About Uppercrust Wealth Private Limited
Data last updated: 27 February 2026
Uppercrust Wealth Private Limited is a private limited company based in Vadodara, Gujarat, India. It specialises in asset management firms, a part of the broader financial services sector. Incorporated on 26 April 2021, the company has been in operation for over 5 years.
Registered with ROC Ahmedabad under CIN U67100GJ2021PTC122268.
Capital: an authorised share capital of ₹3 Cr and a paid-up capital of ₹90 Lakh. It is led by directors including Shaily D Pandya and Falguni Manish Shah.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: Tf – 319 Pancham Icon Nr. D Mart Vasna Road, Vadodara, Gujarat, India – 390007.
As per the financials filed for FY 2025, the company reported a revenue of ₹4.96 Cr, a growth of 44% compared to the previous year.
The company has a workforce of approximately 15 employees as per the latest available data.
The company is associated with 2 brands - Uppercrust Wealth, Uppercrust Wealth Private Limited.
For more details, the company can be reached via its website uppercrustwealth.com.
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Registered AddressTf – 319 Pancham Icon Nr. D Mart Vasna Road, Vadodara, Gujarat, India – 390007
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IndustryFinancial Services, Asset Management Firms
- 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 Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited operates two associated brands: UpperCrust Wealth and UpperCrust Wealth Private Limited. These brands represent Uppercrust Wealth Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Provides financial planning, wealth advisory, and global investment services. | uppercrustwealth.com | |
| Wealth management services are delivered through a private limited company structure. | myadvisor.co.in |
Competitors & Alternatives of Uppercrust Wealth Private Limited
Brands and companies operating in the same space as Uppercrust Wealth Private Limited include Fidelity Investments, UTI Mutual Fund, Goldman Sachs and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Fidelity Investments
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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
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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 Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including other financial activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities | Locked |
Business activity turnover details for Uppercrust Wealth 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 Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited is audited by VCA & 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 |
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| VCA & Associates | Locked | Locked | Locked |
Complete auditor history for Uppercrust Wealth Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
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Board of Directors of Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited is currently managed by 5 directors, with 1 former director 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 |
|---|---|---|---|---|
| Shaily D Pandya | Director | 26 Apr 2021 | 5 Years 3 Months | Current |
| Falguni Manish Shah | Director | 26 Apr 2021 | 5 Years 3 Months | Current |
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Manish Hasmukhlal Shah
Also directs:
Uppercrust Finserv Private Limited
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Director | 26 Apr 2021 | 5 Years 3 Months | Current |
| Yash Joshi | Director | 01 Sep 2022 | 3 Years 11 Months | Current |
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Durgesh Pandya
Also directs:
Uppercrust Finserv Private Limited, Uppercrust One Private Limited, Moat Financial Services Private Limited and 1 more
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Director | 26 Apr 2021 | 5 Years 3 Months | Current |
Financials of Uppercrust Wealth Private Limited FY 2025 filings available
Uppercrust Wealth Private Limited reported revenue of ₹4.96 Cr (up 44.00% YoY) for FY 2025.
Ten-year financial statements for Uppercrust Wealth Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
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Ownership and Shareholding of Uppercrust Wealth Private Limited
Shareholding and ownership data for Uppercrust Wealth 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 Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited has a workforce of 15 employees as of Mar 22, 2024.
Employee and EPFO history for Uppercrust Wealth 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 Uppercrust Wealth Private Limited
GST registrations and filing compliance for Uppercrust Wealth 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 Uppercrust Wealth Private Limited
Credit ratings, litigation, and regulatory alerts for Uppercrust Wealth 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
Verified entity values are shown only after access is granted.
MSME Payment Delays by Uppercrust Wealth Private Limited
MSME payment history for Uppercrust Wealth 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 Uppercrust Wealth Private Limited
Corporate group structure for Uppercrust Wealth Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
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MCA Filings & Documents of Uppercrust Wealth Private Limited
MCA filings and documents for Uppercrust Wealth 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 Uppercrust Wealth Private Limited
Frequently Asked Questions about Uppercrust Wealth Private Limited
Uppercrust Wealth Private Limited is an active private limited company in the financial services sector based in Vadodara, Gujarat, India. It was incorporated on 26 April 2021 (5+ years old) and is registered under CIN U67100GJ2021PTC122268. The company has 15 employees.
Uppercrust Wealth Private Limited reported revenue of ₹4.96 Cr for FY 2025 (up 44.00% YoY).
The current directors of Uppercrust Wealth Private Limited are:
- Shaily D Pandya - Director
- Falguni Manish Shah - Director
- Manish Hasmukhlal Shah - Director
- Yash Joshi - Director
- Durgesh Pandya - Director
The primary industry of Uppercrust Wealth Private Limited is financial services. The company specifically operates in asset management firms. The company is currently active in this sector.
Uppercrust Wealth Private Limited can be reached at the registered office: Tf – 319 Pancham Icon Nr. D Mart Vasna Road, Vadodara, Gujarat, India – 390007, or through the website uppercrustwealth.com.
The authorised capital is ₹3 Cr, and the paid-up capital is ₹90 Lakh.