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Dalvi Wealth Management Limited

10457300

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

14 HURRICANE GATE, BRACKNELL, RG12 9SR
Incorporated 02/11/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mrs Ranjeeta Dalvi

director · Since 02/11/2016

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 46

Also on 1 other board

Mr Virendra Dalvi

secretary · Since 14/08/2025

Persons with Significant Control

Mrs Ranjeeta Dalvi

75–100% shares

British · England · Age 46

14, Hurricane Gate, Bracknell, RG12 9SR

Notified 02/11/2016

CompanyRankvs 1905+ SIC 66220 peers
70

Financial strength67th percentile among SIC peers · 17/25
Employees83th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.58× · 16/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength17/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees12/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity10/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/12/2024

Net Worth

£35k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£18k

Working capital

Current Assets

£50k

Current Liabilities

£32k

Fixed Assets

£727k

5avg. employees

Balance Sheet

Assets less current liabilities£746k
Signed by Mrs R Dalvi 17 September 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20241.58-£18k
20232.27+£44k
20214.34

Derived from filed accounts. Not audited figures.