Wealth Excel Private Limited
About Wealth Excel Private Limited
Data last updated:
Wealth Excel Private Limited is a private limited company based in Thane, Maharashtra, India. It operates in the brokerage and trading services segment of the financial services sector. It was incorporated on 28 February 2022.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67100MH2022PTC377715.
The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors including Dipti Vershi Bhanushali and Sophia William Carvalho.
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 House No.526 Immanuel Shenodi Road Karizbhatt Palli Vadavali Vasai (W), Thane, Maharashtra, India – 401201.
As per the financials filed for FY 2024, the company reported a revenue of ₹6.74 Cr, a growth of 106% compared to the previous year. For the same year it recorded a net profit of ₹1.64 Cr (net margin 24.4%) and EBITDA of ₹2.3 Cr (EBITDA margin 34.2%).
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- Registered AddressHouse No.526 Immanuel Shenodi Road Karizbhatt Palli Vadavali Vasai (W), Thane, Maharashtra, India – 401201
- 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
Business Activity of Wealth Excel Private Limited
The main business activity of Wealth Excel is financial and insurance service. In detail, this covers 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
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 Wealth Excel Private Limited FY 2025 filings available
Wealth Excel Private Limited reported revenue of ₹6.74 Cr (up 106% YoY) for FY 2024.
Compounded Annual Growth Rate (CAGR) of Wealth Excel Private Limited
Revenue rose 106% in the latest year. EBITDA rose 9% in the latest year. All are worked out from the filed statements.
Financial Statement Summary of Wealth Excel Private Limited
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|
| 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 | ₹2.3 Cr | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• |
| Net Profit (PAT) | ₹1.64 Cr | •••• | •••• |
| 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 Wealth Excel Private Limited
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|
| Profitability | |||
| EBITDA Margin | 34.2% | •••• | •••• |
| Net Profit Margin | 24.4% | •••• | •••• |
| 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 Wealth Excel are in the company report.
Financial statements from FY 2022
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 Wealth Excel Private Limited
Wealth Excel 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 |
|---|---|---|---|---|---|---|
| Nishdin Distributors Private Limited | ₹6.79 Cr (FY 2024) | •••• | •••• | -67.0% | •••• | Kolkata, West Bengal, India |
| Gyandeep Khemka Commodities Private Limited | ₹6.76 Cr (FY 2025) | •••• | •••• | -39.0% | •••• | Jaipur, Rajasthan, India |
| Lars Securities Pvt Ltd | ₹6.75 Cr (FY 2025) | •••• | •••• | 65.0% | •••• | Kolkata, West Bengal, India |
| Modi Realty and Infra Buildcon Private Limited | ₹6.75 Cr (FY 2021) | •••• | •••• | 304.0% | •••• | Vile Parle West Mumbai, Maharashtra, India |
| NX Block Trades Private Limited | ₹6.75 Cr (FY 2019) | •••• | •••• | 18.0% | •••• | Noida, Uttar Pradesh, India |
| Wealth Excel Private Limited this company | ₹6.74 Cr (FY 2024) | •••• | •••• | 106.0% | •••• | Thane, Maharashtra, India |
| VLS Securities Limited | ₹6.74 Cr (FY 2025) | •••• | •••• | -5.0% | •••• | New Delhi, Delhi, India |
| Crishpark Vincom Ltd. | ₹6.71 Cr (FY 2024) | •••• | •••• | 851.0% | •••• | Liluah, West Bengal, India |
| Baghbaan Vinimay Private Limited | ₹6.71 Cr (FY 2025) | •••• | •••• | -79.0% | •••• | Kolkata, West Bengal, India |
| Maitri Stock Broking Private Limited | ₹6.67 Cr (FY 2025) | •••• | •••• | 76.0% | •••• | Thane, Maharashtra, India |
| Navkar Share and Stock Brokers Private Limited | ₹6.67 Cr (FY 2025) | •••• | •••• | 19.0% | •••• | Gift, Gujarat, India |
Peers are the five companies nearest above and the five nearest below Wealth Excel 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.
Board of Directors of Wealth Excel Private Limited
Wealth Excel has 4 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Dipti Vershi Bhanushali | Director | 20 Mar 2024 | 2 Years 6 Months | Current |
| Sophia William Carvalho | Director | 28 Feb 2022 | 4 Years 7 Months | Current |
| Solomon William Carvalho | Director | 28 Feb 2022 | 4 Years 7 Months | Current |
| Samson William Carvalho | Director | 28 Feb 2022 | 4 Years 7 Months | Current |
Charges & Borrowings of Wealth Excel Private Limited
Wealth Excel Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Wealth Excel Private Limited
Employment history and EPFO contributions of people linked to Wealth Excel.
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 Wealth Excel Private Limited
Wealth Excel Private Limited has 4 board changes on record since 2022: 4 appointments. The latest: Dipti Vershi Bhanushali was appointed as Director on 20 Mar 2024.
Credit Ratings, Litigation & Regulatory Alerts for Wealth Excel 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 Wealth Excel 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 Wealth Excel 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 Wealth Excel 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 Wealth Excel 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 Wealth Excel Private Limited
Wealth Excel is an active private limited company based in Thane, Maharashtra, India. The company works in brokerage and trading services, within the financial services industry. It was incorporated on 28 February 2022 (4+ years old) and is registered under CIN U67100MH2022PTC377715.
Wealth Excel reported revenue of ₹6.74 Cr for FY 2024 (up 106% YoY).
Wealth Excel has 4 current directors:
- Dipti Vershi Bhanushali - Director
- Sophia William Carvalho - Director
- Solomon William Carvalho - Director
- Samson William Carvalho - Director
Wealth Excel reported a net profit of ₹1.64 Cr (net margin 24.4%) and EBITDA of ₹2.3 Cr (EBITDA margin 34.2%) for FY 2024, as per its filed financial statements.
The CIN (Corporate Identification Number) of Wealth Excel is U67100MH2022PTC377715. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Wealth Excel was incorporated on 28 February 2022, making it 4+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Wealth Excel by revenue are Nishdin Distributors Private Limited, Gyandeep Khemka Commodities Private Limited, Lars Securities Pvt Ltd, Modi Realty and Infra Buildcon Private Limited, NX Block Trades Private Limited and 5 more, all in the BFSI industry (Broking Services).
Dipti Vershi Bhanushali was appointed as Director on 20 Mar 2024. Samson William Carvalho was appointed as Director on 28 Feb 2022. Solomon William Carvalho was appointed as Director on 28 Feb 2022. Wealth Excel has 4 board changes on record in total.
The registered office of Wealth Excel is at House No.526 Immanuel Shenodi Road Karizbhatt Palli Vadavali Vasai W, Thane, Maharashtra, India – 401201.
Wealth Excel has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh.
Wealth Excel operates in the financial services industry, in the brokerage and trading services segment.