Capvest Wealth Management Services Private Limited - Company Profile

It is a financial services private limited company based in Ernakulam, Kerala, India, established in 2004.
2004 Ernakulam, Kerala, India Active
Last Updated:
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About Capvest Wealth Management Services Private Limited

Capvest Wealth Management Services Private Limited, a active private limited company, was established on 17 December 2004 in Ernakulam, Kerala, India. Engaging in brokerage & trading services within the financial services sector, it holds CIN: U74999KL2004PTC017699. Registered under ROC Roc Ernakulam. it is unlisted. It has an authorized capital of ₹0.10 M and a paid-up capital of ₹0.10 M.

It upholds a compliant status. Its leadership includes Ammu (Director), Devi Ajit (Director). Past directors included Sreekumar Madhavan, Choolakkal Subramanian Rajeev. It holds ₹1.50 Cr open charges and ₹2.10 M settled loans. Its latest AGM occurred on 30 September 2025, with the balance sheet filed on 31 March 2025. It is based at Shalom Changapuzha Nagar P O, Ernakulam, Kerala, 682037.

Company Details
  • Email
    **********
  • Telephone

    +91-XXXXXXXXXX

  • Website
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  • Social Media
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  • Apps
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Company Details

  • CIN/LLPIN

    U74999KL2004PTC017699

  • Registration Number

    017699

  • Incorporation Date

    17 December 2004

  • Authorized Capital

    ₹0.10 M

  • Paid-Up Capital

    ₹0.10 M

  • ROC Code

    Roc Ernakulam

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 0.10 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 21 Year, 2 Months
  • Last Filing with ROC 31 Mar 2025
  • Open Charges ₹ 1.50 Cr
  • Satisfied Charges ₹ 2.10 M
  • Revenue Growth **** %
  • Profit Growth **** -56.82%
  • Ebitda **** -39.71%
  • Net Worth -1.84%
  • Total Assets **** %
Company report

Capvest Wealth Management Services Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Capvest Wealth Management Services Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

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Who are the key members and board of directors at Capvest Wealth Management Services Private Limited?
Current Directors
Name Designation Appointment Date Status
Ammu Director 21 Jan 2008 Current
Devi Ajit Director 21 Jan 2008 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Director 24 Dec 2019 Past
Pramod Abcsdd Director 26 Oct 2008 Past

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Financial Performance of Capvest Wealth Management Services.

Capvest Wealth Management Services Private Limited, for the financial year ended 2019, experienced no change in revenue, with a 0% increase. The company also saw a substantial fall in profitability, with a 56.82% decrease in profit. The company's net worth dipped by a decrease of 1.84%.

Capvest Wealth Management Services revenue growth over time
Capvest Wealth Management Services profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023) YOY Growth
(FY 2022) (FY 2021) (FY 2020) (FY 2019)
Total Revenue
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Revenue from Operations
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Total Assets
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Profit or Loss
*******
 -56.82%
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Net Worth
*******
 -1.84%
*******
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EBITDA
*******
 -39.71%
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What is the Ownership and Shareholding Structure of Capvest Wealth Management Services?

In 2018, Capvest Wealth Management Services had a promoter holding of 100.00%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Pattern (FY 2024)
shareholding
  • Promoters: 92.83%
  • Public: 4.10%
  • Others: 3.07%
Shareholding Pattern over the Year
FY (2024) FY (2023) FY (2022) FY (2021) FY (2020)
Promoters 92.83 94.62 94.55 94.55 94.55
Public 4.10 3.89 3.95 3.96 3.98
Others 3.07 1.49 1.50 1.49 1.47

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Charges (Loans)
Open Charges

₹15,000,000.00

Satisfied Charges

₹2,100,000.00

Charges Breakdown by Lending Institutions
  • Tata Capital Housing Finance Limited : 1.50 Cr
Latest Charge Details
Date Lender Amount Status
10 May 2016 Tata Capital Housing Finance Limited ₹1.50 Cr Open
22 Dec 2011 Kerala State Financial Enterprises Ltd ₹2.10 M Satisfied

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How Many Employees Work at Capvest Wealth Management Services?

Unlock and access historical data on people associated with Capvest Wealth Management Services, such as employment history, contributions to the Employees' Provident Fund Organization (EPFO), and related information.

Employee Date Number of Employees
2020 78,000
2021 80,500
2022 83,200
2023 86,000
2024 89,500
2025 92,000
Deals i
Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Capvest Wealth Management Services, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Capvest Wealth Management Services's trajectory.

Rating
Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts
Alert Indicator

Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

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Latest Updates, News, and FAQs on Capvest Wealth Management Services
Recent Activity within the Organization
  • Annual General Meeting

    Capvest Wealth Management Services Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records. was recorded as a recent event.

  • Balance Sheet

    The activity Capvest Wealth Management Services Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Ernakulam. was completed.

  • Charges

    The activity A charge with Tata Capital Housing Finance Limited amounted to Rs. 15.00 M with Charge ID 100041465 was registered on 10 May 2016. was completed.

  • Charges

    Progress on A charge registered on 22 Dec 2011 via Charge ID 10323890 with Kerala State Financial Enterprises Ltd was fully satisfied on 07 May 2015. was documented.

  • Charges

    The activity A charge with Kerala State Financial Enterprises Ltd amounted to Rs. 2.10 M with Charge ID 10323890 was registered on 22 Dec 2011. was completed.

  • Director Appointment

    Progress on Ammu was appointed as a Director was appointed as a Director on 21 Jan 2008 & has been associated with this company since 18 years 30 days . was documented.

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Frequently Asked Questions
What is the CIN of Capvest Wealth Management Services Private Limited?

The CIN of Capvest Wealth Management Services Private Limited is U74999KL2004PTC017699.

Where is Capvest Wealth Management Services Private Limited headquartered?

Capvest Wealth Management Services Private Limited is headquartered at Shalom Changapuzha Nagar P O, Ernakulam, Kerala, 682037.

When was Capvest Wealth Management Services Private Limited incorporated?

Capvest Wealth Management Services Private Limited was incorporated on 17 December 2004.

Who are the current directors of Capvest Wealth Management Services Private Limited?

The current directors of Capvest Wealth Management Services Private Limited are

What is the primary industry of Capvest Wealth Management Services Private Limited?

The primary industry of Capvest Wealth Management Services Private Limited is Financial Services.

Is Capvest Wealth Management Services Private Limited a listed company?

Capvest Wealth Management Services Private Limited is unlisted.

What is the capital structure of Capvest Wealth Management Services Private Limited?

The authorized capital of Capvest Wealth Management Services Private Limited is ₹0.10 M, and the paid-up capital is ₹0.10 M.

What is the compliance status of Capvest Wealth Management Services Private Limited?

The compliance status of Capvest Wealth Management Services Private Limited is Compliant.

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