IFI Wealth Max

Mumbai, India Founded: 2022 • Age: 4 yrs
Offers investment, finance, insurance, taxation services to individuals and businesses.

About IFI Wealth Max

IFI Wealth Max is a Financial Services company based in Mumbai (India) founded in 2022. It offers investment, finance, insurance, taxation services to individuals and businesses. It operates on a B2C and B2B model. Its website ifiwealthmax.com draws about 681 thousand monthly visits. Its Indian entity Ifi Wealth Max Private Limited reported revenue of β‚Ή2.4 Lakh. IFI Wealth Max offers products and services including Mutual Funds, Fixed Deposits, Home Loan, Life Insurance, and Personal Finance. Its focus areas include Finance, Insurance, Risk Management and Life Insurance. Similar companies include UTI Mutual Fund, Avendus and 360 One; 2 of its 3 listed similar companies have raised funding.

Company details

IFI Wealth Max Private Limited, established in 2022, is a diversified financial service company based in Mumbai, India. It delivers one-stop solutions in investment, finance, insurance, and taxation, including mutual funds, loans, and insurance products. The company assists clients with wealth management and financial planning through online tools and personalized advice, focusing on individual and corporate needs while maintaining a client-centric approach.

  • Headquarters Mumbai, India
  • Employees 1
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website ifiwealthmax.com
  • Social YouTube
  • Legal Name Ifi Wealth Max Private Limited
  • Date of Incorporation 23 Sep, 2022
  • Jurisdiction Mumbai, Maharashtra, India
Key Metrics
  • Annual Revenue
    ₹2.4 Lakh

    FY 2024 · +58650% YoY

  • Net Loss
    -₹14,800

    FY 2024 · -6% margin

  • EBITDA
    -₹14,200

    FY 2024 · -6% margin

  • Employee Count
    1

Products & Services of IFI Wealth Max

IFI Wealth Max offers a comprehensive portfolio of products and services, including Mutual Funds, Fixed Deposits, Home Loan, Life Insurance, and Personal Finance.

Mutual Funds
Investment

Managed schemes for pooled investments and returns.

Fixed Deposits
Savings

Secure options with assured returns on deposits.

Home Loan
Loans

Financing for residential property purchases.

Life Insurance
Insurance

Protection against life risks and financial security.

Personal Finance
Financial Planning

Guidance on budgeting and wealth building strategies.

Apps and channels of IFI Wealth Max

its YouTube channel IFI Wealth Max Private Limited has 4 subscribers and 2 videos.

IFI Wealth Max Private Limited
YouTube 4 subscribers 2 videos Other
Open channel

Videos from IFI Wealth Max

The most watched videos on IFI Wealth Max's YouTube channel, IFI Wealth Max Private Limited (4 subscribers). Click a video to play it here.

Retirement Planning
58 views
SIP Patience is the key for Wealth Creation
11 views

More on IFI Wealth Max Private Limited.

Board of directors of Ifi Wealth Max Private Limited (IFI Wealth Max)

Ifi Wealth Max Private Limited is the primary company behind IFI Wealth Max. The board of Ifi Wealth Max Private Limited currently have 2 directors; the longest-serving is Hardik Ishvarlal Mavani, appointed in 2022.

DirectorDesignationAppointedTenureEntity
Hardik Ishvarlal Mavani
DIN 09747043
Director23 Sep 20224 yrs 1 moIfi Wealth Max Private Limited
Kalpana Ramesh Pokar
DIN 09747044
Director23 Sep 20224 yrs 1 moIfi Wealth Max Private Limited

Financials of IFI Wealth Max

Figures of Ifi Wealth Max Private Limited, the primary company behind IFI Wealth Max, for FY 2024. Revenue was ₹2.4 Lakh (+58650% year on year). Net loss was -₹14,800 (-6% margin). EBITDA was -₹14,200 (-6% margin).

  • ₹2.4 LakhRevenue · FY 2024 · +58650% YoY
  • -₹14,800Net loss · -6% margin
  • -₹14,200EBITDA · -6% margin
  • ₹1 LakhPaid-up capital

Balance sheet, profit and loss, cash flow and ratios of Ifi Wealth Max Private Limited are on its company page.

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Detailed financial statements for IFI Wealth Max

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

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Similar companies to IFI Wealth Max

IFI Wealth Max has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, Avendus and 360 One.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
utimf.com2001Mumbai, India$142.4M1,468
Mutual funds, portfolio management, and retirement planning services are offered.
avendus.com1999Mumbai, India$178.11M215
Corporate advisory and investment services are provided to clients.
360.one2008Mumbai, India65
Asset and wealth management software is provided for businesses.
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Detailed similar companies of IFI Wealth Max

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Web traffic of IFI Wealth Max

The website of IFI Wealth Max (ifiwealthmax.com) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

Similar websites

Websites whose visitors overlap most with IFI Wealth Max. Affinity shows how closely the audiences match.

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tofler.in
97%
556K#105,509View details
zaubacorp.com
96%
4.9M#12,689View details
tracxn.com
92%
2.9M#16,597View details
indiafilings.com
90%
2.1M#29,959View details
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β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 40 similar websites and full traffic analytics for IFI Wealth Max

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  • 40 similar websites
  • Audience overlap
  • Engagement analytics
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Verified entity values are shown only after access is granted.

Top companies in Insurance & Risk Management

3 companies that operate in the same segment as IFI Wealth Max (Insurance & Risk Management) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Health insurance plans are offered for individuals and families.
2006Chennai, Tamil Nadu, IndiaUSD 783.29 MUSD 1.9 B15,820
Life, health, and general insurance services are provided across India.
2001Mumbai, Maharashtra, IndiaUSD 306.52 MUSD 2.88 B16,700
Financial solutions including loans and insurance are offered.
2007Pune, Maharashtra, IndiaUSD 15.24 B126
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Frequently Asked Questions about IFI Wealth Max

IFI Wealth Max was founded in 2022.

IFI Wealth Max is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.

IFI Wealth Max has 1 employees.

The primary company behind IFI Wealth Max, Ifi Wealth Max Private Limited, reported revenue of β‚Ή2.4 Lakh for FY 2024, up 58650% year on year.

IFI Wealth Max Private Limited, established in 2022, is a diversified financial service company based in Mumbai, India. It delivers one-stop solutions in investment, finance, insurance, and taxation, including mutual funds, loans, and insurance products. The company assists clients with wealth management and financial planning through online tools and personalized advice, focusing on individual and corporate needs while maintaining a client-centric approach.

IFI Wealth Max's top competitors include UTI Mutual Fund, Avendus and 360 One.

IFI Wealth Max offers Mutual Funds, Fixed Deposits, Home Loan, Life Insurance, and Personal Finance.

IFI Wealth Max operates through Ifi Wealth Max Private Limited.

The legal entities of IFI Wealth Max currently have 2 directors, including Hardik Ishvarlal Mavani, Kalpana Ramesh Pokar.

The website of IFI Wealth Max receives about 681 thousand visits a month.

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