wallet4wealth

Founded: 2016 • Age: 10 yrs
Provides mutual funds, insurance, fixed deposits, and financial planning services.

About wallet4wealth

wallet4wealth is a Technology company founded in 2016. It provides mutual funds, insurance, fixed deposits, and financial planning services. It operates on a B2C and D2C model. Its Indian entity Wc Wallet4wealth Broking Private Limited reported revenue of β‚Ή34 Lakh. wallet4wealth offers products and services including Mutual Funds, Life Insurance, Health Insurance, Fixed Deposit, and Tax Planning. Its focus areas include FinTech, Investment Tech, Mutual Funds and Distribution.

Company details

Wallet4wealth is a financial services firm based in Bhubaneswar, India, specializing in mutual fund distribution, insurance products, and investment advice. They operate an online platform for secure investments in mutual funds, fixed deposits, and health insurance, helping clients with wealth management, tax planning, and retirement calculations. With multiple branches across India, they serve individual investors and businesses through dedicated, transparent services.

Key Metrics
  • Indian entity revenue
    ₹34 Lakh

    FY 2025 · -61% YoY

  • Indian entity net loss
    -₹12.7 Lakh

    FY 2025 · -37% margin

  • Indian entity EBITDA
    -₹11.9 Lakh

    FY 2025 · -35% margin

Products & Services of wallet4wealth

wallet4wealth offers a comprehensive portfolio of products and services, including Mutual Funds, Life Insurance, Health Insurance, Fixed Deposit, and Tax Planning.

Mutual Funds
Investment Services

Platform for mutual fund investments and portfolio management services.

Life Insurance
Insurance Services

Offers policies for financial security and risk coverage.

Health Insurance
Insurance Services

Provides health coverage options for medical expenses.

Fixed Deposit
Savings Services

Services for secure fixed deposit investments and returns.

Tax Planning
Financial Advisory

Advisory for tax saving strategies and financial planning.

Apps and channels of wallet4wealth

wallet4wealth publishes 2 mobile apps with over 1K+ downloads.

WALLET4WEALTH
Google Play Finance Everyone Free
Developer: WALLET4WEALTH
View on Google Play
Wallet4Wealth
App Store Finance 4+
Developer: WALLET FINSERVE PRIVATE LIMITED
View on App Store

Board of directors of Wc Wallet4wealth Broking Private Limited (wallet4wealth)

Wc Wallet4wealth Broking Private Limited is the primary company behind wallet4wealth. The board of Wc Wallet4wealth Broking Private Limited currently have 2 directors; the longest-serving is Prachi Lenka, appointed in 2017.

DirectorDesignationAppointedTenureEntity
Prachi Lenka
DIN 07637606
Director15 Dec 20178 yrs 10 moWc Wallet4wealth Broking Private Limited
Trinath Lenka
DIN 07520954
Director15 Dec 20178 yrs 10 moWc Wallet4wealth Broking Private Limited

Financials of wallet4wealth

Figures of Wc Wallet4wealth Broking Private Limited, the primary company behind wallet4wealth, for FY 2025. Revenue was ₹34 Lakh (-61% year on year). Net loss was -₹12.7 Lakh (-37% margin). EBITDA was -₹11.9 Lakh (-35% margin). Revenue has grown at a compounded annual rate of +5% over three years and +16% over five years.

  • ₹34 LakhRevenue · FY 2025 · -61% YoY
  • -₹12.7 LakhNet loss · -37% margin
  • -₹11.9 LakhEBITDA · -35% margin
  • ₹50,000Paid-up capital
  • +5%Revenue CAGR, 3 years
  • +16%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Wc Wallet4wealth Broking Private Limited are on its company page.

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Detailed financial statements for wallet4wealth

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Frequently Asked Questions about wallet4wealth

wallet4wealth was founded in 2016.

The primary company behind wallet4wealth, Wc Wallet4wealth Broking Private Limited, reported revenue of β‚Ή34 Lakh for FY 2025, down 61% year on year.

Wallet4wealth is a financial services firm based in Bhubaneswar, India, specializing in mutual fund distribution, insurance products, and investment advice. They operate an online platform for secure investments in mutual funds, fixed deposits, and health insurance, helping clients with wealth management, tax planning, and retirement calculations. With multiple branches across India, they serve individual investors and businesses through dedicated, transparent services.

wallet4wealth offers Mutual Funds, Life Insurance, Health Insurance, Fixed Deposit, and Tax Planning.

wallet4wealth operates through Wc Wallet4wealth Broking Private Limited.

The legal entities of wallet4wealth currently have 2 directors, including Prachi Lenka, Trinath Lenka.

Yes. wallet4wealth publishes WALLET4WEALTH and 1 more app, with over 1,000 downloads.

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