About R Wealth
R Wealth is a Technology company based in Delhi (India) founded in 2011. It provides mutual fund and insurance advisory services across India. It operates on a B2C and Advisory Services model. The company has 4 employees. Its Indian entity Iva Medcom Private Limited reported revenue of ₹2.6 Lakh. R Wealth offers products and services including Mutual Fund Services, Life Insurance, Motor Insurance, Health Insurance, and Fixed Deposit Services. Its focus areas include FinTech, Investment Tech, Mutual Funds and Distribution. Similar companies include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS and 5 more; 4 of its 10 listed similar companies have raised funding.
Company details
Rwealth is an authorized mutual fund corporate distributor based in Gurugram, India, serving clients nationwide. They provide services such as mutual funds, life insurance, motor insurance, health insurance, fixed deposits, bonds, and NPS. As wealth managers, they guide investors on financial planning, risk assessment, and investment options, helping individuals and possibly businesses manage their portfolios effectively.
- Headquarters Delhi, India
- Employees 4
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website rwealth.in
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- Legal Name Iva Medcom Private Limited
- Date of Incorporation 04 Dec, 2020
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹2.6 Lakh
FY 2026 · -96% YoY
- Net Profit₹2 Lakh
FY 2026 · 76% margin
- EBITDA₹2 Lakh
FY 2026 · 76% margin
- Employee Count4
Associated legal entities of R Wealth
R Wealth operates through Iva Medcom Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Iva Medcom Private Limited CIN U74110DL2020PTC374110 | Active | 04 Dec 2020 | New Delhi, Delhi | ₹0.0 Cr | 54 | 2 | View details |
Products & Services of R Wealth
R Wealth offers a comprehensive portfolio of products and services, including Mutual Fund Services, Life Insurance, Motor Insurance, Health Insurance, and Fixed Deposit Services.
Offers distribution and advice for mutual fund investments
Provides policies and guidance for life insurance coverage
Delivers motor vehicle insurance options and support
Facilitates health insurance plans for individuals
Assists with fixed deposit options for secure savings
Offers bond investment advice and management
Provides National Pension System enrollment and planning
Board of directors of Iva Medcom Private Limited (R Wealth)
Iva Medcom Private Limited is the primary company behind R Wealth. The board of Iva Medcom Private Limited currently have 2 directors; the longest-serving is Rajat Venaik, appointed in 2020.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rajat Venaik DIN 07027011 | Director | 04 Dec 2020 | 5 yrs 10 mo | Iva Medcom Private Limited |
| Ashima Katyal DIN 08253549 | Director | 04 Dec 2020 | 5 yrs 10 mo | Iva Medcom Private Limited |
Financials of R Wealth
Figures of Iva Medcom Private Limited, the primary company behind R Wealth, for FY 2026. Revenue was ₹2.6 Lakh (-96% year on year). Net profit was ₹2 Lakh (76% margin). EBITDA was ₹2 Lakh (76% margin). Revenue has grown at a compounded annual rate of -85% over three years and -51% over five years.
- ₹2.6 LakhRevenue · FY 2026 · -96% YoY
- ₹2 LakhNet profit · 76% margin
- ₹2 LakhEBITDA · 76% margin
- ₹1 LakhPaid-up capital
- 54Employees (provident fund records)
- -85%Revenue CAGR, 3 years
- -51%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Iva Medcom Private Limited are on its company page.
Detailed financial statements for R Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Verified entity values are shown only after access is granted.
Similar companies to R Wealth
R Wealth has 10 listed similar companies in our database, 4 of them funded. They include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
| 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 | |
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| 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. | |
| sundaramfinance.in | 1954 | Chennai, India | – | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. |
Detailed similar companies of R Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as R Wealth (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Frequently Asked Questions about R Wealth
R Wealth was founded in 2011.
R Wealth is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
R Wealth has 4 employees.
The primary company behind R Wealth, Iva Medcom Private Limited, reported revenue of ₹2.6 Lakh for FY 2026, down 96% year on year.
Rwealth is an authorized mutual fund corporate distributor based in Gurugram, India, serving clients nationwide. They provide services such as mutual funds, life insurance, motor insurance, health insurance, fixed deposits, bonds, and NPS. As wealth managers, they guide investors on financial planning, risk assessment, and investment options, helping individuals and possibly businesses manage their portfolios effectively.
R Wealth's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
R Wealth offers Mutual Fund Services, Life Insurance, Motor Insurance, Health Insurance, and 3 more products and services.
R Wealth operates through Iva Medcom Private Limited.
The legal entities of R Wealth currently have 2 directors, including Rajat Venaik, Ashima Katyal.