About Addplans
Addplans is a Financial Services company based in Bengaluru (India) founded in 2018. It offers personalized wealth management, mutual funds, and investment planning services. It operates on a B2C model. Its Indian entity Addplans Services India Private Limited reported revenue of ₹45.5 Lakh. Addplans offers products and services including Classic Wealth Management, Elite Private Wealth Management, Mutual Funds, and Systematic Investment Plans. Its focus areas include FinTech, Investment Tech, Asset Allocation and Mutual Funds. Its competitors include Muthoot Fincorp, Stratzy and Motilal Oswal Private Wealth; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Bengaluru, India
- SectorsFinancial Services
- Email••••••••
- Website addplans.in
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- Legal Name Addplans Services India Private Limited
- Date of Incorporation 16 Mar, 2018
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹45.5 Lakh
FY 2024 · +25% YoY
- Net Profit₹48,748
FY 2024 · 1% margin
- EBITDA₹76,537
FY 2024 · 2% margin
Associated legal entities of Addplans
Addplans operates through Addplans Services India 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 |
|---|---|---|---|---|---|---|---|
| Addplans Services India Private Limited CIN U74999KA2018PTC111260 | Active | 16 Mar 2018 | Bangalore, Karnataka | ₹0.5 Cr | 2 | View details |
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.
Board of directors of Addplans Services India Private Limited (Addplans)
Addplans Services India Private Limited is the primary company behind Addplans. The board of Addplans Services India Private Limited currently have 2 directors; the longest-serving is Neha Mukherjee, appointed in 2018.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Neha Mukherjee DIN 08087739 | Director | 16 Mar 2018 | 8 yrs 7 mo | Addplans Services India Private Limited |
| Ratul Bhaduri DIN 08087738 | Director | 16 Mar 2018 | 8 yrs 7 mo | Addplans Services India Private Limited |
Financials of Addplans
Figures of Addplans Services India Private Limited, the primary company behind Addplans, for FY 2024. Revenue was ₹45.5 Lakh (+25% year on year). Net profit was ₹48,748 (1% margin). EBITDA was ₹76,537 (2% margin). Revenue has grown at a compounded annual rate of +29% over three years and +10% over five years.
- ₹45.5 LakhRevenue · FY 2024 · +25% YoY
- ₹48,748Net profit · 1% margin
- ₹76,537EBITDA · 2% margin
- ₹1 LakhPaid-up capital
- +29%Revenue CAGR, 3 years
- +10%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Addplans Services India Private Limited are on its company page.
Detailed financial statements for Addplans
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.
Competitors of Addplans
Addplans has 3 listed competitors in our database, 1 of them funded. They include Muthoot Fincorp, Stratzy and Motilal Oswal Private Wealth.
| 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 | ||
| stratzy.in | 2021 | Mumbai, India | $800,000 | Provider of wealth management services | ||
| motilaloswalpwm.com | 2007 | Mumbai, India | 7,917 | Offers comprehensive wealth management services, including portfolio advisory and financial planning. |
Detailed competitors of Addplans
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Real Estate & Property Investment Funds
2 companies that operate in the same segment as Addplans (Real Estate & Property Investment Funds) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual fund management and investment services in India. | 2011 | Mumbai, Maharashtra, India | USD 256.02 K | |||
Full-service corporate advisory services are provided by Emkay. | 1995 | Mumbai, Maharashtra, India | USD 41.78 M | 534 |
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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.
The primary company behind Addplans, Addplans Services India Private Limited, reported revenue of ₹45.5 Lakh for FY 2024, up 25% year on year.
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 Motilal Oswal Private Wealth.
Addplans offers Classic Wealth Management, Elite Private Wealth Management, Mutual Funds, and Systematic Investment Plans.
Addplans operates through Addplans Services India Private Limited.
The legal entities of Addplans currently have 2 directors, including Neha Mukherjee, Ratul Bhaduri.