About Ortium Financial Services
Ortium Financial Services is a Financial Services company based in Mumbai (India) founded in 2018. It offers asset allocation, portfolio management, and investment advice for personal finances. It operates on a B2C model. Its Indian entity Ortium Financial Services Private Limited reported revenue of ₹75.6 Lakh. Ortium Financial Services offers products and services including Investment Portfolio Service and Financial Calculators. Its focus areas include FinTech, Investment Tech, Mutual Funds and Retirement Planning. Its competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services; 2 of its 3 listed competitors have raised funding.
Company details
Ortium Financial Services assists individuals in securing income and investments for retirement through asset allocation, long-term strategies, and patience in market fluctuations. They create balanced mutual fund portfolios, provide diversification, and conduct periodic reviews to manage risk and returns. Based in Mumbai, India, they serve clients seeking holistic financial planning with tools like calculators and transparent fee structures.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Email••••••••
- Website ortiumfin.com
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- Legal Name Ortium Financial Services Private Limited
- Date of Incorporation 01 Aug, 2018
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹75.6 Lakh
FY 2025 · +73% YoY
- Net Profit₹14.5 Lakh
FY 2025 · 19% margin
- EBITDA₹19.3 Lakh
FY 2025 · 26% margin
Associated legal entities of Ortium Financial Services
Ortium Financial Services operates through Ortium Financial Services 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 |
|---|---|---|---|---|---|---|---|
| Ortium Financial Services Private Limited CIN U65990MH2018PTC312380 | Active | 01 Aug 2018 | Mumbai, Maharashtra | ₹0.8 Cr | 3 | View details |
Products & Services of Ortium Financial Services
Ortium Financial Services offers a comprehensive portfolio of products and services, including Investment Portfolio Service and Financial Calculators.
Service for building balanced mutual fund portfolios to achieve retirement goals
Online tools for planning investments and assessing financial outcomes
Board of directors of Ortium Financial Services Private Limited (Ortium Financial Services)
Ortium Financial Services Private Limited is the primary company behind Ortium Financial Services. The board of Ortium Financial Services Private Limited currently have 3 directors; the longest-serving is Sparsh Kaeley, appointed in 2018. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sparsh Kaeley DIN 08191029 | Director | 01 Aug 2018 | 8 yrs 2 mo | Ortium Financial Services Private Limited |
| Anandbir Singh DIN 07098618 | Additional Director | 20 Nov 2018 | 7 yrs 11 mo | Ortium Financial Services Private Limited |
| Rashmi Suraj Kaeley DIN 08277038 | Director | 20 Nov 2018 | 7 yrs 11 mo | Ortium Financial Services Private Limited |
Financials of Ortium Financial Services
Figures of Ortium Financial Services Private Limited, the primary company behind Ortium Financial Services, for FY 2025. Revenue was ₹75.6 Lakh (+73% year on year). Net profit was ₹14.5 Lakh (19% margin). EBITDA was ₹19.3 Lakh (26% margin). Revenue has grown at a compounded annual rate of +57% over three years and +72% over five years.
- ₹75.6 LakhRevenue · FY 2025 · +73% YoY
- ₹14.5 LakhNet profit · 19% margin
- ₹19.3 LakhEBITDA · 26% margin
- ₹9 LakhPaid-up capital
- +57%Revenue CAGR, 3 years
- +72%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Ortium Financial Services Private Limited are on its company page.
Detailed financial statements for Ortium 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
- Downloads
Verified entity values are shown only after access is granted.
Competitors of Ortium Financial Services
Ortium Financial Services has 3 listed competitors in our database, 2 of them funded. They include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
| 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. | ||
| equentis.com | 2015 | Mumbai, India | $10.59M | 1,602 | Investment advisory and research platform |
Detailed competitors of Ortium Financial Services
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.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Ortium Financial Services (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 Ortium Financial Services
Ortium Financial Services was founded in 2018.
Ortium Financial Services is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind Ortium Financial Services, Ortium Financial Services Private Limited, reported revenue of ₹75.6 Lakh for FY 2025, up 73% year on year.
Ortium Financial Services assists individuals in securing income and investments for retirement through asset allocation, long-term strategies, and patience in market fluctuations. They create balanced mutual fund portfolios, provide diversification, and conduct periodic reviews to manage risk and returns. Based in Mumbai, India, they serve clients seeking holistic financial planning with tools like calculators and transparent fee structures.
Ortium Financial Services's top competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
Ortium Financial Services offers Investment Portfolio Service and Financial Calculators.
Ortium Financial Services operates through Ortium Financial Services Private Limited.
The legal entities of Ortium Financial Services currently have 3 directors, including Anandbir Singh, Sparsh Kaeley, Rashmi Suraj Kaeley.