About m2m
m2m is a Financial Services company based in India founded in 2021. It provides financial advice, investment planning, insurance, and retirement services. It operates on a B2C model. Its Indian entity M2m Financial Services Private Limited reported revenue of ₹89.1 Lakh. m2m offers products and services including Mutual Fund Service, Life Insurance Service, Retirement Planning, and Tax Planning Service. Its focus areas include Insurance, Life and General Insurance, Individual Policies and FinTech. Similar companies include HDFC Mutual Fund, SBI Mutual Fund and DSP Mutual Fund.
Company details
M2M Financial Services Pvt. Ltd., based in Mumbai, India, specializes in simplifying financial decisions through tailored investment strategies, including mutual funds, life insurance, and tax planning. They assess clients needs, create personalized portfolios, and handle paperwork for services like retirement and estate planning. Serving individual investors, they ensure hassle-free guidance on wealth management and future goals.
- Headquarters India
- SectorsFinancial Services
- Email••••••••
- Website m2mfinancialservices.com
- Social LinkedIn Facebook YouTube
- Legal Name M2m Financial Services Private Limited
- Date of Incorporation 10 Dec, 2003
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹89.1 Lakh
FY 2024 · +29% YoY
- Net Profit₹4.9 Lakh
FY 2024 · 6% margin
- EBITDA₹7.4 Lakh
FY 2024 · 8% margin
Associated legal entities of m2m
m2m operates through M2m Financial Services Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| M2m Financial Services Private Limited CIN U67190MH2003PTC143478 | Active | 10 Dec 2003 | Mumbai, Maharashtra | ₹0.9 Cr | 2 | View details |
Products & Services of m2m
m2m offers a comprehensive portfolio of products and services, including Mutual Fund Service, Life Insurance Service, Retirement Planning, and Tax Planning Service.
Guides on mutual fund investments and portfolio management.
Offers advice on life insurance policies and coverage needs.
Assists in creating retirement strategies and savings plans.
Provides strategies for tax optimization and compliance.
Apps and channels of m2m
m2m publishes 1 mobile app with over 1K+ downloads; its YouTube channel M2M FINANCIAL has 2 subscribers.
Board of directors of M2m Financial Services Private Limited (m2m)
M2m Financial Services Private Limited is the primary company behind m2m. The board of M2m Financial Services Private Limited currently have 2 directors; the longest-serving is Mineshkumar J Mehta, appointed in 2021. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Mineshkumar J Mehta DIN 02030857 | Additional Director | 15 Nov 2021 | 4 yrs 11 mo | M2m Financial Services Private Limited |
| Pinki Mineshkumar Mehta DIN 02061591 | Additional Director | 15 Nov 2021 | 4 yrs 11 mo | M2m Financial Services Private Limited |
Financials of m2m
Figures of M2m Financial Services Private Limited, the primary company behind m2m, for FY 2024. Revenue was ₹89.1 Lakh (+29% year on year). Net profit was ₹4.9 Lakh (6% margin). EBITDA was ₹7.4 Lakh (8% margin). Revenue has grown at a compounded annual rate of +29% over three years and +14% over five years.
- ₹89.1 LakhRevenue · FY 2024 · +29% YoY
- ₹4.9 LakhNet profit · 6% margin
- ₹7.4 LakhEBITDA · 8% margin
- ₹1 LakhPaid-up capital
- +29%Revenue CAGR, 3 years
- +14%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of M2m Financial Services Private Limited are on its company page.
Detailed financial statements for m2m
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
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Verified entity values are shown only after access is granted.
Similar companies to m2m
m2m 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 m2m
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- Full competitor set
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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 m2m (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 m2m
m2m was founded in 2021.
m2m is headquartered in India.
The primary company behind m2m, M2m Financial Services Private Limited, reported revenue of ₹89.1 Lakh for FY 2024, up 29% year on year.
M2M Financial Services Pvt. Ltd., based in Mumbai, India, specializes in simplifying financial decisions through tailored investment strategies, including mutual funds, life insurance, and tax planning. They assess clients needs, create personalized portfolios, and handle paperwork for services like retirement and estate planning. Serving individual investors, they ensure hassle-free guidance on wealth management and future goals.
m2m's top competitors include SBI Mutual Fund, HDFC Mutual Fund and DSP Mutual Fund.
m2m offers Mutual Fund Service, Life Insurance Service, Retirement Planning, and Tax Planning Service.
m2m operates through M2m Financial Services Private Limited.
The legal entities of m2m currently have 2 directors, including Mineshkumar J Mehta, Pinki Mineshkumar Mehta.
Yes. m2m publishes M2M Financial, with over 1,000 downloads.