CorpCare

What CorpCare does

CorpCare is an India-based, SEBI-registered investment adviser (registration no. INA000018249, perpetual from July 21, 2023) operating an all-in-one corporate treasury and multi-family office platform. Founded in 2021 and headquartered in Mumbai, the company serves corporates, family offices, high net worth individuals, startups, trusts, foundations, and asset management companies. Its primary customer segments are corporate treasury teams and family offices, supported through a consultative, sales-led model that pairs digital self-service tooling with personalized expert advisory rather than pure self-serve execution.

The product portfolio is built around a unified web-based platform that consolidates access to mutual funds, corporate fixed deposits, bonds (NCDs, MLDs, tax-free bonds, PSU bonds, commercial paper), and PMS/AIF via the Athena vertical. Supporting services include wealth management, treasury solutions and surplus management, SEBI-registered investment advisory, lending solutions (project, structured, working capital, equipment/CV, promoter funding), bond desk and fixed income trading, and a corporate treasury training module. The technology stack is a web-based investment platform with proprietary portfolio analytics, dashboards, and real-time risk monitoring. No APIs, SDKs, patents, or AI/ML capabilities are disclosed; the firm holds no proprietary technology IP beyond the platform itself and has passed VAPT security assessment via INDUSFACE.

CorpCare generates revenue through multiple streams: advisory fees on direct-plan mutual fund advisory accounts (subscription/recurring), distribution commissions on regular-plan mutual fund transactions, transaction-based revenue on bond placements (zero brokerage to clients implies spread economics), subscription-based wealth management advisory, and professional services fees for lending facilitation. Distribution partnerships with 40+ mutual fund houses (HDFC, ICICI Prudential, Kotak, SBI, Axis, Nippon, Bajaj Finserv, Mahindra Finance, Equitas), AVENDUS and Alternates for alternate investments, Scania Commercial Vehicles India for CV finance, and a diversified lender network underpin transaction flow. The firm operates from Mumbai with additional offices in Indore, Pune, and Bengaluru, and is privately held by its founding team with no disclosed institutional investors.

Name

CorpCare

Legal name

Corpcare Investment Advisory Private Limited

Website

https://corpcare.co.in

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

CorpCare is an India-based, SEBI-registered investment adviser operating an all-in-one corporate treasury and multi-family office platform. It serves corporates, family offices, HNWIs, trusts, startups, and AMCs with mutual funds, fixed deposits, bonds, PMS/AIF, and lending solutions.

Ownership category

akta.pro rank

Product category

Investment Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Loan Brokers (6163)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Family Office Technology & Data (Portfolio, Reporting, Cybersecurity) (FSAAADAN), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Corporate treasury management
• Investment advisory services
• Wealth management platform
• Fixed income solutions
• Alternative investments

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory Fee (Advisory Account Type): Fee-based advisory services for direct plans of mutual funds with an advisory fee structure
2. Distribution Commission (Distribution Account Type): Revenue from regular plans of mutual funds through distribution model
3. Bond Transaction Services: Zero brokerage to clients, no transaction charges, no management fees on bond transactions
4. Wealth Management Advisory: Professional wealth management and investment advisory services for high net worth individuals, family offices, and corporates
5. Lending Solutions Facilitation: Credit solutions and debt structuring services including project finance, structured finance, and working capital finance

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

CorpCare is an all-in-one corporate treasury and multi-family office platform that provides a single digital interface for investing in mutual funds, fixed deposits, corporate bonds, PMS, and AIFs. The company also delivers SEBI-registered investment advisory, wealth management, treasury and surplus management, and corporate lending/credit solutions for corporates, family offices, high net worth individuals, and startups in India.

Product overview

CorpCare operates as a comprehensive, all-in-one corporate treasury and multi-family office platform offering a unified digital platform integrated with multiple investment products and services. The core product portfolio includes Mutual Funds, Fixed Deposits, Bonds, and PMS/AIF (Athena) platforms accessible through a single interface. These are supported by professional services including Wealth Management, Treasury Solutions & Surplus Management, Investment Advisory Services, Lending Solutions, Fund Raise and Credit Solutions, Bond Desk & Fixed Income Solutions, Alternate Investments Solutions, Insights and Reports, and Wealth and Treasury Management. The company serves corporates, family offices, high net worth individuals, startups, trusts, endowments, and foundations through a research-driven, solution-first, product-agnostic approach with SEBI-registered investment advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Mutual Funds Platform A platform for exploring, comparing, and transacting in mutual funds across multiple asset management companies, offering portfolio analysis, top fund recommendations, real-time monitoring, and direct plan access for up to 1% higher returns.
• Fixed Deposits A platform for investing in corporate fixed deposits offering comparison tools, fixed deposit calculators, and online execution for individual investors with personalized guidance for institutions.
• Bonds Platform A platform for investing in corporate bonds including Non-Convertible Debentures, structured products, corporate FDs, and capital gain bonds, with features for exploring, comparing, and consulting with fixed income specialists.
• PMS/AIF (Athena) - Portfolio Management Services & Alternative Investment Funds A platform providing access to handpicked Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) across diverse portfolios, segments, sectors, themes, and strategies, suitable for corporate treasuries, family offices, and ultra high net worth individuals.
• Wealth Management Expert portfolio management solutions for corporates, family offices, high net worth individuals, and startups, offering personalized wealth management solutions, portfolio construction, asset allocation, and seamless execution through partnerships.
• Treasury Solutions & Surplus Management Treasury and surplus management services for corporates including cash flow management, fixed income instruments allocation, risk mitigation, and investment policy construction with advanced analytics and proprietary tools.
• Investment Advisory Service SEBI-registered investment advisory services providing consultation, portfolio customization with advanced analytics and research, and risk-focused portfolio reviews for various client segments.
• Lending Solutions Comprehensive credit solutions including project finance, real estate finance, structured finance, stressed funding, working capital finance, equipment and CV finance, margin trade funding, promoter funding, and renewable financing for corporates.
• CorpCare Training Financial education and training programs including the Corporate Treasury Training Module for clients and professionals.

Quantifiable outcome

• Get upto 1% higher returns with direct plans

Named customers1 record

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Scania Commercial Vehicles IndiacoreStrategic or Co-development PartnerStrategic partnership for Solutions Sales growth; CorpCare Investech provides financial solutions to remove financing barriers for Scania's customer base in mining, infrastructure, and transport sectors
• AVENDUScoreStrategic or Co-development PartnerStrategic partner for PMS/AIF offerings; provides institutional quality portfolio management services and alternative investment fund products
• AlternatescoreTechnology or IntegrationPlatform partner for providing cost-effective alternate investment offerings with transparent rating methodology

Scale indicators1 record

Recent moves3 records

Expansion highlights5 records

Direct peers

• Kuvera: India-based direct-mutual-fund investment platform offering curated funds, portfolio tracking, and tax tools. Directly comparable as a digital-first Indian investment platform serving retail and HNI segments with similar MF distribution economics.
• Scripbox: Indian online mutual fund investment and advisory platform offering curated fund recommendations, goal-based planning, and direct plans. Closely comparable in product focus (MF advisory + portfolio management) and India-only operating geography.
• Groww: One of India's largest retail investment platforms spanning mutual funds, stocks, FDs, and bonds. Comparable as a multi-product Indian investment platform, though far larger and broader in customer segment than CorpCare's HNI/family office focus.
• Entrust Family Office: India-based multi-family office providing investment advisory, wealth management, and succession planning for HNW families. Comparable to CorpCare's multi-family office value proposition and HNI/family office target segment.
• Validus Wealth: India-focused wealth advisory firm providing portfolio management, investment advisory, and family office services to HNW clients. Comparable in advisory-led model, India geography, and HNI/family office target market.
• Sanctum Wealth & Investment Advisors: India-based private wealth manager serving ultra-HNW individuals and families with portfolio management, investment advisory, and concierge services. Comparable in client segment (U/HNW, families) and service breadth (advisory + alternative investments).
• WealthDesk: India-based platform enabling access to portfolio management services (PMS) and alternative investment funds (AIFs) across multiple providers. Directly comparable to CorpCare's Athena PMS/AIF product line in serving corporate and family office segments.

Broad incumbents

• Kotak Wealth Management: Private banking and wealth management arm of Kotak Mahindra Bank serving HNW and ultra-HNW clients in India with portfolio advisory, fixed income, and alternative investments. Comparable as an incumbent India wealth manager overlapping with CorpCare's HNWI/corporate treasury segments.
• Waterfield Advisors: India-based multi-family office and wealth advisory firm providing investment advisory, estate planning, and family office services to ultra-HNW families. Comparable in multi-family office positioning and HNI target segment, though at a more established scale.
• IIFL Wealth (360 One): One of India's largest wealth management firms (formerly IIFL Wealth, now 360 One), offering comprehensive wealth advisory, PMS, AIFs, family office, and credit solutions. Comparable in offering breadth but at materially larger scale and broader client reach than CorpCare.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/corpcareindia
• LinkedInlinkedin.com/company/corpcareindia

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about CorpCare