About InvestmentYogi
InvestmentYogi was a Technology company based in Hyderabad (India) founded in 2008 by Sanjay Joshi. A web-based portal providing financial planning and tax e-filing services. It operates on a B2C model. The company is recorded as dissolved. Its focus areas include Finance, Financial Services, Financial Planning and Tax E-Filing. Its legal entity in India is Investmentyogi Finadvisory Services Private Limited (U65900TG2007PTC053824). Its competitors include TaxSpanner, Tax2win and 5 nce; 3 of its 3 listed competitors have raised funding.
Company details
InvestmentYogi, founded in 2008 in Hyderabad, India, focuses on finance, offering financial products and advice, providing financial planning, and tax e-filing. A web-based portal providing financial planning and tax e-filing services. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
- Headquarters Hyderabad, India
- Founders Sanjay Joshi
- SectorsTechnology
- Website investmentyogi.com
- Social X Facebook
- Legal Name Investmentyogi Finadvisory Services Private Limited
- Date of Incorporation 04 May, 2007
- Jurisdiction Hyderabad, Telangana, India
Associated legal entities of InvestmentYogi
InvestmentYogi operates through Investmentyogi Finadvisory Services Private Limited (strike off). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Investmentyogi Finadvisory Services Private Limited CIN U65900TG2007PTC053824 | Strike Off | 04 May 2007 | Hyderabad, Telangana | 2 | View details |
Funding Insights of InvestmentYogi
- Total Rounds 1
All 1 funding rounds of InvestmentYogi with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2013 | Angel Round | – | – | – |
Board of directors of Investmentyogi Finadvisory Services Private Limited (InvestmentYogi)
Investmentyogi Finadvisory Services Private Limited is the primary company behind InvestmentYogi. The board of Investmentyogi Finadvisory Services Private Limited currently have 2 directors; the longest-serving is Mamtha Banerjee Jakka, appointed in 2007. 6 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Mamtha Banerjee Jakka DIN 01125844 | Director | 04 May 2007 | 19 yrs 5 mo | Investmentyogi Finadvisory Services Private Limited |
| Jakka Venkata Ramanamma DIN 01660464 | Director | 01 Dec 2009 | 16 yrs 10 mo | Investmentyogi Finadvisory Services Private Limited |
People of InvestmentYogi
1 people are tracked at InvestmentYogi (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership |
Complete people profiles for InvestmentYogi
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of InvestmentYogi
2 dated milestones of InvestmentYogi across 5 years, from founding to its latest funding, stage changes and deals.
- Founded InvestmentYogi is founded.
- Funding First funding round.
Competitors of InvestmentYogi
InvestmentYogi has 3 listed competitors in our database, 3 of them funded. They include TaxSpanner, Tax2win and 5 nce.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| taxspanner.com | 2007 | Delhi, India | $1.25M | 21 | Online tax e-filing and ITR preparation services are offered securely. | |
| tax2win.in | 2015 | Jaipur, India | $1.61M | 451 | Online platform for income tax returns filing | |
| 5nance.com | 2010 | Mumbai, India | $6.28M | 13 | AI-powered investment and financial advisory services are provided. |
Detailed competitors of InvestmentYogi
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of InvestmentYogi
Websites that share an audience with InvestmentYogi (investmentyogi.com).
Websites whose visitors overlap most with InvestmentYogi. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| personalfn.com | 100% | 75.2K | #517,107 | View details | |
| arthayantra.com | 99% | 8K | #3,271,680 | View details | |
new.valueresearchonline.com | new.valueresearchonline.com | 85% | – | ||
| stockcharts.com | 68% | #7,035 | View details | ||
socialfinance.in | socialfinance.in | 66% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for InvestmentYogi
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
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Related news about Investmentyogi
Complete news archive for InvestmentYogi
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- Older coverage
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Frequently Asked Questions about InvestmentYogi
InvestmentYogi was founded in 2008 and raised its 1st funding round 5 years after it was founded.
InvestmentYogi is headquartered in Hyderabad, India. It is registered at Hyderabad, Telangana, India.
InvestmentYogi, founded in 2008 in Hyderabad, India, focuses on finance, offering financial products and advice, providing financial planning, and tax e-filing. A web-based portal providing financial planning and tax e-filing services. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
InvestmentYogi's top competitors include Tax2win, TaxSpanner and 5 nce.
InvestmentYogi operates through Investmentyogi Finadvisory Services Private Limited.
The legal entities of InvestmentYogi currently have 2 directors, including Mamtha Banerjee Jakka, Jakka Venkata Ramanamma.