About Bhartia
Bhartia is a Financial Services company based in Kolkata (India) founded in 2006. It offers stock broking, wealth creation, and risk management for investors. It operates on a B2B and B2C model. The company has 4 employees. Its Indian entity Bhartia Stock Broking Private Limited reported revenue of ₹4.39 Cr. Bhartia offers products and services including Stock Broking Services, Mutual Fund Services, and Risk Management Tools. Its focus areas include Finance, Investment Tech, Stock Broking and Equity Trading. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Bhartia Stock Broking assists institutional investors and clients with equity investments and wealth creation through stock trading and mutual funds. They employ risk management techniques like technical analysis and derivatives. Based in Kolkata, India, they help achieve investment goals via brokerage services, ensuring regulatory compliance and market intelligence.
- Headquarters Kolkata, India
- Employees 4
- SectorsFinancial Services
- Email••••••••
- Website bhartia.in
- Legal Name Bhartia Stock Broking Pvt. Ltd.
- Date of Incorporation 11 Nov, 1998
- Jurisdiction Kolkata, West Bengal, India
- Annual Revenue₹4.39 Cr
FY 2025 · -8% YoY
- Net Profit₹1.32 Cr
FY 2025 · 30% margin
- EBITDA₹1.85 Cr
FY 2025 · 42% margin
- Employee Count4
Associated legal entities of Bhartia
Bhartia is associated with 2 registered companies on The Company Check; the primary company is Bhartia Stock Broking Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Bhartia Stock Broking Private Limited CIN U67120WB1998PTC088228 | Active | 11 Nov 1998 | Kolkata, West Bengal | ₹4.4 Cr | 4 | 2 | View details |
| Bhartia Commodities Private Limited CIN U51109WB1985PTC039845 | Amalgamated | 11 Dec 1985 | Kolkata, West Bengal | ₹0.0 Cr | 2 | View details |
Products & Services of Bhartia
Bhartia offers a comprehensive portfolio of products and services, including Stock Broking Services, Mutual Fund Services, and Risk Management Tools.
Platform for trading equities and derivatives
Assistance in mutual fund investments and wealth management
Tools for risk assessment in securities trading
Board of directors of Bhartia Stock Broking Private Limited (Bhartia)
Bhartia Stock Broking Private Limited is the primary company behind Bhartia. The boards of the 2 registered companies of Bhartia currently have 3 directors; the longest-serving is Jitendra Bhartia, appointed in 2003. 8 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Jitendra Bhartia DIN 00085302 | Director | 28 Jan 2003 | 23 yrs 9 mo | Bhartia Stock Broking Private Limited, Bhartia Commodities Private Limited |
| Jagdish Bhartia DIN 00085608 | Director | 16 Sep 2005 | 21 yrs 1 mo | Bhartia Commodities Private Limited |
| Sujata Bhartia DIN 00085536 | Director | 22 Apr 2019 | 7 yrs 6 mo | Bhartia Stock Broking Private Limited |
Financials of Bhartia
Figures of Bhartia Stock Broking Private Limited, the primary company behind Bhartia, for FY 2025. Revenue was ₹4.39 Cr (-8% year on year). Net profit was ₹1.32 Cr (30% margin). EBITDA was ₹1.85 Cr (42% margin). Revenue has grown at a compounded annual rate of +12% over three years and +59% over five years.
- ₹4.39 CrRevenue · FY 2025 · -8% YoY
- ₹1.32 CrNet profit · 30% margin
- ₹1.85 CrEBITDA · 42% margin
- ₹5.31 CrPaid-up capital
- 4Employees (provident fund records)
- +12%Revenue CAGR, 3 years
- +59%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Bhartia Stock Broking Private Limited are on its company page.
Detailed financial statements for Bhartia
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Similar companies to Bhartia
Bhartia has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of Bhartia
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Brokers and Dealers
3 companies that operate in the same segment as Bhartia (Brokers and Dealers) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Trading in stocks, mutual funds, and commodities is facilitated. | 1995 | Mumbai, Maharashtra, India | USD 263.15 M | 1,328 | ||
Trading and investment services are provided through an online platform. | 2000 | Mumbai, Maharashtra, India | USD 363.34 M | 3,730 | ||
Financial services encompassing wealth management and stock brokerage are offered. | 1994 | Mumbai, Maharashtra, India | USD 312.52 K | USD 133.56 M | 1,072 |
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Frequently Asked Questions about Bhartia
Bhartia was founded in 2006.
Bhartia is headquartered in Kolkata, India. It is registered at Kolkata, West Bengal, India.
Bhartia has 4 employees.
The primary company behind Bhartia, Bhartia Stock Broking Private Limited, reported revenue of ₹4.39 Cr for FY 2025, down 8% year on year.
Bhartia Stock Broking assists institutional investors and clients with equity investments and wealth creation through stock trading and mutual funds. They employ risk management techniques like technical analysis and derivatives. Based in Kolkata, India, they help achieve investment goals via brokerage services, ensuring regulatory compliance and market intelligence.
Bhartia's top competitors include UTI Mutual Fund, Avendus and 360 One.
Bhartia offers Stock Broking Services, Mutual Fund Services, and Risk Management Tools.
Bhartia is associated with 2 legal entities: Bhartia Stock Broking Private Limited, Bhartia Commodities Private Limited.
The legal entities of Bhartia currently have 3 directors, including Jitendra Bhartia, Sujata Bhartia, Jagdish Bhartia.