Wealthstreet Financial Services Private Limited Company Logo

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:

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 ₹21.50 Cr open charges and ₹20.10 Cr settled loans. Its latest AGM occurred on 30 September 2024, with the balance sheet filed on 31 March 2024. It is based at A-1101, Mondeal Heights, 11Th Floor, Besides Wide Angle, S.G Highway, Ahmedabad-380015, Ahmedabad, Gujarat, 380015.

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 Indicators

  • Authorised Capital ₹ 1.10 Cr
  • Paid Up Capital ₹ 9.64 M
  • Company Age 9 Year, 3 Days
  • Last Filing with ROC 31 Mar 2024
  • Open Charges ₹ 21.50 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

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

NameDesignationAppointment DateStatus
Kunal Bipinchandra MehtaDirector22 Feb 2018Current
Ajay Radheshyam SaraogiDirector21 Nov 2016Current

Past Directors

NameDesignationCessationStatus
Pramod AbcsddDirector24 Jul 2024Past
Pramod AbcsddCompany Secretary-Past
Pramod AbcsddDirector30 Mar 2022Past
Pramod AbcsddDirector04 Jul 2025Past
Pramod AbcsddDirector24 Jul 2024Past

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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
  • 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
-3.70%
Revenue from Operations
-5.08%
Total Assets
-34.75%
Profit or Loss
-22.46%
Net Worth
11.10%
EBITDA
-9.15%

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 Indicator graph

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Charges (Loans)

Open Charges

₹215,000,000.00

Satisfied Charges

₹201,000,000.00

Charges Breakdown by Lending Institutions

  • Others : 21.50 Cr

Latest Charge Details

DateLenderAmountStatus
23 Apr 2024Others₹3.50 CrOpen
11 Nov 2022Others₹10.00 CrOpen
19 Feb 2022Others₹8.00 CrOpen
03 Jun 2020Others₹10.10 CrSatisfied
29 May 2018Others₹10.00 CrSatisfied

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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 growth trends for Wealthstreet Financial Services Private Limited

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.

Latest Updates, News, and FAQs on Wealthstreet Financial Services

Recent Activity within the Organization

  • Annual General Meeting

    Progress on Wealthstreet Financial Services Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records. was documented.

  • Charges

    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 recorded as a recent event.

  • 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

    A charge with Others amounted to Rs. 3.50 Cr with Charge ID 100909460 was registered on 23 Apr 2024. was recorded as a recent event.

  • Balance Sheet

    Progress on Wealthstreet Financial Services Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Ahmedabad. was documented.

  • Charges

    A charge with Others of Rs. 10.00 Cr registered on 11 Nov 2022 with Charge ID 100644180 was modified on 26 Sep 2023. was recorded as a recent event.

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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