MSME (Udyam registered) Ministry of MSME
- Category
- Micro (2021-22)
- Udyam number
- UDYAM-GJ-24-0037415
Uppercrust Wealth Private Limited - financial services in Vadodara, Gujarat, India. FY 2026 financials & compliance.
Revenue · FY 2025
₹4.96 Cr
▲ 44% YoY
Net profit · FY 2025
₹86.56 Lakh
Net margin 17.4%
EBITDA · FY 2025
₹1.22 Cr
EBITDA margin 24.6%
Authorised capital
₹3 Cr
Registered with MCA
Paid-up capital
₹90 Lakh
Issued & subscribed
Company age
5 yrs
Est. 2021
Employees · EPFO
15
Provident fund records
Directors on board
5
As per MCA filings
About Uppercrust Wealth Private Limited
Data last updated:
Uppercrust Wealth Private Limited is a private limited company based in Vadodara, Gujarat, India. It operates in the asset management firms segment of the financial services sector. It was incorporated on 26 April 2021 and has been in existence for over 5 years.
The company is registered with the Registrar of Companies (ROC), Ahmedabad, under CIN U67100GJ2021PTC122268. Its GSTIN is 24AACCU8283C1ZD (Gujarat).
The company has an authorised share capital of ₹3 Cr and a paid-up capital of ₹90 Lakh. It is led by directors including Shaily D Pandya and Falguni Manish Shah.
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 Tf – 319 Pancham Icon Nr. D Mart Vasna Road, Vadodara, Gujarat, India – 390007.
As per the financials filed for FY 2025, the company reported a revenue of ₹4.96 Cr, a growth of 44% compared to the previous year. For the same year it recorded a net profit of ₹86.56 Lakh (net margin 17.4%) and EBITDA of ₹1.22 Cr (EBITDA margin 24.6%). Revenue has grown at a compounded annual rate (CAGR) of 86% over three years.
The company has about 15 employees on its provident fund (EPFO) records.
The company is associated with 2 brands: UpperCrust Wealth and UpperCrust Wealth Private Limited.
Uppercrust Wealth Private Limited is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-GJ-24-0037415). For more details, the company can be reached via its website uppercrustwealth.com.
Company Details of Uppercrust Wealth Private Limited
CIN U67100GJ2021PTC122268
Registration Number 122268
Incorporation Date 26 April 2021
ROC Ahmedabad
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
MSME Classification Micro
Udyam Registration UDYAM-GJ-24-0037415
Recognitions & Rankings of Uppercrust Wealth
Contact Details
- EmailLocked
- TelephoneLocked
- Website
- Social Media
- Registered AddressTf – 319 Pancham Icon Nr. D Mart Vasna Road, Vadodara, Gujarat, India – 390007
- IndustryFinancial Services, Asset Management Firms
Comprehensive company report
Uppercrust Wealth Private Limited - one report that includes everything
- 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
₹799 ₹999 20% off excluding 18% GST
Secure checkout · GST invoice included
Associated Brands with Uppercrust Wealth Private Limited
Uppercrust Wealth operates two associated brands: UpperCrust Wealth and UpperCrust Wealth Private Limited. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Provides financial planning, wealth advisory, and global investment services. | uppercrustwealth.com | |
| Wealth management services are delivered through a private limited company structure. | myadvisor.co.in |
Business Activity of Uppercrust Wealth Private Limited
The main business activity of Uppercrust Wealth is financial and insurance service. In detail, this covers other financial activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities | Locked |
Premium access
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 Uppercrust Wealth Private Limited FY 2025 filings available
Uppercrust Wealth Private Limited reported revenue of ₹4.96 Cr (up 44% YoY) for FY 2025.
Revenue · FY 2025
₹4.96 Cr ▲ 44%
Net profit · FY 2025
₹86.56 Lakh margin 17.4%
EBITDA · FY 2025
₹1.22 Cr margin 24.6%
Compounded Annual Growth Rate (CAGR) of Uppercrust Wealth Private Limited
Revenue CAGR growth
1 year
▲ 44%
3 years · compounded
▲ 86%
EBITDA CAGR growth
1 year
▲ 601%
3 years · compounded
▲ 122%
Revenue has grown at a compounded annual rate (CAGR) of 86% over three years, including 44% growth in the latest year. EBITDA rose 601% 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 Uppercrust Wealth Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|---|
| 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 | ₹1.22 Cr | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | ₹86.56 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 of Uppercrust Wealth Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|---|
| Profitability | ||||
| EBITDA Margin | 24.6% | •••• | •••• | •••• |
| Net Profit Margin | 17.4% | •••• | •••• | •••• |
| 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 Uppercrust Wealth are in the company report.
Premium access
Financial statements from FY 2022
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.
Board of Directors of Uppercrust Wealth Private Limited
Uppercrust Wealth has 5 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
Current Directors
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Shaily D Pandya | Director | 26 Apr 2021 | 5 Years 5 Months | Current |
| Falguni Manish Shah | Director | 26 Apr 2021 | 5 Years 5 Months | Current |
| Manish Hasmukhlal Shah Also directs: Uppercrust Finserv Private Limited | Director | 26 Apr 2021 | 5 Years 5 Months | Current |
| Yash Joshi | Director | 01 Sep 2022 | 4 Years 1 Months | Current |
| Durgesh Pandya Also directs: Uppercrust Finserv Private Limited, Uppercrust One Private Limited, Moat Financial Services Private Limited and 1 more | Director | 26 Apr 2021 | 5 Years 5 Months | Current |
Peer Comparison of Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Asset Management). Net profit, margin and employee counts of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Valueaxis Equity Services Private Limited | ₹5.45 Cr (FY 2025) | •••• | •••• | •••• | Mumbai, Maharashtra, India | |
| Bi Asset Management Company Private Limited | ₹5.43 Cr (FY 2024) | •••• | •••• | 82.0% | •••• | Kolkata, West Bengal, India |
| Greenedge Financial Services Private Limited | ₹5.34 Cr (FY 2025) | •••• | •••• | 55.0% | •••• | Mumbai, Maharashtra, India |
| Old Bridge Asset Management Private Limited | ₹5.31 Cr (FY 2024) | •••• | •••• | 585.0% | •••• | Mumbai, Maharashtra, India |
| Unifi Asset Management Private Limited | ₹5.22 Cr (FY 2025) | •••• | •••• | •••• | Chennai, Tamil Nadu, India | |
| Uppercrust Wealth Private Limited this company | ₹4.96 Cr (FY 2025) | •••• | •••• | 44.0% | •••• | Vadodara, Gujarat, India |
| Angel One Asset Management Company Limited | ₹4.7 Cr (FY 2025) | •••• | •••• | 121.0% | •••• | Mumbai, Maharashtra, India |
| Sohum Asset Managers Private Limited | ₹4.69 Cr (FY 2025) | •••• | •••• | 28.0% | •••• | Mumbai, Maharashtra, India |
| Deutsche Asset Management (India) Private Limited | ₹4.32 Cr (FY 2025) | •••• | •••• | 5.0% | •••• | Mumbai, Maharashtra, India |
| India Forex & Asset Management Private Limited | ₹4.23 Cr (FY 2024) | •••• | •••• | 4.0% | •••• | Kolkata, West Bengal, India |
| Trikaal Theatres and Realty India Private Limited | ₹4.19 Cr (FY 2025) | •••• | •••• | -25.0% | •••• | Churchgate, Maharashtra, India |
Peers are the five companies nearest above and the five nearest below Uppercrust Wealth by revenue in the BFSI industry (Asset Management), 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 Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited is audited by VCA & Associates for the financial year 2022.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| VCA & Associates | Locked | Locked | Locked |
Premium access
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.
Ownership and Shareholding of Uppercrust Wealth Private Limited
Premium access
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 Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited has a workforce of 15 employees as of Mar 22, 2024.
Employee count
15
Active EPFO establishments
1
Employee growth
25%
Premium access
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 Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited has 6 board changes on record since 2021: 5 appointments and 1 cessation. The latest: Mohan Koushik ceased to be Director on 02 Jun 2023.
AGM
Uppercrust Wealth Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
Uppercrust Wealth Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Ahmedabad.
Ceased
Mohan Koushik ceased to be Director.
Appointed
Yash Joshi was appointed as Director.
Appointed
Durgesh Pandya was appointed as Director.
Appointed
Falguni Manish Shah was appointed as Director.
Appointed
Manish Hasmukhlal Shah was appointed as Director.
Appointed
Shaily D Pandya was appointed as Director.
Incorporation
26 Apr 2021
Uppercrust Wealth Private Limited was registered on 26 Apr 2021 with Roc Ahmedabad & aged 5 years 5 months as per MCA records.
Credit Ratings, Litigation & Regulatory Alerts for Uppercrust Wealth Private Limited
Premium access
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 Uppercrust Wealth Private Limited
Premium access
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 Uppercrust Wealth Private Limited
Premium access
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 Uppercrust Wealth Private Limited
Uppercrust Wealth has 1 GST registration: 1 active.
Total GSTINs
1
Active
1
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 24AACCU8283C1ZD | Gujarat | Active | 12 May 2021 |
Premium access
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 Uppercrust Wealth Private Limited
Premium access
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 Uppercrust Wealth Private Limited
Uppercrust Wealth is an active private limited company based in Vadodara, Gujarat, India. The company works in asset management firms, within the financial services industry. It was incorporated on 26 April 2021 (5+ years old) and is registered under CIN U67100GJ2021PTC122268.
Uppercrust Wealth reported revenue of ₹4.96 Cr for FY 2025 (up 44% YoY).
Uppercrust Wealth has 5 current directors:
- Shaily D Pandya - Director
- Falguni Manish Shah - Director
- Manish Hasmukhlal Shah - Director
- Yash Joshi - Director
- Durgesh Pandya - Director
Uppercrust Wealth reported a net profit of ₹86.56 Lakh (net margin 17.4%) and EBITDA of ₹1.22 Cr (EBITDA margin 24.6%) for FY 2025, as per its filed financial statements.
The compounded annual growth rate (CAGR) of the revenue of Uppercrust Wealth is 86% over three years. In the latest year (FY 2025) revenue rose 44%. CAGR is the steady yearly rate that links the first and the last year.
The GSTIN of Uppercrust Wealth is 24AACCU8283C1ZD, registered in Gujarat.
The CIN (Corporate Identification Number) of Uppercrust Wealth is U67100GJ2021PTC122268. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Uppercrust Wealth was incorporated on 26 April 2021, making it 5+ years old. It is registered with the Registrar of Companies, Ahmedabad.
The peers of Uppercrust Wealth by revenue are Valueaxis Equity Services Private Limited, Bi Asset Management Company Private Limited, Greenedge Financial Services Private Limited, Old Bridge Asset Management Private Limited, Unifi Asset Management Private Limited and 5 more, all in the BFSI industry (Asset Management).
Mohan Koushik ceased to be Director on 02 Jun 2023. Yash Joshi was appointed as Director on 01 Sep 2022. Durgesh Pandya was appointed as Director on 26 Apr 2021. Uppercrust Wealth has 6 board changes on record in total.
Yes, Uppercrust Wealth is registered as a micro enterprise under Udyam registration (number: UDYAM-GJ-24-0037415).