About iNivesh Wealth Advisory
iNivesh Wealth Advisory is a Financial Services company based in Mumbai (India) founded in 2015 by Pranay Matiyani. It offers a platform for personalized financial planning and investment management services. It operates on a B2C model. Its focus areas include Finance, Wealth Management, Investment Services and Financial Planning. Its legal entity in India is Inivesh Financial Services Group Llp (AAG-2191). Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
iNivesh Wealth Advisory, led by Pranay Matiyani as Founder, Managing Director, specializes in finance, managing wealth portfolios, investment services, and providing financial planning. Offers a platform for personalized financial planning and investment management services. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.
- Headquarters Mumbai, India
- Founders Pranay Matiyani
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website inivesh.com
- Legal Name Inivesh Financial Services Group Llp
- Date of Incorporation 22 Apr, 2016
- Jurisdiction Haldwani, Uttarakhand, India
Associated legal entities of iNivesh Wealth Advisory
iNivesh Wealth Advisory operates through Inivesh Financial Services Group Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Inivesh Financial Services Group Llp CIN AAG-2191 | Active | 22 Apr 2016 | Haldwani, Uttarakhand | 2 | View details |
Board of directors of Inivesh Financial Services Group Llp (iNivesh Wealth Advisory)
Inivesh Financial Services Group Llp is the primary company behind iNivesh Wealth Advisory. The board of Inivesh Financial Services Group Llp currently have 2 directors; the longest-serving is Pranay Matiyani, appointed in 2016.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Pranay Matiyani DIN 07070393 | Designated Partner | 22 Apr 2016 | 10 yrs 6 mo | Inivesh Financial Services Group Llp |
| Shashi Bhushan Prasad DIN 07070391 | Designated Partner | 22 Apr 2016 | 10 yrs 6 mo | Inivesh Financial Services Group Llp |
People of iNivesh Wealth Advisory
1 people are tracked at iNivesh Wealth Advisory (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder, Managing Director | Leadership |
Complete people profiles for iNivesh Wealth Advisory
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- Team structure
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Verified entity values are shown only after access is granted.
Similar companies to iNivesh Wealth Advisory
iNivesh Wealth Advisory 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 iNivesh Wealth Advisory
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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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 iNivesh Wealth Advisory (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 iNivesh Wealth Advisory
iNivesh Wealth Advisory was founded in 2015.
iNivesh Wealth Advisory is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
iNivesh Wealth Advisory, led by Pranay Matiyani as Founder, Managing Director, specializes in finance, managing wealth portfolios, investment services, and providing financial planning. Offers a platform for personalized financial planning and investment management services. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.
iNivesh Wealth Advisory operates through Inivesh Financial Services Group Llp.
The legal entities of iNivesh Wealth Advisory currently have 2 directors, including Pranay Matiyani, Shashi Bhushan Prasad.