About Ultimate Wealth
Ultimate Wealth is a Financial Services company based in Bengaluru (India) founded in 2007 by Sridharan L. It provides wealth management services, including portfolio advisory and planning. It operates on a B2C model. The company has 23 employees. Its Indian entity Ultimate Wealth Private Limited reported revenue of ₹6.07 Cr. Its focus areas include Finance, Wealth Management, Investment Advisory and Portfolio Planning. Its competitors include Muthoot Fincorp, Stratzy and Motilal Oswal Private Wealth; 1 of its 3 listed competitors has raised funding.
Company details
Ultimate Wealth, based in Bengaluru, focuses on finance, managing wealth portfolios, offering investment advisory, and portfolio planning. Provides wealth management services, including portfolio advisory and planning. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Bengaluru, India
- Employees 23
- Founders Sridharan L
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ultimatewealth.in
- Social Facebook
- Legal Name Ultimate Wealth Private Limited
- Date of Incorporation 23 Feb, 2007
- Jurisdiction Bengaluru, Karnataka, India
- Annual Revenue₹6.07 Cr
FY 2024 · +31% YoY
- Net Profit₹1.33 Cr
FY 2024 · 22% margin
- EBITDA₹1.89 Cr
FY 2024 · 31% margin
- Employee Count23
Associated legal entities of Ultimate Wealth
Ultimate Wealth operates through Ultimate 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 |
|---|---|---|---|---|---|---|---|
| Ultimate Wealth Private Limited CIN U67110KA2007PTC041877 | Active | 23 Feb 2007 | Bangalore, Karnataka | ₹6.1 Cr | 23 | 4 | View details |
Board of directors of Ultimate Wealth Private Limited (Ultimate Wealth)
Ultimate Wealth Private Limited is the primary company behind Ultimate Wealth. The board of Ultimate Wealth Private Limited currently have 3 directors; the longest-serving is Jayanthi Sridharan, appointed in 2007. 6 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Jayanthi Sridharan DIN 02427514 | Director | 23 Feb 2007 | 19 yrs 8 mo | Ultimate Wealth Private Limited |
| Lakshmi Narasimhan Sridharan DIN 01301164 | Managing Director | 23 Feb 2007 | 19 yrs 8 mo | Ultimate Wealth Private Limited |
| Venkat Kanduri Vardhan DIN 06969580 | Director | 10 Dec 2022 | 3 yrs 11 mo | Ultimate Wealth Private Limited |
People of Ultimate Wealth
1 people are tracked at Ultimate Wealth (1 in leadership); the tracked headcount is 23.
| Name | Role | Group |
|---|---|---|
Sridharan L | Founder, Managing Director | Leadership |
Complete people profiles for Ultimate Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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Verified entity values are shown only after access is granted.
Financials of Ultimate Wealth
Figures of Ultimate Wealth Private Limited, the primary company behind Ultimate Wealth, for FY 2024. Revenue was ₹6.07 Cr (+31% year on year). Net profit was ₹1.33 Cr (22% margin). EBITDA was ₹1.89 Cr (31% margin). Revenue has grown at a compounded annual rate of +37% over three years and +13% over five years.
- ₹6.07 CrRevenue · FY 2024 · +31% YoY
- ₹1.33 CrNet profit · 22% margin
- ₹1.89 CrEBITDA · 31% margin
- ₹28.2 LakhPaid-up capital
- 23Employees (provident fund records)
- +37%Revenue CAGR, 3 years
- +13%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Ultimate Wealth Private Limited are on its company page.
Detailed financial statements for Ultimate Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
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- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Competitors of Ultimate Wealth
Ultimate Wealth has 3 listed competitors in our database, 1 of them funded. They include Muthoot Fincorp, Stratzy and Motilal Oswal Private Wealth.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| muthootfincorp.com | 1887 | Thiruvananthapuram, India | 40,991 | Non-banking financial company specializes in providing a range of financial products & services | ||
| stratzy.in | 2021 | Mumbai, India | $800,000 | Provider of wealth management services | ||
| motilaloswalpwm.com | 2007 | Mumbai, India | 7,917 | Offers comprehensive wealth management services, including portfolio advisory and financial planning. |
Detailed competitors of Ultimate Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Verified entity values are shown only after access is granted.
Web traffic of Ultimate Wealth
The website of Ultimate Wealth (ultimatewealth.in) receives about 8.6K visits a month.
- Monthly visits8.6K
▲ 924.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Ultimate Wealth (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about Ultimate Wealth
Ultimate Wealth was founded in 2007.
Ultimate Wealth is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Ultimate Wealth has 23 employees.
The primary company behind Ultimate Wealth, Ultimate Wealth Private Limited, reported revenue of ₹6.07 Cr for FY 2024, up 31% year on year.
Ultimate Wealth, based in Bengaluru, focuses on finance, managing wealth portfolios, offering investment advisory, and portfolio planning. Provides wealth management services, including portfolio advisory and planning. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Ultimate Wealth's top competitors include Stratzy, Muthoot Fincorp and Motilal Oswal Private Wealth.
Ultimate Wealth operates through Ultimate Wealth Private Limited.
The legal entities of Ultimate Wealth currently have 3 directors, including Jayanthi Sridharan, Venkat Kanduri Vardhan, Lakshmi Narasimhan Sridharan.