About JRG Financials
JRG Financials is a Financial Services company based in Gurugram (India) founded in 2007. It provides financial planning, risk management, and wealth advisory services. It operates on a B2C model. Its Indian entity Jrg Financial Services Private Limited reported revenue of ₹1.44 Cr. JRG Financials offers products and services including Financial Analysis, Risk Management, Wealth Management, and Financial Calculators. Its focus areas include FinTech, Investment Tech, Wealth Management and Financial Advisory. Its competitors include Prudent, Reliance Capital, Synechron, Equentis Wealth Advisory Services and Auctus Advisors and 2 more; 2 of its 7 listed competitors have raised funding.
Company details
Jrg Financial Services Is A Financial Advisory Firm Based In Gurgaon, India, Specializing In Personalized Financial Services. They Offer Tools Like Calculators And Assessments For Financial Analysis, Risk Management, And Wealth Management To Help Clients Achieve Goals Such As Retirement Planning And Education Funding. The Firm Serves Individuals And Professionals Through Sessions And Strategic Investments, Focusing On Long-term Financial Well-being And Risk Profiling.
- Headquarters Gurugram, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website jrgfinancial.com
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- Legal Name Jrg Financial Services Private Limited
- Date of Incorporation 28 Nov, 2007
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹1.44 Cr
FY 2025 · -10% YoY
- Net Loss-₹15.1 Lakh
FY 2025 · -10% margin
- EBITDA₹18.9 Lakh
FY 2025 · 13% margin
Associated legal entities of JRG Financials
JRG Financials is associated with 2 registered companies on The Company Check; the primary company is Jrg Financial Services Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Jrg Financial Services Private Limited CIN U67190DL2007PTC170836 | Active | 28 Nov 2007 | New Delhi, Delhi | ₹1.4 Cr | – | 2 | View details |
| Inditrade Insurance Broking Private Limited CIN U67190KL2000PTC013701 | Active | 22 Feb 2000 | Kochi, Kerala | ₹1.7 Cr | 23 | 2 | View details |
Products & Services of JRG Financials
JRG Financials offers a comprehensive portfolio of products and services, including Financial Analysis, Risk Management, Wealth Management, and Financial Calculators.
Analyzes financial strategies for personal goal achievement.
Identifies and mitigates financial risks for clients.
Manages investments to grow and secure wealth.
Provides tools for retirement and education planning.
Apps and channels of JRG Financials
JRG Financials publishes 2 mobile apps with over 500 downloads; its YouTube channel Jrg Financial services has 1 subscribers.
Board of directors of Jrg Financial Services Private Limited (JRG Financials)
Jrg Financial Services Private Limited is the primary company behind JRG Financials. The boards of the 2 registered companies of JRG Financials currently have 4 directors; the longest-serving is Rajiv Kumar Nayar, appointed in 2007. 21 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rajiv Kumar Nayar DIN 01379689 | Director | 28 Nov 2007 | 18 yrs 10 mo | Jrg Financial Services Private Limited |
| Rashmi Nayar DIN 00775460 | Director | 28 Nov 2007 | 18 yrs 10 mo | Jrg Financial Services Private Limited |
| Kerachan Ayyappan Somasekharan DIN 01573721 | Director | 23 May 2016 | 10 yrs 4 mo | Inditrade Insurance Broking Private Limited |
| Biju Sreeramachandran DIN 08338608 | Director | 14 Mar 2019 | 7 yrs 7 mo | Inditrade Insurance Broking Private Limited |
Financials of JRG Financials
Figures of Jrg Financial Services Private Limited, the primary company behind JRG Financials, for FY 2025. Revenue was ₹1.44 Cr (-10% year on year). Net loss was -₹15.1 Lakh (-10% margin). EBITDA was ₹18.9 Lakh (13% margin). Revenue has grown at a compounded annual rate of +22% over three years and +16% over five years.
- ₹1.44 CrRevenue · FY 2025 · -10% YoY
- -₹15.1 LakhNet loss · -10% margin
- ₹18.9 LakhEBITDA · 13% margin
- ₹1 LakhPaid-up capital
- +22%Revenue CAGR, 3 years
- +16%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Jrg Financial Services Private Limited are on its company page.
Detailed financial statements for JRG Financials
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Competitors of JRG Financials
JRG Financials has 7 listed competitors in our database, 2 of them funded. They include Prudent, Reliance Capital, Synechron, Equentis Wealth Advisory Services and Auctus Advisors, among others.
| 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. | |
| synechron.com | 2001 | New York, United States | – | – | Synechron is recognized as a global technology and AI consulting firm. | |
| equentis.com | 2015 | Mumbai, India | $10.59M | 1,602 | Investment advisory and research platform | |
| auctusadvisors.in | 2010 | Mumbai, India | – | 155 | Strategic consulting and advisory services for management decisions are provided. | |
| kotakmf.com | 1985 | Mumbai, India | – | 715 | Financial advisory services are offered by Kotak Mutual Fund. | |
| thedigitalfifth.com | 2017 | Mumbai, India | – | 22 | Provides strategy consulting, digital advisory, and training for banking and financial services industry. |
Detailed competitors of JRG Financials
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Web traffic of JRG Financials
The website of JRG Financials (jrgfinancial.com) receives about 1.3K visits a month.
- Monthly visits1.3K
▲ 97.4% vs previous month
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as JRG Financials (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
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 advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about JRG Financials
JRG Financials was founded in 2007.
JRG Financials is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
The primary company behind JRG Financials, Jrg Financial Services Private Limited, reported revenue of ₹1.44 Cr for FY 2025, down 10% year on year.
Jrg Financial Services Is A Financial Advisory Firm Based In Gurgaon, India, Specializing In Personalized Financial Services. They Offer Tools Like Calculators And Assessments For Financial Analysis, Risk Management, And Wealth Management To Help Clients Achieve Goals Such As Retirement Planning And Education Funding. The Firm Serves Individuals And Professionals Through Sessions And Strategic Investments, Focusing On Long-term Financial Well-being And Risk Profiling.
JRG Financials's top competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
JRG Financials offers Financial Analysis, Risk Management, Wealth Management, and Financial Calculators.
JRG Financials is associated with 2 legal entities: Jrg Financial Services Private Limited, Inditrade Insurance Broking Private Limited.
The legal entities of JRG Financials currently have 4 directors, including Rajiv Kumar Nayar, Rashmi Nayar, Biju Sreeramachandran and others.
Yes. JRG Financials publishes JRG Financial and 1 more app, with over 500 downloads.