£35k
−35%vs Dec 2023Active10457300Private limited companyBracknell
DALVI WEALTH MANAGEMENT LIMITED
Significant control: Ranjeeta Virendra Dalvi (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
Watch this company
Get an email when Companies House records a change for Dalvi Wealth Management Limited: status, filings, accounts, officers or owners. Free.
Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy
Coming soon · product and service lists
What does Dalvi Wealth Management Limited sell?
Registered activity: Activities of insurance agents and brokers (SIC 66220). We’re building product and service lists for UK companies. Get this one when it’s ready.
One email, only about this. If we don’t launch within 60 days we’ll tell you. Privacy
01
Summary
DALVI WEALTH MANAGEMENT LIMITED is an active private limited company (company number 10457300) incorporated on 2 November 2016, registered in Bracknell. Its registered activity is activities of insurance agents and brokers (SIC 66220). Latest micro accounts cover the period ending 31 December 2024, showing net assets of £35k, with 5 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 35% on the prior period (£53k).
Peer position · net assets
By net assets it sits in the upper half of 75 comparable companies in Reading (median £18k, upper quartile £121k).
02
Ownership and control
- Mrs Ranjeeta Virendra Dalvi
- owns 75–100% of shares
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 2 November 20169 yrs ago
- Next accounts due
- 30 September 202629 days overdue
- Confirmation statement due
- 16 November 2026in 18 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66220
- Activities of insurance agents and brokers
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
5
No changevs Dec 2023| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 December 2024 | £35k | — | — | — | — | — | 5 |
| 31 December 2023 | £53k | — | — | — | — | — | 5 |
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £34,575 at 31 December 2024
- Net assets down 25% or more on the prior period-34.7% vs prior period
- Incorporated five or more years agoIncorporated 2 November 2016
- Accounts past their due dateDue 30 September 2026
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Confirmation statement duein 18 days
- Next accounts due29 days overdue
- Accounts period endNet assets £35k · micro accounts
- Accounts period endNet assets £53k · micro accounts
- Incorporated
08
Similar companies in Reading
- OWLICITY LTDBasingstoke · inc. Nov 2016
- INTEGRA FINANCIAL LTDReading · inc. Feb 2017
- KROWN MORTGAGES LIMITEDSlough · inc. May 2017
- MOTOREASY SERVICES LIMITEDReading · inc. Apr 2016
- VPI INC. LIMITEDReading · inc. Jun 2017
- ORIENT FINANCIAL SERVICES LTDReading · inc. Jul 2017
All companies incorporated on 2 November 2016 · in Nov 2016.
09
Reminders for DALVI WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.