Moneyview Ltd Company Summary

Moneyview Limited was incorporated as Whizdm Innovations Private Limited on August 11, 2014, as a private limited Company with the Registrar of Companies, Karnataka at Bangalore. Name of the Company was changed to Moneyview Private Limited dated May 22, 2025. Upon the conversion of Company into a Public Limited Company, a fresh Certificate of incorporation dated June 10, 2025 was issued by the Central Processing Center and the name was changed to Moneyview Limited.

The Company operate as a digital financial services platform to provide a suite of financial products to its users through a network of Financial Partners. The business functions as a two-sided network, connecting the users seeking financial products with banks, NBFCs, insurers, and other financial institutions offering such products. This platform is built on real time application programming interfaces (APIs), data intelligence and in house technology infrastructure.

In 2014, Puneet Agarwal and Sanjay Aggarwal founded the Company for creating a personalized, responsible, and frictionless financial services platform designed to meet the diverse needs of Middle India. Since inception, the business platform has evolved from a personal finance management application into a multi-product digital financial services platform. In 2017, Company launched personal loan products in partnership with lending institutions, scaled disbursals.

Over time, the Company has expanded across multiple product categories, including insurance, credit cards, digital gold, payments, and earned wage access. It scaled the operations, expanded assets under management and launched new products like insurance, home loan/loan against property, credit cards, digital gold, FD marketplace, BBPS and UPI in 2019. This is how the Company transitioned to a diversified, technology led financial services company.

New products launched in FY 2021 were insurance, home loan/ loan against property, credit cards, digital gold, FD marketplace, BBPS & UPI. The Company launched the Earned Wage Access (EWA) offering by acquiring Zeo Fin Technology Private Limited in September 2024. In 2025, Company has launched 8 new products, including earned wage access, home loans and loans against property, credit cards, health and auto insurance, digital gold, fixed deposit marketplace, UPI, and bill payments.

The Company has launched the IPO of 321,082,435 Equity shares of Rs 1 each and raised funds of 1091.6 crore. The size comprise a fresh issue of 220,588,235 Equity shares aggregating to Rs 750 crore and the offer for sale of 100,494,200 Equity shares aggregating to Rs 341.6 crore on September 28, 2026.