Company lists · Data refreshed September 2026

Top 25 Investment management app companies based in India

Name: Investment management app companies based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 538 companies tracked

RevenueBase identified 538 investment management app companies headquartered in India as of September 2026 and tracks 27,293 professional contacts across them, including 4,748 with verified work emails. Mumbai is the largest hub.

This list covers investment management app companies 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 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

538Companies

27,293Contacts tracked

4,748Verified emails

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The 25 largest investment management app companies based in India

Ranked by team size

Top 25 of 538 investment management app companies based in India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management app 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	Icici Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 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 20, 2026
2	Kotak Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 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 20, 2026
3	GROWW	Indirect evidence	Bengaluru, IndiaHQ checked Sep 20, 2026	501-1,000	2,165 contacts →
	Indirect 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 20, 2026
4	Fundsindia	Indirect evidence	Bengaluru, IndiaHQ checked Sep 20, 2026	1,001-5,000	623 contacts →
	Indirect 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 20, 2026
5	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	589 contacts →
	Strong evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 20, 2026
6	Claris Limited	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 20, 2026	201-500	530 contacts →
	Indirect evidence “Claris Ltd.(Claris) is a holding company established with a long-term objective of diversifying to multiple businesses, driven by the spirit of innovation & desire to make…” Source: RevenueBase Database · checked Sep 20, 2026
7	Indmoney	Partial evidence	Gurgaon, IndiaHQ checked Sep 20, 2026	201-500	479 contacts →
	Partial evidence “With INDmoney, your money works Day & Night - Invest in Indian markets during the day and US Markets in the night, all from one app.” Source: RevenueBase Database · checked Sep 20, 2026
8	Fisdom	Strong evidence	Bengaluru North, IndiaHQ checked Sep 20, 2026	501-1,000	348 contacts →
	Strong evidence “Fisdom is an extremely simple app to make smart investments.” Source: RevenueBase Database · checked Sep 20, 2026
9	Baroda BNP Paribas Mutual Fund	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	292 contacts →
	Indirect evidence “SEBI Registered- Baroda BNP Paribas Mutual Fund MF- 018/94/02 Registration Details Page- https://bit.ly/4vUlykP.” Source: RevenueBase Database · checked Sep 20, 2026
10	Gepl Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 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 20, 2026
11	Ionic Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	212 contacts →
	Indirect 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 20, 2026
12	Stockedge	Indirect evidence	Kolkata, IndiaHQ checked Sep 20, 2026	201-500	204 contacts →
	Indirect evidence “StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Source: RevenueBase Database · checked Sep 20, 2026
13	Zfunds	Indirect evidence	Gurugram, IndiaHQ checked Sep 20, 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 20, 2026
14	Ebixcash Financial Technologies	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	135 contacts →
	Partial evidence “EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Source: RevenueBase Database · checked Sep 20, 2026
15	Stoxbox	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	115 contacts →
	Indirect evidence “Welcome to StoxBox, your ultimate technology-based Value Broker!” Source: RevenueBase Database · checked Sep 20, 2026
16	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 20, 2026
17	Vertex Securities LTD	Indirect evidence	Cochin, IndiaHQ checked Sep 20, 2026	201-500	104 contacts →
	Indirect evidence “VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.” Source: RevenueBase Database · checked Sep 20, 2026
18	Investwell	Partial evidence	Gurgaon, IndiaHQ checked Sep 20, 2026	51-200	99 contacts →
	Partial evidence “InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…” Source: RevenueBase Database · checked Sep 20, 2026
19	kuvera.in	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	51-200	98 contacts →
	Partial evidence “Investment platform trusted by 18 Lakh+ investors with Rs crore in assets.” Source: RevenueBase Database · checked Sep 20, 2026
20	Torus Digital	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	92 contacts →
	Indirect evidence “Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Source: RevenueBase Database · checked Sep 20, 2026
21	Midasx Official	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	80 contacts →
	Indirect evidence “MIDASX is the only B2B2C AI-powered multi-asset marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Source: RevenueBase Database · checked Sep 20, 2026
22	Savart	Strong evidence	Hyderabad, IndiaHQ checked Sep 20, 2026	11-50	79 contacts →
	Strong evidence “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Source: RevenueBase Database · checked Sep 20, 2026
23	Ocean Finvest	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 20, 2026	11-50	75 contacts →
	Indirect evidence “Just like expert surfers ride the tides, Ocean Finvest helps you ride the waves of financial markets with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
24	Multi-Act	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	73 contacts →
	Partial evidence “Multi-Act Trade & Investments was founded in 1998 with the goal of providing superior investment research services to ultra high-net-worth individuals and family offices in India.” Source: RevenueBase Database · checked Sep 20, 2026
25	Helios Capital Asset Management India Pvt. LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	73 contacts →
	Partial evidence “Helios Capital Management India Pvt.Ltd (“Helios India”) is licensed by Securities & Exchange Board of India to offer Portfolio Management Services (PMS).” 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 management app 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 management app companies.
Partial evidence: Its own public description names part of investment management app companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management app 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 538 investment management app companies based in India

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Investment management app companies based in India at a glance

As of Sep 20, 2026

17.4%Verified-email coverage

50.7Average contacts per company

1-10Median size (employees)

18.6%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

271

11-50

178

51-200

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 538 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 management app 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 India whose own description of what they do matches “investment management app 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 management app 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 management app companies, 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, 4,748 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 management app companies by metro

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 management app 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 management app companies are there based in India?

RevenueBase identified 538 investment management app companies 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 management app companies?

Mumbai leads with 100 headquartered companies, followed by Bangalore (44) and Bengaluru (42).

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 4,748 verified decision-maker contacts tracked across these 538 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.