UpFunds

Bengaluru, India Founded: 2017 • Age: 9 yrs
Operates an online platform offering wealth management products and services for individual investors.

About UpFunds

UpFunds is a company based in Bengaluru (India) founded in 2017 by Ashutosh Gupta and Vikas Jindal. It operates as a B2C. UpFunds operates in a competitive market with competitors including LUXUS, Safened, Siyinjia, Yijinrong and Angel One Wealth, among others.

Key Metrics
  • Annual Revenue
    ₹13.93 Cr

    FY 2025 · -77% YoY

  • Net Profit
    ₹30,686

    FY 2025 · 0% margin

  • EBITDA
    ₹5.2 Lakh

    FY 2025 · 0% margin

  • Employee Count
    1

Board of directors of Upfunds Financial Services Private Limited (UpFunds)

Upfunds Financial Services Private Limited is the primary company behind UpFunds. The board of Upfunds Financial Services Private Limited currently have 4 directors; the longest-serving is Manish Kumar Saini, appointed in 2020.

DirectorDesignationAppointedTenureEntity
Manish Kumar Saini
DIN 08999363
Director17 Dec 20205 yrs 9 moUpfunds Financial Services Private Limited
Subhash Chander Saini
DIN 09059849
Director03 Jun 20215 yrs 4 moUpfunds Financial Services Private Limited
Siddharth Saini
DIN 08999362
Director16 Sep 20224 yrsUpfunds Financial Services Private Limited
Avinash Kumar Gupta
DIN 10652200
Director17 Apr 20251 yr 5 moUpfunds Financial Services Private Limited

People of UpFunds

2 people are tracked at UpFunds (2 in leadership); the tracked headcount is 1.

NameRoleGroup
Ashutosh Gupta
Co-FounderLeadership
Vikas Jindal
Co-FounderLeadership
Premium access

Complete people profiles for UpFunds

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 UpFunds

Figures of Upfunds Financial Services Private Limited, the primary company behind UpFunds, for FY 2025. Revenue was ₹13.93 Cr (-77% year on year). Net profit was ₹30,686 (0% margin). EBITDA was ₹5.2 Lakh (0% margin). Revenue has grown at a compounded annual rate of -33% over three years.

  • ₹13.93 CrRevenue · FY 2025 · -77% YoY
  • ₹30,686Net profit · 0% margin
  • ₹5.2 LakhEBITDA · 0% margin
  • ₹50 LakhPaid-up capital
  • -33%Revenue CAGR, 3 years

Balance sheet, profit and loss, cash flow and ratios of Upfunds Financial Services Private Limited are on its company page.

Premium access

Detailed financial statements for UpFunds

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.

Competitors of UpFunds

UpFunds operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as LUXUS, Safened, Siyinjia, Yijinrong and Angel One Wealth, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
luxusco.com2021New York, United States$9.37M–
Online fractional investment platform for luxury assets
safened.com2013London, United Kingdom$16.75M1
Deposit accounts are managed for investors at EU partner banks.
siyinjia.com2014Shanghai, China$10M–
Functions as a wealth management platform for clients.
yzmoney.com2015Shanghai, China$5.79M–
Yijinrong is an online platform for financial planning tailored to new ventures.
aowealth.in2023Mumbai, India–86
Offers digital wealth management and investment services for high-net-worth individuals.
resonantcapital.com2018Madison, United States––
Offers financial planning, investment management, and advisory for families and businesses.
takaud.com2011Manama, Bahrain––
An online portal for savings, investments, and pensions in the MENA region.
vaultwealth.com2022Abu Dhabi, United Arab Emirates$68,057–
Private wealth management services are offered in the UAE.
Premium access

Detailed competitors of UpFunds

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.

Similar companies to UpFunds

10 companies that operate in the same segment as UpFunds (Investment & Wealth Tech), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based website builder tool
2003New York, New York, United StatesUSD 591.5 MUSD 16.79 M87
Provider of consulting, managed services, and technology solutions for financial services
2010London, England, United KingdomUSD 90.15 M––
Alternative investment platform for startups and investors is operated.
2010San Francisco, California, United StatesUSD 100 M–178
Web3 infrastructure solutions are offered via a blockchain platform.
2021Palo Alto, California, United StatesUSD 336 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment advisory, insurance distribution, and risk management services are provided.
1998Chicago, Illinois, United StatesUSD 1.6 B––
Investment consultant for future & options and commodities
1987Kochi, Kerala, India–USD 71.52 M2,690
Developer of a platforms offering credit score checks
2021Jakarta, Jakarta, IndonesiaUSD 12.4 M––
AI-enabled financial planning and advisory solutions are provided for individuals.
2018New York, New York, United StatesUSD 222.01 M––
Venture capital investments and support for entrepreneurs in technology and innovation sectors.
1911Redwood City, California, United States–USD 691.23 K–
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Frequently Asked Questions about UpFunds

UpFunds was founded in 2017.

UpFunds is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.

UpFunds has 1 employees.

The primary company behind UpFunds, Upfunds Financial Services Private Limited, reported revenue of β‚Ή13.93 Cr for FY 2025, down 77% year on year.

UpFunds, established in 2017, excels in finance, managing wealth portfolios, online platforms, and investment services. Operates an online platform offering wealth management products and services for individual investors. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.

UpFunds's top competitors include LUXUS, Safened and Vault.

UpFunds operates through Upfunds Financial Services Private Limited.

The legal entities of UpFunds currently have 4 directors, including Manish Kumar Saini, Subhash Chander Saini, Siddharth Saini and others.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available