About Agile Investment
Agile Investment is a Financial Services company based in Delhi (India) founded in 2009. It offers financial planning, investment advice, and portfolio management services. It operates on a B2B and B2C model. 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. Its focus areas include Finance, Investment Services, Asset Management and Alternative Investments. Its competitors include Dezerv, Wealthy and Nivesh; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Delhi, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website agileinvestment.in
- Investments & Acquisitions
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.
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.
Investments & Acquisitions by Agile Investment
Agile Investment has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include LightSail.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Adaptive learning solution in digital learning for K-12 | lightsailed.com | New York, United States | 2012 | Feb 2018 | •••• |
Complete acquisition details for Agile Investment
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Timeline of Agile Investment
2 dated milestones of Agile Investment across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Agile Investment is founded.
- Acquisition Acquires LightSail.
Competitors of Agile Investment
Agile Investment has 3 listed competitors in our database, 3 of them funded. They include Dezerv, Wealthy and Nivesh.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| nivesh.com | 2016 | Noida, India | $5.24M | 41 | Wealth management and financial products are provided online for individuals. |
Detailed competitors of Agile Investment
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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 Agile Investment (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 Agile Investment
Agile Investment was founded in 2009.
Agile Investment is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
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.
Agile Investment offers Portfolio Management Services, Mutual Funds Advisory, Insurance Advisory, and Loans and Real Estate Advisory.
Agile Investment has made 1 acquisition, including LightSail.