About Ezy Wise Services
Ezy Wise Services is a Financial Services company based in Chandigarh (India). It provides wealth management, investment advice, and financial planning tools. It operates on a B2C and B2B model. The company has 1 employees. Its website ezywise.com draws about 681 thousand monthly visits. Its Indian entity Ezy Wise Services Private Limited reported revenue of ₹1.49 Cr. Ezy Wise Services offers products and services including Mutual Funds, Fixed Income Products, PMS, AIF, and Financial Health Checks. Its focus areas include FinTech, Wealth Management, Investment Advisory and Mutual Funds. Similar companies include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS and 5 more; 4 of its 10 listed similar companies have raised funding.
Company details
Ezy Wise is a financial advisory firm based in Chandigarh, India, specializing in helping clients achieve financial goals through honest and unbiased advice. They offer services like mutual funds, fixed income products, PMS, and AIF, along with tools for financial health checks and goal-based planning. The firm emphasizes a client-centric approach, providing access to a wide range of investment solutions and ensuring satisfaction through systematic processes and technology.
- Headquarters Chandigarh, India
- Employees 1
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ezywise.com
- Social Facebook
- Legal Name Ezy Wise Services Private Limited
- Date of Incorporation 10 Nov, 2021
- Jurisdiction Chandigarh, India
- Annual Revenue₹1.49 Cr
FY 2024 · +84% YoY
- Net Profit₹7 Lakh
FY 2024 · 5% margin
- EBITDA₹18.4 Lakh
FY 2024 · 12% margin
- Employee Count1
Associated legal entities of Ezy Wise Services
Ezy Wise Services is associated with 2 registered companies on The Company Check; the primary company is Ezy Wise Services Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Ezy Wise Services Private Limited CIN U74140CH2021PTC044016 | Active | 10 Nov 2021 | Chandigarh, Chandigarh | ₹1.5 Cr | – | 2 | View details |
| Ezy Wise Services Insurance Brokers Private Limited CIN U66220CH2023PTC044944 | Active | 21 Mar 2023 | Chandigarh, Chandigarh | ₹1.5 Cr | – | 4 | View details |
Products & Services of Ezy Wise Services
Ezy Wise Services offers a comprehensive portfolio of products and services, including Mutual Funds, Fixed Income Products, PMS, AIF, and Financial Health Checks.
Services for investing in mutual funds to build portfolios.
Options for fixed income investments to ensure steady returns.
Portfolio management services for customized investment strategies.
Alternative investment funds for diversified high-return options.
Tools to assess and improve personal financial health.
Apps and channels of Ezy Wise Services
Ezy Wise Services publishes 2 mobile apps with over 100 downloads.
Board of directors of Ezy Wise Services Private Limited (Ezy Wise Services)
Ezy Wise Services Private Limited is the primary company behind Ezy Wise Services. The boards of the 2 registered companies of Ezy Wise Services currently have 5 directors; the longest-serving is Tarun Kakar, appointed in 2021. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Tarun Kakar DIN 09394607 | Managing Director | 10 Nov 2021 | 4 yrs 11 mo | Ezy Wise Services Private Limited, Ezy Wise Services Insurance Brokers Private Limited |
| Promila Kakar DIN 09394608 | Director | 10 Nov 2021 | 4 yrs 11 mo | Ezy Wise Services Private Limited |
| Ravinder Sharma DIN 10082609 | Director | 21 Mar 2023 | 3 yrs 7 mo | Ezy Wise Services Insurance Brokers Private Limited |
| Devinder Sharma DIN 10082610 | Director | 21 Mar 2023 | 3 yrs 7 mo | Ezy Wise Services Insurance Brokers Private Limited |
| Ritesh Mahajan DIN 10082611 | Director | 21 Mar 2023 | 3 yrs 7 mo | Ezy Wise Services Insurance Brokers Private Limited |
Financials of Ezy Wise Services
Figures of Ezy Wise Services Private Limited, the primary company behind Ezy Wise Services, for FY 2024. Revenue was ₹1.49 Cr (+84% year on year). Net profit was ₹7 Lakh (5% margin). EBITDA was ₹18.4 Lakh (12% margin).
- ₹1.49 CrRevenue · FY 2024 · +84% YoY
- ₹7 LakhNet profit · 5% margin
- ₹18.4 LakhEBITDA · 12% margin
- ₹1 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Ezy Wise Services Private Limited are on its company page.
Detailed financial statements for Ezy Wise Services
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Financial ratios
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Verified entity values are shown only after access is granted.
Similar companies to Ezy Wise Services
Ezy Wise Services has 10 listed similar companies in our database, 4 of them funded. They include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. | |
| sundaramfinance.in | 1954 | Chennai, India | – | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. |
Detailed similar companies of Ezy Wise Services
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Ezy Wise Services
The website of Ezy Wise Services (ezywise.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Ezy Wise Services. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Ezy Wise Services
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment Banks
10 companies that operate in the same segment as Ezy Wise Services (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
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 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Frequently Asked Questions about Ezy Wise Services
Ezy Wise Services is headquartered in Chandigarh, India.
Ezy Wise Services has 1 employees.
The primary company behind Ezy Wise Services, Ezy Wise Services Private Limited, reported revenue of ₹1.49 Cr for FY 2024, up 84% year on year.
Ezy Wise is a financial advisory firm based in Chandigarh, India, specializing in helping clients achieve financial goals through honest and unbiased advice. They offer services like mutual funds, fixed income products, PMS, and AIF, along with tools for financial health checks and goal-based planning. The firm emphasizes a client-centric approach, providing access to a wide range of investment solutions and ensuring satisfaction through systematic processes and technology.
Ezy Wise Services's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Ezy Wise Services offers Mutual Funds, Fixed Income Products, PMS, AIF, and Financial Health Checks.
Ezy Wise Services is associated with 2 legal entities: Ezy Wise Services Private Limited, Ezy Wise Services Insurance Brokers Private Limited.
The legal entities of Ezy Wise Services currently have 5 directors, including Tarun Kakar, Promila Kakar, Ravinder Sharma and others.
Yes. Ezy Wise Services publishes EzyWise and 1 more app, with over 100 downloads.
The website of Ezy Wise Services receives about 681 thousand visits a month.