The wealth management platform, from Bengaluru, is getting ready to raise ₹120 crore (about $13.3 million) in a Series B funding round led by Vertex Ventures. This is its first big fundraising in over three and a half years. The round values Wint Wealth at around ₹700 crore ($80 million) after the money is added, which shows that investors are increasingly confident in D2C wealth platforms.
According to filings with the Registrar of Companies, Wint Wealth’s board has agreed to issue 94,047 Series B compulsory convertible preference shares at ₹12,804 each, allowing the company to raise ₹120 crore. Vertex Ventures will be the main investor with ₹77.52 crore, while Unitary Fund, Eight Roads Ventures, and 3one4 Capital will also participate with ₹18.7 crore, ₹13 crore, and ₹8.16 crore, respectively. Rainmatter, Zerodha’s incubation section, is also joining with a ₹3 crore investment.
After the funding, Vertex Ventures is expected to own 10.96% of Wint Wealth, while 3one4 Capital, Unitary Fund, Rainmatter, and ERVI Technology (part of Eight Roads Ventures) will own 8.54%, 8.32%, 2.55%, and 1.84%, respectively. The company might raise more money as part of the Series B, which could change its valuation and share distribution even more.
Wint Wealth was created to make fixed-income and other wealth products easier to access. It has been building a unique D2C business model in India’s fast-changing wealth management market. The platform lets retail investors invest in carefully chosen, asset-backed instruments, bridging the gap between traditional fixed deposits and riskier market products. This strategy fits well with current D2C trends for 2025, where transparency, predictable returns, and easy digital access are driving adoption.
The company plans to use the Series B funds for capital expenses, marketing, and general business purposes, which means it will focus more on building its brand, making its platform more scalable, and reaching more of India’s growing number of digitally savvy investors. While Wint Wealth hasn’t yet filed its financials for FY25, it reported ₹17.2 crore in operating revenue in FY24, with a loss of ₹18 crore, showing that it’s in a heavy investment phase focused on long-term growth.
Before this round, Wint Wealth had raised about $22 million (₹173 crore) from investors like Eight Roads Ventures, Zerodha, 3one4 Capital, and Unitary Fund. The startup was also reportedly in talks to raise up to $20 million as part of its Series B, indicating strong interest from institutional investors.
This deal is happening while India’s wealthtech and D2C fintech space is still seeing a lot of funding. Other recent D2C updates in India include large raises by platforms like Dezerv, Stable Money, Syfe, and Wealthy, which shows that investors are increasingly interested in consumer-facing financial platforms.
As India’s D2C market gets more mature, wealth management startups like Wint Wealth are becoming important in making finance more accessible and improving capital allocation. With new funds, well-known investors, and a clear plan for growth, Wint Wealth is in a good position to grow faster and play a bigger role in shaping the future of D2C wealth management in India.
