Investwise Asset Services Private Limited
About Investwise Asset Services Private Limited
Data last updated: 07 February 2026
Investwise Asset Services Private Limited is a private limited company based in Shimla, Himachal Pradesh, India. It specialises in insurance and pension services, a part of the broader insurance sector. Incorporated on 02 May 2018, the company has been in operation for over 8 years.
Registered with ROC Himachal Pradesh under CIN U67200HP2018PTC006998.
Capital: an authorised share capital of ₹10 Lakh and a paid-up capital of ₹1 Lakh. Formerly known as Mutual Wealth Management & Consultancy Private Limited and Mutual Wealth Services Private Limited. It is led by directors including Tarun Sood and Dimple Sood.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: Shop No. 123 Block No. 16A Sda Complex Kasumpati, Shimla, Himachal Pradesh, India – 171009.
As per the financials filed for FY 2025, the company reported a revenue of ₹19.28 Lakh, a growth of 18% compared to the previous year.
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Registered AddressShop No. 123 Block No. 16A Sda Complex Kasumpati, Shimla, Himachal Pradesh, India – 171009
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IndustryInsurance, Insurance & Pension 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
Name History of Investwise Asset Services Private Limited
Investwise Asset Services Private Limited has undergone 2 name changes throughout its history. The company was previously known as Mutual Wealth Management & Consultancy Private Limited, and Mutual Wealth Services Private Limited. The current legal name is Investwise Asset Services Private Limited, reflecting the company's evolution and rebranding over time.
| Company Name | Status |
|---|---|
| Investwise Asset Services Private Limited | Current |
| Mutual Wealth Management & Consultancy Private Limited | Previous |
| Mutual Wealth Services Private Limited | Previous |
Business Activity of Investwise Asset Services Private Limited
Investwise Asset Services Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
Business activity turnover details for Investwise Asset Services Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
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Board of Directors of Investwise Asset Services Private Limited
Investwise Asset Services Private Limited is currently managed by 5 directors, with 4 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Tarun Sood | Director | 02 May 2018 | 8 Years 3 Months | Current |
| Dimple Sood | Director | 02 May 2018 | 8 Years 3 Months | Current |
| Vanshika Sood | Director | 26 Nov 2018 | 7 Years 8 Months | Current |
| Pushpa | Director | 26 Nov 2018 | 7 Years 8 Months | Current |
| Avantika Sood | Director | 10 Jan 2024 | 2 Years 7 Months | Current |
Financials of Investwise Asset Services Private Limited FY 2025 filings available
Investwise Asset Services Private Limited reported revenue of ₹19.28 Lakh (up 18.00% YoY) for FY 2025.
Ten-year financial statements for Investwise Asset Services Private Limited
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Ownership and Shareholding of Investwise Asset Services Private Limited
Shareholding and ownership data for Investwise Asset Services Private Limited
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Charges & Borrowings Investwise Asset Services Private Limited
Investwise Asset Services Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Investwise Asset Services Private Limited
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Employee and EPFO history for Investwise Asset Services Private Limited
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GST Compliance of Investwise Asset Services Private Limited
GST registrations and filing compliance for Investwise Asset Services Private Limited
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Credit Ratings, Litigation & Regulatory Alerts for Investwise Asset Services Private Limited
Credit ratings, litigation, and regulatory alerts for Investwise Asset Services Private Limited
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MSME Payment Delays by Investwise Asset Services Private Limited
MSME payment history for Investwise Asset Services Private Limited
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Subsidiaries & Group Companies of Investwise Asset Services Private Limited
Corporate group structure for Investwise Asset Services Private Limited
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MCA Filings & Documents of Investwise Asset Services Private Limited
MCA filings and documents for Investwise Asset Services Private Limited
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- Annual returns and statements
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Recent Activity on Investwise Asset Services Private Limited
Frequently Asked Questions about Investwise Asset Services Private Limited
Investwise Asset Services Private Limited is an active private limited company in the insurance sector based in Shimla, Himachal Pradesh, India. It was incorporated on 02 May 2018 (8+ years old) and is registered under CIN U67200HP2018PTC006998.
Investwise Asset Services Private Limited reported revenue of ₹19.28 Lakh for FY 2025 (up 18.00% YoY).
The current directors of Investwise Asset Services Private Limited are:
- Tarun Sood - Director
- Dimple Sood - Director
- Vanshika Sood - Director
- Pushpa - Director
- Avantika Sood - Director
The primary industry of Investwise Asset Services Private Limited is insurance. The company specifically operates in insurance and pension services. The company is currently active in this sector.
Investwise Asset Services Private Limited can be reached at the registered office: Shop No. 123 Block No. 16A Sda Complex Kasumpati, Shimla, Himachal Pradesh, India – 171009.
The authorised capital is ₹10 Lakh, and the paid-up capital is ₹1 Lakh.