About CAGRfunds
CAGRfunds is a Financial Services company based in Mumbai (India) founded in 2015 by Vikash Agarwal and Kshitiz Jain. It provides online platforms for mutual fund investments, SIPs, and goal-based financial advice. It operates on a B2C and D2C model. Its Indian entity Virtue Online Services Private Limited reported revenue of ₹65.4 Lakh. CAGRfunds offers products and services including Mutual Fund Platform, SIP Service, and Goal Based Investing. Its focus areas include FinTech, Investment Tech, Mutual Funds and Online Distribution. Its competitors include Scripbox, FundsIndia and Kuvera; 3 of its 3 listed competitors have raised funding.
Company details
CAGRfunds operates as a registered mutual fund distributor based in Mumbai, India, offering an online platform for investing in mutual funds, systematic investment plans, and services like asset allocation, tax planning, and loans. They provide personalized advice through discussions and tools such as calculators for retirement and education funds. The platform enables quick, paperless investments for individual users, focusing on wealth building and portfolio management to meet financial goals.
- Headquarters Mumbai, India
- Founders Vikash Agarwal, Kshitiz Jain
- SectorsFinancial Services
- Email••••••••
- Website cagrfunds.com
- Social LinkedIn X Facebook
- Legal Name Virtue Online Services Private Limited
- Date of Incorporation 26 Aug, 2015
- Jurisdiction Wadala East, Maharashtra, India
- Annual Revenue₹65.4 Lakh
FY 2024 · +16% YoY
- Net Profit₹12.1 Lakh
FY 2024 · 18% margin
- EBITDA₹15.2 Lakh
FY 2024 · 23% margin
Associated legal entities of CAGRfunds
CAGRfunds operates through Virtue Online Services Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Virtue Online Services Private Limited CIN U74999MH2015PTC267795 | Active | 26 Aug 2015 | Wadala East, Maharashtra | ₹0.7 Cr | 4 | View details |
Products & Services of CAGRfunds
CAGRfunds offers a comprehensive portfolio of products and services, including Mutual Fund Platform, SIP Service, and Goal Based Investing.
Online tool for buying and managing mutual fund investments.
Systematic investment plans for regular wealth building.
Personalized tools for achieving specific financial objectives.
Apps and channels of CAGRfunds
CAGRfunds publishes 1 mobile app with over 500 downloads.
Board of directors of Virtue Online Services Private Limited (CAGRfunds)
Virtue Online Services Private Limited is the primary company behind CAGRfunds. The board of Virtue Online Services Private Limited currently have 4 directors; the longest-serving is Ashok Kumar Agarwal, appointed in 2015. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ashok Kumar Agarwal DIN 06775160 | Director | 26 Aug 2015 | 11 yrs 2 mo | Virtue Online Services Private Limited |
| Vikash Agarwal DIN 07744631 | Additional Director | 01 Mar 2017 | 9 yrs 7 mo | Virtue Online Services Private Limited |
| Ankita Singhania DIN 10697646 | Director | 13 Aug 2024 | 2 yrs 2 mo | Virtue Online Services Private Limited |
| Shruti Agrawal DIN 08437947 | Director | 22 Nov 2024 | 1 yr 11 mo | Virtue Online Services Private Limited |
People of CAGRfunds
2 people are tracked at CAGRfunds (2 in leadership).
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
Kshitiz Jain | Co-Founder | Leadership |
Complete people profiles for CAGRfunds
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of CAGRfunds
Figures of Virtue Online Services Private Limited, the primary company behind CAGRfunds, for FY 2024. Revenue was ₹65.4 Lakh (+16% year on year). Net profit was ₹12.1 Lakh (18% margin). EBITDA was ₹15.2 Lakh (23% margin). Revenue has grown at a compounded annual rate of +21% over three years and +18% over five years.
- ₹65.4 LakhRevenue · FY 2024 · +16% YoY
- ₹12.1 LakhNet profit · 18% margin
- ₹15.2 LakhEBITDA · 23% margin
- ₹25 LakhPaid-up capital
- +21%Revenue CAGR, 3 years
- +18%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Virtue Online Services Private Limited are on its company page.
Detailed financial statements for CAGRfunds
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Competitors of CAGRfunds
CAGRfunds has 3 listed competitors in our database, 3 of them funded. They include Scripbox, FundsIndia and Kuvera.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| scripbox.com | 2012 | Bengaluru, India | $83.98M | 398 | Platform offering mutual fund investments, financial planning, and wealth growth services | |
| fundsindia.com | 2008 | Chennai, India | $16.64M | 881 | Online investment platform for mutual funds and other financial products | |
| kuvera.in | 2016 | Bengaluru, India | $10.11M | 82 | Mutual fund portfolios are created via an app-based investment platform. |
Detailed competitors of CAGRfunds
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of CAGRfunds
The website of CAGRfunds (cagrfunds.com) receives about 1.6K visits a month.
- Monthly visits1.6K
▼ 55.2% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as CAGRfunds (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about CAGRfunds
CAGRfunds was founded in 2015.
CAGRfunds is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind CAGRfunds, Virtue Online Services Private Limited, reported revenue of ₹65.4 Lakh for FY 2024, up 16% year on year.
CAGRfunds operates as a registered mutual fund distributor based in Mumbai, India, offering an online platform for investing in mutual funds, systematic investment plans, and services like asset allocation, tax planning, and loans. They provide personalized advice through discussions and tools such as calculators for retirement and education funds. The platform enables quick, paperless investments for individual users, focusing on wealth building and portfolio management to meet financial goals.
CAGRfunds's top competitors include Scripbox, FundsIndia and Kuvera.
CAGRfunds offers Mutual Fund Platform, SIP Service, and Goal Based Investing.
CAGRfunds operates through Virtue Online Services Private Limited.
The legal entities of CAGRfunds currently have 4 directors, including Shruti Agrawal, Ashok Kumar Agarwal, Ankita Singhania and others.
Yes. CAGRfunds publishes CAGRfunds : Mutual Fund & SIP, with over 500 downloads.