MSME (Udyam registered) Ministry of MSME
- Category
- Micro (2023-24)
- Udyam number
- UDYAM-CG-14-0000963
Client First Wealth Management Private Limited - financial services in Raipur, Chhattisgarh, India. FY 2026 financials & compliance.
Revenue · FY 2025
₹1.67 Cr
▲ 138% YoY
Net profit · FY 2025
₹23.43 Lakh
Net margin 14%
EBITDA · FY 2025
₹40.55 Lakh
EBITDA margin 24.2%
Authorised capital
₹50 Lakh
Registered with MCA
Paid-up capital
₹50 Lakh
Issued & subscribed
Open charges
₹24 Lakh
Secured borrowings
Company age
17 yrs
Est. 2009
Directors on board
3
As per MCA filings
About Client First Wealth Management Private Limited
Data last updated:
Client First Wealth Management Private Limited is a private limited company based in Raipur, Chhattisgarh, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 07 October 2009 and has been in existence for over 17 years.
The company is registered with the Registrar of Companies (ROC), Chhattisgarh, under CIN U67100CT2009PTC021411. Its GSTIN is 22AADCD2987M1ZD (Chhattisgarh).
The company has an authorised share capital of ₹50 Lakh and a paid-up capital of ₹50 Lakh. It was formerly known as Dwarika Maharaj Infrabuild Private Limited. It is led by directors including Shikha Gupta and Jivanlata Gupta.
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 Raipur, Chhattisgarh.
As per the financials filed for FY 2025, the company reported a revenue of ₹1.67 Cr, a growth of 138% compared to the previous year. For the same year it recorded a net profit of ₹23.43 Lakh (net margin 14%) and EBITDA of ₹40.55 Lakh (EBITDA margin 24.2%). Revenue has grown at a compounded annual rate (CAGR) of 47% over three years and 56% over five years.
As per MCA filings, the company has open charges of ₹24 Lakh on record.
Client First Wealth Management Private Limited is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-CG-14-0000963). The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website clientfirstasia.com.
Company Details of Client First Wealth Management Private Limited
CIN U67100CT2009PTC021411
Registration Number 021411
Incorporation Date 07 October 2009
ROC Chhattisgarh
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
Compliance Status Active Compliant
MSME Classification Micro
Udyam Registration UDYAM-CG-14-0000963
CIN History of Client First Wealth Management Private Limited
Client First Wealth Management has one previous CIN (Corporate Identification Number): U70102CT2009PTC021411. The current CIN is U67100CT2009PTC021411, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U67100CT2009PTC021411 | Current |
| U70102CT2009PTC021411 | Previous |
Recognitions & Rankings of Client First Wealth Management
Contact Details
- EmailLocked
- TelephoneLocked
- Website
- Social Media
- Registered AddressFirst Mezzanine Dwarka Chambers Sector – 1 Avanti Vihar Main Road Opp. Sai Care Ho, Spital, Raipur, Chhattisgarh, India – 492006
- IndustryFinancial Services, Diversified Financial Services
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Business Activity of Client First Wealth Management Private Limited
The main business activity of Client First Wealth Management 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 |
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Business activity turnover details
Turnover share and past changes in activity are in the company report.
- Turnover contribution
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Financials of Client First Wealth Management Private Limited FY 2025 filings available
Client First Wealth Management Private Limited reported revenue of ₹1.67 Cr (up 138% YoY) for FY 2025.
Revenue · FY 2025
₹1.67 Cr ▲ 138%
Net profit · FY 2025
₹23.43 Lakh margin 14%
EBITDA · FY 2025
₹40.55 Lakh margin 24.2%
Compounded Annual Growth Rate (CAGR) of Client First Wealth Management Private Limited
Revenue CAGR growth
1 year
▲ 138%
3 years · compounded
▲ 47%
5 years · compounded
▲ 56%
EBITDA CAGR growth
1 year
▲ 150%
3 years · compounded
▲ 86%
5 years · compounded
▲ 91%
Revenue has grown at a compounded annual rate (CAGR) of 56% over five years, including 138% growth in the latest year. EBITDA rose 150% 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 Client First Wealth Management 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 | ₹40.55 Lakh | •••• | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | ₹23.43 Lakh | •••• | •••• | •••• | •••• |
| 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 Client First Wealth Management Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 24.2% | •••• | •••• | •••• | •••• |
| Net Profit Margin | 14% | •••• | •••• | •••• | •••• |
| 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 Client First Wealth Management are in the company report.
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Financial statements from 2015
Earlier years and trend charts are in the company report.
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Board of Directors of Client First Wealth Management Private Limited
Client First Wealth Management has 3 current directors and 3 former directors. Current directors are listed first, with their designation and appointment date.
Current Directors
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Shikha Gupta Also directs: Client First Asset Management Private Limited | Director | 25 Sep 2010 | 16 Years 0 Months | Current |
| Jivanlata Gupta | Director | 18 May 2017 | 9 Years 5 Months | Current |
| Kunjan Gupta Also directs: Client First Asset Management Private Limited | Director | 07 Oct 2009 | 17 Years 0 Months | Current |
Peer Comparison of Client First Wealth Management Private Limited
Client First Wealth Management Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Other Financial Services, Wealth Management). Net profit, margin and employee counts of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Espee Wood Traders and Investment Company Private Limited | ₹1.68 Cr (FY 2025) | •••• | •••• | 111.0% | •••• | Varanasi, Uttar Pradesh, India |
| Siddhi Imagine Fintech Consultancy Private Limited | ₹1.68 Cr (FY 2025) | •••• | •••• | 18.0% | •••• | Delhi, India |
| Reliance Wealth Management Limited | ₹1.68 Cr (FY 2025) | •••• | •••• | -22.0% | •••• | Mumbai, Maharashtra, India |
| Navoday Consultants Limited | ₹1.68 Cr (FY 2018) | •••• | •••• | -13.0% | •••• | Kolkata, West Bengal, India |
| Verizontal Wealth Management Private Limited | ₹1.68 Cr (FY 2025) | •••• | •••• | 13.0% | •••• | Rajkot, Gujarat, India |
| Client First Wealth Management Private Limited this company | ₹1.67 Cr (FY 2025) | •••• | •••• | 138.0% | •••• | Raipur, Chhattisgarh, India |
| Demak Fin Serve Private Limited | ₹1.67 Cr (FY 2025) | •••• | •••• | -47.0% | •••• | Bhavnagar, Gujarat, India |
| Petals Supplier Private Limited | ₹1.67 Cr (FY 2025) | •••• | •••• | 501.0% | •••• | Kanpur, Uttar Pradesh, India |
| Leonine Corporate Advisory Services Private Limited | ₹1.67 Cr (FY 2020) | •••• | •••• | 46598.0% | •••• | Hyderabad, Telangana, India |
| Shree Vardaria Investments Pvt Ltd | ₹1.67 Cr (FY 2024) | •••• | •••• | 2.0% | •••• | Mumbai, Maharashtra, India |
| Aham Finsure Services Private Limited | ₹1.67 Cr (FY 2025) | •••• | •••• | -66.0% | •••• | Delhi, India |
Peers are the five companies nearest above and the five nearest below Client First Wealth Management by revenue in the BFSI industry (Other Financial Services, Wealth Management), 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 Client First Wealth Management Private Limited
Client First Wealth Management Private Limited is audited by AGRAWAL GUPTA & ASSOCIATES for the financial year 2017.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| AGRAWAL GUPTA & ASSOCIATES | Locked | Locked | Locked |
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Appointment and cessation dates and past auditor changes are in the company report.
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Ownership and Shareholding of Client First Wealth Management Private Limited
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Charges & Borrowings of Client First Wealth Management Private Limited
Open charges
₹24 Lakh
Satisfied charges
None
Breakdown by lending institutions
Latest charge details
| Date | Lender | Amount | Status |
|---|---|---|---|
| 15 May 2024 | Hdfc Bank Limited | ₹24 Lakh | Open |
Total charge records: 1 View all charges
Employees and EPFO Compliance at Client First Wealth Management Private Limited
Employment history and EPFO contributions of people linked to Client First Wealth Management.
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Employee and EPFO history
Monthly headcount, contribution history and filing status are in the company report.
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Recent Activity on Client First Wealth Management Private Limited
Client First Wealth Management Private Limited has 6 board changes on record since 2009: 4 appointments and 2 cessations. The latest: Jivanlata Gupta ceased to be Additional Director on 30 Sep 2017.
AGM
Client First Wealth Management Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
Client First Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Chhattisgarh.
Charges
A charge with Hdfc Bank Limited amounted to Rs. 24.00 Lakh with Charge ID 100952462 was registered on 15 May 2024.
Ceased
Jivanlata Gupta ceased to be Additional Director.
Appointed
Jivanlata Gupta was appointed as Director.
Ceased
Jagdish Prasad Gupta ceased to be Director.
Appointed
Shikha Gupta was appointed as Director.
Appointed
Bhuwan Gupta was appointed as Director.
Appointed
Kunjan Gupta was appointed as Director.
Incorporation
07 Oct 2009
Client First Wealth Management Private Limited was registered on 07 Oct 2009 with Roc Chhattisgarh & aged 17 years 14 days as per MCA records.
Credit Ratings, Litigation & Regulatory Alerts for Client First Wealth Management Private Limited
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MSME Payment Delays by Client First Wealth Management Private Limited
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Subsidiaries & Group Companies of Client First Wealth Management Private Limited
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GST Compliance of Client First Wealth Management Private Limited
Client First Wealth Management has 1 GST registration: 1 active.
Total GSTINs
1
Active
1
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 22AADCD2987M1ZD | Chhattisgarh | Active | 01 Sep 2017 |
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MCA Filings & Documents of Client First Wealth Management Private Limited
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Frequently Asked Questions about Client First Wealth Management Private Limited
Client First Wealth Management is an active private limited company based in Raipur, Chhattisgarh, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 07 October 2009 (17+ years old) and is registered under CIN U67100CT2009PTC021411.
Client First Wealth Management reported revenue of ₹1.67 Cr for FY 2025 (up 138% YoY).
Client First Wealth Management has 3 current directors:
- Shikha Gupta - Director
- Jivanlata Gupta - Director
- Kunjan Gupta - Director
Client First Wealth Management reported a net profit of ₹23.43 Lakh (net margin 14%) and EBITDA of ₹40.55 Lakh (EBITDA margin 24.2%) for FY 2025, as per its filed financial statements.
The compounded annual growth rate (CAGR) of the revenue of Client First Wealth Management is 47% over three years and 56% over five years. In the latest year (FY 2025) revenue rose 138%. CAGR is the steady yearly rate that links the first and the last year.
The GSTIN of Client First Wealth Management is 22AADCD2987M1ZD, registered in Chhattisgarh.
The CIN (Corporate Identification Number) of Client First Wealth Management is U67100CT2009PTC021411. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Client First Wealth Management was incorporated on 07 October 2009, making it 17+ years old. It is registered with the Registrar of Companies, Chhattisgarh.
The peers of Client First Wealth Management by revenue are Espee Wood Traders and Investment Company Private Limited, Siddhi Imagine Fintech Consultancy Private Limited, Reliance Wealth Management Limited, Navoday Consultants Limited, Verizontal Wealth Management Private Limited and 5 more, all in the BFSI industry (Other Financial Services, Wealth Management).
Jivanlata Gupta ceased to be Additional Director on 30 Sep 2017. Jivanlata Gupta was appointed as Director on 18 May 2017. Jagdish Prasad Gupta ceased to be Director on 25 Sep 2010. Client First Wealth Management has 6 board changes on record in total.
Yes, Client First Wealth Management is registered as a micro enterprise under Udyam registration (number: UDYAM-CG-14-0000963).