About FinX Wealth
FinX Wealth is a Financial Services company based in Thane (India) founded in 2018. It offers mutual funds, insurance, bonds, loans, and portfolio management to individual clients. It operates on a B2C model. Its Indian entity Finx Wealth Private Limited reported revenue of ₹8 Lakh. FinX Wealth offers products and services including Mutual Funds, Insurance, Bonds, Portfolio Management, and Loans. Its focus areas include FinTech, Investment Tech, Financial Advisory and Portfolio Management. Its competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services; 2 of its 3 listed competitors have raised funding.
Company details
FinX Wealth Private Limited operates as a registered mutual fund distributor, providing services like mutual funds, insurance, bonds, fixed deposits, and portfolio management. Based in Thane, India, they offer online transaction facilities and financial advice to help clients with investment planning and wealth creation. They earn commissions from mutual fund companies without charging fees for tools, focusing on individual investors seeking reliable financial guidance.
- Headquarters Thane, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website finx.in
- Social Facebook Instagram YouTube
- Legal Name Finx Wealth Private Limited
- Date of Incorporation 12 Apr, 2023
- Jurisdiction Thane, Maharashtra, India
- Annual Revenue₹8 Lakh
FY 2025 · +1454% YoY
- Net Profit₹1.1 Lakh
FY 2025 · 14% margin
- EBITDA₹1.1 Lakh
FY 2025 · 14% margin
Associated legal entities of FinX Wealth
FinX Wealth operates through Finx Wealth 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 |
|---|---|---|---|---|---|---|---|
| Finx Wealth Private Limited CIN U64199MH2023PTC400619 | Active | 12 Apr 2023 | Thane, Maharashtra | ₹0.1 Cr | 2 | View details |
Products & Services of FinX Wealth
FinX Wealth offers a comprehensive portfolio of products and services, including Mutual Funds, Insurance, Bonds, Portfolio Management, and Loans.
Facilitates investments in mutual funds for wealth building.
Provides insurance plans for risk coverage and security.
Offers bond investments for stable returns and income.
Manages investment portfolios to optimize client returns.
Assists with loan options for personal and corporate needs.
Apps and channels of FinX Wealth
its YouTube channel FinX Wealth has 80 subscribers and 30 videos.
Videos from FinX Wealth
The most watched videos on FinX Wealth's YouTube channel, FinX Wealth (80 subscribers). Click a video to play it here.
More on FinX Wealth.
Board of directors of Finx Wealth Private Limited (FinX Wealth)
Finx Wealth Private Limited is the primary company behind FinX Wealth. The board of Finx Wealth Private Limited currently have 2 directors; the longest-serving is Vivek Kumar Rathi, appointed in 2023.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vivek Kumar Rathi DIN 07840348 | Managing Director | 12 Apr 2023 | 3 yrs 6 mo | Finx Wealth Private Limited |
| Ramesh Chandra Rathi DIN 10115246 | Whole-time director | 12 Apr 2023 | 3 yrs 6 mo | Finx Wealth Private Limited |
Financials of FinX Wealth
Figures of Finx Wealth Private Limited, the primary company behind FinX Wealth, for FY 2025. Revenue was ₹8 Lakh (+1454% year on year). Net profit was ₹1.1 Lakh (14% margin). EBITDA was ₹1.1 Lakh (14% margin).
- ₹8 LakhRevenue · FY 2025 · +1454% YoY
- ₹1.1 LakhNet profit · 14% margin
- ₹1.1 LakhEBITDA · 14% margin
- ₹1 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Finx Wealth Private Limited are on its company page.
Detailed financial statements for FinX Wealth
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 FinX Wealth
FinX Wealth has 3 listed competitors in our database, 2 of them funded. They include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| prudentcorporate.com | 2000 | Ahmedabad, India | $138,131 | 677 | Provider of financial products and investment services | |
| reliancecapital.co.in | 1986 | Mumbai, India | 18,360 | Financial services including loans, insurance, and asset management are provided. | ||
| equentis.com | 2015 | Mumbai, India | $10.59M | 1,602 | Investment advisory and research platform |
Detailed competitors of FinX Wealth
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 FinX Wealth
The website of FinX Wealth (finx.in) receives about 2.1K visits a month.
- Monthly visits2.1K
▲ 15.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as FinX Wealth (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about FinX Wealth
FinX Wealth was founded in 2018.
FinX Wealth is headquartered in Thane, India. It is registered at Thane, Maharashtra, India.
The primary company behind FinX Wealth, Finx Wealth Private Limited, reported revenue of ₹8 Lakh for FY 2025, up 1454% year on year.
FinX Wealth Private Limited operates as a registered mutual fund distributor, providing services like mutual funds, insurance, bonds, fixed deposits, and portfolio management. Based in Thane, India, they offer online transaction facilities and financial advice to help clients with investment planning and wealth creation. They earn commissions from mutual fund companies without charging fees for tools, focusing on individual investors seeking reliable financial guidance.
FinX Wealth's top competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
FinX Wealth offers Mutual Funds, Insurance, Bonds, Portfolio Management, and Loans.
FinX Wealth operates through Finx Wealth Private Limited.
The legal entities of FinX Wealth currently have 2 directors, including Vivek Kumar Rathi, Ramesh Chandra Rathi.