Collate Advisory Private Limited
About Collate Advisory Private Limited
Data last updated:
Collate Advisory Private Limited is a private limited company based in Kolkata, West Bengal, India. It operates in the advisory services segment of the financial services sector. It was incorporated on 16 February 2012 and has been in existence for over 14 years.
The company is registered with the Registrar of Companies (ROC), Kolkata, under CIN U74999WB2012PTC174245.
The company has an authorised share capital of ₹1.18 Cr and a paid-up capital of ₹1.17 Cr. It is led by directors Mukund Bajaj and Nisha Bajaj.
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 23A N. S. Road 8th Floor Room No. 6A, Kolkata, West Bengal, India – 700001.
As per the financials filed for FY 2025, the company reported a revenue of ₹1.7 Lakh, a decline of 71% compared to the previous year. For the same year it recorded a net profit of ₹3,370 (net margin 2%) and EBITDA of ₹4,504 (EBITDA margin 2.7%). Revenue has declined at a compounded annual rate (CAGR) of 36% over three years and 23% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
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- Registered Address23A N. S. Road 8th Floor Room No. 6A, Kolkata, West Bengal, India – 700001
- IndustryFinancial Services, Advisory, Consultancy, Financial Brokerage
- 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 Collate Advisory Private Limited
The main business activity of Collate Advisory is financial and insurance activities. In detail, this covers financial service activities, except insurance and pension funding.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance activities | 64 | Financial service activities, except insurance and pension funding | 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 Collate Advisory Private Limited FY 2025 filings available
Collate Advisory Private Limited reported revenue of ₹1.7 Lakh (down 71% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR) of Collate Advisory Private Limited
Revenue has declined at a compounded annual rate (CAGR) of 23% over five years, including a 71% fall in the latest year. EBITDA fell 83% 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 Collate Advisory 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 | ₹4,504 | •••• | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | ₹3,370 | •••• | •••• | •••• | •••• |
| 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 Collate Advisory Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 2.7% | •••• | •••• | •••• | •••• |
| Net Profit Margin | 2% | •••• | •••• | •••• | •••• |
| 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 Collate Advisory are in the company report.
Financial statements from 2015
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 Collate Advisory Private Limited
Collate Advisory Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Other Financial Services). Revenue, net profit, margin and growth of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Creative Trexim Private Limited | •••• | •••• | •••• | •••• | - | Kolkata, West Bengal, India |
| Amelia Exports Private Limited | •••• | •••• | •••• | •••• | - | Mumbai, Maharashtra, India |
| Arthplus Investment Services Private Limited | •••• | •••• | •••• | •••• | - | Navi Mumbai, Maharashtra, India |
| Exaltation Trading Private Limited | •••• | •••• | •••• | •••• | - | Kolkata, West Bengal, India |
| Lookwise Distributors Private Limited | •••• | •••• | •••• | •••• | - | Kolkata, West Bengal, India |
| Collate Advisory Private Limited this company | •••• | •••• | •••• | •••• | - | Kolkata, West Bengal, India |
| Abincio Expert Nidhi Limited | •••• | •••• | •••• | •••• | - | Araria, Bihar, India |
| Richiline Projects Private Limited | •••• | •••• | •••• | •••• | - | Kolkata, West Bengal, India |
| Richbond Finvest Services Private Limited | •••• | •••• | •••• | •••• | - | Mumbai, Maharashtra, India |
| Shri Arihant Commodeal Private Limited | •••• | •••• | •••• | •••• | - | Ranchi, Jharkhand, India |
| Grapco Trading Pvt Ltd | •••• | •••• | •••• | •••• | - | Kolkata, West Bengal, India |
Peers are the five companies nearest above and the five nearest below Collate Advisory by revenue in the BFSI industry (Other Financial Services), from the latest filed financials of each company. Revenue, net profit, margin and growth of each peer are in the company report.
Auditor Details of Collate Advisory Private Limited
Collate Advisory Private Limited is audited by VIRENDRA KUMAR KESHARI for the financial year 2017.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| VIRENDRA KUMAR KESHARI | 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 Collate Advisory Private Limited
Collate Advisory has 2 current directors and 3 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Mukund Bajaj Also directs: Mukund Fincom Consultants Private Limited | Director | 10 Sep 2021 | 5 Years 0 Months | Current |
| Nisha Bajaj | Director | 10 Sep 2021 | 5 Years 0 Months | Current |
Ownership and Shareholding of Collate Advisory 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 Collate Advisory Private Limited
Collate Advisory Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Collate Advisory Private Limited
Employment history and EPFO contributions of people linked to Collate Advisory.
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.
Recent Activity on Collate Advisory Private Limited
Collate Advisory Private Limited has 8 board changes on record since 2012: 5 appointments and 3 cessations. The latest: Krishna Kumar Parsuramka ceased to be Director on 11 Feb 2025.
Credit Ratings, Litigation & Regulatory Alerts for Collate Advisory 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 Collate Advisory 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 Collate Advisory 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 Collate Advisory Private Limited
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 Collate Advisory 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 Collate Advisory Private Limited
Collate Advisory is an active private limited company based in Kolkata, West Bengal, India. The company works in advisory, within the financial services industry. It was incorporated on 16 February 2012 (14+ years old) and is registered under CIN U74999WB2012PTC174245.
Collate Advisory reported revenue of ₹1.7 Lakh for FY 2025 (down 71% YoY).
Collate Advisory has 2 current directors:
- Mukund Bajaj - Director
- Nisha Bajaj - Director
Collate Advisory reported a net profit of ₹3,370 (net margin 2%) and EBITDA of ₹4,504 (EBITDA margin 2.7%) for FY 2025, as per its filed financial statements.
The compounded annual growth rate (CAGR) of the revenue of Collate Advisory is -36% over three years and -23% over five years. In the latest year (FY 2025) revenue fell 71%. CAGR is the steady yearly rate that links the first and the last year.
The CIN (Corporate Identification Number) of Collate Advisory is U74999WB2012PTC174245. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Collate Advisory was incorporated on 16 February 2012, making it 14+ years old. It is registered with the Registrar of Companies, Kolkata.
The peers of Collate Advisory by revenue are Creative Trexim Private Limited, Amelia Exports Private Limited, Arthplus Investment Services Private Limited, Exaltation Trading Private Limited, Lookwise Distributors Private Limited and 5 more, all in the BFSI industry (Other Financial Services).
Krishna Kumar Parsuramka ceased to be Director on 11 Feb 2025. Pankaj Mitra ceased to be Director on 11 Feb 2025. Mukund Bajaj was appointed as Director on 10 Sep 2021. Collate Advisory has 8 board changes on record in total.
The registered office of Collate Advisory is at 23A N. S. Road 8th Floor Room No. 6A, Kolkata, West Bengal, India – 700001.
Collate Advisory has an authorised share capital of ₹1.18 Cr and a paid-up capital of ₹1.17 Cr.