About EZ Wealth
EZ Wealth is a Financial Services company based in Delhi (India) founded in 1998. Trade lifecycle management software is offered for traders and investors. It operates in the Financial Services and Technology sectors. Its Indian entity Wealth Discovery Securities Private Limited reported revenue of ₹28.40 Cr. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management.
Company details
EZ Wealth was founded in 1998 in Delhi, India, within the financial software sector. Trade lifecycle management solutions are provided for traders and investors, including trading software with charts, inbuilt options strategies, price alerts, and market updates. Algorithmic trading is supported through EZ Algo, while mutual fund investments are facilitated by EZ SIP. Brokerage and margin calculators are also included in the offerings.
- Headquarters Delhi, India
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website ezwealth.in
- Social LinkedIn X Facebook
- Legal Name Wealth Discovery Securities Pvt Ltd
- Date of Incorporation 21 Dec, 2010
- Jurisdiction Delhi, India
- Annual Revenue₹28.40 Cr
FY 2025 · +139% YoY
- Net Profit₹1.39 Cr
FY 2025 · 5% margin
- EBITDA₹2.02 Cr
FY 2025 · 7% margin
Associated legal entities of EZ Wealth
EZ Wealth operates through Wealth Discovery Securities 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 |
|---|---|---|---|---|---|---|---|
| Wealth Discovery Securities Private Limited CIN U74999DL2010PTC211626 | Active | 21 Dec 2010 | Delhi, Delhi | ₹28.4 Cr | 2 | View details |
Apps and channels of EZ Wealth
EZ Wealth publishes 1 mobile app.
Board of directors of Wealth Discovery Securities Private Limited (EZ Wealth)
Wealth Discovery Securities Private Limited is the primary company behind EZ Wealth. The board of Wealth Discovery Securities Private Limited currently have 2 directors; the longest-serving is Sachin Bansal, appointed in 2018. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sachin Bansal DIN 05277597 | Director | 06 Mar 2018 | 8 yrs 7 mo | Wealth Discovery Securities Private Limited |
| Rahul Agarwal DIN 07791687 | Director | 06 Mar 2018 | 8 yrs 7 mo | Wealth Discovery Securities Private Limited |
Financials of EZ Wealth
Figures of Wealth Discovery Securities Private Limited, the primary company behind EZ Wealth, for FY 2025. Revenue was ₹28.40 Cr (+139% year on year). Net profit was ₹1.39 Cr (5% margin). EBITDA was ₹2.02 Cr (7% margin). Revenue has grown at a compounded annual rate of +54% over three years and +50% over five years.
- ₹28.40 CrRevenue · FY 2025 · +139% YoY
- ₹1.39 CrNet profit · 5% margin
- ₹2.02 CrEBITDA · 7% margin
- ₹1.87 CrPaid-up capital
- +54%Revenue CAGR, 3 years
- +50%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wealth Discovery Securities Private Limited are on its company page.
Detailed financial statements for EZ Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as EZ Wealth (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
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 consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about EZ Wealth
EZ Wealth was founded in 1998.
EZ Wealth is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
The primary company behind EZ Wealth, Wealth Discovery Securities Private Limited, reported revenue of ₹28.40 Cr for FY 2025, up 139% year on year.
EZ Wealth was founded in 1998 in Delhi, India, within the financial software sector. Trade lifecycle management solutions are provided for traders and investors, including trading software with charts, inbuilt options strategies, price alerts, and market updates. Algorithmic trading is supported through EZ Algo, while mutual fund investments are facilitated by EZ SIP. Brokerage and margin calculators are also included in the offerings.
EZ Wealth operates through Wealth Discovery Securities Private Limited.
The legal entities of EZ Wealth currently have 2 directors, including Sachin Bansal, Rahul Agarwal.
Yes. EZ Wealth publishes EZWealth.