About Atreyi
Atreyi is a company based in Mumbai (India). It operates as a B2B and D2C. The company has 9 employees as of March 31, 2023. Atreyi offers products and services including Investment Solutions, Financial Planning, Portfolio Management Schemes, and Direct Equity. Atreyi operates in a competitive market with competitors including Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
- Headquarter Mumbai, India
- Employees 9 as on 31 Mar, 2023
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Sectors
Financial Services
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Email
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Phone
Locked
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Website
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- Legal Name Atreyi Wealth Private Limited
- Date of Incorporation 19 Dec, 2017
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
$273.79 K (USD)-71.72as on Mar 31, 2023
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Net Profit
-$321.88 K (USD)-129.55as on Mar 31, 2023
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EBITDA
-$438.97 K (USD)-133.29as on Mar 31, 2023
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Latest Funding Round
Not available
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Investors
Not available
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Employee Count
9
as on Mar 31, 2023
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Products & Services of Atreyi
Atreyi offers a comprehensive portfolio of products and services, including Investment Solutions, Financial Planning, Portfolio Management Schemes, and Direct Equity.
Curates financial products for investment objectives and risk profiles.
Crafts personalized portfolios with risk management strategies.
Manages bespoke equity portfolios for high-net-worth clients.
Provides recommendations for equity investments in business enterprises.
Funding Insights of Atreyi
Detailed funding history for Atreyi
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Investments & Acquisitions by Atreyi
Investment portfolio details for Atreyi
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Financial Statements - Atreyi
Detailed financials for Atreyi
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Atreyi Comparisons
Peer comparison for Atreyi
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Competitors of Atreyi
Atreyi 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 Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Mutual funds, portfolio management, and retirement planning services are offered.
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of Atreyi
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Latest news on Atreyi
Complete news archive for Atreyi
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Frequently Asked Questions about Atreyi
Atreyi is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
As of Mar 31, 2023, the latest employee count at Atreyi is 9.
Annual revenue of Atreyi is $273.79K as on Mar 31, 2023.
Atreyi Financial Services is a financial product distributor in India, specializing in wealth management for high-net-worth individuals, family offices, and corporates. It delivers tailored investment solutions, financial planning, and portfolio management through a technology-enabled platform with tools for market analysis. Based in Mumbai, it provides expert advice on bonds, mutual funds, and equities, ensuring comprehensive risk management and personalized strategies.
Atreyi's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Atreyi offers Investment Solutions, Financial Planning, Portfolio Management Schemes, and Direct Equity.