What we do Sumedha Fiscal Services Ltd is a leading financial services company offering investment banking, capital market, and wealth management solutions, including debt syndication and mutual fund distribution. |
Founded in 1,989 |
Market share Prominent player with a strong presence across eight major Indian cities and a leading mutual fund distributor affiliated with top AMCs. |
Problem solved Addresses stressed asset resolution, financial restructuring, and challenges in capital raising and investment management faced by companies and investors. |
Top clients or who we serve Serves corporations needing investment banking and restructuring services, individual investors, and asset management companies; operates B2B and B2C. |
Key management - |
Our journey and innovations Started in 1989, upgraded to Category I Merchant Banker, expanded nationally, merged with CRIL for synergy, and entered Alternative Investment Funds through LLP in 2025. |
Where we operate India with offices in Kolkata, Bangalore, Guwahati, Mumbai, Jaipur, Chennai, Ahmedabad, Delhi and Hyderabad. |
Top products or what we offer Investment Banking, Debt Syndication, Mergers & Acquisitions, Mutual Funds Distribution via a digital platform, wealth and alternative investment management. |
Top brands - |
Raw materials needed - |
Raw materials supplier - |
Recurring vs cyclical contribution Revenues from advisory and fund distribution exhibit recurring traits with cyclical elements in capital market activities. |
Our industry position Well-established financial services firm with robust market standing in debt syndication and mutual fund distribution sectors. |
Financial highlights FY 2024-25 revenue Rs 105.42 crore; consolidated profit after tax Rs 7.28 crore; registered ~9.4% revenue growth year-over-year. |
Geographical revenue split Primarily Indian market with presence in eight major cities; no specific export revenues. |
Order book - |
Whats driving growth Growth fueled by digital mutual fund platform, increasing demand for stressed asset resolution, and strategic expansion into alternative investments. |
Our future plans Focus on expanding Alternative Investment Fund activities via Urushya Wealth Management LLP to capture emerging investment opportunities. |
Our green promise Engaged in CSR initiatives emphasizing human, environmental, and community development with Rs 9.27 lakhs spent in 2024-25. |
Our people and values Committed workforce fostering a culture of ethics, compliance, and continuous professional development. |
Key challenges ahead Navigating market volatility, regulatory compliance, and maintaining growth in a competitive financial services landscape. |
Interesting facts Among the first Merchant Bankers in India moving from Category III to Category I; launched digital mutual fund platform enhancing accessibility. |
Risks and strategy Mitigates financial and operational risks through internal controls, diversified services, and strategic expansion into alternative investment domains. |
