Company lists · Data refreshed September 2026
Top 20 Investment advisory platforms based in Pune, India
RevenueBase identified 106 investment advisory platforms headquartered in Pune, India as of September 2026 and tracks 877 professional contacts across them, including 78 with verified work emails. Mumbai is the largest hub.
This list covers investment advisory platforms 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 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.
The 20 largest investment advisory platforms based in Pune, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 53 contacts → | ||||
Indirect evidence “Niveza India Pvt.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 27 contacts → | ||||
Indirect evidence “Feeling overwhelmed by your finances?” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 26 contacts → | ||||
Partial evidence “We guide clients in financial decision making and providing best investment options.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Partial evidence “Future Vista is helping clients manage all aspects of their personal investments and finances.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “Top Quartile Financial Services Private Limited, located in Pune is a distributor of financial products specializing in financial planning, distribution of Mutual Funds, Portfolio…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Indirect evidence “Fermi325 works on the principle of 100% alignment of interest with our clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Strong evidence “Perpetual Capital Advisors is a premier investment advisory firm (SEBI Registered Investment Advisers Registration No.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “The word ‘Nirmiti’, in Sanskrit, simply means Creation.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Strong evidence “FinSharpe is a SEBI registered investment advisor that creates long term investment portfolios using quantitative analysis Company Name: FinSharpe Private Limited.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Welcome to wealthphi!” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Strong evidence “Candor Investing is a SEBI registered investment advisory firm committed to empowering individuals, trusts, and family offices in their wealth creation journey through equity…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Strong evidence “InvesQ is a SEBI-registered investment advisor based in Pune, India.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “MyFundBazaar, your one-stop platform to your financial needs, tracks your spending patterns and optimises your savings - short-term and long-term.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “At Bodhi Wealth, we specialize in crafting meticulously balanced mutual fund portfolios tailored to empower our partners in achieving enduring wealth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
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 20 of 106 investment advisory platforms based in Pune, India
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 78 reachable decision-makers.
Free signup · no credit card
Investment advisory platforms based in Pune, India at a glance
As of Sep 14, 2026Companies by employee count
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 106 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 Pune, 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 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, 78 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 in India
- 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 Pune, India?
RevenueBase identified 106 investment advisory platforms 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 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 78 verified decision-maker contacts tracked across these 106 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.
Ready to reach these companies? Verified emails and direct dials for all 106 investment advisory platforms based in Pune, India. Start with a free account, no credit card.
Download this list →Related lists
Investment advisory platforms by geography
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada
- Investment advisory platforms based in Germany
- Investment advisory platforms based in Switzerland
- Investment advisory platforms based in South Africa
- Investment advisory platforms based in Spain
- Investment advisory platforms based in the Netherlands
- Investment advisory platforms based in Mexico
Browse the directory
Browse: Companies home · Investment advisory platforms in India · All India lists · All Investment advisory platforms lists · New lists
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada