Company lists · Data refreshed September 2026
Top 25 Wealth management companies based in Pune, India
RevenueBase identified 174 wealth management companies headquartered in Pune, India as of September 2026 and tracks 680 professional contacts across them, including 102 with verified work emails. Mumbai is the largest hub.
This list covers wealth management companies headquartered in Pune, 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 16, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest wealth management companies based in Pune, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 21 contacts → | ||||
Partial evidence “At Raya Wealth, our mission is simple yet profound: to spend quality time understanding our clients' financial needs and goals, and to add tangible value to their family's…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 19 contacts → | ||||
Indirect evidence “Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - Nilesh.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 19 contacts → | ||||
Strong evidence “A Financial Boutique that provides fair, realistic and meaningful solutions for your Wealth Management, Financial Freedom and making happiness, peace and abundance available to…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 contacts → | ||||
Strong evidence “Welcome to Money Lancer Investment Pvt Ltd, your premier destination for comprehensive investment and financial solutions tailored for wealth management.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 15 contacts → | ||||
Indirect evidence “PrimeWealth is an independent Financial Planning Firm headquartered in Pune.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Indirect evidence “Wise Turtle is founded with an objective to ensure Curated and Bespoke solutions for our High-Net-worth clients.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Strong evidence “Private Wealth Management for HNIs and Large Family Offices, Mutual Fund Distributors registered with SEBI” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Partial evidence “At MoneySpring, we believe wealth is not built through chance - it’s built through clarity, structure, and compounding.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Strong evidence “At Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 12 contacts → | ||||
Strong evidence “Innovate Financial Services is a leading provider of financial services and lays emphasis on creating customized solutions in the areas of Wealth Management, Investment…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 contacts → | ||||
Indirect evidence “Future Vista is helping clients manage all aspects of their personal investments and finances.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Partial evidence “Veracity Investment Management is an integrated distribution firm that specializes in offering a varied bouquet of customized services to people.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 10 contacts → | ||||
Strong evidence “Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 contacts → | ||||
Indirect evidence “The Goal Mantra of Shubbaan Investments is Prosperity for All.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Strong evidence “ARVO (Origin: Finnish / Meaning: Value, Worth, Calibre) is built to have a differentiated approach to Wealth Management & Client Service by combining large-firm resources &…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Strong evidence “Growfinn Wealth Management, established in 2008, is a boutique Wealth Management company.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 contacts → | ||||
Strong evidence “At Rainbow Investments, our mission is to provide our clients with comprehensive, competent, customized, and classy best solutions in wealth creation and wealth management areas.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence “PROSPERiTREE is an independent financial services organization, operating from Pune and Goa, dedicated to offering successful individuals, families, trusts and organizations…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Strong evidence “A wealth management firm catering to mainly Mutual Fund distribution and Equity brooking.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect evidence “Finlift is an independent financial firm that designs customized financial solutions to help individuals, families and corporates to achieve their investment objectives and…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Partial evidence “Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Indirect evidence “At Aksh Advisors, we merge unparalleled expertise with unwavering integrity to navigate the intricate landscape of finance.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “At PivotalFlow Financial, we help individuals, families, and businesses make smarter, more confident financial decisions.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence “is an online website of Vivek Mulay who is registered vide ARN- 24596 as a AMFI Registered Mutual Fund Distributor since 01-07-2004.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Partial evidence “A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management 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 wealth management companies.
- Partial evidence
- Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management 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 174 wealth management companies based in Pune, India
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Wealth management companies based in Pune, India at a glance
As of Sep 16, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Pune, so it is reported there. Company counts and contact totals on this page are exact for Pune, over 174 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 wealth management 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 Pune, India whose own description of what they do matches “wealth management 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 wealth management 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 wealth management companies, and records with no verified work email. Companies headquartered outside Pune 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, 102 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 16, 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.
Wealth management companies by metro in India
- Wealth management companies in Mumbai408
- Wealth management companies in Pune174
- Wealth management companies in New Delhi162
- Wealth management companies in Bangalore105
- Wealth management companies in Kolkata100
- Wealth management companies in Ahmedabad97
- Wealth management companies in Bengaluru73
- Wealth management companies in Chennai73
- Wealth management companies in Noida73
- Wealth management companies in Delhi66
- Wealth management companies in Hyderabad62
- Wealth management companies in Jaipur44
- Wealth management companies in Gurgaon43
- Wealth management companies in Surat41
- Wealth management companies in Thane41
- Wealth management companies in Gurugram37
- Wealth management companies in Vadodara32
- Wealth management companies in Chandigarh26
- Wealth management companies in Indore26
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 wealth management 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 wealth management companies are there based in Pune, India?
RevenueBase identified 174 wealth management companies headquartered in Pune, 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?
Raya Wealth Private Limited, headquartered in Pune, tops this list with the largest team on record.
Which city has the most wealth management companies?
Mumbai leads with 408 headquartered companies, followed by Pune (174) and New Delhi (162).
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 102 verified decision-maker contacts tracked across these 174 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 16, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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