Wise Portfolio Management Private Limited
About Wise Portfolio Management Private Limited
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Wise Portfolio Management Private Limited is a private limited company based in Nagpur, Maharashtra, India. It operates in the advisory services segment of the financial services sector. It was incorporated on 05 August 2008 and has been in existence for over 18 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74140MH2008PTC185480.
The company has an authorised share capital of ₹10 Lakh and a paid-up capital of ₹3.22 Lakh. It is led by directors including Shruti Vinod Gandhi and Ravindrakumar Bhushan Prasad.
Its last annual general meeting (AGM) was held on 31 August 2023, and its latest financial statements are for the year ended 31 March 2023. The registered office is at 205 Indira Archade Residency Road Above D. Krishna Saree Centre Sadar, Nagpur, Maharashtra, India – 440001.
As per the financials filed for FY 2023, the company reported a revenue of ₹9.08 Lakh, a decline of 1% compared to the previous year. For the same year it recorded a net profit of ₹4.12 Lakh (net margin 45.3%) and EBITDA of ₹4.23 Lakh (EBITDA margin 46.5%). Revenue has declined at a compounded annual rate (CAGR) of 35% over three years and 4% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Wise Portfolio Management Private Limited's registered office is in Nagpur, Maharashtra. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered Address205 Indira Archade Residency Road Above D. Krishna Saree Centre Sadar, Nagpur, Maharashtra, India – 440001
- IndustryFinancial Services, Advisory, Consultancy, Financial Brokerage
To see the full contact details of Wise Portfolio Management 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 Wise Portfolio Management 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 Wise Portfolio Management Private Limited, buy the company report.
Financials of Wise Portfolio Management Private Limited
FY 2023 filings availableWise Portfolio Management Private Limited reported revenue of ₹9.08 Lakh (down 1% YoY) for FY 2023.
Compounded Annual Growth Rate (CAGR)
Revenue has declined at a compounded annual rate (CAGR) of 4% over five years, including a 1% fall in the latest year. EBITDA rose 98% 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 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 | FY 2018-19 |
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| EBITDA | ₹4.23 Lakh | ||||
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| Net Profit (PAT) | ₹4.12 Lakh | ||||
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Financial Ratios
| Metrics | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 | FY 2018-19 |
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| EBITDA Margin | 46.5% | ||||
| Net Profit Margin | 45.3% | ||||
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To see the full financial statements and ratios of Wise Portfolio Management Private Limited, buy the company report.
Board of directors of Wise Portfolio Management Private Limited
Wise Portfolio Management has 4 current directors and 3 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Shruti Vinod Gandhi | Director | 01 Aug 2023 | 3 Years 2 Months | Current |
| Ravindrakumar Bhushan Prasad | Director | 03 May 2019 | 7 Years 5 Months | Current |
| Shailendra Harish Gupta Also directs: Skybridge Infrastructure Private Limited, Skybridge Landscape & Infradevelopes LLP, Starworks Pipe and Fittings LLP and 1 more | Director | 03 May 2019 | 7 Years 5 Months | Current |
| Kanhaiya Badrinarayan Chandak Also directs: Skybridge Infrastructure Private Limited | Director | 05 Aug 2008 | 18 Years 2 Months | Current |
Peer comparison
Wise Portfolio Management 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 |
|---|---|---|---|---|---|---|
| Sadhana Holdings Private Limited | ₹9.09 Lakh (FY 2025) | 1521.0% | Mumbai, Maharashtra, India | |||
| Bfi-Npa Resolution Services Private Limited | ₹9.09 Lakh (FY 2025) | -63.0% | Chennai, Tamil Nadu, India | |||
| Right View Gramin Nidhi Limited | ₹9.08 Lakh (FY 2022) | 205.0% | Ernakulam, Kerala, India | |||
| Govardhan Raje Multipurpose Urban Nidhi Limited | ₹9.08 Lakh (FY 2022) | 1232.0% | Beed, Maharashtra, India | |||
| Shivsmit Urban Multiple Nidhi Limited | ₹9.08 Lakh (FY 2021) | 86.0% | Pune, Maharashtra, India | |||
| Wise Portfolio Management Private Limitedthis company | ₹9.08 Lakh (FY 2023) | ₹4.12 Lakh | 45.3% | -1.0% | Nagpur, Maharashtra, India | |
| Vennala Kuries Private Limited | ₹9.08 Lakh (FY 2025) | -5.0% | Kochi, Kerala, India | |||
| Godhuli Chits Private Limited | ₹9.08 Lakh (FY 2020) | 88.0% | Doddballapura(Dbpura), Karnataka, India | |||
| Tramway Kuries Private Limited | ₹9.08 Lakh (FY 2025) | -1.0% | Chalakudy, Kerala, India | |||
| Max Moovers Private Limited | ₹9.08 Lakh (FY 2025) | 7.0% | Kolkata, West Bengal, India | |||
| Ajwa Holdings Private Limited | ₹9.07 Lakh (FY 2024) | 257.0% | Chennai, Tamil Nadu, India |
To see the full peer comparison of Wise Portfolio Management Private Limited, buy the company report.
Auditor
Wise Portfolio Management Private Limited is audited by VINODGANDHI&ASSOCIATES for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| VINODGANDHI&ASSOCIATES | FY 2017 | 127672W |
Shareholding
The shareholding of Wise Portfolio Management 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 Wise Portfolio Management Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Wise Portfolio Management 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 Wise Portfolio Management 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 Wise Portfolio Management Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Wise Portfolio Management Private Limited has 7 board changes on record since 2008: 4 appointments and 3 cessations. The latest: Shruti Vinod Gandhi was appointed as Director on 01 Aug 2023.
Frequently asked questions
Wise Portfolio Management is an active private limited company based in Nagpur, Maharashtra, India. The company works in advisory, within the financial services industry. It was incorporated on 05 August 2008 (18+ years old) and is registered under CIN U74140MH2008PTC185480.
Wise Portfolio Management has 4 current directors:
- Shruti Vinod Gandhi - Director
- Ravindrakumar Bhushan Prasad - Director
- Shailendra Harish Gupta - Director
- Kanhaiya Badrinarayan Chandak - Director
The latest financial statements of Wise Portfolio Management on record with the MCA are for the year ended 31 March 2023. Its last annual general meeting was held on 31 August 2023. Year-wise statements from 2015 are in the company report.
The CIN (Corporate Identification Number) of Wise Portfolio Management is U74140MH2008PTC185480. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Wise Portfolio Management was incorporated on 05 August 2008, making it 18+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Wise Portfolio Management by revenue are Sadhana Holdings Private Limited, Bfi-Npa Resolution Services Private Limited, Right View Gramin Nidhi Limited, Govardhan Raje Multipurpose Urban Nidhi Limited, Shivsmit Urban Multiple Nidhi Limited and 5 more, all in the same principal business activity (other financial activities).
Shruti Vinod Gandhi was appointed as Director on 01 Aug 2023. Ravindrakumar Bhushan Prasad ceased to be Additional Director on 30 Sep 2019. Shailendra Harish Gupta ceased to be Additional Director on 30 Sep 2019. Wise Portfolio Management has 7 board changes on record in total.
The registered office of Wise Portfolio Management is at 205 Indira Archade Residency Road Above D. Krishna Saree Centre Sadar, Nagpur, Maharashtra, India – 440001.
Wise Portfolio Management operates in the financial services industry, in the advisory segment.
The compliance status of Wise Portfolio Management is compliant as of 12 August 2026. The company is actively filing with the Registrar of Companies.
Wise Portfolio Management can be reached at its registered office: 205 Indira Archade Residency Road Above D. Krishna Saree Centre Sadar, Nagpur, Maharashtra, India – 440001.
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