About Helios Mutual Fund
Helios Mutual Fund is a Financial Services company based in Mumbai (India) founded in 2005. It provides mutual funds for equity, hybrid, debt, and overnight investments in India. It operates on a B2C and B2B model. The company has 1 employees. Its website heliosmf.in draws about 43 thousand monthly visits. Its Indian entity Helios Trustee Private Limited reported revenue of ₹66.2 Lakh. 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. Its focus areas include FinTech, Investment Tech, Mutual Funds and Hybrid Funds. Similar companies include UTI Mutual Fund, 360 One and Sundaram Finance; 1 of its 3 listed similar companies has raised funding.
Company details
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.
- Headquarters Mumbai, India
- Employees 1
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website heliosmf.in
- Social LinkedIn X Instagram YouTube
- Legal Name Helios Trustee Private Limited
- Date of Incorporation 06 Jan, 2023
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹66.2 Lakh
FY 2026 · +1% YoY
- Net Profit₹2.6 Lakh
FY 2026 · 4% margin
- EBITDA₹3.5 Lakh
FY 2026 · 5% margin
- Employee Count1
Associated legal entities of Helios Mutual Fund
Helios Mutual Fund operates through Helios Trustee Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Helios Trustee Private Limited CIN U67100MH2023FTC396998 | Active | 06 Jan 2023 | Mumbai, Maharashtra | ₹0.7 Cr | 5 | View details |
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.
Apps and channels of Helios Mutual Fund
its YouTube channel Helios Mutual Fund has 53.8K subscribers and 19 videos.
Videos from Helios Mutual Fund
The most watched videos on Helios Mutual Fund's YouTube channel, Helios Mutual Fund (53.8K subscribers). Click a video to play it here.
More on Helios Mutual Fund.
Board of directors of Helios Trustee Private Limited (Helios Mutual Fund)
Helios Trustee Private Limited is the primary company behind Helios Mutual Fund. The board of Helios Trustee Private Limited currently have 4 directors; the longest-serving is Kodumudi Pranatharthiharan Krishnan, appointed in 2023. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Kodumudi Pranatharthiharan Krishnan DIN 01099097 | Director | 06 Jan 2023 | 3 yrs 9 mo | Helios Trustee Private Limited |
| Nawal Kishore Gupta DIN 09852809 | Director | 06 Jan 2023 | 3 yrs 9 mo | Helios Trustee Private Limited |
| Sanjeev Aga DIN 00022065 | Director | 08 May 2023 | 3 yrs 5 mo | Helios Trustee Private Limited |
| Jayanta Nath Mukhopadhyaya DIN 09015844 | Director | 05 Jun 2023 | 3 yrs 4 mo | Helios Trustee Private Limited |
People of Helios Mutual Fund
1 people are tracked at Helios Mutual Fund (1 in leadership); the tracked headcount is 1.
| Name | Role | Group |
|---|---|---|
Dinshaw Irani | CEO and CIO | Leadership |
Complete people profiles for Helios Mutual Fund
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Financials of Helios Mutual Fund
Figures of Helios Trustee Private Limited, the primary company behind Helios Mutual Fund, for FY 2026. Revenue was ₹66.2 Lakh (+1% year on year). Net profit was ₹2.6 Lakh (4% margin). EBITDA was ₹3.5 Lakh (5% margin).
- ₹66.2 LakhRevenue · FY 2026 · +1% YoY
- ₹2.6 LakhNet profit · 4% margin
- ₹3.5 LakhEBITDA · 5% margin
- ₹5 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Helios Trustee Private Limited are on its company page.
Detailed financial statements for Helios Mutual Fund
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Similar companies to Helios Mutual Fund
Helios Mutual Fund has 3 listed similar companies in our database, 1 of them funded. They include UTI Mutual Fund, 360 One and Sundaram Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| sundaramfinance.in | 1954 | Chennai, India | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services |
Detailed similar companies of Helios Mutual Fund
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Web traffic of Helios Mutual Fund
The website of Helios Mutual Fund (heliosmf.in) receives about 42.7K visits a month and ranks #419,567 among all websites worldwide, #4,289 in Investing.
- Monthly visits42.7K
▼ 38.6% vs previous month
- Unique visitors33.8K
per month
- Global rank#419,567
among all websites
- Category rank#4,289
Finance · Investing
- Bounce rate40%
- Pages per visit3.4
- Average visit3 min 04 sec
- DevicesDesktop 38% · Mobile 62%
Websites whose visitors overlap most with Helios Mutual Fund. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| unionmf.com | 97% | 47.6K | #502,948 | View details | |
| samcomf.com | 94% | 41.7K | #824,299 | View details | |
| itiamc.com | 91% | 22.6K | #883,272 | View details | |
| shriramamc.in | 85% | 31.3K | #1,228,717 | View details | |
| quantumamc.com | 73% | 45.1K | #592,668 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for Helios Mutual Fund
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Related news about Helios Mutual Fund
Complete news archive for Helios Mutual Fund
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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.
Helios Mutual Fund has 1 employees.
The primary company behind Helios Mutual Fund, Helios Trustee Private Limited, reported revenue of ₹66.2 Lakh for FY 2026, up 1% year on year.
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 UTI Mutual Fund, Sundaram Finance and 360 One.
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.
Helios Mutual Fund operates through Helios Trustee Private Limited.
The legal entities of Helios Mutual Fund currently have 5 directors, including Kodumudi Pranatharthiharan Krishnan, Nawal Kishore Gupta, Sanjeev Aga and others.