Agile Investment

Delhi, India Founded: 2009 • Age: 17 yrs
Offers financial planning, investment advice, and portfolio management services.

About Agile Investment

Agile Investment is a company based in Delhi (India) founded in 2009. It operates as a B2B, and B2C. Agile Investment has completed 1 acquisition, including LightSail. Agile Investment offers products and services including Portfolio Management Services, Mutual Funds Advisory, Insurance Advisory, and Loans and Real Estate Advisory. Agile Investment operates in a competitive market with competitors including Dezerv, Wealthy, Nivesh, ASK Group and ET Money, among others.

  • Headquarter Delhi, India
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Agile Investment

Agile Investment offers a comprehensive portfolio of products and services, including Portfolio Management Services, Mutual Funds Advisory, Insurance Advisory, and Loans and Real Estate Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Manages client portfolios for optimal returns and risk balance.

Provides guidance on mutual fund selections and investments.

Offers advice on insurance products for financial protection.

Assists with loans and real estate investment strategies.

Funding Insights of Agile Investment

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Agile Investment

Agile Investment has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include LightSail. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Adaptive learning solution in digital learning for K-12
2012
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Agile Investment

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Agile Investment Comparisons

Employees
+
Add Comparison
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Competitors of Agile Investment

Agile Investment 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 Dezerv, Wealthy, Nivesh, ASK Group and ET Money, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Investment solutions and portfolio management are provided for affluent individuals.
domain founded_year HQ Location
Digital wealth management platform is offered for personalized investments.
domain founded_year HQ Location
Wealth management and financial products are provided online for individuals.
domain founded_year HQ Location
Asset & wealth management platform
domain founded_year HQ Location
App-based mutual fund investment platform
domain founded_year HQ Location
Investment advisory and wealth management are offered via an application.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Agile Investment

Frequently Asked Questions about Agile Investment

When was Agile Investment founded?

Agile Investment was founded in 2009.

Where is Agile Investment located?

Agile Investment is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.

What does Agile Investment do?

Agile Investment Services is a financial advisory firm based in New Delhi, India, specializing in customized financial planning and unbiased investment strategies. They assist individuals and corporates with services like mutual funds, bonds, insurance, and loans through risk profiling, goal analysis, and portfolio monitoring. The firm emphasizes relationship building, data analysis, and ongoing monitoring to align investments with client objectives and market changes, ensuring sustainable returns.

Who are the top competitors of Agile Investment?

Agile Investment's top competitors include Dezerv, Wealthy and ET Money.

What products or services does Agile Investment offer?

Agile Investment offers Portfolio Management Services, Mutual Funds Advisory, Insurance Advisory, and Loans and Real Estate Advisory.

How many acquisitions has Agile Investment made?

Agile Investment has made 1 acquisition, including LightSail.

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