Phonepe Wealth Broking Private Limited - Company Profile

It is a financial services private limited company based in Bangalore South, Karnataka, India, established in 2021.
2021 Bangalore South, Karnataka, India Active
Last Updated:
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About Phonepe Wealth Broking Private Limited

Phonepe Wealth Broking Private Limited, a active private limited company, was established on 27 April 2021 in Bangalore South, Karnataka, India. Engaging in financial product distributors within the financial and insurance service sector, it holds CIN: U65990KA2021PTC146954. Registered under ROC Roc Bangalore. it is unlisted. It has an authorized capital of ₹1,498.70 Cr and a paid-up capital of ₹1,210.15 Cr.

It upholds a compliant status. Employing 154 professional, Its leadership includes Nilesh Datta Naik (Whole-Time Director), Ujjwal Jain (Ceo), Sujit Modi (Whole-Time Director). Past directors included Nilesh Datta Naik, Ujjwal Jain, Raj Ratnam Trivedi. It holds ₹37.50 Cr open charges and no settled loans. Its latest AGM occurred on 25 September 2025, with the balance sheet filed on 31 March 2025. It is based at Office 2, Floor 3, Wing A, Block A, Salarpuria Softzone, Bellandur Village, Varthur Hobli, Outer Ring Road, Bangalore South, Karnataka, 560103.

Company Details
  • Email
    **********
  • Telephone

    +91-XXXXXXXXXX

  • Website
    **********
  • Social Media
    **********
  • Apps
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Company Details

  • CIN/LLPIN

    U65990KA2021PTC146954

  • Registration Number

    146954

  • Incorporation Date

    27 April 2021

  • Authorized Capital

    ₹1,498.70 Cr

  • Paid-Up Capital

    ₹1,210.15 Cr

  • ROC Code

    Roc Bangalore

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 1,498.70 Cr
  • Paid Up Capital ₹ 1,210.15 Cr
  • Company Age 4 Year, 10 Months
  • Last Filing with ROC 31 Mar 2025
  • Open Charges ₹ 37.50 Cr
  • Revenue Growth **** 330.44%
  • Profit Growth **** -429.44%
  • Ebitda **** -429.20%
  • Net Worth 2592.97%
  • Total Assets **** 1031.48%
Company report

Phonepe Wealth Broking Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Phonepe Wealth Broking Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

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Who are the key members and board of directors at Phonepe Wealth Broking Private Limited?
Current Directors
Name Designation Appointment Date Status
Nilesh Datta Naik Whole-Time Director 27 Apr 2021 Current
Ujjwal Jain Ceo 01 Sep 2023 Current
Sujit Modi Whole-Time Director 09 Dec 2024 Current
Meenakshi Sharma Company Secretary 19 Jun 2023 Current
Sai Prakash Manchikanti Director 24 Nov 2023 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Director 23 Nov 2021 Past
Pramod Abcsdd Director 31 Aug 2023 Past
Pramod Abcsdd Director 23 Nov 2021 Past
Pramod Abcsdd Director 01 Jan 2022 Past
Pramod Abcsdd Company Secretary - Past
Pramod Abcsdd Company Secretary 31 May 2023 Past

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Financial Performance of Phonepe Wealth Broking.

Phonepe Wealth Broking Private Limited, for the financial year ended 2023, experienced significant growth in revenue, with a 330.44% increase. The company also saw a substantial fall in profitability, with a 429.44% decrease in profit. The company's net worth Soared by an impressive increase of 2592.97%.

Phonepe Wealth Broking revenue growth over time
Phonepe Wealth Broking profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023) YOY Growth
(FY 2022) (FY 2021) (FY 2020) (FY 2019)
Total Revenue
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 330.44%
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*******
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Revenue from Operations
*******
 284.57%
*******
*******
*******
*******
Total Assets
*******
 1031.48%
*******
*******
*******
*******
Profit or Loss
*******
 -429.44%
*******
*******
*******
*******
Net Worth
*******
 2592.97%
*******
*******
*******
*******
EBITDA
*******
 -429.20%
*******
*******
*******
*******

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What is the Ownership and Shareholding Structure of Phonepe Wealth Broking?

In 2023, Phonepe Wealth Broking had a promoter holding of 100.00%. The company had 2 Subsidiaries. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Pattern (FY 2024)
shareholding
  • Promoters: 92.83%
  • Public: 4.10%
  • Others: 3.07%
Shareholding Pattern over the Year
FY (2024) FY (2023) FY (2022) FY (2021) FY (2020)
Promoters 92.83 94.62 94.55 94.55 94.55
Public 4.10 3.89 3.95 3.96 3.98
Others 3.07 1.49 1.50 1.49 1.47

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Charges (Loans)
Open Charges

₹375,000,000.00

Satisfied Charges

₹0

Charges Breakdown by Lending Institutions
  • The Hongkong And Shanghai Banking Corporation Limited : 37.50 Cr
Latest Charge Details
Date Lender Amount Status
16 Nov 2023 The Hongkong And Shanghai Banking Corporation Limited ₹37.50 Cr Open

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How Many Employees Work at Phonepe Wealth Broking?

Phonepe Wealth Broking has a workforce of 154 employees as of Apr 06, 2024. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.

Employee Date Number of Employees
2020 78,000
2021 80,500
2022 83,200
2023 86,000
2024 89,500
2025 92,000
Deals i
Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Phonepe Wealth Broking, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Phonepe Wealth Broking's trajectory.

Rating
Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts
Alert Indicator

Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

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Latest Updates, News, and FAQs on Phonepe Wealth Broking
Recent Activity within the Organization
  • Director Appointment

    The activity Shashank Kothari was appointed as a Cfo was appointed as a Cfo on 27 Jan 2026 & has been associated with this company since 1 month 9 days . was completed.

  • Charges

    The activity A charge with The Hongkong And Shanghai Banking Corporation Limited of Rs. 37.50 Cr registered on 16 Nov 2023 with Charge ID 100827062 was modified on 13 Nov 2025. was completed.

  • Annual General Meeting

    Progress on Phonepe Wealth Broking Private Limited last Annual general meeting of members was held on 25 Sep 2025 as per latest MCA records. was documented.

  • Balance Sheet

    The activity Phonepe Wealth Broking Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Bangalore. was completed.

  • Director Appointment

    Sujit Modi was appointed as a Whole-time director was appointed as a Whole-time director on 09 Dec 2024 & has been associated with this company since 1 year 2 months . was recorded as a recent event.

  • Director Appointment

    Sai Prakash Manchikanti was appointed as a Director was appointed as a Director on 24 Nov 2023 & has been associated with this company since 2 years 3 months . was recorded as a recent event.

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Recent News, Updates & Announcement

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Frequently Asked Questions
What is the CIN of Phonepe Wealth Broking Private Limited?

The CIN of Phonepe Wealth Broking Private Limited is U65990KA2021PTC146954.

Where is Phonepe Wealth Broking Private Limited headquartered?

Phonepe Wealth Broking Private Limited is headquartered at Office 2, Floor 3, Wing A, Block A, Salarpuria Softzone, Bellandur Village, Varthur Hobli, Outer Ring Road, Bangalore South, Karnataka, 560103.

When was Phonepe Wealth Broking Private Limited incorporated?

Phonepe Wealth Broking Private Limited was incorporated on 27 April 2021.

Who are the current directors of Phonepe Wealth Broking Private Limited?

The current directors of Phonepe Wealth Broking Private Limited are

What is the primary industry of Phonepe Wealth Broking Private Limited?

The primary industry of Phonepe Wealth Broking Private Limited is Financial And Insurance Service.

Is Phonepe Wealth Broking Private Limited a listed company?

Phonepe Wealth Broking Private Limited is unlisted.

What is the capital structure of Phonepe Wealth Broking Private Limited?

The authorized capital of Phonepe Wealth Broking Private Limited is ₹1,498.70 Cr, and the paid-up capital is ₹1,210.15 Cr.

What is the compliance status of Phonepe Wealth Broking Private Limited?

The compliance status of Phonepe Wealth Broking Private Limited is Compliant.

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