About Addplans
Addplans is a company based in Bengaluru (India) founded in 2018. It operates as a B2C. Addplans offers products and services including Classic Wealth Management, Elite Private Wealth Management, Mutual Funds, and Systematic Investment Plans. Addplans operates in a competitive market with competitors including Muthoot Fincorp, Stratzy, Motilal Oswal Private Wealth, Muthoot Group and Fortune Wealth Management, among others.
- Headquarter Bengaluru, India
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Addplans Services India Private Limited
- Date of Incorporation 16 Mar, 2018
- Jurisdiction Bangalore, Karnataka, India
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Annual Revenue
$36.06 K (USD)39.92as on Mar 31, 2022
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Net Profit
$477.96 (USD)237.41as on Mar 31, 2022
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EBITDA
$23.09 K (USD)380.25as on Mar 31, 2022
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Addplans
Addplans offers a comprehensive portfolio of products and services, including Classic Wealth Management, Elite Private Wealth Management, Mutual Funds, and Systematic Investment Plans.
Focuses on monthly savings and long-term wealth building through mutual funds.
Provides tailored solutions for high-net-worth clients in asset allocation.
Offers equity, debt, and hybrid funds for personalized financial growth.
Enables regular investments in mutual funds for goal-driven wealth creation.
Funding Insights of Addplans
Detailed funding history for Addplans
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Investments & Acquisitions by Addplans
Investment portfolio details for Addplans
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Financial Statements - Addplans
Detailed financials for Addplans
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Addplans Comparisons
Peer comparison for Addplans
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Competitors of Addplans
Addplans 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 Muthoot Fincorp, Stratzy, Motilal Oswal Private Wealth, Muthoot Group and Fortune Wealth Management, among others.
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Non-banking financial company specializes in providing a range of financial products & services
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Provider of wealth management services
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Offers comprehensive wealth management services, including portfolio advisory and financial planning.
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Diversified operations are conducted across multiple industries by Muthoot Group.
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Provides investment management, broking, and wealth creation services for clients in India.
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Investment management services are provided to clients by the firm.
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Detailed competitors of Addplans
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Latest news on Addplans
Complete news archive for Addplans
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Frequently Asked Questions about Addplans
Addplans was founded in 2018.
Addplans is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Annual revenue of Addplans is $36.06K as on Mar 31, 2022.
Addplans is a private wealth management firm based in Bangalore, India, specializing in financial solutions like mutual funds and systematic investment plans. It focuses on personalized strategies to help clients achieve goals such as retirement and education funding. The firm emphasizes core values like transparency and trust, serving individual investors with tailored portfolio reviews and asset allocation. It connects clients to opportunities in equity and debt products.
Addplans's top competitors include Stratzy, Muthoot Fincorp and Muthoot Group.
Addplans offers Classic Wealth Management, Elite Private Wealth Management, Mutual Funds, and Systematic Investment Plans.