About WealthERP
WealthERP is a Financial Services company based in Bengaluru (India) founded in 2015. Comprehensive platform for managing investments and financial portfolios for advisors. It operates on a SaaS and B2B model. The company has 17 employees. Its Indian entity Ampsys Consulting Private Limited reported revenue of ₹2.87 Cr. WealthERP offers products and services including WealthERP Platform and Mobile App. Its focus areas include FinTech, Investment Tech, Portfolio Management and Advisory Tools.
Company details
WealthERP is a comprehensive platform designed for wealth advisors, financial planners, and distributors to plan, transact, manage, and analyze investments across asset classes. It offers portfolio tracking, customizable reports, and unified backoffice operations. Located in Bengaluru, India, it serves clients like brokers, banks, and family offices by providing intuitive tools for financial management and investment oversight, ensuring seamless operations and informed decisions.
- Headquarters Bengaluru, India
- Employees 17
- SectorsFinancial Services
- Email••••••••
- Website wealtherp.net
- Legal Name Ampsys Consulting Private Limited
- Date of Incorporation 21 Sep, 2005
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹2.87 Cr
FY 2025 · +26% YoY
- Net Profit₹1.9 Lakh
FY 2025 · 1% margin
- EBITDA₹11 Lakh
FY 2025 · 4% margin
- Employee Count17
Associated legal entities of WealthERP
WealthERP operates through Ampsys Consulting Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Ampsys Consulting Private Limited CIN U72200KA2005PTC037286 | Active | 21 Sep 2005 | Bangalore, Karnataka | ₹2.9 Cr | 17 | 2 | View details |
Products & Services of WealthERP
WealthERP offers a comprehensive portfolio of products and services, including WealthERP Platform and Mobile App.
Platform for planning, transacting, and managing investments across asset classes.
App for tracking and managing investments anytime from mobile devices.
Board of directors of Ampsys Consulting Private Limited (WealthERP)
Ampsys Consulting Private Limited is the primary company behind WealthERP. The board of Ampsys Consulting Private Limited currently have 2 directors; the longest-serving is Monish Jamwal, appointed in 2005. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Monish Jamwal DIN 00724835 | Director | 21 Sep 2005 | 21 yrs 1 mo | Ampsys Consulting Private Limited |
| Pooja Jamwal DIN 01495208 | Director | 21 Sep 2005 | 21 yrs 1 mo | Ampsys Consulting Private Limited |
Financials of WealthERP
Figures of Ampsys Consulting Private Limited, the primary company behind WealthERP, for FY 2025. Revenue was ₹2.87 Cr (+26% year on year). Net profit was ₹1.9 Lakh (1% margin). EBITDA was ₹11 Lakh (4% margin). Revenue has grown at a compounded annual rate of +1083% over three years and +15% over five years.
- ₹2.87 CrRevenue · FY 2025 · +26% YoY
- ₹1.9 LakhNet profit · 1% margin
- ₹11 LakhEBITDA · 4% margin
- ₹1 LakhPaid-up capital
- 17Employees (provident fund records)
- +1083%Revenue CAGR, 3 years
- +15%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Ampsys Consulting Private Limited are on its company page.
Detailed financial statements for WealthERP
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.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as WealthERP (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 WealthERP
WealthERP was founded in 2015.
WealthERP is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
WealthERP has 17 employees.
The primary company behind WealthERP, Ampsys Consulting Private Limited, reported revenue of ₹2.87 Cr for FY 2025, up 26% year on year.
WealthERP is a comprehensive platform designed for wealth advisors, financial planners, and distributors to plan, transact, manage, and analyze investments across asset classes. It offers portfolio tracking, customizable reports, and unified backoffice operations. Located in Bengaluru, India, it serves clients like brokers, banks, and family offices by providing intuitive tools for financial management and investment oversight, ensuring seamless operations and informed decisions.
WealthERP offers WealthERP Platform and Mobile App.
WealthERP operates through Ampsys Consulting Private Limited.
The legal entities of WealthERP currently have 2 directors, including Monish Jamwal, Pooja Jamwal.