About Step Up Wealth
Step Up Wealth is a Financial Services company based in Anand (India) founded in 2021. It provides financial services to help clients manage and grow their wealth. It operates on a B2C model. Its focus areas include Finance, Wealth Management and Investment Advisory. Its legal entity in India is Stepup Wealth Private Limited (U66309GJ2024PTC149100). Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
Step Up Wealth operates with a B2C model, focusing on finance, offering financial products and advice, managing wealth portfolios, and offering investment advisory. Provides financial services to help clients manage and grow their wealth. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
- Headquarters Anand, India
- SectorsFinancial Services
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- Website stepupwealth.com
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- Legal Name Stepup Wealth Private Limited
- Date of Incorporation 28 Feb, 2024
- Jurisdiction Anand, Gujarat, India
Associated legal entities of Step Up Wealth
Step Up Wealth operates through Stepup Wealth Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Stepup Wealth Private Limited CIN U66309GJ2024PTC149100 | Active | 28 Feb 2024 | Anand, Gujarat | 2 | View details |
Board of directors of Stepup Wealth Private Limited (Step Up Wealth)
Stepup Wealth Private Limited is the primary company behind Step Up Wealth. The board of Stepup Wealth Private Limited currently have 2 directors; the longest-serving is Shivani Darshankumar Patel, appointed in 2024.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Shivani Darshankumar Patel DIN 10527227 | Director | 28 Feb 2024 | 2 yrs 7 mo | Stepup Wealth Private Limited |
| Palak Shashinkumar Shah DIN 10527228 | Director | 28 Feb 2024 | 2 yrs 7 mo | Stepup Wealth Private Limited |
Similar companies to Step Up Wealth
Step Up Wealth has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| 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. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of Step Up Wealth
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Top companies in Investment Banks
2 companies that operate in the same segment as Step Up Wealth (Investment Banks) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about Step Up Wealth
Step Up Wealth was founded in 2021.
Step Up Wealth is headquartered in Anand, India. It is registered at Anand, Gujarat, India.
Step Up Wealth operates with a B2C model, focusing on finance, offering financial products and advice, managing wealth portfolios, and offering investment advisory. Provides financial services to help clients manage and grow their wealth. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
Step Up Wealth operates through Stepup Wealth Private Limited.
The legal entities of Step Up Wealth currently have 2 directors, including Shivani Darshankumar Patel, Palak Shashinkumar Shah.