Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Mumbai, India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 460 companies tracked

RevenueBase identified 460 investment management consulting firms headquartered in Mumbai, India as of September 2026 and tracks 9,115 professional contacts across them, including 2,121 with verified work emails. Mumbai is the largest hub.

This list covers investment management consulting firms headquartered in Mumbai, 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

460Companies

9,115Contacts tracked

2,121Verified emails

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

Ranked by team size

Top 25 of 460 investment management consulting firms based in Mumbai, 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	Emkay Global Financial Services LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	501-1,000	816 contacts →
	Indirect evidence “Connect and Converse with likeminded people, Contribute and share your thoughts.” Source: RevenueBase Database · checked Sep 21, 2026
2	Idbi Capital Markets & Securities LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	501-1,000	784 contacts →
	Indirect evidence “SEBI Reg No:NSE (CM, F&O) & BSE No:0893 \| DP ID: IN300-079/450 \| NSE Member No- 07066 \| BSE Clg.” Source: RevenueBase Database · checked Sep 21, 2026
3	TRUST	Partial evidence	Mumbai, IndiaHQ checked Sep 21, 2026	201-500	557 contacts →
	Partial evidence “TRUST Group is India’s leading institutionalized multi-line and multi-asset financial services platform ranging across investment banking solutions, capital market services…” Source: RevenueBase Database · checked Sep 21, 2026
4	Monarch Networth Capital LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	501-1,000	528 contacts →
	Indirect evidence “Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Source: RevenueBase Database · checked Sep 21, 2026
5	Nuvama Group	Partial evidence	Mumbai, IndiaHQ checked Sep 21, 2026	1,001-5,000	448 contacts →
	Partial evidence “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Source: RevenueBase Database · checked Sep 21, 2026
6	Whiteoak Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	201-500	323 contacts →
	Indirect evidence “WHO ARE WE?” Source: RevenueBase Database · checked Sep 21, 2026
7	Incred Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 21, 2026	201-500	282 contacts →
	Strong evidence “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Source: RevenueBase Database · checked Sep 21, 2026
8	Parag Parikh Financial Advisory Services Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	51-200	163 contacts →
	Indirect evidence “Parag Parikh Financial Advisory Services Ltd.” Source: RevenueBase Database · checked Sep 21, 2026
9	Analah	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	51-200	154 contacts →
	Indirect evidence “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Source: RevenueBase Database · checked Sep 21, 2026
10	Pioneer Investcorp	Partial evidence	Mumbai, IndiaHQ checked Sep 21, 2026	201-500	117 contacts →
	Partial evidence “Pioneer Investcorp (PINC) is one of India’s leading investment Bankers and Institutional Brokers.” Source: RevenueBase Database · checked Sep 21, 2026
11	Alchemy Capital Management PVT LTD	Strong evidence	Mumbai, IndiaHQ checked Sep 21, 2026	51-200	92 contacts →
	Strong evidence “Alchemy Capital Management Private Limited (“Alchemy”) is a SEBI-registered Portfolio Manager and also acts as the Investment Manager for SEBI-registered Alternative Investment…” Source: RevenueBase Database · checked Sep 21, 2026
12	Multi-Act	Partial evidence	Mumbai, IndiaHQ checked Sep 21, 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 21, 2026
13	Deven Choksey	Strong evidence	Mumbai, IndiaHQ checked Sep 21, 2026	51-200	64 contacts →
	Strong evidence “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Source: RevenueBase Database · checked Sep 21, 2026
14	Rurash Financials Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	51-200	59 contacts →
	Indirect evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 21, 2026
15	Epsilon Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	51-200	58 contacts →
	Indirect evidence “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Source: RevenueBase Database · checked Sep 21, 2026
16	Stack Wealth	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	11-50	52 contacts →
	Indirect evidence “Historically, premium wealth-building strategies were a privilege reserved for high-net-worth individuals, leaving everyday investors with meagre options like fixed deposits &…” Source: RevenueBase Database · checked Sep 21, 2026
17	Renaissance Investment Managers Private Limited	Strong evidence	Mumbai, IndiaHQ checked Sep 21, 2026	51-200	49 contacts →
	Strong evidence “Renaissance Investment Managers is an equity-focused investment house managing client assets through Portfolio Management Services (PMS) and Alternate Investment Funds (AIFs).” Source: RevenueBase Database · checked Sep 21, 2026
18	Northstar Analytics	Partial evidence	Mumbai, IndiaHQ checked Sep 21, 2026	51-200	42 contacts →
	Partial evidence “Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Source: RevenueBase Database · checked Sep 21, 2026
19	Plan Ahead Wealth Advisors	Partial evidence	Mumbai, IndiaHQ checked Sep 21, 2026	11-50	40 contacts →
	Partial evidence “Plan Ahead Wealth Advisors is a SEBI Registered Investment Advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026
20	Magnum Equity Broking Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	51-200	39 contacts →
	Indirect evidence “About Equity, Derivative, Commodity, Currency Broking.” Source: RevenueBase Database · checked Sep 21, 2026
21	Affluence Advisory	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	51-200	38 contacts →
	Indirect evidence “Affluence Advisory has been established with a vision to provide one stop solutions to clients’ needs amidst ever-changing environment.” Source: RevenueBase Database · checked Sep 21, 2026
22	Walter Advisors	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	11-50	38 contacts →
	Indirect evidence “At Walter Advisors, we believe that businesses deserve more than just guidance, they deserve a trusted partner through every critical decision.” Source: RevenueBase Database · checked Sep 21, 2026
23	Aequitas Investments	Partial evidence	Mumbai, IndiaHQ checked Sep 21, 2026	11-50	34 contacts →
	Partial evidence “Aequitas Investment Consultancy Pvt.” Source: RevenueBase Database · checked Sep 21, 2026
24	OLD Bridge Capital Management PVT LTD	Strong evidence	Mumbai, IndiaHQ checked Sep 21, 2026	n/a	33 contacts →
	Strong evidence “Old Bridge Capital Management (OBCM) is an Investment Management Company incorporated in Dec 2015 with a focus on equities.” Source: RevenueBase Database · checked Sep 21, 2026
25	Moneyedge Financial Consultancy	Indirect evidence	Mumbai, IndiaHQ checked Sep 21, 2026	11-50	33 contacts →
	Indirect evidence “Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” 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 460 investment management consulting firms based in Mumbai, India

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

As of Sep 21, 2026

23.3%Verified-email coverage

19.8Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Mumbai

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

242

11-50

162

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 460 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 Mumbai, 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 Mumbai 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, 2,121 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 Mumbai, India?

RevenueBase identified 460 investment management consulting firms headquartered in Mumbai, 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?

Emkay Global Financial Services LTD, headquartered in Mumbai, 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 2,121 verified decision-maker contacts tracked across these 460 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.