About Opportune Wealth
Opportune Wealth is a Financial Services company based in Mumbai (India) founded in 2016. It offers advisory services on equity, mutual funds, and financial planning for wealth growth. It operates on a B2B and B2C model. Its website opportunewealth.com draws about 681 thousand monthly visits. Its Indian entity Opportune Wealth Advisors Private Limited reported revenue of ₹30.9 Lakh. Opportune Wealth offers products and services including Equity Advisory, Mutual Fund Advisory, and Financial Life Planning. Its focus areas include Finance, Investment Advisory, Wealth Management and ESG Investing. Its competitors include Muthoot Fincorp, Stratzy and Motilal Oswal Private Wealth; 1 of its 3 listed competitors has raised funding.
Company details
Opportune Wealth Advisors Private Limited delivers investment advisory services to individuals and corporates, specializing in equity and mutual fund investments with an ESG focus. They use fundamental analysis to recommend stocks and funds that promote long-term wealth appreciation and risk management. Based in Mumbai, India, the company helps clients achieve financial goals through services like equity advisory, mutual fund recommendations, and life planning, emphasizing sustainable practices and strong company fundamentals.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website opportunewealth.com
- Legal Name Opportune Wealth Advisors Private Limited
- Date of Incorporation 03 May, 2016
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹30.9 Lakh
FY 2025 · -44% YoY
- Net Loss-₹9.8 Lakh
FY 2025 · -32% margin
- EBITDA-₹5.5 Lakh
FY 2025 · -18% margin
Associated legal entities of Opportune Wealth
Opportune Wealth operates through Opportune Wealth Advisors Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Opportune Wealth Advisors Private Limited CIN U74999MH2016PTC280611 | Active | 03 May 2016 | Mumbai, Maharashtra | ₹0.3 Cr | 2 | View details |
Products & Services of Opportune Wealth
Opportune Wealth offers a comprehensive portfolio of products and services, including Equity Advisory, Mutual Fund Advisory, and Financial Life Planning.
Provides stock investment advice based on research for long-term growth.
Offers recommendations on mutual funds through thorough analysis.
Assists in planning for goals like retirement and education via equity strategies.
Board of directors of Opportune Wealth Advisors Private Limited (Opportune Wealth)
Opportune Wealth Advisors Private Limited is the primary company behind Opportune Wealth. The board of Opportune Wealth Advisors Private Limited currently have 2 directors; the longest-serving is Ajaya Surajbhan Jain, appointed in 2016. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ajaya Surajbhan Jain DIN 00857921 | Director | 03 May 2016 | 10 yrs 5 mo | Opportune Wealth Advisors Private Limited |
| Suruchi Ajaya Jain DIN 07483077 | Managing Director | 03 May 2016 | 10 yrs 5 mo | Opportune Wealth Advisors Private Limited |
Financials of Opportune Wealth
Figures of Opportune Wealth Advisors Private Limited, the primary company behind Opportune Wealth, for FY 2025. Revenue was ₹30.9 Lakh (-44% year on year). Net loss was -₹9.8 Lakh (-32% margin). EBITDA was -₹5.5 Lakh (-18% margin). Revenue has grown at a compounded annual rate of -10% over three years and +5% over five years.
- ₹30.9 LakhRevenue · FY 2025 · -44% YoY
- -₹9.8 LakhNet loss · -32% margin
- -₹5.5 LakhEBITDA · -18% margin
- ₹35 LakhPaid-up capital
- -10%Revenue CAGR, 3 years
- +5%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Opportune Wealth Advisors Private Limited are on its company page.
Detailed financial statements for Opportune Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Verified entity values are shown only after access is granted.
Competitors of Opportune Wealth
Opportune Wealth has 3 listed competitors in our database, 1 of them funded. They include Muthoot Fincorp, Stratzy and Motilal Oswal Private Wealth.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| muthootfincorp.com | 1887 | Thiruvananthapuram, India | 40,991 | Non-banking financial company specializes in providing a range of financial products & services | ||
| stratzy.in | 2021 | Mumbai, India | $800,000 | Provider of wealth management services | ||
| motilaloswalpwm.com | 2007 | Mumbai, India | 7,917 | Offers comprehensive wealth management services, including portfolio advisory and financial planning. |
Detailed competitors of Opportune Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Opportune Wealth
The website of Opportune Wealth (opportunewealth.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Opportune Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Opportune Wealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Private Equity Funds
2 companies that operate in the same segment as Opportune Wealth (Private Equity Funds) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Private equity firm and fund of funds focused on multiple sectors | 2020 | India | USD 238.01 M | 969 | ||
Provides mutual fund investments, SIP options, and financial planning services online. | 2009 | Mumbai, Maharashtra, India | 93,874 |
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Frequently Asked Questions about Opportune Wealth
Opportune Wealth was founded in 2016.
Opportune Wealth is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind Opportune Wealth, Opportune Wealth Advisors Private Limited, reported revenue of ₹30.9 Lakh for FY 2025, down 44% year on year.
Opportune Wealth Advisors Private Limited delivers investment advisory services to individuals and corporates, specializing in equity and mutual fund investments with an ESG focus. They use fundamental analysis to recommend stocks and funds that promote long-term wealth appreciation and risk management. Based in Mumbai, India, the company helps clients achieve financial goals through services like equity advisory, mutual fund recommendations, and life planning, emphasizing sustainable practices and strong company fundamentals.
Opportune Wealth's top competitors include Stratzy, Muthoot Fincorp and Motilal Oswal Private Wealth.
Opportune Wealth offers Equity Advisory, Mutual Fund Advisory, and Financial Life Planning.
Opportune Wealth operates through Opportune Wealth Advisors Private Limited.
The legal entities of Opportune Wealth currently have 2 directors, including Ajaya Surajbhan Jain, Suruchi Ajaya Jain.
The website of Opportune Wealth receives about 681 thousand visits a month.