Wealthdirect Mutual Fund Distributor Private Limited - Company Profile

It is a financial services private limited company based in Delhi, Delhi, India, established in 2011.
2011 Delhi, Delhi, India Active
Last Updated:
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About Wealthdirect Mutual Fund Distributor Private Limited

Wealthdirect Mutual Fund Distributor Private Limited, a active private limited company, was established on 22 November 2011 in Delhi, Delhi, India. Engaging in portfolio management services within the financial and insurance service sector, it holds CIN: U74140DL2011PTC227733. Registered under ROC Roc Delhi. it is unlisted. It has an authorized capital of ₹0.10 M and a paid-up capital of ₹0.10 M.

Formerly known as Wealthdirect Portfolio Private Limited. It upholds a compliant status. Its leadership includes Shekhar (Director), Shashank Rai (Director), Vipin Bhutani (Director). It holds ₹4.00 Cr open charges and no settled loans. Its latest AGM occurred on 30 September 2024, with the balance sheet filed on 31 March 2024. It is based at G-143, Dsidc Bawana Industrial Area, Sec-5, Delhi, Delhi, 110039.

Company Details
  • Email
    **********
  • Telephone

    +91-XXXXXXXXXX

  • Website
    **********
  • Social Media
    **********
  • Apps
    **********

Company Details

  • CIN/LLPIN

    U74140DL2011PTC227733

  • Registration Number

    227733

  • Incorporation Date

    22 November 2011

  • Authorized Capital

    ₹0.10 M

  • Paid-Up Capital

    ₹0.10 M

  • ROC Code

    Roc Delhi

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 0.10 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 14 Year, 3 Months
  • Last Filing with ROC 31 Mar 2024
  • Open Charges ₹ 4.00 Cr
  • Revenue Growth **** 22.20%
  • Profit Growth **** 8.11%
  • Ebitda **** 17.51%
  • Net Worth 39.01%
  • Total Assets **** 26.06%
Company report

Wealthdirect Mutual Fund Distributor Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Wealthdirect Mutual Fund Distributor Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

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Who are the key members and board of directors at Wealthdirect Mutual Fund Distributor Private Limited?
Current Directors
Name Designation Appointment Date Status
Shekhar Director 22 Nov 2011 Current
Shashank Rai Director 12 Jan 2024 Current
Vipin Bhutani Director 22 Nov 2011 Current

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Financial Performance of Wealthdirect Mutual Fund Distributor.

Wealthdirect Mutual Fund Distributor Private Limited, for the financial year ended 2023, experienced significant growth in revenue, with a 22.2% increase. The company also saw a slight improvement in profitability, with a 8.11% increase in profit. The company's net worth Soared by an impressive increase of 39.01%.

Wealthdirect Mutual Fund Distributor revenue growth over time
Wealthdirect Mutual Fund Distributor profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023) YOY Growth
(FY 2022) (FY 2021) (FY 2020) (FY 2019)
Total Revenue
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 22.20%
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*******
*******
*******
Revenue from Operations
*******
 22.19%
*******
*******
*******
*******
Total Assets
*******
 26.06%
*******
*******
*******
*******
Profit or Loss
*******
 8.11%
*******
*******
*******
*******
Net Worth
*******
 39.01%
*******
*******
*******
*******
EBITDA
*******
 17.51%
*******
*******
*******
*******

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What is the Ownership and Shareholding Structure of Wealthdirect Mutual Fund Distributor?

Unlock access to Wealthdirect Mutual Fund Distributor's control and ownership data, Corporate Shareholding Patterns, Funding (security allotment) details, Foreign Institutional Investor information, Directors and Key Management Personnel (KMP) Remuneration, Group Structure, Overseas Direct Investment and other pertinent data.

Shareholding Pattern (FY 2024)
shareholding
  • Promoters: 92.83%
  • Public: 4.10%
  • Others: 3.07%
Shareholding Pattern over the Year
FY (2024) FY (2023) FY (2022) FY (2021) FY (2020)
Promoters 92.83 94.62 94.55 94.55 94.55
Public 4.10 3.89 3.95 3.96 3.98
Others 3.07 1.49 1.50 1.49 1.47

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Charges (Loans)
Open Charges

₹40,000,000.00

Satisfied Charges

₹0

Charges Breakdown by Lending Institutions
  • Hdfc Bank Limited : 4.00 Cr
Latest Charge Details
Date Lender Amount Status
24 Jan 2024 Hdfc Bank Limited ₹4.00 Cr Open

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How Many Employees Work at Wealthdirect Mutual Fund Distributor?

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Employee Date Number of Employees
2020 78,000
2021 80,500
2022 83,200
2023 86,000
2024 89,500
2025 92,000
Deals i
Graph showing company valuation over time

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Rating
Graph displaying rating trends over time

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Alerts
Alert Indicator

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Latest Updates, News, and FAQs on Wealthdirect Mutual Fund Distributor
Recent Activity within the Organization
  • Annual General Meeting

    The activity Wealthdirect Mutual Fund Distributor Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records. was completed.

  • Balance Sheet

    Progress on Wealthdirect Mutual Fund Distributor Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Delhi. was documented.

  • Charges

    The activity A charge with Hdfc Bank Limited amounted to Rs. 40.00 M with Charge ID 100868010 was registered on 24 Jan 2024. was completed.

  • Director Appointment

    Shashank Rai was appointed as a Director was appointed as a Director on 12 Jan 2024 & has been associated with this company since 2 years 1 month . was recorded as a recent event.

  • Director Appointment

    Progress on Shekhar was appointed as a Director was appointed as a Director on 22 Nov 2011 & has been associated with this company since 14 years 3 months . was documented.

  • Director Appointment

    The activity Vipin Bhutani was appointed as a Director was appointed as a Director on 22 Nov 2011 & has been associated with this company since 14 years 3 months . was completed.

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Frequently Asked Questions
What is the CIN of Wealthdirect Mutual Fund Distributor Private Limited?

The CIN of Wealthdirect Mutual Fund Distributor Private Limited is U74140DL2011PTC227733.

Where is Wealthdirect Mutual Fund Distributor Private Limited headquartered?

Wealthdirect Mutual Fund Distributor Private Limited is headquartered at G-143, Dsidc Bawana Industrial Area, Sec-5, Delhi, Delhi, 110039.

When was Wealthdirect Mutual Fund Distributor Private Limited incorporated?

Wealthdirect Mutual Fund Distributor Private Limited was incorporated on 22 November 2011.

Who are the current directors of Wealthdirect Mutual Fund Distributor Private Limited?

The current directors of Wealthdirect Mutual Fund Distributor Private Limited are

What is the primary industry of Wealthdirect Mutual Fund Distributor Private Limited?

The primary industry of Wealthdirect Mutual Fund Distributor Private Limited is Financial And Insurance Service.

Is Wealthdirect Mutual Fund Distributor Private Limited a listed company?

Wealthdirect Mutual Fund Distributor Private Limited is unlisted.

What is the capital structure of Wealthdirect Mutual Fund Distributor Private Limited?

The authorized capital of Wealthdirect Mutual Fund Distributor Private Limited is ₹0.10 M, and the paid-up capital is ₹0.10 M.

What is the compliance status of Wealthdirect Mutual Fund Distributor Private Limited?

The compliance status of Wealthdirect Mutual Fund Distributor Private Limited is Compliant.

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