueBase identified 211 investment advisory companies headquartered in Pune, India as of September 2026 and tracks 977 professional contacts across them, including 156 with verified work emails. Mumbai is the largest hub.

This list covers investment advisory companies headquartered in Pune, 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

211Companies

977Contacts tracked

156Verified emails

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The 25 largest investment advisory companies based in Pune, India

Ranked by team size

Top 25 of 211 investment advisory companies based in Pune, 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	Niveza India PVT LTD	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	51-200	53 contacts →
	Indirect evidence “Niveza India Pvt.” Source: RevenueBase Database · checked Sep 20, 2026
2	Moneyworks4me	Partial evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	33 contacts →
	Partial evidence “MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) focused on helping investors build long-term wealth through transparent, research-driven & conflict-free guidance.” Source: RevenueBase Database · checked Sep 20, 2026
3	Raya Wealth Private Limited	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…” Source: RevenueBase Database · checked Sep 20, 2026
4	Cedrus Wealth Partners	Strong evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	19 contacts →
	Strong evidence “Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Source: RevenueBase Database · checked Sep 20, 2026
5	Shepherd's Hill Group	Partial evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	15 contacts →
	Partial evidence “Shepherd's Hill is an India-based investment adviser and asset manager.” Source: RevenueBase Database · checked Sep 20, 2026
6	Primewealth	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	15 contacts →
	Indirect evidence “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Source: RevenueBase Database · checked Sep 20, 2026
7	Wise Turtle Finserv LLP	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Wise Turtle is founded with an objective to ensure Curated and Bespoke solutions for our High-Net-worth clients.” Source: RevenueBase Database · checked Sep 20, 2026
8	Moneyspring	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “At MoneySpring, we believe wealth is not built through chance - it’s built through clarity, structure, and compounding.” Source: RevenueBase Database · checked Sep 20, 2026
9	Mintwit Financial Services	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	13 contacts →
	Indirect evidence “At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Source: RevenueBase Database · checked Sep 20, 2026
10	Innovate Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	12 contacts →
	Partial evidence “Innovate Financial Services is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of Wealth Management, Investment…” Source: RevenueBase Database · checked Sep 20, 2026
11	Future Vista	Partial evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial evidence “Future Vista is helping clients manage all aspects of their personal investments and finances.” Source: RevenueBase Database · checked Sep 20, 2026
12	Integra Wealth LLP	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “Integra Wealth LLP (IWL) is a trustworthy and independent institution that offers Financial Services to Individuals, Institutions and various Companies etc.” Source: RevenueBase Database · checked Sep 20, 2026
13	Perpetual Wealth Management	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Source: RevenueBase Database · checked Sep 20, 2026
14	Acumenn Money PVT LTD	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Acumenn Money Pvt Ltd is a distinguished financial firm founded by Mr.” Source: RevenueBase Database · checked Sep 20, 2026
15	Shubbaan Investments	Partial evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	10 contacts →
	Partial evidence “The Goal Mantra of Shubbaan Investments is Prosperity for All.” Source: RevenueBase Database · checked Sep 20, 2026
16	Fermi325 Investment Advisers	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Fermi325 works on the principle of 100% alignment of interest with our clients.” Source: RevenueBase Database · checked Sep 20, 2026
17	Purnartha Investment Advisers Pvt. LTD	Partial evidence	Pune, IndiaHQ checked Sep 20, 2026	201-500	8 contacts →
	Partial evidence “Purnartha is the manifestation of a simple thought - to demystify the world of equity investments and create an ecosystem backed by unmatched expertise, transparency, and strong…” Source: RevenueBase Database · checked Sep 20, 2026
18	Arvo Wealth	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “ARVO (Origin: Finnish / Meaning: Value, Worth, Calibre) is built to have a differentiated approach to Wealth Management & Client Service by combining large-firm resources &…” Source: RevenueBase Database · checked Sep 20, 2026
19	Perpetual Capital Advisors PVT LTD	Strong evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Perpetual Capital Advisors is a premier investment advisory firm (SEBI Registered Investment Advisers Registration No.” Source: RevenueBase Database · checked Sep 20, 2026
20	Growfinn Wealth Management	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “Growfinn Wealth Management, established in 2008, is a boutique Wealth Management company.” Source: RevenueBase Database · checked Sep 20, 2026
21	Prosperitree	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “PROSPERiTREE is an independent financial services organization, operating from Pune and Goa, dedicated to offering successful individuals, families, trusts and organizations…” Source: RevenueBase Database · checked Sep 20, 2026
22	Insynch Wealth Management LLP	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “A wealth management firm catering to mainly Mutual Fund distribution and Equity brooking.” Source: RevenueBase Database · checked Sep 20, 2026
23	Finlift Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	5 contacts →
	Partial evidence “Finlift is an independent financial firm that designs customized financial solutions to help individuals, families and corporates to achieve their investment objectives and…” Source: RevenueBase Database · checked Sep 20, 2026
24	Inertia Wealth Creators	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
25	Cresta Wealth	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.” 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 211 investment advisory companies based in Pune, India

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Investment advisory companies based in Pune, India at a glance

As of Sep 20, 2026

16.0%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

238.4%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

146

11-50

51-200

201-500

5,001-10,000

Email recency for this list is measured across the whole India list rather than for Pune, so it is reported there. Company counts and contact totals on this page are exact for Pune, over 211 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 Pune, 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 Pune 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, 156 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 Pune, India?

RevenueBase identified 211 investment advisory companies headquartered in Pune, 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?

Niveza India PVT LTD, headquartered in Pune, 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 156 verified decision-maker contacts tracked across these 211 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.