WealthSpectrum

Ahmedabad, India Founded: 1991 • Age: 35 yrs
Integrated software for portfolio, wealth, and investment fund management.

About WealthSpectrum

WealthSpectrum is a Financial Services company based in Ahmedabad (India) founded in 1991 by Mihir Parekh. Integrated software for portfolio, wealth, and investment fund management. It operates on a B2B and SaaS model. The company has 38 employees. Its Indian entity Applied Software Private Limited reported revenue of β‚Ή74.09 Cr. WealthSpectrum offers products and services including Portfolio Manager, Wealth Manager, Family Office, Alternative Investment Fund, and Multi-Currency Fund. Its focus areas include FinTech, Investment Tech, Wealth Management and Portfolio Management. Its competitors include Fintso and MProfit; 2 of its 2 listed competitors have raised funding.

Company details

WealthSpectrum provides all-in-one software solutions for front, mid, and back office functions in investment management. It enables efficient portfolio management, wealth tracking, and alternative fund handling, serving over 250 managers with more than 300 billion in assets. Based in Ahmedabad, India, it focuses on compliance, productivity, and client access through cloud or on-premise deployment, reducing errors and enhancing user experience.

  • Headquarters Ahmedabad, India
  • Employees 38
  • Founders Mihir Parekh
  • Sectors
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website wealthspectrum.com
  • Social LinkedIn X
  • Legal Name Applied Software Private Limited
  • Date of Incorporation 17 Oct, 1990
  • Jurisdiction Ahmedabad, Gujarat, India
Key Metrics
  • Annual Revenue
    ₹74.09 Cr

    FY 2025 · +32% YoY

  • Net Profit
    ₹34.01 Cr

    FY 2025 · 46% margin

  • EBITDA
    ₹44.96 Cr

    FY 2025 · 61% margin

  • Employee Count
    38

Products & Services of WealthSpectrum

WealthSpectrum offers a comprehensive portfolio of products and services, including Portfolio Manager, Wealth Manager, Family Office, Alternative Investment Fund, and Multi-Currency Fund.

Portfolio Manager
Investment Software

Tool for managing investment portfolios and optimizing performance.

Wealth Manager
Wealth Management Software

Software for tracking and advising on personal wealth strategies.

Family Office
Family Wealth Software

Platform for handling family investment and estate management.

Alternative Investment Fund
Fund Management Software

System for managing alternative investment funds and assets.

Multi-Currency Fund
Financial Tools

Software for handling multi-currency investment funds securely.

Board of directors of Applied Software Private Limited (WealthSpectrum)

Applied Software Private Limited is the primary company behind WealthSpectrum. The board of Applied Software Private Limited currently have 4 directors; the longest-serving is Geeta Kiritkumar Parekh, appointed in 1990.

DirectorDesignationAppointedTenureEntity
Geeta Kiritkumar Parekh
DIN 00858541
Director17 Oct 199036 yrsApplied Software Private Limited
Kiritkumar Mathuradas Parekh
DIN 00858388
Whole-time director17 Oct 199036 yrsApplied Software Private Limited
Mihir Kiritkumar Parekh
DIN 00858364
Managing Director01 Oct 200026 yrsApplied Software Private Limited
Gopi Mihir Parekh
DIN 00858528
Whole-time director14 May 20188 yrs 5 moApplied Software Private Limited

People of WealthSpectrum

1 people are tracked at WealthSpectrum (1 in leadership); the tracked headcount is 38.

NameRoleGroup
Founder, DirectorLeadership
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Financials of WealthSpectrum

Figures of Applied Software Private Limited, the primary company behind WealthSpectrum, for FY 2025. Revenue was ₹74.09 Cr (+32% year on year). Net profit was ₹34.01 Cr (46% margin). EBITDA was ₹44.96 Cr (61% margin). Revenue has grown at a compounded annual rate of +37% over three years and +30% over five years.

  • ₹74.09 CrRevenue · FY 2025 · +32% YoY
  • ₹34.01 CrNet profit · 46% margin
  • ₹44.96 CrEBITDA · 61% margin
  • ₹28.9 LakhPaid-up capital
  • 38Employees (provident fund records)
  • +37%Revenue CAGR, 3 years
  • +30%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Applied Software Private Limited are on its company page.

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Detailed financial statements for WealthSpectrum

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

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  • Five-year trends
  • Downloads

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Competitors of WealthSpectrum

WealthSpectrum has 2 listed competitors in our database, 2 of them funded. They include Fintso and MProfit.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fintso.com2019Mumbai, India$5.77M37
Digital wealth tools are provided to empower financial advisors.
mprofit.in2007Mumbai, India$2M68
Multi-asset investment portfolios are tracked and consolidated by the platform.
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Detailed competitors of WealthSpectrum

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
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  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of WealthSpectrum

Websites that share an audience with WealthSpectrum (wealthspectrum.com).

Similar websites

Websites whose visitors overlap most with WealthSpectrum. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
nichetechsolutions.com
100%
#5,851,099View details
e2logy.com
96%
4.6K#3,877,610View details
finbyz.tech
95%
8K#2,416,344View details
softwareco.com
94%
#2,608,631View details

Top companies in Investment & Wealth Tech

3 companies that operate in the same segment as WealthSpectrum (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment consultant for future & options and commodities
1987Kochi, Kerala, IndiaUSD 71.52 M2,690
Technology-led financial products and infrastructure services are provided for consumers.
2021Mumbai, Maharashtra, IndiaUSD 145.66 MUSD 1.98 M376
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Frequently Asked Questions about WealthSpectrum

WealthSpectrum was founded in 1991.

WealthSpectrum is headquartered in Ahmedabad, India. It is registered at Ahmedabad, Gujarat, India.

WealthSpectrum has 38 employees.

The primary company behind WealthSpectrum, Applied Software Private Limited, reported revenue of β‚Ή74.09 Cr for FY 2025, up 32% year on year.

WealthSpectrum provides all-in-one software solutions for front, mid, and back office functions in investment management. It enables efficient portfolio management, wealth tracking, and alternative fund handling, serving over 250 managers with more than 300 billion in assets. Based in Ahmedabad, India, it focuses on compliance, productivity, and client access through cloud or on-premise deployment, reducing errors and enhancing user experience.

WealthSpectrum's top competitors include MProfit and Fintso.

WealthSpectrum offers Portfolio Manager, Wealth Manager, Family Office, Alternative Investment Fund, and Multi-Currency Fund.

WealthSpectrum operates through Applied Software Private Limited.

The legal entities of WealthSpectrum currently have 4 directors, including Geeta Kiritkumar Parekh, Kiritkumar Mathuradas Parekh, Mihir Kiritkumar Parekh and others.

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