About Capwise Financial Services Private Limited
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Capwise Financial Services Private Limited is a private limited company based in Mumbai, Maharashtra, India, recognised as a startup by DPIIT. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 08 October 2020 and has been in existence for over 6 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U65990MH2020PTC347430. Its GSTIN is 27AAJCC0252C1Z5 (Maharashtra). The company holds 2 GST registrations, of which 1 is active.
The company has an authorised share capital of ₹1 Cr and a paid-up capital of ₹1 Cr. It is led by directors including Jibendu Narayan Misra and Abhilasha Maheshwari.
Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Mumbai, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹26.05 Cr, a growth of 55% compared to the previous year. For the same year it recorded a net profit of ₹8.48 Cr (net margin 32.6%) and EBITDA of ₹11.99 Cr (EBITDA margin 46%). Revenue has grown at a compounded annual rate (CAGR) of 3% over three years.
The company has about 32 employees on its provident fund (EPFO) records. Its group structure includes 3 subsidiaries.
The company is associated with 1 brand: Capwise.
For more details, the company can be reached via its website capwisefin.com.
- EmailLocked
- TelephoneLocked
- Website
- Social Media
- Registered AddressB – 3402 Oberoi Woods Chs Mohan Ghokle Marg Opp. Western Express Highway Goregaon (E, ), Mumbai, Maharashtra, India – 400063
- IndustryFinancial Services, Diversified Financial Services
- 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
- One PDF report, delivered after checkout
Business Activity of Capwise Financial Services Private Limited
The main business activity of Capwise Financial Services is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
Business activity turnover details
Turnover share and past changes in activity are in the company report.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Financials of Capwise Financial Services Private Limited FY 2025 filings available
Capwise Financial Services Private Limited reported revenue of ₹26.05 Cr (up 55% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR) of Capwise Financial Services Private Limited
Revenue has grown at a compounded annual rate (CAGR) of 3% over three years, including 55% growth in the latest year. EBITDA rose 48% 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 of Capwise Financial Services Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profit and Loss Statement | |||||
| Revenue from Operations | •••• | •••• | •••• | •••• | •••• |
| Other Income | •••• | •••• | •••• | •••• | •••• |
| Total Revenue | •••• | •••• | •••• | •••• | •••• |
| Cost of Materials Consumed | •••• | •••• | •••• | •••• | •••• |
| Employee Benefit Expense | •••• | •••• | •••• | •••• | •••• |
| Finance Costs | •••• | •••• | •••• | •••• | •••• |
| Depreciation and Amortisation | •••• | •••• | •••• | •••• | •••• |
| Other Expenses | •••• | •••• | •••• | •••• | •••• |
| Total Expenses | •••• | •••• | •••• | •••• | •••• |
| EBITDA | ₹11.99 Cr | •••• | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | ₹8.48 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 of Capwise Financial Services Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 46% | •••• | •••• | •••• | •••• |
| Net Profit Margin | 32.6% | •••• | •••• | •••• | •••• |
| 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 | •••• | •••• | •••• | •••• | •••• |
Paid data: the figures shown as dots are available after purchase of the company report. Figures as filed with the MCA in Form AOC-4. The full year-wise statements and ratios of Capwise Financial Services are in the company report.
Financial statements from FY 2021
Earlier years and trend charts are in the company report.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
Verified entity values are shown only after access is granted.
Peer Comparison of Capwise Financial Services Private Limited
Capwise Financial Services Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Other Financial Services). Net profit, margin and employee counts of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Sandeep Stocks Private Limited | ₹26.34 Cr (FY 2025) | •••• | •••• | -10.0% | •••• | Jaipur, Rajasthan, India |
| Lisa Finvest Pvt Ltd | ₹26.3 Cr (FY 2025) | •••• | •••• | -35.0% | •••• | Vadodara, Gujarat, India |
| Movva Securities Limited | ₹26.27 Cr (FY 2024) | •••• | •••• | 49.0% | •••• | Hydereabad, Telangana, India |
| Al-Huda Money Exchange Private Limited | ₹26.23 Cr (FY 2025) | •••• | •••• | -3.0% | •••• | Kozhikode, Kerala, India |
| Alagendran Nidhi Limited | ₹26.16 Cr (FY 2025) | •••• | •••• | 19.0% | •••• | Chennai, Tamil Nadu, India |
| Capwise Financial Services Private Limited this company | ₹26.05 Cr (FY 2025) | •••• | •••• | 55.0% | •••• | Mumbai, Maharashtra, India |
| Sargam Holding Company Private Limited | ₹26.01 Cr (FY 2025) | •••• | •••• | 47.0% | •••• | Chennai, Tamil Nadu, India |
| Saltee Infotex (India) Private Limited | ₹25.99 Cr (FY 2025) | •••• | •••• | 667.0% | •••• | Kolkata, West Bengal, India |
| Ankraj Developer Private Limited | ₹25.95 Cr (FY 2024) | •••• | •••• | -9.0% | •••• | Kolkata, West Bengal, India |
| Equitable Finance Limited | ₹25.86 Cr (FY 2017) | •••• | •••• | -65.0% | •••• | Mumbai, Maharashtra, India |
| Dhanadeepa Consultant Private Limited | ₹25.83 Cr (FY 2025) | •••• | •••• | 67.0% | •••• | New Delhi, Delhi, India |
Peers are the five companies nearest above and the five nearest below Capwise Financial Services by revenue in the BFSI industry (Other Financial Services), from the latest filed financials of each company. Net profit, margin and employee counts of each peer are in the company report.
Auditor Details of Capwise Financial Services Private Limited
Capwise Financial Services Private Limited is audited by Chirag Jagani & Co. LLP for the financial year 2023.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| Chirag Jagani & Co. LLP | Locked | Locked | Locked |
Complete auditor history
Appointment and cessation dates and past auditor changes are in the company report.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
Verified entity values are shown only after access is granted.
Board of Directors of Capwise Financial Services Private Limited
Capwise Financial Services has 5 current directors and 4 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Jibendu Narayan Misra Also directs: NSE Academy Limited | Director | 01 Mar 2021 | 5 Years 7 Months | Current |
| Abhilasha Maheshwari Also directs: Capwise Asset Management Private Limited, Capwise Finance Private Limited, Capwise Wealth Management Private Limited and 2 more | Director | 08 Oct 2020 | 6 Years 0 Months | Current |
| Nitin Agarwal Also directs: Mapkas Advisors LLP, Capwise Venture Studio LLP, Capwise Asset Management Private Limited and 1 more | Additional Director | 26 Dec 2025 | 0 Years 9 Months | Current |
| Balakrishnan Rajkumar | Director | 01 Mar 2021 | 5 Years 7 Months | Current |
| Naresh Biyani Also directs: Capwise Venture Studio LLP, Capwise Asset Management Private Limited, Capwise Finance Private Limited and 3 more | Director | 08 Oct 2020 | 6 Years 0 Months | Current |
Ownership and Shareholding of Capwise Financial Services Private Limited
Shareholding and ownership data
Promoter, institutional, public and beneficial ownership figures are in the company report.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Charges & Borrowings of Capwise Financial Services Private Limited
Capwise Financial Services Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Associated Brands with Capwise Financial Services Private Limited
Capwise Financial Services operates one associated brand: Capwise. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Offers investment banking, mergers, acquisitions, debt syndication, and bespoke financing services. | capwisefin.com |
Employees and EPFO Compliance at Capwise Financial Services Private Limited
Capwise Financial Services Private Limited has a workforce of 32 employees as of Apr 09, 2024.
Employee and EPFO history
Monthly headcount, contribution history and filing status are in the company report.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
Group Structure of Capwise Financial Services Private Limited
Capwise Financial Services has 3 subsidiary companies. This group structure data is as of FY 2023. The table lists each entity with its relationship and holding.
| Company Name | CIN | Shares Held |
|---|---|---|
| Capwise Finance Private Limited | U65100MH2014PTC259598 | Locked |
| Capwise Investment Advisors Private Limited | U65990MH2020PTC346927 | Locked |
| Capwise Financial Products Distribution Private Limited | U65990MH2021PTC363693 | Locked |
Showing major subsidiaries. Total: 3.
Recent Activity on Capwise Financial Services Private Limited
Capwise Financial Services Private Limited has 9 board changes on record since 2020: 5 appointments and 4 cessations. The latest: Nitin Agarwal was appointed as Additional Director on 26 Dec 2025.
Credit Ratings, Litigation & Regulatory Alerts for Capwise Financial Services Private Limited
Credit ratings, litigation, and regulatory alerts
Credit ratings, court records and regulatory alerts are in the company report.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
Verified entity values are shown only after access is granted.
MSME Payment Delays by Capwise Financial Services Private Limited
MSME payment history
Amounts due to small suppliers, the reasons given and MSME-1 filings are in the company report.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
Verified entity values are shown only after access is granted.
Subsidiaries & Group Companies of Capwise Financial Services Private Limited
Corporate group structure
Parent, subsidiary, associate and joint venture records with holdings are in the company report.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
Verified entity values are shown only after access is granted.
GST Compliance of Capwise Financial Services Private Limited
Capwise Financial Services has 2 GST registrations: 1 active and 1 cancelled or inactive.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AAJCC0252C1Z5 | Maharashtra | Active | 20 Oct 2020 |
GST registrations and filing compliance
State-wise GST registrations, return filing status and HSN or SAC codes are in the company report.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
Verified entity values are shown only after access is granted.
MCA Filings & Documents of Capwise Financial Services Private Limited
MCA filings and documents
Filed forms, annual returns, financial statements and charge filings with their dates are in the company report.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Capwise Financial Services Private Limited
Capwise Financial Services is an active private limited company based in Mumbai, Maharashtra, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 08 October 2020 (6+ years old) and is registered under CIN U65990MH2020PTC347430.
Capwise Financial Services reported revenue of ₹26.05 Cr for FY 2025 (up 55% YoY).
Capwise Financial Services has 5 current directors:
- Jibendu Narayan Misra - Director
- Abhilasha Maheshwari - Director
- Nitin Agarwal - Additional Director
- Balakrishnan Rajkumar - Director
- Naresh Biyani - Director
Capwise Financial Services reported a net profit of ₹8.48 Cr (net margin 32.6%) and EBITDA of ₹11.99 Cr (EBITDA margin 46%) for FY 2025, as per its filed financial statements.
The compounded annual growth rate (CAGR) of the revenue of Capwise Financial Services is 3% over three years. In the latest year (FY 2025) revenue rose 55%. CAGR is the steady yearly rate that links the first and the last year.
The GSTIN of Capwise Financial Services is 27AAJCC0252C1Z5, registered in Maharashtra. The company has 2 GST registrations in all, of which 1 is active and 1 is cancelled or inactive.
The CIN (Corporate Identification Number) of Capwise Financial Services is U65990MH2020PTC347430. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Capwise Financial Services was incorporated on 08 October 2020, making it 6+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Capwise Financial Services by revenue are Sandeep Stocks Private Limited, Lisa Finvest Pvt Ltd, Movva Securities Limited, Al-Huda Money Exchange Private Limited, Alagendran Nidhi Limited and 5 more, all in the BFSI industry (Other Financial Services).
Nitin Agarwal was appointed as Additional Director on 26 Dec 2025. Balakrishnan Rajkumar ceased to be Additional Director on 15 Sep 2021. Jibendu Narayan Misra ceased to be Additional Director on 15 Sep 2021. Capwise Financial Services has 9 board changes on record in total.
Yes, Capwise Financial Services is recognised as a startup by the Department for Promotion of Industry and Internal Trade (DPIIT).