About Sortvest Private Limited
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Sortvest Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the brokerage and trading services segment of the financial services sector. It was incorporated on 21 December 2015 and has been in existence for over 11 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74999MH2015PTC271177.
The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It was formerly known as Seven Advisers Private Limited. It is led by directors Sanjukta Das and Smita Dilip Priolkar.
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 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. For the same year it recorded a net profit of ₹2.1 Lakh (net margin 40.5%) and EBITDA of ₹2.92 Lakh (EBITDA margin 56.2%). Revenue has grown at a compounded annual rate (CAGR) of 34% over three years and 31% over five years.
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.
- EmailLocked
- TelephoneLocked
- Website
- Social MediaLocked
- Registered AddressB/404 N G Park Building No. 3 Shiv Vallabh Road Rawalpada Dahisar East, Mumbai, Maharashtra, India – 400068
- IndustryFinancial Services, Brokerage & Trading Services
- 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
- One PDF report, delivered after checkout
Associated Brands with Sortvest Private Limited
Sortvest operates one associated brand: Sortvest. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Offers comprehensive investment management and financial planning services to clients. | sortvest.com |
Business Activity of Sortvest Private Limited
The main business activity of Sortvest is financial and insurance service. In detail, this covers 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
Turnover share and past changes in activity are in the company report.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Financials of Sortvest Private Limited FY 2025 filings available
Sortvest Private Limited reported revenue of ₹5.2 Lakh (up 43% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR) of Sortvest Private Limited
Revenue has grown at a compounded annual rate (CAGR) of 31% over five years, including 43% growth in the latest year. EBITDA rose 39% 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 of Sortvest Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profit and Loss Statement | |||||
| Revenue from Operations | •••• | •••• | •••• | •••• | •••• |
| Other Income | •••• | •••• | •••• | •••• | •••• |
| Total Revenue | •••• | •••• | •••• | •••• | •••• |
| Cost of Materials Consumed | •••• | •••• | •••• | •••• | •••• |
| Employee Benefit Expense | •••• | •••• | •••• | •••• | •••• |
| Finance Costs | •••• | •••• | •••• | •••• | •••• |
| Depreciation and Amortisation | •••• | •••• | •••• | •••• | •••• |
| Other Expenses | •••• | •••• | •••• | •••• | •••• |
| Total Expenses | •••• | •••• | •••• | •••• | •••• |
| EBITDA | ₹2.92 Lakh | •••• | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | ₹2.1 Lakh | •••• | •••• | •••• | •••• |
| Balance Sheet | |||||
| Share Capital | •••• | •••• | •••• | •••• | •••• |
| Reserves and Surplus | •••• | •••• | •••• | •••• | •••• |
| Net Worth (Total Equity) | •••• | •••• | •••• | •••• | •••• |
| Long-term Borrowings | •••• | •••• | •••• | •••• | •••• |
| Short-term Borrowings | •••• | •••• | •••• | •••• | •••• |
| Trade Payables | •••• | •••• | •••• | •••• | •••• |
| Total Liabilities | •••• | •••• | •••• | •••• | •••• |
| Fixed Assets | •••• | •••• | •••• | •••• | •••• |
| Investments | •••• | •••• | •••• | •••• | •••• |
| Inventories | •••• | •••• | •••• | •••• | •••• |
| Trade Receivables | •••• | •••• | •••• | •••• | •••• |
| Cash and Bank Balance | •••• | •••• | •••• | •••• | •••• |
| Total Assets | •••• | •••• | •••• | •••• | •••• |
Financial Ratios of Sortvest Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 56.2% | •••• | •••• | •••• | •••• |
| Net Profit Margin | 40.5% | •••• | •••• | •••• | •••• |
| Return on Equity (ROE) | •••• | •••• | •••• | •••• | •••• |
| Return on Capital Employed (ROCE) | •••• | •••• | •••• | •••• | •••• |
| Return on Assets (ROA) | •••• | •••• | •••• | •••• | •••• |
| Liquidity and Debt | |||||
| Current Ratio | •••• | •••• | •••• | •••• | •••• |
| Quick Ratio | •••• | •••• | •••• | •••• | •••• |
| Debt-to-Equity Ratio | •••• | •••• | •••• | •••• | •••• |
| Interest Coverage Ratio | •••• | •••• | •••• | •••• | •••• |
| Efficiency and Growth | |||||
| Asset Turnover | •••• | •••• | •••• | •••• | •••• |
| Receivable Days | •••• | •••• | •••• | •••• | •••• |
| Payable Days | •••• | •••• | •••• | •••• | •••• |
| Inventory Days | •••• | •••• | •••• | •••• | •••• |
| Revenue Growth | •••• | •••• | •••• | •••• | •••• |
| Net Profit Growth | •••• | •••• | •••• | •••• | •••• |
Paid data: the figures shown as dots are available after purchase of the company report. Figures as filed with the MCA in Form AOC-4. The full year-wise statements and ratios of Sortvest are in the company report.
Financial statements from FY 2016
Earlier years and trend charts are in the company report.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
Verified entity values are shown only after access is granted.
Board of Directors of Sortvest Private Limited
Sortvest has 2 current directors and 3 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Sanjukta Das | Director | 25 May 2021 | 5 Years 4 Months | Current |
| Smita Dilip Priolkar | Director | 21 Dec 2015 | 10 Years 9 Months | Current |
Peer Comparison of Sortvest Private Limited
Sortvest Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Broking Services). Net profit, margin and employee counts of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Imaginative Investment and Trading Co Pvt Ltd | ₹5.23 Lakh (FY 2025) | •••• | •••• | -40.0% | •••• | Mumbai, Maharashtra, India |
| Shell Share Brokers Private Limited. | ₹5.22 Lakh (FY 2024) | •••• | •••• | 67734.0% | •••• | Mumbai, Maharashtra, India |
| Piyush and Chintan Finsec Private Limited | ₹5.22 Lakh (FY 2025) | •••• | •••• | 23.0% | •••• | Vadodara, Gujarat, India |
| Annilna Investment Pvt Ltd | ₹5.22 Lakh (FY 2025) | •••• | •••• | 15.0% | •••• | Pune, Maharashtra, India |
| K2k Organisation Private Limited | ₹5.2 Lakh (FY 2025) | •••• | •••• | 225.0% | •••• | Kolkata, West Bengal, India |
| Sortvest Private Limited this company | ₹5.2 Lakh (FY 2025) | •••• | •••• | 43.0% | •••• | Mumbai, Maharashtra, India |
| Moneyplus Securities and Credits Private Limited | ₹5.19 Lakh (FY 2025) | •••• | •••• | -3.0% | •••• | Kolkata, West Bengal, India |
| MHDS Stone Edge Private Limited | ₹5.18 Lakh (FY 2024) | •••• | •••• | 206.0% | •••• | Kanpur, Uttar Pradesh, India |
| Ganesh Contractors and Colonisers Private Limited | ₹5.16 Lakh (FY 2018) | •••• | •••• | -89.0% | •••• | New Delhi, Delhi, India |
| Devanshi Finvest Pvt.Ltd. | ₹5.15 Lakh (FY 2025) | •••• | •••• | -30.0% | •••• | Kolkata, West Bengal, India |
| Bhumi Vijaya Estates Private Limited | ₹5.15 Lakh (FY 2024) | •••• | •••• | -48.0% | •••• | New Delhi, Delhi, India |
Peers are the five companies nearest above and the five nearest below Sortvest by revenue in the BFSI industry (Broking Services), from the latest filed financials of each company. Net profit, margin and employee counts of each peer are in the company report.
Auditor Details of Sortvest Private Limited
Sortvest Private Limited is audited by RAHUL SOLANKI & ASSOCIATES for the financial year 2022.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| RAHUL SOLANKI & ASSOCIATES | Locked | Locked | Locked |
Complete auditor history
Appointment and cessation dates and past auditor changes are in the company report.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
Verified entity values are shown only after access is granted.
Ownership and Shareholding of Sortvest Private Limited
Shareholding and ownership data
Promoter, institutional, public and beneficial ownership figures are in the company report.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Charges & Borrowings of 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
Employment history and EPFO contributions of people linked to Sortvest.
Employee and EPFO history
Monthly headcount, contribution history and filing status are in the company report.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
Recent Activity on Sortvest Private Limited
Sortvest Private Limited has 5 board changes on record since 2015: 2 appointments and 3 cessations. The latest: Sanjukta Das ceased to be Additional Director on 29 Nov 2021.
Credit Ratings, Litigation & Regulatory Alerts for Sortvest Private Limited
Credit ratings, litigation, and regulatory alerts
Credit ratings, court records and regulatory alerts are in the company report.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
Verified entity values are shown only after access is granted.
MSME Payment Delays by Sortvest Private Limited
MSME payment history
Amounts due to small suppliers, the reasons given and MSME-1 filings are in the company report.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
Verified entity values are shown only after access is granted.
Subsidiaries & Group Companies of Sortvest Private Limited
Corporate group structure
Parent, subsidiary, associate and joint venture records with holdings are in the company report.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
Verified entity values are shown only after access is granted.
GST Compliance of Sortvest Private Limited
GST registrations and filing compliance
State-wise GST registrations, return filing status and HSN or SAC codes are in the company report.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
Verified entity values are shown only after access is granted.
MCA Filings & Documents of Sortvest Private Limited
MCA filings and documents
Filed forms, annual returns, financial statements and charge filings with their dates are in the company report.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Sortvest Private Limited
Sortvest is an active private limited company based in Mumbai, Maharashtra, India. The company works in brokerage and trading services, within the financial services industry. It was incorporated on 21 December 2015 (11+ years old) and is registered under CIN U74999MH2015PTC271177.
Sortvest reported revenue of ₹5.2 Lakh for FY 2025 (up 43% YoY).
Sortvest has 2 current directors:
- Sanjukta Das - Director
- Smita Dilip Priolkar - Director
Sortvest reported a net profit of ₹2.1 Lakh (net margin 40.5%) and EBITDA of ₹2.92 Lakh (EBITDA margin 56.2%) for FY 2025, as per its filed financial statements.
The compounded annual growth rate (CAGR) of the revenue of Sortvest is 34% over three years and 31% over five years. In the latest year (FY 2025) revenue rose 43%. CAGR is the steady yearly rate that links the first and the last year.
The CIN (Corporate Identification Number) of Sortvest is U74999MH2015PTC271177. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Sortvest was incorporated on 21 December 2015, making it 11+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Sortvest by revenue are Imaginative Investment and Trading Co Pvt Ltd, Shell Share Brokers Private Limited, Piyush and Chintan Finsec Private Limited, Annilna Investment Pvt Ltd, K2k Organisation Private Limited and 5 more, all in the BFSI industry (Broking Services).
Sanjukta Das ceased to be Additional Director on 29 Nov 2021. Pradipta Pratik Bagaria ceased to be Director on 29 May 2021. Sanjukta Das was appointed as Director on 25 May 2021. Sortvest has 5 board changes on record in total.
Sortvest can be reached through the website sortvest.com. Its registered office is in Mumbai, Maharashtra, India.
The registered office of Sortvest is at B404 N G Park Building No. 3 Shiv Vallabh Road Rawalpada Dahisar East, Mumbai, Maharashtra, India – 400068.