About Wealth Managers United
Wealth Managers United is a company based in Bengaluru (India) founded in 2011 by Kavitha Jayaram and Jay Prakash Pai. It operates as a B2B, and D2C. Wealth Managers United offers products and services including Private Wealth Management, Family Office, and Investment Banking. Wealth Managers United operates in a competitive market with competitors including Muthoot Fincorp, Motilal Oswal Private Wealth, Muthoot Group, Fortune Wealth Management and Amrapali, among others.
- Headquarter Bengaluru, India
- Founders Kavitha Jayaram, Jay Prakash Pai
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Sectors
Financial Services
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Phone
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Website
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- Legal Name Wealth Managers United (India) Private Limited
- Date of Incorporation 02 Sep, 2010
- Jurisdiction Bangalore, Karnataka, India
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Annual Revenue
$1.03 M (USD)1.88as on Mar 31, 2023
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Net Profit
$136.84 K (USD)-16.16as on Mar 31, 2023
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EBITDA
$467.49 K (USD)-18.11as on Mar 31, 2023
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Products & Services of Wealth Managers United
Wealth Managers United offers a comprehensive portfolio of products and services, including Private Wealth Management, Family Office, and Investment Banking. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides advisory for individual wealth and investment management
Manages finances and investments for high-net-worth families
Offers services for investment strategies and banking needs
Funding Insights of Wealth Managers United
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by Wealth Managers United
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Wealth Managers United
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealth Managers United Comparisons
Competitors of Wealth Managers United
Wealth Managers United 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 Muthoot Fincorp, Motilal Oswal Private Wealth, Muthoot Group, Fortune Wealth Management and Amrapali, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Non-banking financial company specializes in providing a range of financial products & services
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Offers comprehensive wealth management services, including portfolio advisory and financial planning.
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Diversified operations are conducted across multiple industries by Muthoot Group.
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Provides investment management, broking, and wealth creation services for clients in India.
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| domain | founded_year | HQ Location |
Investment management services are provided to clients by the firm.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Wealth Managers United
Frequently Asked Questions about Wealth Managers United
When was Wealth Managers United founded?
Wealth Managers United was founded in 2011.
Where is Wealth Managers United located?
Wealth Managers United is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Who is the current CEO of Wealth Managers United?
Jay Prakash Pai is the current CEO of Wealth Managers United. They have also founded this company.
What is the annual revenue of Wealth Managers United?
Annual revenue of Wealth Managers United is $1.03M as on Mar 31, 2023.
What does Wealth Managers United do?
Wealth Managers United operates as a SEBI-registered investment adviser in India, focusing on private wealth management, family offices, and investment banking. They deliver personalized financial advice and services to high-net-worth individuals and families, managing investments and risks through professional expertise. Based in Bangalore, they emphasize client prosperity and prudent investment strategies, including mutual fund distribution.
Who are the top competitors of Wealth Managers United?
Wealth Managers United's top competitors include Muthoot Fincorp, Muthoot Group and Ladderup.
What products or services does Wealth Managers United offer?
Wealth Managers United offers Private Wealth Management, Family Office, and Investment Banking.
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