About Moneywise Financial Services
Moneywise Financial Services is a Financial Services company based in India founded in 2024. It provides financial planning, wealth management, and investment services to clients. It operates on a B2B and B2C model. The company has 463 employees. Its Indian entity Moneywise Financial Services Private Limited reported revenue of ₹189 Cr. Moneywise Financial Services offers products and services including Financial Planning, Wealth Management, Mutual Funds, Insurance Services, and Loans and Bonds. Its focus areas include FinTech, Investment Tech, Mutual Funds and Portfolio Management.
Company details
Moneywise Financial Services specializes in financial advisory, helping individuals and businesses with planning, wealth management, mutual funds, insurance, and loans. They emphasize optimizing time and money through expert 247 support and adaptable solutions. Based in India, they focus on reducing costs, limiting liability, and guiding clients in debt management, investments, and retirement planning. Services include venture capital assistance and commercial loans to support economic growth.
- Headquarters India
- Employees 463
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website moneywisefins.com
- Legal Name Moneywise Financial Services Private Limited
- Date of Incorporation 22 Mar, 1996
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹189 Cr
FY 2026 · -15% YoY
- Net Profit₹24.61 Cr
FY 2026 · 13% margin
- EBITDA₹111 Cr
FY 2026 · 59% margin
- Employee Count463
Associated legal entities of Moneywise Financial Services
Moneywise Financial Services operates through Moneywise Financial Services Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Moneywise Financial Services Private Limited CIN U51909DL1996PTC353582 | Active | 22 Mar 1996 | New Delhi, Delhi | ₹189 Cr | 472 | 9 | View details |
Products & Services of Moneywise Financial Services
Moneywise Financial Services offers a comprehensive portfolio of products and services, including Financial Planning, Wealth Management, Mutual Funds, Insurance Services, and Loans and Bonds.
Guides clients on budgeting, debt reduction, and investment strategies.
Manages assets and portfolios for long-term financial growth.
Offers funds for diversified investments and risk management.
Provides coverage options for financial protection and liabilities.
Facilitates borrowing and bond investments for capital needs.
Supports startups with funding and business growth advice.
Board of directors of Moneywise Financial Services Private Limited (Moneywise Financial Services)
Moneywise Financial Services Private Limited is the primary company behind Moneywise Financial Services. The board of Moneywise Financial Services Private Limited currently have 6 directors; the longest-serving is Himanshu Gupta, appointed in 2016. 30 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Himanshu Gupta DIN 03187614 | Director | 01 Jan 2016 | 10 yrs 10 mo | Moneywise Financial Services Private Limited |
| Pranay Aggarwal DIN 07827697 | Director | 22 Mar 2018 | 8 yrs 7 mo | Moneywise Financial Services Private Limited |
| Hari Das Khunteta DIN 00061925 | Director | 05 Nov 2022 | 4 yrs | Moneywise Financial Services Private Limited |
| Dinesh Kumar Sarraf DIN 00147870 | Director | 26 Mar 2024 | 2 yrs 7 mo | Moneywise Financial Services Private Limited |
| Durga Prasad DIN 10548934 | Director | 26 Mar 2024 | 2 yrs 7 mo | Moneywise Financial Services Private Limited |
| Subhash Chand Aggarwal DIN 00003267 | Director | 16 Jul 2024 | 2 yrs 3 mo | Moneywise Financial Services Private Limited |
Financials of Moneywise Financial Services
Figures of Moneywise Financial Services Private Limited, the primary company behind Moneywise Financial Services, for FY 2026. Revenue was ₹189 Cr (-15% year on year). Net profit was ₹24.61 Cr (13% margin). EBITDA was ₹111 Cr (59% margin). Revenue has grown at a compounded annual rate of +11% over three years and +18% over five years.
- ₹189 CrRevenue · FY 2026 · -15% YoY
- ₹24.61 CrNet profit · 13% margin
- ₹111 CrEBITDA · 59% margin
- ₹43.66 CrPaid-up capital
- 472Employees (provident fund records)
- +11%Revenue CAGR, 3 years
- +18%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Moneywise Financial Services Private Limited are on its company page.
Detailed financial statements for Moneywise Financial Services
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 Asset Management
3 companies that operate in the same segment as Moneywise Financial Services (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about Moneywise Financial Services
Moneywise Financial Services was founded in 2024.
Moneywise Financial Services is headquartered in India.
Moneywise Financial Services has 463 employees.
The primary company behind Moneywise Financial Services, Moneywise Financial Services Private Limited, reported revenue of ₹189 Cr for FY 2026, down 15% year on year.
Moneywise Financial Services specializes in financial advisory, helping individuals and businesses with planning, wealth management, mutual funds, insurance, and loans. They emphasize optimizing time and money through expert 247 support and adaptable solutions. Based in India, they focus on reducing costs, limiting liability, and guiding clients in debt management, investments, and retirement planning. Services include venture capital assistance and commercial loans to support economic growth.
Moneywise Financial Services offers Financial Planning, Wealth Management, Mutual Funds, Insurance Services, and 2 more products and services.
Moneywise Financial Services operates through Moneywise Financial Services Private Limited.
The legal entities of Moneywise Financial Services currently have 8 directors, including Hari Das Khunteta, Dinesh Kumar Sarraf, Pranay Aggarwal and others.