MSME (Udyam registered) Ministry of MSME
- Category
- Small (2024-25)
- Udyam number
- UDYAM-KR-03-0010399
Capitalmind Financial Services Private Limited - financial services in Bangalore, Karnataka, India. FY 2026 financials & compliance.
Revenue · FY 2026
₹29.94 Cr
▼ 16% YoY
Net loss · FY 2026
₹17.87 Cr
Net margin -59.7%
EBITDA · FY 2026
-₹16.28 Cr
EBITDA margin -54.4%
Authorised capital
₹65.51 Cr
Registered with MCA
Paid-up capital
₹59.15 Cr
Issued & subscribed
Company age
12 yrs
Est. 2014
Employees · EPFO
17
Provident fund records
Directors on board
2
As per MCA filings
About Capitalmind Financial Services Private Limited
Data last updated:
Capitalmind Financial Services Private Limited is a private limited company based in Bangalore, Karnataka, India. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 26 August 2014 and has been in existence for over 12 years.
The company is registered with the Registrar of Companies (ROC), Bangalore, under CIN U64990KA2014PTC076018. Its GSTIN is 29AABCW5619D1ZA (Karnataka). The company holds 2 GST registrations, all of them active.
The company has an authorised share capital of ₹65.51 Cr and a paid-up capital of ₹59.15 Cr. It was formerly known as Wizemarkets Analytics Private Limited. It is led by directors Shray Chandra (Whole-Time Director) and Deepak Shenoy.
Its last annual general meeting (AGM) was held on 29 September 2025, and its latest financial statements are for the year ended 31 March 2026. The registered office is at #2323 Prakasharcade 17 Thcross 27 Thmain 1 Stsector Hsrlayout Bangalore – 5601, 02, Karnataka, India – 560102.
As per the financials filed for FY 2026, the company reported a revenue of ₹29.94 Cr, a decline of 16% compared to the previous year. For the same year it recorded a net loss of ₹17.87 Cr (net margin -59.7%) and EBITDA of -₹16.28 Cr (EBITDA margin -54.4%). Revenue has grown at a compounded annual rate (CAGR) of 12% over three years.
The company has about 17 employees on its provident fund (EPFO) records.
The company is associated with 2 brands: Capitalmind Wealth and Capitalmind. Court records list 4 cases involving the company, including 3 filed by the company and 1 filed against it; 3 cases are pending. The company has 8 deals on record (6 funding rounds, 2 secondary share transfers), with disclosed funding of ₹59.44 Cr; the latest was in August 2025.
Capitalmind Financial Services Private Limited is registered as a small enterprise under the Udyam registration framework (Reg. No. UDYAM-KR-03-0010399). The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website capitalmind.in.
Company details
CIN U64990KA2014PTC076018
Registration Number 076018
Incorporation Date 26 August 2014
ROC Bangalore
Listing Status Unlisted
Company Status Active
Date of Last AGM 29 September 2025
Date of Balance Sheet 31 March 2026
Compliance Status Active Compliant
MSME Classification Small
Udyam Registration UDYAM-KR-03-0010399
CIN history
Capitalmind Financial Services has one previous CIN (Corporate Identification Number): U74900KA2014PTC076018. The current CIN is U64990KA2014PTC076018, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U64990KA2014PTC076018 | Current |
| U74900KA2014PTC076018 | Previous |
Recognitions & Rankings of Capitalmind Financial Services
Contact details
Capitalmind Financial Services Private Limited's registered office is in Bangalore, Karnataka. Its website is capitalmind.in. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Registered Address#2323 Prakasharcade 17 Thcross 27 Thmain 1 Stsector Hsrlayout Bangalore – 5601, 02, Karnataka, India – 560102
- IndustryFinancial Services, Portfolio Management Services
To see the full contact details of Capitalmind Financial Services Private Limited, buy the company report.
Comprehensive company report
Capitalmind Financial Services Private Limited - one report that includes everything
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
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Brands
Capitalmind Financial Services operates two associated brands: Capitalmind Wealth and Capitalmind. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Portfolio management and investment services provided in India. | capitalmindwealth.com | |
| Analytics on Indian stocks, fixed income, and macroeconomics are offered. | capitalmind.in |
Business activity
The main business activities of Capitalmind Financial Services are financial and insurance activities and financial and insurance service. In detail, this covers financial service activities, except insurance and pension funding and fund management services. 2 activity segments are registered with the MCA.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance activities | 64 | Financial service activities, except insurance and pension funding | |
| K | Financial and insurance Service | K6 | Fund Management Services |
To see the full business activity and turnover split of Capitalmind Financial Services Private Limited, buy the company report.
Financials of Capitalmind Financial Services Private Limited
FY 2026 filings availableCapitalmind Financial Services Private Limited reported revenue of ₹29.94 Cr (down 16% YoY) for FY 2026.
Revenue · FY 2026
₹29.94 Cr ▼ 16%
Net loss · FY 2026
₹17.87 Cr margin -59.7%
EBITDA · FY 2026
-₹16.28 Cr margin -54.4%
Compounded Annual Growth Rate (CAGR)
Revenue CAGR growth
1 year
▼ 16%
3 years · compounded
▲ 12%
EBITDA CAGR growth
1 year
▼ 455%
Revenue fell 16% in the latest year, but over three years it has grown at a compounded annual rate (CAGR) of 12%. EBITDA fell 455% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|---|---|
| Profit and Loss Statement | |||||
| Revenue from Operations | |||||
| Other Income | |||||
| Total Revenue | ₹29.94 Cr | ||||
| Cost of Materials Consumed | |||||
| Employee Benefit Expense | |||||
| Finance Costs | |||||
| Depreciation and Amortisation | |||||
| Other Expenses | |||||
| Total Expenses | |||||
| EBITDA | -₹16.28 Cr | ||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | -₹17.87 Cr | ||||
| Balance Sheet | |||||
| Share Capital | |||||
| Reserves and Surplus | |||||
| Net Worth (Total Equity) | |||||
| Long-term Borrowings | |||||
| Short-term Borrowings | |||||
| Trade Payables | |||||
| Total Liabilities | |||||
| Fixed Assets | |||||
| Investments | |||||
| Inventories | |||||
| Trade Receivables | |||||
| Cash and Bank Balance | |||||
| Total Assets | |||||
Financial Ratios
| Metrics | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | -54.4% | ||||
| Net Profit Margin | -59.7% | ||||
| Return on Equity (ROE) | |||||
| Return on Capital Employed (ROCE) | |||||
| Return on Assets (ROA) | |||||
| Liquidity and Debt | |||||
| Current Ratio | |||||
| Quick Ratio | |||||
| Debt-to-Equity Ratio | |||||
| Interest Coverage Ratio | |||||
| Efficiency and Growth | |||||
| Asset Turnover | |||||
| Receivable Days | |||||
| Payable Days | |||||
| Inventory Days | |||||
| Revenue Growth | |||||
| Net Profit Growth | |||||
To see the full financial statements and ratios of Capitalmind Financial Services Private Limited, buy the company report.
Board of directors of Capitalmind Financial Services Private Limited
Capitalmind Financial Services has 2 current directors and 7 former directors. Current directors are listed first, with their designation and appointment date.
Current Directors
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Deepak Shenoy Also directs: Pepptalk LLP, Capitalmind Research LLP, Capitalmind Technology Solutions Private Limited and 2 more | Director | 26 Aug 2014 | 12 Years 2 Months | Current |
| Shray Chandra Also directs: Capitalmind Research LLP, Capitalmind Technology Solutions Private Limited, Convergery Corporation India LLP and 1 more | Whole-Time Director | 23 Jan 2017 | 9 Years 9 Months | Current |
Auditor
Capitalmind Financial Services Private Limited is audited by V M V H AND CO LLP for the financial year 2026.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| V M V H AND CO LLP | FY 2026 | S200367 |
Shareholding
The shareholding of Capitalmind Financial Services Private Limited is on record for 5 financial years, the latest being FY 2025, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of Capitalmind Financial Services Private Limited, buy the company report.
Deals & funding
Capitalmind Financial Services Private Limited has 8 deals on record (6 funding rounds, 2 secondary share transfers), with disclosed funding of ₹59.44 Cr; the latest was in August 2025.
Total deals
8
Funding rounds
6
Secondary share transfers
2
Disclosed funding
₹59.44 Cr
Deals on record (5 of 8)
| When | Deal | Amount | Parties |
|---|---|---|---|
| Aug 2025 | Funding round | Undisclosed | Investors: Rainmatter Ventures |
| Mar 2021 | Funding round | ₹49.5 Cr | Investors: an individual |
| Dec 2020 | Secondary share transfer | Undisclosed | Buyer: an individual Seller: an individual |
| Jul 2019 | Funding round | ₹3 Cr | Investors: an individual |
| Dec 2016 | Secondary share transfer | Undisclosed | Buyer: an individual Seller: 4 individuals |
To see the full deal history of Capitalmind Financial Services Private Limited, buy the company report.
Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.
Legal cases
Capitalmind Financial Services Private Limited has 4 court cases on record: 3 filed by Capitalmind Financial Services, 1 filed against it. 3 cases are pending and 1 is disposed.
Total cases
4
Filed by the company
3
Filed against the company
1
Pending
3
Disposed
1
Cases by court
| Court | Cases | Against the company | Pending |
|---|---|---|---|
| District courts | 3 | 1 | 2 |
| High courts | 1 | 0 | 1 |
Cases on record (4 of 4)
| Court | Type of case | Party | Status |
|---|---|---|---|
| District court, BENGALURU, Karnataka | Court case (Com.O.S.) | Filed by the company against Capitalminds Consultancy Private Limited | Pending |
| District court, BENGALURU, Karnataka | Court case (Com.Misc.) | Filed by the company against Capitalminds Consultancy Private Limited | Pending |
| High Court of Delhi | Court case (O.M.P. (COMM)) | Filed by the company against Capitalminds Consultancy Private Limited | Pending |
| District court, New Delhi, Delhi | Criminal case | Filed against the company by an individual | Disposed |
To see the full case history of Capitalmind Financial Services Private Limited, buy the company report.
Case records are compiled from court listings and may lag the court's own records. A case filed against a company is not a finding against it.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Capitalmind Financial Services Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
Employees & EPFO
Capitalmind Financial Services Private Limited has a workforce of 17 employees on its EPFO records as of Jan 14, 2025, across 1 active EPFO establishment.
Employee count
17
Active EPFO establishments
1
Employee growth
21.43%
GST
Capitalmind Financial Services has 2 GST registrations: 2 active.
Total GSTINs
2
Active
2
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 29AABCW5619D1ZA | Karnataka | Active | 01 Jul 2017 |
| 24AABCW5619D1ZK | Gujarat | Active | 03 Apr 2024 |
To see the full GST registrations and return filing status of Capitalmind Financial Services Private Limited, buy the company report.
Recent activity
Capitalmind Financial Services Private Limited has 7 board changes on record since 2014: 2 appointments and 5 cessations. The latest: Deepak Shenoy ceased to be Director on 02 Mar 2023.
Filing
Capitalmind Financial Services Private Limited has filed its annual Financial statements for the year ended 31 Mar 2026 with Roc Bangalore.
AGM
Capitalmind Financial Services Private Limited last Annual general meeting of members was held on 29 Sep 2025 as per latest MCA records.
Ceased
Deepak Shenoy ceased to be Director.
Ceased
Sunila Munjal ceased to be Director.
Ceased
Shray Chandra ceased to be Additional Director.
Ceased
Raghu Nareshkumar Vohra ceased to be Director.
Ceased
Rohit Ratnakar Shenoy ceased to be Director.
Appointed
Shray Chandra was appointed as Whole-Time Director.
Appointed
Deepak Shenoy was appointed as Director.
Incorporation
26 Aug 2014
Capitalmind Financial Services Private Limited was registered on 26 Aug 2014 with Roc Bangalore & aged 12 years 2 months as per MCA records.
News
Frequently asked questions
Capitalmind Financial Services is an active private limited company based in Bangalore, Karnataka, India. The company works in portfolio management services, within the financial services industry. It was incorporated on 26 August 2014 (12+ years old) and is registered under CIN U64990KA2014PTC076018.
Capitalmind Financial Services has 2 current directors:
- Shray Chandra - Whole-Time Director
- Deepak Shenoy - Director
The latest financial statements of Capitalmind Financial Services on record with the MCA are for the year ended 31 March 2026. Its last annual general meeting was held on 29 September 2025. Year-wise statements from 2015 are in the company report.
The GSTIN of Capitalmind Financial Services is 29AABCW5619D1ZA, registered in Karnataka. The company has 2 GST registrations in all, of which 2 are active. Other active GSTINs include 24AABCW5619D1ZK (Gujarat).
The CIN (Corporate Identification Number) of Capitalmind Financial Services is U64990KA2014PTC076018. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Capitalmind Financial Services has 4 court cases on record: 3 filed by the company and 1 filed against it. 3 are pending. Most are in the district courts.
Capitalmind Financial Services was incorporated on 26 August 2014, making it 12+ years old. It is registered with the Registrar of Companies, Bangalore.
Capitalmind Financial Services has 8 deals on record (6 funding rounds, 2 secondary share transfers), with disclosed funding of ₹59.44 Cr; the latest was in August 2025.
Deepak Shenoy ceased to be Director on 02 Mar 2023. Sunila Munjal ceased to be Director on 31 Mar 2020. Shray Chandra ceased to be Additional Director on 30 Sep 2017. Capitalmind Financial Services has 7 board changes on record in total.
Yes, Capitalmind Financial Services is registered as a small enterprise under Udyam registration (number: UDYAM-KR-03-0010399).
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