About Zvest Financial Services
Zvest Financial Services is a Technology company based in Bengaluru (India) founded in 2016. It provides financial planning, wealth creation, risk management, and training services. It operates on a B2C and B2B model in Technology and Financial Services sectors. Zvest Financial Services offers products and services including Financial Planning, Wealth Creation, Risk Transfer, Group Training, and Taxation Planning. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Its legal entity in India is Zvest Financial Services Llp (AAH-3722). Its competitors include Angel One Wealth and UpFunds.
Company details
Zvest Financial Services LLP specializes in personalized financial planning and wealth management, helping clients create long-term portfolios through strategic asset allocation and risk transfer. Based in Bengaluru, India, they operate with transparency and due diligence, serving individuals and corporates with services like taxation, legal planning, and forex. They emphasize customized solutions for emotional, social, and economic aspirations, ensuring clients achieve balanced financial goals.
Associated legal entities of Zvest Financial Services
Zvest Financial Services operates through Zvest Financial Services Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Zvest Financial Services Llp CIN AAH-3722 | Active | 09 Sep 2016 | Bangalore, Karnataka | 2 | View details |
Products & Services of Zvest Financial Services
Zvest Financial Services offers a comprehensive portfolio of products and services, including Financial Planning, Wealth Creation, Risk Transfer, Group Training, and Taxation Planning.
Service for creating personalized financial plans and strategies.
Portfolio management for long-term wealth building and asset allocation.
Advice on securing human capital and transferring financial risks.
Customized sessions for corporates on financial biases and planning.
Assistance with tax-efficient investment and regulatory compliance.
Apps and channels of Zvest Financial Services
its YouTube channel Zvest Financial Services LLP has 601 subscribers and 30 videos.
Videos from Zvest Financial Services
The most watched videos on Zvest Financial Services's YouTube channel, Zvest Financial Services LLP (601 subscribers). Click a video to play it here.
More on Zvest Financial Services LLP.
Board of directors of Zvest Financial Services Llp (Zvest Financial Services)
Zvest Financial Services Llp is the primary company behind Zvest Financial Services. The board of Zvest Financial Services Llp currently have 2 directors; the longest-serving is Harsh Kumar, appointed in 2016.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Harsh Kumar DIN 07588692 | Designated Partner | 09 Sep 2016 | 10 yrs 1 mo | Zvest Financial Services Llp |
| Anuj Arora DIN 07588728 | Designated Partner | 09 Sep 2016 | 10 yrs 1 mo | Zvest Financial Services Llp |
Competitors of Zvest Financial Services
Zvest Financial Services has 2 listed competitors in our database. They include Angel One Wealth and UpFunds.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| aowealth.in | 2023 | Mumbai, India | 86 | Offers digital wealth management and investment services for high-net-worth individuals. | ||
| upfunds.in | 2017 | Bengaluru, India | Operates an online platform offering wealth management products and services for individual investors. |
Detailed competitors of Zvest Financial Services
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Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Zvest Financial Services (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Related news about Zvest Financial Services
Complete news archive for Zvest Financial Services
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Frequently Asked Questions about Zvest Financial Services
Zvest Financial Services was founded in 2016.
Zvest Financial Services is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Zvest Financial Services LLP specializes in personalized financial planning and wealth management, helping clients create long-term portfolios through strategic asset allocation and risk transfer. Based in Bengaluru, India, they operate with transparency and due diligence, serving individuals and corporates with services like taxation, legal planning, and forex. They emphasize customized solutions for emotional, social, and economic aspirations, ensuring clients achieve balanced financial goals.
Zvest Financial Services's top competitors include UpFunds and Angel One Wealth.
Zvest Financial Services offers Financial Planning, Wealth Creation, Risk Transfer, Group Training, and Taxation Planning.
Zvest Financial Services operates through Zvest Financial Services Llp.
The legal entities of Zvest Financial Services currently have 2 directors, including Harsh Kumar, Anuj Arora.