Key Metrics
  • No. of Employees228
  • Founded Year 2021
  • Company StagePrivate Limited Company
  • Total Funding₹39.58 Cr
  • Industry

  • Headquarter
  • Company StatusActive
About BankSathi

A new edge digital advisory platform that enables financial advisers to develop their digital presence and begin selling financial goods online. They offer 50+ effortless, fast and DIY online financial products from top brands that offer the best financial services where customers can compare and buy the best products with ease.



Business Model

Fintech startup BankSathi uses priority algorithms to recommend financial products to advisors based on the customer’s profile and past transactions. It allows advisors to register themselves on the platform and trains them about financial products. Advisors then upload their lead’s details in the app and sell financial products to customers. Its financial advisors include insurance agents, CAs, financial analysts, retired bankers et al.

Top Competitors
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SmestU65100MH2018PTC311416
KO
KoshexU65100KA2018PTC116407
BO
BondsindiaU67100DL2020PTC361690
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Stable MoneyU74999KA2022PTC167343
BankSathi Funding Details
Funding Highlights
Latest Funding RoundConvertible Debt
Total Funding Raised₹39.58 Cr
No. of Investments Made0
Total No. of Acquisitions0
Lead Investors1
Investors
  • Kotak Securities Ltd
BankSathi Financial Details
Financial Highlights
FY 2023-24 Revenue₹17.87 Cr
FY 2023-24 Expenses₹25.17 Cr
FY 2023-24 Profit/Loss-₹7.29 Cr
Net Cash Flow From OperationsUndisclosed
BankSathi Key People
People Metrics
Current Core Team2
Board Members/Directors2

Core Team

JD
Jitendra DhakaCo-Founder & CEO
SK
Sandeep KalerCo-Founder & CTO

Board Members/Directors

PG
POONAM GODARADirector
JS
JITENDRA SINGHDirector
BankSathi Documents

AY - 2021-22

Profit and Loss statement - BankSathi - 2021-22.pdf
TheKredible's experts has summarized the Profit and Loss Statement of BankSathi for FY 2021-22.
₹249.00 ₹498.00
Balance Sheet - BankSathi - 2021-22.pdf
TheKredible's experts has summarized the Balance Sheet of BankSathi for FY 2021-22.
₹249.00 ₹498.00

AY - 2022-23

Profit and Loss statement - BankSathi - 2022-23.pdf
TheKredible's experts has summarized the Profit and Loss Statement of BankSathi for FY 2022-23.
₹249.00 ₹498.00
Balance Sheet - BankSathi - 2022-23.pdf
TheKredible's experts has summarized the Balance Sheet of BankSathi for FY 2022-23.
₹249.00 ₹498.00

AY - 2023-24

Profit and loss statement - BankSathi - 2023-24.pdf
TheKredible's experts has summarized the Profit and Loss Statement of BankSathi for FY 2023-24
₹249.00 ₹498.00
Balance sheet - BankSathi - 2023-24.pdf
TheKredible's experts has summarized the Balance Sheet of BankSathi for FY 2023-24
₹249.00 ₹498.00

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