Financial Performance Summary FY 2025-26
Income Statement (₹ Lakhs)
| Particulars | 2025-2026 | 2024-2025 | Change |
| Revenues from Operations | 454.65 | 410.05 | +10.9% |
| Other Income | 24.10 | 3.36 | +617% |
| Total Income | 478.76 | 413.41 | +15.8% |
| Total Expenditure | 162.04 | 112.51 | +44.0% |
| Net Profit Before Tax | 316.72 | 300.91 | +5.3% |
| Tax Expenses | 82.12 | 82.94 | -1.0% |
| Profit After Tax | 234.60 | 217.96 | +7.6% |
| Basic EPS (₹) | 3.32 | 3.48 | -4.6% |
| Diluted EPS (₹) | 3.32 | 3.48 | -4.6% |
| Shares used in EPS computation (Lakhs) | 70.65 | 62.55 | +13.0% |
Other Financial Highlights
- EBITDA: Not explicitly quantified but implied through operational performance
- Dividend Recommended: Final dividend of ₹0.50 per equity share (5% of face value)
- Dividend Outgo: ₹39,72,499 (subject to shareholder approval)
- Tax Rate: Effective tax rate of approximately 25.9%
Capital Structure Changes
Share Capital Details
- Authorized Share Capital: ₹8,00,00,000 (80,00,000 equity shares of ₹10 each)
- Paid-up Capital as of March 31, 2026: ₹7,94,49,980 (79,44,998 equity shares of ₹10 each)
IPO Completion (October 7, 2025)
- Total Issue Size: ₹10,71,00,000
- Issue Price: ₹51 per share (₹10 face value + ₹41 premium)
- Fresh Issue: 16,90,000 shares (₹8.619 crore)
- Offer for Sale: 4,10,000 shares (₹2.091 crore)
- Selling Shareholders: Mr. Rajesh Kumar Sodhani (3,00,000 shares), Ms. Priya Sodhani (1,10,000 shares)
- Listing: BSE SME Platform (Scrip code: 544560)
- Subscription: 4.79 times oversubscribed
IPO Proceeds Utilization (₹)
| Object | Amount Allocated | Amount Utilized | Transfer to GCP | Unutilized |
| Offer Related Expenses | 80,00,000 | 59,68,380 | (20,31,620) | - |
| Mumbai Office Acquisition | 5,01,17,000 | 5,01,17,000 | - | - |
| Office Interior Work | 57,94,000 | 58,32,191 | 38,191 | - |
| Brand Visibility | 92,64,000 | 14,35,928 | - | 78,28,072 |
| Mutual Fund Application Development | 15,00,000 | 14,33,724 | - | 66,276 |
| IT Infrastructure | 9,15,000 | 1,53,868 | - | 7,61,132 |
| General Corporate Purpose | 1,06,00,000 | 50,45,747 | 19,93,429 | 75,47,682 |
| Total | 8,61,90,000 | 6,99,86,838 | 0 | 1,62,03,162 |
Dividend Declaration
- Type: Final dividend for FY 2025-26
- Amount: ₹0.50 per equity share (5% of face value)
- Total Outgo: ₹39,72,499
- Record Date: August 13, 2026
- Payment Date: On or before September 20, 2026
- Policy: In accordance with Regulation 43A of SEBI LODR and company's Dividend Distribution Policy
- Taxation: Subject to TDS deduction
Business Operations and Strategy
Core Business
- AMFI-registered mutual fund distributor
- Financial advisory and wealth management services
- Added new object clause for DSA/referral agent services for banks/NBFCs
Key Initiatives FY 2025-26
- Successful BSE SME listing (October 7, 2025)
- Geographic expansion plans
- Niveshak Darbaar investor conferences
- Mutual fund investment application development
- Enhanced brand visibility initiatives
Future Outlook
- Consolidate leadership in mutual fund distribution
- Expand to new cities and regions
- Product innovation and technology integration
- Large-scale investor education conferences
Corporate Governance
Board Composition
| Name | Designation | DIN | Appointment Date |
| Mr. Ajit Shah | Chairman & Director | 08387316 | 12/03/2019 |
| Ms. Ritika Sodhani | Managing Director | 09124174 | 29/03/2021 |
| Ms. Aastha Sodhani | Whole Time Director | 09124152 | 29/03/2021 |
| Ms. Shiksha Sharma | Independent Director | 10594233 | 05/12/2024 |
| Mr. Pulkit Jain | Independent Director | 10862310 | 05/12/2024 |
| Mr. Abhishek Gupta | Independent Director | 10863113 | 05/12/2024 |
Key Managerial Personnel
| Name | Designation | PAN | Appointment Date |
| Mr. Bhagvat Prasad Ojha | CFO | ABBPO4681P | 24/12/2024 |
| Ms. Renu Sharma | Company Secretary | FNIPS8825P | 24/12/2024 |
| Mr. Aayush Alpesh Shah | CEO | FWOPS0149R | 12/11/2025 |
Board Meetings
- Total Meetings in FY26: 14 meetings
- Attendance: Mr. Ajit Shah (14/14), Ms. Ritika Sodhani (14/14), Ms. Aastha Sodhani (14/14), Ms. Shiksha Sharma (6/14), Mr. Pulkit Jain (10/14), Mr. Abhishek Gupta (9/14)
Committee Structure
- Audit Committee: Mr. Pulkit Jain (Chairperson), Mr. Abhishek Gupta, Ms. Shiksha Sharma (6 meetings)
- Stakeholders Relationship Committee: Mr. Abhishek Gupta (Chairperson), Ms. Ritika Sodhani, Mr. Ajit Shah (1 meeting)
- Nomination and Remuneration Committee: Mr. Abhishek Gupta (Chairperson), Ms. Shiksha Sharma, Mr. Pulkit Jain (1 meeting)
Regulatory and Compliance Matters
Auditors
- Statutory Auditors: M/s Rajvanshi and Associates (FRN 005069C) - appointed for 5 years from 6th AGM
- Secretarial Auditors: M/s Raunak Bansal & Associates
- Internal Auditors: M/S D. Jain & Co (FRN 015243C)
Compliance Status
- No material frauds reported during the year
- No significant regulatory orders impacting going concern status
- All related party transactions at arm's length basis
- No deposits accepted from public
- No amounts transferred to Investor Education and Protection Fund
- No pending insolvency proceedings
Secretarial Audit Findings
- Compliance with applicable laws and regulations
- Successful IPO completion noted as major event
- No audit qualifications or adverse remarks
Related Party Transactions (₹ Lakhs)
| Party | Nature | Amount |
| Rajesh Kumar Sodhani | Rent Paid | 21.77 |
| Sodhani Academy Of Fintech Enablers Limited | Rent Received | 0.94 |
| Ankit Sodhani | Salary Paid | 8.12 |
Employee Information
- Total Employees: 27 (Male: 8, Female: 19, Transgender: 0)
- Median Remuneration: ₹1,26,145
- Remuneration to Managing Director: ₹11.68 lakhs for FY26
- Sexual Harassment Complaints: No cases filed during FY26
Important Dates
- AGM Date: August 19, 2026 at 4:00 PM IST
- AGM Venue: Registered Office, 1st Floor, C-373 Vaishali Nagar, Jaipur
- E-voting Period: August 18-20, 2026 (9:00 AM to 5:00 PM)
- Dividend Record Date: August 13, 2026
- Dividend Payment Date: On or before September 20, 2026
Additional Information
- RTA: NSDL Database Management Limited
- Bankers: Kotak Mahindra Bank Limited
- Corporate Identity Number: L65991RJ2019PLC064264