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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Email*****@*****.com
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Telephone+91-****-******
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Website
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Social Media
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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
|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States, United States | 1946 |
UTI Mutual Fund
|
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
|
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 | ********* |
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 |
|---|---|---|---|
| VCA & Associates | blur-value | blur-value | blur-value |
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 2 Months | Current |
| Falguni Manish Shah | Director | 26 Apr 2021 | 5 Years 2 Months | Current |
|
Manish Hasmukhlal Shah
Also directs:
Uppercrust Finserv Private Limited
|
Director | 26 Apr 2021 | 5 Years 2 Months | Current |
| Yash Joshi | Director | 01 Sep 2022 | 3 Years 10 Months | Current |
|
Durgesh Pandya
Also directs:
Uppercrust Finserv Private Limited, Uppercrust One Private Limited, Moat Financial Services Private Limited and 1 more
|
Director | 26 Apr 2021 | 5 Years 2 Months | Current |
Financials of Uppercrust Wealth Private Limited FY 2025 filings available
Uppercrust Wealth Private Limited reported revenue of ₹4.96 Cr (up 44% YoY) for FY 2025. Profit growth despite declining revenue indicates effective cost management and margin discipline.
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| Net CFF (Cash from Financing) | ***** | ***** | ***** | ***** | ***** |
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| ICR | ***** | ***** | ***** | ***** | ***** |
Consolidated Statements
Income Statement, Balance Sheet, Cash Flow & Ratios available in the full report.
Shareholding Pattern of Uppercrust Wealth Private Limited
As of FY 2022, Uppercrust Wealth Private Limited's shareholding pattern shows 100.00% by promoters. The promoters hold a majority stake, indicating strong promoter control.
| Year | 2025 |
|---|---|
| Promoters | 33.19% |
| DII | 23.22% |
| FII | 18.28% |
| Public | 22.89% |
| Others | 2.42% |
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 Count & EPFO Data of Uppercrust Wealth Private Limited
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GST Compliance of Uppercrust Wealth Private Limited
GSTIN & GST Filing Data of Uppercrust Wealth Private Limited
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Credit Ratings, Litigation & Regulatory Alerts for Uppercrust Wealth Private Limited
Credit Ratings, Legal Cases & Regulatory Alerts of Uppercrust Wealth Private Limited
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MSME Payment Delays by Uppercrust Wealth Private Limited
MSME Payment Delays by Uppercrust Wealth Private Limited
Track payments outstanding to micro and small enterprise vendors, as disclosed in half-yearly MSME-1 returns filed with the MCA.
Subsidiaries & Group Companies of Uppercrust Wealth Private Limited
Subsidiaries & Group Companies of Uppercrust Wealth Private Limited
See the full corporate group — holding company, subsidiaries, associates and joint ventures of Uppercrust Wealth Private Limited with ownership details.
MCA Filings & Documents of Uppercrust Wealth Private Limited
MCA Filings & Documents of Uppercrust Wealth Private Limited
Download official documents filed with the Ministry of Corporate Affairs — from incorporation papers to the latest annual filings.
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:
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.