About Finwizard Technology Private Limited
Data last updated: 05 January 2026
Finwizard Technology Private Limited is a private limited company based in Bangalore North, Karnataka, India, recognised as a startup by DPIIT. It specialises in online financial services, a part of the broader internet and digital services sector. Incorporated on 05 June 2015, the company has been in operation for over 11 years.
Registered with ROC Bangalore under CIN U74900KA2015PTC080747.
Capital: an authorised share capital of ₹1.44 Cr and a paid-up capital of ₹86.57 Lakh. It is led by directors including Subramanya Venkat Sumukh and Anand Dalmia.
Last AGM: 15 September 2025. Financial statements filed for year ended 31 March 2025. Office: Bangalore North, Karnataka.
As per the financials filed for FY 2025, the company reported a revenue of ₹166.2 Cr, a growth of 34% compared to the previous year.
The company has a workforce of approximately 407 employees as per the latest available data. Its group structure includes 3 subsidiaries.
The company is associated with 3 brands - Tax2win, Fisdom, Finity. As per MCA filings, the company has open charges of ₹41.95 Cr and satisfied charges of ₹7.5 Cr on record.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website fisdom.com.
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Registered AddressIndiqube Sapphire 2Nd Floor, No 73/1 St Mark Road, Bangalore North, Karnataka, India – 560001
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IndustryInternet, Online Financial Services
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Associated Brands with Finwizard Technology Private Limited
Finwizard Technology Private Limited operates multiple associated brands including Tax2win, Fisdom, and Finity. These brands represent Finwizard Technology Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Online platform for income tax returns filing | tax2win.in | |
| Online investment and wealth management services are provided digitally. | fisdom.com | |
| A platform for passive investments in stocks and mutual funds is provided by Finity. | finity.in |
Competitors & Alternatives of Finwizard Technology Private Limited
Brands and companies operating in the same space as Finwizard Technology Private Limited include Angel One, Upstox, Scripbox and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
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App-based brokerage stock trading platform | Mumbai, India, India | 1996 |
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Tech-driven trading platform is offered for low-cost brokerage services. | Mumbai, India, India | 2009 |
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Platform offering mutual fund investments, financial planning, and wealth growth services | Bengaluru, India, India | 2012 |
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Investment solutions and portfolio management are provided for affluent individuals. | Mumbai, India, India | 2021 |
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An online platform for investments and trading services is offered. | Bengaluru, India, India | 2016 |
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Online trading platforms and investment tools are provided by Samco. | Mumbai, India, India | 2015 |
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Online trading of stocks, securities, and options is enabled. | Beijing, China, China | 2014 |
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Provider of online brokerage services and trading platforms | Greenwich, United States, United States | 1977 |
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Online platform for stock trading, mutual funds, and investment tools. | Mumbai, India, India | 1994 |
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Digital wealth management platform is offered for personalized investments. | Bengaluru, India, India | 2015 |
Business Activity of Finwizard Technology Private Limited
Finwizard Technology Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including other financial activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities | Locked |
Business activity turnover details for Finwizard Technology Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Auditor Details of Finwizard Technology Private Limited
Finwizard Technology Private Limited is audited by MSKA & Associates for the financial year 2025. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| MSKA & Associates | Locked | Locked | Locked |
Complete auditor history for Finwizard Technology Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
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Board of Directors of Finwizard Technology Private Limited
Finwizard Technology Private Limited is currently managed by 5 directors, with 9 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
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Subramanya Venkat Sumukh
Also directs:
Finwizard Securities Private Limited, Finwizard Technology Services Private Limited, Winiin Taxscope Private Limited and 1 more
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Whole-Time Director | 05 Jun 2015 | 11 Years 2 Months | Current |
| Anand Dalmia | Whole-Time Director | 17 Nov 2015 | 10 Years 9 Months | Current |
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Harsh Jain
Also directs:
Stargazer Growth Llp, Billionbrains Garage Ventures Limited, Groww Invest Tech Private Limited and 2 more
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Director | 06 Oct 2025 | 0 Years 10 Months | Current |
| Lalit Keshre | Director | 06 Oct 2025 | 0 Years 10 Months | Current |
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Lalit Bhimani
Also directs:
Groww Wealth Tech Private Limited, Groww Insurance Broking Private Limited, Groww Ifsc Private Limited and 3 more
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Director | 06 Oct 2025 | 0 Years 10 Months | Current |
Financials of Finwizard Technology Private Limited FY 2025 filings available
Finwizard Technology Private Limited reported revenue of ₹166.2 Cr (up 34.00% YoY) for FY 2025.
Ten-year financial statements for Finwizard Technology Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
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Ownership and Shareholding of Finwizard Technology Private Limited
Shareholding and ownership data for Finwizard Technology Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Group Structure of Finwizard Technology Private Limited
Finwizard Technology Private Limited has 3 subsidiary companies. This group structure data is as of FY 2024. The corporate group structure reflects Finwizard Technology Private Limited's business expansion strategy and organizational complexity.
| Company Name | CIN | Shares Held |
|---|---|---|
| Finwizard Securities Private Limited | U66120KA2021PTC150825 | Locked |
| Finwizard Technology Services Private Limited | U72900KA2021PTC149934 | Locked |
| Winiin Taxscope Private Limited | U74140RJ2015PTC048283 | Locked |
Showing major subsidiaries. Total: 3.
Charges & Borrowings of Finwizard Technology Private Limited
| Date | Lender | Amount | Status |
|---|---|---|---|
| 03 Sep 2024 | Others | ₹5 Cr | Open |
| 23 Aug 2024 | Others | ₹10 Cr | Open |
| 21 Aug 2024 | Others | ₹22 Cr | Open |
| 19 Feb 2024 | The Hongkong and Shanghai Banking Corporation Limited | ₹4.95 Cr | Open |
| 15 Jan 2022 | Others | ₹7.5 Cr | Satisfied |
Total charge records: 5 View all charges
Employees and EPFO Compliance at Finwizard Technology Private Limited
Finwizard Technology Private Limited has a workforce of 407 employees as of Oct 15, 2025.
Employee and EPFO history for Finwizard Technology Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
GST Compliance of Finwizard Technology Private Limited
GST registrations and filing compliance for Finwizard Technology Private Limited
State-wise registrations, return filing status, HSN and SAC details, and jurisdiction records require an active report plan.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
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Credit Ratings, Litigation & Regulatory Alerts for Finwizard Technology Private Limited
Credit ratings, litigation, and regulatory alerts for Finwizard Technology Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
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MSME Payment Delays by Finwizard Technology Private Limited
MSME payment history for Finwizard Technology Private Limited
Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
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Subsidiaries & Group Companies of Finwizard Technology Private Limited
Corporate group structure for Finwizard Technology Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
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MCA Filings & Documents of Finwizard Technology Private Limited
MCA filings and documents for Finwizard Technology Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Recent Activity on Finwizard Technology Private Limited
Recent News on Finwizard Technology Private Limited
Frequently Asked Questions about Finwizard Technology Private Limited
Finwizard Technology Private Limited is an active private limited company in the internet sector based in Bangalore North, Karnataka, India. It was incorporated on 05 June 2015 (11+ years old) and is registered under CIN U74900KA2015PTC080747. The company has 407 employees.
Finwizard Technology Private Limited reported revenue of ₹166.2 Cr for FY 2025 (up 34.00% YoY).
The current directors of Finwizard Technology Private Limited are:
- Subramanya Venkat Sumukh - Whole-Time Director
- Anand Dalmia - Whole-Time Director
- Harsh Jain - Director
- Lalit Keshre - Director
- Lalit Bhimani - Director
The primary industry of Finwizard Technology Private Limited is internet. The company specifically operates in online financial services. The company is currently active in this sector.
Yes, Finwizard Technology Private Limited is recognised as a startup by the Department for Promotion of Industry and Internal Trade (DPIIT).
Finwizard Technology Private Limited can be reached at the registered office: Indiqube Sapphire 2Nd Floor, No 731 St Mark Road, Bangalore North, Karnataka, India – 560001, or through the website fisdom.com.