About Finwise Services Private Limited
Data last updated: 22 December 2025
Finwise Services Private Limited is a private limited company based in New Delhi, Delhi, India. It specialises in diversified financial services, a part of the broader financial services sector. Incorporated on 02 December 2009, the company has been in operation for over 17 years.
Registered with ROC Delhi under CIN U67190DL2009PTC196539.
Capital: an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. Formerly known as Excellent Investment Advisorz Private Limited and Finadwise Investment Services Private Limited. It is led by directors Deepa Oberoi and Puneet Oberoi.
Last AGM: 30 September 2024. Financial statements filed for year ended 31 March 2024. Office: J – 4/24 Shop No. 5 Shivaji Market Rajouri Garden, New Delhi, Delhi, India – 110027.
As per the financials filed for FY 2024, the company reported a revenue of ₹69.12 Lakh, a growth of 18% compared to the previous year.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website finadwise.com.
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Registered AddressJ – 4/24 Shop No. 5 Shivaji Market Rajouri Garden, New Delhi, Delhi, India – 110027
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IndustryFinancial Services, Diversified Financial Services
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Name History of Finwise Services Private Limited
Finwise Services Private Limited has undergone 9 name changes throughout its history. The current legal name is Finwise Services Private Limited, reflecting the company's evolution and rebranding over time.
| Company Name | Status |
|---|---|
| Finwise Services Private Limited | Current |
| Excellent Investment Advisorz Private Limited | Previous |
| Finadwise Investment Services Private Limited | Previous |
| Finadwise Investment Advisors Private Limited | Previous |
| Excellence Investment Private Limited | Previous |
| Finadwise Financial Advisors Private Limited | Previous |
| Finwise Investments Private Limited | Previous |
| Finadwise Financial Planners Private Limited | Previous |
| Finadwise Investment Planners Private Limited | Previous |
Business Activity of Finwise Services Private Limited
Finwise Services Private Limited is engaged in the principal business activity of financial and insurance activities, with detailed activities including activities auxiliary to financial service and insurance activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance activities | 66 | Activities auxiliary to financial service and insurance activities | Locked |
Business activity turnover details for Finwise Services Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
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Auditor Details of Finwise Services Private Limited
Finwise Services Private Limited is audited by Rajesh Rhea & Associates for the financial year 2023. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| Rajesh Rhea & Associates | Locked | Locked | Locked |
Complete auditor history for Finwise Services Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
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Board of Directors of Finwise Services Private Limited
Finwise Services Private Limited is governed by 2 directors who oversee the company's operations and strategic decisions.
| Name | Designation | Appointment Date | Tenure | Status |
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| Deepa Oberoi | Director | 02 Dec 2009 | 16 Years 8 Months | Current |
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Puneet Oberoi
Also directs:
Sap Connext Llp, Sampann Finman Services Private Limited
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Director | 02 Dec 2009 | 16 Years 8 Months | Current |
Financials of Finwise Services Private Limited FY 2024 filings available
Finwise Services Private Limited reported revenue of ₹69.12 Lakh (up 18.00% YoY) for FY 2024.
Ten-year financial statements for Finwise Services Private Limited
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Ownership and Shareholding of Finwise Services Private Limited
Shareholding and ownership data for Finwise Services Private Limited
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Charges & Borrowings Finwise Services Private Limited
Finwise Services Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Finwise Services Private Limited
View historical data on people associated with Finwise Services Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Finwise Services Private Limited
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GST Compliance of Finwise Services Private Limited
GST registrations and filing compliance for Finwise Services Private Limited
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Credit Ratings, Litigation & Regulatory Alerts for Finwise Services Private Limited
Credit ratings, litigation, and regulatory alerts for Finwise Services Private Limited
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- Court and tribunal cases
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MSME Payment Delays by Finwise Services Private Limited
MSME payment history for Finwise Services Private Limited
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Subsidiaries & Group Companies of Finwise Services Private Limited
Corporate group structure for Finwise Services Private Limited
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MCA Filings & Documents of Finwise Services Private Limited
MCA filings and documents for Finwise Services Private Limited
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- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
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Recent Activity on Finwise Services Private Limited
Frequently Asked Questions about Finwise Services Private Limited
Finwise Services Private Limited is an active private limited company in the financial services sector based in New Delhi, Delhi, India. It was incorporated on 02 December 2009 (17+ years old) and is registered under CIN U67190DL2009PTC196539.
Finwise Services Private Limited reported revenue of ₹69.12 Lakh for FY 2024 (up 18.00% YoY).
The current directors of Finwise Services Private Limited are:
- Deepa Oberoi - Director
- Puneet Oberoi - Director
The primary industry of Finwise Services Private Limited is financial services. The company specifically operates in diversified financial services. The company is currently active in this sector.
Finwise Services Private Limited can be reached at the registered office: J – 424 Shop No. 5 Shivaji Market Rajouri Garden, New Delhi, Delhi, India – 110027, or through the website finadwise.com.
The authorised capital is ₹1 Lakh, and the paid-up capital is ₹1 Lakh.