Fund Tree Insurance Brokers Private Limited

Fund Tree Insurance Brokers Private Limited - financial services in Navi Mumbai, Maharashtra, India. FY 2026 financials & compliance.
CIN U66000MH2010PTC207878 Incorporated 20 September 2010 ROC Mumbai HQ Navi Mumbai, Maharashtra, India
Active Private Limited Company financial services MSME · Micro
Revenue · FY 2024
₹79.97 Lakh
▲ 12% YoY
Net profit · FY 2024
₹4.93 Lakh
Net margin 6.2%
EBITDA · FY 2024
₹13.31 Lakh
EBITDA margin 16.6%
Authorised capital
₹75 Lakh
Registered with MCA
Paid-up capital
₹75 Lakh
Issued & subscribed
Open charges
₹18.24 Lakh
Secured borrowings
Company age
16 yrs
Est. 2010
Directors on board
2
As per MCA filings

About Fund Tree Insurance Brokers Private Limited

Data last updated:

Fund Tree Insurance Brokers Private Limited is a private limited company based in Navi Mumbai, Maharashtra, India. It operates in the insurance brokerage and advisory segment of the financial services sector. It was incorporated on 20 September 2010 and has been in existence for over 16 years.

The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U66000MH2010PTC207878. Its GSTIN is 27AABCF6048B1ZY (Maharashtra).

The company has an authorised share capital of ₹75 Lakh and a paid-up capital of ₹75 Lakh. It is led by directors Bhavendra Narain Mishra and Nirmala Mishra.

Its last annual general meeting (AGM) was held on 30 September 2024, and its latest financial statements are for the year ended 31 March 2024. The registered office is at Flat No. 04 Plot No. 271 Sector – 28 Vashi, Navi Mumbai, Maharashtra, India – 400703.

As per the financials filed for FY 2024, the company reported a revenue of ₹79.97 Lakh, a growth of 12% compared to the previous year. For the same year it recorded a net profit of ₹4.93 Lakh (net margin 6.2%) and EBITDA of ₹13.31 Lakh (EBITDA margin 16.6%). Revenue has grown at a compounded annual rate (CAGR) of 24% over three years and 18% over five years.

The company is associated with 1 brand: Fundtree Insurance Brokers. As per MCA filings, the company has open charges of ₹18.24 Lakh on record. The company has 2 deals on record (1 funding round, 1 rights issue), with disclosed funding of ₹10 Lakh; the latest was in March 2021.

Fund Tree Insurance Brokers Private Limited is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-MH-33-0162016). The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website fundtreeindia.com.

Company details

CIN U66000MH2010PTC207878
Registration Number 207878
Incorporation Date 20 September 2010
ROC Mumbai
Listing Status Unlisted
Company Status Active
Compliance Status Active Compliant
MSME Classification Micro
Udyam Registration UDYAM-MH-33-0162016
Key People
Bhavendra Narain Mishra Director Nirmala Mishra Director

Recognitions & Rankings of Fund Tree Insurance Brokers

MSME (Udyam registered) Ministry of MSME
Category
Micro (2024-25)
Udyam number
UDYAM-MH-33-0162016

Contact details

Fund Tree Insurance Brokers Private Limited's registered office is in Navi Mumbai, Maharashtra. Its website is fundtreeindia.com. Its e-mail address and telephone number are in the company report.

  • Email
  • Telephone
  • Website
    fundtreeindia.com
  • Registered Address
    Flat No. 04 Plot No. 271 Sector – 28 Vashi, Navi Mumbai, Maharashtra, India – 400703
  • Industry
    Financial Services, Insurance Brokerage & Advisory

To see the full contact details of Fund Tree Insurance Brokers Private Limited, buy the company report.

Comprehensive company report
Fund Tree Insurance Brokers Private Limited - one report that includes everything
  • 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
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Brands

Fund Tree Insurance Brokers operates one associated brand: Fundtree Insurance Brokers. Each brand links to its own profile.

BrandDescriptionWebsite
Fundtree Insurance Brokers
Insurance broking services for life, general, and health insurance in India.fundtreeindia.com

Business activity

The main business activity of Fund Tree Insurance Brokers is financial and insurance service. In detail, this covers life/non-life insurance and reinsurance activities.

Main activity group codeMain activityBusiness activity codeBusiness activityShare of turnover
KFinancial and insurance ServiceK3Life/Non-life Insurance and Reinsurance activities

To see the full business activity and turnover split of Fund Tree Insurance Brokers Private Limited, buy the company report.

Financials of Fund Tree Insurance Brokers Private Limited

FY 2024 filings available

Fund Tree Insurance Brokers Private Limited reported revenue of ₹79.97 Lakh (up 12% YoY) for FY 2024.

Revenue · FY 2024
₹79.97 Lakh ▲ 12%
Net profit · FY 2024
₹4.93 Lakh margin 6.2%
EBITDA · FY 2024
₹13.31 Lakh margin 16.6%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▲ 12%
3 years · compounded
▲ 24%
5 years · compounded
▲ 18%
EBITDA CAGR growth
1 year
▲ 80%
3 years · compounded
▲ 75%
5 years · compounded
▲ 15%

Revenue has grown at a compounded annual rate (CAGR) of 18% over five years, including 12% growth in the latest year. EBITDA rose 80% 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

MetricsFY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
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₹13.31 Lakh
Profit Before Tax
Tax Expense
Net Profit (PAT)₹4.93 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

MetricsFY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Profitability
EBITDA Margin16.6%
Net Profit Margin6.2%
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 Fund Tree Insurance Brokers Private Limited, buy the company report.

Board of directors of Fund Tree Insurance Brokers Private Limited

Fund Tree Insurance Brokers has 2 current directors and 6 former directors. Current directors are listed first, with their designation and appointment date.

Current Directors
NameDesignationAppointment DateTenureStatus
Bhavendra Narain MishraDirector20 Sep 201016 Years 1 MonthsCurrent
Nirmala MishraDirector12 Jun 20242 Years 5 MonthsCurrent
View all directors

Auditor

Fund Tree Insurance Brokers Private Limited is audited by A P MISHRA & ASSOCIATES for the financial year 2023.

Auditor firmFinancial yearFirm registration number
A P MISHRA & ASSOCIATESFY 2023137972W

Shareholding

The shareholding of Fund Tree Insurance Brokers Private Limited is on record for 5 financial years, the latest being FY 2023, split between promoters, domestic institutions, foreign institutions, public shareholders and others.

Shareholder categoryFY 2023FY 2022FY 2021FY 2020FY 2019
Promoters
Domestic institutional investors (DII)
Foreign institutional investors (FII)
Public
Others

To see the full shareholding pattern of Fund Tree Insurance Brokers Private Limited, buy the company report.

Charges & borrowings

Open charges
₹18.24 Lakh
Satisfied charges
None
Breakdown by lending institutions
Hdfc Bank Limited₹0.18 Cr
Latest charge details
DateCharge IDLenderAmountStatusModified or satisfied on
23 Jul 2024100973282Hdfc Bank Limited₹18.24 LakhOpen

Total charge records: 1 View all charges

Deals & funding

Fund Tree Insurance Brokers Private Limited has 2 deals on record (1 funding round, 1 rights issue), with disclosed funding of ₹10 Lakh; the latest was in March 2021.

Total deals
2
Funding round
1
Rights issue
1
Disclosed funding
₹10 Lakh

Deals on record (2 of 2)

WhenDealAmountParties
Mar 2021Rights issue₹15 LakhInvestors: 2 individuals
Mar 2016Funding round₹10 LakhInvestors: an individual

Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.

MSME payment delays

No delayed payments to MSME suppliers are on our record for Fund Tree Insurance Brokers Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.

GST

Fund Tree Insurance Brokers has 1 GST registration: 1 active.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
27AABCF6048B1ZYMaharashtraActive01 Jul 2017

To see the full GST registrations and return filing status of Fund Tree Insurance Brokers Private Limited, buy the company report.

Recent activity

Fund Tree Insurance Brokers Private Limited has 14 board changes on record since 2010: 8 appointments and 6 cessations. The latest: Nidhi Mishra ceased to be Director on 12 Jun 2024.

AGM
Fund Tree Insurance Brokers Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records.
Charges
A charge with Hdfc Bank Limited amounted to Rs. 18.24 Lakh with Charge ID 100973282 was registered on 23 Jul 2024.
Ceased
Nidhi Mishra ceased to be Director.
Appointed
Nirmala Mishra was appointed as Director.
Filing
Fund Tree Insurance Brokers Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Mumbai.
Appointed
Nidhi Mishra was appointed as Director.
Ceased
Dharmendra Kumar ceased to be Director.
Ceased
Sadan Kumar Sinha ceased to be Director.
Ceased
Amit Nag ceased to be Director.
Appointed
Sadan Kumar Sinha was appointed as Director.
Appointed
Dharmendra Kumar was appointed as Director.
Ceased
Rajkumar Natwarlal Sheth ceased to be Director.

6 earlier events are in the company report.

Frequently asked questions

Fund Tree Insurance Brokers is an active private limited company based in Navi Mumbai, Maharashtra, India. The company works in insurance brokerage and advisory, within the financial services industry. It was incorporated on 20 September 2010 (16+ years old) and is registered under CIN U66000MH2010PTC207878.

Fund Tree Insurance Brokers has 2 current directors:

The latest financial statements of Fund Tree Insurance Brokers on record with the MCA are for the year ended 31 March 2024. Its last annual general meeting was held on 30 September 2024. Year-wise statements from 2015 are in the company report.

The GSTIN of Fund Tree Insurance Brokers is 27AABCF6048B1ZY, registered in Maharashtra.

The CIN (Corporate Identification Number) of Fund Tree Insurance Brokers is U66000MH2010PTC207878. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Fund Tree Insurance Brokers was incorporated on 20 September 2010, making it 16+ years old. It is registered with the Registrar of Companies, Mumbai.

Fund Tree Insurance Brokers has 2 deals on record (1 funding round, 1 rights issue), with disclosed funding of ₹10 Lakh; the latest was in March 2021.

Nidhi Mishra ceased to be Director on 12 Jun 2024. Nirmala Mishra was appointed as Director on 12 Jun 2024. Nidhi Mishra was appointed as Director on 18 Apr 2019. Fund Tree Insurance Brokers has 14 board changes on record in total.

Yes, Fund Tree Insurance Brokers is registered as a micro enterprise under Udyam registration (number: UDYAM-MH-33-0162016).

Fund Tree Insurance Brokers can be reached through the website fundtreeindia.com. Its registered office is in Navi Mumbai, Maharashtra, India.