Moneyella

India Founded: 2020 • Age: 6 yrs
Provides financial services for portfolio management, mutual funds, bonds, and insurance products.

About Moneyella

Moneyella is a Financial Services company based in India founded in 2020. It provides financial services for portfolio management, mutual funds, bonds, and insurance products. It operates on a B2B and D2C model. The company has 1 employees. Its Indian entity Moneyella Securities Private Limited reported revenue of β‚Ή20.2 Lakh. Moneyella offers products and services including Mutual Funds, Bonds, Insurance, Fixed Deposit, and Unlisted Shares. Its focus areas include FinTech, Investment Tech, Wealth Management and Portfolio Advisory.

Company details

Moneyella Securities Delivers A Range Of Financial Services Such As Mutual Funds, Bonds, Insurance, Fixed Deposits, Unlisted Shares, And Portfolio Management To Professionals Seeking Investment Advice. They Enable Portfolio Management Through Online Tools And Calculators, Helping Clients Allocate Assets Effectively. Based In New Delhi, India, They Focus On High-net-worth Individuals And Institutions For Personalized Financial Solutions.

  • Headquarters India
  • Employees 1
  • Sectors
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website moneyella.com
  • Social LinkedIn Facebook Instagram
  • Legal Name Moneyella Securities Pvt Ltd
  • Date of Incorporation 02 Feb, 2021
  • Jurisdiction Delhi, India
Key Metrics
  • Annual Revenue
    ₹20.2 Lakh

    FY 2025 · +55% YoY

  • Net Profit
    ₹3.3 Lakh

    FY 2025 · 16% margin

  • EBITDA
    ₹4.8 Lakh

    FY 2025 · 24% margin

  • Employee Count
    1

Products & Services of Moneyella

Moneyella offers a comprehensive portfolio of products and services, including Mutual Funds, Bonds, Insurance, Fixed Deposit, and Unlisted Shares.

Mutual Funds
Investment

Managed schemes that pool investor money to buy securities for growth.

Bonds
Debt Instruments

Financial tools for lending to issuers with fixed interest returns.

Insurance
Risk Protection

Provides coverage against uncertain events through premium payments.

Fixed Deposit
Savings Products

Low-risk options for growing savings at a fixed interest rate.

Unlisted Shares
Equity Investments

Shares from companies not listed on stock exchanges for private investment.

PMS
Wealth Advisory

Personalized services for managing finances of high-net-worth individuals.

Apps and channels of Moneyella

Moneyella publishes 1 mobile app.

Moneyella
App Store Finance 4+
Developer: Moneyella Securities Pvt Ltd
View on App Store

Board of directors of Moneyella Securities Private Limited (Moneyella)

Moneyella Securities Private Limited is the primary company behind Moneyella. The board of Moneyella Securities Private Limited currently have 2 directors; the longest-serving is Sheenu Gupta, appointed in 2021. 1 earlier director has ceased.

DirectorDesignationAppointedTenureEntity
Sheenu Gupta
DIN 09049091
Director02 Feb 20215 yrs 8 moMoneyella Securities Private Limited
Siddhant Gupta
DIN 09049090
Director02 Feb 20215 yrs 8 moMoneyella Securities Private Limited

Financials of Moneyella

Figures of Moneyella Securities Private Limited, the primary company behind Moneyella, for FY 2025. Revenue was ₹20.2 Lakh (+55% year on year). Net profit was ₹3.3 Lakh (16% margin). EBITDA was ₹4.8 Lakh (24% margin). Revenue has grown at a compounded annual rate of +134% over three years.

  • ₹20.2 LakhRevenue · FY 2025 · +55% YoY
  • ₹3.3 LakhNet profit · 16% margin
  • ₹4.8 LakhEBITDA · 24% margin
  • ₹5 LakhPaid-up capital
  • +134%Revenue CAGR, 3 years

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

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Detailed financial statements for Moneyella

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
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Top companies in Investment & Wealth Tech

3 companies that operate in the same segment as Moneyella (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment consultant for future & options and commodities
1987Kochi, Kerala, IndiaUSD 71.52 M2,690
Technology-led financial products and infrastructure services are provided for consumers.
2021Mumbai, Maharashtra, IndiaUSD 145.66 MUSD 1.98 M376
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Frequently Asked Questions about Moneyella

Moneyella was founded in 2020.

Moneyella is headquartered in India.

Moneyella has 1 employees.

The primary company behind Moneyella, Moneyella Securities Private Limited, reported revenue of β‚Ή20.2 Lakh for FY 2025, up 55% year on year.

Moneyella Securities Delivers A Range Of Financial Services Such As Mutual Funds, Bonds, Insurance, Fixed Deposits, Unlisted Shares, And Portfolio Management To Professionals Seeking Investment Advice. They Enable Portfolio Management Through Online Tools And Calculators, Helping Clients Allocate Assets Effectively. Based In New Delhi, India, They Focus On High-net-worth Individuals And Institutions For Personalized Financial Solutions.

Moneyella offers Mutual Funds, Bonds, Insurance, Fixed Deposit, and 2 more products and services.

Moneyella operates through Moneyella Securities Private Limited.

The legal entities of Moneyella currently have 2 directors, including Sheenu Gupta, Siddhant Gupta.

Yes. Moneyella publishes Moneyella.

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