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Overview

Independent financial advisers providing wealth management services.

Founded

2009

Deals ยท 12mo

0

Stage focus

Series B

Geographic focus

India

Sector focus

Financial Services
Professional Services

Investment portfolio

4rounds
NAMEDATESIZE
Art of Time
Oct 2025Participated
$20 MSeries B
Emoha Elder Care
Aug 2025Participated
$6 MSeries B
Nazara Technologies
Jan 2024Participated
$30 MOther Equity
CredAble
Oct 2021Led
$30 MSeries B
Art of Time
Oct 2025Participated
$20 MSeries B
Emoha Elder Care
Aug 2025Participated
$6 MSeries B
Nazara Technologies
Jan 2024Participated
$30 MOther Equity
CredAble
Oct 2021Led
$30 MSeries B
4
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Deal Distribution

Plutus Wealth Management: 4 funding rounds are recorded in the selected participation categories.All available history.
Plutus Wealth Management: 4 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B12
Other Equity01

Monthly Deal Activity

Plutus Wealth Management: 4 deals are recorded across 61 months.All available history.
Plutus Wealth Management: 4 deals are recorded across 61 months. All available history
MonthDeals
Oct '211
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '241
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '251
Sep '250
Oct '251
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Plutus Wealth Management: Networks, Cloud & Communication is the largest displayed sector by deal count (1 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Plutus Wealth Management: Networks, Cloud & Communication is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Networks, Cloud & Communication1
Fintech1
Enterprise Software1
Health & Life Sciences1
E-Commerce & Retail1
Gaming & eSports1

Deal Size Distribution

Plutus Wealth Management: 4 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Plutus Wealth Management: 4 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M1
$25M-$50M2
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Plutus Wealth Management: India has the largest recorded deal count among the displayed regions (4 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Plutus Wealth Management: India has the largest recorded deal count among the displayed regions (4 deals). All available history
RegionDeals
India4
Plutus Wealth Management: 8 co-investors are shown, with Chartered Finance sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Plutus Wealth Management: 8 co-investors are shown, with Chartered Finance sharing 1 recorded deals. All available history
Co-investorShared deals
Chartered Finance1
Cork Products1
Founder Collective1
ICICI Securities1
Kamath Associates1
Keymarrisa Realtors Private Limited1
NKSquared1
OAKS Asset Management1

Investment Strategy

Plutus Wealth Management: Led accounts for 25% and participating for 75% of round participation.All available history.
Plutus Wealth Management: Led accounts for 25% and participating for 75% of round participation. All available history
CategoryDeals (count)Share (%)
Led125%
Participating375%
Plutus Wealth Management: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Plutus Wealth Management: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

Andrew Richards

Founding Partner

Mark Croxford

Founding Partner

Ross Yiend

Founding Partner