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Radar · Financial Services in Surat

Best Financial Services Companies in Surat, India

The 40 best Financial Services companies in Surat, India in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Vijya Fintech.

40companies tracked
$2Mdisclosed funding
0unicorns
2have raised

Ranked: Best Financial Services companies in Surat

#CompanyRevenueDisclosed fundingStageFounderTech stackWeb popularityRecent signals
1NJ Group
Diversified conglomerate operating across multiple industries
$310M
FY2025
—UnfundedJigneshkumar Desai
Co-Founder
BootstrapNginxAmazon Web Services+15Top 1M—
2NJ Insurance Brokers
Insurance broker
$19M
FY2025
—UnfundedJigneshkumar Desai
Co-Founder
Ant DesignReactNginx+4Top 500k—
3PARIM FINSERV
Discount brokerage firm offering trading
$7M
FY2025
—UnfundedParesh Kakadia
Founder & CEO
———
4Focus Business Solution
Provider of debt collection services catered to banks and non-banking financial companies
$3M
FY2025
—Public—Windows ServerGoogle MapsMicrosoft ASP.NET+13Top 50M—
5Torque Insurance Brokers
Provider of general & life insurance services
$1M
FY2025
—DeadpooledRavindra Tyagi
Managing Director
———
6AUM
Insurance brokerage firm offering diversified products and solutions
$1M
FY2025
—UnfundedPC Khatri
Managing Director
WordPressMySQLPHP+19Top 50M—
7Turtle Wealth
Provider of financial portfolio assessment and investment advisory services
$831K
FY2025
—UnfundedHardik Gandhi
Co-Founder
WordPressMySQLPHP+35Top 5M—
8FinIdeas
Provider of wealth management services
$765K
FY2025
$134KSeedUdipth Talera
Co-Founder & Managing Director
WordPress Block EditorElementorWordPress+35Top 1M—
9Vijya Fintech
Provider of financial services for investment industry
37Growth top 23%News top 37%Talent top 38%Product top 49%
All 10 signals ▾
Growthtop 23%
Newstop 37%
Talenttop 38%
Producttop 49%
Moatbottom 47%
Fundingbottom 42%
Fin. healthbottom 42%
Techbottom 39%
Globalbottom 32%
Marketbottom 31%
Growth: Revenue +70% YoY · Fresh capital in last 24 mo
News: 3 BI events in 12 mo (of 15 tracked, 1 types) · Top themes: Funding
rank vs industry peers · Fliar Intelligence Index 37/100
$617K
FY2025
$2MSeedRajesh Soni
Co-Founder
BootstrapNginxSlick+5Top 10M4 job openings · 1 launch
10Artham Finserve
Provider of insurance solutions, investment advice, and stock market services to individuals and institutions
$545K
FY2025
—UnfundedDharmesh Mehta
Founder & Managing Director
WordPressMySQLPHP+13Top 50M—
11Mehta Wealth
Diversified asset management firm
$499K
FY2025
—UnfundedKrunal Mehta
CEO & Managing Director
WordPressMySQLPHP+17Top 50M—
12Finaccle
Provider of financial, accounting, and legal services
$495K
FY2025
—Unfunded—BootstrapCloudflare TurnstileHSTS+14Top 5M—
13Concept Investwell
Provider of investment advisory, portfolio management, and mutual fund services
$254K
FY2025
—Unfunded—PHPBootstrapLiteSpeed+16Top 10M—

Top 2 Financial Services companies in Surat

#1
Seed · Surat, Gujarat · founded 2022 · 17 employees
$1.9Mraised
▾

Provider of financial services for investment industry

Fliar Intelligence Index™ 37how this company ranks against its industry peers
Growth
top 23%
News
top 37%
Talent
top 38%
Product
top 49%
Moat
bottom 47%
Funding
bottom 42%
Growth: Revenue +70% YoY · Fresh capital in last 24 mo
News: 3 BI events in 12 mo (of 15 tracked, 1 types) · Top themes: Funding
Talent: 2 named leaders on record · 2 C-suite/founder profiles curated
Audience (LinkedIn): 3k LinkedIn followers — 4.6% of this cohort's audience
Hiring (LinkedIn): 4 hiring posts in 12 mo (public) · momentum +4 · hiring: Telecaller, Business Development Manager
Activity (LinkedIn): 1 product launches announced in 12 mo
Funding rounds
  • Oct 2025Seed$1.4M
  • Mar 2024Angel$844.4K
  • Oct 2022Angel$1M
  • Jul 2022Angel$63.4K
Founders & team
Rajesh SoniCo-FounderAakash BansalCo-Founder & CEO
Investors
Lemon Emerging Ventures, Veloce Fintech, Lemon Technologies, BP Wealth, Narola, Sagar Investments
Tech stack
Apache Http ServerBootstrapBootstrap IconsContact Form 7ElementorGodaddy
#2
Seed · Surat, Gujarat · founded 2002
$133.7Kraised
▾

Provider of wealth management services

LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers — 3.5% of this cohort's audience
Funding rounds
  • Oct 2021Seed$133.7K
Founders & team
Udipth TaleraCo-Founder & Managing DirectorGovind JhawarFounder
Investors
Lemon Fundz
Tech stack
AstraCdnjsCloudflareCloudflare Bot ManagementCloudflare Browser InsightsCookieyes

Funding & investor landscape

$2Mtotal disclosed funding
2companies funded
5disclosed rounds
0rounds last 90 days
Most active investors
AIC-Prestige1 rounds
BP Wealth1 rounds
Bank of America1 rounds
G K Globas1 rounds
Kleiner Perkins1 rounds
Lemon Emerging Ventures1 rounds
Lemon Fundz1 rounds
Lemon Technologies1 rounds
Narola1 rounds
Sagar Investments1 rounds

Notable founders

Rajesh Soni
Co-Founder · Vijya Fintech
Aakash Bansal
Co-Founder & CEO · Vijya Fintech
Udipth Talera
Co-Founder & Managing Director · FinIdeas
Govind Jhawar
Founder · FinIdeas
Prism market signals · India · country-scoped Prism corpus, 6,482,562 docs

Market landscape — 10 sub-themes by coverage

Share of Financial Services coverage by sub-theme.

Regulatory-risk over time rising

Funding & growth over time

funding rising · growth rising

Common questions

How many Financial Services companies are there in Surat, India?
Radar tracks 40 indexable Financial Services companies headquartered in Surat, India that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Surat, India?
The Financial Services companies in Surat, India on this list have raised a combined $2M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Financial Services company in Surat, India?
Vijya Fintech is the highest-funded Financial Services company in Surat, India, with $1.9M in disclosed equity funding.
How many Financial Services companies in Surat, India are funded?
2 of the 40 Financial Services companies in Surat, India on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Surat, India?
None of the Financial Services companies in Surat, India on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Surat, India Financial Services companies?
The most active investors in Surat, India Financial Services companies on this list include AIC-Prestige, BP Wealth, Bank of America, G K Globas, Kleiner Perkins.
Riya SenguptaFinancials

Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.

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