When was FundExpert founded?

FundExpert was founded in 2016 and raised its 1st funding round 5 years after it was founded.

Where is FundExpert located?

FundExpert is headquartered in Bengaluru, India. It is registered at R-504,ROTUNDA BLDG.,BOMBAY SAMACHAR MARG, FORT,BOMBAY-23., NA, Maharashtra, India, 000000.

Which legal entities is FundExpert associated with?

FundExpert is associated with Gumption Labs Finserve Private Limited and 2 others.

How many employees does FundExpert have?

As of Aug 31, 2026, the latest employee count at FundExpert is 7.

Is FundExpert a funded company?

FundExpert is a funded company, having raised a total of $***** in its 1st and only funding round, a Angel round on May 01, 2021.

How much is FundExpert worth?

The last known valuation of FundExpert was $***** as of Sep 09, 2022.

When was the latest funding round of FundExpert?

FundExpert's latest funding was a $***** Angel round on May 01, 2021, with participation from 10 investors.

What is the annual revenue of FundExpert?

Annual revenue of FundExpert is less than ₹10 Cr as on Mar 31, 2025

Where does FundExpert rank among its competitors?

FundExpert ranks 8th amongst 93 active competitors, of which 21 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was Kristal AI, which secured $10M in Nov, 2022.

Who are the top competitors of FundExpert?

FundExpert's top competitors include Kristal AI, 5 nce and Tavaga. Among them, Kristal AI secured the most recent funding round in November, 2022.

FundExpert - 2026 Company Profile, Team, Funding, Competitors & Financials

FundExpert is an acquired company based in Bengaluru (India), founded in 2016 by Prashant Bhargava. It operates as an Automated mutual fund investing platform. FundExpert has raised $88.8K in funding, with last known valuation of $*****. The company has 93 active competitors, including 21 funded and 1 that has exited. Its top competitors include companies like Kristal AI, 5 nce and Tavaga.

Company Details

FundExpert is an online platform to invest in mutual funds. Investors can select mutual funds shortlisted by company's algorithm or start SIPs on the mutual funds of their choice. Offers SafeInvest - for safe tax-free returns, FlexiInvest - for pre-selected mutual fund investments, and RoboInvest - for investing in high return mutual funds selected by company's algorithm. Part of Gumption Labs which raised $50k from VilCap in Jan 2017.

Website: fundexpert.in
Social
Email ID: *****@fundexpert.in
Phone Number: +91 **********
Part Of
Registered Address: R-504,ROTUNDA BLDG.,BOMBAY SAMACHAR MARG, FORT,BOMBAY-23., NA, Maharashtra, India, 000000

Key Metrics

Founded Year

2016

Location

Bengaluru, India

Stage

Acquired

Total Funding

$88.8K in 1 round

Latest Funding Round

Angel, May 01, 2021, $*****

Last Known Valuation

$***** as on Sep 09, 2022

Investors

Jingen & 11 more

Ranked

8^th among 93 active competitors

Annual Revenue

0 - ₹10 Cr as on Mar 31, 2025

Employee Count

7 as on Aug 31, 2026

Similar Companies

Betterment & 760 more

Exit Details

Acquired by Kotak Neo (Sep 09, 2022)

View FundExpert's full profile

FundExpert is associated with 3 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count
KOTAK SECURITIES LIMITED CIN: U67120MH1994PTC079738 , India, Active	Jul 20, 1994	₹1,000+ Cr (As on Mar 31, 2024)	4793 (As on Apr 01, 2026)
Fundexpert Fintech Private Limited CIN: U65999KA2020PTC131586 , India, Active	Jan 14, 2020	0 - ₹10 Cr (As on Mar 31, 2025)	-
Gumption Labs Finserve Private Limited CIN: U72200RJ2009PTC028937 , India, Active	May 22, 2009	0 - ₹10 Cr (As on Mar 31, 2025)	-

FundExpert got acquired by Kotak Neo on Sep 09, 2022.

Click here to take a look at FundExpert's acquisition in detail

FundExpert has raised a total funding of $88.8K over 1 round. Its latest funding round was a Angel round on May 01, 2021 for $*****. 10 investors participated in its latest round. FundExpert has 2 institutional investors and 10 angel investors.

Here is the list of recent funding rounds of FundExpert:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 01, 2021	6088455	Angel	9817200	9194774	2632813	3756486

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View details of FundExpert's funding rounds and investors

The founders of FundExpert is Prashant Bhargava.

Here are the details of FundExpert's key team members:

Prashant Bhargava: Former Co-Founder of FundExpert.

FundExpert's Board of Directors

FundExpert's board has 2 active members. Amit Sharda and Anuraag Saboo are part of team.

Here is the list of FundExpert's board of directors:

Name	Type	Representing	Status	Duration
Amit Sharda	Team	-	Current	6y 7m
Anuraag Saboo	Team	-	Current	6y 7m

View details of FundExpert's Founder profiles and Board Members

FundExpert's employee count trend

FundExpert has 7 employees as of Aug 26. Here is FundExpert's employee count trend over the years:

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Top competitors of FundExpert include Kristal AI, 5 nce and Tavaga. Here is the list of Top 10 competitors of FundExpert, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Kristal AI 2016, Singapore (Singapore), Series A	AI-based asset management platform for individuals	$27M	Chiratae Ventures, Stride Ventures & 54 others	67/100
2nd	5 nce 2010, Mumbai (India), Seed	Provider of AI-powered investment and financial advisory services and related products	$6.28M	Mainspring Fund Services, Aspire Emerging Fund ... & 28 others	43/100
3rd	Tavaga 2015, Mumbai (India), Seed	Goal-based investment advisory and automated savings service provider	$162K	Tracxn Labs & 8 others	43/100
4th	Goalwise 2015, Delhi (India), Acqui-Hired	Goal-based investing platform	$1M	-	42/100
5th	Finpeg 2016, Mumbai (India), Seed	Wealth management platform	$279K	-	39/100
6th	MyFi 2023, Mumbai (India), Unfunded	AI powered financial assistant to manage wealth	-	-	39/100
7th	Fintooinvest 2004, Mumbai (India), Funding Raised	App-based investment and wealth aggregator platform	-	-	38/100
8th	FundExpert 2016, Bengaluru (India), Acquired	Automated mutual fund investing platform	$88.8K	Zone Startups India, Rise accelerator & 10 others	38/100
9th	Kredent Money 2011, Kolkata (India), Unfunded	App-based wealth management platform	-	-	37/100
10th	Qara 2014, Seoul (South Korea), Series A	AI-enabled robo advisory platform for wealth management	$3M	Naver, NXC & 4 others	37/100

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Founders (largest shareholder) own 71.48%, Funds own 1.81%, Enterprises own 0.98% and Angels own 2.45%. The net worth of FundExpert's founders is INR 13Cr as of Jan 30, 2018.

Shareholders Name	Post Round Holding %	Net worth	Cumulative Investment	Realised Returns	Unrealised Returns	Return Multiple
Founder	71.48%	13Cr	5225569	8008649	9210999	6898482
Fund	1.81%	33L	6	3	7	1
Enterprise	0.98%	17.9L	0	0	0	0
Angel	2.45%	44.7L	77	37	58	75
Other People	16.89%	3.07Cr	2303326	1923536	4311399	1562356
ESOP Pool	6.38%	1.16Cr	993991	182164	735622	384671
Total	100.00%	18.2Cr	2170972	9425862	1837071	7094703