Wizard Portfolio & Advisory Private Limited
About Wizard Portfolio & Advisory Private Limited
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Wizard Portfolio & Advisory Private Limited is a private limited company based in Noida, Uttar Pradesh, India. It operates in the brokerage and trading services segment of the financial services sector. It was incorporated on 01 August 2017 and has been in existence for over 9 years.
The company is registered with the Registrar of Companies (ROC), Uttar Pradesh, under CIN U74999UP2017PTC095553.
The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors including Pankaj Jain and Jai Prakash Jain.
Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at M – 12 Sector 11, Noida, Uttar Pradesh, India – 201301.
As per the financials filed for FY 2024, the company reported a revenue of ₹9.36 Cr, reflecting significant growth compared to the previous year. For the same year it recorded a net profit of ₹1.89 Lakh (net margin 0.2%) and EBITDA of ₹2.8 Lakh (EBITDA margin 0.3%). Revenue has grown at a compounded annual rate (CAGR) of 4% over three years and 5% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Wizard Portfolio & Advisory Private Limited's registered office is in Noida, Uttar Pradesh. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered AddressM – 12 Sector 11, Noida, Uttar Pradesh, India – 201301
- IndustryFinancial Services, Brokerage & Trading Services
To see the full contact details of Wizard Portfolio & Advisory 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 Wizard Portfolio & Advisory 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 Wizard Portfolio & Advisory Private Limited, buy the company report.
Financials of Wizard Portfolio & Advisory Private Limited
FY 2025 filings availableWizard Portfolio & Advisory Private Limited reported revenue of ₹9.36 Cr (up 1268% YoY) for FY 2024.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 5% over five years. EBITDA rose 192% 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 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
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| EBITDA | ₹2.8 Lakh | ||||
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| Net Profit (PAT) | ₹1.89 Lakh | ||||
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Financial Ratios
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
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| EBITDA Margin | 0.3% | ||||
| Net Profit Margin | 0.2% | ||||
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To see the full financial statements and ratios of Wizard Portfolio & Advisory Private Limited, buy the company report.
Board of directors of Wizard Portfolio & Advisory Private Limited
Wizard Portfolio & Advisory has 3 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Pankaj Jain | Director | 30 Nov 2022 | 3 Years 10 Months | Current |
| Jai Prakash Jain | Director | 01 Aug 2017 | 9 Years 2 Months | Current |
| Ajay Jain | Director | 01 Aug 2017 | 9 Years 2 Months | Current |
Auditor
Wizard Portfolio & Advisory Private Limited is audited by MANOJ SANGAL & CO. for the financial year 2023.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| MANOJ SANGAL & CO. | FY 2023 | 010362C |
Shareholding
The shareholding of Wizard Portfolio & Advisory Private Limited is on record for 5 financial years, the latest being FY 2023, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of Wizard Portfolio & Advisory Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Wizard Portfolio & Advisory 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 Wizard Portfolio & Advisory 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 Wizard Portfolio & Advisory Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Wizard Portfolio & Advisory Private Limited has 3 board changes on record since 2017: 3 appointments. The latest: Pankaj Jain was appointed as Director on 30 Nov 2022.
Frequently asked questions
Wizard Portfolio & Advisory is an active private limited company based in Noida, Uttar Pradesh, India. The company works in brokerage and trading services, within the financial services industry. It was incorporated on 01 August 2017 (9+ years old) and is registered under CIN U74999UP2017PTC095553.
Wizard Portfolio & Advisory has 3 current directors:
- Pankaj Jain - Director
- Jai Prakash Jain - Director
- Ajay Jain - Director
The latest financial statements of Wizard Portfolio & Advisory on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from FY 2018 are in the company report.
The CIN (Corporate Identification Number) of Wizard Portfolio & Advisory is U74999UP2017PTC095553. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Wizard Portfolio & Advisory was incorporated on 01 August 2017, making it 9+ years old. It is registered with the Registrar of Companies, Uttar Pradesh.
Pankaj Jain was appointed as Director on 30 Nov 2022. Ajay Jain was appointed as Director on 01 Aug 2017. Jai Prakash Jain was appointed as Director on 01 Aug 2017.
The registered office of Wizard Portfolio & Advisory is at M – 12 Sector 11, Noida, Uttar Pradesh, India – 201301.
Wizard Portfolio & Advisory operates in the financial services industry, in the brokerage and trading services segment.
The compliance status of Wizard Portfolio & Advisory is compliant as of 07 July 2026. The company is actively filing with the Registrar of Companies.
Wizard Portfolio & Advisory can be reached at its registered office: M – 12 Sector 11, Noida, Uttar Pradesh, India – 201301.