Fundwise Financial Services Private Limited.

Fundwise Financial Services Private Limited. - financial services in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
CIN U67120MH2007PTC172673 Incorporated 28 July 2007 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Private Limited Company financial services MSME · Micro
Data last updated
Revenue · FY 2024
₹1.71 Cr
▲ 34% YoY
Net profit · FY 2024
₹24.1 Lakh
Net margin 14.1%
EBITDA · FY 2024
₹37.61 Lakh
EBITDA margin 22%
Authorised capital
₹5 Lakh
Registered with MCA
Paid-up capital
₹1 Lakh
Issued & subscribed
Open charges
₹17 Lakh
Secured borrowings
Company age
19 yrs
Est. 2007
Directors on board
3
As per MCA filings

About Fundwise Financial Services Private Limited.

Data last updated:

Fundwise Financial Services Private Limited. is a private limited company based in Mumbai, Maharashtra, India. It operates in the brokerage and trading services segment of the financial services sector. It was incorporated on 28 July 2007 and has been in existence for over 19 years.

The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67120MH2007PTC172673. Its GSTIN is 27AABCF1121H1Z6 (Maharashtra).

The company has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors including Bhavisha Jimit Majithia and Mitesh Hasmukhlal Shah.

Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2024. The registered office is at A – 602 Express Zone Off. Western Express Highway Malad East, Mumbai, Maharashtra, India – 400097.

As per the financials filed for FY 2024, the company reported a revenue of ₹1.71 Cr, a growth of 34% compared to the previous year. For the same year it recorded a net profit of ₹24.1 Lakh (net margin 14.1%) and EBITDA of ₹37.61 Lakh (EBITDA margin 22%). Revenue has grown at a compounded annual rate (CAGR) of 15% over three years and 20% over five years.

As per MCA filings, the company has open charges of ₹17 Lakh on record.

Fundwise Financial Services Private Limited. is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-MH-18-0246290). The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website fundwise.in.

Company details

CIN U67120MH2007PTC172673
Registration Number 172673
Incorporation Date 28 July 2007
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2024
Compliance Status Active Compliant
MSME Classification Micro
Udyam Registration UDYAM-MH-18-0246290

Recognitions & Rankings of Fundwise Financial Services Private Limited

MSME (Udyam registered) Ministry of MSME
Category
Micro (2024-25)
Udyam number
UDYAM-MH-18-0246290

Contact details

Fundwise Financial Services Private Limited.'s registered office is in Mumbai, Maharashtra. Its website is fundwise.in. Its e-mail address and telephone number are in the company report.

  • Email
  • Telephone
  • Social Media
  • Registered Address
    A – 602 Express Zone Off. Western Express Highway Malad East, Mumbai, Maharashtra, India – 400097
  • Industry
    Financial Services, Brokerage & Trading Services

To see the full contact details of Fundwise Financial Services Private Limited., buy the company report.

Comprehensive company report
Fundwise Financial Services 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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Business activity

The main business activity of Fundwise Financial Services Private Limited is financial and insurance service. In detail, this covers other financial activities.

Main activity group codeMain activityBusiness activity codeBusiness activityShare of turnover
KFinancial and insurance ServiceK8Other financial activities

To see the full business activity and turnover split of Fundwise Financial Services Private Limited., buy the company report.

Financials of Fundwise Financial Services Private Limited.

FY 2024 filings available

Fundwise Financial Services Private Limited. reported revenue of ₹1.71 Cr (up 34% YoY) for FY 2024.

Revenue · FY 2024
₹1.71 Cr ▲ 34%
Net profit · FY 2024
₹24.1 Lakh margin 14.1%
EBITDA · FY 2024
₹37.61 Lakh margin 22%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▲ 34%
3 years · compounded
▲ 15%
5 years · compounded
▲ 20%
EBITDA CAGR growth
1 year
▲ 42%
3 years · compounded
▲ 57%
5 years · compounded
▲ 63%

Revenue has grown at a compounded annual rate (CAGR) of 20% over five years, including 34% growth in the latest year. EBITDA rose 42% 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₹37.61 Lakh
Profit Before Tax
Tax Expense
Net Profit (PAT)₹24.1 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 Margin22%
Net Profit Margin14.1%
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 Fundwise Financial Services Private Limited., buy the company report.

Board of directors of Fundwise Financial Services Private Limited.

Fundwise Financial Services Private Limited has 3 current directors and 5 former directors. Current directors are listed first, with their designation and appointment date.

Current Directors
NameDesignationAppointment DateTenureStatus
Bhavisha Jimit MajithiaDirector28 Jul 200719 Years 3 MonthsCurrent
Mitesh Hasmukhlal ShahDirector25 May 20242 Years 5 MonthsCurrent
Jimit Ramesh MajithiaDirector16 Jul 20242 Years 3 MonthsCurrent

Auditor

Fundwise Financial Services Private Limited. is audited by P C R S & CO LLP for the financial year 2023.

Auditor firmFinancial yearFirm registration number
P C R S & CO LLPFY 2023124313W

Shareholding

The shareholding of Fundwise Financial Services 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 Fundwise Financial Services Private Limited., buy the company report.

Charges & borrowings

Open charges
₹17 Lakh
Satisfied charges
None
Breakdown by lending institutions
Hdfc Bank Limited₹0.17 Cr
Latest charge details
DateCharge IDLenderAmountStatusModified or satisfied on
27 Jan 2021100413500Hdfc Bank Limited₹17 LakhOpen

Total charge records: 1 View all charges

MSME payment delays

No delayed payments to MSME suppliers are on our record for Fundwise Financial Services Private Limited.; the supplier-wise MSME Form 1 check is in the company report Buy the company report.

GST

Fundwise Financial Services Private Limited has 1 GST registration: 1 active.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
27AABCF1121H1Z6MaharashtraActive01 Jul 2017

To see the full GST registrations and return filing status of Fundwise Financial Services Private Limited., buy the company report.

Recent activity

Fundwise Financial Services Private Limited. has 8 board changes on record since 2007: 3 appointments and 5 cessations. The latest: Jimit Ramesh Majithia ceased to be Additional Director on 29 Sep 2024.

AGM
Fundwise Financial Services Private Limited. last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Ceased
Jimit Ramesh Majithia ceased to be Additional Director.
Ceased
Mitesh Hasmukhlal Shah ceased to be Additional Director.
Ceased
Bhavisha Jimit Majithia ceased to be Director.
Appointed
Jimit Ramesh Majithia was appointed as Director.
Appointed
Mitesh Hasmukhlal Shah was appointed as Director.
Filing
Fundwise Financial Services Private Limited. has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Mumbai.
Charges
A charge with Hdfc Bank Limited amounted to Rs. 17.00 Lakh with Charge ID 100413500 was registered on 27 Jan 2021.
Ceased
Shobha Ramesh Majithia ceased to be Additional Director.
Ceased
Kunal Kirti Thakkar ceased to be Director.
Appointed
Bhavisha Jimit Majithia was appointed as Director.
Incorporation
28 Jul 2007
Fundwise Financial Services Private Limited. was registered on 28 Jul 2007 with Roc Mumbai & aged 19 years 3 months as per MCA records.

Frequently asked questions

Fundwise Financial Services Private Limited is an active private limited company based in Mumbai, Maharashtra, India. The company works in brokerage and trading services, within the financial services industry. It was incorporated on 28 July 2007 (19+ years old) and is registered under CIN U67120MH2007PTC172673.

Fundwise Financial Services Private Limited has 3 current directors:

The latest financial statements of Fundwise Financial Services Private Limited on record with the MCA are for the year ended 31 March 2024. Its last annual general meeting was held on 30 September 2025. Year-wise statements from 2015 are in the company report.

The GSTIN of Fundwise Financial Services Private Limited is 27AABCF1121H1Z6, registered in Maharashtra.

The CIN (Corporate Identification Number) of Fundwise Financial Services Private Limited is U67120MH2007PTC172673. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Fundwise Financial Services Private Limited was incorporated on 28 July 2007, making it 19+ years old. It is registered with the Registrar of Companies, Mumbai.

Jimit Ramesh Majithia ceased to be Additional Director on 29 Sep 2024. Mitesh Hasmukhlal Shah ceased to be Additional Director on 29 Sep 2024. Bhavisha Jimit Majithia ceased to be Director on 16 Jul 2024. Fundwise Financial Services Private Limited has 8 board changes on record in total.

Yes, Fundwise Financial Services Private Limited is registered as a micro enterprise under Udyam registration (number: UDYAM-MH-18-0246290).

Fundwise Financial Services Private Limited can be reached through the website fundwise.in. Its registered office is in Mumbai, Maharashtra, India.

The registered office of Fundwise Financial Services Private Limited is at A – 602 Express Zone Off. Western Express Highway Malad East, Mumbai, Maharashtra, India – 400097.