Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in Mumbai, India

RevenueBase identified 217 millennial wealth management companies headquartered in Mumbai, India as of September 2026 and tracks 5,617 professional contacts across them, including 1,092 with verified work emails. Mumbai is the largest hub.

This list covers millennial wealth 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 17, 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 17, 2026 86% judged on-target in blind review
217Companies
5,617Contacts tracked
1,092Verified emails
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The 25 largest millennial wealth management companies based in Mumbai, India

Ranked by team size
Top 25 of 217 millennial wealth management companies based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth 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
1Strong evidenceMumbai, IndiaHQ checked Sep 17, 20261,001-5,000448 contacts →

Strong evidence

“Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…”

Source: RevenueBase Database · checked Sep 17, 2026
2Strong evidenceMumbai, IndiaHQ checked Sep 17, 2026201-500282 contacts →

Strong evidence

“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.”

Source: RevenueBase Database · checked Sep 17, 2026
3Partial evidenceMumbai, IndiaHQ checked Sep 17, 2026201-500212 contacts →

Partial evidence

“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.”

Source: RevenueBase Database · checked Sep 17, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 17, 202651-200154 contacts →

Indirect evidence

“Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.”

Source: RevenueBase Database · checked Sep 17, 2026
5Strong evidenceMumbai, IndiaHQ checked Sep 17, 202651-200139 contacts →

Strong evidence

“Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.”

Source: RevenueBase Database · checked Sep 17, 2026
6Partial evidenceMumbai, IndiaHQ checked Sep 17, 202651-200122 contacts →

Partial evidence

“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.”

Source: RevenueBase Database · checked Sep 17, 2026
7Indirect evidenceMumbai, IndiaHQ checked Sep 17, 2026201-500118 contacts →

Indirect evidence

“Welcome to InCred Money.”

Source: RevenueBase Database · checked Sep 17, 2026
8Strong evidenceMumbai, IndiaHQ checked Sep 17, 202651-20080 contacts →

Strong evidence

“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.”

Source: RevenueBase Database · checked Sep 17, 2026
9Partial evidenceMumbai, IndiaHQ checked Sep 17, 202651-20071 contacts →

Partial evidence

“At A D Naik Wealth, we are enablers of aspirations.”

Source: RevenueBase Database · checked Sep 17, 2026
10Strong evidenceMumbai, IndiaHQ checked Sep 17, 202651-20064 contacts →

Strong evidence

“Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.”

Source: RevenueBase Database · checked Sep 17, 2026
11Indirect evidenceMumbai, IndiaHQ checked Sep 17, 202651-20059 contacts →

Indirect evidence

“Rurash Financial Pvt.”

Source: RevenueBase Database · checked Sep 17, 2026
12Indirect evidenceMumbai, IndiaHQ checked Sep 17, 202651-20058 contacts →

Indirect evidence

“We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.”

Source: RevenueBase Database · checked Sep 17, 2026
13Partial evidenceMumbai, IndiaHQ checked Sep 17, 202611-5052 contacts →

Partial evidence

“Historically, premium wealth-building strategies were a privilege reserved for high-net-worth individuals, leaving everyday investors with meagre options like fixed deposits &…”

Source: RevenueBase Database · checked Sep 17, 2026
14Strong evidenceMumbai, IndiaHQ checked Sep 17, 202611-5045 contacts →

Strong evidence

“Moneyfrog.in is a wealth management platform designed to simplify your investment journey.”

Source: RevenueBase Database · checked Sep 17, 2026
15Indirect evidenceMumbai, IndiaHQ checked Sep 17, 202651-20029 contacts →

Indirect evidence

“Mata Securities India Pvt.”

Source: RevenueBase Database · checked Sep 17, 2026
16Indirect evidenceMumbai, IndiaHQ checked Sep 17, 202611-5024 contacts →

Indirect evidence

“We cater to UHNIs, and sell low risk; medium yield Fixed Income assets (11-14%).”

Source: RevenueBase Database · checked Sep 17, 2026
17Partial evidenceMumbai, IndiaHQ checked Sep 17, 202611-5023 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 17, 2026
18Partial evidenceMumbai, IndiaHQ checked Sep 17, 202611-5022 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
19Partial evidenceMumbai, IndiaHQ checked Sep 17, 202611-5020 contacts →

Partial evidence

“Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…”

Source: RevenueBase Database · checked Sep 17, 2026
20Strong evidenceMumbai, IndiaHQ checked Sep 17, 202611-5019 contacts →

Strong evidence

“Waterfront Capital is one of the leading wealth management company in India.”

Source: RevenueBase Database · checked Sep 17, 2026
21Partial evidenceMumbai, IndiaHQ checked Sep 17, 202611-5017 contacts →

Partial evidence

“Simplified wealth creation for busy professionals We combine 4 magic ingredients.”

Source: RevenueBase Database · checked Sep 17, 2026
22Strong evidenceMumbai, IndiaHQ checked Sep 17, 202651-20017 contacts →

Strong evidence

Wealth First is a boutique Investment Advisory firm focused on providing “Wealth Management Solutions” to High Networth Individuals, Family Offices, Corporates and Institutions.”

Source: RevenueBase Database · checked Sep 17, 2026
23Indirect evidenceMumbai, IndiaHQ checked Sep 17, 20261,001-5,00016 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
24Partial evidenceMumbai, IndiaHQ checked Sep 17, 202611-5015 contacts →

Partial evidence

“Fission Wealth Private Limited is based on the ethos of creating wealth for its clients by executing investment options (aligned to life goals) in a simple and seamless manner…”

Source: RevenueBase Database · checked Sep 17, 2026
25Indirect evidenceMumbai, IndiaHQ checked Sep 17, 202611-5011 contacts →

Indirect evidence

“We are dedicated to delivering tailored financial services that cater to the distinct requirements of our clients, encompassing individuals, families, and corporate entities.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 25 of 217 millennial wealth management companies based in Mumbai, India

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Millennial wealth management companies based in Mumbai, India at a glance

As of Sep 17, 2026
19.4%Verified-email coverage
25.9Average contacts per company
11-50Median size (employees)
100.0%Largest-city concentration · Mumbai
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
107
11-50
76
51-200
20
201-500
5
501-1,000
3
1,001-5,000
4
5,001-10,000
1

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 217 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 millennial wealth 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 “millennial wealth 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 millennial wealth 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 millennial wealth 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, 1,092 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 17, 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.

Millennial wealth 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 millennial wealth 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 millennial wealth management companies are there based in Mumbai, India?

RevenueBase identified 217 millennial wealth 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?

Nuvama Group, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most millennial wealth management companies?

Mumbai leads with 217 headquartered companies, followed by Pune (85) and New Delhi (80).

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 1,092 verified decision-maker contacts tracked across these 217 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 17, 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.