Wealthee Monk

Bengaluru, India Founded: 2020 • Age: 6 yrs
Delivers comprehensive financial planning solutions for clients.

About Wealthee Monk

Wealthee Monk was a Business Services company based in Bengaluru (India) founded in 2020 by Harsh Nijhawan. It delivers comprehensive financial planning solutions for clients. It operates on a B2C model. The company has 1 employees. The company is recorded as dissolved. Its focus areas include Finance, Financial Services, Planning and Advisory Services. Its legal entity in India is Wealthee Monk Technologies Private Limited (U72900HR2020PTC087926). Its competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services; 2 of its 3 listed competitors have raised funding.

Company details

Wealthee Monk delivers comprehensive financial planning solutions for clients through finance, offering financial products and advice, planning, and providing advisory services. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.

Key Metrics
  • Annual Revenue
    ₹8,500

    FY 2025 · -75% YoY

  • Net Loss
    -₹2,100

    FY 2025 · -25% margin

  • EBITDA
    -₹2,100

    FY 2025 · -25% margin

  • Employee Count
    1

Board of directors of Wealthee Monk Technologies Private Limited (Wealthee Monk)

Wealthee Monk Technologies Private Limited is the primary company behind Wealthee Monk. The board of Wealthee Monk Technologies Private Limited currently have 2 directors; the longest-serving is Santosh Kumari, appointed in 2020. 1 earlier director has ceased.

DirectorDesignationAppointedTenureEntity
Santosh Kumari
DIN 08813317
Director29 Jul 20206 yrs 2 moWealthee Monk Technologies Private Limited
Rickshesh Manchanda
DIN 09846585
Additional Director21 Jul 20251 yr 3 moWealthee Monk Technologies Private Limited

People of Wealthee Monk

1 people are tracked at Wealthee Monk (1 in leadership); the tracked headcount is 1.

NameRoleGroup
FounderLeadership
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Financials of Wealthee Monk

Figures of Wealthee Monk Technologies Private Limited, the primary company behind Wealthee Monk, for FY 2025. Revenue was ₹8,500 (-75% year on year). Net loss was -₹2,100 (-25% margin). EBITDA was -₹2,100 (-25% margin). Revenue has grown at a compounded annual rate of -76% over three years.

  • ₹8,500Revenue · FY 2025 · -75% YoY
  • -₹2,100Net loss · -25% margin
  • -₹2,100EBITDA · -25% margin
  • ₹1 LakhPaid-up capital
  • -76%Revenue CAGR, 3 years

Balance sheet, profit and loss, cash flow and ratios of Wealthee Monk Technologies Private Limited are on its company page.

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Competitors of Wealthee Monk

Wealthee Monk has 3 listed competitors in our database, 2 of them funded. They include Prudent, Reliance Capital and Equentis Wealth Advisory Services.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
prudentcorporate.com2000Ahmedabad, India$138,131677
Provider of financial products and investment services
reliancecapital.co.in1986Mumbai, India18,360
Financial services including loans, insurance, and asset management are provided.
equentis.com2015Mumbai, India$10.59M1,602
Investment advisory and research platform
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Frequently Asked Questions about Wealthee Monk

Wealthee Monk was founded in 2020.

Wealthee Monk is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.

Wealthee Monk has 1 employees.

The primary company behind Wealthee Monk, Wealthee Monk Technologies Private Limited, reported revenue of β‚Ή8,500 for FY 2025, down 75% year on year.

Wealthee Monk delivers comprehensive financial planning solutions for clients through finance, offering financial products and advice, planning, and providing advisory services. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.

Wealthee Monk's top competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services.

Wealthee Monk operates through Wealthee Monk Technologies Private Limited.

The legal entities of Wealthee Monk currently have 2 directors, including Rickshesh Manchanda, Santosh Kumari.

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