About Compass Finserve
Compass Finserve is a Financial Services company based in Mumbai (India) founded in 2017. It provides financial services including mutual funds, portfolio management, and loans. It operates on a B2C model. Compass Finserve offers products and services including Mutual Funds, Portfolio Management, Real Estate Funds, Private Equity Fund, and Offshore Investments. Its focus areas include FinTech, Banking Tech, Loans and Personal Loans. Its legal entity in India is Compass Finserve Llp (AAJ-5317). Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
Compass Finserve LLP, incorporated in May 2017, is a financial services firm based in Mumbai, India. It offers wealth management solutions such as mutual funds, portfolio management schemes, real estate funds, private equity, offshore investments, and loans. The company focuses on integrity, knowledge, and client-centric advice to support wealth creation and financial planning for individuals and investors.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Email••••••••
- Website compassfinserve.com
- Social Facebook
- Legal Name Compass Finserve Llp
- Date of Incorporation 26 May, 2017
- Jurisdiction Mumbai, Maharashtra, India
Associated legal entities of Compass Finserve
Compass Finserve operates through Compass Finserve Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Compass Finserve Llp CIN AAJ-5317 | Active | 26 May 2017 | Mumbai, Maharashtra | 3 | View details |
Products & Services of Compass Finserve
Compass Finserve offers a comprehensive portfolio of products and services, including Mutual Funds, Portfolio Management, Real Estate Funds, Private Equity Fund, and Offshore Investments.
Platform for investing in various mutual fund schemes.
Services to manage and optimize investment portfolios.
Funds focused on real estate investment opportunities.
Options for private equity investments and wealth growth.
Strategies for international investment and tax planning.
Assistance with loans and debt management solutions.
Apps and channels of Compass Finserve
Compass Finserve publishes 1 mobile app.
Board of directors of Compass Finserve Llp (Compass Finserve)
Compass Finserve Llp is the primary company behind Compass Finserve. The board of Compass Finserve Llp currently have 3 directors; the longest-serving is Prakash Peter D'cunha, appointed in 2017.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Prakash Peter D'cunha DIN 07792538 | Designated Partner | 26 May 2017 | 9 yrs 5 mo | Compass Finserve Llp |
| Anuraag Ramesh Shah DIN 06831294 | Designated Partner | 26 May 2017 | 9 yrs 5 mo | Compass Finserve Llp |
| Rachana Gandhi DIN 08987297 | Designated Partner | 11 Mar 2021 | 5 yrs 7 mo | Compass Finserve Llp |
Similar companies to Compass Finserve
Compass Finserve has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of Compass Finserve
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Top companies in Consumer and SME Loans
3 companies that operate in the same segment as Compass Finserve (Consumer and SME Loans) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Consumer and SME loans are provided by Manappuram Finance. | 1992 | Valapad, Kerala, India | USD 39.98 M | USD 1.01 B | 51,650 | |
Affordable home loans are extended to low and middle-income groups. | 2010 | Mumbai, Maharashtra, India | USD 209.7 M | USD 203.79 M | 1,630 | |
Diversified lending services are provided as a non-banking financial institution. | 1994 | Mumbai, Maharashtra, India | USD 1.9 B | 36,520 |
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Frequently Asked Questions about Compass Finserve
Compass Finserve was founded in 2017.
Compass Finserve is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Compass Finserve LLP, incorporated in May 2017, is a financial services firm based in Mumbai, India. It offers wealth management solutions such as mutual funds, portfolio management schemes, real estate funds, private equity, offshore investments, and loans. The company focuses on integrity, knowledge, and client-centric advice to support wealth creation and financial planning for individuals and investors.
Compass Finserve offers Mutual Funds, Portfolio Management, Real Estate Funds, Private Equity Fund, and 2 more products and services.
Compass Finserve operates through Compass Finserve Llp.
The legal entities of Compass Finserve currently have 3 directors, including Prakash Peter D'cunha, Rachana Gandhi, Anuraag Ramesh Shah.
Yes. Compass Finserve publishes Compass Finserve.