Moneybee

Mumbai, India
Financial advisory, broking, and investment services in India.

About Moneybee

Moneybee is a Financial Services company based in Mumbai (India). Financial advisory, broking, and investment services in India. Its Indian entity Moneybee Securities Private Limited reported revenue of β‚Ή6.35 Cr. Moneybee offers products and services including Portfolio Management and Investment Advisory. Its focus areas include Banking Services, Investment Banking, Mergers and Acquisitions and Investment Services.

Company details

Moneybee is identified as a provider of personalized high-quality non-fund based financial services, focusing on areas such as portfolio management, broking, depository services, and investment banking. Services are constantly updated to meet evolving market demands, with an emphasis on client-driven strategies and long-term investment horizons. The company has been involved in transactions across sectors like pharmaceuticals and chemicals, where assets are managed for corporate and private clients by a research-oriented team. This approach ensures quality relationships and the identification of opportunities in small-cap investments.

Key Metrics
  • Annual Revenue
    ₹6.35 Cr

    FY 2025 · -19% YoY

  • Net Profit
    ₹24.4 Lakh

    FY 2025 · 4% margin

  • EBITDA
    ₹46.5 Lakh

    FY 2025 · 7% margin

Products & Services of Moneybee

Moneybee offers a comprehensive portfolio of products and services, including Portfolio Management and Investment Advisory.

Portfolio Management
Financial Services

Investment portfolios are managed for clients to achieve financial goals.

Investment Advisory
Financial Services

Advisory services are provided for investment decisions across various sectors.

Board of directors of Moneybee Securities Private Limited (Moneybee)

Moneybee Securities Private Limited is the primary company behind Moneybee. The board of Moneybee Securities Private Limited currently have 2 directors; the longest-serving is Dhiren Shah Shevantilal, appointed in 1991.

DirectorDesignationAppointedTenureEntity
Dhiren Shah Shevantilal
DIN 01149436
Managing Director15 Feb 199135 yrs 8 moMoneybee Securities Private Limited
Dipti Dhiren Shah
DIN 01149788
Director15 Feb 199135 yrs 8 moMoneybee Securities Private Limited

Financials of Moneybee

Figures of Moneybee Securities Private Limited, the primary company behind Moneybee, for FY 2025. Revenue was ₹6.35 Cr (-19% year on year). Net profit was ₹24.4 Lakh (4% margin). EBITDA was ₹46.5 Lakh (7% margin). Revenue has grown at a compounded annual rate of +1% over three years.

  • ₹6.35 CrRevenue · FY 2025 · -19% YoY
  • ₹24.4 LakhNet profit · 4% margin
  • ₹46.5 LakhEBITDA · 7% margin
  • ₹6.50 CrPaid-up capital
  • +1%Revenue CAGR, 3 years

Balance sheet, profit and loss, cash flow and ratios of Moneybee Securities Private Limited are on its company page.

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Top companies in Investment Banks

2 companies that operate in the same segment as Moneybee (Investment Banks) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Ambit is recognized as a leading provider of financial advice and capital in India.
1997Mumbai, Maharashtra, IndiaUSD 105.56 MUSD 116.66 M104
Commercial bank
1911Mumbai, Maharashtra, India
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Frequently Asked Questions about Moneybee

Moneybee is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.

The primary company behind Moneybee, Moneybee Securities Private Limited, reported revenue of β‚Ή6.35 Cr for FY 2025, down 19% year on year.

Moneybee is identified as a provider of personalized high-quality non-fund based financial services, focusing on areas such as portfolio management, broking, depository services, and investment banking. Services are constantly updated to meet evolving market demands, with an emphasis on client-driven strategies and long-term investment horizons. The company has been involved in transactions across sectors like pharmaceuticals and chemicals, where assets are managed for corporate and private clients by a research-oriented team. This approach ensures quality relationships and the identification of opportunities in small-cap investments.

Moneybee offers Portfolio Management and Investment Advisory.

Moneybee operates through Moneybee Securities Private Limited.

The legal entities of Moneybee currently have 2 directors, including Dhiren Shah Shevantilal, Dipti Dhiren Shah.

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