About Angel One Wealth
Angel One Wealth is a company based in Mumbai (India) founded in 2023 by Dharmendra Jain, Shobhit Mathur, and Srikanth Subramanian. It operates as a D2C and SaaS. Angel One Wealth offers products and services including PMS Platform and Wealth Advisory Services. Angel One Wealth operates in a competitive market with competitors including LUXUS, Safened, Siyinjia, Resonant Capital Advisors and UpFunds, among others.
- Headquarter Mumbai, India
- Founders Dharmendra Jain, Shobhit Mathur, Srikanth Subramanian
- SectorsTechnologyFinancial Services
- Email••••••••
- Website aowealth.in
- Social LinkedIn
- Legal Name Angel One Wealth Limited
- Date of Incorporation 10 Oct, 2023
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹34.15 Cr
FY 2026 · +85% YoY
- Net Loss-₹12.10 Cr
FY 2026 · -35% margin
- EBITDA-₹8.51 Cr
FY 2026 · -25% margin
Associated legal entities of Angel One Wealth
Angel One Wealth operates through Angel One Wealth Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Angel One Wealth Limited CIN U66190MH2023PLC411784 | Active | 10 Oct 2023 | Mumbai, Maharashtra | ₹34.1 Cr | – | 10 | View details |
Products & Services of Angel One Wealth
Angel One Wealth offers a comprehensive portfolio of products and services, including PMS Platform and Wealth Advisory Services.
Digital platform for portfolio management services starting at ₹10L.
Services offering personalized investment advice and network access.
Apps and channels of Angel One Wealth
Angel One Wealth publishes 1 mobile app with over 500 downloads.
Board of directors of Angel One Wealth Limited (Angel One Wealth)
Angel One Wealth Limited is the primary company behind Angel One Wealth. The board of Angel One Wealth Limited currently have 7 directors; the longest-serving is Vineet Agrawal, appointed in 2023. 13 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vineet Agrawal DIN 03445914 | Individual Subscriber | 10 Oct 2023 | 3 yrs | Angel One Wealth Limited |
| Dinesh Thakkar Dariyanumal DIN 00004382 | Individual Subscriber | 10 Oct 2023 | 3 yrs | Angel One Wealth Limited |
| Subhash Menon Madhavan DIN 08276123 | Individual Subscriber | 10 Oct 2023 | 3 yrs | Angel One Wealth Limited |
| Subramanian Srikanths DIN 09467628 | CEO | 15 Mar 2024 | 2 yrs 6 mo | Angel One Wealth Limited |
| Amit Pranab Kumar Majumdar DIN 01633369 | Director | 15 Mar 2024 | 2 yrs 6 mo | Angel One Wealth Limited |
| Dharmendra Jain DIN 10649955 | Whole-time director | 02 Jul 2024 | 2 yrs 3 mo | Angel One Wealth Limited |
| Rakhi Prasad DIN 07621845 | Director | 10 Oct 2024 | 2 yrs | Angel One Wealth Limited |
People of Angel One Wealth
3 people are tracked at Angel One Wealth (3 in leadership).
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
| Co-Founder | Leadership | |
Srikanth Subramanian | Co-Founder, CEO | Leadership |
Complete people profiles for Angel One Wealth
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- Full employee list
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Verified entity values are shown only after access is granted.
Financials of Angel One Wealth
Figures of Angel One Wealth Limited, the primary company behind Angel One Wealth, for FY 2026. Revenue was ₹34.15 Cr (+85% year on year). Net loss was -₹12.10 Cr (-35% margin). EBITDA was -₹8.51 Cr (-25% margin).
- ₹34.15 CrRevenue · FY 2026 · +85% YoY
- -₹12.10 CrNet loss · -35% margin
- -₹8.51 CrEBITDA · -25% margin
- ₹250 CrPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Angel One Wealth Limited are on its company page.
Detailed financial statements for Angel One Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Verified entity values are shown only after access is granted.
Competitors of Angel One Wealth
Angel One Wealth 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 LUXUS, Safened, Siyinjia, Resonant Capital Advisors and UpFunds, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| luxusco.com | 2021 | New York, United States | $9.37M | – | Online fractional investment platform for luxury assets | |
| safened.com | 2013 | London, United Kingdom | $16.75M | 1 | Deposit accounts are managed for investors at EU partner banks. | |
| siyinjia.com | 2014 | Shanghai, China | $10M | – | Functions as a wealth management platform for clients. | |
| resonantcapital.com | 2018 | Madison, United States | – | – | Offers financial planning, investment management, and advisory for families and businesses. | |
| upfunds.in | 2017 | Bengaluru, India | – | – | Operates an online platform offering wealth management products and services for individual investors. | |
| yzmoney.com | 2015 | Shanghai, China | $5.79M | – | Yijinrong is an online platform for financial planning tailored to new ventures. | |
| vaultwealth.com | 2022 | Abu Dhabi, United Arab Emirates | $68,057 | – | Private wealth management services are offered in the UAE. | |
| takaud.com | 2011 | Manama, Bahrain | – | – | An online portal for savings, investments, and pensions in the MENA region. |
Detailed competitors of Angel One Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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- Competitive positioning
Verified entity values are shown only after access is granted.
Similar companies to Angel One Wealth
10 companies that operate in the same segment as Angel One Wealth (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Angel One Wealth
Angel One Wealth was founded in 2023.
Angel One Wealth is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Srikanth Subramanian is the current CEO of Angel One Wealth. They have also founded this company.
The primary company behind Angel One Wealth, Angel One Wealth Limited, reported revenue of ₹34.15 Cr for FY 2026, up 85% year on year.
Ionic Wealth, operated by Angel One, assists clients in growing their net worth via opportunities, networks, and advanced technology. It provides portfolio management services starting at 10L, supported by a team of experienced wealth managers and AI experts. Based in Mumbai, India, it serves innovators and achievers through intuitive digital platforms, emphasizing calculated risks and personalized strategies for wealth creation.
Angel One Wealth offers PMS Platform and Wealth Advisory Services.
Angel One Wealth operates through Angel One Wealth Limited.
The legal entities of Angel One Wealth currently have 9 directors, including Subramanian Srikanths, Vineet Agrawal, Dharmendra Jain and others.
Yes. Angel One Wealth publishes Ionic Wealth, with over 500 downloads.