Western Fund Private Limited

Western Fund Private Limited - financial services in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
CIN U67100MH2010PTC209712 Incorporated 02 November 2010 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Private Limited Company financial services
Data last updated
Revenue · FY 2025
₹2.38 Cr
▲ 12% YoY
Net loss · FY 2025
₹24.59 Lakh
Net margin -10.3%
EBITDA · FY 2025
₹17.52 Lakh
EBITDA margin 7.4%
Authorised capital
₹5 Cr
Registered with MCA
Paid-up capital
₹5 Cr
Issued & subscribed
Open charges
₹15.75 Lakh
Secured borrowings
Company age
16 yrs
Est. 2010
Employees · EPFO
15
Provident fund records

About Western Fund Private Limited

Data last updated:

Western Fund Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the brokerage and trading services segment of the financial services sector. It was incorporated on 02 November 2010 and has been in existence for over 16 years.

The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67100MH2010PTC209712. Its GSTIN is 27AABCW0281B1ZQ (Maharashtra). The company holds 2 GST registrations, all of them active.

The company has an authorised share capital of ₹5 Cr and a paid-up capital of ₹5 Cr. It was formerly known as Western Fund Advisory Services Private Limited. It is led by directors Puja Satyen Dalal and Satyen Bhupendra Dalal.

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 1 – 2 Bhupen Chambers Dalal Street Fort, Mumbai, Maharashtra, India – 400001.

As per the financials filed for FY 2025, the company reported a revenue of ₹2.38 Cr, a growth of 12% compared to the previous year. For the same year it recorded a net loss of ₹24.59 Lakh (net margin -10.3%) and EBITDA of ₹17.52 Lakh (EBITDA margin 7.4%). Revenue has grown at a compounded annual rate (CAGR) of 13% over three years and 2% over five years.

The company has about 15 employees on its provident fund (EPFO) records. Its group structure includes 2 subsidiaries.

As per MCA filings, the company has open charges of ₹15.75 Lakh on record.

The current compliance status is marked as compliant by the Registrar of Companies.

Company details

CIN U67100MH2010PTC209712
Registration Number 209712
Incorporation Date 02 November 2010
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
Compliance Status Active Compliant

CIN history

Western Fund has one previous CIN (Corporate Identification Number): U74120MH2010PTC209712. The current CIN is U67100MH2010PTC209712, which is the unique identifier assigned by the Registrar of Companies.

CINStatus
U67100MH2010PTC209712Current
U74120MH2010PTC209712Previous

Contact details

Western Fund Private Limited's registered office is in Mumbai, Maharashtra. Its e-mail address is in the company report.

  • Email
  • Registered Address
    1 – 2 Bhupen Chambers Dalal Street Fort, Mumbai, Maharashtra, India – 400001
  • Industry
    Financial Services, Brokerage & Trading Services

To see the full contact details of Western Fund Private Limited, buy the company report.

Comprehensive company report
Western Fund 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
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Secure checkout · GST invoice included

Business activity

The main business activity of Western Fund is financial and insurance activities. In detail, this covers activities auxiliary to financial service and insurance activities.

Main activity group codeMain activityBusiness activity codeBusiness activityShare of turnover
KFinancial and insurance activities66Activities auxiliary to financial service and insurance activities

To see the full business activity and turnover split of Western Fund Private Limited, buy the company report.

Financials of Western Fund Private Limited

FY 2025 filings available

Western Fund Private Limited reported revenue of ₹2.38 Cr (up 12% YoY) for FY 2025.

Revenue · FY 2025
₹2.38 Cr ▲ 12%
Net loss · FY 2025
₹24.59 Lakh margin -10.3%
EBITDA · FY 2025
₹17.52 Lakh margin 7.4%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▲ 12%
3 years · compounded
▼ 13%
5 years · compounded
▲ 2%
EBITDA CAGR growth
1 year
▼ 7%
3 years · compounded
▼ 54%
5 years · compounded
▼ 7%

Revenue has grown at a compounded annual rate (CAGR) of 2% over five years, including 12% growth in the latest year. EBITDA fell 7% 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

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21
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₹17.52 Lakh
Profit Before Tax
Tax Expense
Net Profit (PAT)-₹24.59 Lakh
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

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21
Profitability
EBITDA Margin7.4%
Net Profit Margin-10.3%
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 Western Fund Private Limited, buy the company report.

Board of directors of Western Fund Private Limited

Western Fund has 2 current directors and 2 former directors. Current directors are listed first, with their designation and appointment date.

Current Directors
NameDesignationAppointment DateTenureStatus
Puja Satyen DalalDirector02 Nov 201015 Years 11 MonthsCurrent
Satyen Bhupendra DalalDirector02 Nov 201015 Years 11 MonthsCurrent

Auditor

Western Fund Private Limited is audited by GANESH & RAJENDRA ASSOCIATES for the financial year 2019.

Auditor firmFinancial yearFirm registration number
GANESH & RAJENDRA ASSOCIATESFY 2019103055W

Shareholding

The shareholding of Western Fund Private Limited is on record for 2 financial years, the latest being FY 2019, split between promoters, domestic institutions, foreign institutions, public shareholders and others.

Shareholder categoryFY 2019FY 2016
Promoters
Domestic institutional investors (DII)
Foreign institutional investors (FII)
Public
Others

To see the full shareholding pattern of Western Fund Private Limited, buy the company report.

Charges & borrowings

Open charges
₹15.75 Lakh
Satisfied charges
None
Breakdown by lending institutions
Others₹0.16 Cr
Latest charge details
DateCharge IDLenderAmountStatusModified or satisfied on
22 Aug 2024100974725Others₹15.75 LakhOpen

Total charge records: 1 View all charges

MSME payment delays

No delayed payments to MSME suppliers are on our record for Western Fund Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.

Group structure & subsidiaries

Western Fund has 2 subsidiary companies. This group structure data is as of FY 2019. The table lists each entity with its relationship and holding.

2
Subsidiary companies
Key subsidiaries
Company NameCINShares held
Stanford Securities Private LimitedU51900MH2000PTC125431
Comforts Viaggi Private LimitedU74999MH1988PTC049298

To see the full group structure of Western Fund Private Limited, buy the company report.

Employees & EPFO

Western Fund Private Limited has a workforce of 15 employees on its EPFO records as of Apr 07, 2024, across 1 active EPFO establishment.

Employee count
15
Active EPFO establishments
1
Employee growth
-6.25%

GST

Western Fund has 2 GST registrations: 2 active.

Total GSTINs
2
Active
2
GSTINStateStatusRegistered on
27AABCW0281B1ZQMaharashtraActive01 Jul 2017
24AABCW0281B1ZWGujaratActive09 Aug 2017

To see the full GST registrations and return filing status of Western Fund Private Limited, buy the company report.

Recent activity

Western Fund Private Limited has 4 board changes on record since 2010: 2 appointments and 2 cessations. The latest: Pankaj Balbir Chopra ceased to be Additional Director on 17 Dec 2018.

AGM
Western Fund Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
Western Fund Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai I.
Charges
A charge with Others amounted to Rs. 0.16 Cr with Charge ID 100974725 was registered on 22 Aug 2024.
Ceased
Pankaj Balbir Chopra ceased to be Additional Director.
Ceased
Paresh Ashok Parekh ceased to be Managing Director.
Appointed
Puja Satyen Dalal was appointed as Director.
Appointed
Satyen Bhupendra Dalal was appointed as Director.
Incorporation
02 Nov 2010
Western Fund Private Limited was registered on 02 Nov 2010 with Roc Mumbai I & aged 15 years 11 months as per MCA records.

Frequently asked questions

Western Fund is an active private limited company based in Mumbai, Maharashtra, India. The company works in brokerage and trading services, within the financial services industry. It was incorporated on 02 November 2010 (16+ years old) and is registered under CIN U67100MH2010PTC209712.

Western Fund has 2 current directors:

The latest financial statements of Western Fund 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 2015 are in the company report.

The GSTIN of Western Fund is 27AABCW0281B1ZQ, registered in Maharashtra. The company has 2 GST registrations in all, of which 2 are active. Other active GSTINs include 24AABCW0281B1ZW (Gujarat).

The CIN (Corporate Identification Number) of Western Fund is U67100MH2010PTC209712. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Western Fund was incorporated on 02 November 2010, making it 16+ years old. It is registered with the Registrar of Companies, Mumbai.

Pankaj Balbir Chopra ceased to be Additional Director on 17 Dec 2018. Paresh Ashok Parekh ceased to be Managing Director on 31 Oct 2013. Puja Satyen Dalal was appointed as Director on 02 Nov 2010. Western Fund has 4 board changes on record in total.

The registered office of Western Fund is at 1 – 2 Bhupen Chambers Dalal Street Fort, Mumbai, Maharashtra, India – 400001.

Western Fund operates in the financial services industry, in the brokerage and trading services segment.

Western Fund has open charges of ₹15.75 Lakh and no satisfied charges on record as per latest MCA filings.