About Invesco Trustee Private Limited
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Invesco Trustee Private Limited is a private limited company based in Mumbai, Maharashtra, India, a subsidiary of Invesco Hong Kong Limited. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 31 May 2005 and has been in existence for over 21 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U65991MH2005PTC153638. Its GSTIN is 27AABCL1626R1Z5 (Maharashtra).
The company has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹5 Lakh. It was formerly known as Religare Invesco Trustee Company Private Limited and Lotus India Trustee Company Private Limited. It is led by directors including Monika Kapil Mohta and Bakul Rajni Patel.
Its last annual general meeting (AGM) was held on 02 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at 2101 – A A Wing 21st Floor Marathon Futurex N. M. Joshi Marg Lower Parel, Mumbai, Maharashtra, India – 400013.
As per the financials filed for FY 2025, the company reported a revenue of ₹1.2 Cr, a growth of 32% compared to the previous year. For the same year it recorded a net profit of ₹27.58 Lakh (net margin 22.9%) and EBITDA of ₹33.81 Lakh (EBITDA margin 28.1%). Revenue has grown at a compounded annual rate (CAGR) of 50% over three years and 27% over five years.
The company has 2 deals on record (2 acquisitions); the latest was in September 2012.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website invescomutualfund.com.
Company details
Name history
Invesco Trustee has undergone 4 name changes throughout its history. The current legal name is Invesco Trustee Private Limited.
| Company Name | Status |
|---|---|
| Invesco Trustee Private Limited | Current |
| Religare Invesco Trustee Company Private Limited | Previous |
| Lotus India Trustee Company Private Limited | Previous |
| Religare Trustee Company Private Limited | Previous |
| Religare Trustee Company Limited | Previous |
CIN history
Invesco Trustee has one previous CIN (Corporate Identification Number): U65991MH2005PLC153638. The current CIN is U65991MH2005PTC153638, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U65991MH2005PTC153638 | Current |
| U65991MH2005PLC153638 | Previous |
Contact details
Invesco Trustee Private Limited's registered office is in Mumbai, Maharashtra. Its website is invescomutualfund.com. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Registered Address2101 – A A Wing 21st Floor Marathon Futurex N. M. Joshi Marg Lower Parel, Mumbai, Maharashtra, India – 400013
- IndustryFinancial Services, Diversified Financial Services
To see the full contact details of Invesco Trustee Private Limited, buy the company report.
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
Business activity
The main business activity of Invesco Trustee is financial and insurance activities. In detail, this covers financial service activities, except insurance and pension funding.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance activities | 64 | Financial service activities, except insurance and pension funding |
To see the full business activity and turnover split of Invesco Trustee Private Limited, buy the company report.
Financials of Invesco Trustee Private Limited
FY 2025 filings availableInvesco Trustee Private Limited reported revenue of ₹1.2 Cr (up 32% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 27% over five years, including 32% growth in the latest year. EBITDA rose 889% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| EBITDA | ₹33.81 Lakh | ||||
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| Net Profit (PAT) | ₹27.58 Lakh | ||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| Profitability | |||||
| EBITDA Margin | 28.1% | ||||
| Net Profit Margin | 22.9% | ||||
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To see the full financial statements and ratios of Invesco Trustee Private Limited, buy the company report.
Board of directors of Invesco Trustee Private Limited
Invesco Trustee has 7 current directors and 17 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Monika Kapil Mohta Also directs: Sopaan SM Advisors Private Limited | Director | 31 Oct 2025 | 0 Years 11 Months | Current |
| Bakul Rajni Patel | Director | 08 Oct 2018 | 8 Years 0 Months | Current |
| Ganesa Iyer Anantharaman | Director | 27 Sep 2019 | 7 Years 1 Months | Current |
| Moses Harding John | Director | 31 Oct 2025 | 0 Years 11 Months | Current |
| Jeremy Charles Simpson | Director | 01 Jan 2021 | 5 Years 9 Months | Current |
| Satyananda Mishra Also directs: Paradeep Phosphates Ltd, 63 Moons Technologies Limited, Ugro Capital Limited and 3 more | Director | 15 Nov 2018 | 7 Years 11 Months | Current |
Auditor
Invesco Trustee Private Limited is audited by Walker Chandiok & Co LLP for the financial year 2023.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| Walker Chandiok & Co LLP | FY 2023 | 001076N/N500013 |
Shareholding
The shareholding of Invesco Trustee 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 category | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of Invesco Trustee Private Limited, buy the company report.
Deals & funding
Invesco Trustee Private Limited has 2 deals on record (2 acquisitions); the latest was in September 2012.
Deals on record (2 of 2)
| When | Deal | Amount | Parties |
|---|---|---|---|
| Sep 2012 | Acquisition | Undisclosed | Buyer: Invesco Hong Kong Limited Seller: Religare Securities Limited |
| Nov 2008 | Acquisition | Undisclosed | Buyer: Religare Securities Limited |
Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.
Legal cases
No court or tribunal cases involving Invesco Trustee Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Invesco Trustee Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Invesco Trustee has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AABCL1626R1Z5 | Maharashtra | Active | 01 Jul 2017 |
To see the full GST registrations and return filing status of Invesco Trustee Private Limited, buy the company report.
Recent activity
Invesco Trustee Private Limited has 24 board changes on record since 2008: 7 appointments and 17 cessations. The latest: Monika Kapil Mohta was appointed as Director on 31 Oct 2025.
15 earlier events are in the company report.
News
Frequently asked questions
Invesco Trustee is an active private limited company based in Mumbai, Maharashtra, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 31 May 2005 (21+ years old) and is registered under CIN U65991MH2005PTC153638.
Invesco Trustee has 7 current directors:
- Monika Kapil Mohta - Director
- Bakul Rajni Patel - Director
- Ganesa Iyer Anantharaman - Director
- Moses Harding John - Director
- Jeremy Charles Simpson - Director
- Satyananda Mishra - Director
- Singamsetty Venkata Murali Dhar Rao - Director
The latest financial statements of Invesco Trustee on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 02 September 2025. Year-wise statements from 2015 are in the company report.
The GSTIN of Invesco Trustee is 27AABCL1626R1Z5, registered in Maharashtra.
The CIN (Corporate Identification Number) of Invesco Trustee is U65991MH2005PTC153638. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Invesco Trustee was incorporated on 31 May 2005, making it 21+ years old. It is registered with the Registrar of Companies, Mumbai.
Invesco Trustee has 2 deals on record (2 acquisitions); the latest was in September 2012.
Monika Kapil Mohta was appointed as Director on 31 Oct 2025. Monika Kapil Mohta ceased to be Additional Director on 31 Oct 2025. Moses Harding John was appointed as Director on 31 Oct 2025. Invesco Trustee has 24 board changes on record in total.
Invesco Trustee can be reached through the website invescomutualfund.com. Its registered office is in Mumbai, Maharashtra, India.
The registered office of Invesco Trustee is at 2101 – A A Wing 21st Floor Marathon Futurex N. M. Joshi Marg Lower Parel, Mumbai, Maharashtra, India – 400013.