Patil Wealth Private Limited
About Patil Wealth Private Limited
Data last updated:
Patil Wealth Private Limited is a private limited company based in Virar, Maharashtra, India. It operates in the financial auxiliary services segment of the financial services sector. It was incorporated on 12 October 2022.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67100MH2022PTC391997.
The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors Rupali Ajay Patil and Santosh Sudam Sutar.
Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at B – 303 Dadu Plaza Near C. M. Nagar Manvel Pada Road Virar (East), Maharashtra, India – 401305.
As per the financials filed for FY 2025, the company reported a revenue of ₹10.57 Lakh, a growth of 97% compared to the previous year. For the same year it recorded a net profit of ₹6.72 Lakh (net margin 63.6%) and EBITDA of ₹8.25 Lakh (EBITDA margin 78%).
Company details
Contact details
Patil Wealth Private Limited's registered office is in Virar, Maharashtra.
- Registered AddressB – 303 Dadu Plaza Near C. M. Nagar Manvel Pada Road Virar (East), Maharashtra, India – 401305
- IndustryFinancial Services, Auxiliary To Financial Intermediatory
- 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
Business activity
The main business activity of Patil Wealth is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of Patil Wealth Private Limited, buy the company report.
Financials of Patil Wealth Private Limited
FY 2025 filings availablePatil Wealth Private Limited reported revenue of ₹10.57 Lakh (up 97% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue rose 97% in the latest year. EBITDA rose 273% in the latest year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 |
|---|---|---|---|
| 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 | ₹8.25 Lakh | ||
| Profit Before Tax | |||
| Tax Expense | |||
| Net Profit (PAT) | ₹6.72 Lakh | ||
| 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
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 |
|---|---|---|---|
| Profitability | |||
| EBITDA Margin | 78% | ||
| Net Profit Margin | 63.6% | ||
| 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 | |||
To see the full financial statements and ratios of Patil Wealth Private Limited, buy the company report.
Board of directors of Patil Wealth Private Limited
Patil Wealth has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Rupali Ajay Patil | Director | 12 Oct 2022 | 4 Years 0 Months | Current |
| Santosh Sudam Sutar | Director | 12 Oct 2022 | 4 Years 0 Months | Current |
Peer comparison
Patil Wealth Private Limited is compared with the 10 companies closest to it by revenue in the same principal business activity (financial advisory, brokerage and consultancy services), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Wizmore Advisors Private Limited | ₹10.61 Lakh (FY 2024) | -50.0% | Kolkata, West Bengal, India | |||
| Myfinvest Financial Advisors Private Limited | ₹10.59 Lakh (FY 2025) | 25.0% | Pune, Maharashtra, India | |||
| Sap Shares & Securities Private Limited | ₹10.59 Lakh (FY 2016) | 10.0% | Indore, Madhya Pradesh, India | |||
| Majestic Fincaps Pvt Ltd | ₹10.58 Lakh (FY 2025) | 38.0% | Punjab, India | |||
| Chennai Corporate Financial Services Private Limited | ₹10.58 Lakh (FY 2025) | -61.0% | Chennai, Tamil Nadu, India | |||
| Patil Wealth Private Limitedthis company | ₹10.57 Lakh (FY 2025) | ₹6.72 Lakh | 63.6% | 97.0% | Virar, Maharashtra, India | |
| Yathartha Investment and Finance Private Limited | ₹10.57 Lakh (FY 2022) | -71.0% | Mumbai, Maharashtra, India | |||
| Xdirect Global Solution Private Limited | ₹10.56 Lakh (FY 2017) | -96.0% | Mumbai, Maharashtra, India | |||
| Saba Finstock Private Limited | ₹10.56 Lakh (FY 2025) | -7.0% | Ahmedabad, Gujarat, India | |||
| Plan Lives Private Limited | ₹10.55 Lakh (FY 2025) | -30.0% | Jaipur, Rajasthan, India | |||
| MSK Capital Ventures Private Limited | ₹10.54 Lakh (FY 2016) | Mumbai, Maharashtra, India |
To see the full peer comparison of Patil Wealth Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Patil Wealth Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Patil Wealth Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
No GST registration is on our record for Patil Wealth Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Patil Wealth Private Limited has 2 board changes on record since 2022: 2 appointments. The latest: Rupali Ajay Patil was appointed as Director on 12 Oct 2022.
Frequently asked questions
Patil Wealth is an active private limited company based in Virar, Maharashtra, India. The company works in auxiliary to financial intermediatory, within the financial services industry. It was incorporated on 12 October 2022 (4+ years old) and is registered under CIN U67100MH2022PTC391997.
Patil Wealth has 2 current directors:
- Rupali Ajay Patil - Director
- Santosh Sudam Sutar - Director
The latest financial statements of Patil Wealth on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from FY 2023 are in the company report.
The CIN (Corporate Identification Number) of Patil Wealth is U67100MH2022PTC391997. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Patil Wealth was incorporated on 12 October 2022, making it 4+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Patil Wealth by revenue are Wizmore Advisors Private Limited, Myfinvest Financial Advisors Private Limited, Sap Shares & Securities Private Limited, Majestic Fincaps Pvt Ltd, Chennai Corporate Financial Services Private Limited and 5 more, all in the same principal business activity (financial advisory, brokerage and consultancy services).
Rupali Ajay Patil was appointed as Director on 12 Oct 2022. Santosh Sudam Sutar was appointed as Director on 12 Oct 2022.
The registered office of Patil Wealth is at B – 303 Dadu Plaza Near C. M. Nagar Manvel Pada Road Virar East, Maharashtra, India – 401305.
Patil Wealth operates in the financial services industry, in the auxiliary to financial intermediatory segment.
Patil Wealth can be reached at its registered office: B – 303 Dadu Plaza Near C. M. Nagar Manvel Pada Road Virar East, Maharashtra, India – 401305.
Patil Wealth is registered under the jurisdiction of the Registrar of Companies (ROC), Mumbai.