About Inwise Wealth
Inwise Wealth is a Financial Services company based in Bengaluru (India) founded in 2019. It offers investment management, financial planning, tax planning, and real estate advisory services. It operates on a B2C and B2B model. Inwise Wealth offers products and services including Investment Management, Financial Planning, Tax Planning, Will & Trust Management, and Real Estate Services. Its focus areas include Real Estate, Property Services, Advisory and Investment Advisory. Its legal entity in India is Inwise Wealth Consultancy Llp (AAO-7063). Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Inwise Wealth is a financial services firm based in Bangalore, India, specializing in investment management, financial planning, and tax advisory. They assist clients with wealth management through mutual funds, retirement planning, and customized lending. With over 18 years of experience, they focus on disciplined research to help meet life goals like education and real estate needs, serving individual investors and businesses.
- Headquarters Bengaluru, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website inwisewealth.com
- Legal Name Inwise Wealth Consultancy Llp
- Date of Incorporation 30 Mar, 2019
- Jurisdiction Bengaluru, Karnataka, India
Associated legal entities of Inwise Wealth
Inwise Wealth operates through Inwise Wealth Consultancy Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Inwise Wealth Consultancy Llp CIN AAO-7063 | Active | 30 Mar 2019 | Bengaluru, Karnataka | 2 | View details |
Products & Services of Inwise Wealth
Inwise Wealth offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, Tax Planning, Will & Trust Management, and Real Estate Services.
Manages mutual funds and investments for client portfolios.
Assists in achieving life goals like retirement and education.
Reduces tax liability through efficient financial strategies.
Ensures family harmony via trust and will services.
Provides guidance on real estate investments and lending.
Offers tailored lending for housing and other needs.
Board of directors of Inwise Wealth Consultancy Llp (Inwise Wealth)
Inwise Wealth Consultancy Llp is the primary company behind Inwise Wealth. The board of Inwise Wealth Consultancy Llp currently have 2 directors; the longest-serving is Ekta Ekta, appointed in 2019.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ekta Ekta DIN 08406675 | Designated Partner | 30 Mar 2019 | 7 yrs 6 mo | Inwise Wealth Consultancy Llp |
| Madhup Kumar DIN 08406674 | Designated Partner | 30 Mar 2019 | 7 yrs 6 mo | Inwise Wealth Consultancy Llp |
Similar companies to Inwise Wealth
Inwise 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 Inwise Wealth
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Top companies in Investment Banks
2 companies that operate in the same segment as Inwise Wealth (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 39.09 M | USD 116.66 M | 104 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about Inwise Wealth
Inwise Wealth was founded in 2019.
Inwise Wealth is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Inwise Wealth is a financial services firm based in Bangalore, India, specializing in investment management, financial planning, and tax advisory. They assist clients with wealth management through mutual funds, retirement planning, and customized lending. With over 18 years of experience, they focus on disciplined research to help meet life goals like education and real estate needs, serving individual investors and businesses.
Inwise Wealth's top competitors include UTI Mutual Fund, Avendus and 360 One.
Inwise Wealth offers Investment Management, Financial Planning, Tax Planning, Will & Trust Management, and 2 more products and services.
Inwise Wealth operates through Inwise Wealth Consultancy Llp.
The legal entities of Inwise Wealth currently have 2 directors, including Ekta Ekta, Madhup Kumar.