Company lists · Data refreshed October 2026

Top 14 Portfolio accounting services based in India

RevenueBase identified 61 company matches for portfolio accounting services associated with India as of October 2026 and tracks 660 professional contacts across them, including 203 with verified work emails. Mumbai is the largest hub.

This list covers company matches for portfolio accounting services 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 October 22, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 22, 2026 How this list was built
61Companies
660Contacts tracked
203Verified emails
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The 14 largest portfolio accounting services based in India

Ranked by team size
Top 14 of 61 company matches for portfolio accounting services based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchChennai, IndiaHQ recorded Oct 22, 202651-200133 contacts →

Exact match

“Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
2Exact matchMumbai, IndiaHQ recorded Oct 22, 202651-200106 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 · Oct 22, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Oct 22, 202611-5035 contacts →

Exact match

“Stallion Asset Private Limited is a SEBI Registered Portfolio Management Service.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
4Exact matchChennai, IndiaHQ recorded Oct 22, 202611-5027 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 · Oct 22, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Oct 22, 202611-5022 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Oct 22, 20261-1017 contacts →

Exact match

“As mathematicians of investing and legacy creators, we passionately focus on compounding your investments to help you achieve financial freedom.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Oct 22, 202611-5015 contacts →

Exact match

“Founded in June 2004 with the vision of providing a growth-oriented and a process-driven approach to investment management.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
8Exact matchDelhi, IndiaHQ recorded Oct 22, 2026501-1,00014 contacts →

Exact match

“RECON ASSET PORTFOLIO MANAGEMENT PRIVATE LIMITED is a financial services company based out of 1796,IST FLOOR KOTLA MUBARAKPUR NEW, DELHI, Delhi, India.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Oct 22, 20261-1010 contacts →

Exact match

“Backed by deep field – level research, we offer portfolio management services with a long term performance,focusing on equity investment.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10Exact matchNew Delhi, IndiaHQ recorded Oct 22, 202611-508 contacts →

Exact match

“We at Complete Circle, with decades of combined team experience, offer customised wealth management solutions to exclusively fit your unique needs.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11Exact matchHyderabad, IndiaHQ recorded Oct 22, 202611-505 contacts →

Exact match

“Vika Wealth is a boutique Wealth Management firm, started by experienced professionals who worked with marquee institutions in previous avatars and managed the money of CEOs…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
12Exact matchMumbai, IndiaHQ recorded Oct 22, 20261-105 contacts →

Exact match

“Welcome to Valcreate Investment Managers LLP, a forefront in customizing wealth through process oriented approach to investments.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
13Exact matchPurnea, IndiaHQ recorded Oct 22, 202651-2002 contacts →

Exact match

“Successful investing in Capital Markets demands ever more time and expertise.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
14Exact matchPune, IndiaHQ recorded Oct 22, 20261-101 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase

Showing 14 of 61 portfolio accounting services based in India

See the full list, filter by size, metro and specialty, and access 203 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio accounting services based in India at a glance

As of Oct 22, 2026
30.8%Verified-email coverage
10.8Average contacts per company
1-10Median size (employees)
29.5%Largest-city concentration · Mumbai
Oct 22, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
16
51-200
6
201-500
2
501-1,000
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 61 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 “portfolio accounting services” 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 203 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 October 22, 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 “portfolio accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio accounting services are there based in India?

RevenueBase identified 61 company matches for portfolio accounting services associated with India as of October 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?

Unifi Capital PVT LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most portfolio accounting services?

Mumbai leads with 18 company records, followed by New Delhi (7) and Bangalore (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 203 professional contacts with verified work emails tracked across these 61 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 October 22, 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 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.