About Investsphere Wealth
Investsphere Wealth is a Financial Services company based in Pune (India) founded in 2023. It provides mutual funds, investment plans, and financial advisory services. It operates on a B2C and B2B model. Its website investspherewealth.com draws about 681 thousand monthly visits. Its Indian entity Investsphere Wealth Private Limited reported revenue of ₹26.6 Lakh. Investsphere Wealth offers products and services including Mutual Funds, Alternative Investment Funds, Portfolio Management Services, Tax Planning, and Retirement Planning. Its focus areas include Wealth Management, Investment Advisory, Mutual Fund Distribution and Alternative Investments. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Investsphere Wealth Is A Financial Services Provider Based In Pune, India, Specializing In Mutual Funds, Portfolio Management, Tax Planning, And Retirement Solutions. They Assist Clients Through Personalized Strategies, Secure Platforms, And Expert Analysis To Achieve Financial Goals, Serving Individuals And Businesses Across Multiple Branches.
- Headquarters Pune, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website investspherewealth.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Investsphere Wealth Private Limited
- Date of Incorporation 27 Apr, 2023
- Jurisdiction Pune, Maharashtra, India
- Annual Revenue₹26.6 Lakh
FY 2024
- Net Loss-₹32.5 Lakh
FY 2024 · -122% margin
- EBITDA-₹25.4 Lakh
FY 2024 · -95% margin
Associated legal entities of Investsphere Wealth
Investsphere Wealth is associated with 2 registered companies on The Company Check; the primary company is Investsphere Wealth Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Investsphere Wealth Private Limited CIN U66220PN2023PTC220075 | Active | 27 Apr 2023 | Pune, Maharashtra | ₹0.3 Cr | 2 | View details | |
| Investsphere Wealth Private Limited CIN U70200PN2023PTC220075 | 27 Apr 2023 | Pune, Maharashtra, India | View details |
Products & Services of Investsphere Wealth
Investsphere Wealth offers a comprehensive portfolio of products and services, including Mutual Funds, Alternative Investment Funds, Portfolio Management Services, Tax Planning, and Retirement Planning.
Diversified funds pooling investor money for growth opportunities
Funds for non-traditional securities beyond stocks and bonds
Professional management of client investment portfolios
Strategies to minimize tax liabilities and optimize finances
Plans for secure retirement through tailored investment options
Apps and channels of Investsphere Wealth
its YouTube channel Investsphere Wealth has 1.43K subscribers and 30 videos.
Videos from Investsphere Wealth
The most watched videos on Investsphere Wealth's YouTube channel, Investsphere Wealth (1.43K subscribers). Click a video to play it here.
More on Investsphere Wealth.
Board of directors of Investsphere Wealth Private Limited (Investsphere Wealth)
Investsphere Wealth Private Limited is the primary company behind Investsphere Wealth. The board of Investsphere Wealth Private Limited currently have 2 directors; the longest-serving is Jeevan Kumar Pati, appointed in 2023.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Jeevan Kumar Pati DIN 10137541 | Director | 27 Apr 2023 | 3 yrs 6 mo | Investsphere Wealth Private Limited |
| Manas Kumar Dalai DIN 10137540 | Director | 27 Apr 2023 | 3 yrs 6 mo | Investsphere Wealth Private Limited |
Financials of Investsphere Wealth
Figures of Investsphere Wealth Private Limited, the primary company behind Investsphere Wealth, for FY 2024. Revenue was ₹26.6 Lakh. Net loss was -₹32.5 Lakh (-122% margin). EBITDA was -₹25.4 Lakh (-95% margin).
- ₹26.6 LakhRevenue · FY 2024
- -₹32.5 LakhNet loss · -122% margin
- -₹25.4 LakhEBITDA · -95% margin
- ₹50 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Investsphere Wealth Private Limited are on its company page.
Detailed financial statements for Investsphere Wealth
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.
Similar companies to Investsphere Wealth
Investsphere Wealth has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| 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. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of Investsphere Wealth
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 Investsphere Wealth
The website of Investsphere Wealth (investspherewealth.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Investsphere Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Investsphere Wealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Investsphere Wealth (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Investsphere Wealth
Investsphere Wealth was founded in 2023.
Investsphere Wealth is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
The primary company behind Investsphere Wealth, Investsphere Wealth Private Limited, reported revenue of ₹26.6 Lakh for FY 2024.
Investsphere Wealth Is A Financial Services Provider Based In Pune, India, Specializing In Mutual Funds, Portfolio Management, Tax Planning, And Retirement Solutions. They Assist Clients Through Personalized Strategies, Secure Platforms, And Expert Analysis To Achieve Financial Goals, Serving Individuals And Businesses Across Multiple Branches.
Investsphere Wealth's top competitors include UTI Mutual Fund, Avendus and 360 One.
Investsphere Wealth offers Mutual Funds, Alternative Investment Funds, Portfolio Management Services, Tax Planning, and Retirement Planning.
Investsphere Wealth operates through Investsphere Wealth Private Limited.
The legal entities of Investsphere Wealth currently have 2 directors, including Jeevan Kumar Pati, Manas Kumar Dalai.
The website of Investsphere Wealth receives about 681 thousand visits a month.