PTIC INDIA
- Company typePrivate
- Founded2003
- HeadquartersNew Delhi, India
- Headcount51–100
- GTM typeB2C
- OfferingServices
PTIC INDIA firmographics
Firmographics- Name
- PTIC INDIA
- Legal name
- PTIC INDIA
- Website
- https://pticindia.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
PTIC INDIA industry classification
Industry- Product category
- Investment Distribution & Financial Planning
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Investment Management Advisory (RIA) (FSAEAAAB)
Keywords
Where PTIC INDIA is headquartered
LocationHeadquarters
- HQ city
- New Delhi
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
PTIC INDIA business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Trail Commission from AMCs: Receives trail commissions from Asset Management Companies on mutual fund investments made through the platform. Commission details disclosed to clients at time of investment. Company distributes only Regular Plans of Mutual Fund schemes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Mutual Fund Investment - No platform fees |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
PTIC INDIA product offering
Product offeringCore offering
PTIC INDIA is a financial services distribution platform that enables individual investors in India to invest in mutual fund schemes from 30+ Asset Management Companies through SIP and lumpsum modes, purchase life insurance (LIC, Aditya Birla Sun Life, Bajaj Allianz, Tata AIA) and general insurance (HDFC, Religare) products, and access goal-based financial planning calculators (retirement, child education, goal planner). The platform operates as an AMFI-registered Mutual Fund Distributor (ARN-3852) and earns trail commissions from AMCs on regular-plan investments, while offering free digital KYC, risk profiling, and self-serve transaction processing through its eCRMagic-powered website.
Product overview
PTIC INDIA operates as an online financial services distribution platform powered by the eCRMagic technology platform. The core offering is a unified investment platform enabling customers to invest in mutual funds through SIP or lump sum, purchase life and general insurance products, and access comprehensive financial planning tools. The product portfolio includes the eCRMagic Platform as the core technology infrastructure supporting: Mutual Fund Investment Services (fund discovery, recommendations, performance tracking across 40+ AMCs), SIP Investment Tools (SIP calculators, step-up, comparison, delay, and performance charting), Life Insurance Distribution (products from LIC, Aditya Birla, Bajaj Allianz, Tata AIA, and other insurers), General Insurance (health, motor, travel, personal accident), and an extensive suite of Financial Calculators (retirement planner, child education planner, goal planner, growth calculator, SIP calculator, FD calculator, RD calculator, EMI calculator, present value calculator, savings goal calculator). The platform also provides risk profiling tools to match investor profiles with suitable investment strategies.
Differentiator
Problem solved
Functional benefit
Products and services
- Mutual Fund Investment Services Online platform for investing in mutual fund schemes across equity, debt, hybrid, sectoral, index, and ELSS categories, including fund discovery, performance tracking, NFO access, recommended funds, and gainers/losers views. Targeted at individual retail investors in India.
- SIP Investment Services Systematic Investment Plan (SIP) services enabling disciplined, recurring mutual fund investments with step-up options, comparison, performance charting, and SWP performance tools. Targeted at individual retail investors building long-term wealth.
- Life Insurance Distribution
- General Insurance Distribution Distribution of general insurance products including health insurance (individual and family floater plans), personal accident, travel, and motor insurance from various providers. Targeted at individuals and families seeking non-life insurance coverage.
- Financial Planning Calculators Suite Comprehensive suite of interactive financial planning tools including SIP Calculator, Retirement Planner, Child Education Planner, Goal Planner, Growth Calculator, FD/RD Calculators, EMI Calculator, HLV Calculator, SIP Delay Calculator, Present Value Calculator, and Savings/Time-to-Goal calculators, enabling investors to estimate corpus requirements and plan systematic investments. Targeted at individual retail investors planning for retirement, children's education/marriage, and wealth creation.
- Risk Profile Analysis Questionnaire-based investor risk assessment tool that scores risk tolerance and recommends suitable mutual fund categories and investment strategies. Targeted at individual investors to align fund selection with their risk appetite.
- Corporate Deposits Corporate fixed deposit products offering fixed, reliable returns with flexible tenure options as a safe, steady investment alternative. Targeted at individual retail investors seeking capital-protected fixed-income options.
Companies that use PTIC INDIA
Customer profileSegments4 records
Ideal customer profiles2 records
PTIC INDIA technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
PTIC INDIA partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered core, major and strategic.
- HDFC Mutual FundcorePlatform facilitates investment in HDFC Mutual Fund schemes including HDFC Flexi Cap Fund with asset size of Rs. 101,822 Crores. Company distributes regular plans of HDFC schemes through online platform.
- ICICI Prudential Mutual FundcorePartnership for distributing ICICI Prudential schemes including BHARAT 22 ETF and BHARAT 22 FOF. Platform enables online investment in regular plans of ICICI Prudential mutual funds.
- Sundaram Mutual FundcoreDistribution partnership for Sundaram Large Cap Fund and other Sundaram schemes. Platform facilitates investment with minimum Rs. 100 in regular plans.
- Nippon India Mutual FundcorePartnership for distributing Nippon India schemes including BSE Sensex Next 30 ETF with minimum investment of Rs. 5000.
- Mirae Asset Mutual FundcoreDistribution of Mirae Asset BSE Midcap 150 Momentum 30 ETF and related schemes with NFO offerings.
- Axis Mutual FundcorePartnership for Axis Nifty50 Equal Weight Index Fund and other Axis schemes with Rs. 100 minimum investment.
- Motilal Oswal Mutual FundcoreDistribution of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund and related schemes.
- Tata Mutual FundcorePartnership for distributing Tata Multi Sector Passive FOF and other Tata schemes with Rs. 5000 minimum investment.
- Edelweiss Mutual FundcoreDistribution partnership for Edelweiss Nifty Metal ETF and other Edelweiss schemes.
- JM Financial Mutual FundcorePartnership for JM Multi Asset Allocation Fund distribution with Rs. 5000 minimum investment.
- Life Insurance Corporation of India (LIC)corePlatform provides access to 40+ LIC insurance products including endowment plans, term insurance, whole life policies, child plans, retirement solutions, ULIPs, and money back policies.
- Birla Sun Life Insurance (ABSLI)majorDistribution of Aditya Birla Sun Life Insurance products including protection, wealth, savings, child, and retirement plans.
- Bajaj Allianz Life InsurancemajorPartnership for Bajaj Allianz life insurance products including term plans, savings, child, and retirement solutions.
- Tata AIA Life InsurancemajorDistribution of Tata AIA Life Insurance products including protection, wealth, health, savings, child, and group insurance.
- FINTSO (Adapt Fintech Advisors Private Limited)strategicTechnology platform developer and owner of www.pticindia.com website and related services. FINTSO provides the eCRMagic platform infrastructure and digital investment capabilities.
- HDFC General InsurancemajorPartnership for distributing HDFC health insurance products including individual and family floater plans with various sum insured options.
- Religare Health InsurancemajorDistribution of Religare/Care health insurance plans for individuals and families with comprehensive coverage options.
Scale indicators2 records
Recent moves3 records
Expansion highlights5 records
PTIC INDIA competitors and assessment
Company assessmentDirect peers
- Groww: One of India's largest online mutual fund and stock investment platforms serving retail investors with direct MF plans, SIPs, and a broad financial product marketplace. Directly competes with PTIC INDIA in the Indian online mutual fund distribution and onboarding space.
- Scripbox: Goal-based mutual fund investment platform in India with curated recommendations, SIP management, and tax planning tools. Comparable to PTIC INDIA's risk-profiling, goal-based planning, and curated MF recommendations model.
- 5paisa: Discount brokerage and mutual fund platform offering trading and MF investments to Indian retail investors. Comparable to PTIC INDIA in self-serve digital MF onboarding and transaction processing.
- Zerodha (Coin): Zerodha's Coin platform offers direct mutual fund investments alongside India's largest retail brokerage. Comparable to PTIC INDIA as a self-serve retail MF distribution channel integrated with KYC and portfolio tracking.
- INDmoney: Indian wealth management and mutual fund platform offering direct plans, financial planning, US stocks, and personalized advisory. Closely comparable to PTIC INDIA's combination of MF distribution, financial calculators, and goal-based planning.
- Kuvera: Indian direct mutual fund platform offering fee-free direct plans, goal-based investing, financial planning tools, and tax harvesting. Comparable to PTIC INDIA in serving self-directed retail MF investors with planning-led experiences.
- Paisabazaar: PolicyBazaar group's financial product comparison and distribution platform for credit cards, loans, mutual funds, and insurance. Overlaps with PTIC INDIA's multi-product distribution model spanning mutual funds and insurance.
- ETMONEY: Times Group's personal finance platform offering mutual fund investments, financial planning, and insurance products for Indian consumers. Competes directly with PTIC INDIA in digital MF distribution and financial planning-led wealth advisory.
Broad incumbents
- FundsIndia (ICICI Securities): Long-standing Indian mutual fund distribution platform, now part of ICICI Securities. Competes with PTIC INDIA in retail MF advisory and distribution, with the scale advantage of a parent brokerage.
Others
- MFCentral (Registrar): Industry-wide Indian mutual fund operations platform for KYC, folio consolidation, and transactions. Indirectly comparable as the underlying digital infrastructure that complements MF distributors like PTIC INDIA.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
PTIC INDIA financial estimates
Financial estimateRevenue estimate
Valuation estimate
PTIC INDIA leadership team
Management profileNumber of profiles
Profiles2 records
PTIC INDIA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PTIC INDIA 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 PTIC INDIA
What does PTIC INDIA do?
PTIC INDIA is a financial services distribution platform that enables individual investors in India to invest in mutual fund schemes from 30+ Asset Management Companies through SIP and lumpsum modes, purchase life insurance (LIC, Aditya Birla Sun Life, Bajaj Allianz, Tata AIA) and general insurance (HDFC, Religare) products, and access goal-based financial planning calculators (retirement, child education, goal planner). The platform operates as an AMFI-registered Mutual Fund Distributor (ARN-3852) and earns trail commissions from AMCs on regular-plan investments, while offering free digital KYC, risk profiling, and self-serve transaction processing through its eCRMagic-powered website.
Is PTIC INDIA a public or private company?
PTIC INDIA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PTIC INDIA founded?
PTIC INDIA was founded in 2003. It employs 51 to 100 people.
Where is PTIC INDIA based?
PTIC INDIA is headquartered in New Delhi, India, in the Asia region.
How does PTIC INDIA make money?
One revenue line is on record: trail Commission from AMCs.
Who are PTIC INDIA's main competitors?
Direct peers on record are Groww, Scripbox, 5paisa, Zerodha (Coin), INDmoney, Kuvera, Paisabazaar and ETMONEY. FundsIndia (ICICI Securities) is listed as a broad incumbent. MFCentral (Registrar) is listed as an others.
Does PTIC INDIA have an API?
No public API is recorded for PTIC INDIA.
What industry is PTIC INDIA in?
PTIC INDIA's product category is Investment Distribution & Financial Planning. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.