Wise Portfolio Management Private Limited - Company Profile

It is a financial services private limited company based in Nagpur, Maharashtra, India, established in 2008.
2008 Nagpur, Maharashtra, India Active
Last Updated:
About Wise Portfolio Management Private Limited

Wise Portfolio Management Private Limited, a active private limited company, was established on 05 August 2008 in Nagpur, Maharashtra, India. Engaging in advisory within the financial and insurance service sector, it holds CIN: U74140MH2008PTC185480. Registered under ROC Roc Mumbai. it is unlisted. It has an authorized capital of ₹1.00 M and a paid-up capital of ₹0.32 M.

It upholds a compliant status. Its leadership includes Shruti Vinod Gandhi (Director), Ravindrakumar Bhushan Prasad (Director), Shailendra Harish Gupta (Director). Past directors included Shruti Vinod Gandhi, Ravindrakumar Bhushan Prasad, Shailendra Harish Gupta. Its latest AGM occurred on 31 August 2023, with the balance sheet filed on 31 March 2023. It is based at 205, Indira Archade, Residency Road Above D. Krishna Saree Centre, Sadar, Nagpur, Maharashtra, 440001.

Company Details
  • Email
    **********
  • Telephone

    +91-XXXXXXXXXX

  • Website
    **********
  • Social Media
    **********
  • Apps
    **********

Company Details

  • CIN/LLPIN

    U74140MH2008PTC185480

  • Registration Number

    185480

  • Incorporation Date

    05 August 2008

  • Authorized Capital

    ₹1.00 M

  • Paid-Up Capital

    ₹0.32 M

  • ROC Code

    Roc Mumbai

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 1.00 M
  • Paid Up Capital ₹ 0.32 M
  • Company Age 17 Year, 6 Months
  • Last Filing with ROC 31 Mar 2023
Company report

Wise Portfolio Management Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Wise Portfolio Management Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

Access Report Banner Element
Who are the key members and board of directors at Wise Portfolio Management Private Limited?
Current Directors
Name Designation Appointment Date Status
Shruti Vinod Gandhi Director 01 Aug 2023 Current
Ravindrakumar Bhushan Prasad Director 03 May 2019 Current
Shailendra Harish Gupta Director 03 May 2019 Current
Kanhaiya Badrinarayan Chandak Director 05 Aug 2008 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Director 03 May 2019 Past
Pramod Abcsdd Additional Director 30 Sep 2019 Past
Pramod Abcsdd Additional Director 30 Sep 2019 Past

Discover detailed profiles of directors and KMP - Unlock leadership insights today!

Financial Performance of Wise Portfolio Management.

Wise Portfolio Management Private Limited, for the financial year ended 2017, experienced no change in revenue, with a 0% increase. The company also saw a no change in profitability, with a 0% increase in profit. The company's net worth witnessed no change by increase of 0%.

Wise Portfolio Management revenue growth over time
Wise Portfolio Management profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023) YOY Growth
(FY 2022) (FY 2021) (FY 2020) (FY 2019)
Total Revenue
********
*******
*******
*******
*******
*******
Revenue from Operations
*******
*******
*******
*******
*******
*******
Total Assets
*******
*******
*******
*******
*******
*******
Profit or Loss
*******
*******
*******
*******
*******
*******
Net Worth
*******
*******
*******
*******
*******
*******
EBITDA
*******
*******
*******
*******
*******
*******

Discover detailed financial data and - Unlock financial today!

What is the Ownership and Shareholding Structure of Wise Portfolio Management?

In 2017, Wise Portfolio Management had a promoter holding of 31.01% and a public holding of 68.99%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Pattern (FY 2024)
shareholding
  • Promoters: 92.83%
  • Public: 4.10%
  • Others: 3.07%
Shareholding Pattern over the Year
FY (2024) FY (2023) FY (2022) FY (2021) FY (2020)
Promoters 92.83 94.62 94.55 94.55 94.55
Public 4.10 3.89 3.95 3.96 3.98
Others 3.07 1.49 1.50 1.49 1.47

Reveal ownership structures and financial performance - Get instant access now!

How Many Employees Work at Wise Portfolio Management?

Unlock and access historical data on people associated with Wise Portfolio Management, such as employment history, contributions to the Employees' Provident Fund Organization (EPFO), and related information.

Employee Date Number of Employees
2020 78,000
2021 80,500
2022 83,200
2023 86,000
2024 89,500
2025 92,000
Deals i
Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Wise Portfolio Management, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Wise Portfolio Management's trajectory.

Rating
Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts
Alert Indicator

Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

Explore deal ratings and alerts - Get instant access now!

Latest Updates, News, and FAQs on Wise Portfolio Management
Recent Activity within the Organization
  • Annual General Meeting

    The activity Wise Portfolio Management Private Limited last Annual general meeting of members was held on 31 Aug 2023 as per latest MCA records. was completed.

  • Director Appointment

    The activity Shruti Vinod Gandhi was appointed as a Director was appointed as a Director on 01 Aug 2023 & has been associated with this company since 2 years 6 months . was completed.

  • Balance Sheet

    Progress on Wise Portfolio Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2023 with Roc Mumbai. was documented.

  • Director Appointment

    Progress on Ravindrakumar Bhushan Prasad was appointed as a Director was appointed as a Director on 03 May 2019 & has been associated with this company since 6 years 9 months . was documented.

  • Director Appointment

    The activity Shailendra Harish Gupta was appointed as a Director was appointed as a Director on 03 May 2019 & has been associated with this company since 6 years 9 months . was completed.

  • Director Appointment

    Progress on Kanhaiya Badrinarayan Chandak was appointed as a Director was appointed as a Director on 05 Aug 2008 & has been associated with this company since 17 years 6 months . was documented.

Explore recent activity and updates - View Recent Activity

Frequently Asked Questions
What is the CIN of Wise Portfolio Management Private Limited?

The CIN of Wise Portfolio Management Private Limited is U74140MH2008PTC185480.

Where is Wise Portfolio Management Private Limited headquartered?

Wise Portfolio Management Private Limited is headquartered at 205, Indira Archade, Residency Road Above D. Krishna Saree Centre, Sadar, Nagpur, Maharashtra, 440001.

When was Wise Portfolio Management Private Limited incorporated?

Wise Portfolio Management Private Limited was incorporated on 05 August 2008.

Who are the current directors of Wise Portfolio Management Private Limited?

The current directors of Wise Portfolio Management Private Limited are

What is the primary industry of Wise Portfolio Management Private Limited?

The primary industry of Wise Portfolio Management Private Limited is Financial And Insurance Service.

Is Wise Portfolio Management Private Limited a listed company?

Wise Portfolio Management Private Limited is unlisted.

What is the capital structure of Wise Portfolio Management Private Limited?

The authorized capital of Wise Portfolio Management Private Limited is ₹1.00 M, and the paid-up capital is ₹0.32 M.

What is the compliance status of Wise Portfolio Management Private Limited?

The compliance status of Wise Portfolio Management Private Limited is Compliant.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available