Uppercrust Wealth Private Limited

Boutique wealth management firm with bespoke solutions for multi-generational wealth.

2021 | Vadodara, Gujarat (India) | Active
Last Updated: January 12, 2025

Uppercrust Wealth Profile

Key Indicators

  • Authorised Capital ₹ 3.00 Cr
  • Paid Up Capital ₹ 6.80 M
  • Company Age 3 Year, 9 Months
  • Last Filing with ROC 31 Mar 2024

About Uppercrust Wealth

Uppercrust Wealth Private Limited (UWPL) is a Private Limited Indian Non-Government Company incorporated in India on 26 April 2021 (Three years and nine months 13 days old ). Its registered office is in Vadodara, Gujarat, 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 2024. It's a company limited by shares with an authorized capital of Rs 3.00 Cr and a paid-up capital of Rs 6.80 M, as per Ministry of Corporate Affairs (MCA) records.

Manish Shah, Durgesh Pandya, Falguni Shah, and Two other members serve as directors at the Company.

Company Details

  • Location

    Vadodara, Gujarat, India

  • Telephone

    +91-XXXXXXXXXX

  • Email Address
  • Social Media

Corporate Identity Details

  • CIN/LLPIN

    U67100GJ2021PTC122268

  • Company No.

    122268

  • Company Classification

    Private Limited Indian Non-Government Company

  • Incorporation Date

    26 Apr 2021

  • Date of AGM

    30 Sep 2024

  • Date of Balance Sheet

    31 Mar 2024

  • Listing Status

    Unlisted

  • ROC Code

    Roc Ahmedabad

Industry

Financial Services

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

Board Members (5)

Name Designation Appointment Date Status
Manish Shah Country flag representing In Director 26-Apr-2021 Current
Durgesh Pandya Country flag representing In Director 26-Apr-2021 Current
Falguni Shah Country flag representing In Director 26-Apr-2021 Current
Shaily Pandya Country flag representing In Director 26-Apr-2021 Current
Yash Joshi Country flag representing In Director 01-Sep-2022 Current

Financial Performance of Uppercrust Wealth.

Uppercrust Wealth Private Limited, for the financial year ended 2022, experienced no change in revenue, with a 0% increase. The company also saw a no change in profitability, with a 0% increase in profit. The company's net worth witnessed no change by increase of 0%.

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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
Revenue from Operations
Total Assets
Profit or Loss
Net Worth
EBITDA

What is the Ownership and Shareholding Structure of Uppercrust Wealth?

Unlock access to Uppercrust Wealth'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 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 Uppercrust Wealth?

Uppercrust Wealth has a workforce of 15 employees as of Mar 22, 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.

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Deals i

Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Uppercrust Wealth, 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 Uppercrust Wealth'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 Uppercrust Wealth

Recent activity within the organization

  • Annual General Meeting

    Uppercrust Wealth Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records.

    30 Sep 2024

  • Balance Sheet

    Uppercrust Wealth Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Ahmedabad.

    31 Mar 2024

  • Director Appointment

    Yash Joshi was appointed as a Director was appointed as a Director on 01 Sep 2022 & has been associated with this company since 2 years 5 months .

    01 Sep 2022

  • Director Appointment

    Manish Hasmukhlal Shah was appointed as a Director was appointed as a Director on 26 Apr 2021 & has been associated with this company since 3 years 9 months .

    26 Apr 2021

  • Director Appointment

    Durgesh Pandya was appointed as a Director was appointed as a Director on 26 Apr 2021 & has been associated with this company since 3 years 9 months .

    26 Apr 2021

  • Director Appointment

    Falguni Manish Shah was appointed as a Director was appointed as a Director on 26 Apr 2021 & has been associated with this company since 3 years 9 months .

    26 Apr 2021

Frequently asked questions

  • Uppercrust Wealth Private Limited was incorporated on 26 Apr 2021.

  • The authorized share capital of Uppercrust Wealth Private Limited is ₹ 3.00 Cr and paid-up capital is ₹ 6.80 M.

  • Currently 5 directors are associated with Uppercrust Wealth Private Limited.

    • Manish Hasmukhlal Shah
    • Durgesh Pandya
    • Falguni Manish Shah
    • Shaily D Pandya
    • Yash Joshi
  • As per Ministry of Corporate Affairs (Mca), the registered address of Uppercrust Wealth Private Limited is Tf- 319 Pancham Icon Nr. D Mart, Vasna Road India, Vadodara, Gujarat, 390007.

  • The corporate identification number (CIN) of Uppercrust Wealth Private Limited is U67100GJ2021PTC122268 and the company number is 122268 as per Ministry of Corporate Affairs (MCA).

  • The Official website of Uppercrust Wealth Private Limited is https://www.uppercrustwealth.com

  • As Per 2022 financial reports, 15 employees are currently employed by Uppercrust Wealth Private Limited.

  • The most recent Balance Sheet for Uppercrust Wealth Private Limited was filed with the ROC on 31 Mar 2024.

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