Company lists · Data refreshed September 2026

Top 25 Investment portfolio management software companies based in India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 350 companies tracked

RevenueBase identified 350 investment portfolio management software companies headquartered in India as of September 2026 and tracks 6,002 professional contacts across them, including 1,353 with verified work emails. Mumbai is the largest hub.

This list covers investment portfolio management software 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 14, 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 14, 2026 86% judged on-target in blind review

350Companies

6,002Contacts tracked

1,353Verified emails

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The 25 largest investment portfolio management software companies based in India

Ranked by team size

Top 25 of 350 investment portfolio management software companies based in India, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment portfolio management software 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	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 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 14, 2026
2	Whiteoak Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	323 contacts →
	Indirect evidence “WHO ARE WE?” Source: RevenueBase Database · checked Sep 14, 2026
3	Zfunds	Indirect evidence	Gurugram, IndiaHQ checked Sep 14, 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 14, 2026
4	Ebixcash Financial Technologies	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	135 contacts →
	Strong 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 14, 2026
5	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 14, 2026
6	Investwell	Strong evidence	Gurgaon, IndiaHQ checked Sep 14, 2026	51-200	99 contacts →
	Strong 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 14, 2026
7	Alchemy Capital Management PVT LTD	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 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 14, 2026
8	Midasx Official	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 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 14, 2026
9	Savart	Strong evidence	Hyderabad, IndiaHQ checked Sep 14, 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 14, 2026
10	Multi-Act	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 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 14, 2026
11	Helios Capital Asset Management India Pvt. LTD	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	73 contacts →
	Strong 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 14, 2026
12	Mint Wealth	Partial evidence	New Delhi, IndiaHQ checked Sep 14, 2026	11-50	71 contacts →
	Partial evidence “Mint Wealth is a premier investment advisory platform with a strong presence in India and a growing global footprint in Dubai, dedicated to helping investors transform their…” Source: RevenueBase Database · checked Sep 14, 2026
13	Actlogica Solutions Private Limited	Strong evidence	Hyderabad, IndiaHQ checked Sep 14, 2026	11-50	54 contacts →
	Strong evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 14, 2026
14	trendlyne.com	Partial evidence	Bangalore, IndiaHQ checked Sep 14, 2026	11-50	52 contacts →
	Partial evidence “Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Source: RevenueBase Database · checked Sep 14, 2026
15	OFA Fiinfra	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	52 contacts →
	Indirect evidence “Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Source: RevenueBase Database · checked Sep 14, 2026
16	Vivekam Financial Services PVT LTD	Partial evidence	Hyderabad, IndiaHQ checked Sep 14, 2026	11-50	51 contacts →
	Partial evidence “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Source: RevenueBase Database · checked Sep 14, 2026
17	Renaissance Investment Managers Private Limited	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 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 14, 2026
18	Applied Software	Partial evidence	Ahmedabad, IndiaHQ checked Sep 14, 2026	11-50	47 contacts →
	Partial evidence “Applied Software is a software product company in the WealthTech space.” Source: RevenueBase Database · checked Sep 14, 2026
19	Capitalmind	Strong evidence	Bangalore, IndiaHQ checked Sep 14, 2026	51-200	44 contacts →
	Strong evidence “We’re a SEBI registered Portfolio Management Service (PMS) managing client wealth across our equity and debt investment strategies.” Source: RevenueBase Database · checked Sep 14, 2026
20	Firstrate Wealthtech	Partial evidence	Pune, IndiaHQ checked Sep 14, 2026	11-50	43 contacts →
	Partial evidence “Wealth Management and AI” Source: RevenueBase Database · checked Sep 14, 2026
21	Finatoz.com- Rightfocus Investments PVT LTD	Indirect evidence	Bengaluru, IndiaHQ checked Sep 14, 2026	11-50	41 contacts →
	Indirect evidence “Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.” Source: RevenueBase Database · checked Sep 14, 2026
22	advisorkhoj.com	Indirect evidence	Bangalore, IndiaHQ checked Sep 14, 2026	51-200	41 contacts →
	Indirect evidence “About Advisorkhoj.com Advisorkhoj.com is a leader in Wealth Tech, Content and Research, delivering cutting-edge solutions for Mutual Fund Distributors, Financial Advisors, and…” Source: RevenueBase Database · checked Sep 14, 2026
23	Goldmine Stocks PVT LTD	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 14, 2026	11-50	41 contacts →
	Indirect evidence “40 YEARS OF TOP - NOTCH SERVICE.” Source: RevenueBase Database · checked Sep 14, 2026
24	Tijori	Partial evidence	Bengaluru, IndiaHQ checked Sep 14, 2026	11-50	36 contacts →
	Partial evidence “A suite of tools for comprehensive Investment Research & Tracking” Source: RevenueBase Database · checked Sep 14, 2026
25	Stallion Asset	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	34 contacts →
	Strong evidence “Stallion Asset Private Limited is a SEBI Registered Portfolio Management Service.” Source: RevenueBase Database · checked Sep 14, 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 portfolio management software 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 portfolio management software companies.
Partial evidence: Its own public description names part of investment portfolio management software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment portfolio management software 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 350 investment portfolio management software companies based in India

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Investment portfolio management software companies based in India at a glance

As of Sep 14, 2026

22.5%Verified-email coverage

17.1Average contacts per company

1-10Median size (employees)

24.0%Largest-city concentration · Mumbai

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

177

11-50

125

51-200

201-500

501-1,000

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 350 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 portfolio management software 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 portfolio management software 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 portfolio management software 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 portfolio management software 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, 1,353 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 14, 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 portfolio management software companies by metro

Investment portfolio management software companies in Mumbai84
Investment portfolio management software companies in New Delhi25

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 portfolio management software 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 portfolio management software companies are there based in India?

RevenueBase identified 350 investment portfolio management software 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?

Dezerv, headquartered in Delhi, India, tops this list with the largest team on record.

Which city has the most investment portfolio management software companies?

Mumbai leads with 84 headquartered companies, followed by New Delhi (25) and Bangalore (19).

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 1,353 verified decision-maker contacts tracked across these 350 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 14, 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.