About New Vertical
New Vertical is a Financial Services company based in India founded in 2016. It provides personalized financial advisory, investment broking, and wealth planning services. It operates on a B2C and B2B model. New Vertical offers products and services including Direct Equity, Mutual Funds, Insurance, Real Estate, and Loans. Its focus areas include FinTech, Investment Tech, Wealth Management and Equity and Mutual Funds. Its competitors include Prudent and Reliance Capital; 1 of its 2 listed competitors has raised funding.
Company details
New Vertical is a financial services firm that delivers personalized advisory, broking, and wealth management through expert guidance. It focuses on services like direct equity, mutual funds, insurance, and loans, catering to individual and corporate clients. Based in India, it emphasizes client risk appetite and long-term strategies, partnering with trusted entities for comprehensive financial solutions.
- Headquarters India
- SectorsFinancial Services
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- Website newvertical.in
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- Annual Revenue$5.41 K (USD)as on Mar 31, 2022
Associated legal entities of New Vertical
New Vertical is associated with 2 registered companies on The Company Check. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| New Vertical Imf Private Limited CIN U66000DL2021PTC376187 | Active | 27 Jan 2021 | Delhi, Delhi | ₹0.2 Cr | 2 | View details | |
| New Vertical Vera Private Limited CIN U74999DL2016PTC304387 | Active | 12 Aug 2016 | Delhi, Delhi | ₹1.2 Cr | 2 | View details |
Products & Services of New Vertical
New Vertical offers a comprehensive portfolio of products and services, including Direct Equity, Mutual Funds, Insurance, Real Estate, and Loans.
Advisory for stock investments based on client risk profiles.
Guidance on fund selection for diversified portfolio growth.
Consultation for tailored insurance plans against risks.
Advice on property investments for long-term wealth building.
Assistance in securing loans aligned with financial goals.
Board of directors of New Vertical
The boards of the 2 registered companies of New Vertical currently have 4 directors; the longest-serving is Dipin Kwatra, appointed in 2017. 6 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Dipin Kwatra DIN 03518701 | Director | 01 Jul 2017 | 9 yrs 4 mo | New Vertical Vera Private Limited |
| Yashwinder Pal Singh DIN 07657493 | Director | 27 Jan 2021 | 5 yrs 9 mo | New Vertical Imf Private Limited |
| Dheeraj Kumar Sharma DIN 09043692 | Director | 27 Jan 2021 | 5 yrs 9 mo | New Vertical Imf Private Limited |
| Kumar Abhishek DIN 08122346 | Director | 06 Sep 2021 | 5 yrs 1 mo | New Vertical Vera Private Limited |
Financials of New Vertical
Figures of New Vertical Imf Private Limited, the primary company behind New Vertical, for FY 2024. Revenue was ₹15.5 Lakh (-11% year on year). Net loss was -₹3.2 Lakh (-21% margin). EBITDA was -₹2.2 Lakh (-15% margin).
- ₹15.5 LakhRevenue · FY 2024 · -11% YoY
- -₹3.2 LakhNet loss · -21% margin
- -₹2.2 LakhEBITDA · -15% margin
- ₹10 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of New Vertical Imf Private Limited are on its company page.
Detailed financial statements for New Vertical
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Downloads
Verified entity values are shown only after access is granted.
Competitors of New Vertical
New Vertical has 2 listed competitors in our database, 1 of them funded. They include Prudent and Reliance Capital.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| prudentcorporate.com | 2000 | Ahmedabad, India | $138,131 | 677 | Provider of financial products and investment services | |
| reliancecapital.co.in | 1986 | Mumbai, India | 18,360 | Financial services including loans, insurance, and asset management are provided. |
Detailed competitors of New Vertical
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Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as New Vertical (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about New Vertical
New Vertical was founded in 2016.
New Vertical is headquartered in India.
Annual revenue of New Vertical is $5.41K as on Mar 31, 2022.
New Vertical is a financial services firm that delivers personalized advisory, broking, and wealth management through expert guidance. It focuses on services like direct equity, mutual funds, insurance, and loans, catering to individual and corporate clients. Based in India, it emphasizes client risk appetite and long-term strategies, partnering with trusted entities for comprehensive financial solutions.
New Vertical's top competitors include Prudent and Reliance Capital.
New Vertical offers Direct Equity, Mutual Funds, Insurance, Real Estate, and Loans.
New Vertical is associated with 2 legal entities: New Vertical Imf Private Limited, New Vertical Vera Private Limited.
The legal entities of New Vertical currently have 4 directors, including Yashwinder Pal Singh, Dheeraj Kumar Sharma, Kumar Abhishek and others.