One Portfolio

Andheri, India Founded: 2020 • Age: 6 yrs
Online platform providing mutual fund investments, SIP calculators, and insurance services.
Annual revenue $382 Latest available
Total funding $2.6M 2 rounds
Employees 1 Tracked headcount
Investors 2 Known backers
Products 5 Services tracked
Competitors 8 Brand Intelligence

About One Portfolio

One Portfolio is a company based in Andheri (India) founded in 2020. It operates as a D2C and B2C. One Portfolio has raised $2.58 million across 2 funding rounds from investors including Bennett, Coleman and Northern India Plywoods. The company has 1 employees as of March 31, 2022. One Portfolio offers products and services including SIP Calculator, Mutual Funds, Growth Calculator, Life Insurance Products, and Retirement Planner. One Portfolio operates in a competitive market with competitors including MetLife, Tata Capital, Kotak General Insurance, Modulus Alternatives and Subham Capital, among others.

  • Headquarter Andheri, India
  • Employees 1 as on 31 Mar, 2022
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Legal Name One Portfolio Advisory Private Limited
  • Date of Incorporation 03 Mar, 2021
  • Jurisdiction Mumbai, Maharashtra, India
Operational Areas
Financial Services → Capital Markets & Trading Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $381.79 (USD)
    0
    as on Mar 31, 2022
  • Net Profit
    -$3.53 K (USD)
    0
    as on Mar 31, 2022
  • EBITDA
    -$3.45 K (USD)
    0
    as on Mar 31, 2022
  • Total Equity Funding
    $2.58 M (USD)

    in 2 rounds

  • Latest Funding Round
    $2.23 M (USD), Seed

    Aug 26, 2025

  • Investors
  • Employee Count
    1

    as on Mar 31, 2022

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Products & Services of One Portfolio

One Portfolio offers a comprehensive portfolio of products and services, including SIP Calculator, Mutual Funds, Growth Calculator, Life Insurance Products, and Retirement Planner.

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Primary

Calculates wealth from regular mutual fund investments.

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Platform for buying and tracking mutual fund schemes.

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Estimates investment growth over time.

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Offers plans for life coverage and premium estimation.

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Helps plan future income needs for retirement.

Funding Insights of One Portfolio

One Portfolio has successfully raised a total of $2.58M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $2.23 million completed in August 2025. 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.

Investors in One Portfolio

One Portfolio has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Bennett, Coleman and Northern India Plywoods.

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Institutional
Investor Description Founded Year Domain Location
Printed newspapers are published by Bennett, Coleman in India.
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Investor details for One Portfolio

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
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  • Participation history

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Investments & Acquisitions by One Portfolio

Investments
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Investment portfolio details for One Portfolio

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  • Transaction dates
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Financial Statements - One Portfolio

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Detailed financials for One Portfolio

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  • Profit trends
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One Portfolio Comparisons

One Portfolio Primary company
Description
Online platform providing mutual fund investments, SIP calcu...
Location
Andheri, India
Founded Year
2020
Annual Revenue
$381.79 (USD)
Net Profit
-$3.53 K (USD)
EBITDA
-$3.45 K (USD)
Employees
1
As of 2022
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Peer comparison for One Portfolio

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of One Portfolio

One Portfolio 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 MetLife, Tata Capital, Kotak General Insurance, Modulus Alternatives and Subham Capital, among others.

Company Name Domain Founded year HQ Location Description
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Internet-based life, health, auto, home, and pet insurance is offered.
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Diversified non-banking financial services are provided by Tata Capital.
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Provider of motor and health insurance products with instant online renewal and easy policy purchase process
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Portfolio management is provided for individuals via fixed income instruments.
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Offers an online platform for portfolio management solutions tailored to consumers.
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Mobile app for mutual fund investments, tracking, and benefit maximization services.
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Detailed competitors of One Portfolio

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Latest news on One Portfolio

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Complete news archive for One Portfolio

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about One Portfolio

One Portfolio was founded in 2020 and raised its 1st funding round 5 years after it was founded.

One Portfolio is headquartered in Andheri, India. It is registered at Andheri, Maharashtra, India.

One Portfolio is a funded company, having raised a total of $2.58M across 2 funding rounds to date.

As of Mar 31, 2022, the latest employee count at One Portfolio is 1.

Annual revenue of One Portfolio is $381.79 as on Mar 31, 2022.

OnePortfolio Advisory Pvt. Ltd. operates as a financial services platform, offering tools for mutual fund investments, systematic investment plans (SIPs), and life insurance products. It provides online calculators for growth estimation, retirement planning, and goal-based investments. Based in Mumbai, India, it serves individual investors through its website, enabling easy access to financial products and educational resources. The company focuses on user-friendly interfaces for managing investments without promotional emphasis.

One Portfolio's top competitors include Tata Capital, MetLife and Modulus Alternatives.

One Portfolio offers SIP Calculator, Mutual Funds, Growth Calculator, Life Insurance Products, and Retirement Planner.

One Portfolio has 2 investors. Key investors include Bennett, Coleman, and Northern India Plywoods.

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