• Company Information
  • About the Report
  • Documents
  • Outstanding Payments (MSME)
  • Complaints
  • Directors
  • Same Address Companies
  • Charges
  • Contact Details
  • Products & Services
  • Balance Sheet
  • Profit & Loss
  • Fund Raising
  • Shareholders & Investors
  • Board Meetings
  • Auditors

SARTHI CAPITAL ADVISORS PRIVATE LIMITED

CIN: U65190DL2012PTC238100

SARTHI CAPITAL ADVISORS PRIVATE LIMITED (CIN: U65190DL2012PTC238100) is a Private company incorporated on 27 Jun 2012. It is classified as Non-government company and is registered at Registrar of Companies, Delhi. Its authorized share capital is Rs. 55000000.00 and its paid up capital is Rs. 55000000.00.

SARTHI CAPITAL ADVISORS PRIVATE LIMITED's Annual General Meeting (AGM) was last held on 29 Sep 2023. and as per records from Ministry of Corporate Affairs (MCA), its balance sheet was last filed on 2023-03-31.SARTHI CAPITAL ADVISORS PRIVATE LIMITED's NIC code is 6519 (which is part of its CIN). As per the NIC code, it is inolved in Other monetary intermediation. [includes monetary intermediation of commercial banks, discount houses saving banks and other specialised institutions granting credit for house purchases that also take deposits].

Directors of SARTHI CAPITAL ADVISORS PRIVATE LIMITED are DEEPAK SHARMA, and DEEPALI SHARMA.

SARTHI CAPITAL ADVISORS PRIVATE LIMITED's Corporate Identification Number (CIN) is U65190DL2012PTC238100 and its registration number is 238100. Users may contact SARTHI CAPITAL ADVISORS PRIVATE LIMITED on its Email address - [email protected]. Registered address of SARTHI CAPITAL ADVISORS PRIVATE LIMITED is 411, PRATAP BHAWAN, 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002.

Current status of SARTHI CAPITAL ADVISORS PRIVATE LIMITED is - Active.

Basic Information

  • CIN
  • Name
  • Listed on Stock Exchange
  • Company Status
  • ROC
  • Registration Number
  • Company Category
  • Company Sub Category
  • Class of Company
  • Date of Incorporation
  • Age of Company
  • Activity
  • Number of Members

Annual Compliance Status

  • Date of Last Annual General Meeting
  • Date of Last Filed Balance Sheet

Key Numbers

  • Authorised Share Capital
  • Paid-up Share Capital
  • Total Assets
  • Revenue
  • Profit
  • Salaries & Other Employee Benefit Expenses
Want to see how this company compares within its industry or analyse broader market trends?
Explore Prime Research for Industry & Economic Insights

Previous Names

Previous CINs

ZaubaCorp's company report for SARTHI CAPITAL ADVISORS includes audited balance sheets, profit & loss statements, charges, director history, shareholding and related-party transactions, compiled from official MCA filings — delivered as PDF and Excel.

Purchase Report

All companies in India are required to file various documents like financials, loan agreements, list of shareholders, details of directors, details of funding rounds and a lot more. These documents are credible and offer incredible insights about a company. However, understanding a company by viewing its documents is an extremely difficult and time consuming process.

Our reports are designed to save you significant time by surfacing key information easily and structuring it in a way that helps in your research.

Understanding the key findings and information in our reports can be crucial if you're a customer, vendor, investor, partner or even a potential employee of SARTHI CAPITAL ADVISORS

Purchase full report of SARTHI CAPITAL ADVISORS

Companies are required to file half yearly returns showing payments due to Micro & Small Enterprises that have been delayed more than 45 days. This information is crucial to understand if SARTHI CAPITAL ADVISORS pays its vendors promptly. When seen over a period of time, this information could show if the company has slowed down in making payments to its small vendors. This information is available only if the company has filed its half yearly returns with the registrar of companies.

Filing Type As On Amount Due to MSME Current Liabilities Ratio to Current Liabilities Reasons for Delay

This section contains details of investor complaints or serious complaints filed with the registrar of companies. This information can surface potential red flags about a company.

Director Complaints
Date DIN Cessation Date Cessation Reason Complaint
Serious Complaints
Date Complaint Other Details
Investor Complaints & Other Complaints
Date Complaint Type Complaint Sub Type Particulars of Secutiries Period Complaint Other Details

Current Directors & Key Managerial Personnel of SARTHI CAPITAL ADVISORS
DIN Director Name Designation Appointment Date
01976751 DEEPAK SHARMA Director 2012-06-27
02754892 DEEPALI SHARMA Director 2022-03-30
Past Directors & Key Managerial Personnel of SARTHI CAPITAL ADVISORS
DIN Director Name Designation Appointment Date Cessation
05281632 MAHAVIR LUNAWAT Director - 2012-12-09
05281632 MAHAVIR LUNAWAT Managing Director - 2013-09-25
07583337 ABHISHEK JAIN Company Secretary - 2015-07-31
00143183 ANAND LAKHOTIA Director - 2022-03-30
02754892 DEEPALI SHARMA Additional Director - 2022-09-30
Other Directorships of MAHAVIR LUNAWAT
Company Name CIN Designation Appointment Date Cessation
PANTOMATH ADVISORS LLP AAB-8231 Designated Partner 2013-10-17 Ongoing
PANTOMATH FUND MANAGERS LLP AAF-8925 Designated Partner 2016-03-09 Ongoing
PANTOMATH SABRIMALA INVESTMENT MANAGERS LLP AAI-6003 Designated Partner 2017-05-18 Ongoing
VALUEWISE INVESTOR RELATIONS LLP AAM-2230 Designated Partner - 2019-03-19
ART PANTOMATH ASSET MANAGEMENT LLP AAO-4351 Designated Partner 2019-03-05 Ongoing
PANTOMATH CAPITAL ADVISORS PRIVATE LIMITED U64990MH2013PTC248061 Director - 2013-09-12
PANTOMATH CAPITAL ADVISORS PRIVATE LIMITED U64990MH2013PTC248061 Managing Director 2013-09-12 Ongoing
PANTOMATH FUND MANAGERS PRIVATE LIMITED U64990MH2019PTC331760 Director 2019-10-16 Ongoing
PANTOMATH START-UP FUND MANAGEMENT PRIVATE LIMITED U64990MH2022PTC383491 Director 2022-05-26 Ongoing
SARTHI CAPITAL SERVICES PRIVATE LIMITED U65990DL2012PTC237142 Director - 2012-09-05
PANTOMATH FINANCE PRIVATE LIMITED U65999MH2017PTC294139 Director 2017-04-21 Ongoing
PANTOMATH GLOBAL FINANCIAL SERVICES (IFSC) PRIVATE LIMITED U67100GJ2022PTC135474 Director 2022-09-14 Ongoing
PANTOMATH CAPITAL MANAGEMENT PRIVATE LIMITED U67100MH2018PTC314901 Director - 2022-02-14
FUNDBEZZIE PRIVATE LIMITED U67120MH2022PTC381103 Director 2022-04-22 Ongoing
CLIQTRADE STOCK BROKERS PRIVATE LIMITED U67120MH2022PTC383418 Additional Director - 2023-12-29
CLIQTRADE STOCK BROKERS PRIVATE LIMITED U67120MH2022PTC383418 Director 2022-07-27 Ongoing
PANTOMATH ASSET MANAGEMENT HOLDINGS PRIVATE LIMITED U67200MH2018PTC314896 Director 2018-09-27 Ongoing
PENTAGON STOCK BROKERS PRIVATE LIMITED U74110MH2014PTC254979 Director - 2018-03-26
PANTOMATH INVESTOR AWARENESS AND CSR FOUNDATION U74999MH2014NPL255731 Director 2014-06-27 Ongoing
EXPRESSWAY ADDA PRIVATE LIMITED U74999MH2018PTC317849 Director 2018-12-05 Ongoing
CORPGINI INNOVATIONS PRIVATE LIMITED U74999MH2019PTC331437 Director 2020-10-06 Ongoing
ASSOCIATION OF INVESTMENT BANKERS OF INDIA U91100MH1993NPL074024 Nominee Director 2014-09-30 Ongoing
SARTHI ANGELS VENTURE FOUNDATION U93000DL2013NPL256068 Additional Director - 2014-03-31
Other Directorships of ABHISHEK JAIN
Company Name CIN Designation Appointment Date Cessation
APPARENT ADVISORS LLP AAH-3878 Designated Partner 2016-09-14 Ongoing
APIS ADVISORS LLP AAL-1650 Designated Partner 2017-11-16 Ongoing
PACE SERVICES PRIVATE LIMITED U74899DL1992PTC048698 Company Secretary - 2011-08-31
Other Directorships of ANAND LAKHOTIA
Company Name CIN Designation Appointment Date Cessation
MIDLAND POLYMERS LIMITED L62013TS1992PLC178971 Additional Director - 2008-09-30
MIDLAND POLYMERS LIMITED L62013TS1992PLC178971 Director - 2012-09-29
LADHA MERCANTILE PRIVATE LIMITED U51109WB2005PTC102007 Director - 2014-03-07
VRIDHI TREXIM PRIVATE LIMITED U51109WB2009PTC134984 Director 2011-08-01 Ongoing
YUGVEDA RETAIL PRIVATE LIMITED U52100DL2017PTC313386 Additional Director - 2020-12-30
YUGVEDA RETAIL PRIVATE LIMITED U52100DL2017PTC313386 Director - 2022-07-15
IBACHAT STORES PRIVATE LIMITED U52200DL2021PTC382748 Additional Director - 2022-07-15
AVS COLLABORATION PRIVATE LIMITED U52291DL2010PTC211501 Additional Director - 2017-09-29
AVS COLLABORATION PRIVATE LIMITED U52291DL2010PTC211501 Director - 2017-11-11
SARTHI CAPITAL SERVICES PRIVATE LIMITED U65990DL2012PTC237142 Director - 2012-09-05
ACEPRO ADVISORS PRIVATE LIMITED U65999MH2010PTC204232 Director - 2019-12-04
SARTHI FINANCIALS SERVICES PRIVATE LIMITED U67190DL2009PTC187401 Director - 2022-03-30
ACEPRO FINANCE PRIVATE LIMITED U67190MH2017PTC302367 Director - 2019-12-04
SARTHIWM PROMOTERS PRIVATE LIMITED U70200DL2010PTC202787 Director - 2019-12-04
SOFTDOT SOLUTIONS PRIVATE LIMITED U72900DL2013PTC247275 Additional Director - 2013-09-03
PROIND BUSINESS SOLUTIONS PRIVATE LIMITED U74120DL2002PTC116192 Additional Director - 2019-04-16
AKASA SECURITIES & FINANCIAL SERVICES PRIVATE LIMITED U74899DL1994PTC060585 Director - 2012-03-01
SARTHI ANGELS VENTURE FOUNDATION U93000DL2013NPL256068 Director - 2022-03-30
Other Directorships of DEEPAK SHARMA
Company Name CIN Designation Appointment Date Cessation
SARTHI SCK ADVISORS LLP AAM-5694 Partner 2018-05-07 Ongoing
COTYLEDON GREENS PRIVATE LIMITED U01100MH2019PTC333596 Director 2019-11-26 Ongoing
NEOPOLITAN PIZZA AND FOODS LIMITED U24123GJ2011PLC063940 Additional Director - 2014-11-14
SARTHI CAPITAL SERVICES PRIVATE LIMITED U65990DL2012PTC237142 Director - 2012-09-05
ACEPRO ADVISORS PRIVATE LIMITED U65999MH2010PTC204232 Additional Director - 2014-09-30
ACEPRO ADVISORS PRIVATE LIMITED U65999MH2010PTC204232 Director 2014-09-30 Ongoing
INVESTSMART INSURANCE AGENCY PRIVATE LIMITED U66030MH2001PTC133072 Additional Director - 2008-09-12
SARTHI FINANCIALS SERVICES PRIVATE LIMITED U67190DL2009PTC187401 Director 2009-02-09 Ongoing
ACEPRO FINANCE PRIVATE LIMITED U67190MH2017PTC302367 Director 2017-12-01 Ongoing
SARTHIWM PROMOTERS PRIVATE LIMITED U70200DL2010PTC202787 Director 2010-05-18 Ongoing
SARTHI ANGELS VENTURE FOUNDATION U93000DL2013NPL256068 Director 2013-07-30 Ongoing
Other Directorships of DEEPALI SHARMA
Company Name CIN Designation Appointment Date Cessation
COTYLEDON GREENS PRIVATE LIMITED U01100MH2019PTC333596 Additional Director - 2021-11-25
COTYLEDON GREENS PRIVATE LIMITED U01100MH2019PTC333596 Director 2021-11-25 Ongoing
ACEPRO ADVISORS PRIVATE LIMITED U65999MH2010PTC204232 Additional Director - 2022-09-29
ACEPRO ADVISORS PRIVATE LIMITED U65999MH2010PTC204232 Director 2022-08-29 Ongoing
ACEPRO ADVISORS PRIVATE LIMITED U65999MH2010PTC204232 Director - 2015-06-05
SARTHI FINANCIALS SERVICES PRIVATE LIMITED U67190DL2009PTC187401 Director 2011-01-10 Ongoing
ACEPRO FINANCE PRIVATE LIMITED U67190MH2017PTC302367 Additional Director - 2022-09-30
ACEPRO FINANCE PRIVATE LIMITED U67190MH2017PTC302367 Director 2022-08-29 Ongoing
SARTHIWM PROMOTERS PRIVATE LIMITED U70200DL2010PTC202787 Additional Director - 2019-09-30
SARTHIWM PROMOTERS PRIVATE LIMITED U70200DL2010PTC202787 Director 2019-09-30 Ongoing
SARTHI ANGELS VENTURE FOUNDATION U93000DL2013NPL256068 Additional Director - 2022-09-30
SARTHI ANGELS VENTURE FOUNDATION U93000DL2013NPL256068 Director 2022-03-30 Ongoing

CIN Company Name Company Address
U70200DL2010PTC202787 SARTHIWM PROMOTERS PRIVATE LIMITED 411, PRATAP BHAWAN, 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U67190DL2009PTC187401 SARTHI FINANCIALS SERVICES PRIVATE LIMITED 411, PRATAP BHAWAN, 5, BAHADUR SHAH ZAFAR MARG , New Delhi, Delhi, India - 110002
U55101DL2014PTC267920 SUPERB GOAN PRIVATE LIMITED 5-B, Pratap Bhawan Bahadur Shah Zafar Marg, New Delhi , New Delhi, Delhi, India - 110002
U62099DL2023PTC415259 BORROWBUDDY E-SERVICE PRIVATE LIMITED M-3 Pratap Bhawan,,5 Bahadur Shah Zafar Marg,New Delhi,Central Delhi,Delhi,110002-India
U51109DL1998PTC403969 GENESIS INDUSTRIES PRIVATE LIMITED M-3 Pratap Bhawan,5 Bahadur Shah Zafar Marg,New Delhi,Central Delhi,Delhi,110002-India
U51909DL2012PTC427121 GENESIS COMTRADE PRIVATE LIMITED M-3, PRATAP BHAWAN,5, BAHADUR SHAH ZAFAR MARG,New Delhi,Central Delhi,Delhi,110002-India
U67120DL1997PTC437254 INDIAN PORTFOLIO PRIVATE LTD M-2, Pratap Bhawan,5 Bahadur Shah Zafar Marg,New Delhi,Central Delhi,Delhi,110002-India
U70100DL2012PTC403442 VINEET INFRASTRUCTURE PRIVATE LIMITED M-3 Pratap Bhawan,5 Bahadur Shah Zafar Marg,New Delhi,Central Delhi,Delhi,110002-India
ACH-5239 FOURFOLD ENDEAVOUR LLP FLAT NO 101, 1ST FLOOR, PRATAP BHAWAN,5, BAHADUR SHAH ZAFAR MARG,New Delhi,Central Delhi,Delhi,India-110002
U14290DL2011PTC220023 COLOURS METALS PRIVATE LIMITED 5, PRATAP BHAWAN BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
AAE-5709 GOOD TRADE BUSINESS SOLUTIONS LLP 401 PRATAP BHAWAN-5 BAHADUR SHAH ZAFAR MARG New Delhi, Delhi, India - 110002
AAQ-0344 ASHITA MERCHANDISE LLP 410, PRATAP BHAWAN 5, BAHADUR SHAH ZAFAR MARG NEW DELHI, Delhi, India - 110002
U74900DL2015PTC286095 MILESTONE PRAKRITI PRIVATE LIMITED 5, PRATAP BHAWAN,BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U85310DL2019PTC346682 AMARBHARTI LIFECARE PRIVATE LIMITED PRATAP BHAWAN, 5 BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
AAW-5669 J K MONGA & ASSOCIATES LLP G 8, Pratap Bhawan, 5 Bahadur Shah Zafar Marg NEW DELHI, Delhi, India - 110002
U45200DL2007PTC159550 SHREYA INFRATECH PRIVATE LIMITED 413, PRATAP BHAWAN 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U40109DL2007PTC160009 SHREYA POWERGEN PRIVATE LIMITED 413, PRATAP BHAWAN 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U40109DL2007PTC160050 SHREYA POWERSERVE PRIVATE LIMITED 413, PRATAP BHAWAN 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U51100DL1992PTC051437 ASHITA MERCHANDISE PRIVATE LIMITED 410, PRATAP BHAWAN 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U72200DL1999PTC099661 SOFTPRO SERVICES PRIVATE LIMITED 413, PRATAP BHAWAN 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U67120DL1995PLC069702 MANSUKH FINVEST LIMITED 308, PRATAP BHAWAN 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U72300DL2010PTC203779 DEGREE 360 SOFTWARES PRIVATE LIMITED 114, PRATAP BHAWAN 5 BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U70100DL2007PTC159638 SHREYA REALTECH PRIVATE LIMITED 413, PRATAP BHAWAN 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U74999DL2007PTC160434 PSP REALTECH PRIVATE LIMITED 413 PRATAP BHAWAN 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U74120DL2009PTC194830 SIRDISAI FINANCIAL ADVISORS PRIVATE LIMITED 410, PRATAP BHAWAN 5, BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U74120DL2010PTC199054 SWIFT SERVICES PRIVATE LIMITED 413,PRATAP BHAWAN 5,BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U74899DL1978PTC009114 SUPERB ADVERTISERS PRIVATE LIMITED 5-B, Pratap Bhawan Bahadur Shah Zafar Marg , New Delhi, Delhi, India - 110002
U27109DL2003PTC123229 DASNA STEELS PRIVATE LIMITED 108-109 PRATAP BHAWAN 5 BAHADUR SHAH ZAFAR MARG , NEW DELHI, Delhi, India - 110002
U17301DL2009PTC190031 DESTINATION MATERNITY APPAREL PRIVATE LIMITED G-9, Pratap Bhawan 5 Bahadur Shah Zafar Marg , New Delhi, Delhi, India - 110002

Charge ID Charge Creation Date Charge Modification Date Charge Closure Date Assets Under Charge Amount Charge Holder

  • Email ID
  • Website
  • Address

This information shows products and services that contribute highest to the company's revenue. Analysing this over a period of time can show the evolution of the company in terms of the products and services it offers.

Financial Year Business Activity Code Business Activity Description Percentage of Turnover

Financial information is availalbe only if it has been filed by the company. If the company has not filed its returns, financials for the defaulting period will not be available.

2024-03-31 2023-03-31 2022-03-31 2021-03-31 2020-03-31 2019-03-31 2018-03-31 2017-03-31 2016-03-31 2015-03-31 2014-03-31 2013-03-31 2012-03-31
Download Audited Financials
EQUITY AND LIABILITIES
   Shareholder's funds
      Share Capital
      Reserves & Surplus
      Money Received Against Share Warrants
   Share Application Money Pending Allotment
   Non-current Liabilities
      Long-term borrowings
      Deferred tax liabilities
      Other Long Term Liabilities
      Long Term Provisions
   Current Liabilities
      Short-term borrowings
      Trade Payables
      Other Current Liabilities
      Short Term Provisions
Total Equity and Liabilities
ASSETS
   Non-current Assets
      Fixed Assets
         Tangible Assets
         Intangible Assets
         Capital Work In Progress
         Intangible Assets Under Development
      Non-current Investments
      Deferred Tax Assets (net)
      Long-term Loans & Advances
      Other Non-current Assets
   Current Assets
      Current Investments
      Inventories
      Trade receivables
      Cash & Cash Equivalents
      Short-term Loans & Advances
      Other Current Assets
Total Assets

Financial information is availalbe only if it has been filed by the company. If the company has not filed its returns, financials for the defaulting period will not be available.

2024-03-31 2023-03-31 2022-03-31 2021-03-31 2020-03-31 2019-03-31 2018-03-31 2017-03-31 2016-03-31 2015-03-31 2014-03-31 2013-03-31 2012-03-31
Download Audited Financials
REVENUE FROM OPERATIONS
   Domestic Turnover
      Sale of Goods Manufactured
      Sale of Goods Traded
      Sale of Supple of Services
   Export Turnover
      Sale of Goods Manufactured
      Sale of Goods Traded
      Sale or Supply of Services
   Other Income
Total Revenue From Operations
EXPENSES
   Cost of Materials Consumed
   Purchases of Stock in Trade
   Change in Inventories of
      Finished Goods
      Work in Progress
      Stock in Trade
   Employee benefit Expenses
   Managerial Remuneration
   Payment to Auditors
   Insurance Expenses
   Power & Fuel
   Finance Cost
   Depreciation & Amortization Expenses
   Other Expenses
Total Expenses
Profit before Exceptional Items, Extraordinary Items and Tax
   Exceptional Items
Profit before Extraordinary items and Tax
   Extraordinary Items
Profit before Tax
   Tax Expense
      Current Tax
      Deferred Tax
Profit/Loss after Tax from Continuing Operations
Profit/Loss after Tax from Discontinuing Operations
   Tax Expense of Discontinuing Operations
Total Profit/Loss
Earnings per Equity Share (EPS) before Extraordinary Items
   Basic
   Diluted
Earnings per Equity Share (EPS) after Extraordinary Items
   Basic
   Diluted

This section contains details of cash raised by allocation of equity or debentures. All types of fund raising acitivity is listed here including funding raised through Venture Capital. Attachments would contain further details of the fund raising activity including names of the investors. This information is available only if the company has raised funds through cash allotment of equity or debentures.

Date of Allotment Securities Alloted Terms Number of Securities Nominal Amount Premium Amount Due & Payable Premium Amount Paid Total Discount Amount to be Paid on Calls (Excluding Premium) Attachments

This section contains list of associate companies and joint ventures as per the most recently available annual returns. This information would not be available if the company has not filed annual returns at all or it does not have any subsidiaries or joint ventures.

Company Identifier Name Percentage of Shares Held

This section contains list of board resolutions reported by the company to the Registrar of Companies.

Date of Filing Date of Dispatch of Notice Date of Passing Resolution Section (Companies Act 2013) Section (Companies Act 1956) Subject Matter of Resolution Resolution Agreed By Resolution Type Additional Documents

This section contains auditors of a company over the years. This information is available if the company has filed their annual returns with the Registrar of Companies.

Financial Year Name of Auditor or Firm PAN of Auditor or Firm Membership Number / Registration Number Name of Auditor Signing Report Membership Number of Auditor Signing Report

As on: 2026-07-13

Is this information out of date or is there a discrepancy with the information? Click on the Update Information button below and we will review the information.

Purchase our hand crafted financial report for $ 9.99