About Pine Wealth
Pine Wealth is a Technology company based in Delhi (India) founded in 2019. It provides financial planning tools and investment advice for retirement and education. It operates on a B2C and D2C model. Its Indian entity Pine Wealth Private Limited reported revenue of ₹11.76 Cr. Pine Wealth offers products and services including Financial Calculators and Mobile App. Its focus areas include FinTech, Investment Tech, Financial Planning and Retirement Planning. Similar companies include HDFC Mutual Fund, SBI Mutual Fund and DSP Mutual Fund.
Company details
Pine Wealth delivers financial planning services focused on investment management, including calculators for retirement, higher education, and marriage expenses. They operate through a mobile app for hassle-free investments, emphasizing client dedication and integrity. Based in New Delhi, India, they serve individual clients by building long-term relationships through reliable tools and advice.
- Headquarters Delhi, India
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website pinewealth.in
- Legal Name Pine Wealth Private Limited
- Date of Incorporation 30 May, 2019
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹11.76 Cr
FY 2025 · +20% YoY
- Net Profit₹94.4 Lakh
FY 2025 · 8% margin
- EBITDA₹1.28 Cr
FY 2025 · 11% margin
Associated legal entities of Pine Wealth
Pine Wealth operates through Pine Wealth 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 |
|---|---|---|---|---|---|---|---|
| Pine Wealth Private Limited CIN U93000DL2019PTC350778 | Active | 30 May 2019 | New Delhi, Delhi | ₹11.8 Cr | 8 | View details |
Products & Services of Pine Wealth
Pine Wealth offers a comprehensive portfolio of products and services, including Financial Calculators and Mobile App.
Tools for estimating retirement, education, and marriage expenses.
App for paperless investment management and tracking.
Apps and channels of Pine Wealth
Pine Wealth publishes 2 mobile apps with over 500 downloads.
Board of directors of Pine Wealth Private Limited (Pine Wealth)
Pine Wealth Private Limited is the primary company behind Pine Wealth. The board of Pine Wealth Private Limited currently have 8 directors; the longest-serving is Parminder Kaur, appointed in 2019. 6 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Parminder Kaur DIN 08468332 | Director | 30 May 2019 | 7 yrs 4 mo | Pine Wealth Private Limited |
| Surjit Singh DIN 08468331 | Director | 30 May 2019 | 7 yrs 4 mo | Pine Wealth Private Limited |
| Mayank Kaurav DIN 08681766 | Director | 29 Jan 2020 | 6 yrs 8 mo | Pine Wealth Private Limited |
| Bharat Raj Sikri DIN 08681823 | Director | 29 Jan 2020 | 6 yrs 8 mo | Pine Wealth Private Limited |
| Vishal Rai DIN 08681829 | Director | 29 Jan 2020 | 6 yrs 8 mo | Pine Wealth Private Limited |
| Mohit Agarwal DIN 08681817 | Director | 29 Jan 2020 | 6 yrs 8 mo | Pine Wealth Private Limited |
| Mohit Tandon DIN 08681821 | Director | 29 Jan 2020 | 6 yrs 8 mo | Pine Wealth Private Limited |
| Rahul Kumar Kukreja DIN 08681804 | Director | 29 Jan 2020 | 6 yrs 8 mo | Pine Wealth Private Limited |
Financials of Pine Wealth
Figures of Pine Wealth Private Limited, the primary company behind Pine Wealth, for FY 2025. Revenue was ₹11.76 Cr (+20% year on year). Net profit was ₹94.4 Lakh (8% margin). EBITDA was ₹1.28 Cr (11% margin). Revenue has grown at a compounded annual rate of +15% over three years and +65% over five years.
- ₹11.76 CrRevenue · FY 2025 · +20% YoY
- ₹94.4 LakhNet profit · 8% margin
- ₹1.28 CrEBITDA · 11% margin
- ₹1 LakhPaid-up capital
- +15%Revenue CAGR, 3 years
- +65%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Pine Wealth Private Limited are on its company page.
Detailed financial statements for Pine Wealth
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.
Similar companies to Pine Wealth
Pine Wealth has 3 listed similar companies in our database. They include HDFC Mutual Fund, SBI Mutual Fund and DSP Mutual Fund.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hdfcfund.com | 1999 | Mumbai, India | 1,634 | Mutual fund services are provided with focus on investment management. | ||
| sbimf.com | 1987 | Mumbai, India | 1,555 | Provides mutual funds management and financial advisory services. | ||
| dspim.com | 1996 | Mumbai, India | 508 | Delivers comprehensive investment management services for funds. |
Detailed similar companies of Pine 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.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Pine Wealth (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Frequently Asked Questions about Pine Wealth
Pine Wealth was founded in 2019.
Pine Wealth is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
The primary company behind Pine Wealth, Pine Wealth Private Limited, reported revenue of ₹11.76 Cr for FY 2025, up 20% year on year.
Pine Wealth delivers financial planning services focused on investment management, including calculators for retirement, higher education, and marriage expenses. They operate through a mobile app for hassle-free investments, emphasizing client dedication and integrity. Based in New Delhi, India, they serve individual clients by building long-term relationships through reliable tools and advice.
Pine Wealth's top competitors include SBI Mutual Fund, HDFC Mutual Fund and DSP Mutual Fund.
Pine Wealth offers Financial Calculators and Mobile App.
Pine Wealth operates through Pine Wealth Private Limited.
The legal entities of Pine Wealth currently have 8 directors, including Mayank Kaurav, Bharat Raj Sikri, Vishal Rai and others.
Yes. Pine Wealth publishes Pine Wealth and 1 more app, with over 500 downloads.