Wealthstreet Financial Services Private Limited - Company Profile

It is a financial services private limited company based in Ahmedabad, Gujarat, India, established in 2016.
2016 Ahmedabad, Gujarat, India Active
Last Updated:
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About Wealthstreet Financial Services Private Limited

Wealthstreet Financial Services Private Limited, a active private limited company, was established on 21 November 2016 in Ahmedabad, Gujarat, India. Engaging in diversified financial services within the financial and insurance service sector, it holds CIN: U74999GJ2016PTC094432. Registered under ROC Roc Ahmedabad. it is unlisted. It has an authorized capital of ₹1.10 Cr and a paid-up capital of ₹9.64 M.

Formerly known as Wealthstreet Advisors Private Limited. It upholds a compliant status. Employing 5 professional, Its leadership includes Kunal Bipinchandra Mehta (Director), Ajay Radheshyam Saraogi (Director). Past directors included Abhik Jolit Shah, Pujan Narayanlal Raval, Jolitbhai Jasvantlal Shah. It holds ₹17.50 Cr open charges and ₹20.10 Cr settled loans. Its latest AGM occurred on 30 September 2025, with the balance sheet filed on 31 March 2025. It is based at A-1101, Mondeal Heights, 11Th Floor, Besides Wide Angle, S.G Highway, Ahmedabad-380015, Ahmedabad, Gujarat, 380015.

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

    +91-XXXXXXXXXX

  • Website
    **********
  • Social Media
    **********
  • Apps
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Company Details

  • CIN/LLPIN

    U74999GJ2016PTC094432

  • Registration Number

    094432

  • Incorporation Date

    21 November 2016

  • Authorized Capital

    ₹1.10 Cr

  • Paid-Up Capital

    ₹9.64 M

  • ROC Code

    Roc Ahmedabad

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 1.10 Cr
  • Paid Up Capital ₹ 9.64 M
  • Company Age 9 Year, 3 Months
  • Last Filing with ROC 31 Mar 2025
  • Open Charges ₹ 17.50 Cr
  • Satisfied Charges ₹ 20.10 Cr
  • Revenue Growth **** -3.70%
  • Profit Growth **** -22.46%
  • Ebitda **** -9.15%
  • Net Worth 11.10%
  • Total Assets -34.75%
Company report

Wealthstreet Financial Services Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Wealthstreet Financial Services 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 Wealthstreet Financial Services Private Limited?
Current Directors
Name Designation Appointment Date Status
Kunal Bipinchandra Mehta Director 22 Feb 2018 Current
Ajay Radheshyam Saraogi Director 21 Nov 2016 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Director 24 Jul 2024 Past
Pramod Abcsdd Company Secretary - Past
Pramod Abcsdd Director 30 Mar 2022 Past
Pramod Abcsdd Director 04 Jul 2025 Past
Pramod Abcsdd Director 24 Jul 2024 Past

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Financial Performance of Wealthstreet Financial Services.

Wealthstreet Financial Services Private Limited, for the financial year ended 2023, experienced Minor drop in revenue, with a 3.7% decrease. The company also saw a substantial fall in profitability, with a 22.46% decrease in profit. The company's net worth Soared by an impressive increase of 11.1%.

Wealthstreet Financial Services revenue growth over time
Wealthstreet Financial Services 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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 -3.70%
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*******
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Revenue from Operations
*******
 -5.08%
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*******
*******
*******
Total Assets
*******
 -34.75%
*******
*******
*******
*******
Profit or Loss
*******
 -22.46%
*******
*******
*******
*******
Net Worth
*******
 11.10%
*******
*******
*******
*******
EBITDA
*******
 -9.15%
*******
*******
*******
*******

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What is the Ownership and Shareholding Structure of Wealthstreet Financial Services?

In 2023, Wealthstreet Financial Services had a promoter holding of 65.99% and a public holding of 34.01%. The company had 1 Subsidiary. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

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

₹175,000,000.00

Satisfied Charges

₹201,000,000.00

Charges Breakdown by Lending Institutions
  • Others : 17.50 Cr
Latest Charge Details
Date Lender Amount Status
23 Apr 2024 Others ₹3.50 Cr Open
11 Nov 2022 Others ₹10.00 Cr Open
19 Feb 2022 Others ₹4.00 Cr Open
03 Jun 2020 Others ₹10.10 Cr Satisfied
29 May 2018 Others ₹10.00 Cr Satisfied

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How Many Employees Work at Wealthstreet Financial Services?

Wealthstreet Financial Services has a workforce of 5 employees as of Apr 08, 2024. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.

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

Gain comprehensive insights into the Deals and Valuation data of Wealthstreet Financial Services, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Wealthstreet Financial Services's trajectory.

Rating
Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts
Alert Indicator

Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

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Latest Updates, News, and FAQs on Wealthstreet Financial Services
Recent Activity within the Organization
  • Charges

    The activity A charge with Others of Rs. 4.00 Cr registered on 19 Feb 2022 with Charge ID 100538643 was modified on 25 Nov 2025. was completed.

  • Annual General Meeting

    The activity Wealthstreet Financial Services Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records. was completed.

  • Balance Sheet

    Progress on Wealthstreet Financial Services Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Ahmedabad. was documented.

  • Charges

    Progress on A charge with Others of Rs. 3.50 Cr registered on 23 Apr 2024 with Charge ID 100909460 was modified on 27 Aug 2024. was documented.

  • Charges

    The activity A charge registered on 03 Jun 2020 via Charge ID 100351962 with Others was fully satisfied on 05 Jul 2024. was completed.

  • Charges

    The activity A charge with Others amounted to Rs. 3.50 Cr with Charge ID 100909460 was registered on 23 Apr 2024. was completed.

Explore recent activity and updates - View Recent Activity

Frequently Asked Questions
What is the CIN of Wealthstreet Financial Services Private Limited?

The CIN of Wealthstreet Financial Services Private Limited is U74999GJ2016PTC094432.

Where is Wealthstreet Financial Services Private Limited headquartered?

Wealthstreet Financial Services Private Limited is headquartered at A-1101, Mondeal Heights, 11Th Floor, Besides Wide Angle, S.G Highway, Ahmedabad-380015, Ahmedabad, Gujarat, 380015.

When was Wealthstreet Financial Services Private Limited incorporated?

Wealthstreet Financial Services Private Limited was incorporated on 21 November 2016.

Who are the current directors of Wealthstreet Financial Services Private Limited?

The current directors of Wealthstreet Financial Services Private Limited are

What is the primary industry of Wealthstreet Financial Services Private Limited?

The primary industry of Wealthstreet Financial Services Private Limited is Financial And Insurance Service.

Is Wealthstreet Financial Services Private Limited a listed company?

Wealthstreet Financial Services Private Limited is unlisted.

What is the capital structure of Wealthstreet Financial Services Private Limited?

The authorized capital of Wealthstreet Financial Services Private Limited is ₹1.10 Cr, and the paid-up capital is ₹9.64 M.

What is the compliance status of Wealthstreet Financial Services Private Limited?

The compliance status of Wealthstreet Financial Services Private Limited is Compliant.

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