About R Group Financial
R Group Financial is a Financial Services company based in Apple Valley (United States) founded in 2013. It offers financial advisory services specializing in retirement planning and investment strategies. It operates on a B2C model. Its Indian entity Fdc Web Technologies Private Limited reported revenue of ₹10.79 Cr. Its focus areas include Advisory Services, Investment Management and Retirement Planning. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
R Group Financial offers financial advisory services specializing in retirement planning and investment strategies through offering financial products and advice, providing advisory services, investment management, and supporting retirement planning. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field.
- Headquarters Apple Valley, United States
- SectorsFinancial Services
- Website rgroupfinancial.com
- Social X
- Legal Name Fdc Web Technologies Private Limited
- Date of Incorporation 07 Jun, 2018
- Jurisdiction Kanayannur, Kerala, India
- Indian entity revenue₹10.79 Cr
FY 2025 · +28% YoY
- Indian entity net profit₹1.55 Cr
FY 2025 · 14% margin
- Indian entity EBITDA₹2.20 Cr
FY 2025 · 20% margin
Associated legal entities of R Group Financial
R Group Financial operates through Fdc Web Technologies 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 |
|---|---|---|---|---|---|---|---|
| Fdc Web Technologies Private Limited CIN U72900KL2018FTC053590 | Active | 07 Jun 2018 | Kanayannur, Kerala | ₹10.8 Cr | 2 | View details |
Board of directors of Fdc Web Technologies Private Limited (R Group Financial)
Fdc Web Technologies Private Limited is the primary company behind R Group Financial. The board of Fdc Web Technologies Private Limited currently have 2 directors; the longest-serving is Alexis Berno, appointed in 2018. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Alexis Berno DIN 08152516 | Director | 07 Jun 2018 | 8 yrs 4 mo | Fdc Web Technologies Private Limited |
| Sreeja Sreeram DIN 10042399 | Managing Director | 14 Feb 2023 | 3 yrs 8 mo | Fdc Web Technologies Private Limited |
Financials of R Group Financial
Figures of Fdc Web Technologies Private Limited, the primary company behind R Group Financial, for FY 2025. Revenue was ₹10.79 Cr (+28% year on year). Net profit was ₹1.55 Cr (14% margin). EBITDA was ₹2.20 Cr (20% margin). Revenue has grown at a compounded annual rate of +14% over three years and +31% over five years.
- ₹10.79 CrRevenue · FY 2025 · +28% YoY
- ₹1.55 CrNet profit · 14% margin
- ₹2.20 CrEBITDA · 20% margin
- ₹9 LakhPaid-up capital
- +14%Revenue CAGR, 3 years
- +31%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Fdc Web Technologies Private Limited are on its company page.
Detailed financial statements for R Group Financial
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Competitors of R Group Financial
R Group Financial has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of R Group Financial
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Top companies in Investment Banks
3 companies that operate in the same segment as R Group Financial (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 119.72 B | 80,000 |
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Frequently Asked Questions about R Group Financial
R Group Financial was founded in 2013.
R Group Financial is headquartered in Apple Valley, United States. It is registered at Apple Valley, California, United States.
The primary company behind R Group Financial, Fdc Web Technologies Private Limited, reported revenue of ₹10.79 Cr for FY 2025, up 28% year on year.
R Group Financial offers financial advisory services specializing in retirement planning and investment strategies through offering financial products and advice, providing advisory services, investment management, and supporting retirement planning. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field.
R Group Financial's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
R Group Financial operates through Fdc Web Technologies Private Limited.
The legal entities of R Group Financial currently have 2 directors, including Alexis Berno, Sreeja Sreeram.