About Saksham Wealth
Saksham Wealth is a Financial Services company based in Gurugram (India). Financial planning and investment advisory services are provided by Saksham Wealth. Its Indian entity Saksham Wealth Private Limited reported revenue of ₹2.49 Cr. Saksham Wealth offers products and services including Funds for Wealth Creation and Funds for Retirement Planning. Its focus areas include Tax and Estate Planning, Financial Planning, Retirement and Education Funds and Wealth Management.
Company details
Saksham Wealth is identified as a financial services provider that offers investment advisory and planning tools for wealth creation, retirement, education, tax savings, and estate planning. The company is supported by experienced professionals whose expertise in finance and taxation is evident through contributions to media and lectures. Client testimonials indicate that personalized and trustworthy services have been delivered over the years, emphasizing risk disclosures and mutual fund management. This approach is maintained through AMFI registration and operational guidelines, ensuring balanced financial strategies are implemented for clients.
- Headquarters Gurugram, India
- SectorsFinancial Services
- Email••••••••
- Website sakshamgroup.com
- Legal Name Saksham Wealth Private Limited
- Date of Incorporation 14 Jun, 2005
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹2.49 Cr
FY 2024 · +29% YoY
- Net Loss-₹1.1 Lakh
FY 2024 · 0% margin
- EBITDA₹9 Lakh
FY 2024 · 4% margin
Associated legal entities of Saksham Wealth
Saksham Wealth operates through Saksham Wealth Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Saksham Wealth Private Limited CIN U67120DL2005PTC137578 | Active | 14 Jun 2005 | New Delhi, Delhi | ₹2.5 Cr | 2 | View details |
Products & Services of Saksham Wealth
Saksham Wealth offers a comprehensive portfolio of products and services, including Funds for Wealth Creation and Funds for Retirement Planning.
Funds for wealth creation are provided to support opportunities in investments, drawing from economic fundamentals and market strategies.
Funds for retirement planning are offered to achieve long-term financial freedom, focusing on strategies that align with individual aspirations.
Board of directors of Saksham Wealth Private Limited (Saksham Wealth)
Saksham Wealth Private Limited is the primary company behind Saksham Wealth. The board of Saksham Wealth Private Limited currently have 2 directors; the longest-serving is Sameer Rastogi, appointed in 2005. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sameer Rastogi DIN 01241700 | Whole-time director | 14 Jun 2005 | 21 yrs 4 mo | Saksham Wealth Private Limited |
| Sonika Rastogi DIN 02705362 | Whole-time director | 04 Jul 2009 | 17 yrs 4 mo | Saksham Wealth Private Limited |
Financials of Saksham Wealth
Figures of Saksham Wealth Private Limited, the primary company behind Saksham Wealth, for FY 2024. Revenue was ₹2.49 Cr (+29% year on year). Net loss was -₹1.1 Lakh (0% margin). EBITDA was ₹9 Lakh (4% margin). Revenue has grown at a compounded annual rate of +33% over three years and +18% over five years.
- ₹2.49 CrRevenue · FY 2024 · +29% YoY
- -₹1.1 LakhNet loss · 0% margin
- ₹9 LakhEBITDA · 4% margin
- ₹1 LakhPaid-up capital
- +33%Revenue CAGR, 3 years
- +18%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Saksham Wealth Private Limited are on its company page.
Detailed financial statements for Saksham Wealth
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.
Top companies in Private Equity Funds
2 companies that operate in the same segment as Saksham Wealth (Private Equity Funds) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Private equity firm and fund of funds focused on multiple sectors | 2020 | India | USD 238.01 M | 969 | ||
Provides mutual fund investments, SIP options, and financial planning services online. | 2009 | Mumbai, Maharashtra, India | USD 18.21 B | 104,453 |
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Frequently Asked Questions about Saksham Wealth
Saksham Wealth is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
The primary company behind Saksham Wealth, Saksham Wealth Private Limited, reported revenue of ₹2.49 Cr for FY 2024, up 29% year on year.
Saksham Wealth is identified as a financial services provider that offers investment advisory and planning tools for wealth creation, retirement, education, tax savings, and estate planning. The company is supported by experienced professionals whose expertise in finance and taxation is evident through contributions to media and lectures. Client testimonials indicate that personalized and trustworthy services have been delivered over the years, emphasizing risk disclosures and mutual fund management. This approach is maintained through AMFI registration and operational guidelines, ensuring balanced financial strategies are implemented for clients.
Saksham Wealth offers Funds for Wealth Creation and Funds for Retirement Planning.
Saksham Wealth operates through Saksham Wealth Private Limited.
The legal entities of Saksham Wealth currently have 2 directors, including Sonika Rastogi, Sameer Rastogi.