Company lists · Data refreshed November 2026
Top 25 Investment portfolio optimization services based in India
RevenueBase identified 303 company matches for investment portfolio optimization services associated with India as of November 2026 and tracks 4,720 professional contacts across them, including 1,147 with verified work emails. Mumbai is the largest hub.
This list covers company matches for investment portfolio optimization services 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 November 6, 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.
The 25 largest investment portfolio optimization services based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,663 contacts → | ||||
Exact match “With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 338 contacts → | ||||
Exact match “WHO ARE WE?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 279 contacts → | ||||
Exact match “For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 112 contacts → | ||||
Exact match “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 77 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 77 contacts → | ||||
Exact match “Our clientele comprises of HNIs, family offices, domestic and international institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 63 contacts → | ||||
Exact match “quant Money Managers Ltd.(QMML) is an investment management firm offering a diverse set of investment products across asset classes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 61 contacts → | ||||
Exact match “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 57 contacts → | ||||
Exact match “Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 53 contacts → | ||||
Exact match “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 43 contacts → | ||||
Exact match “40 YEARS OF TOP - NOTCH SERVICE.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 33 contacts → | ||||
Exact match “Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 31 contacts → | ||||
Exact match “Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 31 contacts → | ||||
Exact match “Our investment process & resultant Wealth Management Plans are designed for specific circumstances & individual financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 27 contacts → | ||||
Exact match “Wright Research is an investment advisory and portfolio management firm that uses quantitative research and machine learning to create equity investment portfolios with the aim to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 23 contacts → | ||||
Exact match “GrowthFiniti Wealth Private Limited is a distinguished boutique private wealth firm that stands out for its unwavering commitment to value-centric practices and the application of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 22 contacts → | ||||
Exact match “Welcome to INVasset PMS – an Award-Winning, SEBI-registered Quant-based Portfolio Management Service for HNIs & NRIs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 20 contacts → | ||||
Exact match “We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 19 contacts → | ||||
Exact match “AlphaBots Analytics is a quantitative investment and analytics firm based out of Bangalore.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 18 contacts → | ||||
Exact match “Grow wealth by investing in SEBI Registered Experts managed Personalized Diversified Portfolios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 16 contacts → | ||||
Exact match “Invest in data-driven and actively managed financial product portfolios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 15 contacts → | ||||
Exact match “Founded in June 2004 with the vision of providing a growth-oriented and a process-driven approach to investment management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 14 contacts → | ||||
Exact match “Welcome to Atomic PMS, India's 1st Limited Fund Size PMS from MarketsMojo Asset Management!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “RECON ASSET PORTFOLIO MANAGEMENT PRIVATE LIMITED is a financial services company based out of 1796,IST FLOOR KOTLA MUBARAKPUR NEW, DELHI, Delhi, India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 13 contacts → | ||||
Exact match “Universa Analytics India Private Limited (Universa Analytics) is a wholly-owned subsidiary of Universa Investments L.P, an established investment management firm that has…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “investment portfolio optimization services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 303 investment portfolio optimization services based in India
See the full list, filter by size, metro and specialty, and access 1,147 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment portfolio optimization services based in India at a glance
As of Nov 6, 2026Companies by employee count
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 303 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 portfolio optimization services” 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 1,147 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 November 6, 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.
Investment portfolio optimization services by metro
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 portfolio optimization services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment portfolio optimization services are there based in India?
RevenueBase identified 303 company matches for investment portfolio optimization services associated with India as of November 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?
Nippon India Mutual Fund tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment portfolio optimization services?
Mumbai leads with 50 company records, followed by Bangalore (34) and New Delhi (18).
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 1,147 professional contacts with verified work emails tracked across these 303 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 303 investment portfolio optimization services based in India. Start with a free account, no credit card.
Download this list →Related lists
Investment portfolio optimization services by geography
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- Investment portfolio optimization services based in Canada
- Investment portfolio optimization services based in France
- Investment portfolio optimization services based in Germany
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.
More company lists
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- Lists A-Z
- New lists
- Investment portfolio optimization services based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 25 investment portfolio optimization services based in India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 303 matching company records for investment portfolio optimization services based in India, with 4,720 tracked contacts and 1,147 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment portfolio optimization services based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Nippon India Mutual Fundmf.nipponindiaim.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 1,663 contacts → |
“With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Whiteoak Capitalmf.whiteoakamc.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 338 contacts → |
“WHO ARE WE?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  SSJ Finance & Securitiesssjfinance.comHQ: Ahmedabad, IndiaReported employees: 201-500 | Ahmedabad, India | 201-500 | Exact match | 279 contacts → |
“For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  First Globalfirstglobalsec.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 112 contacts → |
“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Multi-Actmulti-act.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 77 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sundaram Alternatessundaramalternates.comHQ: Chennai, IndiaReported employees: 201-500 | Chennai, India | 201-500 | Exact match | 77 contacts → |
“Our clientele comprises of HNIs, family offices, domestic and international institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Quant Mutualquant-mutual.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 63 contacts → |
“quant Money Managers Ltd.(QMML) is an investment management firm offering a diverse set of investment products across asset classes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  5nance.com5nance.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Northstar Analyticsns-analytics.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 57 contacts → |
“Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Vivekam Financial Services PVT LTDvivekam.co.inHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 53 contacts → |
“Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Goldmine Stocks PVT LTDgoldmine.co.inHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 43 contacts → |
“40 YEARS OF TOP - NOTCH SERVICE.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Moneyedge Financial Consultancymoneyedge.co.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 33 contacts → |
“Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fintuple Technologiesfintuple.comHQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 31 contacts → |
“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sahayak Associatessahayakassociates.inHQ: Chandigarh, IndiaReported employees: 11-50 | Chandigarh, India | 11-50 | Exact match | 31 contacts → |
“Our investment process & resultant Wealth Management Plans are designed for specific circumstances & individual financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wright Researchwrightresearch.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 27 contacts → |
“Wright Research is an investment advisory and portfolio management firm that uses quantitative research and machine learning to create equity investment portfolios with the aim to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Growthfiniti Wealth PVT LTDgrowthfiniti.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 23 contacts → |
“GrowthFiniti Wealth Private Limited is a distinguished boutique private wealth firm that stands out for its unwavering commitment to value-centric practices and the application of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Invassetinvasset.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“Welcome to INVasset PMS – an Award-Winning, SEBI-registered Quant-based Portfolio Management Service for HNIs & NRIs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Flameback Capital Private Limitedflamebackcapital.comHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 20 contacts → |
“We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Alphabotsalphabots.inHQ: Bengaluru North, IndiaReported employees: 11-50 | Bengaluru North, India | 11-50 | Exact match | 19 contacts → |
“AlphaBots Analytics is a quantitative investment and analytics firm based out of Bangalore.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Pickright Technologiespickright.inHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 18 contacts → |
“Grow wealth by investing in SEBI Registered Experts managed Personalized Diversified Portfolios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Swan Investswaninvest.inHQ: Indore, IndiaReported employees: 11-50 | Indore, India | 11-50 | Exact match | 16 contacts → |
“Invest in data-driven and actively managed financial product portfolios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Prodigy Investment Managementprodigyinvest.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 15 contacts → |
“Founded in June 2004 with the vision of providing a growth-oriented and a process-driven approach to investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Marketsmojo Asset Managementmojopms.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“Welcome to Atomic PMS, India's 1st Limited Fund Size PMS from MarketsMojo Asset Management!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Recon Asset Portfolio Management Private Limitedindiarecon.comHQ: Delhi, IndiaReported employees: 501-1,000 | Delhi, India | 501-1,000 | Exact match | 14 contacts → |
“RECON ASSET PORTFOLIO MANAGEMENT PRIVATE LIMITED is a financial services company based out of 1796,IST FLOOR KOTLA MUBARAKPUR NEW, DELHI, Delhi, India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Universa Analyticsuniversaanalytics.comHQ: Chandigarh, IndiaReported employees: 11-50 | Chandigarh, India | 11-50 | Exact match | 13 contacts → |
“Universa Analytics India Private Limited (Universa Analytics) is a wholly-owned subsidiary of Universa Investments L.P, an established investment management firm that has…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 303 company matches
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Investment portfolio optimization services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
301 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 303 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment portfolio optimization services by metro
Questions about this company list
What does Exact match mean for investment portfolio optimization services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment portfolio optimization services did RevenueBase find based in India?
The saved snapshot records 303 matching company records, 4,720 tracked contacts and 1,147 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment portfolio optimization services by geography
- Investment portfolio optimization services based in Sao Paulo, Brazil
- Investment portfolio optimization services based in Toronto, Canada
- Investment portfolio optimization services based in Bangalore, India
- Investment portfolio optimization services based in Mumbai, India
- Investment portfolio optimization services based in London, United Kingdom
- Investment portfolio optimization services based in Boston, United States
- Investment portfolio optimization services based in New York, United States
- Investment portfolio optimization services based in Australia
- Investment portfolio optimization services based in Brazil
- Investment portfolio optimization services based in Canada
- Investment portfolio optimization services based in France
- Investment portfolio optimization services based in Germany
Cite this list
RevenueBase Data Team. Top 25 investment portfolio optimization services based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/investment-portfolio-optimization-services/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment portfolio optimization services based in Sao Paulo, Brazil
- Investment portfolio optimization services based in Toronto, Canada
- Investment portfolio optimization services based in Bangalore, India
- Investment portfolio optimization services based in Mumbai, India
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Company intelligence · public preview
Top 25 investment portfolio optimization services based in India
RevenueBase records 303 matching company records for investment portfolio optimization services based in India, with 4,720 tracked contacts and 1,147 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment portfolio optimization services based in India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Nippon India Mutual Fundmf.nipponindiaim.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 1,663 contacts → |
“With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Whiteoak Capitalmf.whiteoakamc.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 338 contacts → |
“WHO ARE WE?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | SSJ Finance & Securitiesssjfinance.com HQ: Ahmedabad, IndiaReported employees: 201-500 | Ahmedabad, India | 201-500 | Exact match | 279 contacts → |
“For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | First Globalfirstglobalsec.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 112 contacts → |
“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Multi-Actmulti-act.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 77 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sundaram Alternatessundaramalternates.com HQ: Chennai, IndiaReported employees: 201-500 | Chennai, India | 201-500 | Exact match | 77 contacts → |
“Our clientele comprises of HNIs, family offices, domestic and international institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Quant Mutualquant-mutual.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 63 contacts → |
“quant Money Managers Ltd.(QMML) is an investment management firm offering a diverse set of investment products across asset classes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 5nance.com5nance.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 61 contacts → |
“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Northstar Analyticsns-analytics.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 57 contacts → |
“Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Vivekam Financial Services PVT LTDvivekam.co.in HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 53 contacts → |
“Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Goldmine Stocks PVT LTDgoldmine.co.in HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 43 contacts → |
“40 YEARS OF TOP - NOTCH SERVICE.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Moneyedge Financial Consultancymoneyedge.co.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 33 contacts → |
“Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fintuple Technologiesfintuple.com HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 31 contacts → |
“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sahayak Associatessahayakassociates.in HQ: Chandigarh, IndiaReported employees: 11-50 | Chandigarh, India | 11-50 | Exact match | 31 contacts → |
“Our investment process & resultant Wealth Management Plans are designed for specific circumstances & individual financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wright Researchwrightresearch.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 27 contacts → |
“Wright Research is an investment advisory and portfolio management firm that uses quantitative research and machine learning to create equity investment portfolios with the aim to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Growthfiniti Wealth PVT LTDgrowthfiniti.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 23 contacts → |
“GrowthFiniti Wealth Private Limited is a distinguished boutique private wealth firm that stands out for its unwavering commitment to value-centric practices and the application of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Invassetinvasset.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“Welcome to INVasset PMS – an Award-Winning, SEBI-registered Quant-based Portfolio Management Service for HNIs & NRIs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Flameback Capital Private Limitedflamebackcapital.com HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 20 contacts → |
“We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Alphabotsalphabots.in HQ: Bengaluru North, IndiaReported employees: 11-50 | Bengaluru North, India | 11-50 | Exact match | 19 contacts → |
“AlphaBots Analytics is a quantitative investment and analytics firm based out of Bangalore.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pickright Technologiespickright.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 18 contacts → |
“Grow wealth by investing in SEBI Registered Experts managed Personalized Diversified Portfolios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Swan Investswaninvest.in HQ: Indore, IndiaReported employees: 11-50 | Indore, India | 11-50 | Exact match | 16 contacts → |
“Invest in data-driven and actively managed financial product portfolios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Prodigy Investment Managementprodigyinvest.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 15 contacts → |
“Founded in June 2004 with the vision of providing a growth-oriented and a process-driven approach to investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Marketsmojo Asset Managementmojopms.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 14 contacts → |
“Welcome to Atomic PMS, India's 1st Limited Fund Size PMS from MarketsMojo Asset Management!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Recon Asset Portfolio Management Private Limitedindiarecon.com HQ: Delhi, IndiaReported employees: 501-1,000 | Delhi, India | 501-1,000 | Exact match | 14 contacts → |
“RECON ASSET PORTFOLIO MANAGEMENT PRIVATE LIMITED is a financial services company based out of 1796,IST FLOOR KOTLA MUBARAKPUR NEW, DELHI, Delhi, India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Universa Analyticsuniversaanalytics.com HQ: Chandigarh, IndiaReported employees: 11-50 | Chandigarh, India | 11-50 | Exact match | 13 contacts → |
“Universa Analytics India Private Limited (Universa Analytics) is a wholly-owned subsidiary of Universa Investments L.P, an established investment management firm that has…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 303 company matches
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Investment portfolio optimization services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
301 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 303 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment portfolio optimization services by metro
Questions about this company list
What does Exact match mean for investment portfolio optimization services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment portfolio optimization services did RevenueBase find based in India?
The saved snapshot records 303 matching company records, 4,720 tracked contacts and 1,147 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 investment portfolio optimization services based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/investment-portfolio-optimization-services/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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