Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 1,865 companies tracked

RevenueBase identified 1,865 investment advisory platforms headquartered in India as of September 2026 and tracks 43,694 professional contacts across them, including 6,373 with verified work emails. Mumbai is the largest hub.

This list covers investment advisory platforms headquartered in 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 14, 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 14, 2026 86% judged on-target in blind review

1,865Companies

43,694Contacts tracked

6,373Verified emails

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The 25 largest investment advisory platforms based in India

Ranked by team size

Top 25 of 1,865 investment advisory platforms based in India, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory platforms: 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	Icici Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	1,001-5,000	7,289 contacts →
	Indirect evidence “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Source: RevenueBase Database · checked Sep 14, 2026
2	Kotak Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	1,001-5,000	6,610 contacts →
	Indirect evidence “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Source: RevenueBase Database · checked Sep 14, 2026
3	GROWW	Partial evidence	Bengaluru, IndiaHQ checked Sep 14, 2026	501-1,000	2,165 contacts →
	Partial evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 14, 2026
4	Ventura	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	1,001-5,000	2,047 contacts →
	Strong evidence “Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Source: RevenueBase Database · checked Sep 14, 2026
5	Choice	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	5,001-10,000	1,282 contacts →
	Indirect evidence “Choice Equity Broking Private Limited: SEBI Reg No.” Source: RevenueBase Database · checked Sep 14, 2026
6	1 Finance	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	945 contacts →
	Indirect evidence “Most financial advice is built around products.” Source: RevenueBase Database · checked Sep 14, 2026
7	Fundsindia	Partial evidence	Bengaluru, IndiaHQ checked Sep 14, 2026	1,001-5,000	623 contacts →
	Partial evidence “Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Source: RevenueBase Database · checked Sep 14, 2026
8	Dezerv	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	501-1,000	589 contacts →
	Partial evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 14, 2026
9	ABC	Indirect evidence	Chennai, IndiaHQ checked Sep 14, 2026	501-1,000	538 contacts →
	Indirect evidence “Aditya Birla Money Limited ("ABML"), a subsidiary of Aditya Birla Capital Limited, is a listed company.” Source: RevenueBase Database · checked Sep 14, 2026
10	Paytm Money	Indirect evidence	Noida, IndiaHQ checked Sep 14, 2026	201-500	521 contacts →
	Indirect evidence “At Paytm Money, we’re on a mission to simplify and democratize investing for every Indian.” Source: RevenueBase Database · checked Sep 14, 2026
11	Fisdom	Partial evidence	Bengaluru North, IndiaHQ checked Sep 14, 2026	501-1,000	348 contacts →
	Partial evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 14, 2026
12	Banksathi	Strong evidence	Bangalore, IndiaHQ checked Sep 14, 2026	51-200	280 contacts →
	Strong evidence “About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.” Source: RevenueBase Database · checked Sep 14, 2026
13	Gepl Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	278 contacts →
	Indirect evidence “GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…” Source: RevenueBase Database · checked Sep 14, 2026
14	ET Money	Indirect evidence	Gurugram, IndiaHQ checked Sep 14, 2026	51-200	243 contacts →
	Indirect evidence “When you invest with intelligence, life opens up a wealth of choices.” Source: RevenueBase Database · checked Sep 14, 2026
15	Fincart Financial Planners	Indirect evidence	Noida, IndiaHQ checked Sep 14, 2026	51-200	226 contacts →
	Indirect evidence “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Source: RevenueBase Database · checked Sep 14, 2026
16	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	212 contacts →
	Partial evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 14, 2026
17	Univest	Strong evidence	Gurugram, IndiaHQ checked Sep 14, 2026	201-500	174 contacts →
	Strong evidence “Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Source: RevenueBase Database · checked Sep 14, 2026
18	Zfunds	Indirect evidence	Gurugram, IndiaHQ checked Sep 14, 2026	51-200	165 contacts →
	Indirect evidence “The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.” Source: RevenueBase Database · checked Sep 14, 2026
19	Parag Parikh Financial Advisory Services Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	163 contacts →
	Partial evidence “Parag Parikh Financial Advisory Services Ltd.” Source: RevenueBase Database · checked Sep 14, 2026
20	Fintoo	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	149 contacts →
	Partial evidence “Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…” Source: RevenueBase Database · checked Sep 14, 2026
21	MFA	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	135 contacts →
	Indirect evidence “Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.” Source: RevenueBase Database · checked Sep 14, 2026
22	Eastern Financiers LTD	Strong evidence	Kolkata, IndiaHQ checked Sep 14, 2026	201-500	128 contacts →
	Strong evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 14, 2026
23	Sharelhan Limited	Indirect evidence	Kolkata, IndiaHQ checked Sep 14, 2026	501-1,000	123 contacts →
	Indirect evidence “We reckon such questions generally come to the uninitiated, and perhaps that's why you're here on this page in the first place!” Source: RevenueBase Database · checked Sep 14, 2026
24	Equirus Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	122 contacts →
	Partial evidence “Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…” Source: RevenueBase Database · checked Sep 14, 2026
25	Fisdom Private Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	122 contacts →
	Indirect evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 14, 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory platforms. 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 1,865 investment advisory platforms based in India

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Investment advisory platforms based in India at a glance

As of Sep 14, 2026

14.6%Verified-email coverage

23.4Average contacts per company

1-10Median size (employees)

15.4%Largest-city concentration · Mumbai

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

1,078

11-50

544

51-200

149

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 1,865 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 platforms, 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 India whose own description of what they do matches “investment advisory platforms”. 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 platforms), 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 platforms, and records with no verified work email. Companies headquartered outside India 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, 6,373 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 14, 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 platforms by metro

Investment advisory platforms in Mumbai287
Investment advisory platforms in Bangalore112
Investment advisory platforms in Pune106
Investment advisory platforms in Bengaluru102
Investment advisory platforms in New Delhi90
Investment advisory platforms in Kolkata61
Investment advisory platforms in Ahmedabad59
Investment advisory platforms in Chennai58
Investment advisory platforms in Noida57
Investment advisory platforms in Hyderabad54
Investment advisory platforms in Indore48
Investment advisory platforms in Delhi47
Investment advisory platforms in Gurugram40
Investment advisory platforms in Gurgaon32
Investment advisory platforms in Jaipur32
Investment advisory platforms in Thane30
Investment advisory platforms in Surat29

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 platforms, 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 platforms are there based in India?

RevenueBase identified 1,865 investment advisory platforms headquartered in 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?

Icici Securities, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

Mumbai leads with 287 headquartered companies, followed by Bangalore (112) and Pune (106).

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 6,373 verified decision-maker contacts tracked across these 1,865 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 14, 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.