About Prognosis Financial
Prognosis Financial is a Financial Services company based in Delhi (India) founded in 2013. It offers brokerage, mutual funds, insurance, and wealth management services to clients. It operates on a B2C and B2B model. Its Indian entity Prognosis Financial Private Limited reported revenue of ₹23.2 Lakh. Prognosis Financial offers products and services including Equity Trading, Mutual Funds, Wealth Management, Insurance Services, and Retirement Saving. Its focus areas include FinTech, Investment Tech, Mutual Funds and Fund Distribution. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Prognosis Financial is a full-service securities firm based in New Delhi, India, offering wealth management, brokerage for equities, commodities, mutual funds, insurance, and loans. It operates through client-centric advisory services, supported by research teams, focusing on long-term value for individual and institutional investors. The firm maintains high ethical standards and provides tools for trading and retirement planning.
- Headquarters Delhi, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website prognosisfinancial.com
- Legal Name Prognosis Financial Pvt. Ltd.
- Date of Incorporation 02 May, 2013
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹23.2 Lakh
FY 2024 · -6% YoY
- Net Profit₹48,504
FY 2024 · 2% margin
- EBITDA₹62,109
FY 2024 · 3% margin
Associated legal entities of Prognosis Financial
Prognosis Financial operates through Prognosis Financial Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Prognosis Financial Private Limited CIN U65100DL2013PTC251412 | Active | 02 May 2013 | New Delhi, Delhi | ₹0.2 Cr | 3 | View details |
Products & Services of Prognosis Financial
Prognosis Financial offers a comprehensive portfolio of products and services, including Equity Trading, Mutual Funds, Wealth Management, Insurance Services, and Retirement Saving.
Platform for investing in stocks and futures options.
Intermediary for group investments in financial instruments.
Customized plans for client financial growth and security.
Facilitates life and general insurance coverage options.
Tools for planning and securing long-term retirement funds.
Board of directors of Prognosis Financial Private Limited (Prognosis Financial)
Prognosis Financial Private Limited is the primary company behind Prognosis Financial. The board of Prognosis Financial Private Limited currently have 3 directors; the longest-serving is Deepti Garg, appointed in 2013. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Deepti Garg DIN 06521131 | Director | 02 May 2013 | 13 yrs 6 mo | Prognosis Financial Private Limited |
| Sandeep Kumar Jindal DIN 06520939 | Director | 01 Dec 2023 | 2 yrs 11 mo | Prognosis Financial Private Limited |
| Gaurav Goyal DIN 08701524 | Director | 09 Apr 2024 | 2 yrs 7 mo | Prognosis Financial Private Limited |
Financials of Prognosis Financial
Figures of Prognosis Financial Private Limited, the primary company behind Prognosis Financial, for FY 2024. Revenue was ₹23.2 Lakh (-6% year on year). Net profit was ₹48,504 (2% margin). EBITDA was ₹62,109 (3% margin).
- ₹23.2 LakhRevenue · FY 2024 · -6% YoY
- ₹48,504Net profit · 2% margin
- ₹62,109EBITDA · 3% margin
- ₹50 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Prognosis Financial Private Limited are on its company page.
Detailed financial statements for Prognosis Financial
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 Prognosis Financial
Prognosis Financial has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of Prognosis Financial
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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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 Prognosis 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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Frequently Asked Questions about Prognosis Financial
Prognosis Financial was founded in 2013.
Prognosis Financial is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
The primary company behind Prognosis Financial, Prognosis Financial Private Limited, reported revenue of ₹23.2 Lakh for FY 2024, down 6% year on year.
Prognosis Financial is a full-service securities firm based in New Delhi, India, offering wealth management, brokerage for equities, commodities, mutual funds, insurance, and loans. It operates through client-centric advisory services, supported by research teams, focusing on long-term value for individual and institutional investors. The firm maintains high ethical standards and provides tools for trading and retirement planning.
Prognosis Financial's top competitors include UTI Mutual Fund, Avendus and 360 One.
Prognosis Financial offers Equity Trading, Mutual Funds, Wealth Management, Insurance Services, and Retirement Saving.
Prognosis Financial operates through Prognosis Financial Private Limited.
The legal entities of Prognosis Financial currently have 3 directors, including Sandeep Kumar Jindal, Deepti Garg, Gaurav Goyal.