Invest365 Portfolio Consultants Private Limited

Provides portfolio management services, including wealth management, tax planning, and retirement planning.

2015 | Bangaluru, Karnataka (India) | Active
Last Updated: December 06, 2024

Invest365 Portfolio Consultants Profile

Key Indicators

  • Authorised Capital ₹ 0.20 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 9 Year, 5 Months
  • Last Filing with ROC 31 Mar 2023
  • Revenue Growth 147.91%
  • Profit Growth 2177.62%
  • Ebitda 150.56%
  • Net Worth 52.73%
  • Total Assets -14.81%

About Invest365 Portfolio Consultants

Invest365 Portfolio Consultants Private Limited (IPCPL) is a Private Limited Indian Non-Government Company incorporated in India on 11 September 2015 (Nine years and five months 3 days old ). Its registered office is in Bangaluru, Karnataka, 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 2023. It's a company limited by shares with an authorized capital of Rs 0.20 M and a paid-up capital of Rs 0.10 M, as per Ministry of Corporate Affairs (MCA) records.

Gagandeep Handa and Taranjeet Kaur serve as directors at the Company.

Company Details

  • Location

    Bangaluru, Karnataka, India

  • Telephone

    +91-XXXXXXXXXX

  • Email Address

  • Website

    invest365.in

  • Social Media

Corporate Identity Details

  • CIN/LLPIN

    U67100KA2015PTC082816

  • Company No.

    082816

  • Company Classification

    Private Limited Indian Non-Government Company

  • Incorporation Date

    11 Sep 2015

  • Date of AGM

    30 Sep 2023

  • Date of Balance Sheet

    31 Mar 2023

  • Listing Status

    Unlisted

  • ROC Code

    Roc Bangalore

Industry

Financial Services

Who are the key members and board of directors at Invest365 Portfolio Consultants?

Board Members (2)

Name Designation Appointment Date Status
Gagandeep Handa Country flag representing In Director 11-Sep-2015 Current
Taranjeet Kaur Country flag representing In Director 11-Sep-2015 Current

Financial Performance of Invest365 Portfolio Consultants.

Invest365 Portfolio Consultants Private Limited, for the financial year ended 2021, experienced significant growth in revenue, with a 147.91% increase. The company also saw a substantial improvement in profitability, with a 2177.62% increase in profit. The company's net worth Soared by an impressive increase of 52.73%.

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
147.91%
Revenue from Operations
147.91%
Total Assets
-14.81%
Profit or Loss
2177.62%
Net Worth
52.73%
EBITDA
150.56%

What is the Ownership and Shareholding Structure of Invest365 Portfolio Consultants?

In 2021, Invest365 Portfolio Consultants 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 Invest365 Portfolio Consultants?

Unlock and access historical data on people associated with Invest365 Portfolio Consultants, 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 Invest365 Portfolio Consultants, 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 Invest365 Portfolio Consultants'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 Invest365 Portfolio Consultants

Recent activity within the organization

  • Annual General Meeting

    Invest365 Portfolio Consultants Private Limited last Annual general meeting of members was held on 30 Sep 2023 as per latest MCA records.

    30 Sep 2023

  • Balance Sheet

    Invest365 Portfolio Consultants Private Limited has filed its annual Financial statements for the year ended 31 Mar 2023 with Roc Bangalore.

    31 Mar 2023

  • Director Appointment

    Gagandeep Handa was appointed as a Director was appointed as a Director on 11 Sep 2015 & has been associated with this company since 9 years 5 months .

    11 Sep 2015

  • Director Appointment

    Taranjeet Kaur was appointed as a Director was appointed as a Director on 11 Sep 2015 & has been associated with this company since 9 years 5 months .

    11 Sep 2015

  • Company Incorporation

    Invest365 Portfolio Consultants Private Limited was registered on 11 Sep 2015 with Roc Bangalore & aged 9 years 5 months as per MCA records.

    11 Sep 2015

Frequently asked questions

  • Invest365 Portfolio Consultants Private Limited was incorporated on 11 Sep 2015.

  • The authorized share capital of Invest365 Portfolio Consultants Private Limited is ₹ 0.20 M and paid-up capital is ₹ 0.10 M.

  • Currently 2 directors are associated with Invest365 Portfolio Consultants Private Limited.

    • Gagandeep Handa
    • Taranjeet Kaur
  • As per Ministry of Corporate Affairs (Mca), the registered address of Invest365 Portfolio Consultants Private Limited is No.49 1St Floor Cross 8Th Main Road K.S.R.T.C Layout, J P Nagar 2Nd Phase India, Bangalore, Karnataka, 560078.

  • The corporate identification number (CIN) of Invest365 Portfolio Consultants Private Limited is U67100KA2015PTC082816 and the company number is 082816 as per Ministry of Corporate Affairs (MCA).

  • The Official website of Invest365 Portfolio Consultants Private Limited is https://www.invest365.in

  • According to the financial reports for the fiscal year 2021, the revenue trend for Invest365 Portfolio Consultants Private Limited has risen by 147.91%.

  • The financial reports for the fiscal year 2021 indicates that The net worth of Invest365 Portfolio Consultants Private Limited has experienced an upsurge of 52.73%.

  • The most recent Balance Sheet for Invest365 Portfolio Consultants Private Limited was filed with the ROC on 31 Mar 2023.