About Sortvest
Sortvest is a Financial Services company based in Mumbai (India) founded in 2015 by Pradipta Bagaria. It offers comprehensive investment management and financial planning services to clients. It operates on a B2C model. Its chief executive is Pradipta Bagaria. Its Indian entity Sortvest Private Limited reported revenue of ₹5.2 Lakh. Its focus areas include Investment, Wealth Management and Financial Planning. Similar companies include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS and 5 more; 4 of its 10 listed similar companies have raised funding.
Company details
Sortvest, founded in 2015 in Mumbai, India, focuses on offering financial products and advice, managing investments, managing wealth portfolios, and providing financial planning. Offers comprehensive investment management and financial planning services to clients. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
- Headquarters Mumbai, India
- Founders Pradipta Bagaria
- SectorsFinancial Services
- Website sortvest.com
- Social X
- Legal Name Sortvest Private Limited
- Date of Incorporation 21 Dec, 2015
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹5.2 Lakh
FY 2025 · +43% YoY
- Net Profit₹2.1 Lakh
FY 2025 · 40% margin
- EBITDA₹2.9 Lakh
FY 2025 · 56% margin
Associated legal entities of Sortvest
Sortvest operates through Sortvest 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 |
|---|---|---|---|---|---|---|---|
| Sortvest Private Limited CIN U74999MH2015PTC271177 | Active | 21 Dec 2015 | Mumbai, Maharashtra | ₹0.1 Cr | – | 2 | View details |
Board of directors of Sortvest Private Limited (Sortvest)
Sortvest Private Limited is the primary company behind Sortvest. The board of Sortvest Private Limited currently have 2 directors; the longest-serving is Smita Dilip Priolkar, appointed in 2015. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Smita Dilip Priolkar DIN 07379416 | Director | 21 Dec 2015 | 10 yrs 9 mo | Sortvest Private Limited |
| Sanjukta Das DIN 09184085 | Director | 25 May 2021 | 5 yrs 4 mo | Sortvest Private Limited |
People of Sortvest
1 people are tracked at Sortvest (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder, CEO | Leadership |
Complete people profiles for Sortvest
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Financials of Sortvest
Figures of Sortvest Private Limited, the primary company behind Sortvest, for FY 2025. Revenue was ₹5.2 Lakh (+43% year on year). Net profit was ₹2.1 Lakh (40% margin). EBITDA was ₹2.9 Lakh (56% margin). Revenue has grown at a compounded annual rate of +34% over three years and +31% over five years.
- ₹5.2 LakhRevenue · FY 2025 · +43% YoY
- ₹2.1 LakhNet profit · 40% margin
- ₹2.9 LakhEBITDA · 56% margin
- ₹1 LakhPaid-up capital
- +34%Revenue CAGR, 3 years
- +31%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Sortvest Private Limited are on its company page.
Detailed financial statements for Sortvest
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Downloads
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Similar companies to Sortvest
Sortvest has 10 listed similar companies in our database, 4 of them funded. They include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| 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. | |
| sundaramfinance.in | 1954 | Chennai, India | – | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. |
Detailed similar companies of Sortvest
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Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as Sortvest (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 | 2,161 | |
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 | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
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 Sortvest
Sortvest was founded in 2015.
Sortvest is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Pradipta Bagaria is the current CEO of Sortvest. They have also founded this company.
The primary company behind Sortvest, Sortvest Private Limited, reported revenue of ₹5.2 Lakh for FY 2025, up 43% year on year.
Sortvest, founded in 2015 in Mumbai, India, focuses on offering financial products and advice, managing investments, managing wealth portfolios, and providing financial planning. Offers comprehensive investment management and financial planning services to clients. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
Sortvest's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Sortvest operates through Sortvest Private Limited.
The legal entities of Sortvest currently have 2 directors, including Sanjukta Das, Smita Dilip Priolkar.