About WealthReserv Financial
WealthReserv Financial is a Financial Services company based in Delhi (India) founded in 2021. Corporate financial advisory firm. It operates on a Investment Banks model. The company has 1 employees. Its Indian entity Wealthreserv Financials Private Limited reported revenue of ₹50.8 Lakh. WealthReserv Financial offers products and services including WealthReserv Financial Platform. Its focus areas include Investment Banks, Investment Industry, IBs and Companies.
Company details
WealthReserv Financial, based in Delhi, focuses on offering financial products and advice, investment banks, investment banks, and investment industry. Corporate financial advisory firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Delhi, India
- Employees 1
- SectorsFinancial Services
- Website wealthreserv.com
- Legal Name Wealthreserv Financial Private Limited
- Date of Incorporation 26 Aug, 2021
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹50.8 Lakh
FY 2025 · +305% YoY
- Net Profit₹11.5 Lakh
FY 2025 · 23% margin
- EBITDA₹13.1 Lakh
FY 2025 · 26% margin
- Employee Count1
Associated legal entities of WealthReserv Financial
WealthReserv Financial operates through Wealthreserv Financials 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 |
|---|---|---|---|---|---|---|---|
| Wealthreserv Financials Private Limited CIN U65990DL2021PTC385669 | Active | 26 Aug 2021 | New Delhi, Delhi | ₹0.5 Cr | 2 | View details |
Products & Services of WealthReserv Financial
WealthReserv Financial offers a comprehensive portfolio of products and services, including WealthReserv Financial Platform.
Corporate financial advisory firm
Board of directors of Wealthreserv Financials Private Limited (WealthReserv Financial)
Wealthreserv Financials Private Limited is the primary company behind WealthReserv Financial. The board of Wealthreserv Financials Private Limited currently have 2 directors; the longest-serving is Kunal Khatri, appointed in 2021. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Kunal Khatri DIN 08323483 | Director | 26 Aug 2021 | 5 yrs 2 mo | Wealthreserv Financials Private Limited |
| Harish Ram Koli DIN 09634060 | Director | 14 Jun 2022 | 4 yrs 5 mo | Wealthreserv Financials Private Limited |
People of WealthReserv Financial
1 people are tracked at WealthReserv Financial (1 in leadership); the tracked headcount is 1.
| Name | Role | Group |
|---|---|---|
| Founding Member | Leadership |
Complete people profiles for WealthReserv Financial
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- Full employee list
- Team structure
- Board tenure
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Verified entity values are shown only after access is granted.
Financials of WealthReserv Financial
Figures of Wealthreserv Financials Private Limited, the primary company behind WealthReserv Financial, for FY 2025. Revenue was ₹50.8 Lakh (+305% year on year). Net profit was ₹11.5 Lakh (23% margin). EBITDA was ₹13.1 Lakh (26% margin). Revenue has grown at a compounded annual rate of +48% over three years.
- ₹50.8 LakhRevenue · FY 2025 · +305% YoY
- ₹11.5 LakhNet profit · 23% margin
- ₹13.1 LakhEBITDA · 26% margin
- ₹1 LakhPaid-up capital
- +48%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Wealthreserv Financials Private Limited are on its company page.
Detailed financial statements for WealthReserv Financial
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 Investment Banks
2 companies that operate in the same segment as WealthReserv Financial (Investment Banks) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 105.56 M | USD 150.56 M | 398 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about WealthReserv Financial
WealthReserv Financial was founded in 2021.
WealthReserv Financial is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
WealthReserv Financial has 1 employees.
The primary company behind WealthReserv Financial, Wealthreserv Financials Private Limited, reported revenue of ₹50.8 Lakh for FY 2025, up 305% year on year.
WealthReserv Financial, based in Delhi, focuses on offering financial products and advice, investment banks, investment banks, and investment industry. Corporate financial advisory firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
WealthReserv Financial offers WealthReserv Financial Platform.
WealthReserv Financial operates through Wealthreserv Financials Private Limited.
The legal entities of WealthReserv Financial currently have 2 directors, including Harish Ram Koli, Kunal Khatri.