A. K. Wealth Management Private Limited

A. K. Wealth Management Private Limited - financial services in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
CIN U74140MH2006PTC165653 Incorporated 20 November 2006 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Private Limited Company financial services
Data last updated
Revenue · FY 2023
₹3.78 Cr
▲ 33.38% YoY
Authorised capital
₹3 Cr
Registered with MCA
Paid-up capital
₹2.25 Cr
Issued & subscribed
Company age
20 yrs
Est. 2006
Employees · EPFO
6
Provident fund records
Directors on board
3
As per MCA filings
Active GSTINs
1
GST registered
Last financials
Mar 2025
Balance sheet date

About A. K. Wealth Management Private Limited

Data last updated:

A. K. Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India, a subsidiary of A K Capital Services Limited. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 20 November 2006 and has been in existence for over 20 years.

The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74140MH2006PTC165653. Its GSTIN is 27AAGCA0105K1Z1 (Maharashtra).

The company has an authorised share capital of ₹3 Cr and a paid-up capital of ₹2.25 Cr. It is led by directors including Aditi Mittal and Vikas Santosh Jain.

Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at 603 6th Floor Windsor Off Cst Road Kalina Santacruz (East), Mumbai, Maharashtra, India – 400098.

As per the financials filed for FY 2023, the company reported a revenue of ₹3.78 Cr, a growth of 33.38% compared to the previous year.

The company has about 6 employees on its provident fund (EPFO) records. Its group structure includes 1 subsidiary.

The company has 2 deals on record (2 secondary share transfers); the latest was in September 2017.

The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website akgroup.co.in.

Company details

CIN U74140MH2006PTC165653
Registration Number 165653
Incorporation Date 20 November 2006
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
Parent Company A K Capital Services Limited
Compliance Status Active Compliant

Contact details

A. K. Wealth Management Private Limited's registered office is in Mumbai, Maharashtra. Its website is akgroup.co.in. Its e-mail address and telephone number are in the company report.

  • Email
  • Telephone
  • Registered Address
    603 6th Floor Windsor Off Cst Road Kalina Santacruz (East), Mumbai, Maharashtra, India – 400098
  • Industry
    Financial Services, Portfolio Management Services

To see the full contact details of A. K. Wealth Management Private Limited, buy the company report.

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  • Legal cases, compliance and MCA filings
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Business activity

A. K. Wealth Management operates primarily in the financial and insurance service sector. 2 business activities are registered with the MCA.

Main activity groupBusiness activityShare of turnover
Financial and insurance ServiceFinancial Advisory, brokerage and Consultancy Services
Financial and insurance ServiceOther financial activities

To see the full business activity and turnover split of A. K. Wealth Management Private Limited, buy the company report.

Financials of A. K. Wealth Management Private Limited

FY 2025 filings available

A. K. Wealth Management Private Limited reported revenue of ₹3.78 Cr (up 33.38% YoY) for FY 2023.

Revenue · FY 2023
₹3.78 Cr ▲ 33.38%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▲ 33.38%

Revenue rose 33.38% in the latest year. All are worked out from the filed statements.

Financial Statement Summary

MetricsFY 2022-23FY 2021-22FY 2020-21FY 2019-20FY 2018-19
Profit and Loss Statement
Revenue from Operations
Other Income
Total Revenue₹3.78 Cr
Cost of Materials Consumed
Employee Benefit Expense
Finance Costs
Depreciation and Amortisation
Other Expenses
Total Expenses
EBITDA
Profit Before Tax
Tax Expense
Net Profit (PAT)
Balance Sheet
Share Capital
Reserves and Surplus
Net Worth (Total Equity)
Long-term Borrowings
Short-term Borrowings
Trade Payables
Total Liabilities
Fixed Assets
Investments
Inventories
Trade Receivables
Cash and Bank Balance
Total Assets

Financial Ratios

MetricsFY 2022-23FY 2021-22FY 2020-21FY 2019-20FY 2018-19
Profitability
EBITDA Margin
Net Profit Margin
Return on Equity (ROE)
Return on Capital Employed (ROCE)
Return on Assets (ROA)
Liquidity and Debt
Current Ratio
Quick Ratio
Debt-to-Equity Ratio
Interest Coverage Ratio
Efficiency and Growth
Asset Turnover
Receivable Days
Payable Days
Inventory Days
Revenue Growth
Net Profit Growth

To see the full financial statements and ratios of A. K. Wealth Management Private Limited, buy the company report.

Board of directors of A. K. Wealth Management Private Limited

A. K. Wealth Management has 3 current directors and 7 former directors. Current directors are listed first, with their designation and appointment date.

Current Directors
NameDesignationAppointment DateTenureStatus
Aditi MittalDirector20 Nov 200619 Years 11 MonthsCurrent
Vikas Santosh JainDirector01 May 20233 Years 5 MonthsCurrent
Shraddha Gaurav Joshi KuteAdditional Director20 Oct 20251 Years 0 MonthsCurrent

Auditor

A. K. Wealth Management Private Limited is audited by JANGID & ASSOCIATES for the financial year 2018.

Auditor firmFinancial yearFirm registration number
JANGID & ASSOCIATESFY 2018104045W

Shareholding

The shareholding of A. K. Wealth Management Private Limited is on record for 5 financial years, the latest being FY 2023, split between promoters, domestic institutions, foreign institutions, public shareholders and others.

Shareholder categoryFY 2023FY 2022FY 2021FY 2020FY 2019
Promoters
Domestic institutional investors (DII)
Foreign institutional investors (FII)
Public
Others

To see the full shareholding pattern of A. K. Wealth Management Private Limited, buy the company report.

Deals & funding

A. K. Wealth Management Private Limited has 2 deals on record (2 secondary share transfers); the latest was in September 2017.

Total deals
2
Secondary share transfers
2

Deals on record (2 of 2)

WhenDealAmountParties
Sep 2017Secondary share transferUndisclosedBuyer: an individual
Seller: an individual
Sep 2010Secondary share transferUndisclosedBuyer: AK Capital Finance, 3 individuals
Seller: AK Capital Finance, an individual

Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.

MSME payment delays

No delayed payments to MSME suppliers are on our record for A. K. Wealth Management Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.

Group structure & subsidiaries

A. K. Wealth Management has 1 subsidiary company. This group structure data is as of FY 2023. The table lists each entity with its relationship and holding.

1
Subsidiary companies
Key subsidiaries
Company NameCINShares held
A. K. Alternative Asset Managers Private LimitedU67110MH2022PTC395689

To see the full group structure of A. K. Wealth Management Private Limited, buy the company report.

Employees & EPFO

A. K. Wealth Management Private Limited has a workforce of 6 employees on its EPFO records as of Mar 30, 2024, across 1 active EPFO establishment.

Employee count
6
Active EPFO establishments
1
Employee growth
-14.29%

GST

A. K. Wealth Management has 1 GST registration: 1 active.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
27AAGCA0105K1Z1MaharashtraActive01 Jul 2017

To see the full GST registrations and return filing status of A. K. Wealth Management Private Limited, buy the company report.

Recent activity

A. K. Wealth Management Private Limited has 11 board changes on record since 2006: 4 appointments and 7 cessations. The latest: Shraddha Gaurav Joshi Kute was appointed as Additional Director on 20 Oct 2025.

Appointed
Shraddha Gaurav Joshi Kute was appointed as Additional Director.
AGM
A. K. Wealth Management Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
A. K. Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai.
Ceased
Vikram Puri ceased to be Additional Director.
Appointed
Vikram Puri was appointed as Director.
Ceased
Vikas Santosh Jain ceased to be Additional Director.
Appointed
Vikas Santosh Jain was appointed as Director.
Ceased
Ankit Gajanand Gupta ceased to be Director.
Ceased
Harit Oberoi ceased to be Additional Director.
Ceased
Atul Kumar Mittal ceased to be Director.
Ceased
Kavita Garg ceased to be Additional Director.
Ceased
Aditi Mittal ceased to be Director.

2 earlier events are in the company report.

Frequently asked questions

A. K. Wealth Management is an active private limited company based in Mumbai, Maharashtra, India. The company works in portfolio management services, within the financial services industry. It was incorporated on 20 November 2006 (20+ years old) and is registered under CIN U74140MH2006PTC165653.

A. K. Wealth Management has 3 current directors:

The latest financial statements of A. K. Wealth Management on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from 2015 are in the company report.

The GSTIN of A. K. Wealth Management is 27AAGCA0105K1Z1, registered in Maharashtra.

The CIN (Corporate Identification Number) of A. K. Wealth Management is U74140MH2006PTC165653. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

A. K. Wealth Management was incorporated on 20 November 2006, making it 20+ years old. It is registered with the Registrar of Companies, Mumbai.

A. K. Wealth Management has 2 deals on record (2 secondary share transfers); the latest was in September 2017.

Shraddha Gaurav Joshi Kute was appointed as Additional Director on 20 Oct 2025. Vikram Puri ceased to be Additional Director on 13 Sep 2024. Vikram Puri was appointed as Director on 22 Aug 2024. A. K. Wealth Management has 11 board changes on record in total.

A. K. Wealth Management can be reached through the website akgroup.co.in. Its registered office is in Mumbai, Maharashtra, India.

The registered office of A. K. Wealth Management is at 603 6th Floor Windsor Off Cst Road Kalina Santacruz East, Mumbai, Maharashtra, India – 400098.