Yamuna Portfolio Private Limited

Yamuna Portfolio Private Limited - financial services in New Delhi, Delhi, India. FY 2026 financials & compliance.
CIN U65990DL2011PTC214084 Incorporated 14 February 2011 ROC Delhi HQ New Delhi, Delhi, India
Active Private Limited Company financial services
Data last updated
Authorised capital
₹2 Cr
Registered with MCA
Paid-up capital
₹91.5 Lakh
Issued & subscribed
Company age
15 yrs
Est. 2011
Directors on board
2
As per MCA filings
Last financials
Mar 2025
Balance sheet date
Last AGM
30 Sep 2025
Annual general meeting
Company status
Active
MCA master data
Registrar
Delhi
ROC office

About Yamuna Portfolio Private Limited

Data last updated:

Yamuna Portfolio Private Limited is a private limited company based in New Delhi, Delhi, India. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 14 February 2011 and has been in existence for over 15 years.

The company is registered with the Registrar of Companies (ROC), Delhi, under CIN U65990DL2011PTC214084.

The company has an authorised share capital of ₹2 Cr and a paid-up capital of ₹91.5 Lakh. It is led by directors Bhupeen Chandra Dwivedi and Sudip Kumar Dwivedi.

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 Dsm – 648 6th Floor DLF Towers Shivaji Marg Najafgarh Road Moti Nagar, New Delhi, Delhi, India – 110015.

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

Company details

CIN U65990DL2011PTC214084
Registration Number 214084
Incorporation Date 14 February 2011
ROC Delhi
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
Compliance Status Active Compliant

Contact details

Yamuna Portfolio Private Limited's registered office is in New Delhi, Delhi. Its e-mail address is in the company report.

  • Email
  • Registered Address
    Dsm – 648 6th Floor DLF Towers Shivaji Marg Najafgarh Road Moti Nagar, New Delhi, Delhi, India – 110015
  • Industry
    Financial Services, Portfolio Management Services, Financial Product Distributors

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

Comprehensive company report
Yamuna Portfolio Private Limited - one report that includes everything
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  • 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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Financials of Yamuna Portfolio Private Limited

FY 2025 filings available

Financial Statement Summary

MetricsFY 2021-22FY 2020-21FY 2019-20FY 2018-19FY 2017-18
Profit and Loss Statement
Revenue from Operations
Other Income
Total Revenue
Cost of Materials Consumed
Employee Benefit Expense
Finance Costs
Depreciation and Amortisation
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Profit Before Tax
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Net Profit (PAT)
Balance Sheet
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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 2021-22FY 2020-21FY 2019-20FY 2018-19FY 2017-18
Profitability
EBITDA Margin
Net Profit Margin
Return on Equity (ROE)
Return on Capital Employed (ROCE)
Return on Assets (ROA)
Liquidity and Debt
Current Ratio
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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 Yamuna Portfolio Private Limited, buy the company report.

Board of directors of Yamuna Portfolio Private Limited

Yamuna Portfolio has 2 current directors and 10 former directors. Current directors are listed first, with their designation and appointment date.

Current Directors
NameDesignationAppointment DateTenureStatus
Bhupeen Chandra DwivediDirector09 Mar 20206 Years 8 MonthsCurrent
Sudip Kumar DwivediDirector11 Dec 20232 Years 10 MonthsCurrent

Auditor

Yamuna Portfolio Private Limited is audited by A V K & ASSOCIATES for the financial year 2022.

Auditor firmFinancial yearFirm registration number
A V K & ASSOCIATESFY 2022002638N

Shareholding

The shareholding of Yamuna Portfolio Private Limited is on record for 5 financial years, the latest being FY 2022, split between promoters, domestic institutions, public shareholders and others.

Shareholder categoryFY 2022FY 2021FY 2020FY 2019FY 2018
Promoters
Domestic institutional investors (DII)
Public
Others

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

MSME payment delays

No delayed payments to MSME suppliers are on our record for Yamuna Portfolio 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 Yamuna Portfolio Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.

Recent activity

Yamuna Portfolio Private Limited has 12 board changes on record since 2011: 2 appointments and 10 cessations. The latest: Sudip Kumar Dwivedi ceased to be Additional Director on 29 Sep 2024.

AGM
Yamuna Portfolio Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
Yamuna Portfolio Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Delhi Ii.
Ceased
Sudip Kumar Dwivedi ceased to be Additional Director.
Appointed
Sudip Kumar Dwivedi was appointed as Director.
Ceased
Bhupeen Chandra Dwivedi ceased to be Additional Director.
Appointed
Bhupeen Chandra Dwivedi was appointed as Director.
Ceased
Vinod Kumar Sharma ceased to be Additional Director.
Ceased
Rajeev Jain ceased to be Director.
Ceased
Sulabh Kaushal ceased to be Director.
Ceased
Azad Kumar Bhura ceased to be Director.
Ceased
Rajiv Kumar ceased to be Additional Director.
Ceased
Sunil Malhotra ceased to be Director.

3 earlier events are in the company report.

Frequently asked questions

Yamuna Portfolio is an active private limited company based in New Delhi, Delhi, India. The company works in portfolio management services, within the financial services industry. It was incorporated on 14 February 2011 (15+ years old) and is registered under CIN U65990DL2011PTC214084.

Yamuna Portfolio has 2 current directors:

The latest financial statements of Yamuna Portfolio 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 2015 are in the company report.

The CIN (Corporate Identification Number) of Yamuna Portfolio is U65990DL2011PTC214084. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Yamuna Portfolio was incorporated on 14 February 2011, making it 15+ years old. It is registered with the Registrar of Companies, Delhi.

Sudip Kumar Dwivedi ceased to be Additional Director on 29 Sep 2024. Sudip Kumar Dwivedi was appointed as Director on 11 Dec 2023. Bhupeen Chandra Dwivedi ceased to be Additional Director on 31 Dec 2020. Yamuna Portfolio has 12 board changes on record in total.

The registered office of Yamuna Portfolio is at Dsm – 648 6th Floor DLF Towers Shivaji Marg Najafgarh Road Moti Nagar, New Delhi, Delhi, India – 110015.

Yamuna Portfolio operates in the financial services industry, in the portfolio management services segment.

The compliance status of Yamuna Portfolio is compliant as of 25 July 2026. The company is actively filing with the Registrar of Companies.

Yamuna Portfolio can be reached at its registered office: Dsm – 648 6th Floor DLF Towers Shivaji Marg Najafgarh Road Moti Nagar, New Delhi, Delhi, India – 110015.