About Stoic Investing
Stoic Investing is a Financial Services company based in Faridabad (India) founded in 2013 by Puneet Khurana. It provides evidence-driven research and strategies for investment portfolios in India. It operates on a B2B and B2C model. Its chief executive is Puneet Khurana. Stoic Investing offers products and services including Investment Advisory, M.A.H.I Fund, Podcasts, and Blog. Its focus areas include Wealth Management, Portfolio Solutions, FinTech and Investment Tech. Its legal entity in India is Stoic Advisors LLP (AAE-1506). 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
Stoic Advisors LLP, based in Faridabad, Haryana, India, offers evidence-driven investment advisory services focused on rigorous hypothesis testing and risk management. They develop robust portfolio strategies through equity research and asset allocation, serving individual and corporate clients by monitoring market conditions and ensuring transparent advice.
- Headquarters Faridabad, India
- Founders Puneet Khurana
- SectorsFinancial Services
- Website stoicinvesting.com
- Social LinkedIn X Facebook
- Legal Name Stoic Advisors Llp
- Date of Incorporation 11 Jun, 2015
- Jurisdiction Faridabad, Haryana, India
- Net Loss-₹20,482
FY 2023 · 0% margin
Associated legal entities of Stoic Investing
Stoic Investing operates through Stoic Advisors Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2023) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Stoic Advisors Llp CIN AAE-1506 | Active | 11 Jun 2015 | Faridabad, Haryana | – | – | 2 | View details |
Products & Services of Stoic Investing
Stoic Investing offers a comprehensive portfolio of products and services, including Investment Advisory, M.A.H.I Fund, Podcasts, and Blog.
Evidence-driven advice for investment portfolios and strategies
Fund offering tested strategies for market conditions
Audio discussions on investment topics and mistakes
Written insights on evidence-based investing practices
Board of directors of Stoic Advisors Llp (Stoic Investing)
Stoic Advisors Llp is the primary company behind Stoic Investing. The board of Stoic Advisors Llp currently have 2 directors; the longest-serving is Puneet Khurana, appointed in 2015.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Puneet Khurana DIN 06970524 | Designated Partner | 11 Jun 2015 | 11 yrs 4 mo | Stoic Advisors Llp |
| Poonam Khurana DIN 07091947 | Designated Partner | 11 Jun 2015 | 11 yrs 4 mo | Stoic Advisors Llp |
People of Stoic Investing
1 people are tracked at Stoic Investing (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder, CEO | Leadership |
Complete people profiles for Stoic Investing
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 Stoic Investing
Figures of Stoic Advisors Llp, the primary company behind Stoic Investing, for FY 2023. Net loss was -₹20,482 (0% margin). Revenue has grown at a compounded annual rate of -100% over three years and -100% over five years.
- -₹20,482Net loss · 0% margin
- -100%Revenue CAGR, 3 years
- -100%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Stoic Advisors Llp are on its company page.
Detailed financial statements for Stoic Investing
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.
Similar companies to Stoic Investing
Stoic Investing 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 Stoic Investing
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Stoic Investing
The website of Stoic Investing (stoicinvesting.com) receives about 1.1K visits a month.
- Monthly visits1.1K
▼ 56% vs previous month
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as Stoic Investing (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 Stoic Investing
Stoic Investing was founded in 2013.
Stoic Investing is headquartered in Faridabad, India. It is registered at Faridabad, Haryana, India.
Puneet Khurana is the current CEO of Stoic Investing. They have also founded this company.
Stoic Advisors LLP, based in Faridabad, Haryana, India, offers evidence-driven investment advisory services focused on rigorous hypothesis testing and risk management. They develop robust portfolio strategies through equity research and asset allocation, serving individual and corporate clients by monitoring market conditions and ensuring transparent advice.
Stoic Investing's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Stoic Investing offers Investment Advisory, M.A.H.I Fund, Podcasts, and Blog.
Stoic Investing operates through Stoic Advisors Llp.
The legal entities of Stoic Investing currently have 2 directors, including Puneet Khurana, Poonam Khurana.