Wiseinvest Private Limited - financial services in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
CIN U74140MH2003PTC142921 Incorporated 29 October 2003 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Private Limited Company financial services
Data last updated
Revenue · FY 2026
₹14.96 Cr
▼ 9% YoY
Net profit · FY 2026
₹2.46 Cr
Net margin 16.4%
EBITDA · FY 2026
₹3.37 Cr
EBITDA margin 22.5%
Authorised capital
₹50 Lakh
Registered with MCA
Paid-up capital
₹9.08 Lakh
Issued & subscribed
Open charges
₹42.79 Lakh
Secured borrowings
Company age
23 yrs
Est. 2003
Employees · EPFO
36
Provident fund records

About Wiseinvest Private Limited

Data last updated:

Wiseinvest Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 29 October 2003 and has been in existence for over 23 years.

The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74140MH2003PTC142921. Its GSTIN is 27AAACW5366L1ZU (Maharashtra).

The company has an authorised share capital of ₹50 Lakh and a paid-up capital of ₹9.08 Lakh. It was formerly known as Wiseinvest Advisors Private Limited. It is led by directors Shantasree Rustagi and Hemant Kumar Rustagi.

Its last annual general meeting (AGM) was held on 07 July 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Mumbai, Maharashtra.

As per the financials filed for FY 2026, the company reported a revenue of ₹14.96 Cr, a decline of 9% compared to the previous year. For the same year it recorded a net profit of ₹2.46 Cr (net margin 16.4%) and EBITDA of ₹3.37 Cr (EBITDA margin 22.5%). Revenue has grown at a compounded annual rate (CAGR) of 20% over three years and 19% over five years.

The company has about 36 employees on its provident fund (EPFO) records.

The company is associated with 1 brand: Wise Investment. As per MCA filings, the company has open charges of ₹42.79 Lakh on record. Court records list 2 cases involving the company, including 2 filed by the company; 2 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 wiseinvestadvisors.com.

Company details

CIN U74140MH2003PTC142921
Registration Number 142921
Incorporation Date 29 October 2003
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 07 July 2025
Date of Balance Sheet 31 March 2025
Compliance Status Active Compliant

Contact details

Wiseinvest Private Limited's registered office is in Mumbai, Maharashtra. Its website is wiseinvestadvisors.com. Its e-mail address and telephone number are in the company report.

  • Email
  • Telephone
  • Registered Address
    Unit No. 602 6th Floor Sri Krishna Complex Opp. Laxmi Ind. Estate New Link Road Andher, I (West), Mumbai, Maharashtra, India – 400053
  • Industry
    Financial Services, Diversified Financial Services

To see the full contact details of Wiseinvest Private Limited, buy the company report.

Comprehensive company report
Wiseinvest Private Limited - one report that includes everything
  • 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
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Brands

Wiseinvest operates one associated brand: Wise Investment. Each brand links to its own profile.

BrandDescriptionWebsite
Provides mutual fund distribution, SIP services, and investment advisory for clients.wiseinvest.co.in

Business activity

The main business activity of Wiseinvest is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.

Main activity group codeMain activityBusiness activity codeBusiness activityShare of turnover
KFinancial and insurance ServiceK7Financial Advisory, brokerage and Consultancy Services

To see the full business activity and turnover split of Wiseinvest Private Limited, buy the company report.

Financials of Wiseinvest Private Limited

FY 2025 filings available

Wiseinvest Private Limited reported revenue of ₹14.96 Cr (down 9% YoY) for FY 2026.

Revenue · FY 2026
₹14.96 Cr ▼ 9%
Net profit · FY 2026
₹2.46 Cr margin 16.4%
EBITDA · FY 2026
₹3.37 Cr margin 22.5%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▼ 9%
3 years · compounded
▲ 20%
5 years · compounded
▲ 19%
EBITDA CAGR growth
1 year
▼ 48%
3 years · compounded
▲ 30%
5 years · compounded
▲ 15%

Revenue fell 9% in the latest year, but over five years it has grown at a compounded annual rate (CAGR) of 19%. EBITDA fell 48% 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

MetricsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22
Profit and Loss Statement
Revenue from Operations
Other Income
Total Revenue
Cost of Materials Consumed
Employee Benefit Expense
Finance Costs
Depreciation and Amortisation
Other Expenses
Total Expenses
EBITDA₹3.37 Cr
Profit Before Tax
Tax Expense
Net Profit (PAT)₹2.46 Cr
Balance Sheet
Share Capital
Reserves and Surplus
Net Worth (Total Equity)
Long-term Borrowings
Short-term Borrowings
Trade Payables
Total Liabilities
Fixed Assets
Investments
Inventories
Trade Receivables
Cash and Bank Balance
Total Assets

Financial Ratios

MetricsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22
Profitability
EBITDA Margin22.5%
Net Profit Margin16.4%
Return on Equity (ROE)
Return on Capital Employed (ROCE)
Return on Assets (ROA)
Liquidity and Debt
Current Ratio
Quick Ratio
Debt-to-Equity Ratio
Interest Coverage Ratio
Efficiency and Growth
Asset Turnover
Receivable Days
Payable Days
Inventory Days
Revenue Growth
Net Profit Growth

To see the full financial statements and ratios of Wiseinvest Private Limited, buy the company report.

Board of directors of Wiseinvest Private Limited

Wiseinvest has 2 directors on record. No former directors are listed.

Current Directors
NameDesignationAppointment DateTenureStatus
Shantasree RustagiDirector29 Oct 200322 Years 11 MonthsCurrent
Hemant Kumar RustagiDirector29 Oct 200322 Years 11 MonthsCurrent

Auditor

Wiseinvest Private Limited is audited by DHANRAJ JAIN & ASSOCIATES for the financial year 2021.

Auditor firmFinancial yearFirm registration number
DHANRAJ JAIN & ASSOCIATESFY 2021102453W

Shareholding

The shareholding of Wiseinvest Private Limited is on record for 5 financial years, the latest being FY 2021, split between promoters, domestic institutions, foreign institutions, public shareholders and others.

Shareholder categoryFY 2021FY 2020FY 2019FY 2017FY 2016
Promoters
Domestic institutional investors (DII)
Foreign institutional investors (FII)
Public
Others

To see the full shareholding pattern of Wiseinvest Private Limited, buy the company report.

Charges & borrowings

Open charges
₹42.79 Lakh
Satisfied charges
None
Breakdown by lending institutions
Hdfc Bank Limited₹0.43 Cr
Latest charge details
DateCharge IDLenderAmountStatusModified or satisfied on
17 Dec 2021100519402Hdfc Bank Limited₹42.79 LakhOpen

Total charge records: 1 View all charges

MSME payment delays

No delayed payments to MSME suppliers are on our record for Wiseinvest Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.

Employees & EPFO

Wiseinvest Private Limited has a workforce of 36 employees on its EPFO records as of Apr 06, 2024, across 1 active EPFO establishment.

Employee count
36
Active EPFO establishments
1
Employee growth
-2.7%

GST

Wiseinvest has 1 GST registration: 1 active.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
27AAACW5366L1ZUMaharashtraActive01 Jul 2017

To see the full GST registrations and return filing status of Wiseinvest Private Limited, buy the company report.

Recent activity

Wiseinvest Private Limited has 2 board changes on record since 2003: 2 appointments. The latest: Hemant Kumar Rustagi was appointed as Director on 29 Oct 2003.

AGM
Wiseinvest Private Limited last Annual general meeting of members was held on 07 Jul 2025 as per latest MCA records.
Filing
Wiseinvest Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai.
Charges
A charge with Hdfc Bank Limited amounted to Rs. 42.79 Lakh with Charge ID 100519402 was registered on 17 Dec 2021.
Appointed
Hemant Kumar Rustagi was appointed as Director.
Appointed
Shantasree Rustagi was appointed as Director.
Incorporation
29 Oct 2003
Wiseinvest Private Limited was registered on 29 Oct 2003 with Roc Mumbai & aged 22 years 11 months as per MCA records.

Frequently asked questions

Wiseinvest is an active private limited company based in Mumbai, Maharashtra, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 29 October 2003 (23+ years old) and is registered under CIN U74140MH2003PTC142921.

Wiseinvest has 2 current directors:

The latest financial statements of Wiseinvest on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 07 July 2025. Year-wise statements from 2015 are in the company report.

The GSTIN of Wiseinvest is 27AAACW5366L1ZU, registered in Maharashtra.

The CIN (Corporate Identification Number) of Wiseinvest is U74140MH2003PTC142921. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Wiseinvest has 2 court cases on record: 2 filed by the company. 2 are pending.

Wiseinvest was incorporated on 29 October 2003, making it 23+ years old. It is registered with the Registrar of Companies, Mumbai.

Hemant Kumar Rustagi was appointed as Director on 29 Oct 2003. Shantasree Rustagi was appointed as Director on 29 Oct 2003.

Wiseinvest can be reached through the website wiseinvestadvisors.com. Its registered office is in Mumbai, Maharashtra, India.

The registered office of Wiseinvest is at Unit No. 602 6th Floor Sri Krishna Complex Opp. Laxmi Ind. Estate New Link Road Andher, I West, Mumbai, Maharashtra, India – 400053.