About Finaegis
Finaegis is a company based in Pune (India) founded in 2015. It operates as a B2C and Advisory Services. Finaegis offers products and services including Investment Guidance, Portfolio Management, and Mutual Fund Distribution. Finaegis operates in a competitive market with competitors including Muthoot Fincorp, Motilal Oswal Private Wealth, Muthoot Group, Fortune Wealth Management and Amrapali, among others.
- Headquarter Pune, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website finaegis.co
- Social LinkedIn X
- Legal Name Finaegis Securities Llp
- Date of Incorporation 14 Mar, 2019
- Jurisdiction Pune, Maharashtra, India
Associated legal entities of Finaegis
Finaegis operates through Finaegis Securities Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Finaegis Securities Llp CIN AAO-5420 | Active | 14 Mar 2019 | Pune, Maharashtra | – | – | 2 | View details |
Products & Services of Finaegis
Finaegis offers a comprehensive portfolio of products and services, including Investment Guidance, Portfolio Management, and Mutual Fund Distribution.
Provides data-backed advice for managing investment portfolios effectively.
Platform for overseeing and optimizing personal investment assets remotely.
Offers access to various mutual funds with risk assessment and guidance.
Board of directors of Finaegis Securities Llp (Finaegis)
Finaegis Securities Llp is the primary company behind Finaegis. The board of Finaegis Securities Llp currently have 2 directors; the longest-serving is Chinmay Satish Kulkarni, appointed in 2019.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Chinmay Satish Kulkarni DIN 06374290 | Designated Partner | 14 Mar 2019 | 7 yrs 6 mo | Finaegis Securities Llp |
| Tejaswini Vikas Kirpekar DIN 08389714 | Designated Partner | 14 Mar 2019 | 7 yrs 6 mo | Finaegis Securities Llp |
Competitors of Finaegis
Finaegis 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 Muthoot Fincorp, Motilal Oswal Private Wealth, Muthoot Group, Fortune Wealth Management and Amrapali, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| muthootfincorp.com | 1887 | Thiruvananthapuram, India | $24.05M | 40,991 | Non-banking financial company specializes in providing a range of financial products & services | |
| motilaloswalpwm.com | 2007 | Mumbai, India | – | 7,917 | Offers comprehensive wealth management services, including portfolio advisory and financial planning. | |
| muthootgroup.com | 1887 | Ernakulam, India | – | 28,933 | Diversified operations are conducted across multiple industries by Muthoot Group. | |
| fortunewmc.com | 2004 | Coimbatore, India | – | 19 | Provides investment management, broking, and wealth creation services for clients in India. | |
| amrapali.com | 1988 | Silvassa, India | – | 36 | Investment management services are provided to clients by the firm. | |
| wmuindia.com | 2011 | Bengaluru, India | – | – | Offers private wealth management, family offices, and investment banking services. | |
| ladderup.com | 1993 | Mumbai, India | – | – | Boutique investment bank focused on middle market |
Detailed competitors of Finaegis
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Similar companies to Finaegis
10 companies that operate in the same segment as Finaegis (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
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 banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Finaegis
Finaegis was founded in 2015.
Finaegis is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
Cambridge Wealth is a financial advisory firm that delivers data-backed investment solutions and mutual fund distribution, focusing on client interests without pushy sales. Based in Pune, India, with offices in Bangalore, Mumbai, and London, it manages portfolios and provides free consultations. The company serves individual investors, emphasizing risk management and disciplined portfolio building through expert guidance.
Finaegis's top competitors include Muthoot Fincorp, Muthoot Group and Ladderup.
Finaegis offers Investment Guidance, Portfolio Management, and Mutual Fund Distribution.
Finaegis operates through Finaegis Securities Llp.
The legal entities of Finaegis currently have 2 directors, including Chinmay Satish Kulkarni, Tejaswini Vikas Kirpekar.