About WMG Wealth
WMG Wealth is a Financial Services company based in Bengaluru (India) founded in 2012. It provides comprehensive investment and wealth management services to clients. It operates on a B2B model. The company has 10 employees. Its Indian entity Wmg Wealth Private Limited reported revenue of ₹8.21 Cr. Its focus areas include Finance, Wealth Management, Investment Services and Comprehensive Solutions. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
WMG Wealth, founded in 2012 in Bengaluru, India, focuses on finance, managing wealth portfolios, investment services, and comprehensive solutions. Provides comprehensive investment and wealth management services to clients. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
- Headquarters Bengaluru, India
- Employees 10
- SectorsFinancial Services
- Website wmgwealthadvisory.com
- Social X Facebook
- Legal Name Wmg Wealth Private Limited
- Date of Incorporation 16 May, 2011
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹8.21 Cr
FY 2025 · +43% YoY
- Net Profit₹2.08 Cr
FY 2025 · 25% margin
- EBITDA₹3.98 Cr
FY 2025 · 49% margin
- Employee Count10
Associated legal entities of WMG Wealth
WMG Wealth operates through Wmg Wealth 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 |
|---|---|---|---|---|---|---|---|
| Wmg Wealth Private Limited CIN U65190KA2011PTC058663 | Active | 16 May 2011 | Bangalore, Karnataka | ₹8.2 Cr | 10 | 2 | View details |
Board of directors of Wmg Wealth Private Limited (WMG Wealth)
Wmg Wealth Private Limited is the primary company behind WMG Wealth. The board of Wmg Wealth Private Limited currently have 2 directors; the longest-serving is Sreekara Indavara Poornesh, appointed in 2011. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sreekara Indavara Poornesh DIN 03263985 | Director | 16 May 2011 | 15 yrs 5 mo | Wmg Wealth Private Limited |
| Rashmi Mukkatira Belliappa DIN 08322098 | Director | 08 Jan 2019 | 7 yrs 9 mo | Wmg Wealth Private Limited |
Financials of WMG Wealth
Figures of Wmg Wealth Private Limited, the primary company behind WMG Wealth, for FY 2025. Revenue was ₹8.21 Cr (+43% year on year). Net profit was ₹2.08 Cr (25% margin). EBITDA was ₹3.98 Cr (49% margin). Revenue has grown at a compounded annual rate of +40% over three years and +32% over five years.
- ₹8.21 CrRevenue · FY 2025 · +43% YoY
- ₹2.08 CrNet profit · 25% margin
- ₹3.98 CrEBITDA · 49% margin
- ₹50 LakhPaid-up capital
- 10Employees (provident fund records)
- +40%Revenue CAGR, 3 years
- +32%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wmg Wealth Private Limited are on its company page.
Detailed financial statements for WMG Wealth
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.
Similar companies to WMG Wealth
WMG Wealth has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of WMG Wealth
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- Full competitor set
- Operating metrics
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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 WMG Wealth (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 WMG Wealth
WMG Wealth was founded in 2012.
WMG Wealth is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
WMG Wealth has 10 employees.
The primary company behind WMG Wealth, Wmg Wealth Private Limited, reported revenue of ₹8.21 Cr for FY 2025, up 43% year on year.
WMG Wealth, founded in 2012 in Bengaluru, India, focuses on finance, managing wealth portfolios, investment services, and comprehensive solutions. Provides comprehensive investment and wealth management services to clients. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
WMG Wealth's top competitors include UTI Mutual Fund, Avendus and 360 One.
WMG Wealth operates through Wmg Wealth Private Limited.
The legal entities of WMG Wealth currently have 2 directors, including Sreekara Indavara Poornesh, Rashmi Mukkatira Belliappa.