Company lists · Data refreshed November 2026
Top 20 Portfolio management software developers based in India
RevenueBase identified 73 company matches for portfolio management software developers associated with India as of November 2026 and tracks 16,178 professional contacts across them, including 7,182 with verified work emails. Mumbai is the largest hub.
This list covers company matches for portfolio management software developers 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 November 5, 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 20 largest portfolio management software developers based in India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 137 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 106 contacts → | ||||
Exact match “InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 92 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 57 contacts → | ||||
Exact match “Actlogica builds software for Wealth Management and Insurance industries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 51 contacts → | ||||
Exact match “PE Front Office is the only comprehensive and integrated suite of products that has been developed with a focus on the front and middle office processes for alternative investment…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 32 contacts → | ||||
Exact match “The company’s core business is wealth management supervision and consolidation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 31 contacts → | ||||
Exact match “Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 28 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 22 contacts → | ||||
Exact match “Welcome to INVasset PMS – an Award-Winning, SEBI-registered Quant-based Portfolio Management Service for HNIs & NRIs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 21 contacts → | ||||
Exact match “CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 17 contacts → | ||||
Exact match “OneRock IT services provides bespoke software development, support, and Back-office services to hedge funds and asset managers based off New York, London, and Hong Kong.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “Universa Analytics India Private Limited (Universa Analytics) is a wholly-owned subsidiary of Universa Investments L.P, an established investment management firm that has…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Fin-Soft Solutions is a trusted financial software company in Ahmedabad, established in by Mr.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 9 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Software solution provider for Financial Market Segment covering Capital, F&O, Commodity, Currency Derivative, Mutual Fund and many other Post trade management software for major…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 5 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Successful investing in Capital Markets demands ever more time and expertise.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Marathon Trends Advisory Private Limited is a SEBI approved portfolio management services (PMS) led by Atul Suri, who has over 30 years of experience in the Indian equity markets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.” Recorded in the RevenueBase company graph · Nov 5, 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 software developers”. 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 20 of 73 portfolio management software developers based in India
See the full list, filter by size, metro and specialty, and access 7,182 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio management software developers based in India at a glance
As of Nov 5, 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 73 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 management software developers” 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 7,182 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 November 5, 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 management software developers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management software developers are there based in India?
RevenueBase identified 73 company matches for portfolio management software developers associated with India as of November 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 management software developers?
Mumbai leads with 19 company records, followed by Bangalore (11) and Chennai (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 7,182 professional contacts with verified work emails tracked across these 73 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 73 portfolio management software developers based in India. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio management software developers based in London, United Kingdom
- Portfolio management software developers based in New York, United States
- Portfolio management software developers based in Canada
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Company intelligence · public preview
Top 20 portfolio management software developers based in India
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 73 matching company records for portfolio management software developers based in India, with 16,178 tracked contacts and 7,182 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 20 portfolio management software developers based in 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 |  Unifi Capital PVT LTDunificap.comHQ: Chennai, IndiaReported employees: 51-200 | Chennai, India | 51-200 | Exact match | 137 contacts → |
“Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Investwellinvestwellonline.comHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 106 contacts → |
“InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Midasx Officialmidasx.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Actlogica Solutions Private Limitedactlogica.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 57 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  PE Front Officepefrontoffice.comHQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 51 contacts → |
“PE Front Office is the only comprehensive and integrated suite of products that has been developed with a focus on the front and middle office processes for alternative investment…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Qness Software PVT LTDqnesssoftware.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 32 contacts → |
“The company’s core business is wealth management supervision and consolidation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fintuple Technologiesfintuple.comHQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 31 contacts → |
“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Primeinvestorprimeinvestor.inHQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 28 contacts → |
“Prime PMS is a Portfolio Management Service (PMS) designed for investors who seek a more refined approach to wealth creation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Invassetinvasset.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“Welcome to INVasset PMS – an Award-Winning, SEBI-registered Quant-based Portfolio Management Service for HNIs & NRIs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Capmetricspurnartha.com HQ: Pune, IndiaReported employees: 51-200 | Pune, India | 51-200 | Exact match | 21 contacts → |
“CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Onerock IT Services Private Limitedonerockinfotech.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 17 contacts → |
“OneRock IT services provides bespoke software development, support, and Back-office services to hedge funds and asset managers based off New York, London, and Hong Kong.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Universa Analyticsuniversaanalytics.comHQ: Chandigarh, IndiaReported employees: 11-50 | Chandigarh, India | 11-50 | Exact match | 13 contacts → |
“Universa Analytics India Private Limited (Universa Analytics) is a wholly-owned subsidiary of Universa Investments L.P, an established investment management firm that has…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fin-Soft Solutionsfin-soft.comHQ: Ahmadabad, IndiaReported employees: 11-50 | Ahmadabad, India | 11-50 | Exact match | 12 contacts → |
“Fin-Soft Solutions is a trusted financial software company in Ahmedabad, established in by Mr.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Complete Circle Wealth Solutions LLPcompletecirclewealth.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 9 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Comtek Bizsoft Pvt. LTDcomtekbizsoft.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 8 contacts → |
“Software solution provider for Financial Market Segment covering Capital, F&O, Commodity, Currency Derivative, Mutual Fund and many other Post trade management software for major…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Valcreate Investment Managersvalcreate.comHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 5 contacts → |
“Welcome to Valcreate Investment Managers LLP, a forefront in customizing wealth through process oriented approach to investments.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Irecordirecordinfo.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 5 contacts → |
“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  VARTCvartc.comHQ: Purnea, IndiaReported employees: 51-200 | Purnea, India | 51-200 | Exact match | 4 contacts → |
“Successful investing in Capital Markets demands ever more time and expertise.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Marathontrendsmarathontrends.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 4 contacts → |
“Marathon Trends Advisory Private Limited is a SEBI approved portfolio management services (PMS) led by Atul Suri, who has over 30 years of experience in the Indian equity markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Caprisoftcaprisoft.co.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 2 contacts → |
“We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 73 company matches
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Portfolio management software developers: dataset insights
November 5, 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
73 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 worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 73 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: November 5, 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 ↗
Questions about this company list
What does Exact match mean for portfolio management software developers?
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 software developers did RevenueBase find based in India?
The saved snapshot records 73 matching company records, 16,178 tracked contacts and 7,182 verified emails. The public preview displays 20 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: November 5, 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.
Related lists
Portfolio management software developers by geography
- Portfolio management software developers based in London, United Kingdom
- Portfolio management software developers based in New York, United States
- Portfolio management software developers based in Canada
- Portfolio management software developers based in France
- Portfolio management software developers based in Germany
- Portfolio management software developers based in Switzerland
- Portfolio management software developers based in the United Kingdom
- Portfolio management software developers based in the United States
Cite this list
RevenueBase Data Team. Top 20 portfolio management software developers based in India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/portfolio-management-software-developers/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio management software developers based in London, United Kingdom
- Portfolio management software developers based in New York, United States
- Portfolio management software developers based in Canada
- Portfolio management software developers based in France
- Portfolio management software developers based in Germany
- Portfolio management software developers based in Switzerland
Company intelligence · public preview
Top 20 portfolio management software developers based in India
RevenueBase records 73 matching company records for portfolio management software developers based in India, with 16,178 tracked contacts and 7,182 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 20 portfolio management software developers based in 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 | Unifi Capital PVT LTDunificap.com HQ: Chennai, IndiaReported employees: 51-200 | Chennai, India | 51-200 | Exact match | 137 contacts → |
“Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Investwellinvestwellonline.com HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 106 contacts → |
“InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Midasx Officialmidasx.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 92 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Actlogica Solutions Private Limitedactlogica.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 57 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | PE Front Officepefrontoffice.com HQ: Gurgaon, IndiaReported employees: 51-200 | Gurgaon, India | 51-200 | Exact match | 51 contacts → |
“PE Front Office is the only comprehensive and integrated suite of products that has been developed with a focus on the front and middle office processes for alternative investment…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Qness Software PVT LTDqnesssoftware.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 32 contacts → |
“The company’s core business is wealth management supervision and consolidation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fintuple Technologiesfintuple.com HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 31 contacts → |
“Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Primeinvestorprimeinvestor.in HQ: Chennai, IndiaReported employees: 11-50 | Chennai, India | 11-50 | Exact match | 28 contacts → |
“Prime PMS is a Portfolio Management Service (PMS) designed for investors who seek a more refined approach to wealth creation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Invassetinvasset.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 22 contacts → |
“Welcome to INVasset PMS – an Award-Winning, SEBI-registered Quant-based Portfolio Management Service for HNIs & NRIs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Capmetricspurnartha.com HQ: Pune, IndiaReported employees: 51-200 | Pune, India | 51-200 | Exact match | 21 contacts → |
“CapMetrics is a decade old financial services organization specializing in products and services geared towards the investment management, investment banking and investment…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Onerock IT Services Private Limitedonerockinfotech.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 17 contacts → |
“OneRock IT services provides bespoke software development, support, and Back-office services to hedge funds and asset managers based off New York, London, and Hong Kong.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Universa Analyticsuniversaanalytics.com HQ: Chandigarh, IndiaReported employees: 11-50 | Chandigarh, India | 11-50 | Exact match | 13 contacts → |
“Universa Analytics India Private Limited (Universa Analytics) is a wholly-owned subsidiary of Universa Investments L.P, an established investment management firm that has…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fin-Soft Solutionsfin-soft.com HQ: Ahmadabad, IndiaReported employees: 11-50 | Ahmadabad, India | 11-50 | Exact match | 12 contacts → |
“Fin-Soft Solutions is a trusted financial software company in Ahmedabad, established in by Mr.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Complete Circle Wealth Solutions LLPcompletecirclewealth.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 9 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Comtek Bizsoft Pvt. LTDcomtekbizsoft.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 8 contacts → |
“Software solution provider for Financial Market Segment covering Capital, F&O, Commodity, Currency Derivative, Mutual Fund and many other Post trade management software for major…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Valcreate Investment Managersvalcreate.com HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 5 contacts → |
“Welcome to Valcreate Investment Managers LLP, a forefront in customizing wealth through process oriented approach to investments.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Irecordirecordinfo.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 5 contacts → |
“iRecord was an idea to cater the absence of reliable, accurate, and technologically powered Investment portfolio management & Accounting.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | VARTCvartc.com HQ: Purnea, IndiaReported employees: 51-200 | Purnea, India | 51-200 | Exact match | 4 contacts → |
“Successful investing in Capital Markets demands ever more time and expertise.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Marathontrendsmarathontrends.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 4 contacts → |
“Marathon Trends Advisory Private Limited is a SEBI approved portfolio management services (PMS) led by Atul Suri, who has over 30 years of experience in the Indian equity markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Caprisoftcaprisoft.co.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 2 contacts → |
“We are a software product company catering to the Portfolio Management and Accounting needs of Indian Retail Investors, Brokers and HNIs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 73 company matches
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Portfolio management software developers: dataset insights
November 5, 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
73 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 worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 73 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: November 5, 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 ↗
Questions about this company list
What does Exact match mean for portfolio management software developers?
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 software developers did RevenueBase find based in India?
The saved snapshot records 73 matching company records, 16,178 tracked contacts and 7,182 verified emails. The public preview displays 20 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: November 5, 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 20 portfolio management software developers based in India. Snapshot: November 5, 2026. https://revenuebase.ai/companies/portfolio-management-software-developers/india.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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