Ckredence Wealth Management Private Limited - Company Profile

It is a financial services private limited company based in Surat, Gujarat, India, established in 2001.
2001 Surat, Gujarat, India Active
Last Updated:
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About Ckredence Wealth Management Private Limited

Ckredence Wealth Management Private Limited, a active private limited company, was established on 07 March 2001 in Surat, Gujarat, India. Engaging in diversified financial services within the financial and insurance service sector, it holds CIN: U67120GJ2001PTC039294. Registered under ROC Roc Ahmedabad. it is unlisted. It has an authorized capital of ₹1.00 M and a paid-up capital of ₹0.92 M.

Formerly known as Bright Path Wealth Management Private Limited, Three Pillars Wealth Management Private Limited. It upholds a compliant status. Employing 1 professional, Its leadership includes Chirag Arvindbhai Shah (Director), Hetal Chirag Shah (Director), Urmila Arvind Shah (Director). It holds ₹8.50 M open charges and no settled loans. Its latest AGM occurred on 30 September 2025, with the balance sheet filed on 31 March 2025. It is based at 901, 902 & 903, International Wealth Centre, Vip Road, Surat, Gujarat, 395007.

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

    +91-XXXXXXXXXX

  • Website
    **********
  • Social Media
    **********
  • Apps
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Company Details

  • CIN/LLPIN

    U67120GJ2001PTC039294

  • Registration Number

    039294

  • Incorporation Date

    07 March 2001

  • Authorized Capital

    ₹1.00 M

  • Paid-Up Capital

    ₹0.92 M

  • ROC Code

    Roc Ahmedabad

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 1.00 M
  • Paid Up Capital ₹ 0.92 M
  • Company Age 24 Year, 11 Months
  • Last Filing with ROC 31 Mar 2025
  • Open Charges ₹ 8.50 M
  • Revenue Growth **** -21.42%
  • Profit Growth **** -13.60%
  • Ebitda **** 19.13%
  • Net Worth 36.54%
  • Total Assets **** 32.89%
Company report

Ckredence Wealth Management Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Ckredence Wealth Management 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 Ckredence Wealth Management Private Limited?
Current Directors
Name Designation Appointment Date Status
Chirag Arvindbhai Shah Director 28 Jan 2020 Current
Hetal Chirag Shah Director 28 Jan 2020 Current
Urmila Arvind Shah Director 07 Mar 2001 Current
Arvind Keshavlal Shah Director 07 Mar 2001 Current
Kartik Bhaskerray Mehta Director 14 Feb 2022 Current

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Financial Performance of Ckredence Wealth Management.

Ckredence Wealth Management Private Limited, for the financial year ended 2023, experienced significant reduction in revenue, with a 21.42% decrease. The company also saw a substantial fall in profitability, with a 13.6% decrease in profit. The company's net worth Soared by an impressive increase of 36.54%.

Ckredence Wealth Management revenue growth over time
Ckredence Wealth Management 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
********
 -21.42%
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*******
*******
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Revenue from Operations
*******
 -15.87%
*******
*******
*******
*******
Total Assets
*******
 32.89%
*******
*******
*******
*******
Profit or Loss
*******
 -13.60%
*******
*******
*******
*******
Net Worth
*******
 36.54%
*******
*******
*******
*******
EBITDA
*******
 19.13%
*******
*******
*******
*******

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What is the Ownership and Shareholding Structure of Ckredence Wealth Management?

In 2023, Ckredence Wealth Management 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

₹8,500,000.00

Satisfied Charges

₹0

Charges Breakdown by Lending Institutions
  • Others : 0.85 Cr
Latest Charge Details
Date Lender Amount Status
28 Oct 2024 Others ₹8.50 M Open

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How Many Employees Work at Ckredence Wealth Management?

Ckredence Wealth Management has a workforce of 1 employees as of Apr 07, 2024. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.

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 Ckredence Wealth Management, 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 Ckredence Wealth Management'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 Ckredence Wealth Management
Recent Activity within the Organization
  • Annual General Meeting

    The activity Ckredence Wealth Management Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records. was completed.

  • Balance Sheet

    Ckredence Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Ahmedabad. was recorded as a recent event.

  • Charges

    A charge with Others amounted to Rs. 8.50 M with Charge ID 100998533 was registered on 28 Oct 2024. was recorded as a recent event.

  • Director Appointment

    Progress on Kartik Bhaskerray Mehta was appointed as a Director was appointed as a Director on 14 Feb 2022 & has been associated with this company since 4 years 8 days . was documented.

  • Director Appointment

    The activity Chirag Arvindbhai Shah was appointed as a Director was appointed as a Director on 28 Jan 2020 & has been associated with this company since 6 years 26 days . was completed.

  • Director Appointment

    The activity Hetal Chirag Shah was appointed as a Director was appointed as a Director on 28 Jan 2020 & has been associated with this company since 6 years 26 days . was completed.

Explore recent activity and updates - View Recent Activity

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

The CIN of Ckredence Wealth Management Private Limited is U67120GJ2001PTC039294.

Where is Ckredence Wealth Management Private Limited headquartered?

Ckredence Wealth Management Private Limited is headquartered at 901, 902 & 903, International Wealth Centre, Vip Road, Surat, Gujarat, 395007.

When was Ckredence Wealth Management Private Limited incorporated?

Ckredence Wealth Management Private Limited was incorporated on 07 March 2001.

Who are the current directors of Ckredence Wealth Management Private Limited?

The current directors of Ckredence Wealth Management Private Limited are

What is the primary industry of Ckredence Wealth Management Private Limited?

The primary industry of Ckredence Wealth Management Private Limited is Financial And Insurance Service.

Is Ckredence Wealth Management Private Limited a listed company?

Ckredence Wealth Management Private Limited is unlisted.

What is the capital structure of Ckredence Wealth Management Private Limited?

The authorized capital of Ckredence Wealth Management Private Limited is ₹1.00 M, and the paid-up capital is ₹0.92 M.

What is the compliance status of Ckredence Wealth Management Private Limited?

The compliance status of Ckredence Wealth Management Private Limited is Compliant.

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