About Stalwart Investment Advisors
Stalwart Investment Advisors is a Financial Services company based in Delhi (India) founded in 2014 by Jatin Khemani. It provides independent equity research and portfolio management for investors. It operates on a B2B and B2C model in Financial Services and Technology sectors. Stalwart Investment Advisors offers products and services including Wealth Guardian Fund and Treasure Trove. Its focus areas include FinTech, Investment Tech, Equity Research and Portfolio Management. Its legal entity in India is Stalwart Investment Advisors Llp (AAR-9199).
Company details
Stalwart Advisors, founded in 2014, is a SEBI-registered firm that delivers independent equity research and portfolio management services. It focuses on high net worth individuals through its Wealth Guardian Fund and provides actionable insights for do-it-yourself investors. The company operates from New Delhi, India, and is led by Jatin Khemani, a CFA with extensive investment experience, emphasizing tailored financial solutions.
- Headquarters Delhi, India
- Founders Jatin Khemani
- SectorsFinancial ServicesTechnology
- Email••••••••
- Website stalwartvalue.com
- Social LinkedIn X Facebook
- Legal Name Stalwart Investment Advisors Llp
- Date of Incorporation 13 Feb, 2020
- Jurisdiction New Delhi, Delhi, India
Associated legal entities of Stalwart Investment Advisors
Stalwart Investment Advisors operates through Stalwart Investment Advisors Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Stalwart Investment Advisors Llp CIN AAR-9199 | Active | 13 Feb 2020 | New Delhi, Delhi | 2 | View details |
Products & Services of Stalwart Investment Advisors
Stalwart Investment Advisors offers a comprehensive portfolio of products and services, including Wealth Guardian Fund and Treasure Trove.
Complete solution for managing portfolios of high net worth individuals
Actionable insights for do-it-yourself investors in equities
Board of directors of Stalwart Investment Advisors Llp (Stalwart Investment Advisors)
Stalwart Investment Advisors Llp is the primary company behind Stalwart Investment Advisors. The board of Stalwart Investment Advisors Llp currently have 2 directors; the longest-serving is Jatin Khemani, appointed in 2020.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Jatin Khemani DIN 06881515 | Designated Partner | 13 Feb 2020 | 6 yrs 8 mo | Stalwart Investment Advisors Llp |
| Hemant Khemani DIN 07878721 | Designated Partner | 13 Feb 2020 | 6 yrs 8 mo | Stalwart Investment Advisors Llp |
People of Stalwart Investment Advisors
3 people are tracked at Stalwart Investment Advisors (1 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
| Founder, MD | Leadership | |
Priyanshu Dhupar | Equity Research Associate | Team |
Manish Chopra | Senior Equity Research Analyst | Team |
Complete people profiles for Stalwart Investment Advisors
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Web traffic of Stalwart Investment Advisors
The website of Stalwart Investment Advisors (stalwartvalue.com) receives about 6.5K visits a month.
- Monthly visits6.5K
▲ 81.4% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Stalwart Investment Advisors (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 105.66 M | 376 |
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Related news about Stalwart Investment Advisors
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Frequently Asked Questions about Stalwart Investment Advisors
Stalwart Investment Advisors was founded in 2014.
Stalwart Investment Advisors is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
Stalwart Advisors, founded in 2014, is a SEBI-registered firm that delivers independent equity research and portfolio management services. It focuses on high net worth individuals through its Wealth Guardian Fund and provides actionable insights for do-it-yourself investors. The company operates from New Delhi, India, and is led by Jatin Khemani, a CFA with extensive investment experience, emphasizing tailored financial solutions.
Stalwart Investment Advisors offers Wealth Guardian Fund and Treasure Trove.
Stalwart Investment Advisors operates through Stalwart Investment Advisors Llp.
The legal entities of Stalwart Investment Advisors currently have 2 directors, including Jatin Khemani, Hemant Khemani.