Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Bangalore, India

Name: Investment management consulting firms based in Bangalore, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 105 companies tracked

RevenueBase identified 105 investment management consulting firms headquartered in Bangalore, India as of September 2026 and tracks 707 professional contacts across them, including 95 with verified work emails. Mumbai is the largest hub.

This list covers investment management consulting firms headquartered in Bangalore, 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 21, 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 21, 2026 86% judged on-target in blind review

105Companies

707Contacts tracked

95Verified emails

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The 25 largest investment management consulting firms based in Bangalore, India

Ranked by team size

Top 25 of 105 investment management consulting firms based in Bangalore, India, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consulting firms: 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	International Money Matters PVT LTD	Partial evidence	Bangalore, IndiaHQ checked Sep 21, 2026	51-200	57 contacts →
	Partial evidence “Established in November 2001, we are a SEBI registered financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 21, 2026
2	I CAP Financial Services	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	51 contacts →
	Indirect evidence “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Source: RevenueBase Database · checked Sep 21, 2026
3	DEV Mantra Financial Services PVT LTD	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	51-200	40 contacts →
	Indirect evidence “Dev Mantra Financial Services is a Bengaluru-based financial advisory firm founded in 2008.” Source: RevenueBase Database · checked Sep 21, 2026
4	Kreditmetrix Advisors	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	22 contacts →
	Indirect evidence “KreditMetriX Advisors is set up by veterans of the finance industry with specialization in Credit Rating industry.” Source: RevenueBase Database · checked Sep 21, 2026
5	Winnest	Strong evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	21 contacts →
	Strong evidence “WinNest is a holistic financial services company, focused on Investment management.” Source: RevenueBase Database · checked Sep 21, 2026
6	We Corp	Partial evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	12 contacts →
	Partial evidence “Start Your Investment Journey With Us!” Source: RevenueBase Database · checked Sep 21, 2026
7	Makven Capital	Strong evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	11 contacts →
	Strong evidence “A mid-market Investment Banking, Consulting, and Advisory firm with over 25 years of Experience & Expertise.” Source: RevenueBase Database · checked Sep 21, 2026
8	2i Wealth	Partial evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	11 contacts →
	Partial evidence “2i Wealth is a Bangalore-based Investment Services firm focusing on Disciplined Investments Strategies for Individual, NRIs and Corporates to meet their Financial Goals.” Source: RevenueBase Database · checked Sep 21, 2026
9	Ocellus Consulting	Partial evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	10 contacts →
	Partial evidence “Ocellus Consulting is a distinguished financial and strategic business advisory firm with decades of combined experience, committed to delivering unparalleled, customized…” Source: RevenueBase Database · checked Sep 21, 2026
10	Praaqar Consultancy Services LLP	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	8 contacts →
	Indirect evidence “Praaqar is a professional advisory firm setup by professionals with more than a decade of experience specialized in providing solutions to corporates in various sectors on…” Source: RevenueBase Database · checked Sep 21, 2026
11	Sinhasi Consultants Pvt. LTD	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	8 contacts →
	Indirect evidence “The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Source: RevenueBase Database · checked Sep 21, 2026
12	Purpletouch Finserve	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	7 contacts →
	Indirect evidence “At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Source: RevenueBase Database · checked Sep 21, 2026
13	Sumex Private Wealth	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	7 contacts →
	Indirect evidence “Sumex is a new private wealth entity established in January, 2018.” Source: RevenueBase Database · checked Sep 21, 2026
14	sipfund.com	Partial evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	7 contacts →
	Partial evidence “Sipfund.com is into client-based advisory services and providing investment-related essential information to meet their financial goals on a long term basis.” Source: RevenueBase Database · checked Sep 21, 2026
15	Spark Global Consulting	Strong evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	7 contacts →
	Strong evidence “The inception of Spark Global Consulting happened with a vision to become one of the most prominent & reliable management consulting firms for organizations looking for a one-stop…” Source: RevenueBase Database · checked Sep 21, 2026
16	Finhancers	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	7 contacts →
	Indirect evidence “Finhancers.com is a SEBI registered financial services company that offers a hybrid presence and deals with multiple asset classes including mutual funds, stocks, bonds…” Source: RevenueBase Database · checked Sep 21, 2026
17	Venn Wealth	Partial evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	6 contacts →
	Partial evidence “Financial Planning \| Wealth Management \| Multi Family Office Founded in August, 2017, Venn Wealth is a Financial Advisory Firm based out of Bangalore, India.” Source: RevenueBase Database · checked Sep 21, 2026
18	Cerebral Advisors	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence “Cerebral Advisors is a new venture started by a group of professionals with a common quest of serving clients to achieve financial independence.” Source: RevenueBase Database · checked Sep 21, 2026
19	Credel Capital	Partial evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	4 contacts →
	Partial evidence “Credel Capital is a boutique investment advisory firm that provides personalised financial services to individuals and corporate investors across the country.” Source: RevenueBase Database · checked Sep 21, 2026
20	Mywealthjunction	Partial evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	4 contacts →
	Partial evidence “We are on a mission to simplify your Financial Planning and Investments using technology.” Source: RevenueBase Database · checked Sep 21, 2026
21	Angelina Consultancy Services	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Angelina Consultancy Services was founded in March of 2008 with a motto of 'Excellence in Service'.” Source: RevenueBase Database · checked Sep 21, 2026
22	Dynamic CFO Services	Partial evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	4 contacts →
	Partial evidence “We are a consulting services based out of Bangalore.” Source: RevenueBase Database · checked Sep 21, 2026
23	Wealth Wise	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	4 contacts →
	Indirect evidence “WEALTHWISE - Your Trusted Partner in Financial Growth!” Source: RevenueBase Database · checked Sep 21, 2026
24	Sunshine Financials	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “Sunshine Financials helps Individuals and Families to manage and grow their personal wealth.” Source: RevenueBase Database · checked Sep 21, 2026
25	Trustdeck Associates	Indirect evidence	Bangalore, IndiaHQ checked Sep 21, 2026	11-50	2 contacts →
	Indirect evidence “At TrustDeck Associates, we advise companies on strategic partnerships, equity fundraising, M&A advisory, Valuation, Government Grant Advisory, Industry Research, and Competitor…” Source: RevenueBase Database · checked Sep 21, 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 consulting firms. 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 consulting firms.
Partial evidence: Its own public description names part of investment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consulting firms. 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 105 investment management consulting firms based in Bangalore, India

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Investment management consulting firms based in Bangalore, India at a glance

As of Sep 21, 2026

13.4%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

438.1%Largest-city concentration · Mumbai

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole India list rather than for Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore, over 105 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 consulting firms, 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 Bangalore, India whose own description of what they do matches “investment management consulting firms”. 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 consulting firms), 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 consulting firms, and records with no verified work email. Companies headquartered outside Bangalore 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, 95 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 21, 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 consulting firms by metro in India

Investment management consulting firms in Mumbai460
Investment management consulting firms in New Delhi217
Investment management consulting firms in Pune176
Investment management consulting firms in Ahmedabad120
Investment management consulting firms in Bangalore105
Investment management consulting firms in Kolkata104
Investment management consulting firms in Chennai90
Investment management consulting firms in Bengaluru89
Investment management consulting firms in Noida87
Investment management consulting firms in Delhi85
Investment management consulting firms in Hyderabad76
Investment management consulting firms in Gurgaon64
Investment management consulting firms in Gurugram50
Investment management consulting firms in Jaipur38
Investment management consulting firms in Surat38
Investment management consulting firms in Indore37
Investment management consulting firms in Vadodara34
Investment management consulting firms in Thane33
Investment management consulting firms in Navi Mumbai25

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 consulting firms, 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 consulting firms are there based in Bangalore, India?

RevenueBase identified 105 investment management consulting firms headquartered in Bangalore, 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?

International Money Matters PVT LTD, headquartered in Bangalore, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

Mumbai leads with 460 headquartered companies, followed by New Delhi (217) and Pune (176).

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 95 verified decision-maker contacts tracked across these 105 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 21, 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.