Excel Portfolios Private Limited
About Excel Portfolios Private Limited
Data last updated:
Excel Portfolios Private Limited is a private limited company based in New Delhi, Delhi, India. It operates in the advisory services segment of the financial services sector. It was incorporated on 01 May 1992 and has been in existence for over 34 years.
The company is registered with the Registrar of Companies (ROC), Delhi, under CIN U74899DL1992PTC048596.
The company has an authorised share capital of ₹2 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors including Joy Solanki and Sanjay Agrawal.
Its last annual general meeting (AGM) was held on 31 December 2020, and its latest financial statements are for the year ended 31 March 2020. The registered office is at E – 89 Anand Niketan, New Delhi, Delhi, India – 110021.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Excel Portfolios Private Limited's registered office is in New Delhi, Delhi. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered AddressE – 89 Anand Niketan, New Delhi, Delhi, India – 110021
- IndustryFinancial Services, Advisory, Financial Brokerage, Consultancy
To see the full contact details of Excel Portfolios Private Limited, buy the company report.
- 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
Business activity
The main business activity of Excel Portfolios is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of Excel Portfolios Private Limited, buy the company report.
Financials of Excel Portfolios Private Limited
FY 2020 filings availableExcel Portfolios Private Limited reported revenue of ₹5,500 (down 27% YoY) for FY 2020.
Compounded Annual Growth Rate (CAGR)
Revenue has declined at a compounded annual rate (CAGR) of 46% over five years, including a 27% fall 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
| Metrics | FY 2019-20 | FY 2018-19 | FY 2017-18 | FY 2016-17 | FY 2015-16 |
|---|---|---|---|---|---|
| Profit and Loss Statement | |||||
| Revenue from Operations | ₹5,500 | ||||
| Other Income | |||||
| Total Revenue | |||||
| Cost of Materials Consumed | |||||
| Employee Benefit Expense | |||||
| Finance Costs | |||||
| Depreciation and Amortisation | |||||
| Other Expenses | |||||
| Total Expenses | |||||
| EBITDA | |||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | |||||
| 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
| Metrics | FY 2019-20 | FY 2018-19 | FY 2017-18 | FY 2016-17 | FY 2015-16 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | |||||
| Net Profit Margin | |||||
| 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 | |||||
To see the full financial statements and ratios of Excel Portfolios Private Limited, buy the company report.
Board of directors of Excel Portfolios Private Limited
Excel Portfolios has 3 current directors and 3 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Joy Solanki | Director | 22 Apr 2019 | 7 Years 6 Months | Current |
| Sanjay Agrawal Also directs: Shubh Labh Leasing Ltd, NTR Estates Private Limited | Director | 01 May 1992 | 34 Years 5 Months | Current |
| Rajendra Agrawal Also directs: NTR Estates Private Limited | Director | 01 May 1992 | 34 Years 5 Months | Current |
Peer comparison
Excel Portfolios Private Limited is compared with the 10 companies closest to it by revenue in the same principal business activity (financial advisory, brokerage and consultancy services), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Excel Portfolios Private Limitedthis company | ₹5,500 (FY 2020) | -27.0% | New Delhi, Delhi, India | |||
| Ace Duplicators Private Limited | ₹5,500 (FY 2022) | -8.0% | Delhi, India | |||
| Panatone Developers Private Limited | ₹5,500 (FY 2022) | -12.0% | Delhi, India | |||
| Gallant Chemists Private Limited | ₹5,500 (FY 2022) | -8.0% | Delhi, India | |||
| Boss Accessories Private Limited | ₹5,500 (FY 2022) | -4.0% | Delhi, India | |||
| Exaltation Dealers Private Limited | ₹5,500 (FY 2019) | Kolkata, West Bengal, India | ||||
| Limelight Developers Private Limited | ₹5,500 (FY 2024) | 20.0% | Kolkata, West Bengal, India | |||
| Sarathi Vinimay Private Limited | ₹5,482 (FY 2018) | -58.0% | Kolkata, West Bengal, India | |||
| Sukhmani Forex Services Private Limited | ₹5,426 (FY 2025) | -100.0% | New Delhi, Delhi, India | |||
| Bluearc Consultancy (OPC) Private Limited | ₹5,356 (FY 2025) | -100.0% | Coimbatore, Tamil Nadu, India | |||
| Ganpriya Financial Advisors Private Limited | ₹5,300 (FY 2017) | -2.0% | Howrah, West Bengal, India |
To see the full peer comparison of Excel Portfolios Private Limited, buy the company report.
Auditor
Excel Portfolios Private Limited is audited by Sharma Anurag & Associates for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| Sharma Anurag & Associates | FY 2017 | 015629N |
Shareholding
The shareholding of Excel Portfolios Private Limited is on record for 2 financial years, the latest being FY 2017, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2017 | FY 2016 |
|---|---|---|
| Promoters | ||
| Domestic institutional investors (DII) | ||
| Foreign institutional investors (FII) | ||
| Public | ||
| Others |
To see the full shareholding pattern of Excel Portfolios Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Excel Portfolios Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Excel Portfolios Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
No GST registration is on our record for Excel Portfolios Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Excel Portfolios Private Limited has 6 board changes on record since 1992: 3 appointments and 3 cessations. The latest: Joy Solanki ceased to be Additional Director on 30 Sep 2019.
Frequently asked questions
Excel Portfolios is an active private limited company based in New Delhi, Delhi, India. The company works in advisory, within the financial services industry. It was incorporated on 01 May 1992 (34+ years old) and is registered under CIN U74899DL1992PTC048596.
Excel Portfolios has 3 current directors:
- Joy Solanki - Director
- Sanjay Agrawal - Director
- Rajendra Agrawal - Director
The latest financial statements of Excel Portfolios on record with the MCA are for the year ended 31 March 2020. Its last annual general meeting was held on 31 December 2020. Year-wise statements from 2015 are in the company report.
The CIN (Corporate Identification Number) of Excel Portfolios is U74899DL1992PTC048596. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Excel Portfolios was incorporated on 01 May 1992, making it 34+ years old. It is registered with the Registrar of Companies, Delhi.
The peers of Excel Portfolios by revenue are Ace Duplicators Private Limited, Panatone Developers Private Limited, Gallant Chemists Private Limited, Boss Accessories Private Limited, Exaltation Dealers Private Limited and 5 more, all in the same principal business activity (financial advisory, brokerage and consultancy services).
Joy Solanki ceased to be Additional Director on 30 Sep 2019. Joy Solanki was appointed as Director on 22 Apr 2019. Brijendra Agrawal ceased to be Director on 23 Mar 2019. Excel Portfolios has 6 board changes on record in total.
The registered office of Excel Portfolios is at E – 89 Anand Niketan, New Delhi, Delhi, India – 110021.
Excel Portfolios operates in the financial services industry, in the advisory segment.
The compliance status of Excel Portfolios is compliant as of 20 July 2026. The company is actively filing with the Registrar of Companies.
Excel Portfolios can be reached at its registered office: E – 89 Anand Niketan, New Delhi, Delhi, India – 110021.