Company lists · Data refreshed September 2026

Top 25 Portfolio optimization companies based in India

Name: Portfolio optimization companies based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 543 companies tracked

RevenueBase identified 543 portfolio optimization companies headquartered in India as of September 2026 and tracks 9,754 professional contacts across them, including 1,848 with verified work emails. Mumbai is the largest hub.

This list covers portfolio optimization companies 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 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

543Companies

9,754Contacts tracked

1,848Verified emails

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The 25 largest portfolio optimization companies based in India

Ranked by team size

Top 25 of 543 portfolio optimization companies based in India, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio optimization companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Nippon India Mutual Fund	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	1,571 contacts →
	Indirect 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 20, 2026
2	Dezerv	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	589 contacts →
	Indirect evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 20, 2026
3	Whiteoak Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	323 contacts →
	Indirect evidence “WHO ARE WE?” Source: RevenueBase Database · checked Sep 20, 2026
4	SSJ Finance & Securities	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 20, 2026	201-500	268 contacts →
	Indirect evidence “For over 29 years, SSJ Finance & Securities has been the trusted financial partner for investors across India, from first-time equity investors to seasoned HNIs building…” Source: RevenueBase Database · checked Sep 20, 2026
5	Parag Parikh Financial Advisory Services Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	163 contacts →
	Indirect evidence “Parag Parikh Financial Advisory Services Ltd.” Source: RevenueBase Database · checked Sep 20, 2026
6	AUM Capital Market Private Limited	Indirect evidence	Kolkata, IndiaHQ checked Sep 20, 2026	201-500	149 contacts →
	Indirect evidence “We are a leading financial services firm delivering integrated financial solutions for a dynamic marketplace.” Source: RevenueBase Database · checked Sep 20, 2026
7	Unifi Capital PVT LTD	Partial evidence	Chennai, IndiaHQ checked Sep 20, 2026	51-200	128 contacts →
	Partial 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 20, 2026
8	Eastern Financiers LTD	Indirect evidence	Kolkata, IndiaHQ checked Sep 20, 2026	201-500	128 contacts →
	Indirect evidence “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Source: RevenueBase Database · checked Sep 20, 2026
9	First Global	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	201-500	107 contacts →
	Indirect evidence “The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.” Source: RevenueBase Database · checked Sep 20, 2026
10	Midasx Official	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	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 20, 2026
11	Invergence Analytics Subsidiary Of Convergence INC	Indirect evidence	Hyderabad, IndiaHQ checked Sep 20, 2026	11-50	62 contacts →
	Indirect evidence “Invergence Analytics is a subsidiary of Convergence Inc.” Source: RevenueBase Database · checked Sep 20, 2026
12	Actlogica Solutions Private Limited	Indirect evidence	Hyderabad, IndiaHQ checked Sep 20, 2026	11-50	54 contacts →
	Indirect evidence “Actlogica builds software for Wealth Management and Insurance industries.” Source: RevenueBase Database · checked Sep 20, 2026
13	trendlyne.com	Partial evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	52 contacts →
	Partial 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 20, 2026
14	OFA Fiinfra	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	52 contacts →
	Indirect evidence “Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Source: RevenueBase Database · checked Sep 20, 2026
15	I CAP Financial Services	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	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 20, 2026
16	Vivekam Financial Services PVT LTD	Indirect evidence	Hyderabad, IndiaHQ checked Sep 20, 2026	11-50	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 20, 2026
17	Firstrate Wealthtech	Indirect evidence	Pune, IndiaHQ checked Sep 20, 2026	11-50	43 contacts →
	Indirect evidence “Wealth Management and AI” Source: RevenueBase Database · checked Sep 20, 2026
18	Northstar Analytics	Indirect evidence	Mumbai, IndiaHQ checked Sep 20, 2026	51-200	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 20, 2026
19	Shree Consultants	Indirect evidence	Chennai, IndiaHQ checked Sep 20, 2026	11-50	42 contacts →
	Indirect evidence “An Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products.” Source: RevenueBase Database · checked Sep 20, 2026
20	Goldmine Stocks PVT LTD	Indirect evidence	Ahmedabad, IndiaHQ checked Sep 20, 2026	11-50	41 contacts →
	Indirect evidence “40 YEARS OF TOP - NOTCH SERVICE.” Source: RevenueBase Database · checked Sep 20, 2026
21	Fintuple Technologies	Partial evidence	Chennai, IndiaHQ checked Sep 20, 2026	11-50	33 contacts →
	Partial evidence “Built on trust and verified by data, we are India's fastest growing investor portfolio management platform.” Source: RevenueBase Database · checked Sep 20, 2026
22	Qness Software PVT LTD	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	32 contacts →
	Indirect evidence “The company’s core business is wealth management supervision and consolidation.” Source: RevenueBase Database · checked Sep 20, 2026
23	Armstrong Capital & Financial Services Pvt. LTD	Indirect evidence	Bangalore, IndiaHQ checked Sep 20, 2026	11-50	29 contacts →
	Indirect evidence “Armstrong Capital is a boutique Financial Planning & Investment Solution firm.” Source: RevenueBase Database · checked Sep 20, 2026
24	Wright Research	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	11-50	26 contacts →
	Partial evidence “Wright Research is an investment advisory and portfolio management firm that uses quantitative research and machine learning to create equity investment portfolios with the aim to…” Source: RevenueBase Database · checked Sep 20, 2026
25	Fortune Wealth Management	Partial evidence	Coimbatore, IndiaHQ checked Sep 20, 2026	51-200	24 contacts →
	Partial evidence “Fortune is one of the most well-reputed financial services companies in South India and the first and only SEBI Registered Portfolio Manager in Coimbatore.” Source: RevenueBase Database · checked Sep 20, 2026

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 optimization companies. 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 optimization companies.
Partial evidence: Its own public description names part of portfolio optimization companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization companies. 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 543 portfolio optimization companies based in India

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Portfolio optimization companies based in India at a glance

As of Sep 20, 2026

18.9%Verified-email coverage

18.0Average contacts per company

1-10Median size (employees)

13.8%Largest-city concentration · Mumbai

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

317

11-50

162

51-200

201-500

501-1,000

5,001-10,000

10001+

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 543 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 optimization companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in India whose own description of what they do matches “portfolio optimization companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio optimization companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among portfolio optimization companies, 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, 1,848 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 20, 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 optimization companies by metro

Portfolio optimization companies in Mumbai75
Portfolio optimization companies in Bangalore34
Portfolio optimization companies in Pune32
Portfolio optimization companies in New Delhi30
Portfolio optimization companies in Bengaluru26

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 optimization companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many portfolio optimization companies are there based in India?

RevenueBase identified 543 portfolio optimization companies 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 optimization companies?

Mumbai leads with 75 headquartered companies, followed by Bangalore (34) and Pune (32).

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 1,848 verified decision-maker contacts tracked across these 543 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 20, 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.