About Orbis Financial
Orbis Financial is a Financial Services company based in Gurugram (India) founded in 2006 by Vijay Kelkar and Atul Gupta. Securities services including custodial and portfolio management are provided. It operates on a Professional Services and FinTech model. Orbis Financial has raised $36.98 million across 5 funding rounds from investors including Tradebulls, Rurash and Altius Investech. The company has 169 employees. Orbis Financial was last valued at $226.2 million in December 2023. Its chief executive, as recorded, is Atul Gupta. Its Indian entity Orbis Financial Corporation Limited reported revenue of ₹560 Cr. Orbis Financial offers products and services including Custody Services, RTA Services, and Trustee Services. Its focus areas include Financials, Capital Markets and Securities Services.
Company details
Orbis Financial Corporation Limited is established as a prominent provider of securities services in India since 2009. Services are offered in custody, registrar and transfer agency, and trustee solutions. The company caters to a diverse clientele including domestic and foreign institutional investors, high net worth individuals, and corporates. Operations are supported by SEBI registrations as a custodian, designated depository participant, and clearing member across multiple exchanges. A subsidiary, Orbis Trusteeship Services Private Limited, extends trustee services for various financial instruments and structures. Technology-driven platforms are utilized to ensure efficient and innovative service delivery across the capital markets sector.
- Headquarters Gurugram, India
- Employees 169
- Founders Vijay Kelkar, Atul Gupta
- Stage Minicorn
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website orbisfinancial.in
- Social LinkedIn
- Legal Name Orbis Financial Corporation Limited
- Date of Incorporation 28 Nov, 2005
- Jurisdiction Gurgaon, Haryana, India
- Annual Revenue₹560 Cr
FY 2025 · +30% YoY
- Net Profit₹205 Cr
FY 2025 · 37% margin
- EBITDA₹379 Cr
FY 2025 · 68% margin
- Total Equity Funding$36.98M (USD)
in 5 rounds
- Latest Funding Round$12.24M (USD), Angel Round
Dec 2023
- InvestorsTradebulls
& 49 more
- Employee Count169
Associated legal entities of Orbis Financial
Orbis Financial is associated with 3 registered companies on The Company Check; the primary company is Orbis Financial Corporation Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Orbis Financial Corporation Limited CIN U67120HR2005PLC036952 | Active | 28 Nov 2005 | Gurgaon, Haryana | ₹560 Cr | 169 | 9 | View details |
| Orbis Securities Private Limited CIN U67100HR2008PTC038271 | Strike Off | 18 Aug 2008 | Gurgaon, Haryana | ₹0.2 Cr | 3 | View details | |
| Orbis Capital Limited CIN U74991HR2006PLC036951 | Amalgamated | 20 May 2006 | Gurgaon, Haryana | ₹0.1 Cr | 7 | View details |
Products & Services of Orbis Financial
Orbis Financial offers a comprehensive portfolio of products and services, including Custody Services, RTA Services, and Trustee Services.
Custody services are provided for securities management and safekeeping.
Registrar and transfer agency services are offered to companies.
Trustee services are rendered for various financial structures.
Funding Insights of Orbis Financial
Orbis Financial has successfully raised a total of $36.98M across 5 strategic funding rounds. The most recent funding activity was a Angel Round of $12.24 million completed in December 2023. 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 $36.98M
- Total Rounds 5
- Last Round Angel Round — $12.24M
- First Round $1.47M
(Sep 2020)
- Investors Count 50
All 5 funding rounds of Orbis Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2023 | $12.24M | Angel Round | $226.2M | Ashish Kacholia | |
| Dec 2022 | $13.61M | Series A | $110.19M | Ashish Kacholia | |
| Mar 2022 | $2.97M | Series A | $••••• | Plutus Wealth Management, RC Jain Family Trust | |
| Feb 2021 | $6.7M | Series A | $••••• | Plutus Wealth Management, RC Jain Family Trust | |
| Sep 2020 | $1.47M | Angel Round | $••••• | Arpit Khandelwal | – |
| Date | Valuation | Stage |
|---|---|---|
| Dec 2023 | $226.2M | •••••••• |
| Dec 2022 | $110.19M | •••••••• |
| Mar 2022 | $••••• | •••••••• |
| Feb 2021 | $••••• | •••••••• |
| Sep 2020 | $••••• | •••••••• |
Full valuation and stage history of Orbis Financial
Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.
- All valuation points
- Stage changes
- Dates
- Exports
Verified entity values are shown only after access is granted.
Last known valuation $226.2M (Dec 2023). 50 investors in total: 23 institutional and 27 angel.
Investors in Orbis Financial
Orbis Financial has secured backing from 50 investors, including angel, institutional, and venture fund investors. Prominent investors backing the company include Tradebulls, Rurash and Altius Investech.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm focused on multiple sectors | neuradservices.tcc.mode | Hyderabad, India | ||
Provides wealth management, unlisted equity, mutual funds, and loan services in India. | 2019 | rurashfin.com | Mumbai, India | |
| raghavinvestment.tcc.mode | ||||
| rcjainfamilytrust.tcc.mode | ||||
Investment management platform for unlisted and pre-IPO shares is operated. | 2002 | altiusinvestech.com | Kolkata, India | |
| ganeshaekvityventures.tcc.mode | ||||
Functions as an investment management firm for diversified funds and portfolios. | 3acapital.in | Mumbai, India | ||
Financial planning and investment management services are provided by Plutus. | plutuswealth.com | London, United Kingdom | ||
| adholdings.tcc.mode | ||||
| ssfuels.tcc.mode |
Investor details for Orbis Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Verified entity values are shown only after access is granted.
Board of directors of Orbis Financial Corporation Limited (Orbis Financial)
Orbis Financial Corporation Limited is the primary company behind Orbis Financial. The boards of the 3 registered companies of Orbis Financial currently have 11 directors; the longest-serving is Rup Chand Jain, appointed in 2007. 53 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rup Chand Jain DIN 00092600 | Director | 27 Feb 2007 | 19 yrs 7 mo | Orbis Financial Corporation Limited |
| Sanjiv Saraf DIN 00003998 | Director | 26 Feb 2010 | 16 yrs 7 mo | Orbis Capital Limited |
| Manasi Gupta DIN 05355444 | Director | 16 Jun 2014 | 12 yrs 4 mo | Orbis Financial Corporation Limited |
| Atul Gupta DIN 00528086 | Director | 03 Mar 2015 | 11 yrs 7 mo | Orbis Securities Private Limited, Orbis Capital Limited, Orbis Financial Corporation Limited |
| Karan Gupta DIN 03386696 | Director | 24 Sep 2015 | 11 yrs 1 mo | Orbis Capital Limited |
| Shachindra Nath DIN 00510618 | Director | 30 Jun 2016 | 10 yrs 3 mo | Orbis Capital Limited |
| Vineet Parekh DIN 07603487 | Director | 01 Sep 2016 | 10 yrs 1 mo | Orbis Securities Private Limited |
| Shyamsunder Basudeo Agarwal DIN 08516709 | CEO | 15 Dec 2017 | 8 yrs 10 mo | Orbis Financial Corporation Limited |
| Anil Gadoo DIN 08048233 | Director | 22 Dec 2017 | 8 yrs 10 mo | Orbis Securities Private Limited |
| Abhimanyu Ramanujacharya Siddhartha DIN 08255401 | Director | 12 Oct 2018 | 8 yrs | Orbis Capital Limited, Orbis Financial Corporation Limited |
| Om Prakash Dani DIN 00180703 | Additional Director | 01 Apr 2025 | 1 yr 6 mo | Orbis Financial Corporation Limited |
People of Orbis Financial
3 people are tracked at Orbis Financial (3 in leadership); the tracked headcount is 169.
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
| Co-Founder & Co-CEO | Leadership | |
Shyam Agarwal | Co-CEO & Managing Director | Leadership |
Complete people profiles for Orbis Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Verified entity values are shown only after access is granted.
Financials of Orbis Financial
Figures of Orbis Financial Corporation Limited, the primary company behind Orbis Financial, for FY 2025. Revenue was ₹560 Cr (+30% year on year). Net profit was ₹205 Cr (37% margin). EBITDA was ₹379 Cr (68% margin). Revenue has grown at a compounded annual rate of +43% over three years and +66% over five years.
- ₹560 CrRevenue · FY 2025 · +30% YoY
- ₹205 CrNet profit · 37% margin
- ₹379 CrEBITDA · 68% margin
- ₹125 CrPaid-up capital
- 169Employees (provident fund records)
- +43%Revenue CAGR, 3 years
- +66%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Orbis Financial Corporation Limited are on its company page.
Detailed financial statements for Orbis Financial
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of Orbis Financial
4 dated milestones of Orbis Financial across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Orbis Financial is founded.
- Funding First funding round of $1.5M.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Angel Round, of $12.2M.
Web traffic of Orbis Financial
The website of Orbis Financial (orbisfinancial.in) receives about 6.2K visits a month.
- Monthly visits6.2K
▲ 23.8% vs previous month
Websites whose visitors overlap most with Orbis Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
orbisonline.in | orbisonline.in | 100% | #1,021,043 | – | |
orbis.com | orbis.com | 88% | #411,053 | – | |
| moneylife.in | 83% | 417.2K | #92,553 | View details | |
| wwipl.com | 83% | 112.2K | #483,177 | View details | |
| unlistedzone.com | 83% | 725.8K | #112,730 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Orbis Financial
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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 Orbis Financial (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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Related news about Orbis Financial
Complete news archive for Orbis Financial
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Frequently Asked Questions about Orbis Financial
Orbis Financial was founded in 2006 and raised its 1st funding round 14 years after it was founded.
Orbis Financial is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
Atul Gupta is the CEO of Orbis Financial, as recorded in our data. They have also founded this company.
Orbis Financial is a funded company, having raised a total of $36.98M across 5 funding rounds to date. The company's 1st funding round was a Angel Round of $1.47M, raised on Sep 2020.
Orbis Financial has 169 employees.
The primary company behind Orbis Financial, Orbis Financial Corporation Limited, reported revenue of ₹560 Cr for FY 2025, up 30% year on year.
Orbis Financial Corporation Limited is established as a prominent provider of securities services in India since 2009. Services are offered in custody, registrar and transfer agency, and trustee solutions. The company caters to a diverse clientele including domestic and foreign institutional investors, high net worth individuals, and corporates. Operations are supported by SEBI registrations as a custodian, designated depository participant, and clearing member across multiple exchanges. A subsidiary, Orbis Trusteeship Services Private Limited, extends trustee services for various financial instruments and structures. Technology-driven platforms are utilized to ensure efficient and innovative service delivery across the capital markets sector.
Orbis Financial offers Custody Services, RTA Services, and Trustee Services.
Orbis Financial has 50 investors. Key investors include Tradebulls, Rurash, Altius Investech, Unizon, and 3A Financial Services.
The valuation of Orbis Financial is $226.2M as of Dec 2023.
Orbis Financial is associated with 3 legal entities: Orbis Financial Corporation Limited, Orbis Securities Private Limited, Orbis Capital Limited.
The legal entities of Orbis Financial currently have 14 directors, including Atul Gupta, Vineet Parekh, Anil Gadoo and others.