About FundExpert Fintech
FundExpert Fintech is a Financial Services company based in Bengaluru (India) founded in 2019. It offers portfolio management solutions for wealth managers. It operates on a B2B model. Its Indian entity Fundexpert Fintech Private Limited reported revenue of ₹57.5 Lakh. Its focus areas include Fintech, Portfolio Management and Wealth Management. Its competitors include Fintso and MProfit; 2 of its 2 listed competitors have raised funding.
Company details
FundExpert Fintech offers portfolio management solutions for wealth managers through offering financial products and advice, fintech, managing investment portfolios, and managing wealth portfolios. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Bengaluru, India
- SectorsFinancial Services
- Website fundexpertfintech.com
- Legal Name Fundexpert Fintech Private Limited
- Date of Incorporation 14 Jan, 2020
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹57.5 Lakh
FY 2024 · -96% YoY
- Net Loss-₹16.8 Lakh
FY 2024 · -29% margin
- EBITDA-₹12.1 Lakh
FY 2024 · -21% margin
Associated legal entities of FundExpert Fintech
FundExpert Fintech operates through Fundexpert Fintech Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Fundexpert Fintech Private Limited CIN U65999KA2020PTC131586 | Active | 14 Jan 2020 | Bangalore, Karnataka | ₹0.6 Cr | 2 | View details |
Board of directors of Fundexpert Fintech Private Limited (FundExpert Fintech)
Fundexpert Fintech Private Limited is the primary company behind FundExpert Fintech. The board of Fundexpert Fintech Private Limited currently have 2 directors; the longest-serving is Anuraag Saboo, appointed in 2020.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Anuraag Saboo DIN 01452760 | Whole-time director | 14 Jan 2020 | 6 yrs 9 mo | Fundexpert Fintech Private Limited |
| Amit Sharda DIN 02881197 | Whole-time director | 14 Jan 2020 | 6 yrs 9 mo | Fundexpert Fintech Private Limited |
Financials of FundExpert Fintech
Figures of Fundexpert Fintech Private Limited, the primary company behind FundExpert Fintech, for FY 2024. Revenue was ₹57.5 Lakh (-96% year on year). Net loss was -₹16.8 Lakh (-29% margin). EBITDA was -₹12.1 Lakh (-21% margin). Revenue has grown at a compounded annual rate of +47% over three years.
- ₹57.5 LakhRevenue · FY 2024 · -96% YoY
- -₹16.8 LakhNet loss · -29% margin
- -₹12.1 LakhEBITDA · -21% margin
- ₹1.1 LakhPaid-up capital
- +47%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Fundexpert Fintech Private Limited are on its company page.
Detailed financial statements for FundExpert Fintech
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Competitors of FundExpert Fintech
FundExpert Fintech has 2 listed competitors in our database, 2 of them funded. They include Fintso and MProfit.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fintso.com | 2019 | Mumbai, India | $5.77M | 37 | Digital wealth tools are provided to empower financial advisors. | |
| mprofit.in | 2007 | Mumbai, India | $2M | 68 | Multi-asset investment portfolios are tracked and consolidated by the platform. |
Detailed competitors of FundExpert Fintech
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as FundExpert Fintech (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 105.66 M | 376 |
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Related news about Fundexpert Fintech
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Frequently Asked Questions about FundExpert Fintech
FundExpert Fintech was founded in 2019.
FundExpert Fintech is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
The primary company behind FundExpert Fintech, Fundexpert Fintech Private Limited, reported revenue of ₹57.5 Lakh for FY 2024, down 96% year on year.
FundExpert Fintech offers portfolio management solutions for wealth managers through offering financial products and advice, fintech, managing investment portfolios, and managing wealth portfolios. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
FundExpert Fintech operates through Fundexpert Fintech Private Limited.
The legal entities of FundExpert Fintech currently have 2 directors, including Anuraag Saboo, Amit Sharda.