Company lists · Data refreshed September 2026

Top 25 Personal finance companies based in India

RevenueBase identified 1,070 personal finance companies headquartered in India as of September 2026 and tracks 11,742 professional contacts across them, including 2,140 with verified work emails. Mumbai is the largest hub.

This list covers personal finance companies headquartered in 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 19, 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 19, 2026 86% judged on-target in blind review
1,070Companies
11,742Contacts tracked
2,140Verified emails
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The 25 largest personal finance companies based in India

Ranked by team size
Top 25 of 1,070 personal finance companies based in India, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance 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
1Partial evidenceBengaluru, IndiaHQ checked Sep 19, 2026501-1,0002,165 contacts →

Partial evidence

“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceMumbai, IndiaHQ checked Sep 19, 2026201-500945 contacts →

Partial evidence

“Most financial advice is built around products.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceBengaluru North, IndiaHQ checked Sep 19, 2026501-1,000348 contacts →

Indirect evidence

“Fisdom is an extremely simple app to make smart investments.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 19, 2026201-500331 contacts →

Indirect evidence

“Better way to manage your money.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceMumbai, IndiaHQ checked Sep 19, 202651-200278 contacts →

Partial 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 19, 2026
6Indirect evidenceGurugram, IndiaHQ checked Sep 19, 202651-200243 contacts →

Indirect evidence

“When you invest with intelligence, life opens up a wealth of choices.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceNoida, IndiaHQ checked Sep 19, 202651-200226 contacts →

Partial evidence

“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceGurugram, IndiaHQ checked Sep 19, 202651-200165 contacts →

Indirect evidence

“The goal is simple: to combine smart technology with real human guidance-so that people don’t feel lost while investing.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceMumbai, IndiaHQ checked Sep 19, 202651-200149 contacts →

Partial 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 19, 2026
10Partial evidenceMumbai, IndiaHQ checked Sep 19, 202651-200135 contacts →

Partial evidence

“Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceMumbai, IndiaHQ checked Sep 19, 202611-5096 contacts →

Partial evidence

“At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceMumbai, IndiaHQ checked Sep 19, 202651-20092 contacts →

Partial 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 19, 2026
13Partial evidenceMumbai, IndiaHQ checked Sep 19, 202651-20086 contacts →

Partial evidence

“InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceHyderabad, IndiaHQ checked Sep 19, 202611-5079 contacts →

Indirect evidence

“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidencePonda, IndiaHQ checked Sep 19, 2026201-50066 contacts →

Indirect evidence

“Star Powerz Digital Technologies Pvt.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceBangalore, IndiaHQ checked Sep 19, 202611-5059 contacts →

Indirect evidence

“PeakAlpha's mission is to help individuals and families manage their money better.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceMumbai, IndiaHQ checked Sep 19, 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 19, 2026
18Indirect evidenceGuwahati, IndiaHQ checked Sep 19, 202651-20057 contacts →

Indirect evidence

“Finedge Services is now Trustner.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceBangalore, IndiaHQ checked Sep 19, 202611-5051 contacts →

Partial evidence

“Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceMumbai, IndiaHQ checked Sep 19, 202651-20048 contacts →

Indirect evidence

“The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics."Ethics before Everything' is our philosophy at work.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceChennai, IndiaHQ checked Sep 19, 202611-5042 contacts →

Partial evidence

“An Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceBengaluru, IndiaHQ checked Sep 19, 202611-5041 contacts →

Partial evidence

“Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceBengaluru, IndiaHQ checked Sep 19, 202611-5035 contacts →

Indirect evidence

“Anq helps you spend wisely, earn smartly, and grow wealth effortlessly.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceChennai, IndiaHQ checked Sep 19, 202611-5033 contacts →

Indirect evidence

“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceKolkata, IndiaHQ checked Sep 19, 202651-20032 contacts →

Partial evidence

“Welcon Financials is a new generation enterprise free from legacy mindset, that strives to create win-win situation in both short and long term objectives.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 1,070 personal finance companies based in India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,140 reachable decision-makers.

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Personal finance companies based in India at a glance

As of Sep 19, 2026
18.2%Verified-email coverage
11.0Average contacts per company
1-10Median size (employees)
13.0%Largest-city concentration · Mumbai
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
738
11-50
247
51-200
57
201-500
19
501-1,000
3
1,001-5,000
2
10001+
1

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 1,070 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 personal finance 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 India whose own description of what they do matches “personal finance 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 personal finance 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 personal finance companies, and records with no verified work email. Companies headquartered outside India 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, 2,140 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 19, 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.

Personal finance companies by metro

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 personal finance 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 personal finance companies are there based in India?

RevenueBase identified 1,070 personal finance companies headquartered in 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?

GROWW, headquartered in Bengaluru, tops this list with the largest team on record.

Which city has the most personal finance companies?

Mumbai leads with 139 headquartered companies, followed by Pune (67) and Bengaluru (55).

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 2,140 verified decision-maker contacts tracked across these 1,070 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 19, 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.