NEPTUNE WEALTH

India Founded: 2019 • Age: 7 yrs
Serves as a provider of Neptune Wealth management services.

About NEPTUNE WEALTH

NEPTUNE WEALTH is a Financial Services company based in India founded in 2019. It serves as a provider of Neptune Wealth management services. It operates on a B2C model. Its Indian entity Neptune Privy Client Private Limited reported revenue of β‚Ή43.1 Lakh. Its focus areas include Finance, Wealth Management, Investment Services and Wealth Advisory.

Company details

NEPTUNE WEALTH serves as a provider of neptune wealth management services through finance, managing wealth portfolios, investment services, and wealth advisory. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.

Operational Areas
Key Metrics
  • Annual Revenue
    ₹43.1 Lakh

    FY 2025 · +54% YoY

  • Net Profit
    ₹33,060

    FY 2025 · 1% margin

  • EBITDA
    ₹44,983

    FY 2025 · 1% margin

Board of directors of Neptune Privy Client Private Limited (NEPTUNE WEALTH)

Neptune Privy Client Private Limited is the primary company behind NEPTUNE WEALTH. The board of Neptune Privy Client Private Limited currently have 2 directors; the longest-serving is Urvi Ankit Shah, appointed in 2016. 3 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Urvi Ankit Shah
DIN 07385527
Director07 Feb 201610 yrs 8 moNeptune Privy Client Private Limited
Kreena Prakash Shah
DIN 08663355
Director09 Jan 20206 yrs 9 moNeptune Privy Client Private Limited

Financials of NEPTUNE WEALTH

Figures of Neptune Privy Client Private Limited, the primary company behind NEPTUNE WEALTH, for FY 2025. Revenue was ₹43.1 Lakh (+54% year on year). Net profit was ₹33,060 (1% margin). EBITDA was ₹44,983 (1% margin). Revenue has grown at a compounded annual rate of +69% over three years and +14% over five years.

  • ₹43.1 LakhRevenue · FY 2025 · +54% YoY
  • ₹33,060Net profit · 1% margin
  • ₹44,983EBITDA · 1% margin
  • ₹4 LakhPaid-up capital
  • +69%Revenue CAGR, 3 years
  • +14%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Neptune Privy Client Private Limited are on its company page.

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Detailed financial statements for NEPTUNE WEALTH

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Top companies in Investment Banks

2 companies that operate in the same segment as NEPTUNE WEALTH (Investment Banks) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Ambit is recognized as a leading provider of financial advice and capital in India.
1997Mumbai, Maharashtra, IndiaUSD 39.09 MUSD 116.66 M104
Commercial bank
1911Mumbai, Maharashtra, India
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Frequently Asked Questions about NEPTUNE WEALTH

NEPTUNE WEALTH was founded in 2019.

NEPTUNE WEALTH is headquartered in India.

The primary company behind NEPTUNE WEALTH, Neptune Privy Client Private Limited, reported revenue of β‚Ή43.1 Lakh for FY 2025, up 54% year on year.

NEPTUNE WEALTH serves as a provider of neptune wealth management services through finance, managing wealth portfolios, investment services, and wealth advisory. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.

NEPTUNE WEALTH operates through Neptune Privy Client Private Limited.

The legal entities of NEPTUNE WEALTH currently have 2 directors, including Urvi Ankit Shah, Kreena Prakash Shah.

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