Fortune Wealthmax Private Limited
About Fortune Wealthmax Private Limited
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Fortune Wealthmax Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 18 December 2014 and has been in existence for over 12 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67190MH2014PTC260222. The company has 1 GST registration on record, which is no longer active.
The company has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹5 Lakh. It is led by directors Vishal Trehan and Geetanjali Vishal Trehan.
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 103 104 Snow Flama Dosti Flamingos T J Road Sewri, Mumbai, Maharashtra, India – 400015.
As per the financials filed for FY 2020, the company reported a revenue of ₹9.6 Lakh, a decline of 34% compared to the previous year. For the same year it recorded a net profit of ₹5.91 Lakh (net margin 61.5%) and EBITDA of ₹5.85 Lakh (EBITDA margin 60.9%). Revenue has grown at a compounded annual rate (CAGR) of 40% over three years and 25% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
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- Registered Address103 104 Snow Flama Dosti Flamingos T J Road Sewri, Mumbai, Maharashtra, India – 400015
- IndustryFinancial Services, Diversified Financial Services
- 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 Fortune Wealthmax Private Limited
The main business activity of Fortune Wealthmax is financial and insurance service. In detail, this covers other financial activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities | 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 Fortune Wealthmax Private Limited FY 2020 filings available
Fortune Wealthmax Private Limited reported revenue of ₹9.6 Lakh (down 34% YoY) for FY 2020.
Compounded Annual Growth Rate (CAGR) of Fortune Wealthmax Private Limited
Revenue fell 34% in the latest year, but over five years it has grown at a compounded annual rate (CAGR) of 25%. EBITDA rose 208% 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 Fortune Wealthmax Private Limited
| Metrics | FY 2019-20 | FY 2018-19 | FY 2017-18 | FY 2016-17 | FY 2015-16 |
|---|---|---|---|---|---|
| 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 | ₹5.85 Lakh | •••• | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | ₹5.91 Lakh | •••• | •••• | •••• | •••• |
| 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 Fortune Wealthmax Private Limited
| Metrics | FY 2019-20 | FY 2018-19 | FY 2017-18 | FY 2016-17 | FY 2015-16 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 60.9% | •••• | •••• | •••• | •••• |
| Net Profit Margin | 61.5% | •••• | •••• | •••• | •••• |
| 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 Fortune Wealthmax 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 Fortune Wealthmax Private Limited
Fortune Wealthmax Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Other Financial Services). Net profit, margin and employee counts of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Epitome Capital Advisors Private Limited | ₹9.63 Lakh (FY 2016) | •••• | •••• | •••• | Mumbai, Maharashtra, India | |
| Itcsinfotech Private Limited | ₹9.62 Lakh (FY 2025) | •••• | •••• | 22.0% | •••• | Mangalore, Karnataka, India |
| Suman Property Pvt.Ltd. | ₹9.61 Lakh (FY 2024) | •••• | •••• | 32.0% | •••• | Kolkata, West Bengal, India |
| Ssynergy Fund Syndication Private Limited | ₹9.6 Lakh (FY 2024) | •••• | •••• | 36.0% | •••• | Mumbai, Maharashtra, India |
| Orbitz Integrated Business Services Private Limited | ₹9.6 Lakh (FY 2020) | •••• | •••• | 0.0% | •••• | Hyderabad, Telangana, India |
| Fortune Wealthmax Private Limited this company | ₹9.6 Lakh (FY 2020) | •••• | •••• | -34.0% | •••• | Mumbai, Maharashtra, India |
| Gaurav Investments and Consultancy Private Limited | ₹9.59 Lakh (FY 2025) | •••• | •••• | -4.0% | •••• | New Delhi, Delhi, India |
| Khaitan Urja Pvt Ltd | ₹9.59 Lakh (FY 2025) | •••• | •••• | -27.0% | •••• | Kolkata, West Bengal, India |
| Nemesis Financial Services Private Limited | ₹9.59 Lakh (FY 2025) | •••• | •••• | -50.0% | •••• | Mumbai, Maharashtra, India |
| Peak Plastonics Private Limited | ₹9.58 Lakh (FY 2023) | •••• | •••• | 37905.0% | •••• | Mumbai, Maharashtra, India |
| Trimurti Finvest Private Limited | ₹9.58 Lakh (FY 2025) | •••• | •••• | -23.0% | •••• | New Delhi, Delhi, India |
Peers are the five companies nearest above and the five nearest below Fortune Wealthmax by revenue in the BFSI industry (Other Financial Services), 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 Fortune Wealthmax Private Limited
Fortune Wealthmax Private Limited is audited by Arvind & Co. for the financial year 2015.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| Arvind & 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.
Board of Directors of Fortune Wealthmax Private Limited
Fortune Wealthmax has 2 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Vishal Trehan Also directs: V3g Trade Solutions Private Limited | Director | 18 Dec 2014 | 11 Years 9 Months | Current |
| Geetanjali Vishal Trehan Also directs: V3g Trade Solutions Private Limited | Director | 18 Dec 2014 | 11 Years 9 Months | Current |
Ownership and Shareholding of Fortune Wealthmax 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 Fortune Wealthmax Private Limited
Fortune Wealthmax Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Fortune Wealthmax Private Limited
Employment history and EPFO contributions of people linked to Fortune Wealthmax.
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 Fortune Wealthmax Private Limited
Fortune Wealthmax Private Limited has 3 board changes on record since 2014: 2 appointments and 1 cessation. The latest: Hitesh Trambaklal Turakhia ceased to be Director on 27 Nov 2019.
Credit Ratings, Litigation & Regulatory Alerts for Fortune Wealthmax 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 Fortune Wealthmax 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 Fortune Wealthmax 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 Fortune Wealthmax Private Limited
Fortune Wealthmax has 1 GST registration on record, and it has been cancelled or is inactive. Only active GST numbers are listed on this page.
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 Fortune Wealthmax 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 Fortune Wealthmax Private Limited
Fortune Wealthmax is an active private limited company based in Mumbai, Maharashtra, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 18 December 2014 (12+ years old) and is registered under CIN U67190MH2014PTC260222.
Fortune Wealthmax reported revenue of ₹9.6 Lakh for FY 2020 (down 34% YoY).
Fortune Wealthmax has 2 current directors:
- Vishal Trehan - Director
- Geetanjali Vishal Trehan - Director
Fortune Wealthmax reported a net profit of ₹5.91 Lakh (net margin 61.5%) and EBITDA of ₹5.85 Lakh (EBITDA margin 60.9%) for FY 2020, as per its filed financial statements.
The compounded annual growth rate (CAGR) of the revenue of Fortune Wealthmax is -40% over three years and 25% over five years. In the latest year (FY 2020) revenue fell 34%. CAGR is the steady yearly rate that links the first and the last year.
No. Fortune Wealthmax has 1 GST registration on record and it is cancelled or inactive.
The CIN (Corporate Identification Number) of Fortune Wealthmax is U67190MH2014PTC260222. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Fortune Wealthmax was incorporated on 18 December 2014, making it 12+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Fortune Wealthmax by revenue are Epitome Capital Advisors Private Limited, Itcsinfotech Private Limited, Suman Property Pvt.Ltd, Ssynergy Fund Syndication Private Limited, Orbitz Integrated Business Services Private Limited and 5 more, all in the BFSI industry (Other Financial Services).
Hitesh Trambaklal Turakhia ceased to be Director on 27 Nov 2019. Geetanjali Vishal Trehan was appointed as Director on 18 Dec 2014. Vishal Trehan was appointed as Director on 18 Dec 2014.
The registered office of Fortune Wealthmax is at 103 104 Snow Flama Dosti Flamingos T J Road Sewri, Mumbai, Maharashtra, India – 400015.