About MoneyPlanned
MoneyPlanned is a company based in Bengaluru (India) founded in 2017 by Nikhila Sastry and Sameer Shashank.. MoneyPlanned has raised $374.01 thousand across 3 funding rounds from investors including IP Ventures, Expert DOJO and Sameer Khan. MoneyPlanned offers products and services including Investment App, SIP Calculator, and Lumpsum Calculator. MoneyPlanned operates in a competitive market with competitors including EasyPlan, SaveSage, Mintzip, Index and AI Money, among others.
- Headquarter Bengaluru, India
- Founders Nikhila Sastry, Sameer Shashank
- Stage Minicorn
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
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Social
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- Legal Name Gss Prosper Springs Private Limited
- Date of Incorporation 15 Nov, 2017
- Jurisdiction Bangalore, Karnataka, India
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Annual Revenue
$5.01 K (USD)70.25as on Mar 31, 2022
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Net Profit
$-71.8 K (USD)-395.93as on Mar 31, 2022
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EBITDA
$-71.34 K (USD)-398.55as on Mar 31, 2022
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Total Equity Funding
$374.01 K (USD)
in 3 rounds
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Latest Funding Round
$313.39 K (USD), Seed
Apr 09, 2022
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Investors
IP Ventures
& 51 more
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Employee Count
Employee Count
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Products & Services of MoneyPlanned
MoneyPlanned offers a comprehensive portfolio of products and services, including Investment App, SIP Calculator, and Lumpsum Calculator. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
App for building and managing mutual fund portfolios.
Tool to calculate systematic investment plan returns.
Calculator for estimating lumpsum investment growth.
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Funding Insights of MoneyPlanned
MoneyPlanned has successfully raised a total of $374.01K across 3 strategic funding rounds. The most recent funding activity was a Seed round of $313.39 thousand completed in April 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Seed — $313,385
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First Round
First Round
(09 Jan 2020)
- Investors Count 52
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr, 2022 | Amount | Seed - MoneyPlanned | Valuation | Inflection Point Ventures , Blue Boy Consulting | |
| Nov, 2021 | Amount | Seed - MoneyPlanned | Valuation | Sameer Khan | |
| Jan, 2020 | Amount | Angel Round - MoneyPlanned | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in MoneyPlanned
MoneyPlanned has secured backing from 52 investors, including venture fund, angel, and institutional investors. Prominent investors backing the company include IP Ventures, Expert DOJO and Sameer Khan. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Investments are made in early-stage tech startups across sectors.
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Founded Year | Domain | Location | |
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Influencer marketing, branding, and communication services are provided.
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Founded Year | Domain | Location | |
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Venture capital investment in tech-startups
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by MoneyPlanned
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - MoneyPlanned
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Moneyplanned Comparisons
Competitors of MoneyPlanned
MoneyPlanned operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as EasyPlan, SaveSage, Mintzip, Index and AI Money, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Expense tracking, savings and investment platform
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| domain | founded_year | HQ Location |
Platform that offers strategies for saving money along with credit card rewards and loyalty programs
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| domain | founded_year | HQ Location |
Savings and money management platform
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| domain | founded_year | HQ Location |
Personal finances are managed via an app-based platform for individuals.
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| domain | founded_year | HQ Location |
Mobile app for tracking and managing user expenses on devices.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Moneyplanned
Frequently Asked Questions about MoneyPlanned
When was MoneyPlanned founded?
MoneyPlanned was founded in 2017 and raised its 1st funding round 3 years after it was founded.
Where is MoneyPlanned located?
MoneyPlanned is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Who is the current CEO of MoneyPlanned?
Sameer Shashank is the current CEO of MoneyPlanned. They have also founded this company.
Is MoneyPlanned a funded company?
MoneyPlanned is a funded company, having raised a total of $374.01K across 3 funding rounds to date. The company's 1st funding round was a Angel Round of $15.34K, raised on Jan 09, 2020.
What is the annual revenue of MoneyPlanned?
Annual revenue of MoneyPlanned is $5.01K as on Mar 31, 2022.
What does MoneyPlanned do?
AI-driven financial planning platform for individuals. It features personalized financial planning, investments and automated tracking. The app is available on both Android and iOS devices. It offers tools for portfolio creation, optimization, and tracking, aiming to simplify the investment process. The platform utilizes algorithms to adjust portfolios based on defined investment strategies.
Who are the top competitors of MoneyPlanned?
What products or services does MoneyPlanned offer?
MoneyPlanned offers Investment App, SIP Calculator, and Lumpsum Calculator.
Who are MoneyPlanned's investors?
MoneyPlanned has 52 investors. Key investors include IP Ventures, Expert DOJO, Sameer Khan, Joseph Saviano, and Firstport Capital.
What is MoneyPlanned's valuation?
The valuation of MoneyPlanned is $2.98M as of Apr 2022.
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