- Category
- Micro (2021-22)
- Udyam number
- UDYAM-DL-02-0018039

About Wealthreserv Financials Private Limited
Data last updated:
Wealthreserv Financials Private Limited is a private limited company based in New Delhi, Delhi, India. It operates in the accounting and financial analysis segment of the business process outsourcing sector. It was incorporated on 26 August 2021 and has been in existence for over 5 years.
The company is registered with the Registrar of Companies (ROC), Delhi, under CIN U65990DL2021PTC385669. Its GSTIN is 07AADCW0385J1Z4 (Delhi).
The company has an authorised share capital of ₹10 Lakh and a paid-up capital of ₹1 Lakh. It was formerly known as Wealthreserv Financial Private Limited. It is led by directors Harish Ram Koli and Kunal Khatri.
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 Mr1 5th Floor Wing – A, Statesman House 148 Barakhamba Road, New Delhi, Delhi, India – 110001.
As per the financials filed for FY 2025, the company reported a revenue of ₹50.84 Lakh, reflecting significant growth compared to the previous year. For the same year it recorded a net profit of ₹11.54 Lakh (net margin 22.7%) and EBITDA of ₹13.1 Lakh (EBITDA margin 25.8%). Revenue has grown at a compounded annual rate (CAGR) of 48% over three years.
The company is associated with 1 brand: WealthReserv Financial.
Wealthreserv Financials Private Limited is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-DL-02-0018039). For more details, the company can be reached via its website wealthreserv.com.
Company details
Recognitions & Rankings of Wealthreserv Financials
Contact details
Wealthreserv Financials Private Limited's registered office is in New Delhi, Delhi.
- Social Media
- Registered AddressMr1 5th Floor Wing – A, Statesman House 148 Barakhamba Road, New Delhi, Delhi, India – 110001
- IndustryBusiness Outsourcing, Accounting and Financial Analysis
- 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
Brands
Wealthreserv Financials operates one associated brand: WealthReserv Financial. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Corporate financial advisory firm | wealthreserv.com |
Business activity
The main business activity of Wealthreserv Financials is financial and insurance service. In detail, this covers fund management services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K6 | Fund Management Services |
To see the full business activity and turnover split of Wealthreserv Financials Private Limited, buy the company report.
Financials of Wealthreserv Financials Private Limited
FY 2025 filings availableWealthreserv Financials Private Limited reported revenue of ₹50.84 Lakh (up 305% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 48% over three years, including 305% growth in the latest year. EBITDA rose 278% 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 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
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| EBITDA | ₹13.1 Lakh | |||
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| Net Profit (PAT) | ₹11.54 Lakh | |||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
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| Profitability | ||||
| EBITDA Margin | 25.8% | |||
| Net Profit Margin | 22.7% | |||
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To see the full financial statements and ratios of Wealthreserv Financials Private Limited, buy the company report.
Board of directors of Wealthreserv Financials Private Limited
Wealthreserv Financials has 2 current directors and 2 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Harish Ram Koli Also directs: Keystone Proptech Private Limited | Director | 14 Jun 2022 | 4 Years 5 Months | Current |
| Kunal Khatri | Director | 26 Aug 2021 | 5 Years 2 Months | Current |
Legal cases
No court or tribunal cases involving Wealthreserv Financials 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 Wealthreserv Financials Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Wealthreserv Financials has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 07AADCW0385J1Z4 | Delhi | Active | 13 Oct 2021 |
To see the full GST registrations and return filing status of Wealthreserv Financials Private Limited, buy the company report.
Recent activity
Wealthreserv Financials Private Limited has 4 board changes on record since 2021: 2 appointments and 2 cessations. The latest: Harish Ram Koli ceased to be Additional Director on 30 Dec 2022.
Frequently asked questions
Wealthreserv Financials is an active private limited company based in New Delhi, Delhi, India. The company works in accounting and financial analysis, within the business outsourcing industry. It was incorporated on 26 August 2021 (5+ years old) and is registered under CIN U65990DL2021PTC385669.
Wealthreserv Financials has 2 current directors:
- Harish Ram Koli - Director
- Kunal Khatri - Director
The latest financial statements of Wealthreserv Financials 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 2022 are in the company report.
The GSTIN of Wealthreserv Financials is 07AADCW0385J1Z4, registered in Delhi.
The CIN (Corporate Identification Number) of Wealthreserv Financials is U65990DL2021PTC385669. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Wealthreserv Financials was incorporated on 26 August 2021, making it 5+ years old. It is registered with the Registrar of Companies, Delhi.
Harish Ram Koli ceased to be Additional Director on 30 Dec 2022. Harish Ram Koli was appointed as Director on 14 Jun 2022. Pooja Khatri ceased to be Director on 14 Jun 2022. Wealthreserv Financials has 4 board changes on record in total.
Yes, Wealthreserv Financials is registered as a micro enterprise under Udyam registration (number: UDYAM-DL-02-0018039).
Wealthreserv Financials can be reached through the website wealthreserv.com. Its registered office is in New Delhi, Delhi, India.
The registered office of Wealthreserv Financials is at Mr1 5th Floor Wing – A, Statesman House 148 Barakhamba Road, New Delhi, Delhi, India – 110001.

