About UpperCrust Wealth Private Limited
UpperCrust Wealth Private Limited is a Financial Services company based in Vadodara (India). Wealth management services are delivered through a private limited company structure. The company has 15 employees. Its Indian entity Uppercrust Wealth Private Limited reported revenue of ₹4.96 Cr. UpperCrust Wealth Private Limited offers products and services including Wealth Management and Investment Advisory. Its focus areas include Finance, Wealth Management, Investment Services and Private Equity.
Company details
UpperCrust Wealth Private Limited is identified as a financial entity that specializes in wealth management services. These services are delivered to clients through structured investment strategies and advisory support, ensuring that financial assets are managed effectively. The company operates under a private limited framework, where decisions are made to maintain regulatory compliance and client confidentiality. Activities are focused on B2B interactions, with an emphasis on professional financial planning. Overall, its operations are noted for providing essential support in the finance sector, drawing from established practices in investment handling. This entity is recognized for its role in asset management, where expertise is applied to meet client requirements without promotional intent.
- Headquarters Vadodara, India
- Employees 15
- SectorsFinancial Services
- Legal Name Uppercrust Wealth Private Limited
- Date of Incorporation 26 Apr, 2021
- Jurisdiction Vadodara, Gujarat, India
- Annual Revenue₹4.96 Cr
FY 2025 · +44% YoY
- Net Profit₹86.6 Lakh
FY 2025 · 17% margin
- EBITDA₹1.22 Cr
FY 2025 · 25% margin
- Employee Count15
Associated legal entities of UpperCrust Wealth Private Limited
UpperCrust Wealth Private Limited operates through Uppercrust Wealth Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Uppercrust Wealth Private Limited CIN U67100GJ2021PTC122268 | Active | 26 Apr 2021 | Vadodara, Gujarat | ₹5.0 Cr | 15 | 5 | View details |
Products & Services of UpperCrust Wealth Private Limited
UpperCrust Wealth Private Limited offers a comprehensive portfolio of products and services, including Wealth Management and Investment Advisory.
Wealth management services are offered to handle investments and financial planning for clients.
Investment advisory is provided to assist with asset allocation and risk assessment.
Board of directors of Uppercrust Wealth Private Limited (UpperCrust Wealth Private Limited)
Uppercrust Wealth Private Limited is the primary company behind UpperCrust Wealth Private Limited. The board of Uppercrust Wealth Private Limited currently have 5 directors; the longest-serving is Shaily D Pandya, appointed in 2021. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Shaily D Pandya DIN 09147189 | Director | 26 Apr 2021 | 5 yrs 6 mo | Uppercrust Wealth Private Limited |
| Falguni Manish Shah DIN 09147107 | Director | 26 Apr 2021 | 5 yrs 6 mo | Uppercrust Wealth Private Limited |
| Manish Hasmukhlal Shah DIN 00085683 | Director | 26 Apr 2021 | 5 yrs 6 mo | Uppercrust Wealth Private Limited |
| Durgesh Pandya DIN 02939283 | Director | 26 Apr 2021 | 5 yrs 6 mo | Uppercrust Wealth Private Limited |
| Yash Joshi DIN 09459697 | Director | 01 Sep 2022 | 4 yrs 1 mo | Uppercrust Wealth Private Limited |
Financials of UpperCrust Wealth Private Limited
Figures of Uppercrust Wealth Private Limited, the primary company behind UpperCrust Wealth Private Limited, for FY 2025. Revenue was ₹4.96 Cr (+44% year on year). Net profit was ₹86.6 Lakh (17% margin). EBITDA was ₹1.22 Cr (25% margin). Revenue has grown at a compounded annual rate of +86% over three years.
- ₹4.96 CrRevenue · FY 2025 · +44% YoY
- ₹86.6 LakhNet profit · 17% margin
- ₹1.22 CrEBITDA · 25% margin
- ₹90 LakhPaid-up capital
- 15Employees (provident fund records)
- +86%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Uppercrust Wealth Private Limited are on its company page.
Detailed financial statements for UpperCrust Wealth Private Limited
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
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Top companies in Private Equity Funds
2 companies that operate in the same segment as UpperCrust Wealth Private Limited (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 | 93,874 |
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Frequently Asked Questions about UpperCrust Wealth Private Limited
UpperCrust Wealth Private Limited is headquartered in Vadodara, India. It is registered at Vadodara, Gujarat, India.
UpperCrust Wealth Private Limited has 15 employees.
The primary company behind UpperCrust Wealth Private Limited, Uppercrust Wealth Private Limited, reported revenue of ₹4.96 Cr for FY 2025, up 44% year on year.
UpperCrust Wealth Private Limited is identified as a financial entity that specializes in wealth management services. These services are delivered to clients through structured investment strategies and advisory support, ensuring that financial assets are managed effectively. The company operates under a private limited framework, where decisions are made to maintain regulatory compliance and client confidentiality. Activities are focused on B2B interactions, with an emphasis on professional financial planning. Overall, its operations are noted for providing essential support in the finance sector, drawing from established practices in investment handling. This entity is recognized for its role in asset management, where expertise is applied to meet client requirements without promotional intent.
UpperCrust Wealth Private Limited offers Wealth Management and Investment Advisory.
UpperCrust Wealth Private Limited operates through Uppercrust Wealth Private Limited.
The legal entities of UpperCrust Wealth Private Limited currently have 5 directors, including Shaily D Pandya, Falguni Manish Shah, Manish Hasmukhlal Shah and others.