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
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TechnologyFinancial Services
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- Legal Name Angel One Wealth Limited
- Date of Incorporation 10 Oct, 2023
- Jurisdiction Mumbai, Maharashtra, India
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Products & Services of Angel One Wealth
Angel One Wealth offers a comprehensive portfolio of products and services, including PMS Platform and Wealth Advisory Services. 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.
Digital platform for portfolio management services starting at ₹10L.
Services offering personalized investment advice and network access.
Funding Insights of Angel One Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by Angel One Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Angel One Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Angel One Wealth Comparisons
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. 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.
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Online fractional investment platform for luxury assets
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Deposit accounts are managed for investors at EU partner banks.
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Functions as a wealth management platform for clients.
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Offers financial planning, investment management, and advisory for families and businesses.
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Operates an online platform offering wealth management products and services for individual investors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Angel One Wealth
When was Angel One Wealth founded?
Angel One Wealth was founded in 2023.
Where is Angel One Wealth located?
Angel One Wealth is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Who is the current CEO of Angel One Wealth?
Srikanth Subramanian is the current CEO of Angel One Wealth. They have also founded this company.
What does Angel One Wealth do?
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.
Who are the top competitors of Angel One Wealth?
What products or services does Angel One Wealth offer?
Angel One Wealth offers PMS Platform and Wealth Advisory Services.