Company lists · Data refreshed September 2026
Top 25 Personal finance companies based in Mumbai, India
RevenueBase identified 139 personal finance companies headquartered in Mumbai, India as of September 2026 and tracks 3,275 professional contacts across them, including 435 with verified work emails. Mumbai is the largest hub.
This list covers personal finance 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 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.
The 25 largest personal finance companies based in Mumbai, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 945 contacts → | ||||
Partial evidence “Most financial advice is built around products.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 331 contacts → | ||||
Indirect evidence “Better way to manage your money.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 278 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 149 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 96 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 92 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 58 contacts → | ||||
Indirect evidence “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 28 contacts → | ||||
Partial evidence “Fydaa is building financial access for every corner of Bharat.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 21 contacts → | ||||
Indirect evidence “IArista Artha Pvt.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 20 contacts → | ||||
Partial evidence “Money Mantra offers a unique approach to helping individuals to reach financial success.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 20 contacts → | ||||
Indirect evidence “Pi – Answers to All Things Money.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 16 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 contacts → | ||||
Partial evidence “Saventh | Your Partner in Financial Wellness Saventh is redefining how working Indians experience money.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 contacts → | ||||
Indirect evidence “Welcome to Arthashastra Investments Pvt Ltd – Your Family CFO.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Strong evidence “TecWealth, a Brand started in 2008 provides Personal financial services to clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “NiveshGuru will act as your guiding light to the path of financial enlightenment.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Partial evidence “At Crystal Peak Wealth, we believe everyone deserves the financial freedom to live their dreams and secure their future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Partial evidence “V CARE is a 16 year young organization in the financial services industry.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Planning is an essential element that creates a worry free life where you don’t get blindsided by sudden events on the crossroads of life.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “Mrs.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Partial evidence “Finkeys Enterprise LLP is a financial services company based in Mumbai & Ratnagiri.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Partial evidence “Smart, easy, realistic and genuine, one-stop solutions for all your financial goals, catering to all types of clients- right from Individuals (residents as well as non-residents)…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Strong evidence “We are engaged in providing financial planning, investment advisory and investment management services for individuals desirous of meeting their personal finance needs.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “Our aim is to assist you in every step of the way to achieve meaningful and lasting success for your enterprise, your family and your financial wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: personal finance companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names personal finance companies.
- Partial evidence
- Its own public description names part of personal finance companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personal finance companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 139 personal finance companies based in Mumbai, India
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 435 reachable decision-makers.
Free signup · no credit card
Personal finance companies based in Mumbai, India at a glance
As of Sep 19, 2026Companies by employee count
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 139 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 Mumbai, 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 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, 435 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 in India
- Personal finance companies in Mumbai139
- Personal finance companies in Pune67
- Personal finance companies in Bengaluru55
- Personal finance companies in Bangalore52
- Personal finance companies in New Delhi50
- Personal finance companies in Ahmedabad41
- Personal finance companies in Kolkata40
- Personal finance companies in Chennai36
- Personal finance companies in Hyderabad35
- Personal finance companies in Noida32
- Personal finance companies in Delhi27
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 Mumbai, India?
RevenueBase identified 139 personal finance 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?
1 Finance, headquartered in Mumbai, 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 435 verified decision-maker contacts tracked across these 139 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.
Ready to reach these companies? Verified emails and direct dials for all 139 personal finance companies based in Mumbai, India. Start with a free account, no credit card.
Download this list →Related lists
Personal finance companies by geography
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Bengaluru, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
- Personal finance companies based in Charlotte, United States
- Personal finance companies based in Chicago, United States
- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
Browse the directory
Browse: Companies home · Personal finance companies in India · All India lists · All Personal finance companies lists · New lists
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Bengaluru, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States