Welcon Financials

Kolkata, India Founded: 2015 • Age: 11 yrs
Wealth management and financial planning services are offered to clients.
Annual revenue $250,539 Latest available
Total funding $12,997 1 rounds
Employees 29 Tracked headcount
Investors 3 Known backers
Products 4 Services tracked
Competitors - Brand Intelligence

About Welcon Financials

Welcon Financials is a company based in Kolkata (India) founded in 2015 by Indrajit Mukherjee, Phalguni Chakravorty, and Partha Chakraborty. Welcon Financials has raised $13 thousand across 1 funding round from investors including Mandira Roy, Bagala Kanta Ghosh and Bappaditya Ghosh. The company has 29 employees as of April 02, 2024. Welcon Financials offers products and services including Mutual Fund Investments, Life Insurance Planning, Health Insurance Planning, and Tax Planning Services.

  • Headquarter Kolkata, India
  • Employees 29 as on 02 Apr, 2024
  • Founders Indrajit Mukherjee, Phalguni Chakravorty, Partha Chakraborty
  • Stage Minicorn
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
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  • Website
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  • Social
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  • Legal Name Welcon Financials Private Limited
  • Date of Incorporation 24 Aug, 2015
  • Jurisdiction Kolkata, West Bengal, India
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $250.54 K (USD)
    -20.03
    as on Mar 31, 2023
  • Net Profit
    $13.91 K (USD)
    -2.03
    as on Mar 31, 2023
  • EBITDA
    $73.7 K (USD)
    13.46
    as on Mar 31, 2023
  • Total Equity Funding
    $13 K (USD)

    in 1 rounds

  • Latest Funding Round
    $13 K (USD), Angel Round

    Jul 02, 2018

  • Investors

    & 2 more

  • Employee Count
    29

    as on Apr 02, 2024

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Products & Services of Welcon Financials

Welcon Financials offers a comprehensive portfolio of products and services, including Mutual Fund Investments, Life Insurance Planning, Health Insurance Planning, and Tax Planning Services.

Product name locked
Category locked
Primary

Platform for diversified portfolio creation using equity, debt, and liquid funds.

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Locked

Tools for wealth generation through ULIPs and guaranteed insurance products.

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Strategies to optimize premiums and accumulate wealth via health coverage.

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Guidance on portfolio optimization for maximum tax benefits and efficiency.

Funding Insights of Welcon Financials

Welcon Financials has successfully raised a total of $13K through 1 strategic funding round. The most recent funding activity was a Angel Round of $13 thousand completed in July 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Welcon Financials

Welcon Financials has secured backing from 3 investors, including angel investors. Prominent investors backing the company include Mandira Roy, Bagala Kanta Ghosh and Bappaditya Ghosh.

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Angel
Investor Description Founded Year Domain Location

Mandira Roy

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Bagala Kanta Ghosh

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Bappaditya Ghosh

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Investor details for Welcon Financials

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Investments & Acquisitions by Welcon Financials

Investments
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Investment portfolio details for Welcon Financials

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Financial Statements - Welcon Financials

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Detailed financials for Welcon Financials

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Welcon Financials Comparisons

Welcon Financials Primary company
Description
Wealth management and financial planning services are offere...
Location
Kolkata, India
Founded Year
2015
Annual Revenue
$250.54 K (USD)
Net Profit
$13.91 K (USD)
EBITDA
$73.7 K (USD)
Employees
29
As of 2024
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Peer comparison for Welcon Financials

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Competitors of Welcon Financials

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Detailed competitors of Welcon Financials

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Latest news on Welcon Financials

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Complete news archive for Welcon Financials

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Frequently Asked Questions about Welcon Financials

Welcon Financials was founded in 2015 and raised its 1st funding round 3 years after it was founded.

Welcon Financials is headquartered in Kolkata, India. It is registered at Kolkata, West Bengal, India.

Welcon Financials is a funded company, having raised a total of $13K across 1 funding round to date.

As of Apr 02, 2024, the latest employee count at Welcon Financials is 29.

Annual revenue of Welcon Financials is $250.54K as on Mar 31, 2023.

Welcon Financials was founded in 2015 in Kolkata, India, operating in the financial services sector. Services provided include mutual fund investments, portfolio management, life and health insurance planning, tax optimization, and risk management. Support is extended for wealth creation through diversified portfolios, legacy planning, KYC registration, and CAN creation. Operations focus on assisting individuals in building and managing finances across various investment needs.

Welcon Financials offers Mutual Fund Investments, Life Insurance Planning, Health Insurance Planning, and Tax Planning Services.

Welcon Financials has 3 investors. Key investors include Mandira Roy, Bagala Kanta Ghosh, and Bappaditya Ghosh.

The valuation of Welcon Financials is $2.22M as of Jul 2018.

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