Wizard Portfolio & Advisory Private Limited - Company Profile

It is a financial services private limited company based in Ghaziabad, Uttar Pradesh, India, established in 2017.
2017 Ghaziabad, Uttar Pradesh, India Active
Last Updated:
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About Wizard Portfolio & Advisory Private Limited

Wizard Portfolio & Advisory Private Limited, a active private limited company, was established on 01 August 2017 in Ghaziabad, Uttar Pradesh, India. Engaging in brokerage & trading services within the financial and insurance service sector, it holds CIN: U74999UP2017PTC095553. Registered under ROC Roc Kanpur. it is unlisted. It has an authorized capital of ₹0.10 M and a paid-up capital of ₹0.10 M.

It upholds a compliant status. Its leadership includes Pankaj Jain (Director), Jai Prakash Jain (Director), Ajay Jain (Director). Its latest AGM occurred on 30 September 2024, with the balance sheet filed on 31 March 2024. It is based at B-115, Second Floor, Parsvnath Paradise, Mohan Nagar,, Ghaziabad, Uttar Pradesh, 201007.

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

    +91-XXXXXXXXXX

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

Company Details

  • CIN/LLPIN

    U74999UP2017PTC095553

  • Registration Number

    095553

  • Incorporation Date

    01 August 2017

  • Authorized Capital

    ₹0.10 M

  • Paid-Up Capital

    ₹0.10 M

  • ROC Code

    Roc Kanpur

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 0.10 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 8 Year, 6 Months
  • Last Filing with ROC 31 Mar 2024
  • Revenue Growth **** -84.94%
  • Profit Growth **** 74.24%
  • Ebitda **** 24.81%
  • Net Worth 10.11%
  • Total Assets -8.69%
Company report

Wizard Portfolio & Advisory Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

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

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Who are the key members and board of directors at Wizard Portfolio & Advisory Private Limited?
Current Directors
Name Designation Appointment Date Status
Pankaj Jain Director 30 Nov 2022 Current
Jai Prakash Jain Director 01 Aug 2017 Current
Ajay Jain Director 01 Aug 2017 Current

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Financial Performance of Wizard Portfolio & Advisory.

Wizard Portfolio & Advisory Private Limited, for the financial year ended 2023, experienced significant reduction in revenue, with a 84.94% decrease. The company also saw a substantial improvement in profitability, with a 74.24% increase in profit. The company's net worth Soared by an impressive increase of 10.11%.

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

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
  • 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
********
 -84.94%
*******
*******
*******
*******
Revenue from Operations
*******
 -84.94%
*******
*******
*******
*******
Total Assets
*******
 -8.69%
*******
*******
*******
*******
Profit or Loss
*******
 74.24%
*******
*******
*******
*******
Net Worth
*******
 10.11%
*******
*******
*******
*******
EBITDA
*******
 24.81%
*******
*******
*******
*******

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What is the Ownership and Shareholding Structure of Wizard Portfolio & Advisory?

Unlock access to Wizard Portfolio & Advisory's control and ownership data, Corporate Shareholding Patterns, Funding (security allotment) details, Foreign Institutional Investor information, Directors and Key Management Personnel (KMP) Remuneration, Group Structure, Overseas Direct Investment and other pertinent data.

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

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How Many Employees Work at Wizard Portfolio & Advisory?

Unlock and access historical data on people associated with Wizard Portfolio & Advisory, 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 Wizard Portfolio & Advisory, 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 Wizard Portfolio & Advisory's trajectory.

Rating
Graph displaying rating trends over time

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Alerts
Alert Indicator

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Latest Updates, News, and FAQs on Wizard Portfolio & Advisory
Recent Activity within the Organization
  • Annual General Meeting

    Wizard Portfolio & Advisory Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records. was recorded as a recent event.

  • Balance Sheet

    Wizard Portfolio & Advisory Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Kanpur. was recorded as a recent event.

  • Director Appointment

    The activity Pankaj Jain was appointed as a Director was appointed as a Director on 30 Nov 2022 & has been associated with this company since 3 years 2 months . was completed.

  • Director Appointment

    Progress on Jai Prakash Jain was appointed as a Director was appointed as a Director on 01 Aug 2017 & has been associated with this company since 8 years 6 months . was documented.

  • Director Appointment

    Progress on Ajay Jain was appointed as a Director was appointed as a Director on 01 Aug 2017 & has been associated with this company since 8 years 6 months . was documented.

  • Company Incorporation

    The activity Wizard Portfolio & Advisory Private Limited was registered on 01 Aug 2017 with Roc Kanpur & aged 8 years 6 months as per MCA records. was completed.

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Frequently Asked Questions
What is the CIN of Wizard Portfolio & Advisory Private Limited?

The CIN of Wizard Portfolio & Advisory Private Limited is U74999UP2017PTC095553.

Where is Wizard Portfolio & Advisory Private Limited headquartered?

Wizard Portfolio & Advisory Private Limited is headquartered at B-115, Second Floor, Parsvnath Paradise, Mohan Nagar,, Ghaziabad, Uttar Pradesh, 201007.

When was Wizard Portfolio & Advisory Private Limited incorporated?

Wizard Portfolio & Advisory Private Limited was incorporated on 01 August 2017.

Who are the current directors of Wizard Portfolio & Advisory Private Limited?

The current directors of Wizard Portfolio & Advisory Private Limited are

What is the primary industry of Wizard Portfolio & Advisory Private Limited?

The primary industry of Wizard Portfolio & Advisory Private Limited is Financial And Insurance Service.

Is Wizard Portfolio & Advisory Private Limited a listed company?

Wizard Portfolio & Advisory Private Limited is unlisted.

What is the capital structure of Wizard Portfolio & Advisory Private Limited?

The authorized capital of Wizard Portfolio & Advisory Private Limited is ₹0.10 M, and the paid-up capital is ₹0.10 M.

What is the compliance status of Wizard Portfolio & Advisory Private Limited?

The compliance status of Wizard Portfolio & Advisory Private Limited is Compliant.

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