About Takht Financial
Takht Financial is a Financial Services company based in Mumbai (India) founded in 2020. It provides financial advisory, asset management, and investment services to clients. It operates on a B2B and B2C model. The company has 1 employees. Its Indian entity Takht Financial Private Limited reported revenue of ₹3.40 Cr. Takht Financial offers products and services including Investment Advisory Portfolio, Equity Services, Mutual Funds, Derivatives, and Bonds. Its focus areas include Finance, Insurance, Retail Insurance and FinTech. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Takht Financial is a wealth management firm specializing in investment advisory through AI-powered portfolios and financial instruments like equity and mutual funds. They focus on consistent growth strategies for high-net-worth individuals, corporates, and NRIs. Based in Mumbai and Kolkata, they emphasize legacy wisdom in asset and retail wealth management, offering services such as derivatives and insurance to build client wealth.
- Headquarters Mumbai, India
- Employees 1
- SectorsFinancial Services
- Email••••••••
- Website takhtfinancial.com
- Social Instagram
- Legal Name Takht Financial Private Limited
- Date of Incorporation 30 Sep, 2020
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹3.40 Cr
FY 2025 · -41% YoY
- Net Profit₹40 Lakh
FY 2025 · 12% margin
- EBITDA₹1.34 Cr
FY 2025 · 39% margin
- Employee Count1
Associated legal entities of Takht Financial
Takht Financial operates through Takht Financial 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 |
|---|---|---|---|---|---|---|---|
| Takht Financial Private Limited CIN U65990MH2020PTC346987 | Active | 30 Sep 2020 | Mumbai, Maharashtra | ₹3.4 Cr | 2 | View details |
Products & Services of Takht Financial
Takht Financial offers a comprehensive portfolio of products and services, including Investment Advisory Portfolio, Equity Services, Mutual Funds, Derivatives, and Bonds.
AI-powered facility for tailored investment needs
Platform for buying and selling equity positions
Options for diversified mutual fund investments
Tools for option trading with managed risks
Services for bond investments and returns
Portfolio management for wealth growth strategies
Access to alternative investment funds
Insurance products for financial protection
Board of directors of Takht Financial Private Limited (Takht Financial)
Takht Financial Private Limited is the primary company behind Takht Financial. The board of Takht Financial Private Limited currently have 2 directors; the longest-serving is Sudip Singhania, appointed in 2020. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sudip Singhania DIN 08898964 | Director | 30 Sep 2020 | 6 yrs 1 mo | Takht Financial Private Limited |
| Vijay Binani DIN 10841408 | Director | 19 Nov 2024 | 1 yr 11 mo | Takht Financial Private Limited |
Financials of Takht Financial
Figures of Takht Financial Private Limited, the primary company behind Takht Financial, for FY 2025. Revenue was ₹3.40 Cr (-41% year on year). Net profit was ₹40 Lakh (12% margin). EBITDA was ₹1.34 Cr (39% margin). Revenue has grown at a compounded annual rate of -31% over three years.
- ₹3.40 CrRevenue · FY 2025 · -41% YoY
- ₹40 LakhNet profit · 12% margin
- ₹1.34 CrEBITDA · 39% margin
- ₹1 LakhPaid-up capital
- -31%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Takht Financial Private Limited are on its company page.
Detailed financial statements for Takht Financial
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 Takht Financial
Takht Financial 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 Takht Financial
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.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Takht Financial (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 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Takht Financial
Takht Financial was founded in 2020.
Takht Financial is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Takht Financial has 1 employees.
The primary company behind Takht Financial, Takht Financial Private Limited, reported revenue of ₹3.40 Cr for FY 2025, down 41% year on year.
Takht Financial is a wealth management firm specializing in investment advisory through AI-powered portfolios and financial instruments like equity and mutual funds. They focus on consistent growth strategies for high-net-worth individuals, corporates, and NRIs. Based in Mumbai and Kolkata, they emphasize legacy wisdom in asset and retail wealth management, offering services such as derivatives and insurance to build client wealth.
Takht Financial's top competitors include UTI Mutual Fund, Avendus and 360 One.
Takht Financial offers Investment Advisory Portfolio, Equity Services, Mutual Funds, Derivatives, and 4 more products and services.
Takht Financial operates through Takht Financial Private Limited.
The legal entities of Takht Financial currently have 2 directors, including Sudip Singhania, Vijay Binani.