Burgeon Wealth Advisors Private Limited

Provides financial advisory, brokerage, and consultancy services including wealth and retirement planning, lending, and risk management.

2009 | Delhi (India) | Active
Last Updated: December 11, 2024

Burgeon Wealth Advisors Profile

Key Indicators

  • Authorised Capital ₹ 1.00 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 15 Year, 5 Months
  • Last Filing with ROC 31 Mar 2022
  • Revenue Growth 60.79%
  • Profit Growth 5.41%
  • Ebitda -30.66%
  • Net Worth -15.10%
  • Total Assets -23.01%

About Burgeon Wealth Advisors

Burgeon Wealth Advisors Private Limited (BWAPL) is a Private Limited Indian Non-Government Company incorporated in India on 17 August 2009 and has a history of 15 years and five months. Its registered office is in Delhi, India.

The Company is engaged in the Financial Services Industry.

The Company's status is Active, and it has filed its Annual Returns and Financial Statements up until 31 March 2022. It's a company limited by shares with an authorized capital of Rs 1.00 M and a paid-up capital of Rs 0.10 M, as per Ministry of Corporate Affairs (MCA) records.

Rakhi Banerjee and Dev Banerjee serve as directors at the Company.

Company Details

Corporate Identity Details

  • CIN/LLPIN

    U65900DL2009PTC193243

  • Company No.

    193243

  • Company Classification

    Private Limited Indian Non-Government Company

  • Incorporation Date

    17 Aug 2009

  • Date of AGM

    30 Sep 2022

  • Date of Balance Sheet

    31 Mar 2022

  • Listing Status

    Unlisted

  • ROC Code

    Roc Delhi

Industry

Financial Services

What products or services does Burgeon Wealth Advisors Private Limited offer?

Burgeon Wealth Advisors Private Limited offers a wide range of products and services, including Investment Service, Mutual Fund Consultants, Risk Management Services, Banks and Banking Services, Banking Service, Financial Service, Private Equity Services, Investment Banks, Finance Consultant.

Who are the key members and board of directors at Burgeon Wealth Advisors?

Board Members (2)

Name Designation Appointment Date Status
Rakhi Banerjee Country flag representing In Director 25-Apr-2017 Current
Dev Banerjee Country flag representing In Director 23-Jan-2021 Current

Financial Performance of Burgeon Wealth Advisors.

Burgeon Wealth Advisors Private Limited, for the financial year ended 2017, experienced significant growth in revenue, with a 60.79% increase. The company also saw a slight improvement in profitability, with a 5.41% increase in profit. The company's net worth observed a substantial decline by a decrease of 15.1%.

Graph illustrating revenue growth over time
Graph showing profit and loss trends over time
  • 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
60.79%
Revenue from Operations
60.79%
Total Assets
-23.01%
Profit or Loss
5.41%
Net Worth
-15.10%
EBITDA
-30.66%

What is the Ownership and Shareholding Structure of Burgeon Wealth Advisors?

In 2017, Burgeon Wealth Advisors had a promoter holding of 100.00%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Indicator graph

Charges (Loans)

Placeholder for charges-related data

There are no open charges registered against the company as per our records.

How Many Employees Work at Burgeon Wealth Advisors?

Unlock and access historical data on people associated with Burgeon Wealth Advisors, such as employment history, contributions to the Employees' Provident Fund Organization (EPFO), and related information.

Graph showing employee growth trends

Deals i

Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Burgeon Wealth Advisors, 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 Burgeon Wealth Advisors's trajectory.

Rating

Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts

Alert Indicator

Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

Latest Updates, News, and FAQs on Burgeon Wealth Advisors

Recent activity within the organization

  • Annual General Meeting

    Burgeon Wealth Advisors Private Limited last Annual general meeting of members was held on 30 Sep 2022 as per latest MCA records.

    30 Sep 2022

  • Balance Sheet

    Burgeon Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2022 with Roc Delhi.

    31 Mar 2022

  • Director Appointment

    Dev Brat Banerjee was appointed as a Director was appointed as a Director on 23 Jan 2021 & has been associated with this company since 4 years 11 days .

    23 Jan 2021

  • Director Appointment

    Rakhi Banerjee was appointed as a Director was appointed as a Director on 25 Apr 2017 & has been associated with this company since 7 years 9 months .

    25 Apr 2017

  • Company Incorporation

    Burgeon Wealth Advisors Private Limited was registered on 17 Aug 2009 with Roc Delhi & aged 15 years 5 months as per MCA records.

    17 Aug 2009

Frequently asked questions

  • Burgeon Wealth Advisors Private Limited was incorporated on 17 Aug 2009.

  • The authorized share capital of Burgeon Wealth Advisors Private Limited is ₹ 1.00 M and paid-up capital is ₹ 0.10 M.

  • Currently 2 directors are associated with Burgeon Wealth Advisors Private Limited.

    • Rakhi Banerjee
    • Dev Brat Banerjee
  • As per Ministry of Corporate Affairs (Mca), the registered address of Burgeon Wealth Advisors Private Limited is 337-C Pkt-2, Mayur Vihar Phase-1 India, Delhi, 110091.

  • The corporate identification number (CIN) of Burgeon Wealth Advisors Private Limited is U65900DL2009PTC193243 and the company number is 193243 as per Ministry of Corporate Affairs (MCA).

  • The Official website of Burgeon Wealth Advisors Private Limited is https://www.burgeonwealthadvisors.com

  • According to the financial reports for the fiscal year 2017, the revenue trend for Burgeon Wealth Advisors Private Limited has risen by 60.79%.

  • The financial reports for the fiscal year 2017 indicates that The net worth of Burgeon Wealth Advisors Private Limited has experienced an downturn of -15.10%.

  • The most recent Balance Sheet for Burgeon Wealth Advisors Private Limited was filed with the ROC on 31 Mar 2022.

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