About RupeeVest
RupeeVest is a company based in Kolkata (India) by Varun Mundra and Mitul Daga. It operates as a D2C and B2C. RupeeVest offers products and services including Mutual Fund Screener, Mutual Fund Portfolios, SIP Calculator, and Fixed Deposits. RupeeVest operates in a competitive market with competitors including Scripbox, FundsIndia, Kuvera, AssetPlus and Bandhan Mutual Fund, among others.
- Headquarter Kolkata, India
- Founders Varun Mundra, Mitul Daga
- SectorsFinancial ServicesTechnology
- Website category Finance · Investing
- Phone•••• ••••
- Website rupeevest.com
- Social LinkedIn X Facebook
- Legal Name Rv Financial Services Private Limited
- Date of Incorporation 25 Nov, 2013
- Jurisdiction Kolkata, West Bengal, India
- Annual Revenue₹21.2 Lakh
FY 2024 · +36% YoY
- Net Loss-₹1.1 Lakh
FY 2024 · -5% margin
- EBITDA₹2.1 Lakh
FY 2024 · 10% margin
Associated legal entities of RupeeVest
RupeeVest operates through Rv Financial Services 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 |
|---|---|---|---|---|---|---|---|
| Rv Financial Services Private Limited CIN U74900WB2013PTC198585 | Active | 25 Nov 2013 | Kolkata, West Bengal | ₹0.2 Cr | – | 3 | View details |
Products & Services of RupeeVest
RupeeVest offers a comprehensive portfolio of products and services, including Mutual Fund Screener, Mutual Fund Portfolios, SIP Calculator, and Fixed Deposits.
Tool for screening and comparing mutual funds options.
Service for creating and managing investment portfolios.
Calculator to estimate returns on systematic investment plans.
Platform for managing and tracking fixed deposit investments.
Board of directors of Rv Financial Services Private Limited (RupeeVest)
Rv Financial Services Private Limited is the primary company behind RupeeVest. The board of Rv Financial Services Private Limited currently have 3 directors; the longest-serving is Varun Mundra, appointed in 2013. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Varun Mundra DIN 06719133 | Director | 25 Nov 2013 | 12 yrs 10 mo | Rv Financial Services Private Limited |
| Mayank Mundra DIN 03638723 | Director | 18 Dec 2015 | 10 yrs 9 mo | Rv Financial Services Private Limited |
| Mitul Daga DIN 07403593 | Director | 13 Jan 2016 | 10 yrs 8 mo | Rv Financial Services Private Limited |
People of RupeeVest
3 people are tracked at RupeeVest (3 in leadership).
| Name | Role | Group |
|---|---|---|
| Co-Founder, CTO | Leadership | |
| Co-Founder, Director | Leadership | |
| – | Leadership |
Complete people profiles for RupeeVest
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Financials of RupeeVest
Figures of Rv Financial Services Private Limited, the primary company behind RupeeVest, for FY 2024. Revenue was ₹21.2 Lakh (+36% year on year). Net loss was -₹1.1 Lakh (-5% margin). EBITDA was ₹2.1 Lakh (10% margin). Revenue has grown at a compounded annual rate of +22% over three years and +15% over five years.
- ₹21.2 LakhRevenue · FY 2024 · +36% YoY
- -₹1.1 LakhNet loss · -5% margin
- ₹2.1 LakhEBITDA · 10% margin
- ₹26 LakhPaid-up capital
- +22%Revenue CAGR, 3 years
- +15%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Rv Financial Services Private Limited are on its company page.
Detailed financial statements for RupeeVest
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.
Competitors of RupeeVest
RupeeVest operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Scripbox, FundsIndia, Kuvera, AssetPlus and Bandhan Mutual Fund, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| scripbox.com | 2012 | Bengaluru, India | $83.98M | 398 | Platform offering mutual fund investments, financial planning, and wealth growth services | |
| fundsindia.com | 2008 | Chennai, India | $16.64M | 881 | Online investment platform for mutual funds and other financial products | |
| kuvera.in | 2016 | Bengaluru, India | $10.11M | 82 | Mutual fund portfolios are created via an app-based investment platform. | |
| assetplus.in | 2016 | Chennai, India | $12.85M | 178 | Mutual fund investments are enabled via advisor-assisted diversified plans. | |
| bandhanmutual.com | 2000 | Mumbai, India | – | 552 | Online platform for investing in mutual funds | |
| fundzbazar.com | 2016 | Ahmedabad, India | – | 664 | Online platform for mutual funds, stock broking, and other investment services. | |
| clearfunds.com | 2016 | Mumbai, India | $573,951 | 627 | Direct mutual fund investments are enabled via an online platform. | |
| cashrich.com | 2015 | Mumbai, India | $1.81M | – | Dynamic SIP options for mutual fund investments are facilitated. | |
| sqrrl.in | 2016 | Delhi, India | $1.47M | 4 | App-based personal finance and planning platform is offered for individuals. |
Detailed competitors of RupeeVest
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Web traffic of RupeeVest
The website of RupeeVest (rupeevest.com) receives about 108.8K visits a month and ranks #388,650 among all websites worldwide, #4,013 in Investing.
- Monthly visits108.8K
▲ 20.8% vs previous month
- Unique visitors30.6K
per month
- Global rank#388,650
among all websites
- Category rank#4,013
Finance · Investing
- Bounce rate35%
- Pages per visit2.7
- Average visit2 min 21 sec
- DevicesDesktop 55% · Mobile 45%
Websites whose visitors overlap most with RupeeVest. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| advisorkhoj.com | 100% | 569.9K | #75,836 | View details | |
morningstar.in | morningstar.in | 97% | – | #73,370 | – |
| tickertape.in | 95% | 3.3M | #17,336 | View details | |
| valueresearchonline.com | 86% | 4.3M | #12,646 | View details | |
| trendlyne.com | 84% | 4.1M | #13,977 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for RupeeVest
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Verified entity values are shown only after access is granted.
Latest news on Rupeevest
Complete news archive for RupeeVest
Full article history, source details, and older brand coverage require an active premium plan.
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Verified entity values are shown only after access is granted.
Similar companies to RupeeVest
10 companies that operate in the same segment as RupeeVest (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
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 advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about RupeeVest
RupeeVest is headquartered in Kolkata, India. It is registered at Kolkata, West Bengal, India.
The primary company behind RupeeVest, Rv Financial Services Private Limited, reported revenue of ₹21.2 Lakh for FY 2024, up 36% year on year.
RupeeVest is an online platform that delivers advanced analytics and tools for mutual funds and fixed deposits investments. It enables users to create goal-based portfolios, use calculators for SIP and FD, and track investments securely. Based in Kolkata, India, it serves individual and NRI investors through seamless, paperless transactions, focusing on better returns and risk management without hidden fees.
RupeeVest's top competitors include Scripbox, FundsIndia and AssetPlus.
RupeeVest offers Mutual Fund Screener, Mutual Fund Portfolios, SIP Calculator, and Fixed Deposits.
RupeeVest operates through Rv Financial Services Private Limited.
The legal entities of RupeeVest currently have 3 directors, including Mitul Daga, Mayank Mundra, Varun Mundra.
The website of RupeeVest receives about 109 thousand visits a month and ranks #388,650 among all websites worldwide.