About Kashly
Kashly is a Financial Services company based in Kochi (India). It provides expert advice for mutual fund investments and portfolio management services. It operates on a D2C and B2C model. The company has 1 employees. Its Indian entity Capsquare Technologies Private Limited reported revenue of ₹12.2 Lakh. Kashly offers products and services including Kashly App, Personalized Recommendations, and Portfolio Review. Its focus areas include FinTech, Investment Tech, Mutual Funds and Advisory Services. Similar companies include HDFC Mutual Fund, SBI Mutual Fund and DSP Mutual Fund.
Company details
Kashly is a platform that delivers personalized mutual fund recommendations from AMFI-registered experts, helping users invest in Indian funds. It offers services like portfolio reviews, rebalancing, and family account management through an app. Based in Kerala, India, it serves individual investors across various countries, emphasizing safe and regulated transactions without handling user funds.
- Headquarters Kochi, India
- Employees 1
- SectorsFinancial Services
- Website kashly.in
- Social Facebook Instagram
- Legal Name Capsquare Technologies Private Limited
- Date of Incorporation 20 Apr, 2021
- Jurisdiction Ernakulam, Kerala, India
- Annual Revenue₹12.2 Lakh
FY 2025 · +35% YoY
- Net Profit₹22,830
FY 2025 · 2% margin
- EBITDA₹22,830
FY 2025 · 2% margin
- Employee Count1
Associated legal entities of Kashly
Kashly operates through Capsquare Technologies 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 |
|---|---|---|---|---|---|---|---|
| Capsquare Technologies Private Limited CIN U72900KL2021PTC068649 | Active | 20 Apr 2021 | Ernakulam, Kerala | ₹0.1 Cr | 4 | View details |
Products & Services of Kashly
Kashly offers a comprehensive portfolio of products and services, including Kashly App, Personalized Recommendations, and Portfolio Review.
Mobile app for managing mutual fund investments and tracking portfolios.
Expert-guided mutual fund suggestions based on user profiles.
Service for periodic investment reviews and rebalancing options.
Apps and channels of Kashly
Kashly publishes 2 mobile apps with over 100 downloads.
Board of directors of Capsquare Technologies Private Limited (Kashly)
Capsquare Technologies Private Limited is the primary company behind Kashly. The board of Capsquare Technologies Private Limited currently have 4 directors; the longest-serving is Alex Jacob, appointed in 2021. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Alex Jacob DIN 09152157 | Director | 20 Apr 2021 | 5 yrs 6 mo | Capsquare Technologies Private Limited |
| Vishnu Muralidharan Nair DIN 09152158 | Director | 20 Apr 2021 | 5 yrs 6 mo | Capsquare Technologies Private Limited |
| Mathew Rishal DIN 10872654 | Director | 20 Dec 2024 | 1 yr 10 mo | Capsquare Technologies Private Limited |
| Renitto Jose DIN 10944119 | Director | 11 Feb 2025 | 1 yr 8 mo | Capsquare Technologies Private Limited |
Financials of Kashly
Figures of Capsquare Technologies Private Limited, the primary company behind Kashly, for FY 2025. Revenue was ₹12.2 Lakh (+35% year on year). Net profit was ₹22,830 (2% margin). EBITDA was ₹22,830 (2% margin). Revenue has grown at a compounded annual rate of +377% over three years.
- ₹12.2 LakhRevenue · FY 2025 · +35% YoY
- ₹22,830Net profit · 2% margin
- ₹22,830EBITDA · 2% margin
- ₹1 LakhPaid-up capital
- +377%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Capsquare Technologies Private Limited are on its company page.
Detailed financial statements for Kashly
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 Kashly
Kashly has 3 listed similar companies in our database. They include HDFC Mutual Fund, SBI Mutual Fund and DSP Mutual Fund.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hdfcfund.com | 1999 | Mumbai, India | 1,634 | Mutual fund services are provided with focus on investment management. | ||
| sbimf.com | 1987 | Mumbai, India | 1,555 | Provides mutual funds management and financial advisory services. | ||
| dspim.com | 1996 | Mumbai, India | 508 | Delivers comprehensive investment management services for funds. |
Detailed similar companies of Kashly
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- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Kashly
The website of Kashly (kashly.in) receives about 2.9K visits a month.
- Monthly visits2.9K
▲ 7.9% vs previous month
Top companies in Investment Banks
2 companies that operate in the same segment as Kashly (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 Kashly
Kashly is headquartered in Kochi, India. It is registered at Kochi, Kerala, India.
Kashly has 1 employees.
The primary company behind Kashly, Capsquare Technologies Private Limited, reported revenue of ₹12.2 Lakh for FY 2025, up 35% year on year.
Kashly is a platform that delivers personalized mutual fund recommendations from AMFI-registered experts, helping users invest in Indian funds. It offers services like portfolio reviews, rebalancing, and family account management through an app. Based in Kerala, India, it serves individual investors across various countries, emphasizing safe and regulated transactions without handling user funds.
Kashly's top competitors include SBI Mutual Fund, HDFC Mutual Fund and DSP Mutual Fund.
Kashly offers Kashly App, Personalized Recommendations, and Portfolio Review.
Kashly operates through Capsquare Technologies Private Limited.
The legal entities of Kashly currently have 4 directors, including Alex Jacob, Vishnu Muralidharan Nair, Renitto Jose and others.
Yes. Kashly publishes Kashly - Mutual Funds & SIP and 1 more app, with over 100 downloads.