
About Excelorr
Excelorr is a Financial Services company based in India founded in 2014. It offers investment distribution, loan facilitation, real estate advisory, and financial management services. It operates on a B2B and D2C model. Its Indian entity Excelorr Services Private Limited reported revenue of βΉ24.51 Cr. Excelorr offers products and services including Investment Distribution, Loan Facilitation, Real Estate Advisory, and Forex and Travel. Its focus areas include Finance, Investment Tech, Wealth Management and Advisory. Similar companies include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James and 4 more; 5 of its 9 listed similar companies have raised funding.
Company details
Excelorr is a one-stop solution center specializing in investment distribution, loan facilitation, real estate advisory, tax and legal services, family office management, succession planning, investment banking, outsourcing, forex, travel, and education counselling. Based in Guwahati, India, it assists clients in accumulating and growing wealth through personalized financial strategies. Led by professionals, the company focuses on client-centric approaches to manage finances efficiently and exceed expectations in various sectors.
- Headquarters India
- SectorsFinancial Services
- Emailβ’β’β’β’β’β’β’β’
- Phoneβ’β’β’β’ β’β’β’β’
- Website excelorr.com
- Social LinkedIn X Facebook
- Legal Name Excelorr Services Private Limited
- Date of Incorporation 12 Aug, 2014
- Jurisdiction Guwahati, Assam, India
- Annual Revenue₹24.51 Cr
FY 2025 · +141% YoY
- Net Profit₹13.9 Lakh
FY 2025 · 1% margin
- EBITDA₹19.6 Lakh
FY 2025 · 1% margin
Associated legal entities of Excelorr
Excelorr operates through Excelorr Services 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 |
|---|---|---|---|---|---|---|---|
| Excelorr Services Private Limited CIN U74140AS2014PTC011912 | Active | 12 Aug 2014 | Guwahati, Assam | ₹24.5 Cr | – | 3 | View details |
Products & Services of Excelorr
Excelorr offers a comprehensive portfolio of products and services, including Investment Distribution, Loan Facilitation, Real Estate Advisory, and Forex and Travel.
Assists in investing in mutual funds and equity shares for wealth growth.
Provides financing solutions for protecting and enhancing client wealth.
Offers advice on real estate assets as part of wealth management.
Delivers foreign exchange and travel management through trusted partnerships.
Board of directors of Excelorr Services Private Limited (Excelorr)
Excelorr Services Private Limited is the primary company behind Excelorr. The board of Excelorr Services Private Limited currently have 3 directors; the longest-serving is Gaurav Jain, appointed in 2014.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Gaurav Jain DIN 06921538 | Director | 12 Aug 2014 | 12 yrs 2 mo | Excelorr Services Private Limited |
| Sushila Devi Barjatya DIN 06921549 | Director | 12 Aug 2014 | 12 yrs 2 mo | Excelorr Services Private Limited |
| Nilesh Jain DIN 07972229 | Director | 01 Nov 2017 | 8 yrs 11 mo | Excelorr Services Private Limited |
Financials of Excelorr
Figures of Excelorr Services Private Limited, the primary company behind Excelorr, for FY 2025. Revenue was ₹24.51 Cr (+141% year on year). Net profit was ₹13.9 Lakh (1% margin). EBITDA was ₹19.6 Lakh (1% margin). Revenue has grown at a compounded annual rate of +190% over three years and +91% over five years.
- ₹24.51 CrRevenue · FY 2025 · +141% YoY
- ₹13.9 LakhNet profit · 1% margin
- ₹19.6 LakhEBITDA · 1% margin
- ₹50 LakhPaid-up capital
- +190%Revenue CAGR, 3 years
- +91%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Excelorr Services Private Limited are on its company page.
Detailed financial statements for Excelorr
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.
Similar companies to Excelorr
Excelorr has 9 listed similar companies in our database, 5 of them funded. They include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | – | 97 | Provider of wealth management services | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. |
Detailed similar companies of Excelorr
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.
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as Excelorr (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Excelorr
Excelorr was founded in 2014.
Excelorr is headquartered in India.
The primary company behind Excelorr, Excelorr Services Private Limited, reported revenue of βΉ24.51 Cr for FY 2025, up 141% year on year.
Excelorr is a one-stop solution center specializing in investment distribution, loan facilitation, real estate advisory, tax and legal services, family office management, succession planning, investment banking, outsourcing, forex, travel, and education counselling. Based in Guwahati, India, it assists clients in accumulating and growing wealth through personalized financial strategies. Led by professionals, the company focuses on client-centric approaches to manage finances efficiently and exceed expectations in various sectors.
Excelorr's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Excelorr offers Investment Distribution, Loan Facilitation, Real Estate Advisory, and Forex and Travel.
Excelorr operates through Excelorr Services Private Limited.
The legal entities of Excelorr currently have 3 directors, including Gaurav Jain, Sushila Devi Barjatya, Nilesh Jain.