Company lists · Data refreshed September 2026

Top 23 Mobile wealth management companies based in Mumbai, India

RevenueBase identified 67 mobile wealth management companies headquartered in Mumbai, India as of September 2026 and tracks 3,177 professional contacts across them, including 358 with verified work emails. Mumbai is the largest hub.

This list covers mobile 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
67Companies
3,177Contacts tracked
358Verified emails
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The 23 largest mobile wealth management companies based in Mumbai, India

Ranked by team size
Top 23 of 67 mobile 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 mobile 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
1Indirect evidenceMumbai, IndiaHQ checked Sep 17, 20265,001-10,0001,282 contacts →

Indirect evidence

“Choice Equity Broking Private Limited: SEBI Reg No.”

Source: RevenueBase Database · checked Sep 17, 2026
2Partial 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
3Strong evidenceMumbai, IndiaHQ checked Sep 17, 2026201-500135 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 17, 2026
4Partial 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
5Indirect evidenceMumbai, IndiaHQ checked Sep 17, 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 17, 2026
6Partial evidenceMumbai, IndiaHQ checked Sep 17, 202651-20080 contacts →

Partial 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 17, 2026
7Strong 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
8Partial evidenceMumbai, IndiaHQ checked Sep 17, 202611-5058 contacts →

Partial evidence

“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).”

Source: RevenueBase Database · checked Sep 17, 2026
9Indirect evidenceMumbai, IndiaHQ checked Sep 17, 2026201-50052 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceMumbai, IndiaHQ checked Sep 17, 202651-20052 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 17, 2026
11Strong 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
12Indirect evidenceMumbai, IndiaHQ checked Sep 17, 202611-5028 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
13Partial evidenceMumbai, IndiaHQ checked Sep 17, 20261-1023 contacts →

Partial evidence

“We have developed an intelligent mobile investment app called CashRich (Download link: onelink.to/cashrich).”

Source: RevenueBase Database · checked Sep 17, 2026
14Indirect evidenceMumbai, IndiaHQ checked Sep 17, 202611-5020 contacts →

Indirect evidence

“Pi – Answers to All Things Money.”

Source: RevenueBase Database · checked Sep 17, 2026
15Partial 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
16Strong evidenceMumbai, IndiaHQ checked Sep 17, 202611-5010 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
17Partial evidenceMumbai, IndiaHQ checked Sep 17, 202611-5010 contacts →

Partial evidence

WealthTech Robo Advisory Pvt.”

Source: RevenueBase Database · checked Sep 17, 2026
18Indirect evidenceMumbai, IndiaHQ checked Sep 17, 202611-508 contacts →

Indirect evidence

“Tailwind.”

Source: RevenueBase Database · checked Sep 17, 2026
19Partial evidenceMumbai, IndiaHQ checked Sep 17, 20261-107 contacts →

Partial evidence

“At Arthya Wealth and Investments Pvt.”

Source: RevenueBase Database · checked Sep 17, 2026
20Partial evidenceMumbai, IndiaHQ checked Sep 17, 202611-506 contacts →

Partial evidence

“A comprehensive Independent Financial Advisory firm established to help, build and protect wealth.”

Source: RevenueBase Database · checked Sep 17, 2026
21Partial evidenceMumbai, IndiaHQ checked Sep 17, 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 17, 2026
22Indirect evidenceMumbai, IndiaHQ checked Sep 17, 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 17, 2026
23Indirect evidenceMumbai, IndiaHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“We do a Comprehensive Financial Assessment to every single Client and address all their important financial goals like getting Financially free in the least possible time and…”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 23 of 67 mobile wealth management companies based in Mumbai, India

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

As of Sep 17, 2026
11.3%Verified-email coverage
47.4Average contacts per company
11-50Median size (employees)
100.0%Largest-city concentration · Mumbai
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
25
51-200
9
201-500
4
501-1,000
2
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 67 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 mobile 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 “mobile 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 mobile 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 mobile 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, 358 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.

Mobile 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 mobile 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 mobile wealth management companies are there based in Mumbai, India?

RevenueBase identified 67 mobile 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?

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

Which city has the most mobile wealth management companies?

Mumbai leads with 67 headquartered companies, followed by Bengaluru (36) and Bangalore (26).

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 358 verified decision-maker contacts tracked across these 67 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.