Finwizard Securities Private Limited
About Finwizard Securities Private Limited
Data last updated:
Finwizard Securities Private Limited is a private limited company based in Bangalore, Karnataka, India, a subsidiary of Finwizard Technology Private Limited. It operates in the insurance brokerage and advisory segment of the financial services sector. It was incorporated on 17 August 2021 and has been in existence for over 5 years.
The company is registered with the Registrar of Companies (ROC), Bangalore, under CIN U66120KA2021PTC150825.
The company has an authorised share capital of ₹1 Cr and a paid-up capital of ₹1 Cr. It was formerly known as Finwizard Insurance Broking Private Limited. It is led by directors Subramanya Venkat Sumukh and Anand Dalmia.
Its last annual general meeting (AGM) was held on 15 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Bangalore, Karnataka.
The current compliance status is marked as compliant by the Registrar of Companies.
CIN History of Finwizard Securities Private Limited
Finwizard Securities has 2 previous CINs, indicating changes in the company's corporate structure or registration details. The current CIN is U66120KA2021PTC150825, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U66120KA2021PTC150825 | Current |
| U64990KA2021PTC150825 | Previous |
| U66000KA2021PTC150825 | Previous |
- EmailLocked
- TelephoneLocked
- WebsiteLocked
- Social MediaLocked
- Registered AddressIndiqube Sapphire Ground Floor, No. 73/1st Mark Road, Bangalore, Karnataka, India – 560001
- IndustryFinancial Services, Insurance Brokerage & Advisory
- 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
Financials of Finwizard Securities Private Limited FY 2025 filings available
Finwizard Securities Private Limited reported revenue of ₹8,820 (down 95% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR) of Finwizard Securities Private Limited
Revenue has declined at a compounded annual rate (CAGR) of 59% over three years, including a 95% 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 of Finwizard Securities Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|---|
| 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 | •••• | •••• | •••• | •••• |
| 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 of Finwizard Securities Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|---|
| 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 | •••• | •••• | •••• | •••• |
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 Finwizard Securities are in the company report.
Financial statements from FY 2022
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.
Board of Directors of Finwizard Securities Private Limited
Finwizard Securities has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Subramanya Venkat Sumukh Also directs: Finwizard Technology Services Private Limited, Winiin Taxscope Private Limited, Finwizard Technology Private Limited and 2 more | Director | 17 Aug 2021 | 5 Years 2 Months | Current |
| Anand Dalmia | Director | 17 Aug 2021 | 5 Years 2 Months | Current |
Peer Comparison of Finwizard Securities Private Limited
Finwizard Securities Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Insurance Broking Firms). Net profit, margin and employee counts of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Dial4bima Imf Private Limited | ₹12,100 (FY 2022) | •••• | •••• | •••• | Delhi, India | |
| Raman Advisors & Consultants Private Limited | ₹11,299 (FY 2025) | •••• | •••• | -9.0% | •••• | Delhi, India |
| Anamalais Assurance Services Private Limited | ₹10,644 (FY 2024) | •••• | •••• | 14.0% | •••• | Coimbatore, Tamil Nadu, India |
| Excellent Finvest Consultancy Private Limited | ₹9,500 (FY 2023) | •••• | •••• | 82.0% | •••• | Indore, Madhya Pradesh, India |
| Kothari Insurance Brokers Private Limited | ₹9,047 (FY 2025) | •••• | •••• | -34.0% | •••• | Ahmedabad, Gujarat, India |
| Finwizard Securities Private Limited this company | ₹8,820 (FY 2025) | •••• | •••• | -95.0% | •••• | Bangalore, Karnataka, India |
| Nakoda Insurance Consultants Private Limited | ₹8,470 (FY 2024) | •••• | •••• | -17.0% | •••• | Indore, Madhya Pradesh, India |
| Lifeline Oriental Tradelinks Limited | ₹8,455 (FY 2025) | •••• | •••• | •••• | Nashik, Maharashtra, India | |
| Finitor Insurance Marketing Private Limited | ₹8,250 (FY 2025) | •••• | •••• | -95.0% | •••• | Navi Mumbai, Maharashtra, India |
| Fincash Insurance Web Aggregator Private Limited | ₹8,082 (FY 2020) | •••• | •••• | •••• | Navi Mumbai, Maharashtra, India | |
| Darkhors Finserrv Private Limited | ₹6,750 (FY 2025) | •••• | •••• | -80.0% | •••• | Ghaziabad, Uttar Pradesh, India |
Peers are the five companies nearest above and the five nearest below Finwizard Securities by revenue in the BFSI industry (Insurance Broking Firms), 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 Finwizard Securities Private Limited
Finwizard Securities Private Limited is audited by E.S.G. Gupta & Co for the financial year 2023.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| E.S.G. Gupta & Co | 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.
Ownership and Shareholding of Finwizard Securities 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 Finwizard Securities Private Limited
Finwizard Securities Private Limited does not have any charges (loans) registered with the Registrar of Companies.
MSME Payment Delays by Finwizard Securities Private Limited
Finwizard Securities Private Limited has 1 MSME Form 1 return on record for the period ending Mar 2023, listing 1 overdue payment to 1 micro and small supplier. Companies must report dues to micro and small suppliers that stay unpaid for more than 45 days in a half-yearly MSME Form 1 return.
Suppliers with reported dues (1 of 1)
| Supplier | Amount due | Due since | Reported on |
|---|---|---|---|
| Yani Advisors Private Limited | •••• | •••• | •••• |
Full MSME payment history
Every supplier, amount and due date from all 1 MSME Form 1 returns is in the company report.
- Every reported supplier due
- Amounts and due dates
- Reasons given in each return
- Period-by-period history
Verified entity values are shown only after access is granted.
Individuals and sole proprietors among the suppliers are not named. Amounts, due dates and filing dates are in the company report.
Employees and EPFO Compliance at Finwizard Securities Private Limited
Finwizard Securities Private Limited has a workforce of 0 employees as of Sep 25, 2024.
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 Finwizard Securities Private Limited
Finwizard Securities Private Limited has 2 board changes on record since 2021: 2 appointments. The latest: Anand Dalmia was appointed as Director on 17 Aug 2021.
Credit Ratings, Litigation & Regulatory Alerts for Finwizard Securities 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.
Subsidiaries & Group Companies of Finwizard Securities 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 Finwizard Securities 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 Finwizard Securities 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 Finwizard Securities Private Limited
Finwizard Securities is an active private limited company based in Bangalore, Karnataka, India. The company works in insurance brokerage and advisory, within the financial services industry. It was incorporated on 17 August 2021 (5+ years old) and is registered under CIN U66120KA2021PTC150825.
Finwizard Securities has 2 current directors:
- Subramanya Venkat Sumukh - Director
- Anand Dalmia - Director
The CIN (Corporate Identification Number) of Finwizard Securities is U66120KA2021PTC150825. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Finwizard Securities was incorporated on 17 August 2021, making it 5+ years old. It is registered with the Registrar of Companies, Bangalore.
The peers of Finwizard Securities by revenue are Dial4bima Imf Private Limited, Raman Advisors & Consultants Private Limited, Anamalais Assurance Services Private Limited, Excellent Finvest Consultancy Private Limited, Kothari Insurance Brokers Private Limited and 5 more, all in the BFSI industry (Insurance Broking Firms).
Anand Dalmia was appointed as Director on 17 Aug 2021. Subramanya Venkat Sumukh was appointed as Director on 17 Aug 2021.
Finwizard Securities has 1 MSME Form 1 return on record for the period ending Mar 2023, listing 1 overdue payment to 1 micro and small supplier. The latest return was filed on 27 Apr 2023.
The registered office of Finwizard Securities is at Indiqube Sapphire Ground Floor, No. 731st Mark Road, Bangalore, Karnataka, India – 560001.
Finwizard Securities has an authorised share capital of ₹1 Cr and a paid-up capital of ₹1 Cr.
Finwizard Securities operates in the financial services industry, in the insurance brokerage and advisory segment.
No. Finwizard Securities is not listed on any stock exchange. It is an unlisted company.
The compliance status of Finwizard Securities is compliant as of 11 September 2026. The company is actively filing with the Registrar of Companies.