My Financial Advisor Revenue and Competitors

Mumbai, IND

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • My Financial Advisor's estimated annual revenue is currently $36.5M per year.(i)
  • My Financial Advisor's estimated revenue per employee is $231,000

Employee Data

  • My Financial Advisor has 158 Employees.(i)
  • My Financial Advisor grew their employee count by 8% last year.

My Financial Advisor's People

NameTitleEmail/Phone
1
Associate VPReveal Email/Phone
2
VP & Financial CoachReveal Email/Phone
3
Head - Accounts & FinanceReveal Email/Phone
4
Associate Director, Financial PlanningReveal Email/Phone
5
Senior ManagerReveal Email/Phone
6
Manager - Client service team (Operations and servicing)Reveal Email/Phone
7
Assistant Manager- MarketingReveal Email/Phone
8
Manager Human Resource Business PartnerReveal Email/Phone
9
Senior Executive - Client Acquisition TeamReveal Email/Phone
10
Executive AssistantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$381.6M129832%N/AN/A
#2
$360.2M122512%N/AN/A
#3
$950.2M323248%N/AN/A
#4
$107.1M40828%N/AN/A
#5
$418.4M14234%N/AN/A
#6
$38.6M1670%N/AN/A
#7
$796.2M270838%N/AN/A
#8
$40M1739%N/AN/A
#9
$293.1M99729%N/AN/A
#10
$127.1M48430%N/AN/A
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What Is My Financial Advisor?

We are a Mumbai based Private Wealth Management firm where we help High Net worth Corporate Executives, Business Owners, NRIs , Celebrities and Self Employed Professionals (Doctors, Lawyers) to make smart and informed choices about their money. The firm is headed by Mr.Amar Pandit, a Certified Financial Planner.

keywords:N/A

N/A

Total Funding

158

Number of Employees

$36.5M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

My Financial Advisor News

2022-04-20 - Financial Advisor Michael Gavett Joins Linsco by LPL Financial

“My business is high contact and very direct to help clients understand and have a good perspective on the strategies we put in place to help...

2022-03-30 - Is my financial advisor just putting up with me because my mother is rich?

I use my rich mom's financial adviser even though I'm not wealthy myself. ... The advisor has invested my money in funds I don't understand,...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$22.1M1583%N/A
#2
$22.1M158-8%N/A
#3
$17.8M159-2%N/A
#4
$35.9M15926%N/A
#5
$47.2M15917%N/A