Winnage

India
Offers customized financial planning, wealth management, insurance, and tax services in India.

About Winnage

Winnage is a Financial Services company based in India. It offers customized financial planning, wealth management, insurance, and tax services in India. It operates on a B2C model. Winnage offers products and services including Mutual Funds, Portfolio Management, Health Insurance, and Customised Financial Planning. Its focus areas include Insurance, General Insurance, Health and Travel and FinTech. Its legal entity is Winnage Consultancy Services.

Company details

Winnage Consultancy Services is a private wealth management firm based in Gurgaon, India, specializing in client-centric solutions. It delivers customized financial planning, portfolio management, mutual fund investments, and various insurance options like health and life coverage. The firm serves high net worth families through expert advice on investments, tax planning, and loans, focusing on long-term financial security and personalized strategies.

  • Headquarters India
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website winnage.in
  • Legal Name Winnage Consultancy Services

Products & Services of Winnage

Winnage offers a comprehensive portfolio of products and services, including Mutual Funds, Portfolio Management, Health Insurance, and Customised Financial Planning.

Mutual Funds
Investment Services

Assists in mutual fund investments for high-return financial planning.

Portfolio Management
Wealth Management

Oversees investment portfolios to align with client financial goals.

Health Insurance
Insurance Services

Provides coverage for medical expenses and health planning needs.

Customised Financial Planning
Financial Advisory

Offers tailored plans for savings, retirement, and tax strategies.

Board of directors of Winnage

The boards of the 2 registered companies of Winnage currently have 2 directors; the longest-serving is Cheena Bhasin, appointed in 2007. 6 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Cheena Bhasin
DIN 01643186
Director03 Aug 200719 yrs 2 moWinnage Enterprises Private Limited, Winnage Insurance Brokers Private Limited
Madhu Bhasin
DIN 02643696
Director30 Apr 200917 yrs 6 moWinnage Enterprises Private Limited, Winnage Insurance Brokers Private Limited

Financials of Winnage

Figures of Winnage Enterprises Private Limited, the primary company behind Winnage, for FY 2025. Revenue was ₹4.6 Lakh (-38% year on year). Net loss was -₹4.2 Lakh (-93% margin). EBITDA was ₹79,754 (18% margin). Revenue has grown at a compounded annual rate of -37% over three years and -19% over five years.

  • ₹4.6 LakhRevenue · FY 2025 · -38% YoY
  • -₹4.2 LakhNet loss · -93% margin
  • ₹79,754EBITDA · 18% margin
  • ₹22 LakhPaid-up capital
  • -37%Revenue CAGR, 3 years
  • -19%Revenue CAGR, 5 years

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

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Detailed financial statements for Winnage

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Top companies in Investment & Wealth Tech

3 companies that operate in the same segment as Winnage (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 Winnage

Winnage is headquartered in India.

Winnage Consultancy Services is a private wealth management firm based in Gurgaon, India, specializing in client-centric solutions. It delivers customized financial planning, portfolio management, mutual fund investments, and various insurance options like health and life coverage. The firm serves high net worth families through expert advice on investments, tax planning, and loans, focusing on long-term financial security and personalized strategies.

Winnage offers Mutual Funds, Portfolio Management, Health Insurance, and Customised Financial Planning.

Winnage is associated with 2 legal entities: Winnage Enterprises Private Limited, Winnage Insurance Brokers Private Limited.

The legal entities of Winnage currently have 2 directors, including Madhu Bhasin, Cheena Bhasin.

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