About Wise Finserv Private Limited
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Wise Finserv Private Limited is a private limited company based in New Delhi, Delhi, India. It operates in the business and IT consulting segment of the business process outsourcing sector. It was incorporated on 15 March 2013 and has been in existence for over 13 years.
The company is registered with the Registrar of Companies (ROC), Delhi, under CIN U67190DL2013PTC249437. Its GSTIN is 09AABCW3569N2ZL (Uttar Pradesh). The company holds 2 GST registrations, of which 1 is active.
The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors including Sadhna Singhal and Ajay Kumar Yadav.
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 Onward Coworkx First Floor 20 Okhla Phase 3, New Delhi, Delhi, India – 110020.
As per the financials filed for FY 2025, the company reported a revenue of ₹6.41 Cr, a growth of 8% compared to the previous year. For the same year it recorded a net profit of ₹13.85 Lakh (net margin 2.2%) and EBITDA of ₹36.28 Lakh (EBITDA margin 5.7%). Revenue has grown at a compounded annual rate (CAGR) of 25% over three years and 35% over five years.
Its group structure includes 1 subsidiary.
The company is associated with 3 brands: WiseFinServ, Wise Finserv and AM Wise Finserv. As per MCA filings, the company has open charges of ₹5 Cr on record. Court records list 3 cases involving the company, including 2 filed by the company and 1 filed against it; 3 cases are pending.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website wisefinserv.com.
Company details
Contact details
Wise Finserv Private Limited's registered office is in New Delhi, Delhi. Its website is wisefinserv.com. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Apps
- Registered AddressOnward Coworkx First Floor 20 Okhla Phase 3, New Delhi, Delhi, India – 110020
- IndustryBusiness Outsourcing, Business & IT Consulting
To see the full contact details of Wise Finserv 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
Brands
Wise Finserv operates multiple associated brands including WiseFinServ, Wise Finserv, and AM Wise Finserv. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Delivers wealth management and financial planning services for effective client strategies. | wisefinserv.com | |
| Platform offering investment services, retirement planning, taxation services, and insurance planning | amfinserv.com | |
| Offers wealth management, investment strategies, and financial planning for high-net-worth clients. | wisefinservadvisory.com |
Business activity
The main business activity of Wise Finserv is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of Wise Finserv Private Limited, buy the company report.
Financials of Wise Finserv Private Limited
FY 2025 filings availableWise Finserv Private Limited reported revenue of ₹6.41 Cr (up 8% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 35% over five years, including 8% growth in the latest year. EBITDA fell 51% 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 | FY 2020-21 |
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| EBITDA | ₹36.28 Lakh | ||||
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| Net Profit (PAT) | ₹13.85 Lakh | ||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| Profitability | |||||
| EBITDA Margin | 5.7% | ||||
| Net Profit Margin | 2.2% | ||||
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To see the full financial statements and ratios of Wise Finserv Private Limited, buy the company report.
Board of directors of Wise Finserv Private Limited
Wise Finserv has 3 current directors and 3 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Sadhna Singhal Also directs: Wise Finserv Insurance Marketing Private Limited | Director | 05 Feb 2016 | 10 Years 8 Months | Current |
| Ajay Kumar Yadav Also directs: Wise Finserv Insurance Marketing Private Limited | Director | 19 Mar 2021 | 5 Years 7 Months | Current |
| Charu Pahuja Also directs: Wise Finserv Insurance Marketing Private Limited | Director | 15 Mar 2013 | 13 Years 7 Months | Current |
Auditor
Wise Finserv Private Limited is audited by T.Ranjan & Co. for the financial year 2022.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| T.Ranjan & Co. | FY 2022 | 026589N |
Shareholding
The shareholding of Wise Finserv Private Limited is on record for 5 financial years, the latest being FY 2022, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of Wise Finserv Private Limited, buy the company report.
Charges & borrowings
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 04 Nov 2022 | 100654731 | Hdfc Bank Limited | ₹5 Cr | Open |
Total charge records: 1 View all charges
Legal cases
Wise Finserv Private Limited has 3 court cases on record: 2 filed by Wise Finserv, 1 filed against it. All cases are pending.
Cases by court
| Court | Cases | Against the company | Pending |
|---|---|---|---|
| District courts | 3 | 1 | 3 |
Cases on record (3 of 3)
| Court | Type of case | Party | Status |
|---|---|---|---|
| District court, Gurugram, Haryana | Appeal | Filed by the company against Bajaj Capital Ltd. and 1 other | Pending |
| District court, Gurugram, Haryana | Civil suit | Filed by the company against Bajaj Capital Limited and 1 other | Pending |
| District court, Gautam Buddha Nagar, Uttar Pradesh | Criminal case | Filed against the company by State of U.P. | Pending |
To see the full case history of Wise Finserv Private Limited, buy the company report.
Case records are compiled from court listings and may lag the court's own records. A case filed against a company is not a finding against it.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Wise Finserv Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
Group structure & subsidiaries
Wise Finserv has 1 subsidiary company. This group structure data is as of FY 2022. The table lists each entity with its relationship and holding.
| Company Name | CIN | Shares held |
|---|---|---|
| Wise Finserv Insurance Marketing Private Limited | U66000UP2016PTC077396 |
To see the full group structure of Wise Finserv Private Limited, buy the company report.
GST
Wise Finserv has 2 GST registrations: 1 active and 1 cancelled or inactive.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 09AABCW3569N2ZL | Uttar Pradesh | Active | 14 Jul 2017 |
To see the full GST registrations and return filing status of Wise Finserv Private Limited, buy the company report.
Recent activity
Wise Finserv Private Limited has 6 board changes on record since 2013: 3 appointments and 3 cessations. The latest: Ajay Kumar Yadav was appointed as Director on 19 Mar 2021.
Frequently asked questions
Wise Finserv is an active private limited company based in New Delhi, Delhi, India. The company works in business and IT consulting, within the business outsourcing industry. It was incorporated on 15 March 2013 (13+ years old) and is registered under CIN U67190DL2013PTC249437.
Wise Finserv has 3 current directors:
- Sadhna Singhal - Director
- Ajay Kumar Yadav - Director
- Charu Pahuja - Director
The latest financial statements of Wise Finserv 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 Wise Finserv is 09AABCW3569N2ZL, registered in Uttar Pradesh. The company has 2 GST registrations in all, of which 1 is active and 1 is cancelled or inactive.
The CIN (Corporate Identification Number) of Wise Finserv is U67190DL2013PTC249437. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Wise Finserv has 3 court cases on record: 2 filed by the company and 1 filed against it. 3 are pending.
Wise Finserv was incorporated on 15 March 2013, making it 13+ years old. It is registered with the Registrar of Companies, Delhi.
Ajay Kumar Yadav was appointed as Director on 19 Mar 2021. Vishwanath Singh Yadav ceased to be Director on 02 Aug 2018. Kajal Singh ceased to be Director on 08 Jul 2016. Wise Finserv has 6 board changes on record in total.
Wise Finserv can be reached through the website wisefinserv.com. Its registered office is in New Delhi, Delhi, India.
The registered office of Wise Finserv is at Onward Coworkx First Floor 20 Okhla Phase 3, New Delhi, Delhi, India – 110020.
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