Tulsi Wealth Pvt Ltd

What Tulsi Wealth Pvt Ltd does

Tulsi Wealth Pvt Ltd (legal entity: Tulsi Finserve Pvt Ltd) is a New Delhi-based, privately held financial services distribution and advisory firm founded in 2020 (per firmographics) and operating with 11–50 employees from a single headquarters in Janak Puri. The company distributes a broad catalogue of Indian investment products to retail investors, including equity and derivative trading on NSE/BSE via integrated brokerage platforms (Motilal Oswal, Zerodha), mutual funds (with SIP/STP facilities), insurance (health, life, general), fixed deposits and corporate bonds, currency and commodity trading, tax-saving instruments (ELSS, ULIP), and premium offerings such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), REITs, IPO/NFO subscriptions, and unlisted/pre-IPO shares. It also runs an NRI Corner for cross-border Indian investors. Stated scale is 1,000+ managed investment portfolios and 5,000+ client projects delivered, with multi-decade client relationships documented in testimonials.

The underlying technology is a thin distribution layer over third-party infrastructure: a web portal at tulsiwealth.com, native iOS and Android applications, integrations with brokerage APIs/portals (Motilal Oswal, Zerodha Kite/Coin/Varsity), a Mastertrust back-office for mutual fund operations, CVL KRA for KYC validation, and a suite of eight deterministic financial planning calculators (SIP, retirement, income tax, house, education, marriage, vacation, delay cost). There is no proprietary trading, portfolio management, or risk engine — execution and custody sit with partner brokers and AMCs.

The business model is transaction- and commission-based. Revenue streams include brokerage commissions on equity/derivatives/commodity/currency trades, trail commissions from mutual fund distribution (across 7+ AMC partnerships including SBI, Edelweiss, HSBC, Invesco, Groww, Zerodha, Choice), insurance distribution commissions, fees from PMS/AIF advisory, and general investment consultation fees. Go-to-market is sales-led and relationship-driven: dedicated advisors close individual clients through direct consultation, supplemented by a top-of-funnel content engine (blog, YouTube, IPO/NFO coverage, calculators) and bottom-of-funnel referrals from long-tenured clients. Customer segments are individual retail investors (primary), NRIs, insurance seekers, and HNI clients seeking alternative investments; there are no disclosed enterprise or institutional clients.

Name

Tulsi Wealth Pvt Ltd

Legal name

Tulsi Finserve Pvt Ltd

Website

https://tulsiwealth.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Tulsi Wealth (Tulsi Finserve Pvt Ltd) is a New Delhi-based retail financial advisory and product distribution firm serving individual Indian investors with mutual funds, equity trading, insurance, PMS/AIF, and unlisted shares via integrated brokerage and back-office platforms.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Mutual fund distribution
• Equity trading services
• Investment advisory
• Wealth management
• Financial planning

Headquarters

HQ city

New Delhi

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Brokerage and Trading Services: Earns brokerage commissions on equity trading, futures and options, and commodity trading executed through integrated broker platforms
2. Mutual Fund Distribution: Generates trail commissions from distribution of mutual fund products including SIPs, lump sum investments, and systematic transfer plans
3. Insurance Distribution: Commissions from sale of insurance products including health, life, and general insurance
4. Advisory and Consultation Services: Revenue from personalized financial advisory, portfolio management services (PMS), and investment planning consultations
5. Alternative Investment Distribution: Distribution of AIF, REITs, and other premium investment products with associated advisory fees

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Tulsi Wealth (Tulsi Finserve Pvt Ltd) is a Delhi-based financial advisory and distribution firm that distributes and advises on a broad suite of investment products to individual investors. Core offerings include equity trading, mutual fund distribution (including SIP and STP), insurance products, fixed deposits and corporate bonds, portfolio management services (PMS), currency and commodity trading, REITs, AIFs, IPO/NFO subscriptions, unlisted shares, ELSS, and ULIP products. Advisory is delivered through dedicated relationship managers, a mobile application on Android and iOS, and integrations with brokerage partners Motilal Oswal, Zerodha, and Mastertrust.

Product overview

Tulsi Finserve (Tulsi Wealth) operates as a comprehensive financial services platform offering a diversified portfolio of investment products. The core offerings include equity trading, mutual funds with SIP and STP facilities, insurance services, and fixed-income products (FDs & bonds). The platform also provides specialized investment vehicles such as Portfolio Management Services (PMS), REITs, AIFs, and tax-saving instruments including ELSS and ULIP. Additional services encompass currency and commodity trading, IPO/NFO investments, and unlisted shares. The platform is accessible via a mobile application on Google Play and iOS. The product ecosystem is complemented by financial planning tools including retirement planning, education planning, marriage planning, vacation planning, house planning, SIP performance tracking, income tax, and delay cost calculators. The platform integrates with Motilal Oswal for trading, Mastertrust for back office operations, and CVL KRA for KYC verification, serving over 1000 investment portfolios.

Differentiator

Problem solved

Functional benefit

Products and services

• Equity Trading Stock trading services allowing investors to buy and sell publicly listed equities on major Indian exchanges (NSE, BSE) through integrated brokerage platforms. Targeted at individual retail investors.
• Mutual Funds Investment planning and distribution of mutual fund schemes across equity, debt, and hybrid categories from multiple AMC partners for individual investors.
• SIP (Systematic Investment Plan) Systematic investment plan allowing regular periodic investments in mutual funds with rupee cost averaging benefits. Includes bundled free insurance option.
• STP (Systematic Transfer Plan) Systematic transfer plan enabling automated fund transfers between mutual fund schemes at regular intervals.
• Insurance Services Distribution of insurance products including health, life, and general insurance solutions for individuals and families.
• FDs and Bonds Fixed deposits and corporate bonds offering secure fixed-income investment options with guaranteed returns.
• Portfolio Management Services (PMS) Professional portfolio management services providing customized investment strategies and active portfolio handling for investors.
• Currency Trading Foreign exchange and currency trading services for investors seeking exposure to forex markets.
• Commodity Trading Trading services for commodity futures including metals, energy, and agricultural products.
• Real Estate Investment Trust (REIT) Investment opportunities in REITs providing exposure to commercial real estate with regular income distributions.
• Alternative Investment Funds (AIF) Alternative investment fund offerings including private equity, hedge funds, and other non-traditional asset classes for sophisticated investors.
• ELSS (Equity Linked Savings Scheme) Tax-saving equity mutual fund with lock-in period providing Section 80C deductions for individual investors.
• ULIP (Unit Linked Insurance Plan) Investment-cum-insurance product combining life insurance with market-linked investment returns.
• IPO and NFO Investment Initial Public Offering and New Fund Offer investment services for subscribing to newly listed securities and mutual fund NFOs.
• Unlisted Shares Pre-IPO and unlisted share investment opportunities for accessing private market securities for high net worth investors.
• Pure Investment Solutions Focused investment solutions targeting specific financial goals with streamlined portfolio options.
• Goal-Based Investment Planning Goal-based investment planning services helping investors align portfolios with specific financial objectives such as retirement, education, marriage, house, and vacation.
• NRI Corner Specialized financial services for Non-Resident Indians including investment accounts, forex trading, and international portfolio management.

Quantifiable outcome

• 1000+ investment portfolios managed
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature1 record

Partnerships

Six partnerships are on record, tiered core, supporting and minor.

• Motilal OswalcoreTechnology or IntegrationIntegrated brokerage platform partner providing trading infrastructure, research tools, and market overview capabilities. Clients access Motilal Oswal's trading platform through Tulsi Wealth for equity trading and investment services.
• ZerodhacoreTechnology or IntegrationDiscount brokerage platform integration offering low-cost trading services, Kite trading platform, Coin mutual fund platform, and Varsity investor education resources.
• MastertrustsupportingTechnology or IntegrationBack office platform integration for mutual fund operations, transaction processing, and portfolio tracking services.
• CVL KRA / KRAs (CAMS, NSDL, NSE)supportingTechnology or IntegrationKYC registration and verification service providers enabling compliant onboarding of investors per SEBI regulations.
• Various Mutual Fund HousescoreChannel Partner/ Reseller/ DistributorDistribution partnerships with mutual fund companies including SBI Mutual Fund, Edelweiss Mutual Fund, HSBC Mutual Fund, Invesco, Groww Mutual Fund, Zerodha Mutual Fund, and Choice Mutual Fund for product distribution.
• Chahar TechnologiesminorImplementation/ SI/ Consulting PartnerWebsite design and technical development partner responsible for the company's web platform and digital infrastructure.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC4Q9YrEtsqOkuXIRkDc35Fg
• Facebookfacebook.com/tulsiwealth
• Instagraminstagram.com/tulsi_wealth
• Pinterestin.pinterest.com/tulsi_wealth
• LinkedInlinkedin.com/company/tulsiwealthPvtltd

Revenue estimate

Valuation estimate

Number of profiles

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 Tulsi Wealth Pvt Ltd