Company lists · Data refreshed September 2026
Top 18 Portfolio management firms based in New Delhi, India
RevenueBase identified 98 company matches for portfolio management firms associated with New Delhi, India as of September 2026 and tracks 528 professional contacts across them, including 81 with verified work emails. Across India, Mumbai is the largest hub for this category (282 companies); New Delhi has 98.
This list covers company matches for portfolio management firms associated with New Delhi, 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 September 20, 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.
The 18 largest portfolio management firms based in New Delhi, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 46 contacts → | ||||
Exact match “SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 44 contacts → | ||||
Exact match “Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 32 contacts → | ||||
Exact match “Wealth Advisory” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 17 contacts → | ||||
Exact match “At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “With an AUM of over ₹500 Cr and families served across the globe over three decades, GCIC Finserve has been a trusted partner in the financial journeys of individuals, families…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 7 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “We are a group of Investment professionals with average experience of 15 years, We are a Wealth Management company, where we provide value added services to our clients ranging…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Hareepatti is into financial advisory that works around taking individuals and corporate houses to the greener side of money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Welcome to Finvriddhi, where finance meets growth!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Konfyans Private Wealth (KPW) is a boutique investment and business advisory firm founded in 2013, managing investments across multiple asset classes, including private equity…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Welcome to AJ FinWealth - We plan for your growth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Bluechip Capital made its entry as novice eager to reach the pinnacles of success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Net Brokers, a leading Delhi-based Wealth Management firm, carries an 80-year legacy with Mr.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Createur De Richesse is a leading global investment Management firm that specializes in a full range of wealth management advice and services to a substantial and diversified…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “At Ärtharich Investment, we empower individuals, businesses, and institutions to grow with confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “portfolio management firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 18 of 98 portfolio management firms based in New Delhi, India
See the full list, filter by size, metro and specialty, and access 81 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio management firms based in New Delhi, India at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for New Delhi, so it is reported there. Company counts and contact totals on this page are exact for New Delhi, over 98 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 New Delhi, India whose business descriptions match “portfolio management firms” 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 81 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 September 20, 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.
Portfolio management firms by metro in India
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 management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management firms are there based in New Delhi, India?
RevenueBase identified 98 company matches for portfolio management firms associated with New Delhi, India as of September 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?
SMC Investments And Advisors Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in India has the most portfolio management firms?
Mumbai leads India with 282 company records, followed by Bangalore (141) and Pune (113). New Delhi has 98.
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 81 professional contacts with verified work emails tracked across these 98 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 98 portfolio management firms based in New Delhi, India. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 18 portfolio management firms based in New Delhi, India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 98 matching company records for portfolio management firms based in New Delhi, India, with 528 tracked contacts and 81 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 portfolio management firms based in New Delhi, India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  SMC Investments And Advisors Limitedsmcinvestments.co.inHQ: New Delhi, IndiaReported employees: 1,001-5,000 | New Delhi, India | 1,001-5,000 | Exact match | 46 contacts → |
“SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Complete Circle Capital Pvt. LTDcompletecirclecapital.comHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 44 contacts → |
“Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Prospurtsprospurts.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 32 contacts → |
“Wealth Advisory” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ingenetus Groupingenetus.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 17 contacts → |
“At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Gcic Finservegcicfinserve.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 11 contacts → |
“With an AUM of over ₹500 Cr and families served across the globe over three decades, GCIC Finserve has been a trusted partner in the financial journeys of individuals, families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Candor Capitalcandorcapital.inHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 10 contacts → |
“Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Unified Vision Wealthunifiedvisionwealth.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 9 contacts → |
“We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Complete Circle Wealth Solutions LLPcompletecirclewealth.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 7 contacts → |
“We at Complete Circle, with decades of combined team experience, offer customised wealth management solutions to exclusively fit your unique needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Marwah Financialmarwahfinancial.comHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 7 contacts → |
“Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wealth Asiawealthasia.org HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 5 contacts → |
“We are a group of Investment professionals with average experience of 15 years, We are a Wealth Management company, where we provide value added services to our clients ranging…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hareepattihareepatti.comHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 4 contacts → |
“Hareepatti is into financial advisory that works around taking individuals and corporate houses to the greener side of money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Finvriddhi Services Private Limitedfinvriddhi.comHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 3 contacts → |
“Welcome to Finvriddhi, where finance meets growth!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Konfyans Private Wealth LLPkonfyans.comHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 3 contacts → |
“Konfyans Private Wealth (KPW) is a boutique investment and business advisory firm founded in 2013, managing investments across multiple asset classes, including private equity…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  AJ Wealth And Financial Servicesajfinwealth.comHQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 3 contacts → |
“Welcome to AJ FinWealth - We plan for your growth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Bluechip Capital Services Pvt. LTDbluechipcapital.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 2 contacts → |
“Bluechip Capital made its entry as novice eager to reach the pinnacles of success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  NET Brokersnetbrokers.co.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 2 contacts → |
“Net Brokers, a leading Delhi-based Wealth Management firm, carries an 80-year legacy with Mr.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Createur DE Richessecrwealth.co.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 2 contacts → |
“Createur De Richesse is a leading global investment Management firm that specializes in a full range of wealth management advice and services to a substantial and diversified…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Artharich Investment Manager LLPartharich.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 1 contacts → |
“At Ärtharich Investment, we empower individuals, businesses, and institutions to grow with confidence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 98 company matches
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Portfolio management firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
98 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole India list rather than for New Delhi, so it is reported there. Company counts and contact totals on this page are exact for New Delhi, over 98 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio management firms by metro in India
Questions about this company list
What does Exact match mean for portfolio management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio management firms did RevenueBase find based in New Delhi, India?
The saved snapshot records 98 matching company records, 528 tracked contacts and 81 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 18 portfolio management firms based in New Delhi, India. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-management-firms/india/new-delhi.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 18 portfolio management firms based in New Delhi, India
RevenueBase records 98 matching company records for portfolio management firms based in New Delhi, India, with 528 tracked contacts and 81 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 portfolio management firms based in New Delhi, India
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | SMC Investments And Advisors Limitedsmcinvestments.co.in HQ: New Delhi, IndiaReported employees: 1,001-5,000 | New Delhi, India | 1,001-5,000 | Exact match | 46 contacts → |
“SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Complete Circle Capital Pvt. LTDcompletecirclecapital.com HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 44 contacts → |
“Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Prospurtsprospurts.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 32 contacts → |
“Wealth Advisory” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ingenetus Groupingenetus.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 17 contacts → |
“At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Gcic Finservegcicfinserve.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 11 contacts → |
“With an AUM of over ₹500 Cr and families served across the globe over three decades, GCIC Finserve has been a trusted partner in the financial journeys of individuals, families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Candor Capitalcandorcapital.in HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 10 contacts → |
“Candor Capital is a boutique financial advisory firm, with a niche in management of complex portfolios, and risk advisory for individuals and corporations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Unified Vision Wealthunifiedvisionwealth.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 9 contacts → |
“We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Complete Circle Wealth Solutions LLPcompletecirclewealth.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 7 contacts → |
“We at Complete Circle, with decades of combined team experience, offer customised wealth management solutions to exclusively fit your unique needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Marwah Financialmarwahfinancial.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 7 contacts → |
“Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wealth Asiawealthasia.org HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 5 contacts → |
“We are a group of Investment professionals with average experience of 15 years, We are a Wealth Management company, where we provide value added services to our clients ranging…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hareepattihareepatti.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 4 contacts → |
“Hareepatti is into financial advisory that works around taking individuals and corporate houses to the greener side of money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Finvriddhi Services Private Limitedfinvriddhi.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 3 contacts → |
“Welcome to Finvriddhi, where finance meets growth!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Konfyans Private Wealth LLPkonfyans.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 3 contacts → |
“Konfyans Private Wealth (KPW) is a boutique investment and business advisory firm founded in 2013, managing investments across multiple asset classes, including private equity…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | AJ Wealth And Financial Servicesajfinwealth.com HQ: New Delhi, IndiaReported employees: 1-10 | New Delhi, India | 1-10 | Exact match | 3 contacts → |
“Welcome to AJ FinWealth - We plan for your growth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bluechip Capital Services Pvt. LTDbluechipcapital.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 2 contacts → |
“Bluechip Capital made its entry as novice eager to reach the pinnacles of success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | NET Brokersnetbrokers.co.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 2 contacts → |
“Net Brokers, a leading Delhi-based Wealth Management firm, carries an 80-year legacy with Mr.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Createur DE Richessecrwealth.co.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 2 contacts → |
“Createur De Richesse is a leading global investment Management firm that specializes in a full range of wealth management advice and services to a substantial and diversified…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Artharich Investment Manager LLPartharich.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 1 contacts → |
“At Ärtharich Investment, we empower individuals, businesses, and institutions to grow with confidence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 98 company matches
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Portfolio management firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
98 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole India list rather than for New Delhi, so it is reported there. Company counts and contact totals on this page are exact for New Delhi, over 98 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio management firms by metro in India
Questions about this company list
What does Exact match mean for portfolio management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio management firms did RevenueBase find based in New Delhi, India?
The saved snapshot records 98 matching company records, 528 tracked contacts and 81 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 18 portfolio management firms based in New Delhi, India. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-management-firms/india/new-delhi.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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