MSME (Udyam registered) Ministry of MSME
- Category
- Micro (2023-24)
- Udyam number
- UDYAM-DL-01-0016126
Wealthmark Financial Services Private Limited
Wealthmark Financial Services Private Limited - financial services in New Delhi, Delhi, India. FY 2026 financials & compliance.
Revenue · FY 2024
₹7,395
▼ 85% YoY
Authorised capital
₹10 Lakh
Registered with MCA
Paid-up capital
₹2 Lakh
Issued & subscribed
Company age
8 yrs
Est. 2018
Directors on board
5
As per MCA filings
Active GSTINs
1
GST registered
Last financials
Mar 2025
Balance sheet date
Last AGM
30 Sep 2025
Annual general meeting
About Wealthmark Financial Services Private Limited
Data last updated:
Wealthmark Financial Services Private Limited is a private limited company based in New Delhi, Delhi, India. It operates in the financial intermediation and lending segment of the financial services sector. It was incorporated on 25 October 2018 and has been in existence for over 8 years.
The company is registered with the Registrar of Companies (ROC), Delhi, under CIN U65999DL2018PTC341111. Its GSTIN is 06AACCW3040M1ZB (Haryana).
The company has an authorised share capital of ₹10 Lakh and a paid-up capital of ₹2 Lakh. It is led by directors including Poonam Lohan and Jagdeep Singh.
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 Level 3B DLF Centre Sansad Marg Connaught Place, New Delhi, Delhi, India – 110001.
Wealthmark Financial Services Private Limited is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-DL-01-0016126).
Company details
CIN U65999DL2018PTC341111
Registration Number 341111
Incorporation Date 25 October 2018
ROC Delhi
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
MSME Classification Micro
Udyam Registration UDYAM-DL-01-0016126
Recognitions & Rankings of Wealthmark Financial Services
Contact details
Wealthmark Financial Services Private Limited's registered office is in New Delhi, Delhi. Its e-mail address is in the company report.
- Email
- Registered AddressLevel 3B DLF Centre Sansad Marg Connaught Place, New Delhi, Delhi, India – 110001
- IndustryFinancial Services, Other Financial Intermediation
To see the full contact details of Wealthmark Financial Services Private Limited, buy the company report.
Comprehensive company report
Wealthmark Financial Services Private Limited - one report that includes everything
- 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
₹799 ₹999 20% off excluding 18% GST
Secure checkout · GST invoice included
Business activity
The main business activity of Wealthmark Financial Services is financial and insurance service. In detail, this covers other financial activities.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities |
To see the full business activity and turnover split of Wealthmark Financial Services Private Limited, buy the company report.
Financials of Wealthmark Financial Services Private Limited
FY 2025 filings availableWealthmark Financial Services Private Limited reported revenue of ₹7,395 (down 85% YoY) for FY 2024.
Revenue · FY 2024
₹7,395 ▼ 85%
Compounded Annual Growth Rate (CAGR)
Revenue CAGR growth
1 year
▼ 85%
3 years · compounded
▼ 28%
Revenue has declined at a compounded annual rate (CAGR) of 28% over three years, including a 85% fall 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
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|
| 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 | |||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | |||||
| 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
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | |||||
| Net Profit Margin | |||||
| 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 | |||||
To see the full financial statements and ratios of Wealthmark Financial Services Private Limited, buy the company report.
Board of directors of Wealthmark Financial Services Private Limited
Wealthmark Financial Services has 5 directors on record. No former directors are listed.
Current Directors
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Surender Lohan | Additional Director | 05 Jun 2025 | 1 Years 5 Months | Current |
| Poonam Lohan Also directs: Nutforest Foods Private Limited | Director | 25 Oct 2018 | 8 Years 0 Months | Current |
| Jagdeep Singh | Director | 25 Oct 2018 | 8 Years 0 Months | Current |
| Surjeet Lohan | Director | 25 Oct 2018 | 8 Years 0 Months | Current |
| Dinesh Kumar | Additional Director | 05 Jun 2025 | 1 Years 5 Months | Current |
Peer comparison
Wealthmark Financial Services Private Limited is compared with the 10 companies closest to it by revenue in the same principal business activity (other financial activities), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Glance Sales Private Limited | ₹7,400 (FY 2017) | 19.0% | Kolkata, West Bengal, India | |||
| Lofty Tradelinks Private Limited | ₹7,400 (FY 2017) | 19.0% | Kolkata, West Bengal, India | |||
| Opinion Agencies Private Limited | ₹7,400 (FY 2017) | 4.0% | Kolkata, West Bengal, India | |||
| Mention Dealtrade Private Limited | ₹7,400 (FY 2017) | 10.0% | Kolkata, West Bengal, India | |||
| Snowfall Realtors Private Limited | ₹7,400 (FY 2017) | 47.0% | Kolkata, West Bengal, India | |||
| Wealthmark Financial Services Private Limitedthis company | ₹7,395 (FY 2024) | -85.0% | New Delhi, Delhi, India | |||
| Faqir Chand Lockers & Vaults Private Limited | ₹7,378 (FY 2025) | Delhi, India | ||||
| Karat Capital Advisors Private Limited | ₹7,358 (FY 2023) | -24.0% | Bangalore, Karnataka, India | |||
| Celestial Finhold Private Limited | ₹7,356 (FY 2025) | 605.0% | Delhi, India | |||
| Goodwill Hire Purchase Chits and Finance Private Limited | ₹7,329 (FY 2024) | -86.0% | Thrissur, Kerala, India | |||
| Trichur Monetary Nidhi Limited | ₹7,323 (FY 2025) | -100.0% | Thrissur, Kerala, India |
To see the full peer comparison of Wealthmark Financial Services Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Wealthmark Financial Services Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Wealthmark Financial Services Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Wealthmark Financial Services has 1 GST registration: 1 active.
Total GSTINs
1
Active
1
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 06AACCW3040M1ZB | Haryana | Active | 25 Feb 2020 |
To see the full GST registrations and return filing status of Wealthmark Financial Services Private Limited, buy the company report.
Recent activity
Wealthmark Financial Services Private Limited has 5 board changes on record since 2018: 5 appointments. The latest: Dinesh Kumar was appointed as Additional Director on 05 Jun 2025.
AGM
Wealthmark Financial Services Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Appointed
Dinesh Kumar was appointed as Additional Director.
Appointed
Surender Lohan was appointed as Additional Director.
Filing
Wealthmark Financial Services Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Delhi.
Appointed
Jagdeep Singh was appointed as Director.
Appointed
Poonam Lohan was appointed as Director.
Appointed
Surjeet Lohan was appointed as Director.
Incorporation
25 Oct 2018
Wealthmark Financial Services Private Limited was registered on 25 Oct 2018 with Roc Delhi & aged 8 years 11 days as per MCA records.
Frequently asked questions
Wealthmark Financial Services is an active private limited company based in New Delhi, Delhi, India. The company works in other financial intermediation, within the financial services industry. It was incorporated on 25 October 2018 (8+ years old) and is registered under CIN U65999DL2018PTC341111.
Wealthmark Financial Services has 5 current directors:
- Surender Lohan - Additional Director
- Poonam Lohan - Director
- Jagdeep Singh - Director
- Surjeet Lohan - Director
- Dinesh Kumar - Additional Director
The latest financial statements of Wealthmark Financial Services on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from FY 2019 are in the company report.
The GSTIN of Wealthmark Financial Services is 06AACCW3040M1ZB, registered in Haryana.
The CIN (Corporate Identification Number) of Wealthmark Financial Services is U65999DL2018PTC341111. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Wealthmark Financial Services was incorporated on 25 October 2018, making it 8+ years old. It is registered with the Registrar of Companies, Delhi.
The peers of Wealthmark Financial Services by revenue are Glance Sales Private Limited, Lofty Tradelinks Private Limited, Opinion Agencies Private Limited, Mention Dealtrade Private Limited, Snowfall Realtors Private Limited and 5 more, all in the same principal business activity (other financial activities).
Dinesh Kumar was appointed as Additional Director on 05 Jun 2025. Surender Lohan was appointed as Additional Director on 05 Jun 2025. Jagdeep Singh was appointed as Director on 25 Oct 2018. Wealthmark Financial Services has 5 board changes on record in total.
Yes, Wealthmark Financial Services is registered as a micro enterprise under Udyam registration (number: UDYAM-DL-01-0016126).
The registered office of Wealthmark Financial Services is at Level 3B DLF Centre Sansad Marg Connaught Place, New Delhi, Delhi, India – 110001.
Wealthmark Financial Services operates in the financial services industry, in the other financial intermediation segment.
Sample company reports
The same report you get when you buy one: financials, directors, ownership, deals, charges, legal cases, brands and filings, with the Excel workbook alongside.
Swiggy Limited Listed company · 92 pages
BharatPe (Resilient Innovations Pvt Ltd) Unlisted company · 78 pages