About Zerodha Trustee Private Limited
Data last updated:
Zerodha Trustee Private Limited is a private limited company based in Bangalore, Karnataka, India, a subsidiary of Zerodha Broking Limited. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 14 December 2021 and has been in existence for over 5 years.
The company is registered with the Registrar of Companies (ROC), Bangalore, under CIN U67100KA2021PTC155537. Its GSTIN is 29AABCZ8703F1Z4 (Karnataka).
The company has an authorised share capital of ₹1.5 Cr and a paid-up capital of ₹1.5 Cr. It is led by directors including Karthik Rangappa and Sankarson Banerjee.
Its last annual general meeting (AGM) was held on 25 July 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Indiqube Penta New No. 51 (Old No.14) Richmond Road, Bangalore, Karnataka, India – 560025.
As per the financials filed for FY 2025, the company reported a revenue of ₹15,280, a decline of 96% compared to the previous year. For the same year it recorded a net loss of ₹40.89 Lakh and EBITDA of -₹39.5 Lakh. Revenue has grown at a compounded annual rate (CAGR) of 72% over three years.
The company has 1 deal on record (1 funding round), with disclosed funding of ₹50 Lakh; the latest was in January 2025. Its 10 peer companies in the BFSI industry (Portfolio Managers) are compared by revenue, 5 larger and 5 smaller; the largest is Nitin Portfolios Private Limited with revenue of ₹45,467.
For more details, the company can be reached via its website zerodhafundhouse.com.
- EmailLocked
- TelephoneLocked
- Website
- Social Media
- Registered AddressIndiqube Penta New No. 51 (Old No.14) Richmond Road, Bangalore, Karnataka, India – 560025
- IndustryFinancial Services, Portfolio Management Services
- 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
Business Activity of Zerodha Trustee Private Limited
The main business activity of Zerodha Trustee is financial and insurance activities. In detail, this covers activities auxiliary to financial service and insurance activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance activities | 66 | Activities auxiliary to financial service and insurance activities | Locked |
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 Zerodha Trustee Private Limited FY 2025 filings available
Zerodha Trustee Private Limited reported revenue of ₹15,280 (down 96% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR) of Zerodha Trustee Private Limited
Revenue fell 96% in the latest year, but over three years it has grown at a compounded annual rate (CAGR) of 72%. EBITDA fell 58% 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 Zerodha Trustee 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 | -₹39.5 Lakh | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | -₹40.89 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 Zerodha Trustee Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|---|
| 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 | •••• | •••• | •••• | •••• |
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 Zerodha Trustee are in the company report.
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 Zerodha Trustee Private Limited
Zerodha Trustee has 6 current directors and 2 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Karthik Rangappa | Director | 13 Dec 2022 | 3 Years 10 Months | Current |
| Sankarson Banerjee Also directs: Brave for Free Consulting (OPC) Private Limited, Veritas Finance Limited, Nuvama Wealth Finance Limited and 2 more | Director | 13 Dec 2022 | 3 Years 10 Months | Current |
| Venkatesh Panchapagesan Also directs: Brigade Enterprises Limited, Iimb Innovations | Director | 13 Dec 2022 | 3 Years 10 Months | Current |
| Shameek Ray Also directs: Immersive Trails Private Limited | Director | 13 Dec 2022 | 3 Years 10 Months | Current |
| Vasanth Sanoor Kamath Also directs: Case Platforms Private Limited, Nexum Finvest Private Limited, Essential Investment Managers Private Limited and 1 more | Director | 31 Jul 2024 | 2 Years 2 Months | Current |
| Abhishek Vimal Kumar Bhardwaj | Director | 15 Nov 2023 | 2 Years 11 Months | Current |
Peer Comparison of Zerodha Trustee Private Limited
Zerodha Trustee Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Portfolio Managers). Net profit, margin and employee counts of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Nitin Portfolios Private Limited | ₹45,467 (FY 2025) | •••• | •••• | 6.0% | •••• | New Delhi, Delhi, India |
| Catamaran Corp Limited | ₹43,130 (FY 2025) | •••• | •••• | -69.0% | •••• | New Delhi, Delhi, India |
| Pareto Capital Management Private Limited | ₹37,418 (FY 2024) | •••• | •••• | 43.0% | •••• | Mumbai, Maharashtra, India |
| Axiom Fincap Private Limited | ₹30,061 (FY 2025) | •••• | •••• | -97.0% | •••• | Mumbai, Maharashtra, India |
| Jalnayan Barter Private Limited | ₹28,300 (FY 2025) | •••• | •••• | 9.0% | •••• | Kolkata, West Bengal, India |
| Zerodha Trustee Private Limited this company | ₹15,280 (FY 2025) | •••• | •••• | -96.0% | •••• | Bangalore, Karnataka, India |
| Astaguru Prive Private Limited | ₹13,913 (FY 2025) | •••• | •••• | •••• | Mumbai, Maharashtra, India | |
| Truescale Venture Capital LLP | ₹10,101 (FY 2021) | •••• | •••• | •••• | Mumbai, Maharashtra, India | |
| Parker Management Services Private Limited | ₹8,797 (FY 2024) | •••• | •••• | -99.0% | •••• | Delhi, India |
| Yala Solar Private Limited | ₹8,000 (FY 2023) | •••• | •••• | -99.0% | •••• | Delhi, India |
| SVC Growth Fund Private Limited | ₹6,800 (FY 2019) | •••• | •••• | -39.0% | •••• | Mumbai, Maharashtra, India |
Peers are the five companies nearest above and the five nearest below Zerodha Trustee by revenue in the BFSI industry (Portfolio Managers), 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 Zerodha Trustee Private Limited
Zerodha Trustee Private Limited is audited by Walker Chandiok & for the financial year 2023.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| Walker Chandiok & | Locked | Locked | Locked |
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 Zerodha Trustee Private Limited
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 Zerodha Trustee Private Limited
Zerodha Trustee Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Deals & Funding of Zerodha Trustee Private Limited
Zerodha Trustee Private Limited has 1 deal on record (1 funding round), with disclosed funding of ₹50 Lakh; the latest was in January 2025.
Deals on record (1 of 1)
| When | Deal | Amount | Parties |
|---|---|---|---|
| Jan 2025 | Funding round | ₹50 Lakh | Investors: Zerodha Broking Limited |
Full deal history
All 1 deals with amounts, valuations, instruments and every party are in the company report.
- Every funding round and share transfer
- Amounts and valuations
- Investors, buyers and sellers
- Instruments and deal dates
Verified entity values are shown only after access is granted.
Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.
Employees and EPFO Compliance at Zerodha Trustee Private Limited
Zerodha Trustee Private Limited has a workforce of 0 employees as of Mar 28, 2024.
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 Zerodha Trustee Private Limited
Zerodha Trustee Private Limited has 10 board changes on record since 2021: 8 appointments and 2 cessations. The latest: Vasanth Sanoor Kamath was appointed as Director on 31 Jul 2024.
1 earlier event is listed in the company report.
Credit Ratings, Litigation & Regulatory Alerts for Zerodha Trustee Private Limited
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 Zerodha Trustee Private Limited
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 Zerodha Trustee Private Limited
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 Zerodha Trustee Private Limited
Zerodha Trustee has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 29AABCZ8703F1Z4 | Karnataka | Active | 01 Mar 2022 |
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 Zerodha Trustee Private Limited
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.
Related news about Zerodha Trustee Private Limited
Frequently Asked Questions about Zerodha Trustee Private Limited
Zerodha Trustee is an active private limited company based in Bangalore, Karnataka, India. The company works in portfolio management services, within the financial services industry. It was incorporated on 14 December 2021 (5+ years old) and is registered under CIN U67100KA2021PTC155537.
Zerodha Trustee reported revenue of ₹15,280 for FY 2025 (down 96% YoY).
Zerodha Trustee has 6 current directors:
- Karthik Rangappa - Director
- Sankarson Banerjee - Director
- Venkatesh Panchapagesan - Director
- Shameek Ray - Director
- Vasanth Sanoor Kamath - Director
- Abhishek Vimal Kumar Bhardwaj - Director
Zerodha Trustee reported a net loss of ₹40.89 Lakh and EBITDA of -₹39.5 Lakh for FY 2025, as per its filed financial statements.
The compounded annual growth rate (CAGR) of the revenue of Zerodha Trustee is 72% over three years. In the latest year (FY 2025) revenue fell 96%. CAGR is the steady yearly rate that links the first and the last year.
The GSTIN of Zerodha Trustee is 29AABCZ8703F1Z4, registered in Karnataka.
The CIN (Corporate Identification Number) of Zerodha Trustee is U67100KA2021PTC155537. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Zerodha Trustee was incorporated on 14 December 2021, making it 5+ years old. It is registered with the Registrar of Companies, Bangalore.
Zerodha Trustee has 1 deal on record (1 funding round), with disclosed funding of ₹50 Lakh; the latest was in January 2025.
The peers of Zerodha Trustee by revenue are Nitin Portfolios Private Limited, Catamaran Corp Limited, Pareto Capital Management Private Limited, Axiom Fincap Private Limited, Jalnayan Barter Private Limited and 5 more, all in the BFSI industry (Portfolio Managers).
Vasanth Sanoor Kamath was appointed as Director on 31 Jul 2024. Abhishek Vimal Kumar Bhardwaj was appointed as Director on 15 Nov 2023. Rajanna Bhuvanesh ceased to be Director on 21 Dec 2022. Zerodha Trustee has 10 board changes on record in total.