About journey2wealth
journey2wealth is a Financial Services company based in Aurangabad (India) founded in 2016 by Sanjay Rojekar. It provides financial planning, investment advice, and wealth management services. It operates on a B2C and Marketplace model. Its Indian entity Wealth Management Private Limited reported revenue of ₹34.6 Lakh. journey2wealth offers products and services including Financial Planning, Insurance Planning, and Wealth Management. Its focus areas include FinTech, Investment Tech, Insurance Planning and Wealth Management. Its competitors include Muthoot Fincorp, Motilal Oswal Private Wealth and Muthoot Group.
Company details
Journey2Wealth is a financial services provider specializing in mutual fund distribution, financial planning, insurance, and wealth management. Based in Aurangabad, Maharashtra, India, they deliver personalized investment solutions to individuals, helping with retirement planning, tax strategies, and estate management to achieve financial goals through expert guidance and risk management tools.
- Headquarters Aurangabad, India
- Founders Sanjay Rojekar
- SectorsFinancial Services
- Email••••••••
- Website journey2wealth.in
- Social Facebook YouTube
- Legal Name Wealth Management Private Limited
- Date of Incorporation 28 Mar, 2008
- Jurisdiction Ahmedabad, Gujarat, India
- Annual Revenue₹34.6 Lakh
FY 2025 · +68% YoY
- Net Loss-₹2.4 Lakh
FY 2025 · -7% margin
- EBITDA₹8.4 Lakh
FY 2025 · 24% margin
Associated legal entities of journey2wealth
journey2wealth operates through Wealth Management Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealth Management Private Limited CIN U74140GJ2008PTC053408 | Active | 28 Mar 2008 | Ahmedabad, Gujarat | ₹0.3 Cr | 3 | View details |
Products & Services of journey2wealth
journey2wealth offers a comprehensive portfolio of products and services, including Financial Planning, Insurance Planning, and Wealth Management.
Process of managing finances to meet goals like education and retirement.
Identifies risks and implements cost-effective insurance solutions for individuals.
Manages portfolios and financial planning for long-term wealth growth.
Apps and channels of journey2wealth
its YouTube channel Service.Journey2Wealth has 26 subscribers and 30 videos.
Videos from journey2wealth
The most watched videos on journey2wealth's YouTube channel, Service.Journey2Wealth (26 subscribers). Click a video to play it here.
More on Service.Journey2Wealth.
Board of directors of Wealth Management Private Limited (journey2wealth)
Wealth Management Private Limited is the primary company behind journey2wealth. The board of Wealth Management Private Limited currently have 3 directors; the longest-serving is Rasesh Hasmukh Shah, appointed in 2008.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rasesh Hasmukh Shah DIN 00101637 | Director | 28 Mar 2008 | 18 yrs 7 mo | Wealth Management Private Limited |
| Ruchika Rasesh Shah DIN 01355318 | Director | 28 Mar 2008 | 18 yrs 7 mo | Wealth Management Private Limited |
| Mirage Shah Rasesh DIN 07110542 | Director | 10 Oct 2024 | 2 yrs | Wealth Management Private Limited |
People of journey2wealth
1 people are tracked at journey2wealth (1 in leadership).
| Name | Role | Group |
|---|---|---|
Sanjay Rojekar | Founder | Leadership |
Complete people profiles for journey2wealth
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.
Financials of journey2wealth
Figures of Wealth Management Private Limited, the primary company behind journey2wealth, for FY 2025. Revenue was ₹34.6 Lakh (+68% year on year). Net loss was -₹2.4 Lakh (-7% margin). EBITDA was ₹8.4 Lakh (24% margin). Revenue has grown at a compounded annual rate of +12% over three years and -15% over five years.
- ₹34.6 LakhRevenue · FY 2025 · +68% YoY
- -₹2.4 LakhNet loss · -7% margin
- ₹8.4 LakhEBITDA · 24% margin
- ₹15 LakhPaid-up capital
- +12%Revenue CAGR, 3 years
- -15%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wealth Management Private Limited are on its company page.
Detailed financial statements for journey2wealth
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 journey2wealth
journey2wealth has 3 listed competitors in our database. They include Muthoot Fincorp, Motilal Oswal Private Wealth and Muthoot Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| muthootfincorp.com | 1887 | Thiruvananthapuram, India | 40,991 | Non-banking financial company specializes in providing a range of financial products & services | ||
| motilaloswalpwm.com | 2007 | Mumbai, India | 7,917 | Offers comprehensive wealth management services, including portfolio advisory and financial planning. | ||
| muthootgroup.com | 1887 | Ernakulam, India | 28,933 | Diversified operations are conducted across multiple industries by Muthoot Group. |
Detailed competitors of journey2wealth
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.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as journey2wealth (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about journey2wealth
journey2wealth was founded in 2016.
journey2wealth is headquartered in Aurangabad, India. It is registered at Aurangabad, Maharashtra, India.
The primary company behind journey2wealth, Wealth Management Private Limited, reported revenue of ₹34.6 Lakh for FY 2025, up 68% year on year.
Journey2Wealth is a financial services provider specializing in mutual fund distribution, financial planning, insurance, and wealth management. Based in Aurangabad, Maharashtra, India, they deliver personalized investment solutions to individuals, helping with retirement planning, tax strategies, and estate management to achieve financial goals through expert guidance and risk management tools.
journey2wealth's top competitors include Muthoot Fincorp, Muthoot Group and Motilal Oswal Private Wealth.
journey2wealth offers Financial Planning, Insurance Planning, and Wealth Management.
journey2wealth operates through Wealth Management Private Limited.
The legal entities of journey2wealth currently have 3 directors, including Rasesh Hasmukh Shah, Ruchika Rasesh Shah, Mirage Shah Rasesh.