Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Pune, India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 176 companies tracked

RevenueBase identified 176 investment management consulting firms headquartered in Pune, India as of September 2026 and tracks 1,141 professional contacts across them, including 181 with verified work emails. Mumbai is the largest hub.

This list covers investment management consulting firms 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 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

176Companies

1,141Contacts tracked

181Verified emails

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

Ranked by team size

Top 25 of 176 investment management consulting firms based in Pune, 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	Moneyworks4me	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	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 21, 2026
2	Oaklanecapital	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	32 contacts →
	Partial evidence “Oaklane Capital is a long-term investment firm focused on preserving and compounding capital across market cycles.” Source: RevenueBase Database · checked Sep 21, 2026
3	Asset Financial Consultants PVT LTD	Indirect evidence	Pune, IndiaHQ checked Sep 21, 2026	201-500	31 contacts →
	Indirect evidence “Welcome to Asset Financial Consultants.” Source: RevenueBase Database · checked Sep 21, 2026
4	AVA Insights	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	27 contacts →
	Partial evidence “AVA Insights is a multi-disciplinary professional services firm delivering end-to-end advisory across Transaction Advisory, Consulting, Startup Advisory, Risk Advisory, Fractional…” Source: RevenueBase Database · checked Sep 21, 2026
5	HU Consultancy	Indirect evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	20 contacts →
	Indirect evidence “We are Consultancy Firm focused on M&A's, JV's and Financial Re-engineering.” Source: RevenueBase Database · checked Sep 21, 2026
6	Cedrus Wealth Partners	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	19 contacts →
	Partial evidence “Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Source: RevenueBase Database · checked Sep 21, 2026
7	RCS Advisors India	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	16 contacts →
	Partial evidence “RCS Advisors is an independent strategy and investment advisory firm based in India that provides a wide range of financial services worldwide to a substantial and diversified…” Source: RevenueBase Database · checked Sep 21, 2026
8	Primewealth	Indirect evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	15 contacts →
	Indirect evidence “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Source: RevenueBase Database · checked Sep 21, 2026
9	Azalea Advisors LLP	Indirect evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	14 contacts →
	Indirect evidence “Azalea Advisors - a professional advisory group offering the gamut of services under one umbrella.” Source: RevenueBase Database · checked Sep 21, 2026
10	Wise Turtle Finserv LLP	Indirect evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence “Wise Turtle is founded with an objective to ensure Curated and Bespoke solutions for our High-Net-worth clients.” Source: RevenueBase Database · checked Sep 21, 2026
11	Moneyspring	Indirect evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	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 21, 2026
12	Mintwit Financial Services	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	13 contacts →
	Partial evidence “At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Source: RevenueBase Database · checked Sep 21, 2026
13	Thinkitive Global Consulting PVT LTD	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	51-200	12 contacts →
	Partial evidence “We are a team of highly accredited business professionals from Finance, Accounting, Marketing, Sales & Distribution, Strategy, Risk and Investment background working together…” Source: RevenueBase Database · checked Sep 21, 2026
14	Innovate Financial Services	Strong evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	12 contacts →
	Strong evidence “Innovate Financial Services is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of Wealth Management, Investment…” Source: RevenueBase Database · checked Sep 21, 2026
15	Future Vista	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	11 contacts →
	Partial evidence “Future Vista is helping clients manage all aspects of their personal investments and finances.” Source: RevenueBase Database · checked Sep 21, 2026
16	Veracity Investment Management	Strong evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	11 contacts →
	Strong evidence “Veracity Investment Management is an integrated distribution firm that specializes in offering a varied bouquet of customized services to people.” Source: RevenueBase Database · checked Sep 21, 2026
17	Perpetual Wealth Management	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	10 contacts →
	Partial 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 21, 2026
18	Arvo Wealth	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	8 contacts →
	Partial evidence “ARVO (Origin: Finnish / Meaning: Value, Worth, Calibre) is built to have a differentiated approach to Wealth Management & Client Service by combining large-firm resources &…” Source: RevenueBase Database · checked Sep 21, 2026
19	Perpetual Capital Advisors PVT LTD	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	8 contacts →
	Partial evidence “Perpetual Capital Advisors is a premier investment advisory firm (SEBI Registered Investment Advisers Registration No.” Source: RevenueBase Database · checked Sep 21, 2026
20	HON Financial Advisors	Indirect evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	8 contacts →
	Indirect evidence “Fueling Growth & Success: Tailored Financial Solutions We are Hon Advisors, your trusted partner in outsourced finance solutions.” Source: RevenueBase Database · checked Sep 21, 2026
21	Growfinn Wealth Management	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	7 contacts →
	Partial evidence “Growfinn Wealth Management, established in 2008, is a boutique Wealth Management company.” Source: RevenueBase Database · checked Sep 21, 2026
22	Capital-K Financial Advisory Services	Indirect evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	6 contacts →
	Indirect evidence “Capital-K Financial Advisory Services is an Integrated Financial Service Company.” Source: RevenueBase Database · checked Sep 21, 2026
23	Insynch Wealth Management LLP	Partial evidence	Pune, IndiaHQ checked Sep 21, 2026	11-50	5 contacts →
	Partial evidence “A wealth management firm catering to mainly Mutual Fund distribution and Equity brooking.” Source: RevenueBase Database · checked Sep 21, 2026
24	Inertia Wealth Creators	Indirect evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
25	Cresta Wealth	Indirect evidence	Pune, IndiaHQ checked Sep 21, 2026	1-10	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 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 176 investment management consulting firms based in Pune, India

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

As of Sep 21, 2026

15.9%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

261.4%Largest-city concentration · Mumbai

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

107

11-50

51-200

201-500

5,001-10,000

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 176 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 Pune, 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 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, 181 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 Pune, India?

RevenueBase identified 176 investment management consulting firms 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?

Moneyworks4me, headquartered in Pune, 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 181 verified decision-maker contacts tracked across these 176 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.