Company lists · Data refreshed September 2026

Top 25 Investment management app companies based in India

RevenueBase identified 538 company matches for investment management app companies associated with 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 company matches for investment management app companies associated with India, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
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 company matches for investment management app companies based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMumbai, IndiaHQ recorded Sep 20, 20261,001-5,0007,289 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchMumbai, IndiaHQ recorded Sep 20, 20261,001-5,0006,610 contacts →

Exact match

“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchBangalore, IndiaHQ recorded Sep 20, 2026501-1,0002,165 contacts →

Exact match

“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchBangalore, IndiaHQ recorded Sep 20, 20261,001-5,000623 contacts →

Exact match

“Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Sep 20, 2026501-1,000589 contacts →

Exact match

“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchAhmedabad, IndiaHQ recorded Sep 20, 2026201-500530 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchGurgaon, IndiaHQ recorded Sep 20, 2026201-500479 contacts →

Exact match

“With INDmoney, your money works Day & Night - Invest in Indian markets during the day and US Markets in the night, all from one app.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchBengaluru North, IndiaHQ recorded Sep 20, 2026501-1,000348 contacts →

Exact match

“Fisdom is an extremely simple app to make smart investments.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Sep 20, 2026201-500292 contacts →

Exact match

“SEBI Registered- Baroda BNP Paribas Mutual Fund MF- 018/94/02 Registration Details Page- https://bit.ly/4vUlykP.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchMumbai, IndiaHQ recorded Sep 20, 202651-200278 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchMumbai, IndiaHQ recorded Sep 20, 2026201-500212 contacts →

Exact match

“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchKolkata, IndiaHQ recorded Sep 20, 2026201-500204 contacts →

Exact match

“StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchGurgaon, IndiaHQ recorded Sep 20, 202651-200165 contacts →

Exact match

“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchMumbai, IndiaHQ recorded Sep 20, 2026201-500135 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Sep 20, 202651-200115 contacts →

Exact match

“Welcome to StoxBox, your ultimate technology-based Value Broker!”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Sep 20, 2026201-500107 contacts →

Exact match

“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchKochi, IndiaHQ recorded Sep 20, 2026201-500104 contacts →

Exact match

“VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchGurgaon, IndiaHQ recorded Sep 20, 202651-20099 contacts →

Exact match

“InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchBangalore, IndiaHQ recorded Sep 20, 202651-20098 contacts →

Exact match

“Investment platform trusted by 18 Lakh+ investors with Rs crore in assets.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchMumbai, IndiaHQ recorded Sep 20, 202651-20092 contacts →

Exact match

“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchMumbai, IndiaHQ recorded Sep 20, 202651-20080 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchHyderabad, IndiaHQ recorded Sep 20, 202611-5079 contacts →

Exact match

“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchAhmedabad, IndiaHQ recorded Sep 20, 202611-5075 contacts →

Exact match

“Just like expert surfers ride the tides, Ocean Finvest helps you ride the waves of financial markets with confidence.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchMumbai, IndiaHQ recorded Sep 20, 202651-20073 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchMumbai, IndiaHQ recorded Sep 20, 202611-5073 contacts →

Exact match

“Helios Capital Management India Pvt.Ltd (“Helios India”) is licensed by Securities & Exchange Board of India to offer Portfolio Management Services (PMS).”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 538 investment management app companies based in India

See the full list, filter by size, metro and specialty, and access 4,748 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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
50
201-500
24
501-1,000
5
1,001-5,000
4
5,001-10,000
3
10001+
1

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with India whose business descriptions match “investment management app companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 4,748 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment management app companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management app companies are there based in India?

RevenueBase identified 538 company matches for investment management app companies associated with India as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Icici Securities tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment management app companies?

Mumbai leads with 100 company records, followed by Bangalore (86) and New Delhi (29).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 4,748 professional contacts with verified work emails tracked across these 538 companies; direct dials are available where recorded.

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 SmartSearch, 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.