About Suvidha Financial Services
Suvidha Financial Services is a Financial Services company based in Pune (India). It provides financial advisory, mutual funds, insurance, and investment tools for clients. It operates on a B2C and D2C model. Its Indian entity Kalyani Capital Services Private Limited reported revenue of ₹5.06 Cr. Suvidha Financial Services offers products and services including Mutual Fund Services, Insurance Services, and SIP Calculator. Its focus areas include FinTech, Insurance Tech, General Insurance and Investment Tech. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Suvidha Financial Services is a financial advisory firm based in Pune, India, specializing in mutual funds, insurance, real estate, and tax-saving services. It assists clients with investment planning through online tools and calculators, helping individuals and NRIs manage portfolios. The company operates by distributing regular mutual fund plans and offering guidance on retirement and equity investments, ensuring compliance with market regulations.
- Headquarters Pune, India
- SectorsFinancial Services
- Email••••••••
- Website suvidhafinancial.com
- Legal Name Kalyani Capital Services Pvt Ltd
- Date of Incorporation 07 Jul, 1995
- Jurisdiction Pune, Maharashtra, India
- Annual Revenue₹5.06 Cr
FY 2025 · +5% YoY
- Net Profit₹1.79 Cr
FY 2025 · 35% margin
- EBITDA₹2.39 Cr
FY 2025 · 47% margin
Associated legal entities of Suvidha Financial Services
Suvidha Financial Services operates through Kalyani Capital 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 |
|---|---|---|---|---|---|---|---|
| Kalyani Capital Services Private Limited CIN U65929MH1995PTC090346 | Active | 07 Jul 1995 | Pune, Maharashtra | ₹5.1 Cr | 3 | View details |
Products & Services of Suvidha Financial Services
Suvidha Financial Services offers a comprehensive portfolio of products and services, including Mutual Fund Services, Insurance Services, and SIP Calculator.
Platform for mutual fund investments and portfolio management services
Services for general and life insurance coverage and asset protection
Tool to calculate systematic investment plan returns and growth
Apps and channels of Suvidha Financial Services
Suvidha Financial Services publishes 2 mobile apps with over 1K+ downloads.
Board of directors of Kalyani Capital Services Private Limited (Suvidha Financial Services)
Kalyani Capital Services Private Limited is the primary company behind Suvidha Financial Services. The board of Kalyani Capital Services Private Limited currently have 3 directors; the longest-serving is Vidya Anand Sathe, appointed in 1995. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vidya Anand Sathe DIN 00070933 | Director | 07 Jul 1995 | 31 yrs 4 mo | Kalyani Capital Services Private Limited |
| Kalyani Anand Sathe DIN 07461529 | Director | 08 Mar 2016 | 10 yrs 8 mo | Kalyani Capital Services Private Limited |
| Anand Purushottam Sathe DIN 00070882 | Director | 25 Jul 2018 | 8 yrs 3 mo | Kalyani Capital Services Private Limited |
Financials of Suvidha Financial Services
Figures of Kalyani Capital Services Private Limited, the primary company behind Suvidha Financial Services, for FY 2025. Revenue was ₹5.06 Cr (+5% year on year). Net profit was ₹1.79 Cr (35% margin). EBITDA was ₹2.39 Cr (47% margin). Revenue has grown at a compounded annual rate of +7% over three years and +21% over five years.
- ₹5.06 CrRevenue · FY 2025 · +5% YoY
- ₹1.79 CrNet profit · 35% margin
- ₹2.39 CrEBITDA · 47% margin
- ₹30 LakhPaid-up capital
- +7%Revenue CAGR, 3 years
- +21%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Kalyani Capital Services Private Limited are on its company page.
Detailed financial statements for Suvidha Financial Services
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 Suvidha Financial Services
Suvidha Financial Services 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 Suvidha Financial Services
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Suvidha Financial Services (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 Suvidha Financial Services
Suvidha Financial Services is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
The primary company behind Suvidha Financial Services, Kalyani Capital Services Private Limited, reported revenue of ₹5.06 Cr for FY 2025, up 5% year on year.
Suvidha Financial Services is a financial advisory firm based in Pune, India, specializing in mutual funds, insurance, real estate, and tax-saving services. It assists clients with investment planning through online tools and calculators, helping individuals and NRIs manage portfolios. The company operates by distributing regular mutual fund plans and offering guidance on retirement and equity investments, ensuring compliance with market regulations.
Suvidha Financial Services's top competitors include UTI Mutual Fund, Avendus and 360 One.
Suvidha Financial Services offers Mutual Fund Services, Insurance Services, and SIP Calculator.
Suvidha Financial Services operates through Kalyani Capital Services Private Limited.
The legal entities of Suvidha Financial Services currently have 3 directors, including Kalyani Anand Sathe, Vidya Anand Sathe, Anand Purushottam Sathe.
Yes. Suvidha Financial Services publishes Suvidha - SFC and 1 more app, with over 1,000 downloads.