Investsaathi Financial Services Private Limited
About Investsaathi Financial Services Private Limited
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Investsaathi Financial Services Private Limited is a private limited company based in Bangalore, Karnataka, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 15 October 2019 and has been in existence for over 7 years.
The company is registered with the Registrar of Companies (ROC), Bangalore, under CIN U67100KA2019PTC128772.
The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors Mehul Saraf and Ankit Jalan.
Its last annual general meeting (AGM) was held on 31 October 2024, and its latest financial statements are for the year ended 31 March 2024. The registered office is at 345/21 Second Floor 38th Cross 28th Main Jayanagar 9th Block, Bangalore, Karnataka, India – 560069.
As per the financials filed for FY 2024, the company reported a revenue of ₹50,322, a decline of 90% compared to the previous year. For the same year it recorded a net loss of ₹98,458 (net margin -195.7%) and EBITDA of -₹95,052 (EBITDA margin -188.9%). Revenue has declined at a compounded annual rate (CAGR) of 72% over three years.
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- Registered Address345/21 Second Floor 38th Cross 28th Main Jayanagar 9th Block, Bangalore, Karnataka, India – 560069
- IndustryFinancial Services, Diversified Financial Services
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
- One PDF report, delivered after checkout
Business Activity of Investsaathi Financial Services Private Limited
The main business activity of Investsaathi Financial Services is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
Business activity turnover details
Turnover share and past changes in activity are in the company report.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Financials of Investsaathi Financial Services Private Limited FY 2024 filings available
Investsaathi Financial Services Private Limited reported revenue of ₹50,322 (down 90% YoY) for FY 2024.
Compounded Annual Growth Rate (CAGR) of Investsaathi Financial Services Private Limited
Revenue has declined at a compounded annual rate (CAGR) of 72% over three years, including a 90% fall in the latest year. EBITDA fell 116% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.
Financial Statement Summary of Investsaathi Financial Services Private Limited
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|
| Profit and Loss Statement | |||||
| Revenue from Operations | •••• | •••• | •••• | •••• | •••• |
| Other Income | •••• | •••• | •••• | •••• | •••• |
| Total Revenue | •••• | •••• | •••• | •••• | •••• |
| Cost of Materials Consumed | •••• | •••• | •••• | •••• | •••• |
| Employee Benefit Expense | •••• | •••• | •••• | •••• | •••• |
| Finance Costs | •••• | •••• | •••• | •••• | •••• |
| Depreciation and Amortisation | •••• | •••• | •••• | •••• | •••• |
| Other Expenses | •••• | •••• | •••• | •••• | •••• |
| Total Expenses | •••• | •••• | •••• | •••• | •••• |
| EBITDA | -₹95,052 | •••• | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | -₹98,458 | •••• | •••• | •••• | •••• |
| Balance Sheet | |||||
| Share Capital | •••• | •••• | •••• | •••• | •••• |
| Reserves and Surplus | •••• | •••• | •••• | •••• | •••• |
| Net Worth (Total Equity) | •••• | •••• | •••• | •••• | •••• |
| Long-term Borrowings | •••• | •••• | •••• | •••• | •••• |
| Short-term Borrowings | •••• | •••• | •••• | •••• | •••• |
| Trade Payables | •••• | •••• | •••• | •••• | •••• |
| Total Liabilities | •••• | •••• | •••• | •••• | •••• |
| Fixed Assets | •••• | •••• | •••• | •••• | •••• |
| Investments | •••• | •••• | •••• | •••• | •••• |
| Inventories | •••• | •••• | •••• | •••• | •••• |
| Trade Receivables | •••• | •••• | •••• | •••• | •••• |
| Cash and Bank Balance | •••• | •••• | •••• | •••• | •••• |
| Total Assets | •••• | •••• | •••• | •••• | •••• |
Financial Ratios of Investsaathi Financial Services Private Limited
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | -188.9% | •••• | •••• | •••• | •••• |
| Net Profit Margin | -195.7% | •••• | •••• | •••• | •••• |
| Return on Equity (ROE) | •••• | •••• | •••• | •••• | •••• |
| Return on Capital Employed (ROCE) | •••• | •••• | •••• | •••• | •••• |
| Return on Assets (ROA) | •••• | •••• | •••• | •••• | •••• |
| Liquidity and Debt | |||||
| Current Ratio | •••• | •••• | •••• | •••• | •••• |
| Quick Ratio | •••• | •••• | •••• | •••• | •••• |
| Debt-to-Equity Ratio | •••• | •••• | •••• | •••• | •••• |
| Interest Coverage Ratio | •••• | •••• | •••• | •••• | •••• |
| Efficiency and Growth | |||||
| Asset Turnover | •••• | •••• | •••• | •••• | •••• |
| Receivable Days | •••• | •••• | •••• | •••• | •••• |
| Payable Days | •••• | •••• | •••• | •••• | •••• |
| Inventory Days | •••• | •••• | •••• | •••• | •••• |
| Revenue Growth | •••• | •••• | •••• | •••• | •••• |
| Net Profit Growth | •••• | •••• | •••• | •••• | •••• |
Paid data: the figures shown as dots are available after purchase of the company report. Figures as filed with the MCA in Form AOC-4. The full year-wise statements and ratios of Investsaathi Financial Services are in the company report.
Financial statements from FY 2020
Earlier years and trend charts are in the company report.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
Verified entity values are shown only after access is granted.
Peer Comparison of Investsaathi Financial Services Private Limited
Investsaathi Financial Services Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Other Financial Services). Net profit, margin and employee counts of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Fawkes Management Private Limited | ₹50,774 (FY 2025) | •••• | •••• | 3.0% | •••• | New Delhi, Delhi, India |
| Woda Prime Private Limited | ₹50,689 (FY 2020) | •••• | •••• | -77.0% | •••• | Kolkata, West Bengal, India |
| Mahalaxmi Asset Finance Private Limited | ₹50,548 (FY 2025) | •••• | •••• | 1.0% | •••• | Baramati, Maharashtra, India |
| Pratham Finserve Private Limited | ₹50,520 (FY 2020) | •••• | •••• | -56.0% | •••• | Navi Mumbai, Maharashtra, India |
| Harileela Investrade Private Limited | ₹50,494 (FY 2025) | •••• | •••• | -49.0% | •••• | Mumbai, Maharashtra, India |
| Investsaathi Financial Services Private Limited this company | ₹50,322 (FY 2024) | •••• | •••• | -90.0% | •••• | Bangalore, Karnataka, India |
| Seema Technics & Exports Private Limited | ₹50,250 (FY 2025) | •••• | •••• | -53.0% | •••• | Kolkata, West Bengal, India |
| Shrinkhla Buildcon Private Limited | ₹50,239 (FY 2025) | •••• | •••• | -35.0% | •••• | Delhi, India |
| Cyberx Private Limited | ₹50,180 (FY 2025) | •••• | •••• | -100.0% | •••• | Hyderabad, Telangana, India |
| CDR and Sons Private Limited | ₹50,000 (FY 2025) | •••• | •••• | •••• | Delhi, India | |
| Asis Living in Style Private Limited | ₹50,000 (FY 2025) | •••• | •••• | •••• | Mumbai, Maharashtra, India |
Peers are the five companies nearest above and the five nearest below Investsaathi Financial Services by revenue in the BFSI industry (Other Financial Services), from the latest filed financials of each company. Net profit, margin and employee counts of each peer are in the company report.
Auditor Details of Investsaathi Financial Services Private Limited
Investsaathi Financial Services Private Limited is audited by AKASH GADIYA & CO for the financial year 2020.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| AKASH GADIYA & CO | Locked | Locked | Locked |
Complete auditor history
Appointment and cessation dates and past auditor changes are in the company report.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
Verified entity values are shown only after access is granted.
Board of Directors of Investsaathi Financial Services Private Limited
Investsaathi Financial Services has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Mehul Saraf Also directs: Finsuggest Investment Advisors Private Limited | Director | 15 Oct 2019 | 6 Years 11 Months | Current |
| Ankit Jalan | Director | 15 Oct 2019 | 6 Years 11 Months | Current |
Ownership and Shareholding of Investsaathi Financial Services Private Limited
Shareholding and ownership data
Promoter, institutional, public and beneficial ownership figures are in the company report.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Charges & Borrowings of Investsaathi Financial Services Private Limited
Investsaathi Financial Services Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Investsaathi Financial Services Private Limited
Employment history and EPFO contributions of people linked to Investsaathi Financial Services.
Employee and EPFO history
Monthly headcount, contribution history and filing status are in the company report.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
Recent Activity on Investsaathi Financial Services Private Limited
Investsaathi Financial Services Private Limited has 2 board changes on record since 2019: 2 appointments. The latest: Ankit Jalan was appointed as Director on 15 Oct 2019.
Credit Ratings, Litigation & Regulatory Alerts for Investsaathi Financial Services Private Limited
Credit ratings, litigation, and regulatory alerts
Credit ratings, court records and regulatory alerts are in the company report.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
Verified entity values are shown only after access is granted.
MSME Payment Delays by Investsaathi Financial Services Private Limited
MSME payment history
Amounts due to small suppliers, the reasons given and MSME-1 filings are in the company report.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
Verified entity values are shown only after access is granted.
Subsidiaries & Group Companies of Investsaathi Financial Services Private Limited
Corporate group structure
Parent, subsidiary, associate and joint venture records with holdings are in the company report.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
Verified entity values are shown only after access is granted.
GST Compliance of Investsaathi Financial Services Private Limited
GST registrations and filing compliance
State-wise GST registrations, return filing status and HSN or SAC codes are in the company report.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
Verified entity values are shown only after access is granted.
MCA Filings & Documents of Investsaathi Financial Services Private Limited
MCA filings and documents
Filed forms, annual returns, financial statements and charge filings with their dates are in the company report.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Investsaathi Financial Services Private Limited
Investsaathi Financial Services is an active private limited company based in Bangalore, Karnataka, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 15 October 2019 (7+ years old) and is registered under CIN U67100KA2019PTC128772.
Investsaathi Financial Services reported revenue of ₹50,322 for FY 2024 (down 90% YoY).
Investsaathi Financial Services has 2 current directors:
- Mehul Saraf - Director
- Ankit Jalan - Director
Investsaathi Financial Services reported a net loss of ₹98,458 (net margin -195.7%) and EBITDA of -₹95,052 (EBITDA margin -188.9%) for FY 2024, as per its filed financial statements.
The compounded annual growth rate (CAGR) of the revenue of Investsaathi Financial Services is -72% over three years. In the latest year (FY 2024) revenue fell 90%. CAGR is the steady yearly rate that links the first and the last year.
The CIN (Corporate Identification Number) of Investsaathi Financial Services is U67100KA2019PTC128772. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Investsaathi Financial Services was incorporated on 15 October 2019, making it 7+ years old. It is registered with the Registrar of Companies, Bangalore.
The peers of Investsaathi Financial Services by revenue are Fawkes Management Private Limited, Woda Prime Private Limited, Mahalaxmi Asset Finance Private Limited, Pratham Finserve Private Limited, Harileela Investrade Private Limited and 5 more, all in the BFSI industry (Other Financial Services).
Ankit Jalan was appointed as Director on 15 Oct 2019. Mehul Saraf was appointed as Director on 15 Oct 2019.
The registered office of Investsaathi Financial Services is at 34521 Second Floor 38th Cross 28th Main Jayanagar 9th Block, Bangalore, Karnataka, India – 560069.
Investsaathi Financial Services has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh.