IFAST Financial India Private Limited
- Company typePrivate
- Founded2008
- HeadquartersMumbai, India
- Headcount51–100
- GTM typeB2C
- OfferingServices
IFAST Financial India Private Limited firmographics
Firmographics- Name
- IFAST Financial India Private Limited
- Legal name
- IFAST Financial India Private Limited
- Website
- https://ifastfinancial.co.in
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
IFAST Financial India Private Limited industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Corporate & Institutional Trust Services (FSAAANAB), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)
Keywords
Where IFAST Financial India Private Limited is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Markets served
IFAST Financial India Private Limited business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
IFAST Financial India Private Limited product offering
Product offeringCore offering
IFAST Financial India Private Limited provides financial advisory, transaction recording, portfolio valuation, and reporting services to clients. The firm supports investors with consolidated records of investment transactions and valuation of their portfolio holdings along with periodic reporting. Founded in 2008, the Mumbai-based firm operates as a private for-profit entity with 51–100 employees.
Differentiator
Problem solved
Functional benefit
Companies that use IFAST Financial India Private Limited
Customer profileIdeal customer profiles1 record
IFAST Financial India Private Limited technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
IFAST Financial India Private Limited partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights2 records
IFAST Financial India Private Limited competitors and assessment
Company assessmentBroad incumbents
- IIFL Wealth (360 ONE Wealth): One of India's largest private wealth managers, offering advisory, portfolio management, and family office services. A scaled incumbent that competes with IFAST India for the same HNW/UHNI wallet but at materially greater scale and brand recognition.
- Aditya Birla Capital: Diversified Indian financial services conglomerate with wealth advisory, asset management, and insurance offerings. Competes with IFAST India in the broader wealth and advisory space as a large, multi-product incumbent.
- Motilal Oswal Wealth Management: Wealth management arm of Motilal Oswal Group providing investment advisory and portfolio services to HNW clients across India. Operates in the same wealth advisory space as IFAST India but with the backing of a listed financial services group.
Regional players
- Geojit Financial Services: Kerala-headquartered Indian financial services firm offering investment advisory, portfolio management, and broking. Comparable on advisory-led model and portfolio services to retail/HNW clients, though with a regional concentration in South India.
- Karvy Wealth Management: India-headquartered wealth advisory firm offering portfolio management and financial planning services. Comparable on advisory + portfolio services, though it operates with a different geographic and segment concentration than IFAST India.
Direct peers
- Anand Rathi Wealth Services: Listed Indian wealth management firm providing private wealth, investment advisory, and portfolio management services to HNW and UHNI clients. Directly comparable on the wealth advisory + portfolio management value proposition IFAST India pursues.
- Trust Investment Advisors: Indian financial services and advisory group offering wealth advisory, PMS, and related services to retail and institutional clients. Operates in the same advisory + portfolio services space as IFAST India at comparable scale.
- Prudent Corporate Advisory Services: India-listed mutual fund and wealth advisory distributor headquartered in Ahmedabad with a national footprint of relationship managers. Comparable to IFAST India as a sub-scale-to-mid-scale Indian financial advisory firm offering portfolio and advisory services to retail and HNW clients.
- PhilipCapital India: India arm of Singapore-based PhilipCapital group offering wealth advisory, broking, and portfolio management services. Directly comparable to IFAST India given the cross-border parent, advisory-led model, and Mumbai-based financial advisory focus.
- NJ Wealth (Niranjan Jain Wealth Services): Indian mutual fund and bond distribution platform with a large network of partners serving retail and HNI investors. Comparable to IFAST India as a relationship-manager-driven Indian advisory firm offering portfolio and reporting capabilities.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
IFAST Financial India Private Limited social profiles
Digital presenceIFAST Financial India Private Limited financial estimates
Financial estimateRevenue estimate
Valuation estimate
IFAST Financial India Private Limited leadership team
Management profileNumber of profiles
Profiles1 record
IFAST Financial India Private Limited funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IFAST Financial India Private Limited M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IFAST Financial India Private Limited
What does IFAST Financial India Private Limited do?
IFAST Financial India Private Limited provides financial advisory, transaction recording, portfolio valuation, and reporting services to clients. The firm supports investors with consolidated records of investment transactions and valuation of their portfolio holdings along with periodic reporting. Founded in 2008, the Mumbai-based firm operates as a private for-profit entity with 51–100 employees.
Is IFAST Financial India Private Limited a public or private company?
IFAST Financial India Private Limited is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was IFAST Financial India Private Limited founded?
IFAST Financial India Private Limited was founded in 2008. It employs 51 to 100 people.
Where is IFAST Financial India Private Limited based?
IFAST Financial India Private Limited is headquartered in Mumbai, India, in the Asia region.
Who are IFAST Financial India Private Limited's main competitors?
Broad incumbents on record are IIFL Wealth (360 ONE Wealth), Aditya Birla Capital and Motilal Oswal Wealth Management. Regional players are Geojit Financial Services and Karvy Wealth Management. Direct peers are Anand Rathi Wealth Services, Trust Investment Advisors, Prudent Corporate Advisory Services, PhilipCapital India and NJ Wealth (Niranjan Jain Wealth Services).
Does IFAST Financial India Private Limited have an API?
No public API is recorded for IFAST Financial India Private Limited.
What industry is IFAST Financial India Private Limited in?
IFAST Financial India Private Limited's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.