Company lists · Data refreshed September 2026

Top 19 Multi-asset portfolio platforms based in Mumbai, India

RevenueBase identified 45 multi-asset portfolio platforms headquartered in Mumbai, India as of September 2026 and tracks 2,393 professional contacts across them, including 607 with verified work emails. Across India, Mumbai is the largest hub for this category.

This list covers multi-asset portfolio platforms 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 29, 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 29, 2026 86% judged on-target in blind review
45Companies
2,393Contacts tracked
607Verified emails
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The 19 largest multi-asset portfolio platforms based in Mumbai, India

Ranked by team size
Top 19 of 45 multi-asset portfolio platforms based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to multi-asset portfolio platforms: 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 29, 202651-200278 contacts →

Indirect evidence

“Credence Analytics is an International software solution provider and has a reputable customer base across Asia, Middle East & African markets.”

Source: RevenueBase Database · checked Sep 29, 2026
2Strong evidenceMumbai, IndiaHQ checked Sep 29, 2026201-500246 contacts →

Strong evidence

“Alpha Alternatives is a multi-asset class asset management firm that creates sophisticated investment solutions for proprietary and client capital.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceMumbai, IndiaHQ checked Sep 29, 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 29, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 29, 202651-200158 contacts →

Indirect evidence

“Rupeeseed along with its group companies offers completely integrated suite right from Client Onboarding, Trading and Back Office.”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceMumbai, IndiaHQ checked Sep 29, 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 29, 2026
6Indirect evidenceMumbai, IndiaHQ checked Sep 29, 202651-200119 contacts →

Indirect evidence

“Quantum Phinance was set up in mid-2006 as part of the business incubation program at Society of Innovation and Entrepreneurship (SINE), the entrepreneurship venture at the Indian…”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceMumbai, IndiaHQ checked Sep 29, 202651-20098 contacts →

Strong evidence

“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.”

Source: RevenueBase Database · checked Sep 29, 2026
8Strong evidenceMumbai, IndiaHQ checked Sep 29, 202651-20080 contacts →

Strong 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 29, 2026
9Indirect evidenceMumbai, IndiaHQ checked Sep 29, 202651-20080 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceMumbai, IndiaHQ checked Sep 29, 202651-20062 contacts →

Indirect evidence

“At compoundexpress, we are at the forefront of transforming the way financial intermediaries operate & serve their clients.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceMumbai, IndiaHQ checked Sep 29, 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 29, 2026
12Strong evidenceMumbai, IndiaHQ checked Sep 29, 202651-20058 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceMumbai, IndiaHQ checked Sep 29, 202651-20052 contacts →

Partial 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 29, 2026
14Partial evidenceMumbai, IndiaHQ checked Sep 29, 202611-5026 contacts →

Partial 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 29, 2026
15Partial evidenceMumbai, IndiaHQ checked Sep 29, 20261-108 contacts →

Partial evidence

“Plus91 is a distinguised asset management firm, dedicated to crafting innovative and systematic investment strategies for a diverse range of clients, including institutions…”

Source: RevenueBase Database · checked Sep 29, 2026
16Strong evidenceMumbai, IndiaHQ checked Sep 29, 20261-106 contacts →

Strong evidence

“OpenDelta is an AI-powered platform designed to help SMB asset managers make faster, more efficient, and better-informed decisions.”

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceMumbai, IndiaHQ checked Sep 29, 202611-505 contacts →

Partial evidence

“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.”

Source: RevenueBase Database · checked Sep 29, 2026
18Strong evidenceMumbai, IndiaHQ checked Sep 29, 202611-503 contacts →

Strong evidence

“We are a strategic advisor leveraging innovative technology and analytics to enable clients to optimally position portfolios of financial and real assets to distinctive risk…”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceMumbai, IndiaHQ checked Sep 29, 202611-502 contacts →

Partial evidence

“We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 19 of 45 multi-asset portfolio platforms based in Mumbai, India

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Multi-asset portfolio platforms based in Mumbai, India at a glance

As of Sep 29, 2026
25.4%Verified-email coverage
53.2Average contacts per company
11-50Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
13
11-50
17
51-200
11
201-500
4

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 45 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 multi-asset portfolio platforms, 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 “multi-asset portfolio platforms”. 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 multi-asset portfolio platforms), 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 multi-asset portfolio platforms, 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, 607 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 29, 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.

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 multi-asset portfolio platforms, 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 multi-asset portfolio platforms are there based in Mumbai, India?

RevenueBase identified 45 multi-asset portfolio platforms 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?

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

Which city in India has the most multi-asset portfolio platforms?

Mumbai leads India with 45 headquartered companies, followed by Bengaluru (19) and Bangalore (16).

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 607 verified decision-maker contacts tracked across these 45 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 29, 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.