Investment advisory firm providing mutual funds and wealth management services.
Annual revenue $641,269 Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 6 Services tracked
Competitors 8 Brand Intelligence

About Aadi Wealth

Aadi Wealth is a company based in India. It operates as a D2C and B2B. Aadi Wealth offers products and services including Mutual Funds, PMS/AIF, Fixed Deposits and Bonds, Insurance Services, and Share Trading and IPO. Aadi Wealth operates in a competitive market with competitors including HDFC Mutual Fund, SBI Mutual Fund, DSP Mutual Fund, Universal Investment and ICICI Prudential Asset Management Company, among others.

  • Headquarter India
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Aadi Wealth Mf Services Pvt. Ltd.
  • Date of Incorporation 20 Jul, 2012
  • Jurisdiction New Delhi, Delhi, India
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $641.27 K (USD)
    -17.86
    as on Mar 31, 2019
  • Net Profit
    $38.2 K (USD)
    -9.36
    as on Mar 31, 2019
  • EBITDA
    $83.6 K (USD)
    116.6
    as on Mar 31, 2019
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of Aadi Wealth

Aadi Wealth offers a comprehensive portfolio of products and services, including Mutual Funds, PMS/AIF, Fixed Deposits and Bonds, Insurance Services, and Share Trading and IPO.

Product name locked
Category locked
Primary

Platform for investing in various mutual fund schemes

Product name locked
Category locked
Locked

Personalized services for high-net-worth individuals' investments

Product name locked
Category locked
Locked

Options for secure, fixed-interest investments

Product name locked
Category locked
Locked

Coverage for life and health insurance needs

Product name locked
Category locked
Locked

Services for stock trading and initial public offerings

Product name locked
Category locked
Locked

Advice on land and property investments

Funding Insights of Aadi Wealth

Premium access

Detailed funding history for Aadi Wealth

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Aadi Wealth

Investments
Premium access

Investment portfolio details for Aadi Wealth

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Financial Statements - Aadi Wealth

Premium access

Detailed financials for Aadi Wealth

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Aadi Wealth Comparisons

Aadi Wealth Primary company
Description
Investment advisory firm providing mutual funds and wealth m...
Location
India
Founded Year
-
Annual Revenue
$641.27 K (USD)
Net Profit
$38.2 K (USD)
EBITDA
$83.6 K (USD)
Employees
Not available
Premium access

Peer comparison for Aadi Wealth

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

Competitors of Aadi Wealth

Aadi Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as HDFC Mutual Fund, SBI Mutual Fund, DSP Mutual Fund, Universal Investment and ICICI Prudential Asset Management Company, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Mutual fund services are provided with focus on investment management.
Locked Locked Locked
Provides mutual funds management and financial advisory services.
Locked Locked Locked
Delivers comprehensive investment management services for funds.
Locked Locked Locked
Funds-based investment management is provided by the firm.
Locked Locked Locked
Real estate funds are managed through multiple investment strategies.
Locked Locked Locked
Cryptocurrency exchange-traded funds are offered for blockchain investments.
Premium access

Detailed competitors of Aadi Wealth

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Aadi Wealth

Premium access

Complete news archive for Aadi Wealth

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Aadi Wealth

Aadi Wealth is headquartered in India.

Annual revenue of Aadi Wealth is $641.27K as on Mar 31, 2019.

Aadi Wealth is a financial services firm based in Gurugram, India, offering investment advisory, wealth management, and products like mutual funds, fixed deposits, bonds, insurance, and real estate. It serves institutions, corporates, and individuals through online platforms and personalized planning, focusing on asset allocation and risk management to help clients achieve financial goals.

Aadi Wealth's top competitors include SBI Mutual Fund, HDFC Mutual Fund and ICICI Prudential Asset Management Company.

Aadi Wealth offers Mutual Funds, PMS/AIF, Fixed Deposits and Bonds, Insurance Services, and 2 more products and services.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available