Portfolio Financial Services Limited

Provides financial consultancy, mutual fund and insurance advisory, equity broking services to Indian and foreign banks and institutions.

1986 | Mumbai, Maharashtra (India) | Active
Last Updated: January 18, 2025

Portfolio Financial Services Profile

Key Indicators

  • Authorised Capital ₹ 10.00 Cr
  • Paid Up Capital ₹ 3.88 Cr
  • Company Age 38 Year, 3 Months
  • Last Filing with ROC 31 Mar 2023
  • Open Charges ₹ 10.81 Cr
  • Satisfied Charges ₹ 1.40 Cr
  • Revenue Growth 13.02%
  • Profit Growth -19.12%
  • Ebitda -17.45%
  • Net Worth 13.94%
  • Total Assets -0.41%

About Portfolio Financial Services

Portfolio Financial Services Limited (PFSL) is a leading Public Limited Indian Non-Government Company incorporated in India on 16 October 1986 and has a history of 38 years and three months. Its registered office is in Mumbai, Maharashtra, India.

The Corporate was formerly known as Portfolio Financial Services Private Limited. The Company is engaged in the Business Outsourcing 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 10.00 Cr and a paid-up capital of Rs 3.88 Cr.

The company currently has active open charges totaling ₹10.81 Cr. The company has closed loans amounting to ₹1.40 Cr, as per Ministry of Corporate Affairs (MCA) records.

Sunil Singla, Murlimohan Singla, and Anil Singla serve as directors at the Company.

Company Details

  • Location

    Mumbai, Maharashtra, India

  • Telephone

    +91-XXXXXXXXXX

  • Email Address
  • Social Media

Corporate Identity Details

  • CIN/LLPIN

    U65910MH1986PLC041261

  • Company No.

    041261

  • Company Classification

    Public Limited Indian Non-Government Company

  • Incorporation Date

    16 Oct 1986

  • Date of AGM

    20 Sep 2023

  • Date of Balance Sheet

    31 Mar 2023

  • Listing Status

    Unlisted

  • ROC Code

    Roc Mumbai

Industry

Business Outsourcing

Who are the key members and board of directors at Portfolio Financial Services?

Board Members (3)

Name Designation Appointment Date Status
Sunil Singla Country flag representing In Whole-Time Director 01-Aug-1997 Current
Murlimohan Singla Country flag representing In Whole-Time Director 07-Feb-1995 Current
Anil Singla Country flag representing In Director 01-Feb-1996 Current

Financial Performance of Portfolio Financial Services.

Portfolio Financial Services Limited, for the financial year ended 2024, experienced significant growth in revenue, with a 13.02% increase. The company also saw a substantial fall in profitability, with a 19.12% decrease in profit. The company's net worth Soared by an impressive increase of 13.94%.

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
13.02%
Revenue from Operations
13.02%
Total Assets
-0.41%
Profit or Loss
-19.12%
Net Worth
13.94%
EBITDA
-17.45%

What is the Ownership and Shareholding Structure of Portfolio Financial Services?

In 2023, Portfolio Financial Services had a promoter holding of 54.89% and a public holding of 45.11%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Indicator graph

Charges (Loans)

Open Charges

₹10.81 Cr

Satisfied Charges

₹1.40 Cr

Charges Breakdown by Lending Institutions

  • Hdfc Bank Limited : 5.01 Cr
  • The South Indian Bank Limited : 4.00 Cr
  • State Bank Of India : 1.80 Cr

Latest Charge Details

Date Lender Amount Status
05 Jul 2023 Hdfc Bank Limited ₹5.01 Cr Open
01 Oct 2021 State Bank Of India ₹1.80 Cr Open
22 Jul 2014 The South Indian Bank Limited ₹4.00 Cr Open
03 Jun 2017 Others ₹1.25 Cr Satisfied
27 Mar 1998 The Kalupur Com. Co-Op Bank Ltd ₹1.50 M Satisfied

How Many Employees Work at Portfolio Financial Services?

Portfolio Financial Services has a workforce of 10 employees as of Apr 05, 2024. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.

Graph showing employee growth trends

Deals i

Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Portfolio Financial Services, 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 Portfolio Financial Services'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 Portfolio Financial Services

Recent activity within the organization

  • Annual General Meeting

    Portfolio Financial Services Limited last Annual general meeting of members was held on 20 Sep 2023 as per latest MCA records.

    20 Sep 2023

  • Charges

    A charge registered on 03 Jun 2017 via Charge ID 100106755 with Others was fully satisfied on 28 Aug 2023.

    28 Aug 2023

  • Charges

    A charge with Hdfc Bank Limited amounted to Rs. 5.01 Cr with Charge ID 100767849 was registered on 05 Jul 2023.

    05 Jul 2023

  • Balance Sheet

    Portfolio Financial Services Limited has filed its annual Financial statements for the year ended 31 Mar 2023 with Roc Mumbai.

    31 Mar 2023

  • Charges

    A charge with The South Indian Bank Limited of Rs. 4.00 Cr registered on 22 Jul 2014 with Charge ID 10512642 was modified on 02 Feb 2023.

    02 Feb 2023

  • Charges

    A charge with State Bank Of India amounted to Rs. 1.80 Cr with Charge ID 100487965 was registered on 01 Oct 2021.

    01 Oct 2021

Recent News, Updates & Announcement

Frequently asked questions

  • Portfolio Financial Services Limited was incorporated on 16 Oct 1986.

  • The authorized share capital of Portfolio Financial Services Limited is ₹ 10.00 Cr and paid-up capital is ₹ 3.88 Cr.

  • Currently 3 directors are associated with Portfolio Financial Services Limited.

    • Sunil Jagdishrai Singla
    • Murlimohan Singla
    • Anil Jagdishrai Singla
  • As per Ministry of Corporate Affairs (Mca), the registered address of Portfolio Financial Services Limited is 218 Trade Centre 2Nd Floor Opposite Kurla Mtnl Exchange, Bkc India, Mumbai, Maharashtra, 400051.

  • The corporate identification number (CIN) of Portfolio Financial Services Limited is U65910MH1986PLC041261 and the company number is 041261 as per Ministry of Corporate Affairs (MCA).

  • The Official website of Portfolio Financial Services Limited is https://www.pfslindia.com

  • According to the financial reports for the fiscal year 2024, the revenue trend for Portfolio Financial Services Limited has risen by 13.02%.

  • As Per 2024 financial reports, 10 employees are currently employed by Portfolio Financial Services Limited.

  • The financial reports for the fiscal year 2024 indicates that The net worth of Portfolio Financial Services Limited has experienced an upsurge of 13.94%.

  • As per the financial statements for fiscal Year 2024, The total open charges for Portfolio Financial Services Limited amount to ₹ 10.81 Cr.

  • The most recent Balance Sheet for Portfolio Financial Services Limited was filed with the ROC on 31 Mar 2023.