About Financial Plan Yadnya
Financial Plan Yadnya is a Business Services company based in Pune (India) founded in 2018 by Gaurav Jain. It operates a digital hub for financial planning and advisory services. It operates on a B2C model. The company has 12 employees. Its chief executive, as recorded, is Gaurav Jain. Its Indian entity Yadnya Academy Private Limited reported revenue of ₹2.64 Cr. Its focus areas include Finance, Financial Services, Advisory Services and Digital Planning. Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
Financial Plan Yadnya, based in Pune, focuses on finance, offering financial products and advice, providing advisory services, and digital planning. Operates a digital hub for financial planning and advisory services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success.
- Headquarters Pune, India
- Employees 12
- Founders Gaurav Jain
- SectorsBusiness Services
- Phone•••• ••••
- Website finplanyadnya.in
- Social LinkedIn
- Legal Name Yadnya Academy Private Limited
- Date of Incorporation 26 Oct, 2018
- Jurisdiction Pune, Maharashtra, India
- Annual Revenue₹2.64 Cr
FY 2024 · -13% YoY
- Net Profit₹19.1 Lakh
FY 2024 · 7% margin
- EBITDA₹30.4 Lakh
FY 2024 · 12% margin
- Employee Count12
Associated legal entities of Financial Plan Yadnya
Financial Plan Yadnya operates through Yadnya Academy Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Yadnya Academy Private Limited CIN U80900PN2018PTC179852 | Active | 26 Oct 2018 | Pune, Maharashtra | ₹2.6 Cr | 12 | 3 | View details |
Board of directors of Yadnya Academy Private Limited (Financial Plan Yadnya)
Yadnya Academy Private Limited is the primary company behind Financial Plan Yadnya. The board of Yadnya Academy Private Limited currently have 3 directors; the longest-serving is Gaurav Jain, appointed in 2018. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Gaurav Jain DIN 08189900 | Director | 26 Oct 2018 | 8 yrs | Yadnya Academy Private Limited |
| Santosh Hariprasad Chandak DIN 03577100 | Director | 26 Oct 2018 | 8 yrs | Yadnya Academy Private Limited |
| Ashish Venkatesh Dindore DIN 09780535 | Director | 02 Nov 2022 | 4 yrs | Yadnya Academy Private Limited |
People of Financial Plan Yadnya
1 people are tracked at Financial Plan Yadnya (1 in leadership); the tracked headcount is 12.
| Name | Role | Group |
|---|---|---|
| Co-Founder, CEO | Leadership |
Complete people profiles for Financial Plan Yadnya
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Financials of Financial Plan Yadnya
Figures of Yadnya Academy Private Limited, the primary company behind Financial Plan Yadnya, for FY 2024. Revenue was ₹2.64 Cr (-13% year on year). Net profit was ₹19.1 Lakh (7% margin). EBITDA was ₹30.4 Lakh (12% margin). Revenue has grown at a compounded annual rate of +1% over three years and +89% over five years.
- ₹2.64 CrRevenue · FY 2024 · -13% YoY
- ₹19.1 LakhNet profit · 7% margin
- ₹30.4 LakhEBITDA · 12% margin
- ₹1 LakhPaid-up capital
- 12Employees (provident fund records)
- +1%Revenue CAGR, 3 years
- +89%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Yadnya Academy Private Limited are on its company page.
Detailed financial statements for Financial Plan Yadnya
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 Financial Plan Yadnya
Financial Plan Yadnya has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of Financial Plan Yadnya
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Verified entity values are shown only after access is granted.
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Frequently Asked Questions about Financial Plan Yadnya
Financial Plan Yadnya was founded in 2018.
Financial Plan Yadnya is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
Gaurav Jain is the CEO of Financial Plan Yadnya, as recorded in our data. They have also founded this company.
Financial Plan Yadnya has 12 employees.
The primary company behind Financial Plan Yadnya, Yadnya Academy Private Limited, reported revenue of ₹2.64 Cr for FY 2024, down 13% year on year.
Financial Plan Yadnya, based in Pune, focuses on finance, offering financial products and advice, providing advisory services, and digital planning. Operates a digital hub for financial planning and advisory services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success.
Financial Plan Yadnya operates through Yadnya Academy Private Limited.
The legal entities of Financial Plan Yadnya currently have 3 directors, including Gaurav Jain, Santosh Hariprasad Chandak, Ashish Venkatesh Dindore.