Wellplan Securities Private Limited
About Wellplan Securities Private Limited
Data last updated:
Wellplan Securities Private Limited is a private limited company based in Asansol, West Bengal, India. It operates in the financial brokerage segment of the financial services sector. It was incorporated on 07 May 1997 and has been in existence for over 29 years.
The company is registered with the Registrar of Companies (ROC), Kolkata, under CIN U67120WB1997PTC084244. Its GSTIN is 19AAACW2604D2ZO (West Bengal). The company holds 2 GST registrations, of which 1 is active.
The company has an authorised share capital of ₹10 Lakh and a paid-up capital of ₹9.91 Lakh. It is led by directors Sumitra Goyal and Gobind Kumar Goyal.
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 Jyoti Super Market21 G T Road (2nd Floor), Asansol, West Bengal, India – 713301.
As per the financials filed for FY 2024, the company reported a revenue of ₹26.34 Lakh, a growth of 102% compared to the previous year. For the same year it recorded a net profit of ₹7.55 Lakh (net margin 28.7%) and EBITDA of ₹11.06 Lakh (EBITDA margin 42%). Revenue has grown at a compounded annual rate (CAGR) of 7% over three years and 15% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Wellplan Securities Private Limited's registered office is in Asansol, West Bengal. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered AddressJyoti Super Market21 G T Road (2nd Floor), Asansol, West Bengal, India – 713301
- IndustryFinancial Services, Financial Brokerage, Advisory, Consultancy
To see the full contact details of Wellplan Securities 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 Wellplan Securities 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 Wellplan Securities Private Limited, buy the company report.
Financials of Wellplan Securities Private Limited
FY 2025 filings availableWellplan Securities Private Limited reported revenue of ₹26.34 Lakh (up 102% YoY) for FY 2024.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 15% over five years, including 102% growth in the latest year. EBITDA rose 354% 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 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
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| EBITDA | ₹11.06 Lakh | ||||
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| Net Profit (PAT) | ₹7.55 Lakh | ||||
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Financial Ratios
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
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| EBITDA Margin | 42% | ||||
| Net Profit Margin | 28.7% | ||||
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To see the full financial statements and ratios of Wellplan Securities Private Limited, buy the company report.
Board of directors of Wellplan Securities Private Limited
Wellplan Securities has 2 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Sumitra Goyal | Director | 21 Dec 1998 | 27 Years 10 Months | Current |
| Gobind Kumar Goyal | Director | 07 May 1997 | 29 Years 5 Months | Current |
Peer comparison
Wellplan Securities 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 |
|---|---|---|---|---|---|---|
| Profit Finstock Private Limited | ₹26.4 Lakh (FY 2024) | 256.0% | Vadodara, Gujarat, India | |||
| Futurance India Insurance Brokers Private Limited | ₹26.39 Lakh (FY 2025) | -10.0% | Tiruchirappalli, Tamil Nadu, India | |||
| Skylight Ridge Services Private Limited | ₹26.38 Lakh (FY 2020) | Rudrapur, Uttarakhand, India | ||||
| Gupta Steel Junction Private Limited | ₹26.37 Lakh (FY 2025) | -51.0% | Kolkata, West Bengal, India | |||
| Suryom Management Consultancy Services Private Limited | ₹26.37 Lakh (FY 2025) | 0.0% | Kolkata, West Bengal, India | |||
| Wellplan Securities Private Limitedthis company | ₹26.34 Lakh (FY 2024) | ₹7.55 Lakh | 28.7% | 102.0% | Asansol, West Bengal, India | |
| Fameway Commerce (OPC) Private Limited | ₹26.26 Lakh (FY 2021) | 1.0% | North Twentyfour Pargana, West Bengal, India | |||
| Pandya Management Consultancy Private Limited | ₹26.25 Lakh (FY 2024) | -7.0% | Amreli, Gujarat, India | |||
| SGS Stockinvest Private Limited | ₹26.2 Lakh (FY 2023) | -85.0% | New Delhi, Delhi, India | |||
| Think Quant Solutions Private Limited | ₹26.19 Lakh (FY 2024) | 85.0% | Delhi, India | |||
| Bardia Enclave Private Limited | ₹26.19 Lakh (FY 2025) | -28.0% | Kolkata, West Bengal, India |
To see the full peer comparison of Wellplan Securities Private Limited, buy the company report.
Auditor
Wellplan Securities Private Limited is audited by L.K.SARAF& CO for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| L.K.SARAF& CO | FY 2017 | 002602C |
Shareholding
The shareholding of Wellplan Securities 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 Wellplan Securities Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Wellplan Securities 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 Wellplan Securities Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Wellplan Securities has 2 GST registrations: 1 active and 1 cancelled or inactive.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 19AAACW2604D2ZO | West Bengal | Active | 24 Aug 2017 |
To see the full GST registrations and return filing status of Wellplan Securities Private Limited, buy the company report.
Recent activity
Wellplan Securities Private Limited has 3 board changes on record since 1997: 2 appointments and 1 cessation. The latest: Rajesh Kumar Gupta ceased to be Director on 15 Nov 2017.
Frequently asked questions
Wellplan Securities is an active private limited company based in Asansol, West Bengal, India. The company works in financial brokerage, within the financial services industry. It was incorporated on 07 May 1997 (29+ years old) and is registered under CIN U67120WB1997PTC084244.
Wellplan Securities has 2 current directors:
- Sumitra Goyal - Director
- Gobind Kumar Goyal - Director
The latest financial statements of Wellplan Securities 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 GSTIN of Wellplan Securities is 19AAACW2604D2ZO, registered in West Bengal. The company has 2 GST registrations in all, of which 1 is active and 1 is cancelled or inactive.
The CIN (Corporate Identification Number) of Wellplan Securities is U67120WB1997PTC084244. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Wellplan Securities was incorporated on 07 May 1997, making it 29+ years old. It is registered with the Registrar of Companies, Kolkata.
The peers of Wellplan Securities by revenue are Profit Finstock Private Limited, Futurance India Insurance Brokers Private Limited, Skylight Ridge Services Private Limited, Gupta Steel Junction Private Limited, Suryom Management Consultancy Services Private Limited and 5 more, all in the same principal business activity (financial advisory, brokerage and consultancy services).
Rajesh Kumar Gupta ceased to be Director on 15 Nov 2017. Sumitra Goyal was appointed as Director on 21 Dec 1998. Gobind Kumar Goyal was appointed as Director on 07 May 1997.
The registered office of Wellplan Securities is at Jyoti Super Market21 G T Road 2nd Floor, Asansol, West Bengal, India – 713301.
Wellplan Securities operates in the financial services industry, in the financial brokerage segment.
The compliance status of Wellplan Securities is compliant as of 25 July 2026. The company is actively filing with the Registrar of Companies.