About Sortvest Private Limited
Data last updated: 07 February 2026
Sortvest Private Limited is a private limited company based in Mumbai, Maharashtra, India. It specialises in brokerage and trading services, a part of the broader financial services sector. Incorporated on 21 December 2015, the company has been in operation for over 11 years.
Registered with ROC Mumbai under CIN U74999MH2015PTC271177.
Capital: an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. Formerly known as Seven Advisers Private Limited. It is led by directors Sanjukta Das and Smita Dilip Priolkar.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: B/404 N G Park Building No. 3 Shiv Vallabh Road Rawalpada Dahisar East, Mumbai, Maharashtra, India – 400068.
As per the financials filed for FY 2025, the company reported a revenue of ₹5.2 Lakh, a growth of 43% compared to the previous year.
The company is associated with 1 brand - Sortvest.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website sortvest.com.
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Registered AddressB/404 N G Park Building No. 3 Shiv Vallabh Road Rawalpada Dahisar East, Mumbai, Maharashtra, India – 400068
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IndustryFinancial Services, Brokerage & Trading 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
Associated Brands with Sortvest Private Limited
Sortvest Private Limited operates one associated brand: Sortvest. These brands represent Sortvest Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Offers comprehensive investment management and financial planning services to clients. | sortvest.com |
Competitors & Alternatives of Sortvest Private Limited
Brands and companies operating in the same space as Sortvest Private Limited include Fidelity Investments, UTI Mutual Fund, Goldman Sachs and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Fidelity Investments
|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States, United States | 1946 |
UTI Mutual Fund
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Mutual funds, portfolio management, and retirement planning services are offered. | Mumbai, India, India | 2001 |
Goldman Sachs
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Investment banking services are delivered across multiple financial sectors. | New York, United States, United States | 1869 |
S&P Global
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Platform offering business intelligence solutions that combine data and actionable analytics for clients | New York, United States, United States | 1917 |
Sundaram Finance
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Provider of consumer & SME loans and equipment & vehicle leasing services | Chennai, India, India | 1954 |
Bank of America
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Commercial banking and asset management services are offered worldwide. | Charlotte, United States, United States | 1904 |
State Street
|
Financial services are provided to asset managers worldwide. | Boston, United States, United States | - |
FIS
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Software suites for banks and financial institutions are provided. | Jacksonville, United States, United States | 1968 |
Avendus
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Corporate advisory and investment services are provided to clients. | Mumbai, India, India | 1999 |
360 One
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Asset and wealth management software is provided for businesses. | Mumbai, India, India | 2008 |
Business Activity of Sortvest Private Limited
Sortvest 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 Sortvest Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Auditor Details of Sortvest Private Limited
Sortvest Private Limited is audited by RAHUL SOLANKI & ASSOCIATES for the financial year 2022. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| RAHUL SOLANKI & ASSOCIATES | Locked | Locked | Locked |
Complete auditor history for Sortvest Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
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Board of Directors of Sortvest Private Limited
Sortvest Private Limited is currently managed by 2 directors, with 3 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 |
|---|---|---|---|---|
| Sanjukta Das | Director | 25 May 2021 | 5 Years 2 Months | Current |
| Smita Dilip Priolkar | Director | 21 Dec 2015 | 10 Years 7 Months | Current |
Financials of Sortvest Private Limited FY 2025 filings available
Sortvest Private Limited reported revenue of ₹5.2 Lakh (up 43.00% YoY) for FY 2025.
Ten-year financial statements for Sortvest Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
- Cash-flow statements
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Ownership and Shareholding of Sortvest Private Limited
Shareholding and ownership data for Sortvest Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
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Charges & Borrowings Sortvest Private Limited
Sortvest Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Sortvest Private Limited
View historical data on people associated with Sortvest Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Sortvest Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
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GST Compliance of Sortvest Private Limited
GST registrations and filing compliance for Sortvest Private Limited
State-wise registrations, return filing status, HSN and SAC details, and jurisdiction records require an active report plan.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
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Credit Ratings, Litigation & Regulatory Alerts for Sortvest Private Limited
Credit ratings, litigation, and regulatory alerts for Sortvest Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
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MSME Payment Delays by Sortvest Private Limited
MSME payment history for Sortvest Private Limited
Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
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Subsidiaries & Group Companies of Sortvest Private Limited
Corporate group structure for Sortvest Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
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MCA Filings & Documents of Sortvest Private Limited
MCA filings and documents for Sortvest Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Recent Activity on Sortvest Private Limited
Frequently Asked Questions about Sortvest Private Limited
Sortvest Private Limited is an active private limited company in the financial services sector based in Mumbai, Maharashtra, India. It was incorporated on 21 December 2015 (11+ years old) and is registered under CIN U74999MH2015PTC271177.
Sortvest Private Limited reported revenue of ₹5.2 Lakh for FY 2025 (up 43.00% YoY).
The current directors of Sortvest Private Limited are:
- Sanjukta Das - Director
- Smita Dilip Priolkar - Director
The primary industry of Sortvest Private Limited is financial services. The company specifically operates in brokerage and trading services. The company is currently active in this sector.
Sortvest Private Limited can be reached at the registered office: B404 N G Park Building No. 3 Shiv Vallabh Road Rawalpada Dahisar East, Mumbai, Maharashtra, India – 400068, or through the website sortvest.com.
The authorised capital is ₹1 Lakh, and the paid-up capital is ₹1 Lakh.