Wise Portfolio Management Private Limited

Wise Portfolio Management Private Limited - financial services in Nagpur, Maharashtra, India. FY 2026 financials and compliance.
CIN U74140MH2008PTC185480 Incorporated 05 August 2008 ROC Mumbai HQ Nagpur, Maharashtra, India
Active Private Limited Company financial services
Data last updated
Revenue · FY 2023
₹9.08 Lakh
▼ 1.00% YoY
EBITDA · FY 2023
*****
▲ 98.00% YoY
Net profit · FY 2023
*****
▲ 118.00% YoY
Authorised capital
₹10 Lakh
Registered with MCA
Paid-up capital
₹3.22 Lakh
Issued & subscribed
Open charges
None
Secured borrowings
Company age
18 yrs
Est. 2008
Last financials
Mar 2023
Balance sheet date

About Wise Portfolio Management Private Limited

Data last updated: 09 February 2026

Wise Portfolio Management Private Limited is a private limited company based in Nagpur, Maharashtra, India. It specialises in advisory services, a part of the broader financial services sector. Incorporated on 05 August 2008, the company has been in operation for over 18 years.

Registered with ROC Mumbai under CIN U74140MH2008PTC185480.

Capital: 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.

Last AGM: 31 August 2023. Financial statements filed for year ended 31 March 2023. Office: 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.

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

Company Details of Wise Portfolio Management Private Limited
CIN U74140MH2008PTC185480
Registration Number 185480
Incorporation Date 05 August 2008
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 31 August 2023
Date of Balance Sheet 31 March 2023
Compliance Status Active Compliant
Key People
Shruti Vinod Gandhi Director Ravindrakumar Bhushan Prasad Director Shailendra Harish Gupta Director
Contact Details
  • Email
    *****@*****.com
  • Telephone
    +91-****-******
  • Website
    **************
  • Social Media
    **************
  • Registered Address
    205 Indira Archade Residency Road Above D. Krishna Saree Centre Sadar, Nagpur, Maharashtra, India – 440001
  • Industry
    Financial Services, Advisory, Consultancy, Financial Brokerage
Company report
Wise Portfolio Management Private Limited - full intelligence report
  • Historical Financials and ratios
  • Shareholding pattern and group structure
  • Charges with holder and property details
  • Litigation, compliance and MCA filings
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Financials, compliance, directors, charges, ownership and filings for Wise Portfolio Management Private Limited in one report.

10-year financials Directors & ownership Charges & compliance

Business Activity of Wise Portfolio Management Private Limited

Wise Portfolio Management Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including other financial activities.

Main Activity Group Code Description of Main Activity Business Activity Code Description of Business Activity Turnover Percentage
K Financial and insurance Service K8 Other financial activities *********

Auditor Details of Wise Portfolio Management Private Limited

Wise Portfolio Management Private Limited is audited by VINODGANDHI&ASSOCIATES for the financial year 2017. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.

Name Status Appointment Date Cessation Date
VINODGANDHI&ASSOCIATES blur-value blur-value blur-value

Board of Directors of Wise Portfolio Management Private Limited

Wise Portfolio Management Private Limited is currently managed by 4 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.

Current Directors
Name Designation Appointment Date Tenure Status
Shruti Vinod Gandhi
Also directs: Skybridge Infrastructure Private Limited, Skybridge Landscape & Infradevelopes Llp, Starworks Pipe And Fittings Llp
Director 01 Aug 2023 2 Years 11 Months Current
Ravindrakumar Bhushan Prasad
Also directs: Skybridge Infrastructure Private Limited, Skybridge Landscape & Infradevelopes Llp, Landmark Warehousing And Bulk Operators Private Limited
Director 03 May 2019 7 Years 2 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 2 Months Current
Kanhaiya Badrinarayan Chandak
Also directs: Skybridge Infrastructure Private Limited
Director 05 Aug 2008 17 Years 11 Months Current
View all directors

Financials of Wise Portfolio Management Private Limited FY 2023 filings available

Wise Portfolio Management Private Limited reported revenue of ₹9.08 Lakh (down 1% YoY) for FY 2023. Profit growth despite declining revenue indicates effective cost management and margin discipline.

Revenue
₹9.08 Lakh ▼ -1%
Profit
***** ▲ 118%
EBITDA
***** ▲ 98%
Metrics
*****
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Revenue
Revenue from Operations
*****
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Revenue Growth %
*****
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Other Income
*****
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Total Revenue
*****
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Expenses
Total Expenses
*****
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Raw Material Cost
*****
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Change in Inventory FG
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Change in Inventory WIP
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Purchase of Traded Goods
*****
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Employee Cost
*****
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Managerial Remuneration
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Audit Fees
*****
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Insurance
*****
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Power & Fuel
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Interest
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Depreciation
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Other Expenses
*****
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Profitability
EBITDA (Operating Profit)
*****
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Operating Margin %
*****
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Exceptional Items
*****
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Extraordinary Items
*****
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Profit Before Exceptional & Extraordinary Items
*****
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Profit Before Tax
*****
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Tax & Net Profit
Tax Expense
*****
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Current Tax
*****
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Deferred Tax
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Profit from Discontinued Operations
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Tax on Discontinued Operations
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Profit
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Net Margin %
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Metrics
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Shareholders' Funds
Total Shareholders' Funds
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Equity Capital
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Reserves & Surplus
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Money Against Warrants
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Other Equity
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Non-Current Liabilities
Total Non-Current Liabilities
*****
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Long-Term Borrowings
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Deferred Tax Liabilities
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Other Non-Current Liabilities
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Long-Term Provisions
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Current Liabilities
Total Current Liabilities
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Short-Term Borrowings
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Trade Payables
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Other Current Liabilities
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Short-Term Provisions
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Total Equity & Liabilities
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Non-Current Assets
Non-Current Assets
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Tangible Assets
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Intangible Assets
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Capital WIP
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Intangibles Under Dev
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Investments
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Deferred Tax Assets
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LT Loans & Advances
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Other Non-Current Assets
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Current Assets
Current Assets
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Current Investments
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Inventories
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Trade Receivables
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Cash & Bank Balance
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ST Loans & Advances
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Other Current Assets
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Total Assets
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Metrics
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Cash from Operating Activities (CFO)
Profit Before Tax
*****
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Non-Cash Adjustments
*****
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+ Interest Expense
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+ Depreciation
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+/- Unrealized Forex
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- Dividend Income
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- Interest Income
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+/- Other Non-Cash Items
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Changes in Working Capital
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+/- Inventory
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+/- Debtors
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+/- Creditors
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Reconciliation Adjustments
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Cash Generated from Operations
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Income Taxes Paid
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Net CFO (Cash from Operations)
*****
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Cash from Investing Activities (CFI)
Acquisitions & Disposals
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Disposal of Subsidiaries
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Acquisition of Subsidiaries
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Capex
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Purchase of Fixed Assets
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Sale of Fixed Assets
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Other Investing Cash Flows
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Net CFI (Cash from Investing)
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Cash from Financing Activities (CFF)
Equity Issuance
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Debt Raised
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Debt Repaid
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Dividends Paid
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Interest Paid
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Net CFF (Cash from Financing)
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Net Cash Position
Net Change in Cash (Pre-Forex)
*****
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Closing Cash & Equivalents
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Metrics
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Liquidity
Current Ratio
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Quick Ratio
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Cash Ratio
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Efficiency
Inventory Days
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Debtor Days
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Creditor Days
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Cash Conversion Cycle
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Asset Turnover
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Profitability
Net Profit Margin %
*****
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Operating Margin %
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ROE %
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ROCE %
*****
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Net Worth Margin %
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Growth
Revenue Growth %
*****
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Leverage
Equity Multiplier
*****
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Debt / EBITDA
*****
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Solvency
D/E Ratio
*****
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ICR
*****
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*****

Consolidated Statements

Income Statement, Balance Sheet, Cash Flow & Ratios available in the full report.

Unlock Complete Financial History (FY 2015 – Latest)
Standalone & Consolidated - Income Statement, Balance Sheet, Cash Flow, Financial Ratios and Growth Trends with 10+ years of line-item data.
10+ years of data Line-item breakdown Balance Sheet detail Cash Flow analysis 20+ ratios & metrics Downloadable PDF

Shareholding Pattern of Wise Portfolio Management Private Limited

As of FY 2017, Wise Portfolio Management Private Limited's shareholding pattern shows 31.01% by promoters, 68.99% by public shareholders. Public shareholders hold the majority stake, reflecting broad public ownership.

2025
YEAR
38.19% Promoters
25.22% DII (Domestic Institutional)
10.28% FII (Foreign Institutional)
25.89% Public
2.42% Others
Shareholding Trend
Year 2025
Promoters 33.19%
DII 23.22%
FII 18.28%
Public 22.89%
Others 2.42%

Charges & Borrowings Wise Portfolio Management Private Limited

Wise Portfolio Management Private Limited does not have any charges (loans) registered with the Registrar of Companies.

Employees and EPFO Compliance at Wise Portfolio Management Private Limited

View historical data on people associated with Wise Portfolio Management Private Limited, including employment history and EPFO contributions.

2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026

Employee Count & EPFO Data of Wise Portfolio Management Private Limited

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Monthly employee headcount & PF contributions
EPFO establishment details & ECR filing status
Year-wise workforce analytics & attrition trends
PF exemption, coverage & compliance verification

GST Compliance of Wise Portfolio Management Private Limited

XX%
Compliant
GSTR-1
GSTR-3B
GSTR-9
MH
KA
UP
TN
TS

GSTIN & GST Filing Data of Wise Portfolio Management Private Limited

Access GSTIN registrations, state-wise filing compliance, HSN/SAC codes, and detailed goods & services data.

GSTIN registrations & state-wise presence
Filing compliance - GSTR-1, GSTR-3B, GSTR-9
HSN/SAC codes with goods & services details
Taxpayer type, jurisdiction & business constitution

Credit Ratings, Litigation & Regulatory Alerts for Wise Portfolio Management Private Limited

Credit rating
AAA
AA+
AA
AA-
! !
2015 2017 2019 2021 2023
Litigation
District Court 35
High Court 45
Supreme Court 0
NCLT / NCLAT 0
Pending
Disposed
Regulatory alerts
GSTIN Cancelled
Andhra Pradesh
GSTIN Cancelled
Telangana (on application)
EPFO Delay
12 months delay - Haryana
Violations via Directors
20 MCA + 19 Bank defaults

Credit Ratings, Legal Cases & Regulatory Alerts of Wise Portfolio Management Private Limited

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Credit rating history across CARE, ICRA, Brickwork & India Ratings
Instrument-wise ratings, outlook & action timeline
Court-wise litigation (District, High Court, Supreme Court, NCLT)
Group company & common directorship litigation
Statutory compliance alerts (GSTIN, EPFO, ROC)
Director & company violations (MCA, SEBI, Banks, BSE/NSE)

MSME Payment Delays by Wise Portfolio Management Private Limited

MSME Payment Delays by Wise Portfolio Management Private Limited

Track payments outstanding to micro and small enterprise vendors, as disclosed in half-yearly MSME-1 returns filed with the MCA.

Amounts outstanding to MSME suppliers
Delay periods & reasons for delayed payments
Half-yearly MSME-1 filing history
Vendor-payment behaviour as a counterparty risk signal

Subsidiaries & Group Companies of Wise Portfolio Management Private Limited

Subsidiaries & Group Companies of Wise Portfolio Management Private Limited

See the full corporate group - holding company, subsidiaries, associates and joint ventures of Wise Portfolio Management Private Limited with ownership details.

Holding & parent company details
Subsidiaries & step-down subsidiaries with % holding
Associates & joint ventures with partner details
Investments in other entities year-on-year

MCA Filings & Documents of Wise Portfolio Management Private Limited

MCA Filings & Documents of Wise Portfolio Management Private Limited

Download official documents filed with the Ministry of Corporate Affairs - from incorporation papers to the latest annual filings.

Incorporation documents, MoA & AoA
Annual returns (MGT-7) & financial statements (AOC-4)
Charge filings (CHG-1, CHG-4) & resolutions
Complete document index with filing dates

Recent Activity on Wise Portfolio Management Private Limited

Activity
31 Aug 2023
Wise Portfolio Management Private Limited last Annual general meeting of members was held on 31 Aug 2023 as per latest MCA records.
Directors
01 Aug 2023
Shruti Vinod Gandhi was appointed as a Director on 01 Aug 2023 & has been associated with this company since 2 years 11 months.
Activity
31 Mar 2023
Wise Portfolio Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2023 with Roc Mumbai.
Directors
03 May 2019
Ravindrakumar Bhushan Prasad was appointed as a Director on 03 May 2019 & has been associated with this company since 7 years 2 months.
Directors
03 May 2019
Shailendra Harish Gupta was appointed as a Director on 03 May 2019 & has been associated with this company since 7 years 2 months.
Directors
05 Aug 2008
Kanhaiya Badrinarayan Chandak was appointed as a Director on 05 Aug 2008 & has been associated with this company since 17 years 11 months.

Frequently Asked Questions about Wise Portfolio Management Private Limited

Wise Portfolio Management Private Limited is an active private limited company in the financial services sector based in Nagpur, Maharashtra, India. It was incorporated on 05 August 2008 (18+ years old) and is registered under CIN U74140MH2008PTC185480.

Wise Portfolio Management Private Limited reported revenue of ₹9.08 Lakh for FY 2023 (down 1.00% YoY).

The current directors of Wise Portfolio Management Private Limited are:

The primary industry of Wise Portfolio Management Private Limited is financial services. The company specifically operates in advisory. The company is currently active in this sector.

Wise Portfolio Management Private Limited can be reached at the registered office: 205 Indira Archade Residency Road Above D. Krishna Saree Centre Sadar, Nagpur, Maharashtra, India – 440001.

The authorised capital is ₹10 Lakh, and the paid-up capital is ₹3.22 Lakh.

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Financials, directors, compliance, charges and shareholding - sourced from MCA, SEBI and RBI filings.

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