About Helios Mutual Fund
Helios Mutual Fund is a company based in Mumbai (India) founded in 2005. It operates as a B2C and B2B. The company has 1 employees as of March 31, 2023. Helios Mutual Fund offers products and services including Helios Flexicap Fund, Helios Balanced Advantage Fund, Helios Financial Services Fund, Helios Large & Mid Cap Fund, and Helios Overnight Fund. Helios Mutual Fund operates in a competitive market with competitors including Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
- Headquarter Mumbai, India
- Employees 1 as on 31 Mar, 2023
-
Sectors
Financial Services
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Helios Trustee Private Limited
- Date of Incorporation 06 Jan, 2023
- Jurisdiction Mumbai, Maharashtra, India
-
Annual Revenue
Not available
-
Net Profit
-$1.9 K (USD)0as on Mar 31, 2023
-
EBITDA
-$1.9 K (USD)0as on Mar 31, 2023
-
Latest Funding Round
Not available
-
Investors
Not available
-
Employee Count
1
as on Mar 31, 2023
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Helios Mutual Fund
Helios Mutual Fund offers a comprehensive portfolio of products and services, including Helios Flexicap Fund, Helios Balanced Advantage Fund, Helios Financial Services Fund, Helios Large & Mid Cap Fund, and Helios Overnight Fund.
Dynamic equity scheme investing in large, mid, and small cap stocks.
Open-ended fund for dynamic asset allocation and balanced investments.
Equity scheme focused on financial services sector investments.
Scheme investing in large and mid cap stocks for growth.
Debt scheme with low risk, investing in overnight securities.
Predominantly invests in mid cap stocks for higher returns.
Funding Insights of Helios Mutual Fund
Detailed funding history for Helios Mutual Fund
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Helios Mutual Fund
Investment portfolio details for Helios Mutual Fund
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Helios Mutual Fund
Detailed financials for Helios Mutual Fund
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Helios Mutual Fund Comparisons
Peer comparison for Helios Mutual Fund
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Helios Mutual Fund
Helios Mutual Fund 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 Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| Locked | Locked | Locked |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
|
| Locked | Locked | Locked |
Mutual funds, portfolio management, and retirement planning services are offered.
|
|
| Locked | Locked | Locked |
Commercial banking and asset management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Financial services are provided to asset managers worldwide.
|
|
| Locked | Locked | Locked |
Asset and wealth management software is provided for businesses.
|
Detailed competitors of Helios Mutual Fund
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Helios Mutual Fund
Complete news archive for Helios Mutual Fund
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Helios Mutual Fund
Helios Mutual Fund was founded in 2005.
Helios Mutual Fund is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
As of Mar 31, 2023, the latest employee count at Helios Mutual Fund is 1.
Helios Mutual Fund, based in Mumbai, India, manages a variety of mutual fund schemes including equity, hybrid, and debt options. They emphasize investment philosophy, research processes, and risk management to serve individual and institutional investors. Funds like Flexicap and Balanced Advantage are available for subscription through their platform, focusing on diverse asset classes and market conditions.
Helios Mutual Fund's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Helios Mutual Fund offers Helios Flexicap Fund, Helios Balanced Advantage Fund, Helios Financial Services Fund, Helios Large & Mid Cap Fund, and 2 more products and services.