About Investsavvy Portfolio Management LLP
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Investsavvy Portfolio Management LLP is a limited liability partnership (LLP) based in Mumbai, Maharashtra, India. It operates in the financial intermediatory segment of the financial services sector. It was incorporated on 15 September 2021 and has been in existence for over 5 years.
The LLP is registered with the Registrar of Companies (ROC), Mumbai, under LLPIN AAY-6070. Its GSTIN is 27AAIFI9868E1ZU (Maharashtra).
The LLP has a total obligation of contribution of ₹10 Cr. It is led by designated partners including Ashish Goel and Alankrita Goel.
Its latest statement of accounts is for the year ended 31 March 2025. The registered office is at Mumbai, Maharashtra.
As per the financials filed for FY 2024, the LLP reported a revenue of ₹2.7 Cr, reflecting significant growth compared to the previous year. For the same year it recorded a net profit of ₹1.12 Cr (net margin 41.3%) and EBITDA of ₹29.93 Lakh (EBITDA margin 11.1%).
The LLP has about 2 employees on its provident fund (EPFO) records.
For more details, the LLP can be reached via its website investsavvy.in.
Company details
Contact details
Investsavvy Portfolio Management LLP's registered office is in Mumbai, Maharashtra. Its website is investsavvy.in. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Registered AddressFloor No – 14 1404 – B Wing, Naman Midtown Senapati Bapat Marg, Mumbai, Maharashtra, India – 400013
- IndustryFinancial Services, Financial Intermediatory
To see the full contact details of Investsavvy Portfolio Management LLP, 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
Financials of Investsavvy Portfolio Management LLP
FY 2025 filings availableInvestsavvy Portfolio Management LLP reported revenue of ₹2.7 Cr (up 202% YoY) for FY 2024.
Compounded Annual Growth Rate (CAGR)
Revenue rose 202% in the latest year. All are worked out from the filed statements.
Financial Statement Summary
| Statement of Account and Solvency | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|
| Income and Expenditure | |||
| Turnover | |||
| Other Income | |||
| Total Income | ₹2.7 Cr | ||
| Purchases and Direct Costs | |||
| Personnel Expenses | |||
| Administrative Expenses | |||
| Interest | |||
| Depreciation | |||
| Total Expenses | |||
| Profit Before Tax | |||
| Tax | |||
| Profit After Tax | ₹1.12 Cr | ||
| Profit Transferred to Partners | |||
| Assets and Liabilities | |||
| Partners' Contribution | |||
| Reserves and Surplus | |||
| Secured Loans | |||
| Unsecured Loans | |||
| Trade Payables | |||
| Other Liabilities and Provisions | |||
| Total Liabilities | |||
| Fixed Assets | |||
| Investments | |||
| Loans and Advances | |||
| Inventories | |||
| Trade Receivables | |||
| Cash and Bank Balance | |||
| Total Assets | |||
Financial Ratios
| Statement of Account and Solvency | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|
| Profitability | |||
| Net Profit Margin | 41.3% | ||
| Return on Partners' Funds | |||
| Return on Assets | |||
| Liquidity and Debt | |||
| Current Ratio | |||
| Debt to Partners' Funds | |||
| Interest Coverage | |||
| Efficiency and Growth | |||
| Asset Turnover | |||
| Receivable Days | |||
| Turnover Growth | |||
| Profit Growth | |||
To see the full financial statements and ratios of Investsavvy Portfolio Management LLP, buy the company report.
Designated partners of Investsavvy Portfolio Management LLP
Investsavvy Portfolio Management has 3 designated partners on record. No former designated partners are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Ashish Goel Also directs: Shaping Tomorrow Consultants LLP | Designated Partner | 15 Sep 2021 | 5 Years 1 Months | Current |
| Alankrita Goel | Designated Partner | 15 Sep 2021 | 5 Years 1 Months | Current |
| Anurag Goel Also directs: Shaping Tomorrow Consultants LLP | Designated Partner | 15 Sep 2021 | 5 Years 1 Months | Current |
Legal cases
No court or tribunal cases involving Investsavvy Portfolio Management LLP 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 Investsavvy Portfolio Management LLP; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
Employees & EPFO
Investsavvy Portfolio Management LLP has a workforce of 2 employees on its EPFO records as of Mar 29, 2025, across 1 active EPFO establishment.
GST
Investsavvy Portfolio Management has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AAIFI9868E1ZU | Maharashtra | Active | 23 Apr 2022 |
To see the full GST registrations and return filing status of Investsavvy Portfolio Management LLP, buy the company report.
Recent activity
Investsavvy Portfolio Management LLP has 3 designated partner changes on record since 2021: 3 appointments. The latest: Alankrita Goel was appointed as Designated Partner on 15 Sep 2021.
Frequently asked questions
Investsavvy Portfolio Management is an active limited liability partnership based in Mumbai, Maharashtra, India. The LLP works in financial intermediatory, within the financial services industry. It was incorporated on 15 September 2021 (5+ years old) and is registered under LLPIN AAY-6070.
Investsavvy Portfolio Management has 3 current designated partners:
- Ashish Goel - Designated Partner
- Alankrita Goel - Designated Partner
- Anurag Goel - Designated Partner
The latest financial statements of Investsavvy Portfolio Management on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 31 March 2025. Year-wise statements from FY 2022 are in the company report.
The GSTIN of Investsavvy Portfolio Management is 27AAIFI9868E1ZU, registered in Maharashtra.
The LLPIN (Limited Liability Partnership Identification Number) of Investsavvy Portfolio Management is AAY-6070. It is issued by the Ministry of Corporate Affairs and uniquely identifies the LLP in India.
Investsavvy Portfolio Management was incorporated on 15 September 2021, making it 5+ years old. It is registered with the Registrar of Companies, Mumbai.
Alankrita Goel was appointed as Designated Partner on 15 Sep 2021. Anurag Goel was appointed as Designated Partner on 15 Sep 2021. Ashish Goel was appointed as Designated Partner on 15 Sep 2021.
Investsavvy Portfolio Management can be reached through the website investsavvy.in. Its registered office is in Mumbai, Maharashtra, India.
The registered office of Investsavvy Portfolio Management is at Floor No – 14 1404 – B Wing, Naman Midtown Senapati Bapat Marg, Mumbai, Maharashtra, India – 400013.
Investsavvy Portfolio Management operates in the financial services industry, in the financial intermediatory segment.