About Finatwork
Finatwork is a Financial Services company based in Bengaluru (India) founded in 2011 by Saurabh Bansal. It offers wealth management, investment advice, financial planning, and portfolio services for individuals. It operates on a B2C and Advisory Services model in Financial Services and Business Services sectors. Its Indian entity Finatwork Financial Services Private Limited reported revenue of ₹81.1 Lakh. Finatwork offers products and services including FinGPS, FinPAI, FinRetire, FinTax, and Equity (Indian). Its focus areas include FinTech, Investment Tech, Financial Databases and Portfolio Analysis. Its competitors include Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh and 1 more; 5 of its 6 listed competitors have raised funding.
Company details
Finatwork is a SEBI-registered investment advisor based in Bangalore, India, specializing in wealth management and financial planning. They deliver objective advice on equities, fixed income, and other assets, helping clients align investments with life goals through structured, client-centric approaches. Founded by IIT and IIM alumni, they serve busy professionals and families with diversified, goal-oriented solutions, emphasizing risk management and long-term wealth building.
- Headquarters Bengaluru, India
- Founders Saurabh Bansal
- SectorsFinancial ServicesBusiness Services
- Email••••••••
- Website finatwork.com
- Legal Name Finatwork Financial Services Private Limited
- Date of Incorporation 11 Apr, 2011
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹81.1 Lakh
FY 2025 · +36% YoY
- Net Profit₹3.9 Lakh
FY 2025 · 5% margin
- EBITDA₹17.3 Lakh
FY 2025 · 21% margin
Associated legal entities of Finatwork
Finatwork operates through Finatwork Financial Services 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 |
|---|---|---|---|---|---|---|---|
| Finatwork Financial Services Private Limited CIN U67190KA2011PTC058103 | Active | 11 Apr 2011 | Bangalore, Karnataka | ₹0.8 Cr | – | 3 | View details |
Products & Services of Finatwork
Finatwork offers a comprehensive portfolio of products and services, including FinGPS, FinPAI, FinRetire, FinTax, and Equity (Indian).
Aligns finances with life goals through structured analysis.
Manages investments for optimal returns and risk balance.
Plans pensions and protects against inflation for future needs.
Optimizes taxes through strategic financial advice.
Facilitates investments in Indian equities for growth.
Board of directors of Finatwork Financial Services Private Limited (Finatwork)
Finatwork Financial Services Private Limited is the primary company behind Finatwork. The board of Finatwork Financial Services Private Limited currently have 3 directors; the longest-serving is Saurabh Bansal, appointed in 2011. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Saurabh Bansal DIN 03378697 | Managing Director | 11 Apr 2011 | 15 yrs 6 mo | Finatwork Financial Services Private Limited |
| Om Prakash Bansal DIN 03378710 | Director | 11 Apr 2011 | 15 yrs 6 mo | Finatwork Financial Services Private Limited |
| Shanti Bansal DIN 08956910 | Director | 20 Nov 2020 | 5 yrs 11 mo | Finatwork Financial Services Private Limited |
People of Finatwork
1 people are tracked at Finatwork (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder | Leadership |
Complete people profiles for Finatwork
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Finatwork
Figures of Finatwork Financial Services Private Limited, the primary company behind Finatwork, for FY 2025. Revenue was ₹81.1 Lakh (+36% year on year). Net profit was ₹3.9 Lakh (5% margin). EBITDA was ₹17.3 Lakh (21% margin). Revenue has grown at a compounded annual rate of +31% over three years and +26% over five years.
- ₹81.1 LakhRevenue · FY 2025 · +36% YoY
- ₹3.9 LakhNet profit · 5% margin
- ₹17.3 LakhEBITDA · 21% margin
- ₹1 LakhPaid-up capital
- +31%Revenue CAGR, 3 years
- +26%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Finatwork Financial Services Private Limited are on its company page.
Detailed financial statements for Finatwork
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.
Competitors of Finatwork
Finatwork has 6 listed competitors in our database, 5 of them funded. They include Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh, among others.
| 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 | |
| neo-wealth.com | 2021 | Mumbai, India | $12.66M | 388 | Wealth management, family office services, and investment opportunities are provided. | |
| nivesh.com | 2016 | Noida, India | $5.24M | 41 | Wealth management and financial products are provided online for individuals. | |
| etmoney.com | 2014 | Gurugram, India | – | 128 | App-based mutual fund investment platform |
Detailed competitors of Finatwork
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.
Web traffic of Finatwork
The website of Finatwork (finatwork.com) receives about 1.1K visits a month.
- Monthly visits1.1K
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as Finatwork (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
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 advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Finatwork
Finatwork was founded in 2011.
Finatwork is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
The primary company behind Finatwork, Finatwork Financial Services Private Limited, reported revenue of ₹81.1 Lakh for FY 2025, up 36% year on year.
Finatwork is a SEBI-registered investment advisor based in Bangalore, India, specializing in wealth management and financial planning. They deliver objective advice on equities, fixed income, and other assets, helping clients align investments with life goals through structured, client-centric approaches. Founded by IIT and IIM alumni, they serve busy professionals and families with diversified, goal-oriented solutions, emphasizing risk management and long-term wealth building.
Finatwork offers FinGPS, FinPAI, FinRetire, FinTax, and Equity (Indian).
Finatwork operates through Finatwork Financial Services Private Limited.
The legal entities of Finatwork currently have 3 directors, including Shanti Bansal, Saurabh Bansal, Om Prakash Bansal.