Company lists · Data refreshed September 2026
Top 25 Portfolio management platforms based in India
RevenueBase identified 277 portfolio management platforms headquartered in India as of September 2026 and tracks 7,035 professional contacts across them, including 1,836 with verified work emails. Mumbai is the largest hub.
This list covers portfolio management platforms 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 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.
The 25 largest portfolio management platforms based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,571 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 589 contacts → | ||||
Partial evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 323 contacts → | ||||
Indirect evidence “WHO ARE WE?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 212 contacts → | ||||
Partial evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 135 contacts → | ||||
Strong evidence “EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 128 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 107 contacts → | ||||
Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 99 contacts → | ||||
Indirect evidence “InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 98 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 80 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 58 contacts → | ||||
Partial evidence “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 58 contacts → | ||||
Partial evidence “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 54 contacts → | ||||
Partial evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 52 contacts → | ||||
Strong evidence “Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 52 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 51 contacts → | ||||
Indirect evidence “Vivekam is incorporated to become the first Investment Advisory company to offer proven processes into Investments.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 47 contacts → | ||||
Indirect evidence “Applied Software is a software product company in the WealthTech space.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 44 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 43 contacts → | ||||
Partial evidence “Wealth Management and AI” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 41 contacts → | ||||
Indirect evidence “Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 41 contacts → | ||||
Indirect evidence “40 YEARS OF TOP - NOTCH SERVICE.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 36 contacts → | ||||
Indirect evidence “A suite of tools for comprehensive Investment Research & Tracking” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 33 contacts → | ||||
Strong evidence “Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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 management platforms. 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 management platforms.
- Partial evidence
- Its own public description names part of portfolio management platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio management platforms. 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 277 portfolio management platforms based in India
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Portfolio management platforms based in India at a glance
As of Sep 29, 2026Companies by employee count
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 277 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 management platforms, 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 management platforms”. 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 management platforms), 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 management platforms, 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, 1,836 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.
Portfolio management platforms by metro
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 management platforms, 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 management platforms are there based in India?
RevenueBase identified 277 portfolio management platforms 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 management platforms?
Mumbai leads with 49 headquartered companies, followed by Bengaluru (24) and New Delhi (21).
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 1,836 verified decision-maker contacts tracked across these 277 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.
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