Pearl Wise Fin

Financial advisory services including wealth management and tax planning are provided in Chennai.

About Pearl Wise Fin

Pearl Wise Fin is a Financial Services company. Financial advisory services including wealth management and tax planning are provided in Chennai. It operates in the Financial Services and Business Services sectors. The company has 1 employees. Its Indian entity Pearlwisefin Serv Private Limited reported revenue of β‚Ή46.7 Lakh. Pearl Wise Fin offers products and services including Wealth Management and Tax Planning. Its focus areas include Wealth Management, Investment Advisory, Portfolio Management and Tax and Estate Planning.

Company details

Pearl Wise Fin is known for delivering financial planning and wealth management services that cater to individual needs. Services such as goal-based planning, risk management, and estate planning are offered through a qualified team that adopts a client-centric approach. Personalized advice is provided to ensure portfolios are customized and monitored effectively, with an emphasis on tax optimization and NRI support. The company operates under regulatory guidelines, emphasizing that investments carry market risks and past performance is not guaranteed. Located in Chennai, these services are designed to support long-term financial journeys.

  • Employees 1
  • Sectors
    Financial Services
    Business Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website pearlwisefin.com
  • Legal Name Pearlwisefin Serv Pvt Ltd
  • Date of Incorporation 22 Sep, 2022
  • Jurisdiction Chennai, Tamil Nadu, India
Key Metrics
  • Indian entity revenue
    ₹46.7 Lakh

    FY 2025 · +51% YoY

  • Indian entity net profit
    ₹1.3 Lakh

    FY 2025 · 3% margin

  • Indian entity EBITDA
    ₹6.8 Lakh

    FY 2025 · 15% margin

  • Employee Count
    1

Products & Services of Pearl Wise Fin

Pearl Wise Fin offers a comprehensive portfolio of products and services, including Wealth Management and Tax Planning.

Wealth Management
Financial Services

Wealth management and investment services are provided to build healthy portfolios and achieve financial goals.

Tax Planning
Financial Advisory

Tax planning services are offered to optimize tax liabilities and support overall financial strategies.

Board of directors of Pearlwisefin Serv Private Limited (Pearl Wise Fin)

Pearlwisefin Serv Private Limited is the primary company behind Pearl Wise Fin. The board of Pearlwisefin Serv Private Limited currently have 2 directors; the longest-serving is Muthuthandavan Aravind, appointed in 2022.

DirectorDesignationAppointedTenureEntity
Muthuthandavan Aravind
DIN 09746120
Director22 Sep 20224 yrs 1 moPearlwisefin Serv Private Limited
Shanmugam Mahalakshmi
DIN 09746121
Director22 Sep 20224 yrs 1 moPearlwisefin Serv Private Limited

Financials of Pearl Wise Fin

Figures of Pearlwisefin Serv Private Limited, the primary company behind Pearl Wise Fin, for FY 2025. Revenue was ₹46.7 Lakh (+51% year on year). Net profit was ₹1.3 Lakh (3% margin). EBITDA was ₹6.8 Lakh (15% margin).

  • ₹46.7 LakhRevenue · FY 2025 · +51% YoY
  • ₹1.3 LakhNet profit · 3% margin
  • ₹6.8 LakhEBITDA · 15% margin
  • ₹5 LakhPaid-up capital

Balance sheet, profit and loss, cash flow and ratios of Pearlwisefin Serv Private Limited are on its company page.

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Frequently Asked Questions about Pearl Wise Fin

Pearl Wise Fin has 1 employees.

The primary company behind Pearl Wise Fin, Pearlwisefin Serv Private Limited, reported revenue of β‚Ή46.7 Lakh for FY 2025, up 51% year on year.

Pearl Wise Fin is known for delivering financial planning and wealth management services that cater to individual needs. Services such as goal-based planning, risk management, and estate planning are offered through a qualified team that adopts a client-centric approach. Personalized advice is provided to ensure portfolios are customized and monitored effectively, with an emphasis on tax optimization and NRI support. The company operates under regulatory guidelines, emphasizing that investments carry market risks and past performance is not guaranteed. Located in Chennai, these services are designed to support long-term financial journeys.

Pearl Wise Fin offers Wealth Management and Tax Planning.

Pearl Wise Fin operates through Pearlwisefin Serv Private Limited.

The legal entities of Pearl Wise Fin currently have 2 directors, including Muthuthandavan Aravind, Shanmugam Mahalakshmi.

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