ORO Wealth

Name

ORO Wealth

Legal name

Orowealth

Website

https://orowealth.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Digital Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

akta.pro secondary industries

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Digital wealth management
• Mutual fund distribution
• Online investment platform
• Robo advisory services
• Retail investment broking

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Platform Distribution: Platform fees from facilitating investments in mutual funds, bonds, fixed deposits, alternative assets, and equity broking services. The platform operates as a distribution channel for various investment products.
2. Asset Management (Planned): Following Sebi in-principle approval for a mutual fund license, the company plans to build a digital-first AMC (Asset Management Company), expanding from fund distribution into fund manufacturing to generate management fees.

Distribution channels1 record

Core offering

ORO Wealth operates a digital wealth management platform that provides retail investors direct access to mutual funds, bonds, fixed deposits, alternative assets, and equity broking services through a single integrated interface. Following its acquisition by InCred Money in early 2023, the platform has secured Sebi in-principle approval for a mutual fund license and plans to launch a digital-first Asset Management Company within 6-9 months, extending its model from fund distribution into fund manufacturing.

Differentiator

Problem solved

Functional benefit

Products and services

• Direct Mutual Fund Platform (Orowealth) Direct mutual fund platform acquired by InCred Money in early 2023, providing retail investors access to direct mutual fund investments without distributor intermediation.
• InCred Money Wealth Platform Wealth-tech platform offering bonds, fixed deposits, alternative assets, and equity broking services to retail investors, with plans to expand into fund manufacturing (AMC) following Sebi in-principle approval for a mutual fund license.

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• OrowealthcoreStrategic or Co-development Partner · 1 January 2023InCred Money acquired Orowealth, a direct mutual fund platform, in early 2023. This acquisition expanded InCred Money's product portfolio and customer base in the wealth management space, combining Orowealth's mutual fund expertise with InCred Money's broader investment platform spanning bonds, fixed deposits, alternative assets, and equity broking.

Scale indicators2 records

Direct peers

• Groww: India's largest direct mutual fund and equity broking platform, serving retail investors with multi-asset access — directly comparable to ORO Wealth's core value proposition of self-directed retail wealth management.
• Kuvera: Direct mutual fund platform with a strong focus on goal-based financial planning and tax-efficient investing — competes with ORO Wealth's direct MF and financial planning heritage.
• INDmoney: Super financial app aggregating mutual funds, stocks, fixed deposits, US stocks, and personal finance tools — directly comparable multi-asset digital wealth platform targeting Indian retail investors.
• Zerodha (Coin): India's largest discount broker offering direct mutual funds via Coin alongside equity broking — directly competes with ORO Wealth's combined MF and broking offering.
• Paytm Money: Backed by Paytm, this platform offers direct mutual funds, stocks, NPS, and other investment products — a comparable multi-asset digital wealth platform with strong retail distribution.
• ETMONEY: Times Group-backed wealth management platform offering mutual funds, stocks, loans, and insurance — directly comparable multi-product digital wealth platform in India.
• Scripbox: Goal-based direct mutual fund investment platform with AI-driven portfolio recommendations — competes with ORO Wealth's retail investment advisory and direct MF offering.
• 5paisa: Discount broker offering mutual funds, stocks, derivatives, and insurance — comparable to ORO Wealth's equity broking and multi-asset retail offering.
• Upstox: Leading Indian discount broker expanding into mutual funds and other investment products — directly comparable equity broking and emerging wealth platform competitor.

Emerging players

• Smallcase: Thematic investing platform offering model portfolios of stocks and ETFs — adjacent competitor targeting digitally native retail investors with differentiated investment products.

Market position

Customer concentration

• Xx.com/orowealth
• Facebookfacebook.com/orowealth
• LinkedInlinkedin.com/company/oro-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds4 records

Investors8 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ORO Wealth