Emerald Investments

Ahmedabad, India Founded: 2014 • Age: 12 yrs
Offers wealth management, financial planning, mutual funds, insurance, and investment advice services.
Annual revenue $1.2M Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 5 Services tracked
Competitors 11 Brand Intelligence

About Emerald Investments

Emerald Investments is a company based in Ahmedabad (India) founded in 2014 by Panna Bhandari. It operates as a B2B and B2C. Emerald Investments offers products and services including Financial Planning, Mutual Funds, Insurance, Treasury Management, and Bonds. Emerald Investments operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.

  • Headquarter Ahmedabad, India
  • Founders Panna Bhandari
  • Sectors
    Financial Services
  • Email
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  • Legal Name Transauto And Mechaids Private Limited
  • Date of Incorporation 14 Feb, 1975
  • Jurisdiction Thane, Maharashtra, India
Operational Areas
Financial Services → Insurance & Risk Management Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $1.21 M (USD)
    1364
    as on Mar 31, 2022
  • Net Profit
    -$2.2 K (USD)
    85.73
    as on Mar 31, 2022
  • EBITDA
    -$151.45 (USD)
    98.52
    as on Mar 31, 2022
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of Emerald Investments

Emerald Investments offers a comprehensive portfolio of products and services, including Financial Planning, Mutual Funds, Insurance, Treasury Management, and Bonds.

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Primary

Helps develop comprehensive investment and protection plans for clients.

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Invests money to achieve optimal returns in a safe, monitored environment.

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Protects life, health, and assets against financial contingencies.

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Assists with investment solutions and employee benefit schemes for businesses.

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Provides stability through fixed income instruments for balanced portfolios.

Funding Insights of Emerald Investments

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Detailed funding history for Emerald Investments

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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  • Funding amounts
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  • Valuation history

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Investments & Acquisitions by Emerald Investments

Investments
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Investment portfolio details for Emerald Investments

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Financial Statements - Emerald Investments

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Detailed financials for Emerald Investments

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  • Profit trends
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Emerald Investments Comparisons

Emerald Investments Primary company
Description
Offers wealth management, financial planning, mutual funds, ...
Location
Ahmedabad, India
Founded Year
2014
Annual Revenue
$1.21 M (USD)
Net Profit
-$2.2 K (USD)
EBITDA
-$151.45 (USD)
Employees
Not available
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Peer comparison for Emerald Investments

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Competitors of Emerald Investments

Emerald Investments operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Mutual funds, portfolio management, and retirement planning services are offered.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Financial services are provided to asset managers worldwide.
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Detailed competitors of Emerald Investments

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Latest news on Emerald Investments

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Complete news archive for Emerald Investments

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Frequently Asked Questions about Emerald Investments

Emerald Investments was founded in 2014.

Emerald Investments is headquartered in Ahmedabad, India. It is registered at Ahmedabad, Gujarat, India.

Annual revenue of Emerald Investments is $1.21M as on Mar 31, 2022.

Emerald Investments is a wealth management firm based in Ahmedabad, India, helping clients achieve financial independence through tailored investment strategies. They offer services like financial planning, mutual funds, insurance, treasury management, bonds, and tax planning across asset classes such as debt, equity, gold, and property. The firm serves both individual and corporate clients by creating diversified portfolios, managing risks, and ensuring systematic wealth growth while emphasizing personalized solutions and consistent monitoring.

Emerald Investments's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.

Emerald Investments offers Financial Planning, Mutual Funds, Insurance, Treasury Management, and Bonds.

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