Company lists · Data refreshed September 2026

Top 11 Portfolio analytics software companies based in Mumbai, India

RevenueBase identified 33 portfolio analytics software companies headquartered in Mumbai, India as of September 2026 and tracks 935 professional contacts across them, including 150 with verified work emails. Across India, Mumbai is the largest hub for this category.

This list covers portfolio analytics software 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 29, 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 29, 2026 86% judged on-target in blind review
33Companies
935Contacts tracked
150Verified emails
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The 11 largest portfolio analytics software companies based in Mumbai, India

Ranked by team size
Top 11 of 33 portfolio analytics software companies based in Mumbai, India, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analytics software 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 evidenceMumbai, IndiaHQ checked Sep 29, 202651-20098 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 29, 2026
2Indirect evidenceMumbai, IndiaHQ checked Sep 29, 202651-20080 contacts →

Indirect evidence

“MIDASX is the only B2B2C AI-powered multi-asset marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceMumbai, IndiaHQ checked Sep 29, 202651-20052 contacts →

Indirect evidence

“Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceMumbai, IndiaHQ checked Sep 29, 202651-20042 contacts →

Partial 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 29, 2026
5Partial evidenceMumbai, IndiaHQ checked Sep 29, 202611-5026 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 29, 2026
6Indirect evidenceMumbai, IndiaHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

“Wealth management has always rewarded those who could afford the best advice.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceMumbai, IndiaHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“OpenDelta is an AI-powered platform designed to help SMB asset managers make faster, more efficient, and better-informed decisions.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceMumbai, IndiaHQ checked Sep 29, 202611-505 contacts →

Partial evidence

“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.”

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceMumbai, IndiaHQ checked Sep 29, 202611-503 contacts →

Strong evidence

“We are a strategic advisor leveraging innovative technology and analytics to enable clients to optimally position portfolios of financial and real assets to distinctive risk…”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceMumbai, IndiaHQ checked Sep 29, 202611-502 contacts →

Strong evidence

“We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceMumbai, IndiaHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Severus Systems serves as an investment advisory firm specializing in constructing portfolios centered around equity investments.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 11 of 33 portfolio analytics software companies based in Mumbai, India

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Portfolio analytics software companies based in Mumbai, India at a glance

As of Sep 29, 2026
16.0%Verified-email coverage
28.3Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
9
51-200
4
201-500
1
10001+
1

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 33 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 analytics software 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 “portfolio analytics software 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 analytics software 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 analytics software 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, 150 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 29, 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.

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 analytics software 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 analytics software companies are there based in Mumbai, India?

RevenueBase identified 33 portfolio analytics software 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?

Mprofit, headquartered in Mumbai, tops this list with the largest team on record.

Which city in India has the most portfolio analytics software companies?

Mumbai leads India with 33 headquartered companies, followed by Bengaluru (17) and Hyderabad (15).

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 150 verified decision-maker contacts tracked across these 33 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 29, 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.