Answers Financial Planning

Nashik, India Founded: 2011 • Age: 15 yrs
Offers financial planning, wealth management, retirement, and investment advice services.

About Answers Financial Planning

Answers Financial Planning is a Financial Services company based in Nashik (India) founded in 2011. It offers financial planning, wealth management, retirement, and investment advice services. It operates on a B2C model. Its website myanswers.in draws about 681 thousand monthly visits. Its Indian entity Answers Financial Services Private Limited reported revenue of β‚Ή1.62 Cr. Answers Financial Planning offers products and services including Financial Planning, Wealth Management, Retirement Planning, Mutual Fund Services, and Fixed Deposit and Bonds. Its focus areas include FinTech, Investment Tech, Wealth Management and Financial Planning. Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.

Company details

Answers Financial Planners Pvt. Ltd. helps individuals manage finances through customized planning and advisory services. It focuses on wealth management, retirement strategies, mutual funds, fixed deposits, and equity investments. Based in Nasik, India, the company guides clients on achieving financial goals while navigating risks and optimizing resources. Services emphasize personalized attention to build wealth securely and efficiently.

Key Metrics
  • Annual Revenue
    ₹1.62 Cr

    FY 2025 · +43% YoY

  • Net Profit
    ₹5.9 Lakh

    FY 2025 · 4% margin

  • EBITDA
    ₹10.5 Lakh

    FY 2025 · 7% margin

Products & Services of Answers Financial Planning

Answers Financial Planning offers a comprehensive portfolio of products and services, including Financial Planning, Wealth Management, Retirement Planning, Mutual Fund Services, and Fixed Deposit and Bonds.

Financial Planning
Financial Services

Assists in achieving financial goals through money management strategies.

Wealth Management
Investment Services

Manages resources to build and preserve net worth effectively.

Retirement Planning
Long-term Planning

Helps prepare for post-retirement life with tailored investment options.

Mutual Fund Services
Investment Products

Provides investment in equity, debt, and liquid funds based on client needs.

Fixed Deposit and Bonds
Secure Investments

Offers tax-free and guaranteed return options for stable growth.

Equity and Derivatives
Trading Services

Manages equity portfolios for high-return investments in stock markets.

Board of directors of Answers Financial Services Private Limited (Answers Financial Planning)

Answers Financial Services Private Limited is the primary company behind Answers Financial Planning. The board of Answers Financial Services Private Limited currently have 3 directors; the longest-serving is Yuvaraj Rajendra Waikar, appointed in 2011.

DirectorDesignationAppointedTenureEntity
Yuvaraj Rajendra Waikar
DIN 03577223
Director11 Sep 201115 yrs 2 moAnswers Financial Services Private Limited
Savita Amol Pagare
DIN 03577226
Director11 Sep 201115 yrs 2 moAnswers Financial Services Private Limited
Amol Balchandra Pagare
DIN 06380309
Director20 Sep 201214 yrs 1 moAnswers Financial Services Private Limited

Financials of Answers Financial Planning

Figures of Answers Financial Services Private Limited, the primary company behind Answers Financial Planning, for FY 2025. Revenue was ₹1.62 Cr (+43% year on year). Net profit was ₹5.9 Lakh (4% margin). EBITDA was ₹10.5 Lakh (7% margin). Revenue has grown at a compounded annual rate of +25% over three years and +17% over five years.

  • ₹1.62 CrRevenue · FY 2025 · +43% YoY
  • ₹5.9 LakhNet profit · 4% margin
  • ₹10.5 LakhEBITDA · 7% margin
  • ₹1 LakhPaid-up capital
  • +25%Revenue CAGR, 3 years
  • +17%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Answers Financial Services Private Limited are on its company page.

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Detailed financial statements for Answers Financial Planning

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Similar companies to Answers Financial Planning

Answers Financial Planning has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
dezerv.in2021Mumbai, India$100M513
Investment solutions and portfolio management are provided for affluent individuals.
wealthy.in2015Bengaluru, India$22.29M231
Digital wealth management platform is offered for personalized investments.
askfinancials.com1983Mumbai, India$125M191
Asset & wealth management platform
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Detailed similar companies of Answers Financial Planning

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Web traffic of Answers Financial Planning

The website of Answers Financial Planning (myanswers.in) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

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All 40 similar websites and full traffic analytics for Answers Financial Planning

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  • 40 similar websites
  • Audience overlap
  • Engagement analytics
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Top companies in Investment & Wealth Tech

3 companies that operate in the same segment as Answers Financial Planning (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment consultant for future & options and commodities
1987Kochi, Kerala, IndiaUSD 71.52 M2,690
Technology-led financial products and infrastructure services are provided for consumers.
2021Mumbai, Maharashtra, IndiaUSD 145.66 MUSD 105.66 M376
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Frequently Asked Questions about Answers Financial Planning

Answers Financial Planning was founded in 2011.

Answers Financial Planning is headquartered in Nashik, India. It is registered at Nashik, Maharashtra, India.

The primary company behind Answers Financial Planning, Answers Financial Services Private Limited, reported revenue of β‚Ή1.62 Cr for FY 2025, up 43% year on year.

Answers Financial Planners Pvt. Ltd. helps individuals manage finances through customized planning and advisory services. It focuses on wealth management, retirement strategies, mutual funds, fixed deposits, and equity investments. Based in Nasik, India, the company guides clients on achieving financial goals while navigating risks and optimizing resources. Services emphasize personalized attention to build wealth securely and efficiently.

Answers Financial Planning's top competitors include Dezerv, Wealthy and ASK Group.

Answers Financial Planning offers Financial Planning, Wealth Management, Retirement Planning, Mutual Fund Services, and 2 more products and services.

Answers Financial Planning operates through Answers Financial Services Private Limited.

The legal entities of Answers Financial Planning currently have 3 directors, including Amol Balchandra Pagare, Yuvaraj Rajendra Waikar, Savita Amol Pagare.

The website of Answers Financial Planning receives about 681 thousand visits a month.

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