U B Portfolio Services Private Limited
About U B Portfolio Services Private Limited
Data last updated:
U B Portfolio Services Private Limited is a private limited company based in New Delhi, Delhi, India. It operates in the investment and credit NBFC segment of the financial services sector. It was incorporated on 09 August 1995 and has been in existence for over 31 years.
The company is registered with the Registrar of Companies (ROC), Delhi, under CIN U65923DL1995PTC071555.
The company has an authorised share capital of ₹1.5 Cr and a paid-up capital of ₹1.28 Cr. It was formerly known as Aggarwal Portfolio Services Private Limited. It is led by directors including Mahima Jain and Bhagwat Prasad Bansal.
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 Flat No.4A 4th Floor Dmc Building Connaught Place, New Delhi, Delhi, India – 110001.
As per the financials filed for FY 2025, the company reported a revenue of ₹9.97 Lakh, a decline of 32% compared to the previous year. For the same year it recorded a net loss of ₹63.31 Lakh and EBITDA of -₹63.31 Lakh.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
CIN history
U B Portfolio Services has one previous CIN (Corporate Identification Number): U74899DL1995PTC071555. The current CIN is U65923DL1995PTC071555, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U65923DL1995PTC071555 | Current |
| U74899DL1995PTC071555 | Previous |
Contact details
U B Portfolio Services Private Limited's registered office is in New Delhi, Delhi. Its e-mail address is in the company report.
- Email
- Registered AddressFlat No.4A 4th Floor Dmc Building Connaught Place, New Delhi, Delhi, India – 110001
- IndustryFinancial Services, Investment & Credit NBFC, NBFC
To see the full contact details of U B Portfolio Services 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
Business activity
The main business activity of U B Portfolio Services is financial and insurance service. In detail, this covers fund management services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K6 | Fund Management Services |
To see the full business activity and turnover split of U B Portfolio Services Private Limited, buy the company report.
Financials of U B Portfolio Services Private Limited
FY 2025 filings availableU B Portfolio Services Private Limited reported revenue of ₹9.97 Lakh (down 32% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue fell 32% in the latest year. EBITDA fell 598% 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 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| 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 | -₹63.31 Lakh | ||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | -₹63.31 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 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | |||||
| Net Profit Margin | |||||
| 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 U B Portfolio Services Private Limited, buy the company report.
Board of directors of U B Portfolio Services Private Limited
U B Portfolio Services has 3 current directors and 2 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Somesh Kumar | Additional Director | 11 Jun 2025 | 1 Years 4 Months | Current |
| Mahima Jain | Director | 04 Oct 2018 | 8 Years 1 Months | Current |
| Bhagwat Prasad Bansal | Director | 26 Aug 2003 | 23 Years 2 Months | Current |
Auditor
U B Portfolio Services Private Limited is audited by K P M C & ASSOCIATES for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| K P M C & ASSOCIATES | FY 2017 | 005359C |
Shareholding
The shareholding of U B Portfolio Services Private Limited is on record for 2 financial years, the latest being FY 2017, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2017 | FY 2016 |
|---|---|---|
| Promoters | ||
| Domestic institutional investors (DII) | ||
| Foreign institutional investors (FII) | ||
| Public | ||
| Others |
To see the full shareholding pattern of U B Portfolio Services Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving U B Portfolio Services 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 U B Portfolio Services 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 U B Portfolio Services Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
U B Portfolio Services Private Limited has 5 board changes on record since 2003: 3 appointments and 2 cessations. The latest: Somesh Kumar was appointed as Additional Director on 11 Jun 2025.
Frequently asked questions
U B Portfolio Services is an active private limited company based in New Delhi, Delhi, India. The company works in investment and credit nbfc, within the financial services industry. It was incorporated on 09 August 1995 (31+ years old) and is registered under CIN U65923DL1995PTC071555.
U B Portfolio Services has 3 current directors:
- Somesh Kumar - Additional Director
- Mahima Jain - Director
- Bhagwat Prasad Bansal - Director
The latest financial statements of U B Portfolio Services 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 2015 are in the company report.
The CIN (Corporate Identification Number) of U B Portfolio Services is U65923DL1995PTC071555. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
U B Portfolio Services was incorporated on 09 August 1995, making it 31+ years old. It is registered with the Registrar of Companies, Delhi.
Somesh Kumar was appointed as Additional Director on 11 Jun 2025. Usha Agrawal ceased to be Director on 04 Feb 2021. Mahima Jain ceased to be Additional Director on 30 Sep 2019. U B Portfolio Services has 5 board changes on record in total.
The registered office of U B Portfolio Services is at Flat No.4A 4th Floor Dmc Building Connaught Place, New Delhi, Delhi, India – 110001.
U B Portfolio Services operates in the financial services industry, in the investment and credit nbfc segment.
The compliance status of U B Portfolio Services is compliant as of 27 September 2026. The company is actively filing with the Registrar of Companies.
Yes. U B Portfolio Services was formerly known as Aggarwal Portfolio Services Private Limited.
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.
