About WealthSecure
WealthSecure was a Financial Services company based in Bengaluru (India) founded in 2008. It offers a robo-advisor platform for automated financial planning and investment guidance. It operates on a B2C model. The company has 21 employees. Its Indian entity Neo Wealth Partners Private Limited reported revenue of ₹77.60 Cr. The company is recorded as dissolved. Its focus areas include Finance, Investment Advisory and Robo-Advisory. Its competitors include FundExpert, Elever and Orowealth; 3 of its 3 listed competitors have raised funding.
Company details
WealthSecure offers a robo-advisor platform for automated financial planning and investment guidance through finance, offering financial products and advice, offering investment advisory, and robo-advisory. 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.
- Headquarters Bengaluru, India
- Employees 21
- SectorsFinancial Services
- Website wealthsecure.com
- Social X Facebook
- Legal Name Neo Wealth Partners Private Limited
- Date of Incorporation 20 Oct, 2016
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹77.60 Cr
FY 2025 · +129% YoY
- Net Loss-₹17.81 Cr
FY 2025 · -23% margin
- EBITDA-₹12.81 Cr
FY 2025 · -17% margin
- Employee Count21
Associated legal entities of WealthSecure
WealthSecure operates through Neo Wealth Partners 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 |
|---|---|---|---|---|---|---|---|
| Neo Wealth Partners Private Limited CIN U01110MH2016PTC286990 | Active | 20 Oct 2016 | Mumbai, Maharashtra | ₹77.6 Cr | 21 | 4 | View details |
Board of directors of Neo Wealth Partners Private Limited (WealthSecure)
Neo Wealth Partners Private Limited is the primary company behind WealthSecure. The board of Neo Wealth Partners Private Limited currently have 4 directors; the longest-serving is Visva Srikanth Ayinavolu, appointed in 2022. 11 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Visva Srikanth Ayinavolu DIN 06883744 | Director | 10 Nov 2022 | 3 yrs 11 mo | Neo Wealth Partners Private Limited |
| Shantanu Bhargava DIN 11382540 | Additional Director | 05 Jan 2026 | 9 mo | Neo Wealth Partners Private Limited |
| Anindita Bhowmik DIN 11383472 | Additional Director | 05 Jan 2026 | 9 mo | Neo Wealth Partners Private Limited |
| Nikhir Nemchand Jain DIN 11488686 | Additional Director | 27 Feb 2026 | 7 mo | Neo Wealth Partners Private Limited |
Financials of WealthSecure
Figures of Neo Wealth Partners Private Limited, the primary company behind WealthSecure, for FY 2025. Revenue was ₹77.60 Cr (+129% year on year). Net loss was -₹17.81 Cr (-23% margin). EBITDA was -₹12.81 Cr (-17% margin). Revenue has grown at a compounded annual rate of +1529% over three years and +232% over five years.
- ₹77.60 CrRevenue · FY 2025 · +129% YoY
- -₹17.81 CrNet loss · -23% margin
- -₹12.81 CrEBITDA · -17% margin
- ₹1.08 CrPaid-up capital
- 21Employees (provident fund records)
- +1529%Revenue CAGR, 3 years
- +232%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Neo Wealth Partners Private Limited are on its company page.
Detailed financial statements for WealthSecure
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.
Competitors of WealthSecure
WealthSecure has 3 listed competitors in our database, 3 of them funded. They include FundExpert, Elever and Orowealth.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fundexpert.in | 2016 | Bengaluru, India | $88,816 | 4,379 | Automated mutual fund investing platform | |
| elever.app | 2020 | Bengaluru, India | $4.76M | 12 | Goal-based investments are enabled via an app-based platform. | |
| orowealth.com | 2015 | Mumbai, India | $2M | 42 | Platform for alternative asset and mutual fund investments is provided. |
Detailed competitors of WealthSecure
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.
Top companies in Investment Banks
2 companies that operate in the same segment as WealthSecure (Investment Banks) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about WealthSecure
WealthSecure was founded in 2008.
WealthSecure is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
WealthSecure has 21 employees.
The primary company behind WealthSecure, Neo Wealth Partners Private Limited, reported revenue of ₹77.60 Cr for FY 2025, up 129% year on year.
WealthSecure offers a robo-advisor platform for automated financial planning and investment guidance through finance, offering financial products and advice, offering investment advisory, and robo-advisory. 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.
WealthSecure's top competitors include FundExpert, Elever and Orowealth.
WealthSecure operates through Neo Wealth Partners Private Limited.
The legal entities of WealthSecure currently have 4 directors, including Visva Srikanth Ayinavolu, Nikhir Nemchand Jain, Shantanu Bhargava and others.