About RB Wealth Insight Private Limited
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RB Wealth Insight Private Limited is a private limited company based in Bangalore, Karnataka, India. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 30 April 2009 and has been in existence for over 17 years.
The company is registered with the Registrar of Companies (ROC), Bangalore, under CIN U67120KA2009PTC049725. Its GSTIN is 29AAECR3252Q1ZS (Karnataka).
The company has an authorised share capital of ₹10 Lakh and a paid-up capital of ₹9.2 Lakh. It is led by directors including Dipen Kumar Dutta (Whole-Time Director) and Bipin Kumar Singh.
Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at # 9 Avs Compound 80 Ft Road Ejipura Koramangala, Bangalore, Karnataka, India – 560034.
As per the financials filed for FY 2025, the company reported a revenue of ₹6.05 Cr, a growth of 46% compared to the previous year. For the same year it recorded a net profit of ₹3.36 Lakh (net margin 0.6%) and EBITDA of ₹15.68 Lakh (EBITDA margin 2.6%). Revenue has grown at a compounded annual rate (CAGR) of 44% over three years and 45% over five years.
As per MCA filings, the company has open charges of ₹15 Lakh and satisfied charges of ₹2.88 Lakh on record.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website wealthinsight.co.in.
Company details
Contact details
RB Wealth Insight Private Limited's registered office is in Bangalore, Karnataka. Its website is wealthinsight.co.in. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Registered Address# 9 Avs Compound 80 Ft Road Ejipura Koramangala, Bangalore, Karnataka, India – 560034
- IndustryFinancial Services, Portfolio Management Services
To see the full contact details of RB Wealth Insight Private Limited, buy the company report.
- 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
Business activity
The main business activity of RB Wealth Insight is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of RB Wealth Insight Private Limited, buy the company report.
Financials of RB Wealth Insight Private Limited
FY 2025 filings availableRB Wealth Insight Private Limited reported revenue of ₹6.05 Cr (up 46% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 45% over five years, including 46% growth in the latest year. EBITDA rose 14% 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
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| EBITDA | ₹15.68 Lakh | ||||
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| Net Profit (PAT) | ₹3.36 Lakh | ||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| EBITDA Margin | 2.6% | ||||
| Net Profit Margin | 0.6% | ||||
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To see the full financial statements and ratios of RB Wealth Insight Private Limited, buy the company report.
Board of directors of RB Wealth Insight Private Limited
RB Wealth Insight has 3 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Bipin Kumar Singh | Director | 30 Apr 2009 | 17 Years 6 Months | Current |
| Dipen Kumar Dutta Also directs: Saransh Opportunities LLP | Whole-Time Director | 29 Sep 2012 | 14 Years 1 Months | Current |
| Rohan Bhate Also directs: Saransh Opportunities LLP | Director | 30 Apr 2009 | 17 Years 6 Months | Current |
Auditor
RB Wealth Insight Private Limited is audited by ISHWAR AND GOPAL for the financial year 2022.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| ISHWAR AND GOPAL | FY 2022 | 001154S |
Shareholding
The shareholding of RB Wealth Insight Private Limited is on record for 5 financial years, the latest being FY 2022, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of RB Wealth Insight Private Limited, buy the company report.
Charges & borrowings
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 19 Mar 2015 | 10604452 | Indian Bank | ₹15 Lakh | Open | |
| 19 Jun 2020 | 100345030 | Indian Bank | ₹2.88 Lakh | Satisfied |
To see the full charge records of RB Wealth Insight Private Limited, buy the company report.
Total charge records: 2 View all charges
Legal cases
No court or tribunal cases involving RB Wealth Insight Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for RB Wealth Insight Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
RB Wealth Insight has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 29AAECR3252Q1ZS | Karnataka | Active | 01 Jul 2017 |
To see the full GST registrations and return filing status of RB Wealth Insight Private Limited, buy the company report.
Recent activity
RB Wealth Insight Private Limited has 4 board changes on record since 2009: 3 appointments and 1 cessation. The latest: Dipen Kumar Dutta was appointed as Whole-Time Director on 29 Sep 2012.
Frequently asked questions
RB Wealth Insight is an active private limited company based in Bangalore, Karnataka, India. The company works in portfolio management services, within the financial services industry. It was incorporated on 30 April 2009 (17+ years old) and is registered under CIN U67120KA2009PTC049725.
RB Wealth Insight has 3 current directors:
- Dipen Kumar Dutta - Whole-Time Director
- Bipin Kumar Singh - Director
- Rohan Bhate - Director
The latest financial statements of RB Wealth Insight on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from 2015 are in the company report.
The GSTIN of RB Wealth Insight is 29AAECR3252Q1ZS, registered in Karnataka.
The CIN (Corporate Identification Number) of RB Wealth Insight is U67120KA2009PTC049725. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
RB Wealth Insight was incorporated on 30 April 2009, making it 17+ years old. It is registered with the Registrar of Companies, Bangalore.
Dipen Kumar Dutta was appointed as Whole-Time Director on 29 Sep 2012. Polu Sreedhar ceased to be Director on 16 Mar 2011. Bipin Kumar Singh was appointed as Director on 30 Apr 2009. RB Wealth Insight has 4 board changes on record in total.
RB Wealth Insight can be reached through the website wealthinsight.co.in. Its registered office is in Bangalore, Karnataka, India.
The registered office of RB Wealth Insight is at # 9 Avs Compound 80 Ft Road Ejipura Koramangala, Bangalore, Karnataka, India – 560034.
RB Wealth Insight operates in the financial services industry, in the portfolio management services segment.
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