About Money Secrets
Money Secrets is a Financial Services company based in Surat (India) founded in 2022. It operates as a financial advisory company providing investment products and money management education. It operates on a B2C and Advisory Services model. Money Secrets offers products and services including Mutual Fund Services, Health Insurance, Term Life Insurance, and General Insurance. Its focus areas include FinTech, Investment Tech, Financial Advisory and Wealth Management. Its legal entity in India is Money-secrets Imf Llp (AAL-3903). Similar companies include ICICI Lombard, Bajaj Finserv, SarvaGram, Bajaj Allianz General Insurance and Royal Sundaram and 4 more; 4 of its 9 listed similar companies have raised funding.
Company details
Money Secrets is a financial advisory firm based in Surat, India, that helps individuals boost financial growth through education and services like mutual funds, health insurance, and term life insurance. They offer products such as investments and general insurance to promote effective money management. The company aims to support financial freedom by partnering with clients for personalized strategies and tools.
- Headquarters Surat, India
- SectorsFinancial Services
- Email••••••••
- Website moneysecretsimf.com
- Social LinkedIn X Facebook Instagram
- Legal Name Money-Secrets Imf Llp
- Date of Incorporation 13 Dec, 2017
- Jurisdiction Surat, Gujarat, India
Associated legal entities of Money Secrets
Money Secrets operates through Money-Secrets Imf Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Money-Secrets Imf Llp CIN AAL-3903 | Active | 13 Dec 2017 | Surat, Gujarat | – | – | 2 | View details |
Products & Services of Money Secrets
Money Secrets offers a comprehensive portfolio of products and services, including Mutual Fund Services, Health Insurance, Term Life Insurance, and General Insurance.
Advisory for mutual fund investments and portfolio management
Services for health insurance plans and coverage options
Products for term life insurance and financial protection
Advisory on general insurance for various risks
Apps and channels of Money Secrets
Money Secrets publishes 1 mobile app with over 100 downloads.
Board of directors of Money-Secrets Imf Llp (Money Secrets)
Money-Secrets Imf Llp is the primary company behind Money Secrets. The board of Money-Secrets Imf Llp currently have 2 directors; the longest-serving is Sneh Lata Bothra, appointed in 2017. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sneh Lata Bothra DIN 07988727 | Designated Partner | 13 Dec 2017 | 8 yrs 10 mo | Money-Secrets Imf Llp |
| Neha Bothra DIN 10063813 | Designated Partner | 21 Apr 2023 | 3 yrs 6 mo | Money-Secrets Imf Llp |
Similar companies to Money Secrets
Money Secrets has 9 listed similar companies in our database, 4 of them funded. They include ICICI Lombard, Bajaj Finserv, SarvaGram, Bajaj Allianz General Insurance and Royal Sundaram, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| icicilombard.com | 2001 | Mumbai, India | $306.52M | 15,275 | Life, health, and general insurance services are provided across India. | |
| bajajfinserv.in | 2007 | Pune, India | – | 53,782 | Financial solutions including loans and insurance are offered. | |
| sarvagram.com | 2018 | Pune, India | $118.01M | 2,468 | Provider of home, personal, farm and business loans | |
| bajajallianz.com | 2001 | Pune, India | – | 8,517 | Offers insurance for health, vehicles, travel, life, and commercial needs. | |
| royalsundaram.in | 2001 | Chennai, India | $209.78M | 2,115 | General Insurance | |
| hdfcergo.com | 2002 | Mumbai, India | – | 10,644 | General insurance services are provided across India. | |
| reliancegeneral.co.in | 2001 | Mumbai, India | – | 6,463 | General insurance services are provided across India by Reliance General. | |
| libertyinsurance.in | 2013 | Mumbai, India | $53.9M | 1,223 | General insurance services are provided across India. | |
| bluekc.com | 1938 | Kansas, United States | – | 1,596 | Provides health insurance plans for individuals, families, employers, and Medicare recipients. |
Detailed similar companies of Money Secrets
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as Money Secrets (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 Money Secrets
Money Secrets was founded in 2022.
Money Secrets is headquartered in Surat, India. It is registered at Surat, Gujarat, India.
Money Secrets is a financial advisory firm based in Surat, India, that helps individuals boost financial growth through education and services like mutual funds, health insurance, and term life insurance. They offer products such as investments and general insurance to promote effective money management. The company aims to support financial freedom by partnering with clients for personalized strategies and tools.
Money Secrets's top competitors include ICICI Lombard, Bajaj Finserv and SarvaGram.
Money Secrets offers Mutual Fund Services, Health Insurance, Term Life Insurance, and General Insurance.
Money Secrets operates through Money-Secrets Imf Llp.
The legal entities of Money Secrets currently have 2 directors, including Neha Bothra, Sneh Lata Bothra.
Yes. Money Secrets publishes Money Secrets, with over 100 downloads.