About Investor Funda
Investor Funda is a Financial Services company based in Mumbai (India) founded in 2016. It offers professional financial planning services for individuals and investors. It operates on a B2C model. Its Indian entity Innowise Wealth Management Private Limited reported revenue of ₹49.6 Lakh. Its focus areas include Finance, Planning and Advisory and Investment Services. Its competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services; 2 of its 3 listed competitors have raised funding.
Company details
Investor Funda, established in 2016, excels in finance, offering financial products and advice, planning and advisory, and investment services. Offers professional financial planning services for individuals and investors. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Website investorfunda.com
- Social Facebook
- Legal Name Innowise Wealth Management Private Limited
- Date of Incorporation 13 Jul, 2016
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹49.6 Lakh
FY 2024 · -6% YoY
- Net Loss-₹48,981
FY 2024 · -1% margin
- EBITDA₹11.3 Lakh
FY 2024 · 23% margin
Associated legal entities of Investor Funda
Investor Funda operates through Innowise Wealth Management Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Innowise Wealth Management Private Limited CIN U67100MH2016PTC283581 | Active | 13 Jul 2016 | Mumbai, Maharashtra | ₹0.5 Cr | 3 | View details |
Board of directors of Innowise Wealth Management Private Limited (Investor Funda)
Innowise Wealth Management Private Limited is the primary company behind Investor Funda. The board of Innowise Wealth Management Private Limited currently have 3 directors; the longest-serving is Jitesh Kothari, appointed in 2016. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Jitesh Kothari DIN 07522761 | Director | 13 Jul 2016 | 10 yrs 3 mo | Innowise Wealth Management Private Limited |
| Jyoti Natwar Daga DIN 06633283 | Director | 13 Jul 2016 | 10 yrs 3 mo | Innowise Wealth Management Private Limited |
| Rajkumar Bulakidass Mall DIN 01999513 | Additional Director | 10 Feb 2024 | 2 yrs 8 mo | Innowise Wealth Management Private Limited |
Financials of Investor Funda
Figures of Innowise Wealth Management Private Limited, the primary company behind Investor Funda, for FY 2024. Revenue was ₹49.6 Lakh (-6% year on year). Net loss was -₹48,981 (-1% margin). EBITDA was ₹11.3 Lakh (23% margin). Revenue has grown at a compounded annual rate of +12% over three years and +13% over five years.
- ₹49.6 LakhRevenue · FY 2024 · -6% YoY
- -₹48,981Net loss · -1% margin
- ₹11.3 LakhEBITDA · 23% margin
- ₹85 LakhPaid-up capital
- +12%Revenue CAGR, 3 years
- +13%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Innowise Wealth Management Private Limited are on its company page.
Detailed financial statements for Investor Funda
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Competitors of Investor Funda
Investor Funda has 3 listed competitors in our database, 2 of them funded. They include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| prudentcorporate.com | 2000 | Ahmedabad, India | $138,131 | 677 | Provider of financial products and investment services | |
| reliancecapital.co.in | 1986 | Mumbai, India | 18,360 | Financial services including loans, insurance, and asset management are provided. | ||
| equentis.com | 2015 | Mumbai, India | $10.59M | 1,602 | Investment advisory and research platform |
Detailed competitors of Investor Funda
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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Verified entity values are shown only after access is granted.
Top companies in Investment Banks
2 companies that operate in the same segment as Investor Funda (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 Investor Funda
Investor Funda was founded in 2016.
Investor Funda is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind Investor Funda, Innowise Wealth Management Private Limited, reported revenue of ₹49.6 Lakh for FY 2024, down 6% year on year.
Investor Funda, established in 2016, excels in finance, offering financial products and advice, planning and advisory, and investment services. Offers professional financial planning services for individuals and investors. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.
Investor Funda's top competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
Investor Funda operates through Innowise Wealth Management Private Limited.
The legal entities of Investor Funda currently have 3 directors, including Jitesh Kothari, Jyoti Natwar Daga, Rajkumar Bulakidass Mall.