EquiZen

Mumbai, India Founded: 2023 • Age: 3 yrs
Offers investment advice, management consulting, and financial education services.
Annual revenue $9.1M Latest available
Total funding - Funding intelligence
Employees 299 Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 6 Brand Intelligence

About EquiZen

EquiZen is a company based in Mumbai (India) founded in 2023 by Sanjay Parikh. It operates as a B2B and B2C. The company has 299 employees as of March 31, 2022. EquiZen offers products and services including Investment Services, Management Consulting, and Education Services. EquiZen operates in a competitive market with competitors including Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh, among others.

  • Headquarter Mumbai, India
  • Employees 299 as on 31 Mar, 2022
  • Founders Sanjay Parikh
  • Sectors
    Financial Services
    Real Estate & Construction
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Jurisdiction Sanathnagar, Telangana, India
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Capital Markets & Trading
Real Estate & Construction → Real Estate Education, Associations & Compliance
Key Metrics
  • Annual Revenue
    $9.09 M (USD)
    30.3
    as on Mar 31, 2022
  • Net Profit
    $315.7 K (USD)
    -5.92
    as on Mar 31, 2022
  • EBITDA
    $552.67 K (USD)
    -38.13
    as on Mar 31, 2022
  • Latest Funding Round
  • Investors
  • Employee Count
    299

    as on Mar 31, 2022

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Products & Services of EquiZen

EquiZen offers a comprehensive portfolio of products and services, including Investment Services, Management Consulting, and Education Services.

Primary

Advisory for managing investment portfolios and financial goals.

Consulting for planning, budgeting, and process optimization.

Training in finance concepts and industry certifications.

Funding Insights of EquiZen

Investments & Acquisitions by EquiZen

Investments

Financial Statements - EquiZen

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Competitors of EquiZen

EquiZen 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 Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh, among others.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Investment solutions and portfolio management are provided for affluent individuals.
domain founded_year HQ Location
Digital wealth management platform is offered for personalized investments.
domain founded_year HQ Location
Asset & wealth management platform
domain founded_year HQ Location
Wealth management, family office services, and investment opportunities are provided.
domain founded_year HQ Location
Wealth management and financial products are provided online for individuals.
domain founded_year HQ Location
App-based mutual fund investment platform

Latest news on Equizen

Frequently Asked Questions about EquiZen

EquiZen was founded in 2023.

EquiZen is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.

As of Mar 31, 2022, the latest employee count at EquiZen is 299.

Annual revenue of EquiZen is $9.09M as on Mar 31, 2022.

EquiZen is a financial services firm led by Sanjay Parikh, specializing in investment management, business consulting, and finance education. It analyzes client financial goals to create tailored portfolios across equity, fixed income, and real estate, while providing consulting for business efficiency and training programs. Based in India, it serves individuals and institutions, ensuring transparency and risk management for long-term growth and well-being.

EquiZen's top competitors include Dezerv, Wealthy and ET Money.

EquiZen offers Investment Services, Management Consulting, and Education Services.

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