About SimpliFin.ai
SimpliFin.ai is a Technology company based in Gurugram (India) founded in 2021 by Basu Agarwal. AI-based financial planning and advisory services are provided. SimpliFin.ai has raised $149.41 thousand across 1 funding round from investors including Ritu Bapna. Its chief executive, as recorded, is Basu Agarwal. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity in India is Mindfinness Enterprises Private Limited (U66309HR2023PTC109663).
Company details
SimpliFin.ai was founded in 2021 and is headquartered in Gurugram, India. Operations center on the fintech sector, where AI-driven financial planning and advisory services are delivered. Personalized plans are generated based on users goals, risk tolerance, and financial conditions. Tools for managing, planning, and optimizing personal finances are made available to support these activities.
- Headquarters Gurugram, India
- Founders Basu Agarwal
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website simplifin.ai
- Social LinkedIn X Facebook
- Legal Name Mindfinness Enterprises Private Limited
- Date of Incorporation 28 Feb, 2023
- Jurisdiction Gurgaon, Haryana, India
- Annual Revenue₹3,505
FY 2025 · -33% YoY
- Net Loss-₹47.2 Lakh
FY 2025 · -134564% margin
- EBITDA-₹46.7 Lakh
FY 2025 · -133325% margin
- Total Equity Funding$149.41K (USD)
in 1 rounds
- Latest Funding Round$149.41K (USD), Angel Round
Aug 2024
Associated legal entities of SimpliFin.ai
SimpliFin.ai operates through Mindfinness Enterprises 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 |
|---|---|---|---|---|---|---|---|
| Mindfinness Enterprises Private Limited CIN U66309HR2023PTC109663 | Active | 28 Feb 2023 | Gurgaon, Haryana | ₹0.0 Cr | 4 | View details |
Funding Insights of SimpliFin.ai
SimpliFin.ai has successfully raised a total of $149.41K through 1 strategic funding round. The most recent funding activity was a Angel Round of $149.41 thousand completed in August 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $149,410
- Total Rounds 1
- Last Round Angel Round — $149,410
- First Round $149,410
(Aug 2024)
- Investors Count 1
All 1 funding rounds of SimpliFin.ai with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2024 | $149,410 | Angel Round | – | Ritu Bapna | – |
1 investors in total: 0 institutional and 1 angel.
Investors in SimpliFin.ai
SimpliFin.ai has secured backing from 1 investor, including angel investors. Prominent investors backing the company include Ritu Bapna.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
RB Ritu Bapna | Angel investor and mentor focused on early-stage Indian startups. | unknown_faec1f28b105418ab |
Investor details for SimpliFin.ai
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Mindfinness Enterprises Private Limited (SimpliFin.ai)
Mindfinness Enterprises Private Limited is the primary company behind SimpliFin.ai. The board of Mindfinness Enterprises Private Limited currently have 4 directors; the longest-serving is Yash Agrawal, appointed in 2023.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Yash Agrawal DIN 10059061 | Director | 28 Feb 2023 | 3 yrs 8 mo | Mindfinness Enterprises Private Limited |
| Ruchi Agrawal DIN 10059062 | Director | 28 Feb 2023 | 3 yrs 8 mo | Mindfinness Enterprises Private Limited |
| Yukti Batra DIN 07892282 | Additional Director | 09 Aug 2023 | 3 yrs 2 mo | Mindfinness Enterprises Private Limited |
| Basu Agarwal DIN 10557236 | Additional Director | 20 Mar 2024 | 2 yrs 7 mo | Mindfinness Enterprises Private Limited |
People of SimpliFin.ai
1 people are tracked at SimpliFin.ai (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder & CEO | Leadership |
Complete people profiles for SimpliFin.ai
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of SimpliFin.ai
Figures of Mindfinness Enterprises Private Limited, the primary company behind SimpliFin.ai, for FY 2025. Revenue was ₹3,505 (-33% year on year). Net loss was -₹47.2 Lakh (-134564% margin). EBITDA was -₹46.7 Lakh (-133325% margin).
- ₹3,505Revenue · FY 2025 · -33% YoY
- -₹47.2 LakhNet loss · -134564% margin
- -₹46.7 LakhEBITDA · -133325% margin
- ₹1.4 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Mindfinness Enterprises Private Limited are on its company page.
Detailed financial statements for SimpliFin.ai
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.
Timeline of SimpliFin.ai
2 dated milestones of SimpliFin.ai across 3 years, from founding to its latest funding, stage changes and deals.
- Founded SimpliFin.ai is founded.
- Funding First funding round of $149K.
Web traffic of SimpliFin.ai
The website of SimpliFin.ai (simplifin.ai) receives about 1.6K visits a month.
- Monthly visits1.6K
▼ 6.2% vs previous month
Websites whose visitors overlap most with SimpliFin.ai. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
tendi.ai | tendi.ai | 100% | #1,845,557 | – |
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as SimpliFin.ai (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Frequently Asked Questions about SimpliFin.ai
SimpliFin.ai was founded in 2021 and raised its 1st funding round 3 years after it was founded.
SimpliFin.ai is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
Basu Agarwal is the CEO of SimpliFin.ai, as recorded in our data. They have also founded this company.
SimpliFin.ai is a funded company, having raised a total of $149.41K across 1 funding round to date. The company's 1st funding round was a Angel Round of $149.41K, raised on Aug 2024.
The primary company behind SimpliFin.ai, Mindfinness Enterprises Private Limited, reported revenue of ₹3,505 for FY 2025, down 33% year on year.
SimpliFin.ai was founded in 2021 and is headquartered in Gurugram, India. Operations center on the fintech sector, where AI-driven financial planning and advisory services are delivered. Personalized plans are generated based on users goals, risk tolerance, and financial conditions. Tools for managing, planning, and optimizing personal finances are made available to support these activities.
SimpliFin.ai has 1 investor. Key investors include Ritu Bapna.
SimpliFin.ai operates through Mindfinness Enterprises Private Limited.
The legal entities of SimpliFin.ai currently have 4 directors, including Basu Agarwal, Yash Agrawal, Ruchi Agrawal and others.