About RichVik
RichVik is a Financial Services company based in Mumbai (India) founded in 2017. It provides financial planning, investment products, and portfolio management services. It operates on a D2C model. Its Indian entity Richvik Wealth Private Limited reported revenue of ₹27.8 Lakh. RichVik offers products and services including Multi-Asset Portfolios and Life Insurance Planning. Its focus areas include Insurance, Life Insurance, Financial Planning and FinTech. Its competitors include Modulus Alternatives, Subham Capital and MoneyOnApp.
Company details
RichVik Wealth Private Limited is a financial services provider based in Mumbai, India, specializing in investment advice and wealth management. It offers personalized multi-asset portfolios, life insurance planning, and goal-based investing to help individuals achieve financial goals. The firm uses tailored strategies for tax savings and real-time reports, serving clients seeking diversified financial solutions.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website richvikwealth.in
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- Legal Name Richvik Wealth Private Limited
- Date of Incorporation 03 Mar, 2016
- Jurisdiction Thane, Maharashtra, India
- Annual Revenue₹27.8 Lakh
FY 2025 · +43% YoY
- Net Loss-₹10.8 Lakh
FY 2025 · -39% margin
- EBITDA-₹10 Lakh
FY 2025 · -36% margin
Associated legal entities of RichVik
RichVik operates through Richvik 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 |
|---|---|---|---|---|---|---|---|
| Richvik Wealth Private Limited CIN U70100MH2016PTC273821 | Active | 03 Mar 2016 | Thane, Maharashtra | ₹0.3 Cr | 4 | View details |
Products & Services of RichVik
RichVik offers a comprehensive portfolio of products and services, including Multi-Asset Portfolios and Life Insurance Planning.
Offers diversified investment options for wealth growth.
Provides tailored plans for financial security and protection.
Apps and channels of RichVik
RichVik publishes 2 mobile apps with over 100 downloads.
Board of directors of Richvik Wealth Private Limited (RichVik)
Richvik Wealth Private Limited is the primary company behind RichVik. The board of Richvik Wealth Private Limited currently have 4 directors; the longest-serving is Carlous Cyril Fernandes, appointed in 2021. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Carlous Cyril Fernandes DIN 09594757 | Whole-time director | 01 Sep 2021 | 5 yrs 1 mo | Richvik Wealth Private Limited |
| Marilyn Carlos Fernandes DIN 09594471 | Whole-time director | 01 Sep 2021 | 5 yrs 1 mo | Richvik Wealth Private Limited |
| Madhuri Rajkumar Nandwani DIN 09581869 | Whole-time director | 01 Sep 2021 | 5 yrs 1 mo | Richvik Wealth Private Limited |
| Radhika Vijay Ambekar DIN 09594094 | Whole-time director | 01 Sep 2021 | 5 yrs 1 mo | Richvik Wealth Private Limited |
Financials of RichVik
Figures of Richvik Wealth Private Limited, the primary company behind RichVik, for FY 2025. Revenue was ₹27.8 Lakh (+43% year on year). Net loss was -₹10.8 Lakh (-39% margin). EBITDA was -₹10 Lakh (-36% margin). Revenue has grown at a compounded annual rate of +17% over three years and +33% over five years.
- ₹27.8 LakhRevenue · FY 2025 · +43% YoY
- -₹10.8 LakhNet loss · -39% margin
- -₹10 LakhEBITDA · -36% margin
- ₹1 LakhPaid-up capital
- +17%Revenue CAGR, 3 years
- +33%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Richvik Wealth Private Limited are on its company page.
Detailed financial statements for RichVik
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
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Verified entity values are shown only after access is granted.
Competitors of RichVik
RichVik has 3 listed competitors in our database. They include Modulus Alternatives, Subham Capital and MoneyOnApp.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| modulusalternatives.co.in | 2018 | Mumbai, India | 13 | Portfolio management is provided for individuals via fixed income instruments. | ||
| subhamcapital.com | 1997 | Bhubaneswar, India | Offers an online platform for portfolio management solutions tailored to consumers. | |||
| moneyonapp.com | 2018 | Rajkot, India | Mobile app for mutual fund investments, tracking, and benefit maximization services. |
Detailed competitors of RichVik
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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- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of RichVik
The website of RichVik (richvikwealth.in) receives about 1.2K visits a month.
- Monthly visits1.2K
▼ 31% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as RichVik (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 RichVik
RichVik was founded in 2017.
RichVik is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind RichVik, Richvik Wealth Private Limited, reported revenue of ₹27.8 Lakh for FY 2025, up 43% year on year.
RichVik Wealth Private Limited is a financial services provider based in Mumbai, India, specializing in investment advice and wealth management. It offers personalized multi-asset portfolios, life insurance planning, and goal-based investing to help individuals achieve financial goals. The firm uses tailored strategies for tax savings and real-time reports, serving clients seeking diversified financial solutions.
RichVik's top competitors include Modulus Alternatives, MoneyOnApp and Subham Capital.
RichVik offers Multi-Asset Portfolios and Life Insurance Planning.
RichVik operates through Richvik Wealth Private Limited.
The legal entities of RichVik currently have 4 directors, including Carlous Cyril Fernandes, Marilyn Carlos Fernandes, Madhuri Rajkumar Nandwani and others.
Yes. RichVik publishes RichVik Wealth 2.0 and 1 more app, with over 100 downloads.