It is a financial services private limited company based in Pune, Maharashtra, India, established in 2021.
2021 | Pune, Maharashtra, India | ActiveSimply Wealth Financial Services Private Limited, a active private limited company, was established on 23 April 2021 in Pune, Maharashtra, India. Engaging in other financial intermediation within the financial services sector, it holds CIN: U65929PN2021PTC200549. Registered under ROC Roc Pune. it is unlisted. It has an authorized capital of ₹0.20 M and a paid-up capital of ₹0.20 M.
Its leadership includes Robin Jain (Director), Ritu Jain (Director). Its latest AGM occurred on 30 September 2025, with the balance sheet filed on 31 March 2025. It is based at Vedant Appt Flat No 201, Sr No. 116 Baner Road, Pune, Maharashtra, 411045.
U65929PN2021PTC200549
200549
23 April 2021
₹0.20 M
₹0.20 M
Roc Pune
Unlisted
Active
Explore comprehensive insights into Simply Wealth Financial Services Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.
Access Report
| Name | Designation | Appointment Date | Status |
|---|---|---|---|
| Robin Jain | Director | 23 Apr 2021 | Current |
| Ritu Jain | Director | 23 Apr 2021 | Current |
Discover detailed profiles of directors and KMP - Unlock leadership insights today!
Enhance accessibility to Simply Wealth Financial Services's financial data by unlocking access to both Standalone and Consolidated balance sheets, Profit & Loss Statements, Ratios, Related Party Transactions, and additional relevant information.
| Metrics |
| (FY 2022) | (FY 2021) | (FY 2020) | (FY 2019) | ||
|---|---|---|---|---|---|---|---|
| Total Revenue | |||||||
| Revenue from Operations | |||||||
| Total Assets | |||||||
| Profit or Loss | |||||||
| Net Worth | |||||||
| EBITDA |
Unlock access to Simply Wealth Financial Services's control and ownership data, Corporate Shareholding Patterns, Funding (security allotment) details, Foreign Institutional Investor information, Directors and Key Management Personnel (KMP) Remuneration, Group Structure, Overseas Direct Investment and other pertinent data.
Reveal ownership structures and financial performance - Get instant access now!
There are no open charges registered against the company as per our records.
Simply Wealth Financial Services has a workforce of 0 employees as of Mar 27, 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.
Gain comprehensive insights into the Deals and Valuation data of Simply Wealth Financial Services, 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 Simply Wealth Financial Services's trajectory.
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.
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.
Progress on Simply Wealth Financial Services Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records. was documented.
Progress on Simply Wealth Financial Services Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Pune. was documented.
Robin Jain was appointed as a Director was appointed as a Director on 23 Apr 2021 & has been associated with this company since 4 years 8 months . was recorded as a recent event.
Ritu Jain was appointed as a Director was appointed as a Director on 23 Apr 2021 & has been associated with this company since 4 years 8 months . was recorded as a recent event.
The activity Simply Wealth Financial Services Private Limited was registered on 23 Apr 2021 with Roc Pune & aged 4 years 8 months as per MCA records. was completed.
The CIN of Simply Wealth Financial Services Private Limited is U65929PN2021PTC200549.
Simply Wealth Financial Services Private Limited is headquartered at Vedant Appt Flat No 201, Sr No. 116 Baner Road, Pune, Maharashtra, 411045.
Simply Wealth Financial Services Private Limited was incorporated on 23 April 2021.
The current directors of Simply Wealth Financial Services Private Limited are
The primary industry of Simply Wealth Financial Services Private Limited is Financial Services.
Simply Wealth Financial Services Private Limited is unlisted.
The authorized capital of Simply Wealth Financial Services Private Limited is ₹0.20 M, and the paid-up capital is ₹0.20 M.
Search company & director profiles for free and gain access to critical business data.
Company Details
+91-XXXXXXXXXX