About EasyPlan
EasyPlan is a Technology company based in Mumbai (India) founded in 2017 by Manisha Pandita and Sanjay Gandhi, and was acquired by Jupiter in June 2021. Expense tracking, savings and investment platform. EasyPlan has raised $225.41 thousand across 2 funding rounds from investors including Jupiter Money, J P Morgan and Mohan Mulani. EasyPlan was last valued at $1.59 million in January 2019. Its Indian entity Easyplan Fintech Solutions Private Limited reported revenue of ₹6.3 Lakh. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Expense Management. Its competitors include axio, MoneyPlanned and SaveSage; 3 of its 3 listed competitors have raised funding.
Company details
Personal finance management is supported by EasyPlan, a mobile app founded in 2017 in Mumbai, India. Savings requirements for major life goals are calculated, and suitable savings and investment products are recommended. Assistance is provided for opening accounts and transferring funds, while expenses are tracked within the app. The platform operates in the fintech sector and has not been launched as of December 2017.
- Headquarters Mumbai, India
- Founders Manisha Pandita, Sanjay Gandhi
- Stage Acquired
- SectorsTechnology
- Website easyplan.in
- Acquired by Jupiter (Jun 2021)
- Legal Name Easyplan Fintech Solutions Private Limited
- Date of Incorporation 16 Jan, 2020
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹6.3 Lakh
FY 2024 · +334% YoY
- Net Profit₹54,837
FY 2024 · 9% margin
- EBITDA₹95,198
FY 2024 · 15% margin
- Total Equity Funding$225.41K (USD)
in 2 rounds
- Latest Funding Round$225.41K (USD), Angel Round
Jan 2019
- InvestorsJupiter Money
& 13 more
- Acquired byJupiter
(Jun 2021)
Associated legal entities of EasyPlan
EasyPlan is associated with 2 registered companies on The Company Check; the primary company is Easyplan Fintech Solutions Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Easyplan Fintech Solutions Private Limited CIN U72900PN2020PTC189194 | Active | 16 Jan 2020 | Mumbai, Maharashtra | ₹0.1 Cr | 2 | View details | |
| Apeirofin Technology Private Limited CIN U74999MH2017PTC300351 | Active | 03 Oct 2017 | Mumbai, Maharashtra | ₹0.0 Cr | 2 | View details |
Funding Insights of EasyPlan
EasyPlan has successfully raised a total of $225.41K across 2 strategic funding rounds. The most recent funding activity was a Angel Round of $225.41 thousand completed in January 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $225,410
- Total Rounds 2
- Last Round Angel Round — $225,410
- Investors Count 13
All 2 funding rounds of EasyPlan with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2019 | $225,410 | Angel Round | $1.59M | Mohan Mulani, Mohan Mulani | |
| Oct 2018 | Seed | – | J P Morgan, Bharat Inclusion Initiative | – |
| Date | Valuation | Stage |
|---|---|---|
| Jan 2019 | $1.59M | •••••••• |
Last known valuation $1.59M (Jan 2019). 14 investors in total: 3 institutional and 11 angel.
Investors in EasyPlan
EasyPlan has secured backing from 14 investors, including angel, institutional, and venture fund investors. Prominent investors backing the company include Jupiter Money, J P Morgan and Mohan Mulani.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Startups across sectors are accelerated through targeted support initiatives. | bharatinclusion.ciie.co | Ahmedabad, India | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | jpmorgan.com | New York, United States | |
Provider of financial platform offering accounts, payments, credit cards, and investments | 2019 | jupiter.money | Mumbai, India | |
MM Mohan Mulani | unknown_42353d1e6e9f4ca48 | |||
SM Sudhir Menon | Angel investor, ex-entrepreneur, focused on tech startups in India. | unknown_ab60a567f1014ea7a | ||
GG Gaurav Gupta | Angel investor, ex-Zomato co-founder, active in Indian startup ecosystem | unknown_3bfd4d8de53a44f99 | ||
AG Anupam G Mittal | unknown_bb7b13370a694b7a8 | |||
MM Mohan Mulani | unknown_51af9af0542a473a8 | |||
SM Sudhir Menon | unknown_4c098e9caa794f0a9 | |||
SS Sameer Sanghrajka | unknown_01ada6f6997942f6a |
Investor details for EasyPlan
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Easyplan Fintech Solutions Private Limited (EasyPlan)
Easyplan Fintech Solutions Private Limited is the primary company behind EasyPlan. The boards of the 2 registered companies of EasyPlan currently have 2 directors; the longest-serving is Sanjay Sandip Gandhi, appointed in 2017.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sanjay Sandip Gandhi DIN 07943024 | Director | 03 Oct 2017 | 9 yrs 1 mo | Apeirofin Technology Private Limited, Easyplan Fintech Solutions Private Limited |
| Manisha Pandita DIN 07943029 | Director | 03 Oct 2017 | 9 yrs 1 mo | Apeirofin Technology Private Limited, Easyplan Fintech Solutions Private Limited |
People of EasyPlan
2 people are tracked at EasyPlan (2 in leadership).
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
| Co-Founder & CTO | Leadership |
Complete people profiles for EasyPlan
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 EasyPlan
Figures of Easyplan Fintech Solutions Private Limited, the primary company behind EasyPlan, for FY 2024. Revenue was ₹6.3 Lakh (+334% year on year). Net profit was ₹54,837 (9% margin). EBITDA was ₹95,198 (15% margin). Revenue has grown at a compounded annual rate of -58% over three years.
- ₹6.3 LakhRevenue · FY 2024 · +334% YoY
- ₹54,837Net profit · 9% margin
- ₹95,198EBITDA · 15% margin
- ₹1 LakhPaid-up capital
- -58%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Easyplan Fintech Solutions Private Limited are on its company page.
Detailed financial statements for EasyPlan
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.
Timeline of EasyPlan
5 dated milestones of EasyPlan across 4 years, from founding to its latest funding, stage changes and deals.
- Founded EasyPlan is founded.
- Funding First funding round.
- Funding Latest funding round, Angel Round, of $225K.
- Milestone Reaches Minicorn status.
- Exit Acquired by Jupiter.
Competitors of EasyPlan
EasyPlan has 3 listed competitors in our database, 3 of them funded. They include axio, MoneyPlanned and SaveSage.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| axio.co.in | 2013 | Bengaluru, India | $205.92M | 499 | An online lending platform for point-of-sale financing is provided. | |
| moneyplanned.com | 2017 | Bengaluru, India | $374,007 | AI-driven financial planning platform for individuals | ||
| savesage.club | 2024 | Gurugram, India | $1.28M | Platform that offers strategies for saving money along with credit card rewards and loyalty programs |
Detailed competitors of EasyPlan
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.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as EasyPlan (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Easyplan
Complete news archive for EasyPlan
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about EasyPlan
EasyPlan was founded in 2017 and raised its 1st funding round 1 year after it was founded.
EasyPlan is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
EasyPlan is a funded company, having raised a total of $225.41K across 2 funding rounds to date.
The primary company behind EasyPlan, Easyplan Fintech Solutions Private Limited, reported revenue of ₹6.3 Lakh for FY 2024, up 334% year on year.
Personal finance management is supported by EasyPlan, a mobile app founded in 2017 in Mumbai, India. Savings requirements for major life goals are calculated, and suitable savings and investment products are recommended. Assistance is provided for opening accounts and transferring funds, while expenses are tracked within the app. The platform operates in the fintech sector and has not been launched as of December 2017.
EasyPlan's top competitors include axio, MoneyPlanned and SaveSage.
EasyPlan has 14 investors. Key investors include Jupiter Money, J P Morgan, Mohan Mulani, Sudhir Menon, and Gaurav Gupta.
The valuation of EasyPlan is $1.59M as of Jan 2019.
EasyPlan is associated with 2 legal entities: Easyplan Fintech Solutions Private Limited, Apeirofin Technology Private Limited.
Yes. EasyPlan was acquired by Jupiter in June 2021.
The legal entities of EasyPlan currently have 2 directors, including Sanjay Sandip Gandhi, Manisha Pandita.