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 βΉ6.35 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.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Emailβ’β’β’β’β’β’β’β’
- Phoneβ’β’β’β’ β’β’β’β’
- Website moneybee.in
- Social LinkedIn X Facebook Instagram
- Legal Name Moneybee Securities Private Limited
- Date of Incorporation 15 Feb, 1991
- Jurisdiction Mumbai, Maharashtra, India
- 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
Associated legal entities of Moneybee
Moneybee operates through Moneybee Securities 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 |
|---|---|---|---|---|---|---|---|
| Moneybee Securities Private Limited CIN U65590MH1991PTC060326 | Active | 15 Feb 1991 | Mumbai, Maharashtra | ₹6.4 Cr | 2 | View details |
Products & Services of Moneybee
Moneybee offers a comprehensive portfolio of products and services, including Portfolio Management and Investment Advisory.
Investment portfolios are managed for clients to achieve financial goals.
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.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Dhiren Shah Shevantilal DIN 01149436 | Managing Director | 15 Feb 1991 | 35 yrs 8 mo | Moneybee Securities Private Limited |
| Dipti Dhiren Shah DIN 01149788 | Director | 15 Feb 1991 | 35 yrs 8 mo | Moneybee 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.
Detailed financial statements for Moneybee
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.
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.
| 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 105.56 M | USD 116.66 M | 104 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track β from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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 βΉ6.35 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.
