About Invest Shoppe
Invest Shoppe is a Financial Services company based in New Delhi (India) founded in 2006. It provides mutual funds, insurance, financial planning, and equity advisory services. It operates on a B2C and D2C model. Its Indian entity Invest Shoppe India Private Limited reported revenue of ₹1.61 Cr. Invest Shoppe offers products and services including Mutual Funds, Insurance Services, Financial Planning, and Equity Advisory. Its focus areas include FinTech, Insurance Tech, General Insurance and Investment Tech. Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
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.
- Headquarters New Delhi, India
- SectorsFinancial Services
- Email••••••••
- Website investshoppe.com
- Social X Facebook
- Legal Name Invest Shoppe India Private Limited
- Date of Incorporation 17 Oct, 2006
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹1.61 Cr
FY 2026 · +61% YoY
- Net Profit₹9.6 Lakh
FY 2026 · 6% margin
- EBITDA₹20.3 Lakh
FY 2026 · 13% margin
Associated legal entities of Invest Shoppe
Invest Shoppe is associated with 2 registered companies on The Company Check; the primary company is Invest Shoppe India Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Invest Shoppe India Private Limited CIN U74992DL2006PTC154824 | Active | 17 Oct 2006 | New Delhi, Delhi | ₹1.6 Cr | 2 | View details | |
| Rrb Master Securities Delhi Ltd CIN U74899DL1993PLC055382 | Active | 27 Sep 1993 | New Delhi, Delhi | ₹0.7 Cr | 14 | 3 | View details |
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.
Platform for managing and growing wealth through mutual fund investments.
Advisory for mitigating risks via insurance products.
Tools and guidance for achieving personal financial goals.
Services for direct equity investments and portfolio tracking.
Apps and channels of Invest Shoppe
Invest Shoppe publishes 2 mobile apps with over 100 downloads.
Board of directors of Invest Shoppe India Private Limited (Invest Shoppe)
Invest Shoppe India Private Limited is the primary company behind Invest Shoppe. The boards of the 2 registered companies of Invest Shoppe currently have 5 directors; the longest-serving is Lalit Bhasin, appointed in 1993. 8 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Lalit Bhasin DIN 00002114 | Director | 27 Sep 1993 | 33 yrs 1 mo | Rrb Master Securities Delhi Ltd |
| Mamta Kapur DIN 00002135 | Director | 27 Sep 1993 | 33 yrs 1 mo | Rrb Master Securities Delhi Ltd |
| Ashish Kapur DIN 00002320 | Managing Director | 01 Oct 1997 | 29 yrs | Rrb Master Securities Delhi Ltd |
| Ayush Kapur DIN 10268117 | Director | 05 Aug 2023 | 3 yrs 2 mo | Invest Shoppe India Private Limited |
| Ankit Sethi DIN 06792868 | Director | 23 Sep 2023 | 3 yrs 1 mo | Invest Shoppe India Private Limited |
Financials of Invest Shoppe
Figures of Invest Shoppe India Private Limited, the primary company behind Invest Shoppe, for FY 2026. Revenue was ₹1.61 Cr (+61% year on year). Net profit was ₹9.6 Lakh (6% margin). EBITDA was ₹20.3 Lakh (13% margin). Revenue has grown at a compounded annual rate of +375% over three years and +126% over five years.
- ₹1.61 CrRevenue · FY 2026 · +61% YoY
- ₹9.6 LakhNet profit · 6% margin
- ₹20.3 LakhEBITDA · 13% margin
- ₹39.9 LakhPaid-up capital
- +375%Revenue CAGR, 3 years
- +126%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Invest Shoppe India Private Limited are on its company page.
Detailed financial statements for Invest Shoppe
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 Invest Shoppe
Invest Shoppe 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 Invest Shoppe
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Top companies in Investment Banks
2 companies that operate in the same segment as Invest Shoppe (Investment Banks) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 105.56 M | USD 116.66 M | 104 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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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.
The primary company behind Invest Shoppe, Invest Shoppe India Private Limited, reported revenue of ₹1.61 Cr for FY 2026, up 61% year on year.
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 offers Mutual Funds, Insurance Services, Financial Planning, and Equity Advisory.
Invest Shoppe is associated with 2 legal entities: Invest Shoppe India Private Limited, Rrb Master Securities Delhi Ltd.
The legal entities of Invest Shoppe currently have 5 directors, including Ashish Kapur, Lalit Bhasin, Mamta Kapur and others.
Yes. Invest Shoppe publishes Investshoppe and 1 more app, with over 100 downloads.