Company lists · Data refreshed November 2026
Top 25 Portfolio management training companies based in India
RevenueBase identified 145 company matches for portfolio management training companies associated with India as of November 2026 and tracks 2,067 professional contacts across them, including 334 with verified work emails. Mumbai is the largest hub.
This list covers company matches for portfolio management training companies 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 6, 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 25 largest portfolio management training companies 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 6, 2026 · View company records in RevenueBase | |||||
| 2 | 128 contacts → | ||||
Exact match “IIFM is an educational foundation dedicated to providing quality and unbiased education, information, research data and instruction to financial industry professionals, market…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 108 contacts → | ||||
Exact match “Kredent Academy is the unique concept where financial market professionals have taken the onus of creating a strong knowledge bank in their area of expertise by bridging the gap…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 97 contacts → | ||||
Exact match “Alchemy Capital Management Private Limited (“Alchemy”) is a SEBI-registered Portfolio Manager and also acts as the Investment Manager for SEBI-registered Alternative Investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 91 contacts → | ||||
Exact match “Welcome to SSEI, India's leading global education institution, offering a diverse range of programs, including CA, CFA, FRM, and Markets, providing comprehensive preparation for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 46 contacts → | ||||
Exact match “We’re a SEBI registered Portfolio Management Service (PMS) managing client wealth across our equity and debt investment strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 44 contacts → | ||||
Exact match “We are an education company focused on providing classroom and online training for professional certifications like CFA®, FRM, CFP (CM) and Financial Modelling.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 37 contacts → | ||||
Exact match “Stallion Asset Private Limited is a SEBI Registered Portfolio Management Service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 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 6, 2026 · View company records in RevenueBase | |||||
| 10 | 24 contacts → | ||||
Exact match “ProThoughts was born with the idea to help project managers and organizations to succeed with their projects.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 23 contacts → | ||||
Exact match “Equalifi is globally recognized education and membership organization for finance professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 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 6, 2026 · View company records in RevenueBase | |||||
| 13 | 20 contacts → | ||||
Exact match “Equitree Capital Advisors Pvt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 18 contacts → | ||||
Exact match “Tamohara Investment Managers Pvt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 18 contacts → | ||||
Exact match “As mathematicians of investing and legacy creators, we passionately focus on compounding your investments to help you achieve financial freedom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 17 contacts → | ||||
Exact match “Impetus Arthasutra is a comprehensive Portfolio Management Company, registered under SEBI, providing customised Portfolio Management services to Investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 15 contacts → | ||||
Exact match “CBA has got its satellite offices in almost all the major cities in India for providing instructor-led training, e-learning services to the various professionals etc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 14 contacts → | ||||
Exact match “Knowise Learning Academy - the only training provider you will need to go to for ALL your financial training requirements.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “Intelivisto was incorporated with a vision to become a Centre of excellence for trainings, education, market research and technical support to market professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match “ICFM is one of the pioneers in career oriented professional education in the segment of financial markets in India is a unit of "CareerPro Ventures Limited"- a diversified…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 10 contacts → | ||||
Exact match “Investment Banking Institute (IB Institute) is Microsoft’s "Authorized Testing Center" for all the applications of Microsoft.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 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 6, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Pathfinders Trainings teaches people how to operate in the financial market and learning how to 1.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 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 6, 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 training companies”. 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 25 of 145 portfolio management training companies based in India
See the full list, filter by size, metro and specialty, and access 334 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio management training companies based in India at a glance
As of Nov 6, 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 145 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 training companies” 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 334 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 6, 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 training companies by metro
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 training companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management training companies are there based in India?
RevenueBase identified 145 company matches for portfolio management training companies 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 training companies?
Mumbai leads with 31 company records, followed by New Delhi (11) and Bangalore (7).
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 334 professional contacts with verified work emails tracked across these 145 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 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 145 portfolio management training companies based in India. Start with a free account, no credit card.
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Portfolio management training companies by geography
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 training companies based in Mumbai, India
- Portfolio management training companies based in the United Kingdom
- Portfolio management training companies based in the United States
- Advanced digital marketing consulting firms based in India, India
- Advertising agency internet marketing agencies based in India, India
- Advertising agency social media companies based in India, India
Company intelligence · public preview
Top 25 portfolio management training companies 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 145 matching company records for portfolio management training companies based in India, with 2,067 tracked contacts and 334 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 portfolio management training companies 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  IIFMiifm.co.inHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 128 contacts → |
“IIFM is an educational foundation dedicated to providing quality and unbiased education, information, research data and instruction to financial industry professionals, market…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Kredent Academykredentacademy.comHQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 108 contacts → |
“Kredent Academy is the unique concept where financial market professionals have taken the onus of creating a strong knowledge bank in their area of expertise by bridging the gap…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Alchemy Capital Management PVT LTDalchemycapital.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 97 contacts → |
“Alchemy Capital Management Private Limited (“Alchemy”) is a SEBI-registered Portfolio Manager and also acts as the Investment Manager for SEBI-registered Alternative Investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 91 contacts → |
“Welcome to SSEI, India's leading global education institution, offering a diverse range of programs, including CA, CFA, FRM, and Markets, providing comprehensive preparation for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Capitalmindcapitalmind.inHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 46 contacts → |
“We’re a SEBI registered Portfolio Management Service (PMS) managing client wealth across our equity and debt investment strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fintreefintreeindia.comHQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 44 contacts → |
“We are an education company focused on providing classroom and online training for professional certifications like CFA®, FRM, CFP (CM) and Financial Modelling.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Stallion Assetstallionasset.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 37 contacts → |
“Stallion Asset Private Limited is a SEBI Registered Portfolio Management Service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Prothoughts Solutionsprothoughts.co.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 24 contacts → |
“ProThoughts was born with the idea to help project managers and organizations to succeed with their projects.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Equalifiequalifi.orgHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 23 contacts → |
“Equalifi is globally recognized education and membership organization for finance professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Equitree Capitalequitreecapital.comHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 20 contacts → |
“Equitree Capital Advisors Pvt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Tamohara Investment Managerstamohara.netHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 18 contacts → |
“Tamohara Investment Managers Pvt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  KRIISkriis.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 18 contacts → |
“As mathematicians of investing and legacy creators, we passionately focus on compounding your investments to help you achieve financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Impetus Arthasutraimpetusindia.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 17 contacts → |
“Impetus Arthasutra is a comprehensive Portfolio Management Company, registered under SEBI, providing customised Portfolio Management services to Investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cbacademycbacademy.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 15 contacts → |
“CBA has got its satellite offices in almost all the major cities in India for providing instructor-led training, e-learning services to the various professionals etc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Knowise Learning Academy India PVT LTDknowise.co.inHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 14 contacts → |
“Knowise Learning Academy - the only training provider you will need to go to for ALL your financial training requirements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Intelivisto Consulting India Private Limitedintelivisto.comHQ: Noida, IndiaReported employees: 11-50 | Noida, India | 11-50 | Exact match | 11 contacts → |
“Intelivisto was incorporated with a vision to become a Centre of excellence for trainings, education, market research and technical support to market professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  ICFMicfmindia.comHQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 10 contacts → |
“ICFM is one of the pioneers in career oriented professional education in the segment of financial markets in India is a unit of "CareerPro Ventures Limited"- a diversified…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Investment Banking Instituteibinstitute.inHQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 10 contacts → |
“Investment Banking Institute (IB Institute) is Microsoft’s "Authorized Testing Center" for all the applications of Microsoft.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Pathfinders Trainingspathfinderstrainings.in HQ: Thane, IndiaReported employees: 11-50 | Thane, India | 11-50 | Exact match | 6 contacts → |
“Pathfinders Trainings teaches people how to operate in the financial market and learning how to 1.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 145 company matches
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Portfolio management training companies: dataset insights
November 6, 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
145 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 145 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 6, 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 training companies by metro
Questions about this company list
What does Exact match mean for portfolio management training companies?
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 training companies did RevenueBase find based in India?
The saved snapshot records 145 matching company records, 2,067 tracked contacts and 334 verified emails. The public preview displays 25 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 6, 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 training companies by geography
Cite this list
RevenueBase Data Team. Top 25 portfolio management training companies based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-management-training-companies/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 training companies based in Mumbai, India
- Portfolio management training companies based in the United Kingdom
- Portfolio management training companies based in the United States
- Advanced digital marketing consulting firms based in India, India
- Advertising agency internet marketing agencies based in India, India
- Advertising agency social media companies based in India, India
Company intelligence · public preview
Top 25 portfolio management training companies based in India
RevenueBase records 145 matching company records for portfolio management training companies based in India, with 2,067 tracked contacts and 334 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 portfolio management training companies 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | IIFMiifm.co.in HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 128 contacts → |
“IIFM is an educational foundation dedicated to providing quality and unbiased education, information, research data and instruction to financial industry professionals, market…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Kredent Academykredentacademy.com HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 108 contacts → |
“Kredent Academy is the unique concept where financial market professionals have taken the onus of creating a strong knowledge bank in their area of expertise by bridging the gap…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Alchemy Capital Management PVT LTDalchemycapital.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 97 contacts → |
“Alchemy Capital Management Private Limited (“Alchemy”) is a SEBI-registered Portfolio Manager and also acts as the Investment Manager for SEBI-registered Alternative Investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Kolkata, IndiaReported employees: 11-50 | Kolkata, India | 11-50 | Exact match | 91 contacts → |
“Welcome to SSEI, India's leading global education institution, offering a diverse range of programs, including CA, CFA, FRM, and Markets, providing comprehensive preparation for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Capitalmindcapitalmind.in HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 46 contacts → |
“We’re a SEBI registered Portfolio Management Service (PMS) managing client wealth across our equity and debt investment strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fintreefintreeindia.com HQ: Pune, IndiaReported employees: 11-50 | Pune, India | 11-50 | Exact match | 44 contacts → |
“We are an education company focused on providing classroom and online training for professional certifications like CFA®, FRM, CFP (CM) and Financial Modelling.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Stallion Assetstallionasset.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 37 contacts → |
“Stallion Asset Private Limited is a SEBI Registered Portfolio Management Service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Prothoughts Solutionsprothoughts.co.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 24 contacts → |
“ProThoughts was born with the idea to help project managers and organizations to succeed with their projects.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Equalifiequalifi.org HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 23 contacts → |
“Equalifi is globally recognized education and membership organization for finance professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Equitree Capitalequitreecapital.com HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 20 contacts → |
“Equitree Capital Advisors Pvt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Tamohara Investment Managerstamohara.net HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 18 contacts → |
“Tamohara Investment Managers Pvt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | KRIISkriis.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 18 contacts → |
“As mathematicians of investing and legacy creators, we passionately focus on compounding your investments to help you achieve financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Impetus Arthasutraimpetusindia.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 17 contacts → |
“Impetus Arthasutra is a comprehensive Portfolio Management Company, registered under SEBI, providing customised Portfolio Management services to Investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cbacademycbacademy.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 15 contacts → |
“CBA has got its satellite offices in almost all the major cities in India for providing instructor-led training, e-learning services to the various professionals etc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Knowise Learning Academy India PVT LTDknowise.co.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 14 contacts → |
“Knowise Learning Academy - the only training provider you will need to go to for ALL your financial training requirements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Intelivisto Consulting India Private Limitedintelivisto.com HQ: Noida, IndiaReported employees: 11-50 | Noida, India | 11-50 | Exact match | 11 contacts → |
“Intelivisto was incorporated with a vision to become a Centre of excellence for trainings, education, market research and technical support to market professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | ICFMicfmindia.com HQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 10 contacts → |
“ICFM is one of the pioneers in career oriented professional education in the segment of financial markets in India is a unit of "CareerPro Ventures Limited"- a diversified…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Investment Banking Instituteibinstitute.in HQ: Delhi, IndiaReported employees: 11-50 | Delhi, India | 11-50 | Exact match | 10 contacts → |
“Investment Banking Institute (IB Institute) is Microsoft’s "Authorized Testing Center" for all the applications of Microsoft.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Pathfinders Trainingspathfinderstrainings.in HQ: Thane, IndiaReported employees: 11-50 | Thane, India | 11-50 | Exact match | 6 contacts → |
“Pathfinders Trainings teaches people how to operate in the financial market and learning how to 1.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 145 company matches
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Portfolio management training companies: dataset insights
November 6, 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
145 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 145 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 6, 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 training companies by metro
Questions about this company list
What does Exact match mean for portfolio management training companies?
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 training companies did RevenueBase find based in India?
The saved snapshot records 145 matching company records, 2,067 tracked contacts and 334 verified emails. The public preview displays 25 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 6, 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 training companies by geography
Cite this list
RevenueBase Data Team. Top 25 portfolio management training companies based in India. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-management-training-companies/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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