Invest Shoppe

New Delhi, India Founded: 2006 • Age: 20 yrs
Provides mutual funds, insurance, financial planning, and equity advisory services.
Annual revenue $647 Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 4 Services tracked
Competitors 7 Brand Intelligence

About Invest Shoppe

Invest Shoppe is a company based in New Delhi (India) founded in 2006. It operates as a B2C and D2C. Invest Shoppe offers products and services including Mutual Funds, Insurance Services, Financial Planning, and Equity Advisory. Invest Shoppe operates in a competitive market with competitors including Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh, among others.

  • Headquarter New Delhi, India
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Invest Shoppe India Private Limited
  • Date of Incorporation 17 Oct, 2006
  • Jurisdiction New Delhi, Delhi, India
Operational Areas
Financial Services → Capital Markets & Trading Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $647.05 (USD)
    -69.58
    as on Mar 31, 2023
  • Net Profit
    -$618.23 (USD)
    -107.39
    as on Mar 31, 2023
  • EBITDA
    $205.87 (USD)
    235.81
    as on Mar 31, 2023
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of Invest Shoppe

Invest Shoppe offers a comprehensive portfolio of products and services, including Mutual Funds, Insurance Services, Financial Planning, and Equity Advisory.

Product name locked
Category locked
Primary

Platform for managing and growing wealth through mutual fund investments.

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Advisory for mitigating risks via insurance products.

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Tools and guidance for achieving personal financial goals.

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Services for direct equity investments and portfolio tracking.

Funding Insights of Invest Shoppe

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Detailed funding history for Invest Shoppe

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Invest Shoppe

Investments
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Investment portfolio details for Invest Shoppe

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Invest Shoppe

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Detailed financials for Invest Shoppe

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Invest Shoppe Comparisons

Invest Shoppe Primary company
Description
Provides mutual funds, insurance, financial planning, and eq...
Location
New Delhi, India
Founded Year
2006
Annual Revenue
$647.05 (USD)
Net Profit
-$618.23 (USD)
EBITDA
$205.87 (USD)
Employees
Not available
Premium access

Peer comparison for Invest Shoppe

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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Competitors of Invest Shoppe

Invest Shoppe operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh, among others.

Company Name Domain Founded year HQ Location Description
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Investment solutions and portfolio management are provided for affluent individuals.
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Digital wealth management platform is offered for personalized investments.
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Asset & wealth management platform
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Wealth management, family office services, and investment opportunities are provided.
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Wealth management and financial products are provided online for individuals.
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App-based mutual fund investment platform
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Detailed competitors of Invest Shoppe

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Invest Shoppe

Vedanta business split to address undervaluation
Thehindubusinessline2 years ago
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Complete news archive for Invest Shoppe

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Invest Shoppe

Invest Shoppe was founded in 2006.

Invest Shoppe is headquartered in New Delhi, India. It is registered at New Delhi, Delhi, India.

Annual revenue of Invest Shoppe is $647.05 as on Mar 31, 2023.

Invest Shoppe is a wealth management company based in New Delhi, India, offering advisory services for mutual funds, insurance, equity, and financial planning. They use a proprietary strategy for portfolio management and provide online tools for tracking investments. The firm focuses on building long-term relationships with clients, helping them achieve financial goals through diversified asset allocation and risk management. Services include calculators for SIP and retirement planning.

Invest Shoppe's top competitors include Dezerv, Wealthy and ET Money.

Invest Shoppe offers Mutual Funds, Insurance Services, Financial Planning, and Equity Advisory.

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