About Venn Wealth
Venn Wealth is a Financial Services company based in Bengaluru (India) founded in 2017. It offers financial planning, wealth management, and advisory for individuals and families. It operates on a B2C model. Its Indian entity Oyepaisa Consulting Private Limited reported revenue of ₹3.83 Cr. Venn Wealth offers products and services including Financial Planning Service, Wealth Management Service, Multi Family Office Service, and NRI Services. Its focus areas include FinTech, Wealth Management, Investment Tech and NRI Services. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Venn Wealth, as part of Oye Paisa Consulting Pvt. Ltd., delivers personalized financial planning, wealth management, and multi-family office services. They focus on understanding clients unique needs, goals, and risks through honest advice and active portfolio management. Based in Bangalore, India, they serve individuals, families, and NRIs with investment strategies, estate management, and lifestyle support to achieve life objectives.
- Headquarters Bengaluru, India
- SectorsFinancial Services
- Email••••••••
- Website vennwealth.in
- Legal Name Oyepaisa Consulting Private Limited
- Date of Incorporation 09 Oct, 2015
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹3.83 Cr
FY 2024 · +43% YoY
- Net Profit₹11.5 Lakh
FY 2024 · 3% margin
- EBITDA₹19.6 Lakh
FY 2024 · 5% margin
Associated legal entities of Venn Wealth
Venn Wealth operates through Oyepaisa Consulting 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 |
|---|---|---|---|---|---|---|---|
| Oyepaisa Consulting Private Limited CIN U74140KA2015PTC083273 | Active | 09 Oct 2015 | Bangalore, Karnataka | ₹3.8 Cr | 4 | View details |
Products & Services of Venn Wealth
Venn Wealth offers a comprehensive portfolio of products and services, including Financial Planning Service, Wealth Management Service, Multi Family Office Service, and NRI Services.
Helps create personalized financial roadmaps for individuals and families.
Manages assets and portfolios based on client risk profiles.
Provides legacy and lifestyle support for families.
Offers wealth solutions for non-resident Indians in India.
Board of directors of Oyepaisa Consulting Private Limited (Venn Wealth)
Oyepaisa Consulting Private Limited is the primary company behind Venn Wealth. The board of Oyepaisa Consulting Private Limited currently have 4 directors; the longest-serving is Amrita Dhoot, appointed in 2015.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Amrita Dhoot DIN 07188582 | Director | 09 Oct 2015 | 11 yrs | Oyepaisa Consulting Private Limited |
| Uday Kumar Dhoot DIN 07188576 | Director | 09 Oct 2015 | 11 yrs | Oyepaisa Consulting Private Limited |
| Nehal C Merchant DIN 08722771 | Director | 17 Mar 2020 | 6 yrs 7 mo | Oyepaisa Consulting Private Limited |
| Vikram Singhvee DIN 08722225 | Director | 17 Mar 2020 | 6 yrs 7 mo | Oyepaisa Consulting Private Limited |
Financials of Venn Wealth
Figures of Oyepaisa Consulting Private Limited, the primary company behind Venn Wealth, for FY 2024. Revenue was ₹3.83 Cr (+43% year on year). Net profit was ₹11.5 Lakh (3% margin). EBITDA was ₹19.6 Lakh (5% margin). Revenue has grown at a compounded annual rate of +28% over three years and +38% over five years.
- ₹3.83 CrRevenue · FY 2024 · +43% YoY
- ₹11.5 LakhNet profit · 3% margin
- ₹19.6 LakhEBITDA · 5% margin
- ₹31.3 LakhPaid-up capital
- +28%Revenue CAGR, 3 years
- +38%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Oyepaisa Consulting Private Limited are on its company page.
Detailed financial statements for Venn Wealth
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 Venn Wealth
Venn Wealth 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 Venn Wealth
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 Venn Wealth
The website of Venn Wealth (vennwealth.in) receives about 7.4K visits a month.
- Monthly visits7.4K
▼ 35.7% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Venn Wealth (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 Venn Wealth
Venn Wealth was founded in 2017.
Venn Wealth is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
The primary company behind Venn Wealth, Oyepaisa Consulting Private Limited, reported revenue of ₹3.83 Cr for FY 2024, up 43% year on year.
Venn Wealth, as part of Oye Paisa Consulting Pvt. Ltd., delivers personalized financial planning, wealth management, and multi-family office services. They focus on understanding clients unique needs, goals, and risks through honest advice and active portfolio management. Based in Bangalore, India, they serve individuals, families, and NRIs with investment strategies, estate management, and lifestyle support to achieve life objectives.
Venn Wealth's top competitors include UTI Mutual Fund, Avendus and 360 One.
Venn Wealth offers Financial Planning Service, Wealth Management Service, Multi Family Office Service, and NRI Services.
Venn Wealth operates through Oyepaisa Consulting Private Limited.
The legal entities of Venn Wealth currently have 4 directors, including Nehal C Merchant, Vikram Singhvee, Amrita Dhoot and others.