Finatoz

Bengaluru, India Founded: 2016 • Age: 10 yrs
Provides personalized financial planning, investment advice, and portfolio reviews for individuals.
Annual revenue $340,248 Latest available
Total funding - Funding intelligence
Employees 21 Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 6 Brand Intelligence

About Finatoz

Finatoz is a company based in Bengaluru (India) founded in 2016 by Shailendra Kumar, Shrikant Kolhar, and Deepak Jain. It operates as a B2C. The company has 21 employees as of March 31, 2022. Finatoz offers products and services including Financial Planning Platform and Investment Advisory. Finatoz operates in a competitive market with competitors including Dezerv, Wealthy, ASK Group, Nivesh and ET Money, among others.

  • Headquarter Bengaluru, India
  • Employees 21 as on 31 Mar, 2022
  • Founders Shailendra Kumar, Shrikant Kolhar, Deepak Jain
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Rightfocus Investments Private Limited
  • Date of Incorporation 13 Apr, 2016
  • Jurisdiction Bangalore North, Karnataka, India
Operational Areas
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $340.25 K (USD)
    44
    as on Mar 31, 2022
  • Net Profit
    $20.13 K (USD)
    -14.99
    as on Mar 31, 2022
  • EBITDA
    $162.91 K (USD)
    52.71
    as on Mar 31, 2022
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    21

    as on Mar 31, 2022

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Products & Services of Finatoz

Finatoz offers a comprehensive portfolio of products and services, including Financial Planning Platform and Investment Advisory.

Product name locked
Category locked
Primary

Platform for creating and managing personalized financial plans and investments.

Product name locked
Category locked
Locked

Service for recommending and monitoring investment products based on client risk profiles.

Funding Insights of Finatoz

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Detailed funding history for Finatoz

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Investments & Acquisitions by Finatoz

Investments
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Investment portfolio details for Finatoz

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  • Portfolio identities
  • Transaction dates
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Financial Statements - Finatoz

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Detailed financials for Finatoz

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Finatoz Comparisons

Finatoz Primary company
Description
Provides personalized financial planning, investment advice,...
Location
Bengaluru, India
Founded Year
2016
Annual Revenue
$340.25 K (USD)
Net Profit
$20.13 K (USD)
EBITDA
$162.91 K (USD)
Employees
21
As of 2022
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Peer comparison for Finatoz

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Competitors of Finatoz

Finatoz 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 Dezerv, Wealthy, ASK Group, Nivesh and ET Money, among others.

Company Name Domain Founded year HQ Location Description
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Investment solutions and portfolio management are provided for affluent individuals.
Locked Locked Locked
Digital wealth management platform is offered for personalized investments.
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Asset & wealth management platform
Locked Locked Locked
Wealth management and financial products are provided online for individuals.
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App-based mutual fund investment platform
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Investment advisory and wealth management are offered via an application.
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Detailed competitors of Finatoz

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Latest news on Finatoz

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Complete news archive for Finatoz

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Frequently Asked Questions about Finatoz

Finatoz was founded in 2016.

Finatoz is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.

As of Mar 31, 2022, the latest employee count at Finatoz is 21.

Annual revenue of Finatoz is $340.25K as on Mar 31, 2022.

FinAtoZ is a SEBI-registered investment advisory company based in Bengaluru, India, offering personalized financial plans through one-on-one meetings to assess clients needs and goals. They manage investments based on risk profiles, recommend suitable products, and conduct periodic reviews to adjust strategies amid market changes. Services include budgeting, retirement planning, and a secure online platform for tracking progress, serving individual clients seeking long-term financial security.

Finatoz's top competitors include Dezerv, Wealthy and ET Money.

Finatoz offers Financial Planning Platform and Investment Advisory.

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