Yodlee — Yodlee Finsoft Private Limited

U74999KA2018PTC109580ActivePrivate · Company limited by SharesROC - BANGALOREUnlisted
Last updated: 2026-06-07
67
Compliance Health · C · provisional
3 / 4 signals passed

Yodlee Finsoft Private Limited is a Private Company limited by Shares company incorporated in 2018 and based in Karnataka, India. Yodlee Finsoft Private Limited operates in Business Services (NIC 74999) with authorized capital of ₹1.82 Cr and paid-up capital of ₹1.80 Cr. For 2020-21, the company reported revenue of ₹13.35 L and a net loss of ₹75.75 L. RegisterKaro's provisional Compliance Health Score for the company is 67/100 (grade C), based on 4 of 9 signals — full scoring is pending extraction of the company's MCA filing history.

Risk FlagsDirectors not yet extracted · awaiting MGT-7AGM 1777d ago · may be overdue
Revenue (latest FY)
₹13.35 L
2020-21
PAT (latest FY)
₹-75.75 L
Margin -567.5%
Open Charges
0
No encumbrances
Active Directors
0
No resignations
Paid-up Capital
₹1.80 Cr
99% of authorized
Filings on Record
0
All current
Incorporated
2018
8 years old
State
Karnataka
Sector
Business Services
NIC 74999
Class
Private
Sub-category
Company limited by Shares
Authorized Capital
₹1.82 Cr
Paid-up Capital
₹1.80 Cr
99% utilized
Members
Last AGM
30 Sept 2021
1777d ago
Last Balance Sheet
31 Mar 2021
1960d ago
Latest Filing
Registered Email
r*****************(at)envestnet.com
Registered Office
Prestige Tech Park, 1st Floor, Mercury 2B Block, Kadubesanahalli Bangalore Bangalore KA 560103 IN
Yodlee
Brand Yodlee · Legal entity Yodlee Finsoft Private Limited

Yodlee - Provider of cloud-based financial data aggregation and analytics. Acquired by STG. Raised a total funding of $84.3M over 4 rounds from 19 investors.

Total Funding
Latest Round
Series B
Revenue
Valuation
Funding Rounds
4
Employees
357
Stage
Acquired
HQ
Redwood City
Founded
1999
Joined to MCA on CIN U74999KA2018PTC109580

Quick facts

Identity · Activity · Auditor · Contact
Registered office
Prestige Tech Park, 1st Floor, Mercury 2B Block, Kadubesanahalli Bangalore Bangalore KA 560103 IN
NIC code
74999
Statutory auditor
Awaiting ADT-1 / AOC-4 extraction
Registered email
r*****************(at)envestnet.com
Section
Business Services
ROC
ROC - BANGALORE
Website
https://www.yodlee.com/
Class · sub-category
Private · Company limited by Shares
Incorporation · Last AGM
16 Jan 2018 · 30 Sept 2021

Directors

From MGT-7 annual returnLocked
DR
Deepa Reddy
Whole-time Director
7.4y · Hyderabad · DIN 2253417
KB
Kunal Bhatia
Director
4.0y · Hyderabad · DIN 2088263
Get the full board of directors

Directors, DINs & appointment history for Yodlee Finsoft Private Limited.

₹499₹169(excl. taxes)
What you'll get
  • Incorporation Documents
  • Change in Directors & Designated Partner
  • Board Resolutions
  • Financial Statements & Annual Filings
  • Charge Documents (Summary)

MCA Filings

AOC-4 · MGT-7 historyLocked
FormFYFiledDueDelayStatus
AOC-4FY2024-2530 Oct 202430 Oct 20240dfiled
MGT-7FY2024-2523 Nov 202429 Nov 20240dfiled
AOC-4FY2023-2430 Oct 202330 Oct 20230dfiled
MGT-7FY2023-2424 Nov 202329 Nov 20230dfiled
AOC-4FY2022-2330 Oct 202230 Oct 20220dfiled
MGT-7FY2022-2324 Nov 202229 Nov 20220dfiled
Get financial statements & other filing documents

Full MCA filing history for Yodlee Finsoft Private Limited.

₹499₹169(excl. taxes)
What you'll get
  • Incorporation Documents
  • Change in Directors & Designated Partner
  • Board Resolutions
  • Financial Statements & Annual Filings
  • Charge Documents (Summary)

Charges

Registered charges & encumbrancesLocked
Charge IDHolderAmountCreatedStatus
941754670ICICI Bank Ltd(Bank)₹14.89 Cr27 Jan 2021Open
273926370Axis Bank Ltd(Bank)₹4.96 Cr19 Sep 2021Open
230833865HDFC Bank Ltd(Bank)₹19.33 Cr04 Jul 2021Open
692118894HDFC Bank Ltd(Bank)₹22.60 Cr27 Jan 2021Satisfied
See registered charges & lenders

Charge IDs, lenders & amounts for Yodlee Finsoft Private Limited.

₹499₹169(excl. taxes)
What you'll get
  • Incorporation Documents
  • Change in Directors & Designated Partner
  • Board Resolutions
  • Financial Statements & Annual Filings
  • Charge Documents (Summary)

Financial Performance

MCA1 reporting year
Revenue (bars) vs PAT (line) by FY
Revenue PAT
₹0₹27.29 L₹54.58 L₹81.86 L₹77.96 L2020-21
FYRevenuePATNet WorthTotal AssetsEmployees
2020-21

Detailed Financials

1 FYsIncome statement + balance sheet
Line item2020-21
Income statement
Revenue from operations
Other income
Total income
Total expenses
Profit before tax
Profit / (Loss) after tax
Balance sheet
Equity / Net worth
Borrowings
Current liabilities
Total liabilities
Current assets
Cash & equivalents
Total assets
Employees

Cash-flow statement renders when the AOC-4 XBRL Cash Flow context is parsed during the extract phase.

Compounded Annual Growth Rate

Derived from multi-FY filingsLocked
MetricLatest value1Y CAGR3Y CAGR5Y CAGR
Revenue₹81.34 Cr-4.7%+1.9%+3.7%
Profit after Tax₹10.31 Cr+26.8%+13.9%+15.7%
Net Worth₹45.37 Cr+19.0%-2.4%+9.8%
Employees28+34.0%-2.8%+15.8%
Gain deeper financial insights of this entity

Audited financials & ratios for Yodlee Finsoft Private Limited.

₹999₹249(excl. taxes)
What you'll get
  • Financial Summary & Charts
  • Income Statement, Balance Sheet, Cashflow
  • Profitability, Liquidity & Growth Ratios
  • Audited Financial Statement (AOC-4)

Financial Ratios

Profitability · leverage · efficiency
FYRevenuePATPAT marginRev growthROEROAD/ERev/emp
2020-21-567.48%-41.51%

Cap Table & Shareholding

Promoter · institutional · publicLocked
CategoryShareholdersShares held%
Promoters21,78,37,82077.53%
Institutional Investors26,89,0282.99%
Public & Others4044,82,01119.48%
See the full shareholding pattern

Promoter, institutional & public holding for Yodlee Finsoft Private Limited.

₹499₹169(excl. taxes)
What you'll get
  • Incorporation Documents
  • Change in Directors & Designated Partner
  • Board Resolutions
  • Financial Statements & Annual Filings
  • Charge Documents (Summary)

Peer Benchmark

500 peersSame sector + state + ±5y vintage
MetricThis companyCohort medianCohort P75Quartile
Revenue (latest FY)
3rd quartile · P39
PAT (latest FY)
Bottom quartile · P6
Employees
Paid-up capital
Top quartile · P94
Compliance Health
96
96
96
Bottom quartile · P9

Top 10 in Business Services

by healthView all ›
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Paid-up
Revenue
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02
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Delhi · Inc 1999
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Revenue
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03
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Haryana · Inc 1995
Paid-up
Revenue
A · 96
04
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Delhi · Inc 1993
Paid-up
Revenue
A · 96
05
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Delhi · Inc 1992
Paid-up
Revenue
A · 96
06
Paid-up
Revenue
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07
Unitech Limited
Delhi · Inc 1971
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Revenue
A · 96
08
Omaxe Limited
Haryana · Inc 1989
Paid-up
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A · 96
09
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Delhi · Inc 1974
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Paid-up
Revenue
A · 96

Events & timeline

3Filings, charges, board changes
19 Dec 2022
Arun appointed as Director
30 Sept 2020
Prashant appointed as Director
16 Jan 2018
Company incorporated
Yodlee Finsoft Private Limited registered with ROC - BANGALORE; year 2018

External data sources

7 plannedWhat lands here as ingestion comes online

GSTIN Registrations

Planned
GST portal

Per-state GSTINs + GSTR-1/3B filing cadence + turnover bracket. PAN-keyed scrape.

MSME Payment Delays

Planned
MSME-1 form

Half-yearly disclosure of payments delayed beyond 45 days to MSME suppliers.

Related Party Transactions

Planned
AOC-4 schedule

Counterparty, nature, transaction value. Inter-company loans, sales, royalty.

Credit Ratings

Planned
CRISIL / ICRA / CARE feeds

Long-term + short-term ratings, with rationale on rating actions.

Trademarks

Planned
IP India Trademark Registry

Applied, registered, opposed. Class numbers + status.

Patents

Planned
IP India Patent Registry

Applications and grants. Inventor names + filing dates.

Legal Cases

Planned
eCourts + Indian Kanoon

Ongoing + past litigations the entity is party to.

Each source is wired as a separate ingestion adapter behind the scraper. Live status flips per CIN as records land.

FAQs about Yodlee Finsoft Private Limited

When was Yodlee Finsoft Private Limited incorporated?
Yodlee Finsoft Private Limited was incorporated in 2018 (around 16 Jan 2018). Its CIN is U74999KA2018PTC109580 and it is registered with ROC - BANGALORE.
Where is Yodlee Finsoft Private Limited located?
Yodlee Finsoft Private Limited is headquartered in Karnataka, at: Prestige Tech Park, 1st Floor, Mercury 2B Block, Kadubesanahalli Bangalore Bangalore KA 560103 IN .
What sector does Yodlee Finsoft Private Limited operate in?
Yodlee Finsoft Private Limited operates in the Business Services sector (NIC code 74999), classified as Company limited by Shares.
Who are the directors of Yodlee Finsoft Private Limited?
Director details for Yodlee Finsoft Private Limited have not yet been extracted from MGT-7 filings.
What is the paid-up capital of Yodlee Finsoft Private Limited?
Yodlee Finsoft Private Limited has authorized capital of ₹1.82 Cr and paid-up capital of ₹1.80 Cr.
Does Yodlee Finsoft Private Limited have any open charges?
Yodlee Finsoft Private Limited has no open MCA-registered charges on record.
What is Yodlee Finsoft Private Limited's Compliance Health Score?
RegisterKaro's Compliance Health Score for Yodlee Finsoft Private Limited is 67/100 (grade C), based on 4 assessable weighted signals across charges, directors, capital, and overall status. 3 of 4 passed — this is a provisional score; full scoring is pending extraction of the company's MCA filing history.