About Smartserve
Smartserve is a Financial Services company based in Bengaluru (India) founded in 2014. It provides wealth management, investment advisory, and financial tools to individuals. It operates on a B2C and Service-based Advisory model. Its website smartserve.co draws about 681 thousand monthly visits. Its Indian entity Smartserve Investment Services Private Limited reported revenue of ₹13.1 Lakh. Smartserve offers products and services including SIP Calculator, Retirement Planner Calculator, and Investment Services. Its focus areas include FinTech, Investment Tech, Wealth Management and Financial Advisory. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
SmartServe is a financial services company focused on wealth creation and management through advisory, calculators, and planning tools. It helps clients achieve financial goals via mutual funds, SIPs, and retirement planning. Operating from offices in Bangalore and Chennai, India, it serves individual investors with reliable, high-quality services emphasizing responsibility and integrity.
- Headquarters Bengaluru, India
- SectorsFinancial Services
- Email••••••••
- Website smartserve.co
- Social LinkedIn Facebook
- Legal Name Smartserve Investment Services Private Limited
- Date of Incorporation 14 Nov, 2014
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹13.1 Lakh
FY 2025 · +3% YoY
- Net Loss-₹74,637
FY 2025 · -6% margin
- EBITDA-₹74,221
FY 2025 · -6% margin
Associated legal entities of Smartserve
Smartserve operates through Smartserve Investment Services 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 |
|---|---|---|---|---|---|---|---|
| Smartserve Investment Services Private Limited CIN U72900KA2014PTC077232 | Active | 14 Nov 2014 | Bangalore, Karnataka | ₹0.1 Cr | 2 | View details |
Products & Services of Smartserve
Smartserve offers a comprehensive portfolio of products and services, including SIP Calculator, Retirement Planner Calculator, and Investment Services.
Tool for calculating returns on systematic investment plans.
Assists in planning retirement savings and investments.
Offers guidance on mutual funds and goal-based planning.
Board of directors of Smartserve Investment Services Private Limited (Smartserve)
Smartserve Investment Services Private Limited is the primary company behind Smartserve. The board of Smartserve Investment Services Private Limited currently have 2 directors; the longest-serving is Robin Jacob, appointed in 2014. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Robin Jacob DIN 06999351 | Director | 14 Nov 2014 | 11 yrs 11 mo | Smartserve Investment Services Private Limited |
| Harry Raju DIN 08562814 | Additional Director | 14 Sep 2019 | 7 yrs 1 mo | Smartserve Investment Services Private Limited |
Financials of Smartserve
Figures of Smartserve Investment Services Private Limited, the primary company behind Smartserve, for FY 2025. Revenue was ₹13.1 Lakh (+3% year on year). Net loss was -₹74,637 (-6% margin). EBITDA was -₹74,221 (-6% margin). Revenue has grown at a compounded annual rate of +6% over three years and +44% over five years.
- ₹13.1 LakhRevenue · FY 2025 · +3% YoY
- -₹74,637Net loss · -6% margin
- -₹74,221EBITDA · -6% margin
- ₹1.7 LakhPaid-up capital
- +6%Revenue CAGR, 3 years
- +44%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Smartserve Investment Services Private Limited are on its company page.
Detailed financial statements for Smartserve
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Financial ratios
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Verified entity values are shown only after access is granted.
Similar companies to Smartserve
Smartserve has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 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. |
Detailed similar companies of Smartserve
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Smartserve
The website of Smartserve (smartserve.co) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Smartserve. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Smartserve
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Smartserve (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 Smartserve
Smartserve was founded in 2014.
Smartserve is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
The primary company behind Smartserve, Smartserve Investment Services Private Limited, reported revenue of ₹13.1 Lakh for FY 2025, up 3% year on year.
SmartServe is a financial services company focused on wealth creation and management through advisory, calculators, and planning tools. It helps clients achieve financial goals via mutual funds, SIPs, and retirement planning. Operating from offices in Bangalore and Chennai, India, it serves individual investors with reliable, high-quality services emphasizing responsibility and integrity.
Smartserve's top competitors include UTI Mutual Fund, Avendus and 360 One.
Smartserve offers SIP Calculator, Retirement Planner Calculator, and Investment Services.
Smartserve operates through Smartserve Investment Services Private Limited.
The legal entities of Smartserve currently have 2 directors, including Robin Jacob, Harry Raju.
The website of Smartserve receives about 681 thousand visits a month.