Company lists · Data refreshed September 2026

Top 21 Low-cost investment management companies based in Mumbai, India

RevenueBase identified 78 low-cost investment management companies headquartered in Mumbai, India as of September 2026 and tracks 1,616 professional contacts across them, including 232 with verified work emails. Mumbai is the largest hub.

This list covers low-cost investment management companies 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 20, 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 20, 2026 86% judged on-target in blind review
78Companies
1,616Contacts tracked
232Verified emails
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The 21 largest low-cost investment management companies based in Mumbai, India

Ranked by team size
Top 21 of 78 low-cost investment management companies based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to low-cost investment management 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202651-200278 contacts →

Indirect evidence

“GEPL Capital Pvt Ltd (SEBI Registration No: has helped investors across India and abroad since 1997 build long-term Financial through equity, mutual funds, insurance, debt and…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202651-200149 contacts →

Indirect evidence

“Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped clients across the…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202651-20092 contacts →

Indirect evidence

“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202651-20058 contacts →

Indirect evidence

“5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 20, 2026201-50052 contacts →

Indirect evidence

“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-5028 contacts →

Indirect evidence

“Fydaa is building financial access for every corner of Bharat.”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceMumbai, IndiaHQ checked Sep 20, 202611-5026 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceMumbai, IndiaHQ checked Sep 20, 20261-1024 contacts →

Indirect evidence

“AMFI Registered Mutual Fund Distributor(ARN-106095) and SIF Distributor Investing is a huge part of your financial life, and we help you stay on top of yours every day.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-5022 contacts →

Indirect evidence

“Welcome to Circle Wealth Advisors, where we go beyond being traditional financial advisors – we're your CFOs.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

“IArista Artha Pvt.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“Pi – Answers to All Things Money.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceMumbai, IndiaHQ checked Sep 20, 202611-5010 contacts →

Partial evidence

“Wealth management has always rewarded those who could afford the best advice.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

“Index Funds Sahi Hai (IFSH) One Platform.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceMumbai, IndiaHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“Serenity Wealth is a SEBI Registered Investment Advisor (RIA), under the name: Ashish Khetan – Proprietor of Meeraj Advisors | Registration No: At Serenity Wealth, we believe that…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“Founded by financial industry veterans, IntelX Money assists High Networth Individuals & families in making better financial decisions, devising the appropriate succession plan…”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceMumbai, IndiaHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“At Shree Naman Securities and Finance, we are dedicated to empowering individuals and businesses with comprehensive financial solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceMumbai, IndiaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Planning is an essential element that creates a worry free life where you don’t get blindsided by sudden events on the crossroads of life.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceMumbai, IndiaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Finkeys Enterprise LLP is a financial services company based in Mumbai & Ratnagiri.”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceMumbai, IndiaHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“We are engaged in providing financial planning, investment advisory and investment management services for individuals desirous of meeting their personal finance needs.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceMumbai, IndiaHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Tranquil Investments was founded by Payal Bhavesh Thakkar, an AMFI-Registered Mutual Fund Distributor, with the vision of bringing clarity, confidence, and calmness to people’s…”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceMumbai, IndiaHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“The journey you make is incomplete without its Guide, the journey to representing the complete you, your goals, and ambitions cannot be properly portrayed if your financial…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 21 of 78 low-cost investment management companies based in Mumbai, India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 232 reachable decision-makers.

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Low-cost investment management companies based in Mumbai, India at a glance

As of Sep 20, 2026
14.4%Verified-email coverage
20.7Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Mumbai
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
23
51-200
11
201-500
2

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 78 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 low-cost investment management 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 Mumbai, India whose own description of what they do matches “low-cost investment management 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 low-cost investment management 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 low-cost investment management companies, 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, 232 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 20, 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.

Low-cost investment management companies by metro in India

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 low-cost investment management 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 low-cost investment management companies are there based in Mumbai, India?

RevenueBase identified 78 low-cost investment management companies 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?

Gepl Capital, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most low-cost investment management companies?

Mumbai leads with 78 headquartered companies, followed by Bangalore (49) and Pune (33).

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 232 verified decision-maker contacts tracked across these 78 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 20, 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.