About UpWealth
UpWealth is a Financial Services company based in Pune (India) founded in 2019. UpWealth enables goal-based investing in mutual funds with expert advice. It operates on a D2C and B2C model. Its Indian entity Creintech Finserv Private Limited reported revenue of ₹1 Lakh. UpWealth offers products and services including UpWealth Platform and Financial Health Checkup. Its focus areas include FinTech, Investment Tech, Mutual Funds and Goal-Based Investing. Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
UpWealth is a platform for goal-based financial planning and mutual fund investments, allowing users to save, invest, and track finances in one place with features like free account opening and expert advice. Based in Pune, India, it offers secure investing opportunities to help individuals achieve their financial goals through an intuitive app and resources. It serves everyday users seeking to grow wealth responsibly.
- Headquarters Pune, India
- SectorsFinancial Services
- Email••••••••
- Website upwealth.in
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- Legal Name Creintech Finserv Private Limited
- Date of Incorporation 01 Oct, 2019
- Jurisdiction Pune, Maharashtra, India
- Annual Revenue₹1 Lakh
FY 2024 · +103% YoY
- Net Profit₹69,090
FY 2024 · 67% margin
- EBITDA₹70,030
FY 2024 · 68% margin
Associated legal entities of UpWealth
UpWealth operates through Creintech Finserv Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Creintech Finserv Private Limited CIN U67200PN2019PTC186967 | Active | 01 Oct 2019 | Pune, Maharashtra | ₹0.0 Cr | 3 | View details |
Products & Services of UpWealth
UpWealth offers a comprehensive portfolio of products and services, including UpWealth Platform and Financial Health Checkup.
Enables goal-based mutual fund investing with expert financial advice
Free tool for assessing and improving personal financial health
Board of directors of Creintech Finserv Private Limited (UpWealth)
Creintech Finserv Private Limited is the primary company behind UpWealth. The board of Creintech Finserv Private Limited currently have 3 directors; the longest-serving is Atul Omprakash Surana, appointed in 2019.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Atul Omprakash Surana DIN 08577041 | Director | 01 Oct 2019 | 7 yrs 1 mo | Creintech Finserv Private Limited |
| Deep Mohan Upadhye DIN 08577039 | Director | 01 Oct 2019 | 7 yrs 1 mo | Creintech Finserv Private Limited |
| Rohan Sudhakar Khedkar DIN 06916308 | Director | 01 Oct 2019 | 7 yrs 1 mo | Creintech Finserv Private Limited |
Financials of UpWealth
Figures of Creintech Finserv Private Limited, the primary company behind UpWealth, for FY 2024. Revenue was ₹1 Lakh (+103% year on year). Net profit was ₹69,090 (67% margin). EBITDA was ₹70,030 (68% margin). Revenue has grown at a compounded annual rate of +210% over three years.
- ₹1 LakhRevenue · FY 2024 · +103% YoY
- ₹69,090Net profit · 67% margin
- ₹70,030EBITDA · 68% margin
- ₹1 LakhPaid-up capital
- +210%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Creintech Finserv Private Limited are on its company page.
Detailed financial statements for UpWealth
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Similar companies to UpWealth
UpWealth 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 UpWealth
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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 UpWealth (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 |
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Frequently Asked Questions about UpWealth
UpWealth was founded in 2019.
UpWealth is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
The primary company behind UpWealth, Creintech Finserv Private Limited, reported revenue of ₹1 Lakh for FY 2024, up 103% year on year.
UpWealth is a platform for goal-based financial planning and mutual fund investments, allowing users to save, invest, and track finances in one place with features like free account opening and expert advice. Based in Pune, India, it offers secure investing opportunities to help individuals achieve their financial goals through an intuitive app and resources. It serves everyday users seeking to grow wealth responsibly.
UpWealth offers UpWealth Platform and Financial Health Checkup.
UpWealth operates through Creintech Finserv Private Limited.
The legal entities of UpWealth currently have 3 directors, including Atul Omprakash Surana, Deep Mohan Upadhye, Rohan Sudhakar Khedkar.