Company lists · Data refreshed September 2026

Top 25 Portfolio accounting firms based in India

Name: Portfolio accounting firms based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 178 companies tracked

RevenueBase identified 178 portfolio accounting firms headquartered in India as of September 2026 and tracks 2,424 professional contacts across them, including 923 with verified work emails. Mumbai is the largest hub.

This list covers portfolio accounting firms 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 14, 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 14, 2026 86% judged on-target in blind review

178Companies

2,424Contacts tracked

923Verified emails

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The 25 largest portfolio accounting firms based in India

Ranked by team size

Top 25 of 178 portfolio accounting firms based in India, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio accounting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Dezerv	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	501-1,000	589 contacts →
	Indirect evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 14, 2026
2	Unifi Capital PVT LTD	Partial evidence	Chennai, IndiaHQ checked Sep 14, 2026	51-200	128 contacts →
	Partial evidence “Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns.” Source: RevenueBase Database · checked Sep 14, 2026
3	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 14, 2026
4	Mprofit	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	98 contacts →
	Partial 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 14, 2026
5	Alchemy Capital Management PVT LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	92 contacts →
	Partial evidence “Alchemy Capital Management Private Limited (“Alchemy”) is a SEBI-registered Portfolio Manager and also acts as the Investment Manager for SEBI-registered Alternative Investment…” Source: RevenueBase Database · checked Sep 14, 2026
6	Multi-Act	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	73 contacts →
	Indirect evidence “Multi-Act Trade & Investments was founded in 1998 with the goal of providing superior investment research services to ultra high-net-worth individuals and family offices in India.” Source: RevenueBase Database · checked Sep 14, 2026
7	Sundaram Alternates	Indirect evidence	Chennai, IndiaHQ checked Sep 14, 2026	201-500	67 contacts →
	Indirect evidence “Our clientele comprises of HNIs, family offices, domestic and international institutions.” Source: RevenueBase Database · checked Sep 14, 2026
8	Renaissance Investment Managers Private Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	49 contacts →
	Partial evidence “Renaissance Investment Managers is an equity-focused investment house managing client assets through Portfolio Management Services (PMS) and Alternate Investment Funds (AIFs).” Source: RevenueBase Database · checked Sep 14, 2026
9	Capitalmind	Partial evidence	Bangalore, IndiaHQ checked Sep 14, 2026	51-200	44 contacts →
	Partial evidence “We’re a SEBI registered Portfolio Management Service (PMS) managing client wealth across our equity and debt investment strategies.” Source: RevenueBase Database · checked Sep 14, 2026
10	Stallion Asset	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	34 contacts →
	Partial evidence “Stallion Asset Private Limited is a SEBI Registered Portfolio Management Service.” Source: RevenueBase Database · checked Sep 14, 2026
11	Moneyedge Financial Consultancy	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	33 contacts →
	Partial evidence “Since our inception in 2010, we have been managing the financial portfolios of individuals and institutions.” Source: RevenueBase Database · checked Sep 14, 2026
12	Varanium Capital Advisors Private Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	27 contacts →
	Partial evidence “Varanium Capital Advisors Private Limited (VCAPL) is a SEBI licensed Portfolio Manager.” Source: RevenueBase Database · checked Sep 14, 2026
13	Wright Research	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	26 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 14, 2026
14	Growthfiniti Wealth PVT LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	23 contacts →
	Indirect evidence “GrowthFiniti Wealth Private Limited is a distinguished boutique private wealth firm that stands out for its unwavering commitment to value-centric practices and the application of…” Source: RevenueBase Database · checked Sep 14, 2026
15	Equitree Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	21 contacts →
	Indirect evidence “Equitree Capital Advisors Pvt.” Source: RevenueBase Database · checked Sep 14, 2026
16	Karma Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	20 contacts →
	Indirect evidence “Karma Capital Advisors Pvt Ltd- SEBI PMS registration no.” Source: RevenueBase Database · checked Sep 14, 2026
17	Primeinvestor	Partial evidence	Chennai, IndiaHQ checked Sep 14, 2026	11-50	20 contacts →
	Partial evidence “Prime PMS is a Portfolio Management Service (PMS) designed for investors who seek a more refined approach to wealth creation.” Source: RevenueBase Database · checked Sep 14, 2026
18	Invasset	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	19 contacts →
	Partial evidence “Welcome to INVasset PMS – an Award-Winning, SEBI-registered Quant-based Portfolio Management Service for HNIs & NRIs.” Source: RevenueBase Database · checked Sep 14, 2026
19	KRIIS	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	1-10	19 contacts →
	Indirect evidence “As mathematicians of investing and legacy creators, we passionately focus on compounding your investments to help you achieve financial freedom.” Source: RevenueBase Database · checked Sep 14, 2026
20	Prodigy Investment Management	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	18 contacts →
	Indirect evidence “Founded in June 2004 with the vision of providing a growth-oriented and a process-driven approach to investment management.” Source: RevenueBase Database · checked Sep 14, 2026
21	Goldmine Stocks PVT LTD	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 14, 2026	11-50	18 contacts →
	Indirect evidence “Goldmine Stocks Pvt Ltd is a financial services company based out of Shreyas Railway Crossing Road, Ahmedabad, Gujarat, India.” Source: RevenueBase Database · checked Sep 14, 2026
22	Impetus Arthasutra	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	17 contacts →
	Partial evidence “Impetus Arthasutra is a comprehensive Portfolio Management Company, registered under SEBI, providing customised Portfolio Management services to Investors.” Source: RevenueBase Database · checked Sep 14, 2026
23	Wallfort Fund Management LLP	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	15 contacts →
	Partial evidence “Wallfort Fund Management LLP is a SEBI-registered Portfolio Management Services (PMS) and Alternative Investment Fund (AIF) firm founded by Mr.” Source: RevenueBase Database · checked Sep 14, 2026
24	Recon Asset Portfolio Management Private Limited	Partial evidence	Delhi, IndiaHQ checked Sep 14, 2026	501-1,000	13 contacts →
	Partial evidence “RECON ASSET PORTFOLIO MANAGEMENT PRIVATE LIMITED is a financial services company based out of 1796,IST FLOOR KOTLA MUBARAKPUR NEW, DELHI, Delhi, India.” Source: RevenueBase Database · checked Sep 14, 2026
25	Acumen Wealthcare Solutions	Indirect evidence	Bengaluru, IndiaHQ checked Sep 14, 2026	11-50	11 contacts →
	Indirect evidence “Acumen Wealthcare Solutions pvt ltd is an Investment Advisory Firm.” Source: RevenueBase Database · checked Sep 14, 2026

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: portfolio accounting firms. 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 portfolio accounting firms.
Partial evidence: Its own public description names part of portfolio accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio accounting firms. 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 178 portfolio accounting firms based in India

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Portfolio accounting firms based in India at a glance

As of Sep 14, 2026

38.1%Verified-email coverage

13.6Average contacts per company

1-10Median size (employees)

29.8%Largest-city concentration · Mumbai

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 178 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 portfolio accounting firms, 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 “portfolio accounting firms”. 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 portfolio accounting firms), 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 portfolio accounting firms, 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, 923 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 14, 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.

Portfolio accounting firms by metro

Portfolio accounting firms in Mumbai53

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 portfolio accounting firms, 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 portfolio accounting firms are there based in India?

RevenueBase identified 178 portfolio accounting firms 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?

Dezerv, headquartered in Delhi, India, tops this list with the largest team on record.

Which city has the most portfolio accounting firms?

Mumbai leads with 53 headquartered companies, followed by Bangalore (9) and New Delhi (8).

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 923 verified decision-maker contacts tracked across these 178 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 14, 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.