FinIdeas

Surat, India Founded: 2002 • Age: 24 yrs
Wealth management services are provided to clients in India.
Annual revenue $364,451 Latest available
Total funding $133,672 1 rounds
Employees 1 Tracked headcount
Investors 2 Known backers
Products 2 Services tracked
Competitors 9 Brand Intelligence

About FinIdeas

FinIdeas is a company based in Surat (India) founded in 2002 by Udipth Talera and Govind Jhawar. FinIdeas has raised $133.67 thousand across 1 funding round from investors including Lemon Fundz and Shankar Vailaya. The company has 1 employees as of December 13, 2024. FinIdeas offers products and services including Index Long Term Strategy and Finideas Growth Fund. FinIdeas operates in a competitive market with competitors including Muthoot Fincorp, Stratzy, Motilal Oswal Private Wealth, Muthoot Group and Fortune Wealth Management, among others.

  • Headquarter Surat, India
  • Employees 1 as on 13 Dec, 2024
  • Founders Udipth Talera, Govind Jhawar
  • Stage Minicorn
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Finideas Investment Advisor Pvt. Ltd.
  • Jurisdiction Surat, Gujarat, India
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $364.45 K (USD)
    41647.44
    as on Mar 31, 2024
  • Net Profit
    $35.29 K (USD)
    1387.16
    as on Mar 31, 2024
  • EBITDA
    $63.07 K (USD)
    1888.09
    as on Mar 31, 2024
  • Total Equity Funding
    $133.67 K (USD)

    in 1 rounds

  • Latest Funding Round
    $133.67 K (USD), Seed

    Oct 07, 2021

  • Investors
    Lemon Fundz

    & 1 more

  • Employee Count
    1

    as on Dec 13, 2024

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Products & Services of FinIdeas

FinIdeas offers a comprehensive portfolio of products and services, including Index Long Term Strategy and Finideas Growth Fund.

Product name locked
Category locked
Primary

Offers equity returns with debt safety through hedging

Product name locked
Category locked
Locked

Manages investments with algorithmic strategies for high returns

Funding Insights of FinIdeas

FinIdeas has successfully raised a total of $133.67K through 1 strategic funding round. The most recent funding activity was a Seed round of $133.67 thousand completed in October 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in FinIdeas

FinIdeas has secured backing from 2 investors, including institutional and angel investors. Prominent investors backing the company include Lemon Fundz and Shankar Vailaya.

All
Institutional
Angel
Investor Description Founded Year Domain Location
Investment services encompassing mutual funds, insurance, and fixed deposits in India.
Locked Locked Locked

Shankar Vailaya

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Investor details for FinIdeas

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
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  • Participation history

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Investments & Acquisitions by FinIdeas

Investments
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Investment portfolio details for FinIdeas

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  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - FinIdeas

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Detailed financials for FinIdeas

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  • Profit trends
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Finideas Comparisons

FinIdeas Primary company
Description
Wealth management services are provided to clients in India.
Location
Surat, India
Founded Year
2002
Annual Revenue
$364.45 K (USD)
Net Profit
$35.29 K (USD)
EBITDA
$63.07 K (USD)
Employees
1
As of 2024
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Peer comparison for FinIdeas

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Competitors of FinIdeas

FinIdeas 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, Stratzy, Motilal Oswal Private Wealth, Muthoot Group and Fortune Wealth Management, among others.

Company Name Domain Founded year HQ Location Description
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Non-banking financial company specializes in providing a range of financial products & services
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Provider of wealth management services
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Offers comprehensive wealth management services, including portfolio advisory and financial planning.
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Diversified operations are conducted across multiple industries by Muthoot Group.
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Provides investment management, broking, and wealth creation services for clients in India.
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Investment management services are provided to clients by the firm.
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Detailed competitors of FinIdeas

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  • Domains and locations
  • Full company profiles
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Latest news on Finideas

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Complete news archive for FinIdeas

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about FinIdeas

FinIdeas was founded in 2002 and raised its 1st funding round 19 years after it was founded.

FinIdeas is headquartered in Surat, India. It is registered at Surat, Gujarat, India.

FinIdeas is a funded company, having raised a total of $133.67K across 1 funding round to date.

As of Dec 13, 2024, the latest employee count at FinIdeas is 1.

Annual revenue of FinIdeas is $364.45K as on Mar 31, 2024.

FinIdeas was established in 2002 in Surat, India, as a provider of wealth management services. Operations focus on financial advisory and investment management within the fintech sector. Services include portfolio management, financial planning, and risk assessment, primarily serving individual and institutional clients in the region. Leadership is held by co-founders Udipth Talera and Govind Jhawar, with the company maintaining a presence through its domain finideas.com.

FinIdeas's top competitors include Stratzy, Muthoot Fincorp and Muthoot Group.

FinIdeas offers Index Long Term Strategy and Finideas Growth Fund.

FinIdeas has 2 investors. Key investors include Lemon Fundz, and Shankar Vailaya.

The valuation of FinIdeas is $2.81M as of Oct 2021.

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