About InServ Financial
InServ Financial is a Technology company based in Noida (India) founded in 2021. It offers mutual fund investments, SIP, and portfolio management for financial goals. It operates on a B2C model in Technology and Financial Services sectors. Its Indian entity Inserv Financial Services Private Limited reported revenue of ₹31.1 Lakh. InServ Financial offers products and services including Mutual Fund Services, SIP Services, Portfolio Management, and Retirement Planning. Its focus areas include FinTech, Investment Tech, Financial Planning and Retirement and Education Advisory. Similar companies include UTI Mutual Fund, Avendus and 360 One; 2 of its 3 listed similar companies have raised funding.
Company details
InServ Financial Services Private Limited operates as a registered mutual fund distributor in India, focusing on services like systematic investment plans, portfolio management, and planning for child education and retirement. They use online tools for KYC completion and financial calculations, assisting clients with personalized advice. Based in Noida with offices in Bangalore and Ranchi, they cater to individual investors seeking wealth creation through mutual funds.
- Headquarters Noida, India
- SectorsTechnologyFinancial Services
- Email••••••••
- Phone•••• ••••
- Website inservfinancial.com
- Legal Name Inserv Financial Services Private Limited
- Date of Incorporation 09 Aug, 2021
- Jurisdiction Noida, Uttar Pradesh, India
- Annual Revenue₹31.1 Lakh
FY 2025 · +65% YoY
- Net Profit₹98,086
FY 2025 · 3% margin
- EBITDA₹1.3 Lakh
FY 2025 · 4% margin
Associated legal entities of InServ Financial
InServ Financial operates through Inserv Financial Services Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Inserv Financial Services Private Limited CIN U67190UP2021PTC150438 | Active | 09 Aug 2021 | Noida, Uttar Pradesh | ₹0.3 Cr | 2 | View details |
Products & Services of InServ Financial
InServ Financial offers a comprehensive portfolio of products and services, including Mutual Fund Services, SIP Services, Portfolio Management, and Retirement Planning.
Platform for buying and selling mutual funds online.
Systematic plans for regular surplus investments in mutual funds.
Service for creating and managing personalized investment portfolios.
Advisory for building funds towards retirement goals.
Board of directors of Inserv Financial Services Private Limited (InServ Financial)
Inserv Financial Services Private Limited is the primary company behind InServ Financial. The board of Inserv Financial Services Private Limited currently have 2 directors; the longest-serving is Ankit Dubey, appointed in 2021.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ankit Dubey DIN 09183493 | Director | 09 Aug 2021 | 5 yrs 3 mo | Inserv Financial Services Private Limited |
| Anish Kumar DIN 09183494 | Director | 09 Aug 2021 | 5 yrs 3 mo | Inserv Financial Services Private Limited |
Financials of InServ Financial
Figures of Inserv Financial Services Private Limited, the primary company behind InServ Financial, for FY 2025. Revenue was ₹31.1 Lakh (+65% year on year). Net profit was ₹98,086 (3% margin). EBITDA was ₹1.3 Lakh (4% margin). Revenue has grown at a compounded annual rate of +244% over three years.
- ₹31.1 LakhRevenue · FY 2025 · +65% YoY
- ₹98,086Net profit · 3% margin
- ₹1.3 LakhEBITDA · 4% margin
- ₹1 LakhPaid-up capital
- +244%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Inserv Financial Services Private Limited are on its company page.
Detailed financial statements for InServ Financial
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
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- Downloads
Verified entity values are shown only after access is granted.
Similar companies to InServ Financial
InServ Financial has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, Avendus and 360 One.
| 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. | |
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. |
Detailed similar companies of InServ Financial
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Top companies in Investment & Financial Technology
2 companies that operate in the same segment as InServ Financial (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Frequently Asked Questions about InServ Financial
InServ Financial was founded in 2021.
InServ Financial is headquartered in Noida, India. It is registered at Noida, Uttar Pradesh, India.
The primary company behind InServ Financial, Inserv Financial Services Private Limited, reported revenue of ₹31.1 Lakh for FY 2025, up 65% year on year.
InServ Financial Services Private Limited operates as a registered mutual fund distributor in India, focusing on services like systematic investment plans, portfolio management, and planning for child education and retirement. They use online tools for KYC completion and financial calculations, assisting clients with personalized advice. Based in Noida with offices in Bangalore and Ranchi, they cater to individual investors seeking wealth creation through mutual funds.
InServ Financial's top competitors include UTI Mutual Fund, Avendus and 360 One.
InServ Financial offers Mutual Fund Services, SIP Services, Portfolio Management, and Retirement Planning.
InServ Financial operates through Inserv Financial Services Private Limited.
The legal entities of InServ Financial currently have 2 directors, including Ankit Dubey, Anish Kumar.