About Wilson Financial Serv
Wilson Financial Serv is a Financial Services company based in Mumbai (India) founded in 2017. Provider of financial services. It operates on a Investment Consultants model. Its Indian entity Wilson Financial Services Private Limited reported revenue of ₹2.11 Cr. Wilson Financial Serv offers products and services including Wilson Financial Serv Platform. Its focus areas include Investment Consultants and Investment Industry.
Company details
Wilson Financial Serv provider of financial services, focusing on offering financial products and advice, investment consultants, investment consultants, and investment industry. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Website wilsonfinserv.com
- Legal Name Wilson Financial Services Private Limited
- Date of Incorporation 11 Jan, 2018
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹2.11 Cr
FY 2025 · -10% YoY
- Net Loss-₹71.5 Lakh
FY 2025 · -34% margin
- EBITDA-₹8.5 Lakh
FY 2025 · -4% margin
Associated legal entities of Wilson Financial Serv
Wilson Financial Serv operates through Wilson Financial Services 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 |
|---|---|---|---|---|---|---|---|
| Wilson Financial Services Private Limited CIN U74999MH2018PTC303975 | Active | 11 Jan 2018 | Mumbai, Maharashtra | ₹2.1 Cr | 3 | View details |
Products & Services of Wilson Financial Serv
Wilson Financial Serv offers a comprehensive portfolio of products and services, including Wilson Financial Serv Platform.
Provider of financial services
Board of directors of Wilson Financial Services Private Limited (Wilson Financial Serv)
Wilson Financial Services Private Limited is the primary company behind Wilson Financial Serv. The board of Wilson Financial Services Private Limited currently have 2 directors; the longest-serving is Vasant Maheswari, appointed in 2024. 11 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vasant Maheswari DIN 09102076 | Additional Director | 25 Mar 2024 | 2 yrs 7 mo | Wilson Financial Services Private Limited |
| Vivek Phumra DIN 02485366 | Additional Director | 25 Mar 2024 | 2 yrs 7 mo | Wilson Financial Services Private Limited |
Financials of Wilson Financial Serv
Figures of Wilson Financial Services Private Limited, the primary company behind Wilson Financial Serv, for FY 2025. Revenue was ₹2.11 Cr (-10% year on year). Net loss was -₹71.5 Lakh (-34% margin). EBITDA was -₹8.5 Lakh (-4% margin). Revenue has grown at a compounded annual rate of -43% over three years and -68% over five years.
- ₹2.11 CrRevenue · FY 2025 · -10% YoY
- -₹71.5 LakhNet loss · -34% margin
- -₹8.5 LakhEBITDA · -4% margin
- ₹15.00 CrPaid-up capital
- -43%Revenue CAGR, 3 years
- -68%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wilson Financial Services Private Limited are on its company page.
Detailed financial statements for Wilson Financial Serv
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 Investment Banks
2 companies that operate in the same segment as Wilson Financial Serv (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 Wilson Financial Serv
Wilson Financial Serv was founded in 2017.
Wilson Financial Serv is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind Wilson Financial Serv, Wilson Financial Services Private Limited, reported revenue of ₹2.11 Cr for FY 2025, down 10% year on year.
Wilson Financial Serv provider of financial services, focusing on offering financial products and advice, investment consultants, investment consultants, and investment industry. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
Wilson Financial Serv offers Wilson Financial Serv Platform.
Wilson Financial Serv operates through Wilson Financial Services Private Limited.
The legal entities of Wilson Financial Serv currently have 3 directors, including Vasant Maheswari, Maitri Saurabh Shah, Vivek Phumra.