Wealthmatix Consultants Private Limited

Wealthmatix Consultants Private Limited - financial services in Patiala, Punjab, India. FY 2026 financials & compliance.
CIN U74994PB2020PTC050660 Incorporated 24 January 2020 ROC Chandigarh HQ Patiala, Punjab, India
Active Private Limited Company financial services MSME · Micro
Data last updated
Revenue · FY 2025
₹79.89 Lakh
▼ 23% YoY
Net profit · FY 2025
₹72,421
Net margin 0.9%
EBITDA · FY 2025
₹1.13 Lakh
EBITDA margin 1.4%
Authorised capital
₹3 Lakh
Registered with MCA
Paid-up capital
₹3 Lakh
Issued & subscribed
Company age
6 yrs
Est. 2020
Directors on board
2
As per MCA filings
Active GSTINs
1
GST registered

About Wealthmatix Consultants Private Limited

Data last updated:

Wealthmatix Consultants Private Limited is a private limited company based in Patiala, Punjab, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 24 January 2020 and has been in existence for over 6 years.

The company is registered with the Registrar of Companies (ROC), Chandigarh, under CIN U74994PB2020PTC050660. Its GSTIN is 03AACCW5982C1ZF (Punjab).

The company has an authorised share capital of ₹3 Lakh and a paid-up capital of ₹3 Lakh. It is led by directors Prem Nath (Managing Director) and Udesh Kumar.

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 H No 466 Street No 8 Ghuman Nagar, Patiala, Punjab, India – 147001.

As per the financials filed for FY 2025, the company reported a revenue of ₹79.89 Lakh, a decline of 23% compared to the previous year. For the same year it recorded a net profit of ₹72,421 (net margin 0.9%) and EBITDA of ₹1.13 Lakh (EBITDA margin 1.4%). Revenue has grown at a compounded annual rate (CAGR) of 5% over three years and 105% over five years.

Wealthmatix Consultants Private Limited is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-PB-17-0012311).

Company details

CIN U74994PB2020PTC050660
Registration Number 050660
Incorporation Date 24 January 2020
ROC Chandigarh
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-PB-17-0012311
Key People
Prem Nath Managing Director Udesh Kumar Director

Recognitions & Rankings of Wealthmatix Consultants

MSME (Udyam registered) Ministry of MSME
Category
Micro (2024-25)
Udyam number
UDYAM-PB-17-0012311

Contact details

Wealthmatix Consultants Private Limited's registered office is in Patiala, Punjab. Its e-mail address and telephone number are in the company report.

  • Email
  • Telephone
  • Registered Address
    H No 466 Street No 8 Ghuman Nagar, Patiala, Punjab, India – 147001
  • Industry
    Financial Services, Diversified Financial Services

To see the full contact details of Wealthmatix Consultants Private Limited, buy the company report.

Comprehensive company report
Wealthmatix Consultants 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
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Business activity

The main business activity of Wealthmatix Consultants is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.

Main activity group codeMain activityBusiness activity codeBusiness activityShare of turnover
KFinancial and insurance ServiceK7Financial Advisory, brokerage and Consultancy Services

To see the full business activity and turnover split of Wealthmatix Consultants Private Limited, buy the company report.

Financials of Wealthmatix Consultants Private Limited

FY 2025 filings available

Wealthmatix Consultants Private Limited reported revenue of ₹79.89 Lakh (down 23% YoY) for FY 2025.

Revenue · FY 2025
₹79.89 Lakh ▼ 23%
Net profit · FY 2025
₹72,421 margin 0.9%
EBITDA · FY 2025
₹1.13 Lakh margin 1.4%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▼ 23%
3 years · compounded
▲ 5%
5 years · compounded
▲ 105%
EBITDA CAGR growth
1 year
▲ 103%
3 years · compounded
▲ 30%
5 years · compounded
▲ 29%

Revenue fell 23% in the latest year, but over five years it has grown at a compounded annual rate (CAGR) of 105%. EBITDA rose 103% 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

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 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₹1.13 Lakh
Profit Before Tax
Tax Expense
Net Profit (PAT)₹72,421
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

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21
Profitability
EBITDA Margin1.4%
Net Profit Margin0.9%
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 Wealthmatix Consultants Private Limited, buy the company report.

Board of directors of Wealthmatix Consultants Private Limited

Wealthmatix Consultants has 2 directors on record. No former directors are listed.

Current Directors
NameDesignationAppointment DateTenureStatus
Udesh KumarDirector24 Jan 20206 Years 9 MonthsCurrent
Prem NathManaging Director24 Jan 20206 Years 9 MonthsCurrent
View all directors

Auditor

Wealthmatix Consultants Private Limited is audited by RAJEEV PANKAJ AND ASSOCIATES for the financial year 2023.

Auditor firmFinancial yearFirm registration number
RAJEEV PANKAJ AND ASSOCIATESFY 2023033717N

Shareholding

The shareholding of Wealthmatix Consultants Private Limited is on record for 4 financial years, the latest being FY 2023, split between promoters, domestic institutions, foreign institutions, public shareholders and others.

Shareholder categoryFY 2023FY 2022FY 2021FY 2020
Promoters
Domestic institutional investors (DII)
Foreign institutional investors (FII)
Public
Others

To see the full shareholding pattern of Wealthmatix Consultants Private Limited, buy the company report.

MSME payment delays

No delayed payments to MSME suppliers are on our record for Wealthmatix Consultants Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.

GST

Wealthmatix Consultants has 1 GST registration: 1 active.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
03AACCW5982C1ZFPunjabActive12 Feb 2020

To see the full GST registrations and return filing status of Wealthmatix Consultants Private Limited, buy the company report.

Recent activity

Wealthmatix Consultants Private Limited has 2 board changes on record since 2020: 2 appointments. The latest: Prem Nath was appointed as Managing Director on 24 Jan 2020.

AGM
Wealthmatix Consultants Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
Wealthmatix Consultants Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Chandigarh.
Appointed
Prem Nath was appointed as Managing Director.
Appointed
Udesh Kumar was appointed as Director.
Incorporation
24 Jan 2020
Wealthmatix Consultants Private Limited was registered on 24 Jan 2020 with Roc Chandigarh & aged 6 years 9 months as per MCA records.

Frequently asked questions

Wealthmatix Consultants is an active private limited company based in Patiala, Punjab, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 24 January 2020 (6+ years old) and is registered under CIN U74994PB2020PTC050660.

Wealthmatix Consultants has 2 current directors:

The latest financial statements of Wealthmatix Consultants 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 2020 are in the company report.

The GSTIN of Wealthmatix Consultants is 03AACCW5982C1ZF, registered in Punjab.

The CIN (Corporate Identification Number) of Wealthmatix Consultants is U74994PB2020PTC050660. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Wealthmatix Consultants was incorporated on 24 January 2020, making it 6+ years old. It is registered with the Registrar of Companies, Chandigarh.

Prem Nath was appointed as Managing Director on 24 Jan 2020. Udesh Kumar was appointed as Director on 24 Jan 2020.

Yes, Wealthmatix Consultants is registered as a micro enterprise under Udyam registration (number: UDYAM-PB-17-0012311).

The registered office of Wealthmatix Consultants is at H No 466 Street No 8 Ghuman Nagar, Patiala, Punjab, India – 147001.

Wealthmatix Consultants operates in the financial services industry, in the diversified financial services segment.