About EPM Wealth
EPM Wealth is a Financial Services company based in Delhi (India). It serves as a financial planning advisory firm. It operates on a B2B model. Its Indian entity Excelsior Pinnacle Minds Private Limited reported revenue of ₹15.3 Lakh. Its focus areas include Advisory Services, Financial Planning and Wealth Advisory. Its competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services; 2 of its 3 listed competitors have raised funding.
Company details
EPM Wealth, based in Delhi, focuses on offering financial products and advice, providing advisory services, providing financial planning, and wealth advisory. Serves as a financial planning advisory firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Delhi, India
- SectorsFinancial Services
- Email••••••••
- Website epmwealth.com
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- Legal Name Excelsior Pinnacle Minds Private Limited
- Date of Incorporation 30 Sep, 2010
- Jurisdiction Delhi, India
- Annual Revenue₹15.3 Lakh
FY 2025 · -2% YoY
- Net Loss-₹6.9 Lakh
FY 2025 · -45% margin
- EBITDA-₹8.3 Lakh
FY 2025 · -55% margin
Associated legal entities of EPM Wealth
EPM Wealth operates through Excelsior Pinnacle Minds Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Excelsior Pinnacle Minds Private Limited CIN U80900DL2010PTC208958 | Active | 30 Sep 2010 | Delhi, Delhi | ₹0.2 Cr | 3 | View details |
Board of directors of Excelsior Pinnacle Minds Private Limited (EPM Wealth)
Excelsior Pinnacle Minds Private Limited is the primary company behind EPM Wealth. The board of Excelsior Pinnacle Minds Private Limited currently have 3 directors; the longest-serving is Ruchi Gupta, appointed in 2010. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ruchi Gupta DIN 02768639 | Director | 30 Sep 2010 | 16 yrs | Excelsior Pinnacle Minds Private Limited |
| Dileep Hari DIN 07322795 | Director | 22 Oct 2015 | 11 yrs | Excelsior Pinnacle Minds Private Limited |
| Tanish Gupta DIN 08574436 | Director | 30 Sep 2022 | 4 yrs | Excelsior Pinnacle Minds Private Limited |
Financials of EPM Wealth
Figures of Excelsior Pinnacle Minds Private Limited, the primary company behind EPM Wealth, for FY 2025. Revenue was ₹15.3 Lakh (-2% year on year). Net loss was -₹6.9 Lakh (-45% margin). EBITDA was -₹8.3 Lakh (-55% margin). Revenue has grown at a compounded annual rate of -18% over three years and -2% over five years.
- ₹15.3 LakhRevenue · FY 2025 · -2% YoY
- -₹6.9 LakhNet loss · -45% margin
- -₹8.3 LakhEBITDA · -55% margin
- ₹1 LakhPaid-up capital
- -18%Revenue CAGR, 3 years
- -2%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Excelsior Pinnacle Minds Private Limited are on its company page.
Detailed financial statements for EPM Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
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- Downloads
Verified entity values are shown only after access is granted.
Competitors of EPM Wealth
EPM Wealth has 3 listed competitors in our database, 2 of them funded. They include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| prudentcorporate.com | 2000 | Ahmedabad, India | $138,131 | 677 | Provider of financial products and investment services | |
| reliancecapital.co.in | 1986 | Mumbai, India | 18,360 | Financial services including loans, insurance, and asset management are provided. | ||
| equentis.com | 2015 | Mumbai, India | $10.59M | 1,602 | Investment advisory and research platform |
Detailed competitors of EPM Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of EPM Wealth
The website of EPM Wealth (epmwealth.com) receives about 2.3K visits a month.
- Monthly visits2.3K
▼ 29.1% vs previous month
Top companies in Investment Banks
2 companies that operate in the same segment as EPM Wealth (Investment Banks) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about EPM Wealth
EPM Wealth is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
The primary company behind EPM Wealth, Excelsior Pinnacle Minds Private Limited, reported revenue of ₹15.3 Lakh for FY 2025, down 2% year on year.
EPM Wealth, based in Delhi, focuses on offering financial products and advice, providing advisory services, providing financial planning, and wealth advisory. Serves as a financial planning advisory firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
EPM Wealth's top competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
EPM Wealth operates through Excelsior Pinnacle Minds Private Limited.
The legal entities of EPM Wealth currently have 3 directors, including Dileep Hari, Tanish Gupta, Ruchi Gupta.