About Wealthsure Strategic Private Limited
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Wealthsure Strategic Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the financial services and investment segment of the financial services sector. It was incorporated on 16 June 2015 and has been in existence for over 11 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U93030MH2015PTC265633.
The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors including Bernard Francis Xavier and Krutika Punit Bisani.
Its last annual general meeting (AGM) was held on 30 September 2022, and its latest financial statements are for the year ended 31 March 2022. The registered office is at Flat No.A G3 53 26 Takshila Chs Mahakali Caves Rd Near Taksheela Bus Stop Andheri ( East ), Mumbai, Maharashtra, India – 400093.
As per the financials filed for FY 2022, the company reported a revenue of ₹8.85 Lakh, a decline of 67% compared to the previous year. For the same year it recorded a net loss of ₹70,100 (net margin -7.9%) and EBITDA of -₹70,100 (EBITDA margin -7.9%). Revenue has grown at a compounded annual rate (CAGR) of 28% over three years and 19% over five years.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website wealthsurestrategic.com.
Company details
Contact details
Wealthsure Strategic Private Limited's registered office is in Mumbai, Maharashtra. Its website is wealthsurestrategic.com. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Registered AddressFlat No.A G3 53 26 Takshila Chs Mahakali Caves Rd Near Taksheela Bus Stop Andheri ( East ), Mumbai, Maharashtra, India – 400093
- IndustryFinancial Services, Financial Activities
To see the full contact details of Wealthsure Strategic Private Limited, buy the company report.
- 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
Business activity
The main business activity of Wealthsure Strategic 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 Wealthsure Strategic Private Limited, buy the company report.
Financials of Wealthsure Strategic Private Limited
FY 2022 filings availableWealthsure Strategic Private Limited reported revenue of ₹8.85 Lakh (down 67% YoY) for FY 2022.
Compounded Annual Growth Rate (CAGR)
Revenue fell 67% in the latest year, but over five years it has grown at a compounded annual rate (CAGR) of 19%. EBITDA fell 118% 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
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| EBITDA | -₹70,100 | ||||
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| Net Profit (PAT) | -₹70,100 | ||||
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Financial Ratios
| Metrics | FY 2021-22 | FY 2020-21 | FY 2019-20 | FY 2018-19 | FY 2017-18 |
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| EBITDA Margin | -7.9% | ||||
| Net Profit Margin | -7.9% | ||||
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To see the full financial statements and ratios of Wealthsure Strategic Private Limited, buy the company report.
Board of directors of Wealthsure Strategic Private Limited
Wealthsure Strategic has 3 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Bernard Francis Xavier | Director | 16 Jun 2015 | 11 Years 4 Months | Current |
| Krutika Punit Bisani Also directs: Kinntegra Wealth Private Limited | Director | 16 Jun 2015 | 11 Years 4 Months | Current |
| Sylvia Violet Lazarus Dias | Director | 16 Jun 2015 | 11 Years 4 Months | Current |
Peer comparison
Wealthsure Strategic 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 |
|---|---|---|---|---|---|---|
| Sundari Chits (Nellai) Private Limited | ₹8.86 Lakh (FY 2025) | -30.0% | Tirunelveli, Tamil Nadu, India | |||
| Sayam Shares & Securities Private Limited | ₹8.85 Lakh (FY 2024) | 113.0% | New Delhi, Delhi, India | |||
| New Tirupati Balaji Urban Multipurpose Nidhi Limited | ₹8.85 Lakh (FY 2022) | 222.0% | Ahmednagar, Maharashtra, India | |||
| The India Ceramics Pvt. Ltd. | ₹8.85 Lakh (FY 2024) | 338.0% | Kolkata, West Bengal, India | |||
| Thiroor Kuries Private Limited | ₹8.85 Lakh (FY 2023) | 81.0% | Thrissur, Kerala, India | |||
| Wealthsure Strategic Private Limitedthis company | ₹8.85 Lakh (FY 2022) | -₹70,100 | -7.9% | -67.0% | Mumbai, Maharashtra, India | |
| VGL Nidhi Limited | ₹8.84 Lakh (FY 2024) | -16.0% | Ernakulam, Kerala, India | |||
| Athlakshmi Chits Private Limited | ₹8.84 Lakh (FY 2022) | -6.0% | Nagpur, Maharashtra, India | |||
| Jahnavi and Kamakhya Enterprises Private Limited | ₹8.84 Lakh (FY 2021) | Hyderabad, Telangana, India | ||||
| Sixco Chits Private Limited | ₹8.84 Lakh (FY 2015) | -3.0% | Haripad, Kerala, India | |||
| Tirupati Stock Broking & Services Pvt. Ltd. | ₹8.84 Lakh (FY 2025) | -25.0% | Kolkata, West Bengal, India |
To see the full peer comparison of Wealthsure Strategic Private Limited, buy the company report.
Auditor
Wealthsure Strategic Private Limited is audited by KUNJ DEDHIA & ASSOCIATES for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| KUNJ DEDHIA & ASSOCIATES | FY 2017 | 154621 |
Shareholding
The shareholding of Wealthsure Strategic Private Limited is on record for 2 financial years, the latest being FY 2017, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2017 | FY 2016 |
|---|---|---|
| Promoters | ||
| Domestic institutional investors (DII) | ||
| Foreign institutional investors (FII) | ||
| Public | ||
| Others |
To see the full shareholding pattern of Wealthsure Strategic Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Wealthsure Strategic 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 Wealthsure Strategic Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
No GST registration is on our record for Wealthsure Strategic Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Wealthsure Strategic Private Limited has 4 board changes on record since 2015: 3 appointments and 1 cessation. The latest: Bernard Francis Xavier ceased to be Managing Director on 20 Jun 2020.
Frequently asked questions
Wealthsure Strategic is an active private limited company based in Mumbai, Maharashtra, India. The company works in financial activities, within the financial services industry. It was incorporated on 16 June 2015 (11+ years old) and is registered under CIN U93030MH2015PTC265633.
Wealthsure Strategic has 3 current directors:
- Bernard Francis Xavier - Director
- Krutika Punit Bisani - Director
- Sylvia Violet Lazarus Dias - Director
The latest financial statements of Wealthsure Strategic on record with the MCA are for the year ended 31 March 2022. Its last annual general meeting was held on 30 September 2022. Year-wise statements from FY 2016 are in the company report.
The CIN (Corporate Identification Number) of Wealthsure Strategic is U93030MH2015PTC265633. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Wealthsure Strategic was incorporated on 16 June 2015, making it 11+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Wealthsure Strategic by revenue are Sundari Chits (Nellai) Private Limited, Sayam Shares & Securities Private Limited, New Tirupati Balaji Urban Multipurpose Nidhi Limited, The India Ceramics Pvt. Ltd, Thiroor Kuries Private Limited and 5 more, all in the same principal business activity (other financial activities).
Bernard Francis Xavier ceased to be Managing Director on 20 Jun 2020. Bernard Francis Xavier was appointed as Director on 16 Jun 2015. Krutika Punit Bisani was appointed as Director on 16 Jun 2015. Wealthsure Strategic has 4 board changes on record in total.
Wealthsure Strategic can be reached through the website wealthsurestrategic.com. Its registered office is in Mumbai, Maharashtra, India.
The registered office of Wealthsure Strategic is at Flat No.A G3 53 26 Takshila Chs Mahakali Caves Rd Near Taksheela Bus Stop Andheri East , Mumbai, Maharashtra, India – 400093.
Wealthsure Strategic operates in the financial services industry, in the financial activities segment.
The compliance status of Wealthsure Strategic is compliant as of 26 September 2026. The company is actively filing with the Registrar of Companies.