About I wealth
I wealth is a Financial Services company based in Mumbai (India). Investment firm specializing in technology-driven strategies, risk management, and market research. It operates on a B2B and D2C model. Its Indian entity I - Wealth Management Private Limited reported revenue of ₹68.3 Lakh. I wealth offers products and services including Investment Fund, Research Services, and Newsletters. Its focus areas include FinTech, Investment Tech, Wealth Management and Risk-Adjusted Returns. Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
iWealth India is an investment management company that uses technology, macro and micro economic analysis, and market trends to manage investments. It focuses on minimizing risks and maximizing returns through disciplined strategies. Based in Mumbai, India, it serves individual and institutional investors with research-backed services and data-driven approaches. The firm emphasizes ethical standards and robust processes for sustained wealth creation.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Email••••••••
- Website iwealthindia.com
- Social LinkedIn X YouTube
- Legal Name I - Wealth Management Private Limited
- Date of Incorporation 25 Jun, 2007
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹68.3 Lakh
FY 2020 · +15% YoY
- Net Profit₹7.2 Lakh
FY 2020 · 11% margin
- EBITDA₹6.9 Lakh
FY 2020 · 10% margin
Associated legal entities of I wealth
I wealth operates through I - Wealth Management Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2020) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| I - Wealth Management Private Limited CIN U74140MH2007PTC171976 | Active | 25 Jun 2007 | Mumbai, Maharashtra | ₹0.7 Cr | 2 | View details |
Products & Services of I wealth
I wealth offers a comprehensive portfolio of products and services, including Investment Fund, Research Services, and Newsletters.
Manages investments with technology and economic analysis for returns
Provides market insights and strategies based on data
Delivers updates on market trends and investment advice
Apps and channels of I wealth
its YouTube channel IWealth Management has 15 subscribers and 2 videos.
Videos from I wealth
The most watched videos on I wealth's YouTube channel, IWealth Management (15 subscribers). Click a video to play it here.
More on IWealth Management.
Board of directors of I - Wealth Management Private Limited (I wealth)
I - Wealth Management Private Limited is the primary company behind I wealth. The board of I - Wealth Management Private Limited currently have 2 directors; the longest-serving is Bharat Prakashchand Jain, appointed in 2007.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Bharat Prakashchand Jain DIN 01196976 | Director | 25 Jun 2007 | 19 yrs 4 mo | I - Wealth Management Private Limited |
| Ashita Jain DIN 01193528 | Director | 25 Jun 2007 | 19 yrs 4 mo | I - Wealth Management Private Limited |
Financials of I wealth
Figures of I - Wealth Management Private Limited, the primary company behind I wealth, for FY 2020. Revenue was ₹68.3 Lakh (+15% year on year). Net profit was ₹7.2 Lakh (11% margin). EBITDA was ₹6.9 Lakh (10% margin). Revenue has grown at a compounded annual rate of +25% over three years and +13% over five years.
- ₹68.3 LakhRevenue · FY 2020 · +15% YoY
- ₹7.2 LakhNet profit · 11% margin
- ₹6.9 LakhEBITDA · 10% margin
- ₹1 LakhPaid-up capital
- +25%Revenue CAGR, 3 years
- +13%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of I - Wealth Management Private Limited are on its company page.
Detailed financial statements for I wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Verified entity values are shown only after access is granted.
Similar companies to I wealth
I wealth has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of I wealth
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Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as I wealth (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 1.98 M | 376 |
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Frequently Asked Questions about I wealth
I wealth is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind I wealth, I - Wealth Management Private Limited, reported revenue of ₹68.3 Lakh for FY 2020, up 15% year on year.
iWealth India is an investment management company that uses technology, macro and micro economic analysis, and market trends to manage investments. It focuses on minimizing risks and maximizing returns through disciplined strategies. Based in Mumbai, India, it serves individual and institutional investors with research-backed services and data-driven approaches. The firm emphasizes ethical standards and robust processes for sustained wealth creation.
I wealth offers Investment Fund, Research Services, and Newsletters.
I wealth operates through I - Wealth Management Private Limited.
The legal entities of I wealth currently have 2 directors, including Bharat Prakashchand Jain, Ashita Jain.