Jadepurple Investright Pvt Ltd
Jadepurple Investright Pvt Ltd is a Guwahati-based, founder-led wealth advisory firm (founded 2018) distributing mutual funds from 40+ AMCs, PMS, AIFs, insurance, and direct equity to retail and HNW clients, primarily in Northeast India.
- Company typePrivate
- Founded2018
- HeadquartersGuwahati, India
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Jadepurple Investright Pvt Ltd does
Jadepurple Investright Pvt Ltd is a Guwahati, Assam-headquartered wealth management and financial advisory firm founded in 2018 by Nasir Ahmed, operating as a multi-licence distribution platform targeting retail and high-net-worth individuals, primarily in Northeast India. The firm is an AMFI Registered Mutual Fund Distributor (ARN-143954), a SEBI Authorised Person (for PMS and AIF distribution), and an IRDA Composite Corporate Agent via its affiliate Jade Purple IMF LLP. Its product shelf spans mutual funds from 40+ AMCs, Portfolio Management Services, Alternative Investment Funds, insurance, loans, fixed and recurring deposits, and direct equity advisory.
The business runs an asset-light, relationship-driven advisory model with a 7-person team generating revenue primarily through trail commissions on mutual fund AUM, insurance brokerage, and advisory fees on PMS/AIF/Direct Equity mandates. Client onboarding and servicing are predominantly offline, supported by an online investor login portal (wealthelite.in) and a "Money and Investment" podcast that doubles as a financial literacy and brand-building channel. There are no disclosed funding rounds; the firm is founder-owned and self-funded.
The firm's competitive positioning rests on three regulated licences, multi-AMC access, and personal-trust advisory in an under-served regional market, rather than proprietary technology or scale. The principal forward question is whether the wealthelite.in platform and IRDA-enabled insurance vertical can translate boutique advisory relationships into a scalable, technology-augmented distribution business in a competitive Indian wealth landscape increasingly dominated by digital-first platforms.
Jadepurple Investright Pvt Ltd firmographics
Firmographics- Name
- Jadepurple Investright Pvt Ltd
- Legal name
- JadePurple InvestRight Pvt Ltd
- Website
- https://jadepurple.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Jadepurple Investright Pvt Ltd is a Guwahati-based, founder-led wealth advisory firm (founded 2018) distributing mutual funds from 40+ AMCs, PMS, AIFs, insurance, and direct equity to retail and HNW clients, primarily in Northeast India.
- Ownership category
- akta.pro rank
Jadepurple Investright Pvt Ltd industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where Jadepurple Investright Pvt Ltd is headquartered
LocationHeadquarters
- HQ city
- Guwahati
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
Jadepurple Investright Pvt Ltd business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Mutual Fund Distribution: The company acts as an AMFI Registered Mutual Fund Distributor (ARN-143954), earning commissions from distributing mutual fund products from over 40 asset management companies including SBI, HDFC, ICICI, Nippon, Kotak, Birla, Axis, UTI, DSP, Union, Tata, Bandhan, Franklin, PPFAS, and Sundaram. Revenue is generated through trail commissions and upfront commissions on mutual fund sales.
- PMS (Portfolio Management Services) Fees: The company offers Portfolio Management Services for high-net-worth individuals with minimum investment starting from ₹50 Lakhs. Fees are charged based on the customized portfolio management service provided.
- AIF (Alternate Investment Funds) Distribution: The company distributes Alternate Investment Funds including private equity, venture capital, hedge funds, real estate funds, and structured products. Minimum investment typically starts from ₹1 Crore. Revenue is generated through distribution fees.
- Insurance Distribution: The company offers insurance products including life insurance, health insurance, motor insurance, and general insurance. Revenue is generated through insurance distribution commissions.
- Loan Facilitation: The company facilitates personal loans, home loans, vehicle loans, and other loan products. Revenue may be generated through processing fees or referral commissions from partnered lending institutions.
- Direct Equity Advisory: The company provides advisory services for direct equity investments in publicly listed companies through stock exchanges. Revenue model likely includes advisory fees or transaction-based charges.
- Fixed Deposit/Recurring Deposit Distribution: The company facilitates Fixed Deposits and Recurring Deposits from partnered banks and financial institutions. Revenue generated through referral/distribution commissions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Mutual Fund SIP - Entry level investment starting at ₹500 |
| Other | Multi-year contract | PMS (Portfolio Management Services) - High net worth individual service |
| Other | Multi-year contract | AIF (Alternate Investment Funds) - Sophisticated investor product |
| Subscription | Annual | Insurance - Varies by plan and coverage |
| Other | Pay-as-you-go | FD/RD - Depends on bank/institution |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
Jadepurple Investright Pvt Ltd product offering
Product offeringCore offering
Jadepurple Investright Pvt Ltd is an AMFI-registered mutual fund distributor and SEBI-authorised wealth management firm offering a unified suite of financial products including mutual funds, portfolio management services (PMS), alternate investment funds (AIFs), insurance, loans, fixed/recurring deposits, and direct equity advisory. The firm provides personalized 1-on-1 financial advisory through dedicated relationship managers, with universal access to 40+ Indian Asset Management Companies including SBI, HDFC, ICICI, Nippon, Kotak, Birla, Axis, UTI, and others.
Product overview
JadePurple InvestRight offers a unified wealth management platform with seven distinct product categories covering the full spectrum of financial services: Mutual Funds (SIPs from ₹500), PMS for high-net-worth individuals (₹50 Lakhs+), AIFs for sophisticated investors (₹1 Crore+), Loans (personal, home, business, education), Insurance (life, health, motor), Fixed/Recurring Deposits, and Direct Equity. The company operates as an AMFI-registered mutual fund distributor and SEBI-authorized entity, providing universal access to 40+ Indian Asset Management Companies including SBI, HDFC, ICICI, Nippon, Kotak, Birla, Axis, UTI, DSP, Union, Tata, Bandhan, Franklin, PPFAS, and Sundaram.
Differentiator
Problem solved
Functional benefit
Products and services
- Mutual Fund
Companies that use Jadepurple Investright Pvt Ltd
Customer profileNamed customers16 records
Segments4 records
Ideal customer profiles3 records
Jadepurple Investright Pvt Ltd technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Jadepurple Investright Pvt Ltd partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core and minor.
- SBI Mutual FundcoreOne of India's largest public sector bank-backed asset management company. JadePurple distributes SBI MF products as an AMFI-registered distributor.
- HDFC Asset Management CompanycoreOne of India's largest mutual fund houses. JadePurple provides access to HDFC MF products through their distribution platform.
- ICICI Prudential Asset ManagementcoreLeading asset management company in India backed by ICICI Bank. JadePurple distributes ICICI MF products.
- Nippon India Mutual FundcoreFormerly Reliance Nippon Life Asset Management, one of India's largest mutual funds. JadePurple distributes Nippon MF products.
- Kotak Mahindra Asset ManagementcorePart of Kotak Mahindra Group, one of India's leading financial services conglomerate. JadePurple provides access to Kotak MF products.
- Aditya Birla Sun Life Asset ManagementcoreJoint venture between Aditya Birla Group and Sun Life Financial. JadePurple distributes Birla MF products.
- Axis Asset Management CompanycorePart of Axis Bank group, one of India's fastest growing banks. JadePurple distributes Axis MF products.
- UTI Asset Management CompanycoreOne of India's oldest and largest public sector mutual funds. JadePurple distributes UTI MF products.
- DSP Investment ManagerscorePart of DSP Group, one of India's oldest financial institutions. JadePurple distributes DSP MF products.
- Union Mutual FundminorPart of Union Bank of India group. JadePurple distributes Union MF products.
- Tata Mutual FundcorePart of Tata Group, one of India's most trusted conglomerates. JadePurple distributes Tata MF products.
- Bandhan Mutual FundminorPart of Bandhan Financial Services. JadePurple distributes Bandhan MF products.
- Franklin Templeton IndiacorePart of Franklin Templeton, global investment manager. JadePurple distributes Franklin MF products.
- PPFAS Asset Management (Parag Parikh)minorKnown for their value investing approach with overseas exposure. JadePurple distributes PPFAS MF products.
- Sundaram Mutual FundminorPart of Sundaram Finance Group. JadePurple distributes Sundaram MF products.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Jadepurple Investright Pvt Ltd competitors and assessment
Company assessmentEmerging players
- Groww: Major Indian retail investment platform offering direct mutual funds, equities, and now wealth advisory. Increasingly competes with traditional IFAs by enabling investors to bypass distributor commissions and access products directly.
- Kuvera: India-focused direct mutual fund investment platform that competes for the same retail/affluent advisory customers JadePurple serves. While Kuvera is technology-led and self-directed, it pressures JadePurple on the open-architecture value proposition that defines the firm.
- INDmoney: Indian wealth management super-app combining mutual fund distribution, stock investing, and financial advisory. Represents an emerging tech-enabled competitor targeting the same middle-class and mass-affluent investors JadePurple serves.
Broad incumbents
- HDFC Securities: Large Indian broking and distribution arm of HDFC Group offering mutual fund distribution, equity, and wealth services. Comparable product breadth but operates as a bank-affiliated incumbent with broader institutional infrastructure.
- ICICI Securities: Bank-affiliated full-service Indian broker-dealer offering mutual funds, PMS, insurance distribution, and wealth advisory across retail and institutional segments. Overlaps with JadePurple's product mix and target client base but at much greater scale.
- 360 One Wealth (formerly IIFL Wealth): Large Indian private wealth and alternate asset manager with comprehensive advisory, distribution, and PMS/AIF capabilities. Overlaps with JadePurple's PMS, AIF, and product-distribution activities as part of a much broader platform serving UHNW and institutional clients.
- Motilal Oswal Wealth Management: Diversified Indian financial services group providing wealth advisory, PMS, AIF, and mutual fund distribution alongside broking and asset management. Comparable in product breadth and HNW targeting, but operates as part of a larger, publicly-listed group.
Direct peers
- Anand Rathi Wealth: Listed Indian wealth advisory firm (NSE: ANANDRATHI) operating a similar open-architecture distribution model across mutual funds, PMS, AIFs, and structured products for retail and HNW clients. Directly comparable in product mix and target segments, though at significantly larger scale.
- ASK Wealth Advisors: Indian wealth management firm focused on PMS and structured advisory for HNW/UHNW clients, with both proprietary and third-party product access. Closely comparable to JadePurple's HNW segment and PMS/AIF offering, though with a national footprint.
- NJ Wealth: Indian mutual fund distribution and wealth advisory firm with a multi-city network of partners and access to products from 40+ AMCs. Highly analogous business model to JadePurple — open-architecture wealth advisory with relationship-led distribution.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks7 records
Key highlights7 records
Customer concentration
Jadepurple Investright Pvt Ltd social profiles
Digital presenceJadepurple Investright Pvt Ltd compliance and trust
Trust signalCompliance3 records
Jadepurple Investright Pvt Ltd financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jadepurple Investright Pvt Ltd leadership team
Management profileNumber of profiles
Profiles1 record
Jadepurple Investright Pvt Ltd funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jadepurple Investright Pvt Ltd 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 Jadepurple Investright Pvt Ltd
What does Jadepurple Investright Pvt Ltd do?
Jadepurple Investright Pvt Ltd is an AMFI-registered mutual fund distributor and SEBI-authorised wealth management firm offering a unified suite of financial products including mutual funds, portfolio management services (PMS), alternate investment funds (AIFs), insurance, loans, fixed/recurring deposits, and direct equity advisory. The firm provides personalized 1-on-1 financial advisory through dedicated relationship managers, with universal access to 40+ Indian Asset Management Companies including SBI, HDFC, ICICI, Nippon, Kotak, Birla, Axis, UTI, and others.
Is Jadepurple Investright Pvt Ltd a public or private company?
Jadepurple Investright Pvt Ltd is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Jadepurple Investright Pvt Ltd founded?
Jadepurple Investright Pvt Ltd was founded in 2018. It employs 1 to 10 people.
Where is Jadepurple Investright Pvt Ltd based?
Jadepurple Investright Pvt Ltd is headquartered in Guwahati, India, in the Asia region.
How does Jadepurple Investright Pvt Ltd make money?
Seven revenue lines are on record. Mutual Fund Distribution is the primary driver. The others are PMS (Portfolio Management Services) Fees, AIF (Alternate Investment Funds) Distribution, insurance Distribution, loan Facilitation, direct Equity Advisory and fixed Deposit/Recurring Deposit Distribution.
Who are Jadepurple Investright Pvt Ltd's main competitors?
Emerging players on record are Groww, Kuvera and INDmoney. Broad incumbents are HDFC Securities, ICICI Securities, 360 One Wealth (formerly IIFL Wealth) and Motilal Oswal Wealth Management. Direct peers are Anand Rathi Wealth, ASK Wealth Advisors and NJ Wealth.
Does Jadepurple Investright Pvt Ltd have an API?
No public API is recorded for Jadepurple Investright Pvt Ltd.
What industry is Jadepurple Investright Pvt Ltd in?
Jadepurple Investright Pvt Ltd's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.