About Endovia
Endovia is a Financial Services company. Financial services including wealth management, tax advisory, and investment strategies in Mumbai. It operates in the Financial Services and Business Services sectors. Its Indian entity Endovia Financial Services Private Limited reported revenue of ₹90.1 Lakh. Endovia offers products and services including Wealth Management and Tax Advisory. Its focus areas include Wealth Management, Investment Advisory, Portfolio Management and Tax Advisory.
Company details
Endovia Family Office is identified as a boutique wealth management firm that was founded in 2013 to address gaps in the financial services industry. Comprehensive wealth solutions are delivered through a process that analyzes assets, understands client objectives, identifies needs, and implements investment plans with ongoing monitoring. The firms approach incorporates fiduciary standards and tax optimization techniques to support the financial well-being of high-net-worth individuals and small to medium enterprises, aiming to preserve and grow wealth for future generations.
- SectorsFinancial ServicesBusiness Services
- Email••••••••
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- Website endoviafinancials.com
- Legal Name Endovia Financial Services Pvt. Ltd.
- Date of Incorporation 04 May, 2016
- Jurisdiction Mumbai, Maharashtra, India
- Indian entity revenue₹90.1 Lakh
FY 2024 · +27% YoY
- Indian entity net loss-₹28.9 Lakh
FY 2024 · -32% margin
- Indian entity EBITDA-₹34.3 Lakh
FY 2024 · -38% margin
Associated legal entities of Endovia
Endovia operates through Endovia Financial 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 |
|---|---|---|---|---|---|---|---|
| Endovia Financial Services Private Limited CIN U65999MH2016PTC280650 | Active | 04 May 2016 | Mumbai, Maharashtra | ₹0.9 Cr | 2 | View details |
Products & Services of Endovia
Endovia offers a comprehensive portfolio of products and services, including Wealth Management and Tax Advisory.
Wealth management services are offered to handle investment strategies and portfolio optimization for clients
Tax advisory services are provided to assist with planning and compliance for individuals and enterprises
Board of directors of Endovia Financial Services Private Limited (Endovia)
Endovia Financial Services Private Limited is the primary company behind Endovia. The board of Endovia Financial Services Private Limited currently have 2 directors; the longest-serving is Ajay Sushilchandra Doshi, appointed in 2017. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ajay Sushilchandra Doshi DIN 00464468 | Director | 01 Feb 2017 | 9 yrs 9 mo | Endovia Financial Services Private Limited |
| Pranay Ajay Doshi DIN 08484565 | Director | 22 Aug 2019 | 7 yrs 2 mo | Endovia Financial Services Private Limited |
Financials of Endovia
Figures of Endovia Financial Services Private Limited, the primary company behind Endovia, for FY 2024. Revenue was ₹90.1 Lakh (+27% year on year). Net loss was -₹28.9 Lakh (-32% margin). EBITDA was -₹34.3 Lakh (-38% margin). Revenue has grown at a compounded annual rate of -36% over three years and -2% over five years.
- ₹90.1 LakhRevenue · FY 2024 · +27% YoY
- -₹28.9 LakhNet loss · -32% margin
- -₹34.3 LakhEBITDA · -38% margin
- ₹20 LakhPaid-up capital
- -36%Revenue CAGR, 3 years
- -2%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Endovia Financial Services Private Limited are on its company page.
Detailed financial statements for Endovia
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Frequently Asked Questions about Endovia
The primary company behind Endovia, Endovia Financial Services Private Limited, reported revenue of ₹90.1 Lakh for FY 2024, up 27% year on year.
Endovia Family Office is identified as a boutique wealth management firm that was founded in 2013 to address gaps in the financial services industry. Comprehensive wealth solutions are delivered through a process that analyzes assets, understands client objectives, identifies needs, and implements investment plans with ongoing monitoring. The firms approach incorporates fiduciary standards and tax optimization techniques to support the financial well-being of high-net-worth individuals and small to medium enterprises, aiming to preserve and grow wealth for future generations.
Endovia offers Wealth Management and Tax Advisory.
Endovia operates through Endovia Financial Services Private Limited.
The legal entities of Endovia currently have 2 directors, including Pranay Ajay Doshi, Ajay Sushilchandra Doshi.