Shell and Pearl Wealth Managers Private Limited
About Shell and Pearl Wealth Managers Private Limited
Data last updated:
Shell and Pearl Wealth Managers Private Limited is a private limited company based in Pune, Maharashtra, India. It operates in the fund management segment of the financial services sector. It was incorporated on 14 August 2010 and has been in existence for over 16 years.
The company is registered with the Registrar of Companies (ROC), Pune, under CIN U67190PN2010PTC137118.
The company has an authorised share capital of ₹10 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors including Bhavna Sandip Kakade and Samrat Ashok Lad.
Its last annual general meeting (AGM) was held on 30 September 2019, and its latest financial statements are for the year ended 31 March 2019. The registered office is at 181 Narayan Peth Opp Lic Building, Pune, Maharashtra, India – 411030.
As per the financials filed for FY 2019, the company reported a revenue of ₹4.51 Lakh, a growth of 5% compared to the previous year. For the same year it recorded a net loss of ₹91,230 (net margin -20.2%) and EBITDA of -₹85,948 (EBITDA margin -19%). Revenue has grown at a compounded annual rate (CAGR) of 15% over three years.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Shell and Pearl Wealth Managers Private Limited's registered office is in Pune, Maharashtra. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered Address181 Narayan Peth Opp Lic Building, Pune, Maharashtra, India – 411030
- IndustryFinancial Services, Fund Management
To see the full contact details of Shell and Pearl Wealth Managers Private Limited, buy the company report.
- 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
Financials of Shell and Pearl Wealth Managers Private Limited
FY 2019 filings availableShell and Pearl Wealth Managers Private Limited reported revenue of ₹4.51 Lakh (up 5% YoY) for FY 2019.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 15% over three years, including 5% growth in the latest year. EBITDA fell 37% 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
| Metrics | FY 2018-19 | FY 2017-18 | FY 2016-17 | FY 2015-16 | FY 2014-15 |
|---|---|---|---|---|---|
| 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 | -₹85,948 | ||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | -₹91,230 | ||||
| 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 2018-19 | FY 2017-18 | FY 2016-17 | FY 2015-16 | FY 2014-15 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | -19% | ||||
| Net Profit Margin | -20.2% | ||||
| 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 Shell and Pearl Wealth Managers Private Limited, buy the company report.
Board of directors of Shell and Pearl Wealth Managers Private Limited
Shell and Pearl Wealth Managers has 5 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Bhavna Sandip Kakade | Director | 14 Aug 2010 | 16 Years 2 Months | Current |
| Poornima Pandey Also directs: Fintree Capital and Insurance Marketing Private Limited | Additional Director | 26 Oct 2016 | 10 Years 0 Months | Current |
| Sushila Shrikisan Bhutada | Additional Director | 26 Oct 2016 | 10 Years 0 Months | Current |
| Samrat Ashok Lad | Director | 14 Aug 2010 | 16 Years 2 Months | Current |
| Maya Ravindra Raybagkar | Director | 14 Aug 2010 | 16 Years 2 Months | Current |
Auditor
Shell and Pearl Wealth Managers Private Limited is audited by ABR & ASSOCIATES for the financial year 2016.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| ABR & ASSOCIATES | FY 2016 | 134222W |
Shareholding
The shareholding of Shell and Pearl Wealth Managers Private Limited is on record for FY 2016, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2016 |
|---|---|
| Promoters | |
| Domestic institutional investors (DII) | |
| Foreign institutional investors (FII) | |
| Public | |
| Others |
To see the full shareholding pattern of Shell and Pearl Wealth Managers Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Shell and Pearl Wealth Managers 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 Shell and Pearl Wealth Managers 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 Shell and Pearl Wealth Managers Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Shell and Pearl Wealth Managers Private Limited has 6 board changes on record since 2010: 5 appointments and 1 cessation. The latest: Poornima Pandey was appointed as Additional Director on 26 Oct 2016.
Frequently asked questions
Shell and Pearl Wealth Managers is an active private limited company based in Pune, Maharashtra, India. The company works in fund management, within the financial services industry. It was incorporated on 14 August 2010 (16+ years old) and is registered under CIN U67190PN2010PTC137118.
Shell and Pearl Wealth Managers has 5 current directors:
- Bhavna Sandip Kakade - Director
- Poornima Pandey - Additional Director
- Sushila Shrikisan Bhutada - Additional Director
- Samrat Ashok Lad - Director
- Maya Ravindra Raybagkar - Director
The latest financial statements of Shell and Pearl Wealth Managers on record with the MCA are for the year ended 31 March 2019. Its last annual general meeting was held on 30 September 2019. Year-wise statements from 2015 are in the company report.
The CIN (Corporate Identification Number) of Shell and Pearl Wealth Managers is U67190PN2010PTC137118. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Shell and Pearl Wealth Managers was incorporated on 14 August 2010, making it 16+ years old. It is registered with the Registrar of Companies, Pune.
Poornima Pandey was appointed as Additional Director on 26 Oct 2016. Sushila Shrikisan Bhutada was appointed as Additional Director on 26 Oct 2016. Pratibha Prakash Chobhe ceased to be Director on 15 Jun 2012. Shell and Pearl Wealth Managers has 6 board changes on record in total.
The registered office of Shell and Pearl Wealth Managers is at 181 Narayan Peth Opp Lic Building, Pune, Maharashtra, India – 411030.
Shell and Pearl Wealth Managers operates in the financial services industry, in the fund management segment.
The compliance status of Shell and Pearl Wealth Managers is compliant as of 30 September 2026. The company is actively filing with the Registrar of Companies.
Shell and Pearl Wealth Managers can be reached at its registered office: 181 Narayan Peth Opp Lic Building, Pune, Maharashtra, India – 411030.
Sample company reports
The same report you get when you buy one: financials, directors, ownership, deals, charges, legal cases, brands and filings, with the Excel workbook alongside.
