BP Wealth - About the company
BP Wealth is an unfunded company based in Mumbai (India), founded in 1997. It operates as a Wealth management company offering financial advice and equity expertise. BP Wealth has not raised any funding yet. The company has 32484 active competitors, including 526 funded and 2733 that have exited. Its top competitors include companies like Fidelity Investments, Barclays and Morgan Stanley.
Company Details
It is a wealth management company with over 70 years of proven equity expertise. They offer financial advice to help clients retire comfortably and achieve their lifestyle goals. They are backed by technology and driven by relationships and growth.
- Website
- bpwealth.com
- Social
- Email ID
- *****@bpwealth.com
- Phone Number
- +91 **********
- Registered Address
- CAMA BLDG 1 ST FLR24-26 DALAL STREET FORT, MUMBAI, Maharashtra, India, 400023
Key Metrics
Founded Year
1997
Location
Mumbai, India
Stage
Unfunded
Ranked
4637th among 32484 active competitors
Annual Revenue
₹50 - ₹100 Cr as on Mar 31, 2025
Employee Count
225 as on Sep 30, 2026
Investment & Acquisitions
Similar Companies
Legal entities associated with BP Wealth
BP Wealth is associated with 5 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
Fort Pangaea Global Opportunities Llp CIN: ACC-0621 , India, Active | Jul 17, 2023 | 0 - ₹10 Cr (As on Mar 31, 2025) | - | |
Fort Pangaea Investment Advisors Llp CIN: ACB-7916 , India, Active | Jun 29, 2023 | 0 - ₹10 Cr (As on Mar 31, 2025) | - | |
Fort Pangaea Advisory Llp CIN: ACB-1876 , India, Active | May 16, 2023 | 0 - ₹10 Cr (As on Mar 31, 2025) | - | |
BP WEALTH MANAGEMENT PRIVATE LIMITED CIN: U67190MH2005PTC154591 , India, Active | Jul 07, 2005 | ₹50 - ₹100 Cr (As on Mar 31, 2025) | - | |
BP EQUITIES PRIVATE LIMITED CIN: U67120MH1997PTC107392 , India, Active | Apr 17, 1997 | ₹50 - ₹100 Cr (As on Mar 31, 2025) | - |
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BP Wealth's funding and investors
BP Wealth has not raised any funding rounds yet.
BP Wealth's founders and board of directors
Founder? Claim ProfileBP Wealth's employee count trend
BP Wealth has 225 employees as of Sep 26. Here is BP Wealth's employee count trend over the years:
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BP Wealth's Competitors and alternates
Top competitors of BP Wealth include Fidelity Investments, Barclays and Morgan Stanley. Here is the list of Top 10 competitors of BP Wealth, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 82/100 | |
2nd | Barclays 1690, London (United Kingdom), Public | Provider of consumer, corporate, wealth and private banking services | - | 80/100 | |
3rd | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | $7.55M | 79/100 | |
4th |  Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 78/100 | |
5th | HSBC 1865, London (United Kingdom), Public | Provider of global banking, wealth management, and financial services solutions worldwide | - | 76/100 | |
6th | Financial services company specializing in insurance and asset management | - | 75/100 | ||
7th |  Lighthouse Canton 2014, Singapore (Singapore), Series C | Investment institution focused on wealth and asset management | $40M | 75/100 | |
8th |  Wells Fargo 1852, San Francisco (United States), Public | Provider of diverse financial services and online banking | - | 75/100 | |
9th | Diversified of wealth & asset management services | - | 75/100 | ||
10th | Vanguard 1976, Malvern (United States), Series B | Diversified investment management firm | $31.7M | 74/100 | |
4637th | Wealth management company offering financial advice and equity expertise | - | - | 29/100 |
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Financials of BP WealthFY 25 Available
BP EQUITIES PRIVATE LIMITED, the legal entity associated with BP Wealth, generated between ₹50 Cr and ₹100 Cr in revenue for the financial year ending on Mar 31, 2025. The revenue of BP EQUITIES PRIVATE LIMITED has a compounded annual growth rate (CAGR) of -32% in the last 1 year.
Financial Statement Summary
Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
Income Statement | |||||
Revenue | 2360 | 6642 | 4849 | 3563 | 6900 |
Total Sales | 1226 | 6339 | 5756 | 2836 | 1721 |
Total Expenses | 1719 | 5086 | 2827 | 1362 | 1719 |
Operating Expenses | 9679 | 4301 | 5444 | 9267 | 3150 |
Employee Expenses | 5468 | 9833 | 5397 | 9762 | 7382 |
Marketing Expenses | 1052 | 1241 | 7873 | 6947 | 5039 |
Operating Income (EBIT) | 2468 | 1021 | 7544 | 7502 | 7076 |
Interest Expenses | 9741 | 6675 | 5553 | 2729 | 2197 |
Expenses from other activities | 4172 | 7537 | 1005 | 1572 | 2331 |
Information Technology Expenses | 3155 | 7475 | 9499 | 8875 | 7388 |
EBITDA | 8321 | 3534 | 8737 | 2518 | 9344 |
Taxes | 4690 | 8231 | 2968 | 9580 | 3769 |
Net Profit | 6028 | 5176 | 5281 | 2581 | 8398 |
Balance Sheet | |||||
Assets | 5709 | 8462 | 2776 | 2806 | 8036 |
Cash Equivalent | 7730 | 3637 | 1614 | 6531 | 7152 |
Accounts Receivables | 9727 | 5345 | 4778 | 1266 | 5991 |
Inventory | 1691 | 9180 | 4410 | 5518 | 9354 |
Liabilities | 5462 | 7952 | 8301 | 3005 | 8109 |
Total Debt | 5195 | 9091 | 9367 | 6921 | 3863 |
Accounts Payable | 7924 | 1209 | 6993 | 6969 | 3561 |
Equities | 3522 | 8721 | 5271 | 3821 | 8484 |
Cashflow Statement | |||||
Cash from Operating activities | 8156 | 7809 | 5393 | 5284 | 8790 |
Cash from Investing activities | 1760 | 5890 | 6261 | 4003 | 8798 |
Net cash from Financing activities | 3539 | 1456 | 2916 | 6686 | 7530 |
Detailed Financials (Income Statement, Balance Sheet, Cashflow Statement)
BP Wealth's Investments and acquisitions
BP Wealth has a total of 1 investment in Vijya Fintech. BP Wealth has not made any acquisitions as of now.Reports related to BP Wealth
Here is the latest report on BP Wealth's sector:
News related to BP Wealth
•
Investment Tech Startup Algobulls Raises Funding From Venture Catalyst, OthersInc42•Dec 06, 2022•Venture Catalysts, AlgoBulls, BP Wealth, Fort and 3 others
•
Vijya Fintech Raises $1 Mn in Angel RoundViestories•Nov 18, 2022•Vijya Fintech, BP Wealth, Narola, G K Globas
•
Surat-based Vijya Fintech Raises $1 Mn in its Angel Round Led By Multiple Large Strategic InvestorsIndianWeb2•Nov 17, 2022•Vijya Fintech, BP Wealth, Narola, G K Globas
•
Broking Firm BP Wealth launches its B2C retail offering 'Stoxbox,' India's first subscription-based retail brokerage appAsian News International•May 16, 2022•BP Wealth
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