About Finzard
Finzard is a Financial Services company based in Mumbai (India) founded in 2021 by Harsh Shah and Sahana Shah. App for managing investments, goals, cash flow, and risk profiles effectively. It operates on a B2C and D2C model. Its chief executive, as recorded, is Harsh Shah. Finzard offers products and services including Goal Planning, Investment Management, Cash Flow Management, and Insurance Coverage Review. Its focus areas include FinTech, Investment Tech, Financial Planning and Wealth Management. Its legal entity in India is Fingo App Private Limited (U72900MH2020PTC340740). Its competitors include Dezerv, Wealthy and Nivesh; 3 of its 3 listed competitors have raised funding.
Company details
Finzard is a mobile app that provides automated financial planning through intelligent graphs, reminders, and goal organization. It enables users to link portfolios with platforms like Zerodha for consolidated investment tracking, cash flow management, and insurance reviews. The app analyzes budgets, risks, and recommendations to help users grow their net worth. While integrated with various financial services, its primary focus is on personal finance tools.
- Headquarters Mumbai, India
- Founders Harsh Shah, Sahana Shah
- SectorsFinancial Services
- Website finzard.com
- Social LinkedIn Facebook Instagram
- Legal Name Fingo App Private Limited
- Date of Incorporation 17 Jun, 2020
- Jurisdiction Mumbai, Maharashtra, India
- Net Loss-₹2.1 Lakh
FY 2022 · 0% margin
- EBITDA-₹2.1 Lakh
FY 2022 · 0% margin
Associated legal entities of Finzard
Finzard operates through Fingo App Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2022) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Fingo App Private Limited CIN U72900MH2020PTC340740 | Active | 17 Jun 2020 | Mumbai, Maharashtra | 2 | View details |
Products & Services of Finzard
Finzard offers a comprehensive portfolio of products and services, including Goal Planning, Investment Management, Cash Flow Management, and Insurance Coverage Review.
Feature for organizing and tracking financial goals and budgets.
Tool to link and monitor investments like stocks and mutual funds.
System for tracking transactions and spending limits.
App function to evaluate and manage insurance needs.
Board of directors of Fingo App Private Limited (Finzard)
Fingo App Private Limited is the primary company behind Finzard. The board of Fingo App Private Limited currently have 2 directors; the longest-serving is Harsh Nalin Shah, appointed in 2020.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Harsh Nalin Shah DIN 08285452 | Director | 17 Jun 2020 | 6 yrs 4 mo | Fingo App Private Limited |
| Sahana Shah DIN 08284318 | Director | 17 Jun 2020 | 6 yrs 4 mo | Fingo App Private Limited |
People of Finzard
2 people are tracked at Finzard (2 in leadership).
| Name | Role | Group |
|---|---|---|
| Co-Founder, CEO | Leadership | |
| Co-Founder | Leadership |
Complete people profiles for Finzard
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Finzard
Figures of Fingo App Private Limited, the primary company behind Finzard, for FY 2022. Net loss was -₹2.1 Lakh (0% margin). EBITDA was -₹2.1 Lakh (0% margin).
- -₹2.1 LakhNet loss · 0% margin
- -₹2.1 LakhEBITDA · 0% margin
- ₹1 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Fingo App Private Limited are on its company page.
Detailed financial statements for Finzard
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 Finzard
Finzard has 3 listed competitors in our database, 3 of them funded. They include Dezerv, Wealthy and Nivesh.
| 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. | |
| nivesh.com | 2016 | Noida, India | $5.24M | 41 | Wealth management and financial products are provided online for individuals. |
Detailed competitors of Finzard
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.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Finzard (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
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 consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about Finzard
Finzard was founded in 2021.
Finzard is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Harsh Shah is the CEO of Finzard, as recorded in our data. They have also founded this company.
Finzard is a mobile app that provides automated financial planning through intelligent graphs, reminders, and goal organization. It enables users to link portfolios with platforms like Zerodha for consolidated investment tracking, cash flow management, and insurance reviews. The app analyzes budgets, risks, and recommendations to help users grow their net worth. While integrated with various financial services, its primary focus is on personal finance tools.
Finzard offers Goal Planning, Investment Management, Cash Flow Management, and Insurance Coverage Review.
Finzard operates through Fingo App Private Limited.
The legal entities of Finzard currently have 2 directors, including Harsh Nalin Shah, Sahana Shah.