About Accumen Wealth
Accumen Wealth is a Financial Services company based in Kolkata (India). Wealth management services are provided by Accumen in Kolkata, India. It operates on a Professional Services and Commission-Based model. Its Indian entity Accumen Wealth Private Limited reported revenue of ₹3.57 Cr. Accumen Wealth offers products and services including Wealth Management, Retirement Planning, and Treasury Management. Its focus areas include Financials, Asset Management and Wealth Management. Its competitors include Muthoot Fincorp, Motilal Oswal Private Wealth and Muthoot Group.
Company details
Accumen Wealth is focused on delivering wealth management and financial solutions to private and institutional clients. Services are offered across sectors including long-term wealth creation, retirement planning, and treasury management for corporates. Tailored financial strategies are developed for individuals, entrepreneurs, and NRI investors. Comprehensive support is provided during life transitions, ensuring financial stability. Solutions are customized based on risk appetite, investment objectives, and market suitability.
- Headquarters Kolkata, India
- SectorsFinancial Services
- Phone•••• ••••
- Website accumenwealth.com
- Social LinkedIn
- Legal Name Accumen Wealth Private Limited
- Date of Incorporation 28 May, 2008
- Jurisdiction Kolkata, West Bengal, India
- Annual Revenue₹3.57 Cr
FY 2025 · -24% YoY
- Net Profit₹1.40 Cr
FY 2025 · 39% margin
- EBITDA₹1.97 Cr
FY 2025 · 55% margin
Associated legal entities of Accumen Wealth
Accumen Wealth operates through Accumen Wealth Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Accumen Wealth Private Limited CIN U27100WB2008PTC126217 | Active | 28 May 2008 | Kolkata, West Bengal | ₹3.6 Cr | 3 | View details |
Products & Services of Accumen Wealth
Accumen Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Retirement Planning, and Treasury Management.
Wealth is managed for individuals and corporates strategically.
Retirement income is planned with tax-efficient investment strategies.
Treasury solutions are provided for mid-sized corporate clients.
Board of directors of Accumen Wealth Private Limited (Accumen Wealth)
Accumen Wealth Private Limited is the primary company behind Accumen Wealth. The board of Accumen Wealth Private Limited currently have 3 directors; the longest-serving is Alok Jain, appointed in 2009. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Alok Jain DIN 00473944 | Director | 15 Sep 2009 | 17 yrs 1 mo | Accumen Wealth Private Limited |
| Ranjit Jain DIN 02859940 | Director | 01 Sep 2010 | 16 yrs 2 mo | Accumen Wealth Private Limited |
| Rajiv Jain DIN 02852309 | Director | 01 Sep 2010 | 16 yrs 2 mo | Accumen Wealth Private Limited |
Financials of Accumen Wealth
Figures of Accumen Wealth Private Limited, the primary company behind Accumen Wealth, for FY 2025. Revenue was ₹3.57 Cr (-24% year on year). Net profit was ₹1.40 Cr (39% margin). EBITDA was ₹1.97 Cr (55% margin). Revenue has grown at a compounded annual rate of -59% over three years and +29% over five years.
- ₹3.57 CrRevenue · FY 2025 · -24% YoY
- ₹1.40 CrNet profit · 39% margin
- ₹1.97 CrEBITDA · 55% margin
- ₹4 LakhPaid-up capital
- -59%Revenue CAGR, 3 years
- +29%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Accumen Wealth Private Limited are on its company page.
Detailed financial statements for Accumen Wealth
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- Financial ratios
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Verified entity values are shown only after access is granted.
Competitors of Accumen Wealth
Accumen Wealth has 3 listed competitors in our database. They include Muthoot Fincorp, Motilal Oswal Private Wealth and Muthoot Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| muthootfincorp.com | 1887 | Thiruvananthapuram, India | 40,991 | Non-banking financial company specializes in providing a range of financial products & services | ||
| motilaloswalpwm.com | 2007 | Mumbai, India | 7,917 | Offers comprehensive wealth management services, including portfolio advisory and financial planning. | ||
| muthootgroup.com | 1887 | Ernakulam, India | 28,933 | Diversified operations are conducted across multiple industries by Muthoot Group. |
Detailed competitors of Accumen 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 Asset Management
3 companies that operate in the same segment as Accumen Wealth (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about Accumen Wealth
Accumen Wealth is headquartered in Kolkata, India. It is registered at Kolkata, West Bengal, India.
The primary company behind Accumen Wealth, Accumen Wealth Private Limited, reported revenue of ₹3.57 Cr for FY 2025, down 24% year on year.
Accumen Wealth is focused on delivering wealth management and financial solutions to private and institutional clients. Services are offered across sectors including long-term wealth creation, retirement planning, and treasury management for corporates. Tailored financial strategies are developed for individuals, entrepreneurs, and NRI investors. Comprehensive support is provided during life transitions, ensuring financial stability. Solutions are customized based on risk appetite, investment objectives, and market suitability.
Accumen Wealth's top competitors include Muthoot Fincorp, Muthoot Group and Motilal Oswal Private Wealth.
Accumen Wealth offers Wealth Management, Retirement Planning, and Treasury Management.
Accumen Wealth operates through Accumen Wealth Private Limited.
The legal entities of Accumen Wealth currently have 3 directors, including Alok Jain, Ranjit Jain, Rajiv Jain.