Valcreate Investment Managers LLP
About Valcreate Investment Managers LLP
Data last updated:
Valcreate Investment Managers LLP is a limited liability partnership (LLP) based in Mumbai, Maharashtra, India. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 20 December 2016 and has been in existence for over 10 years.
The LLP is registered with the Registrar of Companies (ROC), Mumbai, under LLPIN AAI-0593. Its GSTIN is 27ABEFM3500G1ZN (Maharashtra).
The LLP has a total obligation of contribution of ₹5.5 Cr. It is led by designated partners Tamanna Pherwani Rajesh and Rajesh Pherwani Manohar.
Its latest statement of accounts is for the year ended 31 March 2024. The registered office is at Flat No. 203 2nd Floor Sundar Bhavan 16th Road Opp. Khar Gymkhana Khar West, Mumbai, Maharashtra, India – 400052.
As per the financials filed for FY 2023, the LLP reported a revenue of ₹41.38 Lakh, reflecting significant growth compared to the previous year. Revenue has grown at a compounded annual rate (CAGR) of 34% over three years and 42% over five years.
The LLP is associated with 1 brand: Valcreate.
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- Registered AddressFlat No. 203 2nd Floor Sundar Bhavan 16th Road Opp. Khar Gymkhana Khar West, Mumbai, Maharashtra, India – 400052
- IndustryFinancial Services, Portfolio Management 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
Financials of Valcreate Investment Managers LLP FY 2024 filings available
Valcreate Investment Managers LLP reported revenue of ₹41.38 Lakh (up 392% YoY) for FY 2023.
Compounded Annual Growth Rate (CAGR) of Valcreate Investment Managers LLP
Revenue has grown at a compounded annual rate (CAGR) of 42% over five years, including 392% growth 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 Valcreate Investment Managers LLP
| Statement of Account and Solvency | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 | FY 2018-19 |
|---|---|---|---|---|---|
| Income and Expenditure | |||||
| Turnover | •••• | •••• | •••• | •••• | •••• |
| Other Income | •••• | •••• | •••• | •••• | •••• |
| Total Income | •••• | •••• | •••• | •••• | •••• |
| Purchases and Direct Costs | •••• | •••• | •••• | •••• | •••• |
| Personnel Expenses | •••• | •••• | •••• | •••• | •••• |
| Administrative Expenses | •••• | •••• | •••• | •••• | •••• |
| Interest | •••• | •••• | •••• | •••• | •••• |
| Depreciation | •••• | •••• | •••• | •••• | •••• |
| Total Expenses | •••• | •••• | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• | •••• |
| Tax | •••• | •••• | •••• | •••• | •••• |
| Profit After Tax | •••• | •••• | •••• | •••• | •••• |
| Profit Transferred to Partners | •••• | •••• | •••• | •••• | •••• |
| Assets and Liabilities | |||||
| Partners' Contribution | •••• | •••• | •••• | •••• | •••• |
| Reserves and Surplus | •••• | •••• | •••• | •••• | •••• |
| Secured Loans | •••• | •••• | •••• | •••• | •••• |
| Unsecured Loans | •••• | •••• | •••• | •••• | •••• |
| Trade Payables | •••• | •••• | •••• | •••• | •••• |
| Other Liabilities and Provisions | •••• | •••• | •••• | •••• | •••• |
| Total Liabilities | •••• | •••• | •••• | •••• | •••• |
| Fixed Assets | •••• | •••• | •••• | •••• | •••• |
| Investments | •••• | •••• | •••• | •••• | •••• |
| Loans and Advances | •••• | •••• | •••• | •••• | •••• |
| Inventories | •••• | •••• | •••• | •••• | •••• |
| Trade Receivables | •••• | •••• | •••• | •••• | •••• |
| Cash and Bank Balance | •••• | •••• | •••• | •••• | •••• |
| Total Assets | •••• | •••• | •••• | •••• | •••• |
Financial Ratios of Valcreate Investment Managers LLP
| Statement of Account and Solvency | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 | FY 2018-19 |
|---|---|---|---|---|---|
| Profitability | |||||
| Net Profit Margin | •••• | •••• | •••• | •••• | •••• |
| Return on Partners' Funds | •••• | •••• | •••• | •••• | •••• |
| Return on Assets | •••• | •••• | •••• | •••• | •••• |
| Liquidity and Debt | |||||
| Current Ratio | •••• | •••• | •••• | •••• | •••• |
| Debt to Partners' Funds | •••• | •••• | •••• | •••• | •••• |
| Interest Coverage | •••• | •••• | •••• | •••• | •••• |
| Efficiency and Growth | |||||
| Asset Turnover | •••• | •••• | •••• | •••• | •••• |
| Receivable Days | •••• | •••• | •••• | •••• | •••• |
| Turnover Growth | •••• | •••• | •••• | •••• | •••• |
| 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 8. The full year-wise statements and ratios of Valcreate Investment Managers are in the company report.
Financial statements from FY 2017
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.
Peer Comparison of Valcreate Investment Managers LLP
Valcreate Investment Managers LLP is compared with the companies closest to it by revenue in the BFSI industry (Portfolio Managers). Net profit, margin and employee counts of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Network Homes Private Limited | ₹47.94 Lakh (FY 2025) | •••• | •••• | 31.0% | •••• | Bangalore, Karnataka, India |
| Aroha Capital Private Limited | ₹47.25 Lakh (FY 2025) | •••• | •••• | 20.0% | •••• | Bangalore, Karnataka, India |
| A9 Finsight Private Limited | ₹46.79 Lakh (FY 2024) | •••• | •••• | 93475.0% | •••• | Mumbai, Maharashtra, India |
| Wealth Fabreca (OPC) Private Limited | ₹46.28 Lakh (FY 2025) | •••• | •••• | 68.0% | •••• | Kancheepuram, Tamil Nadu, India |
| Addplans Services India Private Limited | ₹45.53 Lakh (FY 2024) | •••• | •••• | 25.0% | •••• | Bangalore, Karnataka, India |
| Valcreate Investment Managers LLP this company | ₹41.38 Lakh (FY 2023) | •••• | •••• | 392.0% | •••• | Mumbai, Maharashtra, India |
| Quant Portfolio Managers Private Limited | ₹40.3 Lakh (FY 2025) | •••• | •••• | 19.0% | •••• | Mumbai, Maharashtra, India |
| Nicap Private Limited | ₹39.78 Lakh (FY 2025) | •••• | •••• | -39.0% | •••• | Mumbai, Maharashtra, India |
| Insta Wealth Mart Private Limited | ₹39.71 Lakh (FY 2025) | •••• | •••• | 88.0% | •••• | Ludhiana, Punjab, India |
| Ashvi Securities & Portfolio Limited | ₹39.65 Lakh (FY 2024) | •••• | •••• | 827.0% | •••• | Delhi, India |
| Archers Wealth Management Private Limited | ₹38.71 Lakh (FY 2019) | •••• | •••• | 122.0% | •••• | Pune, Maharashtra, India |
Peers are the five companies nearest above and the five nearest below Valcreate Investment Managers by revenue in the BFSI industry (Portfolio Managers), from the latest filed financials of each company. Net profit, margin and employee counts of each peer are in the company report.
Designated Partners of Valcreate Investment Managers LLP
Valcreate Investment Managers has 2 designated partners on record. No former designated partners are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Tamanna Pherwani Rajesh | Designated Partner | 20 Dec 2016 | 9 Years 9 Months | Current |
| Rajesh Pherwani Manohar | Designated Partner | 20 Dec 2016 | 9 Years 9 Months | Current |
Charges & Borrowings of Valcreate Investment Managers LLP
Valcreate Investment Managers LLP does not have any charges (loans) registered with the Registrar of Companies.
Associated Brands with Valcreate Investment Managers LLP
Valcreate Investment Managers operates one associated brand: Valcreate. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Provides investment strategies and portfolios for Indian equity markets. | valcreate.com |
Employees and EPFO Compliance at Valcreate Investment Managers LLP
Employment history and EPFO contributions of people linked to Valcreate Investment Managers.
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 Valcreate Investment Managers LLP
Valcreate Investment Managers LLP has 2 designated partner changes on record since 2016: 2 appointments. The latest: Rajesh Pherwani Manohar was appointed as Designated Partner on 20 Dec 2016.
Credit Ratings, Litigation & Regulatory Alerts for Valcreate Investment Managers LLP
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 Valcreate Investment Managers LLP
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 Valcreate Investment Managers LLP
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 Valcreate Investment Managers LLP
Valcreate Investment Managers has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27ABEFM3500G1ZN | Maharashtra | Active | 26 Dec 2017 |
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 Valcreate Investment Managers LLP
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.
Related news about Valcreate Investment Managers LLP
Frequently Asked Questions about Valcreate Investment Managers LLP
Valcreate Investment Managers is an active limited liability partnership based in Mumbai, Maharashtra, India. The LLP works in portfolio management services, within the financial services industry. It was incorporated on 20 December 2016 (10+ years old) and is registered under LLPIN AAI-0593.
Valcreate Investment Managers reported revenue of ₹41.38 Lakh for FY 2023 (up 392% YoY).
Valcreate Investment Managers has 2 current designated partners:
- Tamanna Pherwani Rajesh - Designated Partner
- Rajesh Pherwani Manohar - Designated Partner
The compounded annual growth rate (CAGR) of the revenue of Valcreate Investment Managers is 34% over three years and 42% over five years. In the latest year (FY 2023) revenue rose 392%. CAGR is the steady yearly rate that links the first and the last year.
The GSTIN of Valcreate Investment Managers is 27ABEFM3500G1ZN, registered in Maharashtra.
The LLPIN (Limited Liability Partnership Identification Number) of Valcreate Investment Managers is AAI-0593. It is issued by the Ministry of Corporate Affairs and uniquely identifies the LLP in India.
Valcreate Investment Managers was incorporated on 20 December 2016, making it 10+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Valcreate Investment Managers by revenue are Network Homes Private Limited, Aroha Capital Private Limited, A9 Finsight Private Limited, Wealth Fabreca (OPC) Private Limited, Addplans Services India Private Limited and 5 more, all in the BFSI industry (Portfolio Managers).
Rajesh Pherwani Manohar was appointed as Designated Partner on 20 Dec 2016. Tamanna Pherwani Rajesh was appointed as Designated Partner on 20 Dec 2016.
The registered office of Valcreate Investment Managers is at Flat No. 203 2nd Floor Sundar Bhavan 16th Road Opp. Khar Gymkhana Khar West, Mumbai, Maharashtra, India – 400052.
The total obligation of contribution is ₹5.5 Cr.