About Wise Finserv Private Limited
Data last updated: 11 February 2026
Wise Finserv Private Limited is a private limited company based in New Delhi, Delhi, India. It specialises in business and IT consulting, a part of the broader business process outsourcing sector. Incorporated on 15 March 2013, the company has been in operation for over 13 years.
Registered with ROC Delhi under CIN U67190DL2013PTC249437.
Capital: 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.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: 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.
Its group structure includes 1 subsidiary.
The company is associated with 3 brands - Wisefinserv, Wise Finserv, Am Wise Finserv. As per MCA filings, the company has open charges of ₹5 Cr on record.
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.
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Registered AddressOnward Coworkx First Floor 20 Okhla Phase 3, New Delhi, Delhi, India – 110020
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IndustryBusiness Outsourcing, Business & IT Consulting
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Associated Brands with Wise Finserv Private Limited
Wise Finserv Private Limited operates multiple associated brands including WiseFinServ, Wise Finserv, and AM Wise Finserv. These brands represent Wise Finserv Private Limited's diversified market presence and brand portfolio.
| 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 |
Competitors & Alternatives of Wise Finserv Private Limited
Brands and companies operating in the same space as Wise Finserv Private Limited include Fidelity Investments, Investec, UTI Mutual Fund and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Fidelity Investments
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States, United States | 1946 |
Investec
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Global banking, investment, and wealth management services are offered worldwide. | London, United Kingdom, United Kingdom | 1974 |
UTI Mutual Fund
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Mutual funds, portfolio management, and retirement planning services are offered. | Mumbai, India, India | 2001 |
Goldman Sachs
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Investment banking services are delivered across multiple financial sectors. | New York, United States, United States | 1869 |
HSBC
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Universal banking and financial advisory services are provided globally. | London, United Kingdom, United Kingdom | 1865 |
S&P Global
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Platform offering business intelligence solutions that combine data and actionable analytics for clients | New York, United States, United States | 1917 |
UBS
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Financial services are provided globally by UBS for wealth management. | Zurich, Switzerland, Switzerland | 1862 |
Generali
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Diversified insurance and asset management services are offered globally. | Trieste, Italy, Italy | 1831 |
BNP Paribas
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Banking & financial service provider | Paris, France, France | 1848 |
Sundaram Finance
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Provider of consumer & SME loans and equipment & vehicle leasing services | Chennai, India, India | 1954 |
Business Activity of Wise Finserv Private Limited
Wise Finserv Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
Business activity turnover details for Wise Finserv Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
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Auditor Details of Wise Finserv Private Limited
Wise Finserv Private Limited is audited by T.Ranjan & Co. for the financial year 2022. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
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| T.Ranjan & Co. | Locked | Locked | Locked |
Complete auditor history for Wise Finserv Private Limited
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Board of Directors of Wise Finserv Private Limited
Wise Finserv Private Limited is currently managed by 3 directors, with 3 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
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Sadhna Singhal
Also directs:
Wise Finserv Insurance Marketing Private Limited
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Director | 05 Feb 2016 | 10 Years 6 Months | Current |
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Ajay Kumar Yadav
Also directs:
Wise Finserv Insurance Marketing Private Limited
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Director | 19 Mar 2021 | 5 Years 4 Months | Current |
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Charu Pahuja
Also directs:
Wise Finserv Insurance Marketing Private Limited
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Director | 15 Mar 2013 | 13 Years 4 Months | Current |
Financials of Wise Finserv Private Limited FY 2025 filings available
Wise Finserv Private Limited reported revenue of ₹6.41 Cr (up 8.00% YoY) for FY 2025.
Ten-year financial statements for Wise Finserv Private Limited
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Ownership and Shareholding of Wise Finserv Private Limited
Shareholding and ownership data for Wise Finserv Private Limited
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Group Structure of Wise Finserv Private Limited
Wise Finserv Private Limited has 1 subsidiary company. This group structure data is as of FY 2022. The corporate group structure reflects Wise Finserv Private Limited's business expansion strategy and organizational complexity.
| Company Name | CIN | Shares Held |
|---|---|---|
| Wise Finserv Insurance Marketing Private Limited | U66000UP2016PTC077396 | Locked |
Showing major subsidiaries. Total: 1.
Charges & Borrowings of Wise Finserv Private Limited
| Date | Lender | Amount | Status |
|---|---|---|---|
| 04 Nov 2022 | Hdfc Bank Limited | ₹5 Cr | Open |
Total charge records: 1 View all charges
Employees and EPFO Compliance at Wise Finserv Private Limited
View historical data on people associated with Wise Finserv Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Wise Finserv Private Limited
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GST Compliance of Wise Finserv Private Limited
GST registrations and filing compliance for Wise Finserv Private Limited
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Credit Ratings, Litigation & Regulatory Alerts for Wise Finserv Private Limited
Credit ratings, litigation, and regulatory alerts for Wise Finserv Private Limited
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MSME Payment Delays by Wise Finserv Private Limited
MSME payment history for Wise Finserv Private Limited
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Subsidiaries & Group Companies of Wise Finserv Private Limited
Corporate group structure for Wise Finserv Private Limited
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MCA Filings & Documents of Wise Finserv Private Limited
MCA filings and documents for Wise Finserv Private Limited
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- Annual returns and statements
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Recent Activity on Wise Finserv Private Limited
Frequently Asked Questions about Wise Finserv Private Limited
Wise Finserv Private Limited is an active private limited company in the business outsourcing sector based in New Delhi, Delhi, India. It was incorporated on 15 March 2013 (13+ years old) and is registered under CIN U67190DL2013PTC249437.
Wise Finserv Private Limited reported revenue of ₹6.41 Cr for FY 2025 (up 8.00% YoY).
The current directors of Wise Finserv Private Limited are:
- Sadhna Singhal - Director
- Ajay Kumar Yadav - Director
- Charu Pahuja - Director
The primary industry of Wise Finserv Private Limited is business outsourcing. The company specifically operates in business and IT consulting. The company is currently active in this sector.
Wise Finserv Private Limited can be reached at the registered office: Onward Coworkx First Floor 20 Okhla Phase 3, New Delhi, Delhi, India – 110020, or through the website wisefinserv.com.
The authorised capital is ₹1 Lakh, and the paid-up capital is ₹1 Lakh.