About Bonanza Wealth Management
Bonanza Wealth Management is a Financial Services company based in Mumbai (India) founded in 2004 by S P Goel and Shiv Kumar Goel. It offers investment and portfolio management services across India. It operates on a B2C model. The company has 144 employees. Its website bonanzawealth.com draws about 681 thousand monthly visits. Its Indian entity Bonanza Portfolio Limited reported revenue of ₹160 Cr. Bonanza Wealth Management offers products and services including Portfolio Management Services, MFPMS, and NDPMS. Its focus areas include Finance, Wealth Management, Investment Services and Portfolio Management. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Bonanza Wealth, based in Mumbai, India, delivers wealth management solutions such as Portfolio Management Services for equity portfolios. They operate with over 1700 outlets in 600 cities, using technology and expert research to help investors create wealth through diversified portfolios and risk control while managing client investments effectively.
- Headquarters Mumbai, India
- Employees 144
- Founders S P Goel, Shiv Kumar Goel
- SectorsFinancial Services
- Email••••••••
- Website bonanzawealth.com
- Legal Name Bonanza Portfolio Limited
- Date of Incorporation 24 Feb, 1993
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹160 Cr
FY 2025 · -23% YoY
- Net Loss-₹25.43 Cr
FY 2025 · -16% margin
- EBITDA₹10.18 Cr
FY 2025 · 6% margin
- Employee Count144
Associated legal entities of Bonanza Wealth Management
Bonanza Wealth Management operates through Bonanza Portfolio Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Bonanza Portfolio Limited CIN U65991DL1993PLC052280 | Active | 24 Feb 1993 | New Delhi, Delhi | ₹160 Cr | 144 | 8 | View details |
Products & Services of Bonanza Wealth Management
Bonanza Wealth Management offers a comprehensive portfolio of products and services, including Portfolio Management Services, MFPMS, and NDPMS.
Manages equity portfolios for long-term wealth creation.
Crafts diversified portfolios across mutual funds and stocks.
Enables investors to manage their own stock portfolios.
Apps and channels of Bonanza Wealth Management
Bonanza Wealth Management publishes 1 mobile app.
Board of directors of Bonanza Portfolio Limited (Bonanza Wealth Management)
Bonanza Portfolio Limited is the primary company behind Bonanza Wealth Management. The board of Bonanza Portfolio Limited currently have 6 directors; the longest-serving is Vishnu Kumar Aggarwal, appointed in 1993. 17 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vishnu Kumar Aggarwal DIN 00355471 | Director | 17 Nov 1993 | 32 yrs 11 mo | Bonanza Portfolio Limited |
| Shiv Kumar Goel DIN 00355588 | Whole-time director | 17 Nov 1993 | 32 yrs 11 mo | Bonanza Portfolio Limited |
| Satya Prakash Goel DIN 00355752 | Whole-time director | 17 Nov 1993 | 32 yrs 11 mo | Bonanza Portfolio Limited |
| Surendra Kumar Goel DIN 00824481 | Director | 17 Nov 1993 | 32 yrs 11 mo | Bonanza Portfolio Limited |
| Pradeep Kumar DIN 08475968 | Director | 17 Jun 2019 | 7 yrs 4 mo | Bonanza Portfolio Limited |
| Anant Gupta DIN 03270325 | Director | 01 Jan 2020 | 6 yrs 10 mo | Bonanza Portfolio Limited |
People of Bonanza Wealth Management
2 people are tracked at Bonanza Wealth Management (2 in leadership); the tracked headcount is 144.
| Name | Role | Group |
|---|---|---|
S P Goel | Co-Founder | Leadership |
| Co-Founder | Leadership |
Complete people profiles for Bonanza Wealth Management
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Financials of Bonanza Wealth Management
Figures of Bonanza Portfolio Limited, the primary company behind Bonanza Wealth Management, for FY 2025. Revenue was ₹160 Cr (-23% year on year). Net loss was -₹25.43 Cr (-16% margin). EBITDA was ₹10.18 Cr (6% margin). Revenue has grown at a compounded annual rate of -1% over three years and +10% over five years.
- ₹160 CrRevenue · FY 2025 · -23% YoY
- -₹25.43 CrNet loss · -16% margin
- ₹10.18 CrEBITDA · 6% margin
- ₹30.84 CrPaid-up capital
- 144Employees (provident fund records)
- -1%Revenue CAGR, 3 years
- +10%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Bonanza Portfolio Limited are on its company page.
Detailed financial statements for Bonanza Wealth Management
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Similar companies to Bonanza Wealth Management
Bonanza Wealth Management has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of Bonanza Wealth Management
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Web traffic of Bonanza Wealth Management
The website of Bonanza Wealth Management (bonanzawealth.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Bonanza Wealth Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Bonanza Wealth Management
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Top companies in Asset Management
3 companies that operate in the same segment as Bonanza Wealth Management (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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Related news about Bonanza Wealth Management
Complete news archive for Bonanza Wealth Management
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Frequently Asked Questions about Bonanza Wealth Management
Bonanza Wealth Management was founded in 2004.
Bonanza Wealth Management is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Bonanza Wealth Management has 144 employees.
The primary company behind Bonanza Wealth Management, Bonanza Portfolio Limited, reported revenue of ₹160 Cr for FY 2025, down 23% year on year.
Bonanza Wealth, based in Mumbai, India, delivers wealth management solutions such as Portfolio Management Services for equity portfolios. They operate with over 1700 outlets in 600 cities, using technology and expert research to help investors create wealth through diversified portfolios and risk control while managing client investments effectively.
Bonanza Wealth Management's top competitors include UTI Mutual Fund, Avendus and 360 One.
Bonanza Wealth Management offers Portfolio Management Services, MFPMS, and NDPMS.
Bonanza Wealth Management operates through Bonanza Portfolio Limited.
The legal entities of Bonanza Wealth Management currently have 8 directors, including Vishnu Kumar Aggarwal, Shiv Kumar Goel, Satya Prakash Goel and others.
Yes. Bonanza Wealth Management publishes Bonanza Wealth.
The website of Bonanza Wealth Management receives about 681 thousand visits a month.