About Aadi Wealth
Aadi Wealth is a Financial Services company based in India. Investment advisory firm providing mutual funds and wealth management services. It operates on a D2C and B2B model. Its Indian entity Aadi Wealth M F Services Private Limited reported revenue of ₹1.35 Cr. Aadi Wealth offers products and services including Mutual Funds, PMS/AIF, Fixed Deposits and Bonds, Insurance Services, and Share Trading and IPO. Its focus areas include FinTech, Investment Tech, Wealth Management and Mutual Fund Distribution. Similar companies include HDFC Mutual Fund, SBI Mutual Fund and DSP Mutual Fund.
Company details
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.
- Headquarters India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website aadiwealth.com
- Social X Facebook
- Legal Name Aadi Wealth Mf Services Pvt. Ltd.
- Date of Incorporation 20 Jul, 2012
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹1.35 Cr
FY 2024 · +9% YoY
- Net Profit₹75,398
FY 2024 · 1% margin
- EBITDA₹10.1 Lakh
FY 2024 · 8% margin
Associated legal entities of Aadi Wealth
Aadi Wealth operates through Aadi Wealth M F Services Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Aadi Wealth M F Services Private Limited CIN U67200DL2012PTC239079 | Active | 20 Jul 2012 | New Delhi, Delhi | ₹1.3 Cr | 2 | View details |
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.
Platform for investing in various mutual fund schemes
Personalized services for high-net-worth individuals' investments
Options for secure, fixed-interest investments
Coverage for life and health insurance needs
Services for stock trading and initial public offerings
Advice on land and property investments
Apps and channels of Aadi Wealth
Aadi Wealth publishes 2 mobile apps with over 10 downloads.
Board of directors of Aadi Wealth M F Services Private Limited (Aadi Wealth)
Aadi Wealth M F Services Private Limited is the primary company behind Aadi Wealth. The board of Aadi Wealth M F Services Private Limited currently have 2 directors; the longest-serving is Amit Jain, appointed in 2012.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Amit Jain DIN 03522135 | Director | 20 Jul 2012 | 14 yrs 3 mo | Aadi Wealth M F Services Private Limited |
| Shri Pal Jain DIN 02881866 | Director | 20 Jul 2012 | 14 yrs 3 mo | Aadi Wealth M F Services Private Limited |
Financials of Aadi Wealth
Figures of Aadi Wealth M F Services Private Limited, the primary company behind Aadi Wealth, for FY 2024. Revenue was ₹1.35 Cr (+9% year on year). Net profit was ₹75,398 (1% margin). EBITDA was ₹10.1 Lakh (8% margin). Revenue has grown at a compounded annual rate of -22% over five years.
- ₹1.35 CrRevenue · FY 2024 · +9% YoY
- ₹75,398Net profit · 1% margin
- ₹10.1 LakhEBITDA · 8% margin
- ₹1 LakhPaid-up capital
- -22%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Aadi Wealth M F Services Private Limited are on its company page.
Detailed financial statements for Aadi Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Similar companies to Aadi Wealth
Aadi Wealth has 3 listed similar companies in our database. They include HDFC Mutual Fund, SBI Mutual Fund and DSP Mutual Fund.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hdfcfund.com | 1999 | Mumbai, India | 1,634 | Mutual fund services are provided with focus on investment management. | ||
| sbimf.com | 1987 | Mumbai, India | 1,555 | Provides mutual funds management and financial advisory services. | ||
| dspim.com | 1996 | Mumbai, India | 508 | Delivers comprehensive investment management services for funds. |
Detailed similar companies of Aadi Wealth
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- Full competitor set
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Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Aadi Wealth (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about Aadi Wealth
Aadi Wealth is headquartered in India.
The primary company behind Aadi Wealth, Aadi Wealth M F Services Private Limited, reported revenue of ₹1.35 Cr for FY 2024, up 9% year on year.
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 DSP Mutual Fund.
Aadi Wealth offers Mutual Funds, PMS/AIF, Fixed Deposits and Bonds, Insurance Services, and 2 more products and services.
Aadi Wealth operates through Aadi Wealth M F Services Private Limited.
The legal entities of Aadi Wealth currently have 2 directors, including Amit Jain, Shri Pal Jain.
Yes. Aadi Wealth publishes Aadi Wealth and 1 more app, with over 10 downloads.