Company lists · Data refreshed September 2026

Top 25 Portfolio analysis companies based in India

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 616 companies tracked

RevenueBase identified 616 portfolio analysis companies headquartered in India as of September 2026 and tracks 11,899 professional contacts across them, including 1,986 with verified work emails. Mumbai is the largest hub.

This list covers portfolio analysis 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 20, 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 20, 2026 86% judged on-target in blind review

616Companies

11,899Contacts tracked

1,986Verified emails

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The 25 largest portfolio analysis companies based in India

Ranked by team size

Top 25 of 616 portfolio analysis companies based in India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analysis 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Nippon India Mutual Fund	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	1,571 contacts →
	Indirect evidence “With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Source: RevenueBase Database · checked Sep 20, 2026
2	YES Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	916 contacts →
	Indirect evidence “Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Source: RevenueBase Database · checked Sep 20, 2026
3	Emkay Global Financial Services LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	816 contacts →
	Indirect evidence “Connect and Converse with likeminded people, Contribute and share your thoughts.” Source: RevenueBase Database · checked Sep 20, 2026
4	PL Capital Group Prabhudas Lilladher	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	812 contacts →
	Indirect evidence “PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Source: RevenueBase Database · checked Sep 20, 2026
5	Whiteoak Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	323 contacts →
	Indirect evidence “WHO ARE WE?” Source: RevenueBase Database · checked Sep 20, 2026
6	SSJ Finance & Securities	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 20, 2026	201-500	268 contacts →
	Indirect evidence “For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Source: RevenueBase Database · checked Sep 20, 2026
7	Analah	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	154 contacts →
	Indirect evidence “Analah is a premier global firm specializing in Private Equity, Startups, Real Estate, Mutual Funds, and Insurance.” Source: RevenueBase Database · checked Sep 20, 2026
8	AUM Capital Market Private Limited	Indirect evidence	Kolkata, IndiaHQ checked Sep 20, 2026	201-500	149 contacts →
	Indirect evidence “We are a leading financial services firm delivering integrated financial solutions for a dynamic marketplace.” Source: RevenueBase Database · checked Sep 20, 2026
9	Unifi Capital PVT LTD	Partial evidence	Chennai, IndiaHQ checked Sep 20, 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 20, 2026
10	Eastern Financiers LTD	Indirect evidence	Kolkata, IndiaHQ checked Sep 20, 2026	201-500	128 contacts →
	Indirect evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 20, 2026
11	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 20, 2026
12	Brics Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	93 contacts →
	Indirect evidence “Founded in 1952, the JV Gokal (JVG) Group grew and acquired businesses in diverse industries across the globe.” Source: RevenueBase Database · checked Sep 20, 2026
13	Multi-Act	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 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 20, 2026
14	Sundaram Alternates	Indirect evidence	Chennai, IndiaHQ checked Sep 20, 2026	201-500	67 contacts →
	Indirect evidence “Our clientele comprises of HNIs, family offices, domestic and international institutions.” Source: RevenueBase Database · checked Sep 20, 2026
15	Invergence Analytics Subsidiary Of Convergence INC	Indirect evidence	Hyderabad, IndiaHQ checked Sep 20, 2026	11-50	62 contacts →
	Indirect evidence “Invergence Analytics is a subsidiary of Convergence Inc.” Source: RevenueBase Database · checked Sep 20, 2026
16	Rurash Financials Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	59 contacts →
	Indirect evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 20, 2026
17	Epsilon Money	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	58 contacts →
	Indirect evidence “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Source: RevenueBase Database · checked Sep 20, 2026
18	Quantum Advisors India	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	57 contacts →
	Partial evidence “Name: Quantum Advisors Private Limited SEBI Registration number as Portfolio Manager : Established in 1990 on a foundation of ethics, integrity and a disciplined investment…” Source: RevenueBase Database · checked Sep 20, 2026
19	I CAP Financial Services	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	51 contacts →
	Indirect 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 20, 2026
20	Renaissance Investment Managers Private Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 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 20, 2026
21	Northstar Analytics	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	42 contacts →
	Indirect evidence “Northstar Analytics provides high-quality, consistent, and cost-effective investment research and analytical support to asset managers (public equity, private equity, venture…” Source: RevenueBase Database · checked Sep 20, 2026
22	Goldmine Stocks PVT LTD	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 20, 2026	11-50	41 contacts →
	Indirect evidence “40 YEARS OF TOP - NOTCH SERVICE.” Source: RevenueBase Database · checked Sep 20, 2026
23	OLD Bridge Capital Management PVT LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	n/a	33 contacts →
	Indirect evidence “Old Bridge Capital Management (OBCM) is an Investment Management Company incorporated in Dec 2015 with a focus on equities.” Source: RevenueBase Database · checked Sep 20, 2026
24	Moneyedge Financial Consultancy	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 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 20, 2026
25	Fintuple Technologies	Partial evidence	Chennai, IndiaHQ checked Sep 20, 2026	11-50	33 contacts →
	Partial evidence “Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Source: RevenueBase Database · checked Sep 20, 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 analysis 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 portfolio analysis companies.
Partial evidence: Its own public description names part of portfolio analysis companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio analysis 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 616 portfolio analysis companies based in India

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Portfolio analysis companies based in India at a glance

As of Sep 20, 2026

16.7%Verified-email coverage

19.3Average contacts per company

1-10Median size (employees)

14.0%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

363

11-50

169

51-200

201-500

501-1,000

5,001-10,000

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 616 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 analysis 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 “portfolio analysis 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 portfolio analysis 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 portfolio analysis 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, 1,986 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 20, 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 analysis companies by metro

Portfolio analysis companies in Mumbai86
Portfolio analysis companies in Pune45
Portfolio analysis companies in Ahmedabad32
Portfolio analysis companies in New Delhi32
Portfolio analysis companies in Bangalore31

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 analysis 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 portfolio analysis companies are there based in India?

RevenueBase identified 616 portfolio analysis 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?

Nippon India Mutual Fund, headquartered in Mumbai, tops this list with the largest team on record.

Which city has the most portfolio analysis companies?

Mumbai leads with 86 headquartered companies, followed by Pune (45) and Ahmedabad (32).

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 1,986 verified decision-maker contacts tracked across these 616 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 20, 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.