About Kevalinvest
Kevalinvest is a Financial Services company based in India founded in 2019. It offers financial planning, asset allocation, and risk management tools. It operates on a B2C and SaaS model. Kevalinvest offers products and services including Financial Planning, Asset Allocation, Risk Management, and Investment Tracking. Its focus areas include FinTech, Investment Tech, Financial Planning and Mutual Funds. Its legal entity in India is KEVAL IFIN INVESTMENT SERVICES LLP (AAS-8537). Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
Kevalinvest is a financial services provider focused on helping individuals manage cash flow and achieve investment success through personalized planning and asset allocation. They emphasize risk management for common issues like illness or disability, and offer tools to track investments and set goals. As an AMFI-registered distributor, they enable informed decisions via a user-friendly platform, catering to individual investors seeking stability and growth.
- Headquarters India
- SectorsFinancial Services
- Email••••••••
- Website kevalinvest.com
- Legal Name Keval Ifin Investment Services Llp
- Date of Incorporation 11 Jul, 2020
- Jurisdiction Hyderabad, Telangana, India
Associated legal entities of Kevalinvest
Kevalinvest operates through Keval Ifin Investment Services Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Keval Ifin Investment Services Llp CIN AAS-8537 | Active | 11 Jul 2020 | Hyderabad, Telangana | 2 | View details |
Products & Services of Kevalinvest
Kevalinvest offers a comprehensive portfolio of products and services, including Financial Planning, Asset Allocation, Risk Management, and Investment Tracking.
Service for creating personalized financial plans to achieve goals.
Tool for diversifying assets to minimize investment risks.
Advisory service for handling risks like illness and disability.
Platform to set goals and track investment progress online.
Board of directors of Keval Ifin Investment Services Llp (Kevalinvest)
Keval Ifin Investment Services Llp is the primary company behind Kevalinvest. The board of Keval Ifin Investment Services Llp currently have 2 directors; the longest-serving is Nikhil Tandulwadikar, appointed in 2020.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Nikhil Tandulwadikar DIN 08789865 | Designated Partner | 11 Jul 2020 | 6 yrs 4 mo | Keval Ifin Investment Services Llp |
| Pratibha Tandulwadikar DIN 08789866 | Designated Partner | 11 Jul 2020 | 6 yrs 4 mo | Keval Ifin Investment Services Llp |
Similar companies to Kevalinvest
Kevalinvest has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of Kevalinvest
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Kevalinvest (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 105.66 M | 376 |
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Frequently Asked Questions about Kevalinvest
Kevalinvest was founded in 2019.
Kevalinvest is headquartered in India.
Kevalinvest is a financial services provider focused on helping individuals manage cash flow and achieve investment success through personalized planning and asset allocation. They emphasize risk management for common issues like illness or disability, and offer tools to track investments and set goals. As an AMFI-registered distributor, they enable informed decisions via a user-friendly platform, catering to individual investors seeking stability and growth.
Kevalinvest offers Financial Planning, Asset Allocation, Risk Management, and Investment Tracking.
Kevalinvest operates through Keval Ifin Investment Services Llp.
The legal entities of Kevalinvest currently have 2 directors, including Nikhil Tandulwadikar, Pratibha Tandulwadikar.