FundExpert

Bengaluru, India Founded: 2016 • Age: 10 yrs Acquired By Kotak Securities
Automated mutual fund investing platform
Annual revenue - Latest available
Total funding $88,816 1 rounds
Employees - Tracked headcount
Investors 11 Known backers
Products - Services tracked
Competitors 8 Brand Intelligence

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
    Locked
  • Phone
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  • Website
    Locked
  • Social
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • 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
    Not available
  • 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 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.

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.

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

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Amit Mehta

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Investor details for FundExpert

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

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by FundExpert

Investments
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Investment portfolio details for FundExpert

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  • Portfolio identities
  • Transaction dates
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Financial Statements - FundExpert

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Detailed financials for FundExpert

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  • Historical revenue
  • Profit trends
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Fundexpert Comparisons

FundExpert Primary company
Description
Automated mutual fund investing platform
Location
Bengaluru, India
Founded Year
2016
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for FundExpert

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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  • Operating benchmarks

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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.

Company Name Domain Founded year HQ Location Description
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AI-based asset management is offered for individual investors.
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Shariah-compliant investments and savings are offered to individuals.
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Platform for alternative asset and mutual fund investments is provided.
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AI-powered investment and financial advisory services are provided.
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Goal-based investments are enabled via an app-based platform.
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Detailed competitors of FundExpert

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Latest news on Fundexpert

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Complete news archive for FundExpert

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

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Frequently Asked Questions about FundExpert

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

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

FundExpert is a funded company, having raised a total of $88.82K across 1 funding round to date.

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.

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

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

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

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