Company lists · Data refreshed November 2026
Top 21 Multi-asset portfolio platforms based in India
RevenueBase identified 83 company matches for multi-asset portfolio platforms associated with India as of November 2026 and tracks 23,636 professional contacts across them, including 10,275 with verified work emails. Mumbai is the largest hub.
This list covers company matches for multi-asset portfolio platforms 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 5, 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 21 largest multi-asset portfolio platforms based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,090 contacts → | ||||
Exact match “Registered Name: KFin Technologies Limited | Registration Number: KFintech serves the mission-critical needs of asset managers with clients spanning mutual funds, AIFs…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 284 contacts → | ||||
Exact match “Alpha Alternatives is a multi-asset class asset management firm that creates sophisticated investment solutions for proprietary and client capital.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 262 contacts → | ||||
Exact match “Ionic Wealth | Co-founders in your journey of Wealth creation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 110 contacts → | ||||
Exact match “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 92 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 70 contacts → | ||||
Exact match “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded in the RevenueBase company graph · Nov 5, 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 5, 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 5, 2026 · View company records in RevenueBase | |||||
| 9 | 57 contacts → | ||||
Exact match “Actlogica builds software for Wealth Management and Insurance industries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 51 contacts → | ||||
Exact match “Applied Software is a software product company in the WealthTech space.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 32 contacts → | ||||
Exact match “The company’s core business is wealth management supervision and consolidation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 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 5, 2026 · View company records in RevenueBase | |||||
| 13 | 28 contacts → | ||||
Exact match “Prime PMS is a Portfolio Management Service (PMS) designed for investors who seek a more refined approach to wealth creation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 21 contacts → | ||||
Exact match “CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 19 contacts → | ||||
Exact match “AlphaBots Analytics is a quantitative investment and analytics firm based out of Bangalore.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 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 5, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Fin-Soft Solutions is a trusted financial software company in Ahmedabad, established in by Mr.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “We are a boutique portfolio management firm redefining investment excellence through innovation and intelligence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “CASTLEGATE CAPITAL SERVICES PRIVATE LIMITED is a Quant Advisory RIA and a Wealth Management Firm based out of Mumbai.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded in the RevenueBase company graph · Nov 5, 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 “multi-asset portfolio platforms”. 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 21 of 83 multi-asset portfolio platforms based in India
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Multi-asset portfolio platforms based in India at a glance
As of Nov 5, 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 83 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 “multi-asset portfolio platforms” 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 10,275 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 5, 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.
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 “multi-asset portfolio platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many multi-asset portfolio platforms are there based in India?
RevenueBase identified 83 company matches for multi-asset portfolio platforms 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?
Kfin Technologies LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most multi-asset portfolio platforms?
Mumbai leads with 24 company records, followed by Bangalore (21) and Chennai (4).
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 10,275 professional contacts with verified work emails tracked across these 83 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 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 83 multi-asset portfolio platforms based in India. Start with a free account, no credit card.
Download this list →Related lists
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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 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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- New lists
- Multi-asset portfolio platforms based in Paris, France
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Company intelligence · public preview
Top 21 multi-asset portfolio platforms 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 83 matching company records for multi-asset portfolio platforms based in India, with 23,636 tracked contacts and 10,275 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 21 multi-asset portfolio platforms 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 |  Kfin Technologies LTDkfintech.comHQ: Hyderabad, IndiaReported employees: 5,001-10,000 | Hyderabad, India | 5,001-10,000 | Exact match | 4,090 contacts → |
“Registered Name: KFin Technologies Limited | Registration Number: KFintech serves the mission-critical needs of asset managers with clients spanning mutual funds, AIFs…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Alpha Alternativesalt-alpha.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 284 contacts → |
“Alpha Alternatives is a multi-asset class asset management firm that creates sophisticated investment solutions for proprietary and client capital.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ionic Wealthionic.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 262 contacts → |
“Ionic Wealth | Co-founders in your journey of Wealth creation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Mprofitmprofit.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 110 contacts → |
“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Midasx Officialmidasx.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  WYLTHwylth.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 70 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · November 5, 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 5, 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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Actlogica Solutions Private Limitedactlogica.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 57 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Applied Softwarewealthspectrum.comHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 51 contacts → |
“Applied Software is a software product company in the WealthTech space.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Qness Software PVT LTDqnesssoftware.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 32 contacts → |
“The company’s core business is wealth management supervision and consolidation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Primeinvestorprimeinvestor.inHQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 28 contacts → |
“Prime PMS is a Portfolio Management Service (PMS) designed for investors who seek a more refined approach to wealth creation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Capmetricspurnartha.com HQ: Pune, IndiaReported employees: 51-200 | Pune, India | 51-200 | Exact match | 21 contacts → |
“CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fin-Soft Solutionsfin-soft.comHQ: Ahmadabad, IndiaReported employees: 11-50 | Ahmadabad, India | 11-50 | Exact match | 12 contacts → |
“Fin-Soft Solutions is a trusted financial software company in Ahmedabad, established in by Mr.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Moneybloommoneybloom.inHQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 11 contacts → |
“The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fiscaleye Private Limitedfiscaleye.inHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 11 contacts → |
“We are a boutique portfolio management firm redefining investment excellence through innovation and intelligence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Castlegate Capitalcastlegate.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“CASTLEGATE CAPITAL SERVICES PRIVATE LIMITED is a Quant Advisory RIA and a Wealth Management Firm based out of Mumbai.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Irecordirecordinfo.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 5 contacts → |
“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 83 company matches
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Multi-asset portfolio platforms: dataset insights
November 5, 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
82 records in the displayed employee bands.
1 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 83 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 5, 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 ↗
Questions about this company list
What does Exact match mean for multi-asset portfolio platforms?
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 multi-asset portfolio platforms did RevenueBase find based in India?
The saved snapshot records 83 matching company records, 23,636 tracked contacts and 10,275 verified emails. The public preview displays 21 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 5, 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
Multi-asset portfolio platforms by geography
- Multi-asset portfolio platforms based in Paris, France
- Multi-asset portfolio platforms based in London, United Kingdom
- Multi-asset portfolio platforms based in New York, United States
- Multi-asset portfolio platforms based in Australia
- Multi-asset portfolio platforms based in Brazil
- Multi-asset portfolio platforms based in Canada
- Multi-asset portfolio platforms based in France
- Multi-asset portfolio platforms based in Germany
- Multi-asset portfolio platforms based in Switzerland
- Multi-asset portfolio platforms based in the United Kingdom
- Multi-asset portfolio platforms based in the United States
Cite this list
RevenueBase Data Team. Top 21 multi-asset portfolio platforms based in India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/multi-asset-portfolio-platforms/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
- Multi-asset portfolio platforms based in Paris, France
- Multi-asset portfolio platforms based in London, United Kingdom
- Multi-asset portfolio platforms based in New York, United States
- Multi-asset portfolio platforms based in Australia
- Multi-asset portfolio platforms based in Brazil
- Multi-asset portfolio platforms based in Canada
Company intelligence · public preview
Top 21 multi-asset portfolio platforms based in India
RevenueBase records 83 matching company records for multi-asset portfolio platforms based in India, with 23,636 tracked contacts and 10,275 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 21 multi-asset portfolio platforms 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 | Kfin Technologies LTDkfintech.com HQ: Hyderabad, IndiaReported employees: 5,001-10,000 | Hyderabad, India | 5,001-10,000 | Exact match | 4,090 contacts → |
“Registered Name: KFin Technologies Limited | Registration Number: KFintech serves the mission-critical needs of asset managers with clients spanning mutual funds, AIFs…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Alpha Alternativesalt-alpha.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 284 contacts → |
“Alpha Alternatives is a multi-asset class asset management firm that creates sophisticated investment solutions for proprietary and client capital.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ionic Wealthionic.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 262 contacts → |
“Ionic Wealth | Co-founders in your journey of Wealth creation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Mprofitmprofit.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 110 contacts → |
“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Midasx Officialmidasx.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | WYLTHwylth.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 70 contacts → |
“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded description excerpt · November 5, 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 5, 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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Actlogica Solutions Private Limitedactlogica.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 57 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Applied Softwarewealthspectrum.com HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 51 contacts → |
“Applied Software is a software product company in the WealthTech space.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Qness Software PVT LTDqnesssoftware.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 32 contacts → |
“The company’s core business is wealth management supervision and consolidation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Primeinvestorprimeinvestor.in HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 28 contacts → |
“Prime PMS is a Portfolio Management Service (PMS) designed for investors who seek a more refined approach to wealth creation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Capmetricspurnartha.com HQ: Pune, IndiaReported employees: 51-200 | Pune, India | 51-200 | Exact match | 21 contacts → |
“CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fin-Soft Solutionsfin-soft.com HQ: Ahmadabad, IndiaReported employees: 11-50 | Ahmadabad, India | 11-50 | Exact match | 12 contacts → |
“Fin-Soft Solutions is a trusted financial software company in Ahmedabad, established in by Mr.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Moneybloommoneybloom.in HQ: Bangalore, IndiaReported employees: 1-10 | Bangalore, India | 1-10 | Exact match | 11 contacts → |
“The Investment Management Platform for What's Next Moneybloom is a technology company that provides an integrated platform for financial institutions and advisors to provide…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fiscaleye Private Limitedfiscaleye.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 11 contacts → |
“We are a boutique portfolio management firm redefining investment excellence through innovation and intelligence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Castlegate Capitalcastlegate.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“CASTLEGATE CAPITAL SERVICES PRIVATE LIMITED is a Quant Advisory RIA and a Wealth Management Firm based out of Mumbai.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Irecordirecordinfo.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 5 contacts → |
“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 83 company matches
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Multi-asset portfolio platforms: dataset insights
November 5, 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
82 records in the displayed employee bands.
1 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 83 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 5, 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 ↗
Questions about this company list
What does Exact match mean for multi-asset portfolio platforms?
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 multi-asset portfolio platforms did RevenueBase find based in India?
The saved snapshot records 83 matching company records, 23,636 tracked contacts and 10,275 verified emails. The public preview displays 21 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 5, 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 21 multi-asset portfolio platforms based in India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/multi-asset-portfolio-platforms/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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