About BP Wealth
BP Wealth is a Financial Services company based in Mumbai (India) founded in 2017. It operates as an a wealth management firm providing financial advice and equity expertise. It operates on a B2C model. Its website bpwealth.com draws about 35 thousand monthly visits. Its focus areas include Wealth Management, Investment Advisory and Equity Expertise. Similar companies include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS and 5 more; 4 of its 10 listed similar companies have raised funding.
Company details
BP Wealth operates with a B2C model, focusing on offering financial products and advice, managing wealth portfolios, offering investment advisory, and equity expertise. A wealth management firm providing financial advice and equity expertise. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Website bpwealth.com
- Social LinkedIn X Facebook
Associated legal entities of BP Wealth
BP Wealth is associated with 4 registered companies on The Company Check. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Fort Pangaea Global Opportunities Llp CIN ACC-0621 | Active | 17 Jul 2023 | Mumbai, Maharashtra | – | – | 2 | View details |
| Fort Pangaea Investment Advisors Llp CIN ACB-7916 | Active | 29 Jun 2023 | Mumbai, Maharashtra | – | – | 2 | View details |
| Fort Pangaea Advisory Llp CIN ACB-1876 | Active | 16 May 2023 | Mumbai, Maharashtra | – | – | 2 | View details |
| Bp Wealth Management Private Limited CIN U67190MH2005PTC154591 | Active | 07 Jul 2005 | Mumbai, Maharashtra | ₹80.9 Cr | – | 3 | View details |
Board of directors of BP Wealth
The boards of the 4 registered companies of BP Wealth currently have 3 directors; the longest-serving is Rajeev Peethambaran Menon, appointed in 2006. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rajeev Peethambaran Menon DIN 00147355 | Director | 04 Aug 2006 | 20 yrs 2 mo | Bp Wealth Management Private Limited |
| Netra Umangbhai Thakkar DIN 03637357 | Designated Partner | 16 May 2023 | 3 yrs 5 mo | Fort Pangaea Advisory Llp, Fort Pangaea Investment Advisors Llp, Fort Pangaea Global Opportunities Llp |
| Yuvraj Ashok Thakker DIN 07006551 | Designated Partner | 16 May 2023 | 3 yrs 5 mo | Fort Pangaea Advisory Llp, Fort Pangaea Investment Advisors Llp, Fort Pangaea Global Opportunities Llp, Bp Wealth Management Private Limited |
People of BP Wealth
7 people are tracked at BP Wealth (3 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Jason Borrelli | Vice President | Leadership |
Axay Dixit | Vice President - Marketing And Business Development | Leadership |
Nilesh Dhanani | CEO | Leadership |
Sumit Kansara | Business Development Manager | Team |
| Senior Manager Operations | Team | |
Hardik Shah | Relationship Manager | Team |
Avdhut Bagkar | Derivatives & Technical Analyst | Team |
Complete people profiles for BP Wealth
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Financials of BP Wealth
Figures of Bp Wealth Management Private Limited, the primary company behind BP Wealth, for FY 2025. Revenue was ₹80.88 Cr (-39% year on year). Net loss was -₹52 Lakh (-1% margin). EBITDA was ₹6.94 Cr (9% margin).
- ₹80.88 CrRevenue · FY 2025 · -39% YoY
- -₹52 LakhNet loss · -1% margin
- ₹6.94 CrEBITDA · 9% margin
- ₹5.00 CrPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Bp Wealth Management Private Limited are on its company page.
Detailed financial statements for BP Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Similar companies to BP Wealth
BP Wealth has 10 listed similar companies in our database, 4 of them funded. They include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| avendus.com | 1999 | Mumbai, India | $178.14M | 215 | Corporate advisory and investment services are provided to clients. | |
| sundaramfinance.in | 1954 | Chennai, India | – | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. |
Detailed similar companies of BP Wealth
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Web traffic of BP Wealth
The website of BP Wealth (bpwealth.com) receives about 35.1K visits a month and ranks #769,703 among all websites worldwide, #7,388 in Investing.
- Monthly visits35.1K
▼ 15.1% vs previous month
- Unique visitors5.7K
per month
- Global rank#769,703
among all websites
- Category rank#7,388
Finance · Investing
- Bounce rate53%
- Pages per visit3.8
- Average visit14 min 20 sec
- DevicesDesktop 29% · Mobile 71%
Websites whose visitors overlap most with BP Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
investing.businessweek.com | investing.businessweek.com | 100% | – | – | – |
moneycontrol.com | moneycontrol.com | 72% | – | #489 | – |
| marwadionline.com | 67% | 57.4K | #374,706 | View details | |
| kotaksecurities.com | 66% | 4.1M | #12,156 | View details | |
| taxmann.com | 50% | 735.8K | #67,145 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for BP Wealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
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Verified entity values are shown only after access is granted.
Top companies in Investment Banks
10 companies that operate in the same segment as BP Wealth (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 100.43 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Related news about Bp Wealth
Complete news archive for BP Wealth
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Articles about BP Wealth on our blog
Frequently Asked Questions about BP Wealth
BP Wealth was founded in 2017.
BP Wealth is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
BP Wealth operates with a B2C model, focusing on offering financial products and advice, managing wealth portfolios, offering investment advisory, and equity expertise. A wealth management firm providing financial advice and equity expertise. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
BP Wealth's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
BP Wealth is associated with 4 legal entities: Fort Pangaea Advisory Llp, Fort Pangaea Investment Advisors Llp, Fort Pangaea Global Opportunities Llp and others.
The legal entities of BP Wealth currently have 4 directors, including Netra Umangbhai Thakkar, Yuvraj Ashok Thakker, Rajeev Peethambaran Menon and others.