FundExpert

Bengaluru, India Founded: 2016 • Age: 10 yrs Acquired By Kotak Securities
Automated mutual fund investing platform
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About FundExpert

FundExpert is a company based in Bengaluru (India) founded in 2016 by Prashant Bhargava was acquired by Kotak Securities in September 2022.. FundExpert has raised $88.82 thousand across 1 funding round from investors including Kotak Securities, Jingen and Amit Mehta. FundExpert operates in a competitive market with competitors including Kristal, Wahed, Orowealth, 5 nce and Elever, among others.

  • Headquarter Bengaluru, India
  • Founders Prashant Bhargava
  • Stage Minicorn
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $88.82 K (USD)

    in 1 rounds

  • Latest Funding Round
    $88.82 K (USD), Angel Round

    May 01, 2021

  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Kotak Securities

    (Sep 09, 2022)

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Funding Insights of FundExpert

FundExpert has successfully raised a total of $88.82K through 1 strategic funding round. The most recent funding activity was a Angel Round round of $88.82 thousand completed in May 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.

  • Total Funding
  • Total Rounds 1
  • Last Round Angel Round — $88,816
  • First Round

    (01 May 2021)

  • Investors Count 10
Date Amount Transaction Name Valuation Lead Investors Investors
May, 2021 Amount Angel Round - FundExpert Valuation Jingen
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in FundExpert

FundExpert has secured backing from 11 investors, including angel and institutional investors. Prominent investors backing the company include Kotak Securities, Jingen and Amit Mehta. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Angel
Investor Description Founded Year Domain Location
Online platform for stock trading, mutual funds, and investment tools.
Founded Year Domain Location

Jingen

-
Founded Year Domain Location

Amit Mehta

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Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by FundExpert

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - FundExpert

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Fundexpert Comparisons

Employees
+
Add Comparison
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Competitors of FundExpert

FundExpert 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 Kristal, Wahed, Orowealth, 5 nce and Elever, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
AI-based asset management is offered for individual investors.
domain founded_year HQ Location
Shariah-compliant investments and savings are offered to individuals.
domain founded_year HQ Location
Platform for alternative asset and mutual fund investments is provided.
domain founded_year HQ Location
AI-powered investment and financial advisory services are provided.
domain founded_year HQ Location
Goal-based investments are enabled via an app-based platform.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Fundexpert

Frequently Asked Questions about FundExpert

When was FundExpert founded?

FundExpert was founded in 2016 and raised its 1st funding round 5 years after it was founded.

Where is FundExpert located?

FundExpert is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.

Is FundExpert a funded company?

FundExpert is a funded company, having raised a total of $88.82K across 1 funding round to date. The company's 1st funding round was a Angel Round of $88.82K, raised on May 01, 2021.

What does FundExpert do?

FundExpert was founded in 2016 in Bengaluru, India, as an online platform for mutual fund investments. Funds are shortlisted by the companys algorithm, or systematic investment plans (SIPs) are initiated on user-chosen options. Services include SafeInvest for tax-free returns, FlexiInvest for pre-selected funds, and RoboInvest for algorithm-driven high-return selections. The platform operates under Gumption Labs, which secured 50,000 from VilCap in January 2017.

Who are the top competitors of FundExpert?

FundExpert's top competitors include Kristal, Wahed and reliancesmartmoney.com.

Who are FundExpert's investors?

FundExpert has 11 investors. Key investors include Kotak Securities, Jingen, Amit Mehta, Pinky Akash Kumar, and Khivraj Sancheti F.

What is FundExpert's valuation?

The valuation of FundExpert is $1.3M as of May 2021.

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