About Sarv Insights
Sarv Insights is a Financial Services company based in Delhi (India) founded in 2023. It provides financial services including mutual funds and portfolio management. It operates on a B2C and Advisory Services model. Its Indian entity Sarv Insights Private Limited reported revenue of ₹13.8 Lakh. Sarv Insights offers products and services including Mutual Funds, Demat Account, Portfolio Management Services, Insurance, and Loans. Its focus areas include FinTech, Insurance Tech, Risk Management and Health and Life Insurance. Its competitors include Dezerv, Wealthy and Nivesh; 3 of its 3 listed competitors have raised funding.
Company details
Sarv Insights is a financial advisory firm that offers services like mutual funds, demat accounts, insurance, and loans to help clients manage investments. It operates through personalized guidance and client-centric approaches, focusing on risk mitigation and goal achievement. The firm emphasizes ongoing monitoring of financial plans to adapt to changes, though specific locations are not detailed. Clients include individuals seeking tailored investment solutions.
- Headquarters Delhi, India
- Employees 1
- SectorsFinancial Services
- Website sarvinsights.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Sarv Insights Private Limited
- Date of Incorporation 17 Nov, 2022
- Jurisdiction Delhi, India
- Annual Revenue₹13.8 Lakh
FY 2024 · +1298% YoY
- Net Profit₹1.5 Lakh
FY 2024 · 11% margin
- EBITDA₹1.6 Lakh
FY 2024 · 11% margin
- Employee Count1
Associated legal entities of Sarv Insights
Sarv Insights operates through Sarv Insights 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 |
|---|---|---|---|---|---|---|---|
| Sarv Insights Private Limited CIN U67100DL2022PTC407021 | Active | 17 Nov 2022 | Delhi, Delhi | ₹0.1 Cr | 2 | View details |
Products & Services of Sarv Insights
Sarv Insights offers a comprehensive portfolio of products and services, including Mutual Funds, Demat Account, Portfolio Management Services, Insurance, and Loans.
Platform for diversifying investments with minimal risk.
Service for managing stock market investments securely.
Personalized service for crafting financial success through strategies.
Coverage options for health and life to safeguard well-being.
Options for borrowing to meet various financial needs.
Apps and channels of Sarv Insights
its YouTube channel Sarv_Insights has 333 subscribers and 16 videos.
Videos from Sarv Insights
The most watched videos on Sarv Insights's YouTube channel, Sarv_Insights (333 subscribers). Click a video to play it here.
More on Sarv_Insights.
Board of directors of Sarv Insights Private Limited (Sarv Insights)
Sarv Insights Private Limited is the primary company behind Sarv Insights. The board of Sarv Insights Private Limited currently have 2 directors; the longest-serving is Vineet Sharma, appointed in 2022.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vineet Sharma DIN 09794477 | Whole-time director | 17 Nov 2022 | 3 yrs 11 mo | Sarv Insights Private Limited |
| Anita Sharma DIN 09794478 | Director | 17 Nov 2022 | 3 yrs 11 mo | Sarv Insights Private Limited |
Financials of Sarv Insights
Figures of Sarv Insights Private Limited, the primary company behind Sarv Insights, for FY 2024. Revenue was ₹13.8 Lakh (+1298% year on year). Net profit was ₹1.5 Lakh (11% margin). EBITDA was ₹1.6 Lakh (11% margin).
- ₹13.8 LakhRevenue · FY 2024 · +1298% YoY
- ₹1.5 LakhNet profit · 11% margin
- ₹1.6 LakhEBITDA · 11% margin
- ₹1 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Sarv Insights Private Limited are on its company page.
Detailed financial statements for Sarv Insights
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.
Competitors of Sarv Insights
Sarv Insights has 3 listed competitors in our database, 3 of them funded. They include Dezerv, Wealthy and Nivesh.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| nivesh.com | 2016 | Noida, India | $5.24M | 41 | Wealth management and financial products are provided online for individuals. |
Detailed competitors of Sarv Insights
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Insurance Technology & Support Services
2 companies that operate in the same segment as Sarv Insights (Insurance Technology & Support Services) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Insurance products for vehicles, health, travel, and life are offered. | 2016 | Bengaluru, Karnataka, India | USD 746.17 M | USD 216.04 M | 1,306 | |
API-enabled insurance distribution platform is provided for B2C companies. | 2011 | Noida, Uttar Pradesh, India | USD 120.6 M |
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Frequently Asked Questions about Sarv Insights
Sarv Insights was founded in 2023.
Sarv Insights is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
Sarv Insights has 1 employees.
The primary company behind Sarv Insights, Sarv Insights Private Limited, reported revenue of ₹13.8 Lakh for FY 2024, up 1298% year on year.
Sarv Insights is a financial advisory firm that offers services like mutual funds, demat accounts, insurance, and loans to help clients manage investments. It operates through personalized guidance and client-centric approaches, focusing on risk mitigation and goal achievement. The firm emphasizes ongoing monitoring of financial plans to adapt to changes, though specific locations are not detailed. Clients include individuals seeking tailored investment solutions.
Sarv Insights offers Mutual Funds, Demat Account, Portfolio Management Services, Insurance, and Loans.
Sarv Insights operates through Sarv Insights Private Limited.
The legal entities of Sarv Insights currently have 2 directors, including Vineet Sharma, Anita Sharma.