About Firstrate Wealthtech Private Limited
Data last updated: 11 February 2026
Firstrate Wealthtech Private Limited is a private limited company based in Pune, Maharashtra, India. It specialises in IT consulting and support services, a part of the broader technology and IT services sector. Incorporated on 18 April 2022.
Registered with ROC Pune under CIN U72900PN2022PTC210433.
Capital: an authorised share capital of ₹10 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors David Albert Stone and Nayan Vinayakrao Madhamshettiwar.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: 303 – A Viva Hall Dsk Ranwara Lane Patil Nagar Bavdhan, Pune, Maharashtra, India – 411021.
As per the financials filed for FY 2024, the company reported a revenue of ₹14.02 Cr, a growth of 50% compared to the previous year.
The company has a workforce of approximately 44 employees as per the latest available data.
The company is associated with 1 brand - Firstrate Wealthtech.
For more details, the company can be reached via its website firstratewealthtech.in.
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Registered Address303 – A Viva Hall Dsk Ranwara Lane Patil Nagar Bavdhan, Pune, Maharashtra, India – 411021
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IndustryInformation Technology, IT Consulting & Support 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
Associated Brands with Firstrate Wealthtech Private Limited
Firstrate Wealthtech Private Limited operates one associated brand: FirstRate WealthTech. These brands represent Firstrate Wealthtech Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Offers AI-powered solutions for investment performance and wealth reporting. | firstratewealthtech.in |
Competitors & Alternatives of Firstrate Wealthtech Private Limited
Brands and companies operating in the same space as Firstrate Wealthtech Private Limited include Addepar, Delta Capita, sei and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Addepar
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Wealth management solutions are delivered for investment advisors. | Mountain View, United States, United States | 2009 |
Delta Capita
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Provider of consulting, managed services, and technology solutions for financial services | London, United Kingdom, United Kingdom | 2010 |
sei
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Wealth and investment management solutions are offered to institutional investors. | Oaks, United States, United States | 1968 |
Centricity
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Digital private wealth management platform for individuals | Gurugram, India, India | 2022 |
Avaloq
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Cloud-based solutions for financial institutions are provided by Avaloq. | Zurich, Switzerland, Switzerland | 1985 |
Broadridge
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Cloud-based accounting and financial management solutions are offered to businesses. | New York, United States, United States | 2007 |
Sanctuary Wealth
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Solutions are provided to wealth managers for client management. | Indianapolis, United States, United States | 2018 |
360 One
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Asset and wealth management software is provided for businesses. | Mumbai, India, India | 2008 |
InvestCloud
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Investment management software is provided for advisors and institutions. | West Hollywood, United States, United States | 2010 |
Envestnet
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Cloud-based solutions are offered for wealth management and financial advising. | Berwyn, United States, United States | 1999 |
Business Activity of Firstrate Wealthtech Private Limited
Firstrate Wealthtech Private Limited is engaged in the principal business activity of information and communication, with detailed activities including publishing of computer operating systems, system software, application software, games, etc..
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| J | Information and communication | J2 | Publishing of computer operating systems, system software, application software, games, etc. | Locked |
Business activity turnover details for Firstrate Wealthtech Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
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Auditor Details of Firstrate Wealthtech Private Limited
Firstrate Wealthtech Private Limited is audited by S D CHOPDE & CO. 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 |
|---|---|---|---|
| S D CHOPDE & CO. | Locked | Locked | Locked |
Complete auditor history for Firstrate Wealthtech Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
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Board of Directors of Firstrate Wealthtech Private Limited
Firstrate Wealthtech 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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David Albert Stone
Also directs:
Firstrate Infotech Private Limited
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Director | 18 Apr 2022 | 4 Years 3 Months | Current |
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Nayan Vinayakrao Madhamshettiwar
Also directs:
Agn Foodcrafts Llp
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Director | 18 Apr 2022 | 4 Years 3 Months | Current |
Financials of Firstrate Wealthtech Private Limited FY 2025 filings available
Firstrate Wealthtech Private Limited reported revenue of ₹14.02 Cr (up 50.00% YoY) for FY 2024.
Ten-year financial statements for Firstrate Wealthtech Private Limited
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Ownership and Shareholding of Firstrate Wealthtech Private Limited
Shareholding and ownership data for Firstrate Wealthtech Private Limited
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Charges & Borrowings Firstrate Wealthtech Private Limited
Firstrate Wealthtech Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Firstrate Wealthtech Private Limited
Firstrate Wealthtech Private Limited has a workforce of 44 employees as of Apr 05, 2024.
Employee and EPFO history for Firstrate Wealthtech Private Limited
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GST Compliance of Firstrate Wealthtech Private Limited
GST registrations and filing compliance for Firstrate Wealthtech Private Limited
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Credit Ratings, Litigation & Regulatory Alerts for Firstrate Wealthtech Private Limited
Credit ratings, litigation, and regulatory alerts for Firstrate Wealthtech Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
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MSME Payment Delays by Firstrate Wealthtech Private Limited
MSME payment history for Firstrate Wealthtech Private Limited
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Subsidiaries & Group Companies of Firstrate Wealthtech Private Limited
Corporate group structure for Firstrate Wealthtech Private Limited
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MCA Filings & Documents of Firstrate Wealthtech Private Limited
MCA filings and documents for Firstrate Wealthtech Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
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Verified entity values are shown only after access is granted.
Recent Activity on Firstrate Wealthtech Private Limited
Frequently Asked Questions about Firstrate Wealthtech Private Limited
Firstrate Wealthtech Private Limited is an active private limited company in the information technology sector based in Pune, Maharashtra, India. It was incorporated on 18 April 2022 (4+ years old) and is registered under CIN U72900PN2022PTC210433. The company has 44 employees.
Firstrate Wealthtech Private Limited reported revenue of ₹14.02 Cr for FY 2024 (up 50.00% YoY).
The current directors of Firstrate Wealthtech Private Limited are:
- David Albert Stone - Director
- Nayan Vinayakrao Madhamshettiwar - Director
The primary industry of Firstrate Wealthtech Private Limited is information technology. The company specifically operates in IT consulting and support services. The company is currently active in this sector.
Firstrate Wealthtech Private Limited can be reached at the registered office: 303 – A Viva Hall Dsk Ranwara Lane Patil Nagar Bavdhan, Pune, Maharashtra, India – 411021, or through the website firstratewealthtech.in.
The authorised capital is ₹10 Lakh, and the paid-up capital is ₹1 Lakh.