Moneytree Advisors Private Limited

Moneytree Advisors Private Limited - financial services in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
CIN U74140MH2008PTC185088 Incorporated 25 July 2008 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Private Limited Company financial services
Data last updated
Revenue · FY 2025
₹6.66 Lakh
▼ 86% YoY
Net profit · FY 2025
₹2.27 Lakh
Net margin 34%
EBITDA · FY 2025
₹3.05 Lakh
EBITDA margin 45.8%
Authorised capital
₹1 Lakh
Registered with MCA
Paid-up capital
₹1 Lakh
Issued & subscribed
Company age
18 yrs
Est. 2008
Directors on board
3
As per MCA filings
Active GSTINs
1
GST registered

About Moneytree Advisors Private Limited

Data last updated:

Moneytree Advisors Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 25 July 2008 and has been in existence for over 18 years.

The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74140MH2008PTC185088. Its GSTIN is 27AAFCM6916M1ZZ (Maharashtra).

The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors including Odaiyalur Venkataraman Srinivasan and Srinivasan Venkataraman.

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 801 – 802 11th Floor Ekta Oculus N.B. Patil Marg Moti Baug Park Chembur (East), Mumbai, Maharashtra, India – 400071.

As per the financials filed for FY 2025, the company reported a revenue of ₹6.66 Lakh, a decline of 86% compared to the previous year. For the same year it recorded a net profit of ₹2.27 Lakh (net margin 34%) and EBITDA of ₹3.05 Lakh (EBITDA margin 45.8%). Revenue has grown at a compounded annual rate (CAGR) of 34% over three years and 126% over five years.

The current compliance status is marked as compliant by the Registrar of Companies.

Company details

CIN U74140MH2008PTC185088
Registration Number 185088
Incorporation Date 25 July 2008
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
Compliance Status Active Compliant

Contact details

Moneytree Advisors Private Limited's registered office is in Mumbai, Maharashtra. Its e-mail address and telephone number are in the company report.

  • Email
  • Telephone
  • Registered Address
    801 – 802 11th Floor Ekta Oculus N.B. Patil Marg Moti Baug Park Chembur (East), Mumbai, Maharashtra, India – 400071
  • Industry
    Financial Services, Diversified Financial Services

To see the full contact details of Moneytree Advisors Private Limited, buy the company report.

Comprehensive company report
Moneytree Advisors Private Limited - one report that includes everything
  • 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
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Business activity

The main business activity of Moneytree Advisors is financial and insurance service. In detail, this covers other financial activities.

Main activity group codeMain activityBusiness activity codeBusiness activityShare of turnover
KFinancial and insurance ServiceK8Other financial activities

To see the full business activity and turnover split of Moneytree Advisors Private Limited, buy the company report.

Financials of Moneytree Advisors Private Limited

FY 2025 filings available

Moneytree Advisors Private Limited reported revenue of ₹6.66 Lakh (down 86% YoY) for FY 2025.

Revenue · FY 2025
₹6.66 Lakh ▼ 86%
Net profit · FY 2025
₹2.27 Lakh margin 34%
EBITDA · FY 2025
₹3.05 Lakh margin 45.8%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▼ 86%
3 years · compounded
▼ 34%
5 years · compounded
▲ 126%
EBITDA CAGR growth
1 year
▼ 65%
3 years · compounded
▲ 623%
5 years · compounded
▲ 130%

Revenue fell 86% in the latest year, but over five years it has grown at a compounded annual rate (CAGR) of 126%. EBITDA fell 65% 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

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21
Profit and Loss Statement
Revenue from Operations
Other Income
Total Revenue
Cost of Materials Consumed
Employee Benefit Expense
Finance Costs
Depreciation and Amortisation
Other Expenses
Total Expenses
EBITDA₹3.05 Lakh
Profit Before Tax
Tax Expense
Net Profit (PAT)₹2.27 Lakh
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 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21
Profitability
EBITDA Margin45.8%
Net Profit Margin34%
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 Moneytree Advisors Private Limited, buy the company report.

Board of directors of Moneytree Advisors Private Limited

Moneytree Advisors has 3 directors on record. No former directors are listed.

Current Directors
NameDesignationAppointment DateTenureStatus
Odaiyalur Venkataraman SrinivasanDirector25 Jul 200818 Years 3 MonthsCurrent
Srinivasan VenkataramanDirector25 Jul 200818 Years 3 MonthsCurrent
Sarala SrinivasanDirector25 Jul 200818 Years 3 MonthsCurrent

Peer comparison

Moneytree Advisors Private Limited is compared with the 4 companies closest to it by revenue in the BFSI industry (Other Financial Services), with the same principal business activity (other financial activities), from the latest filed financials of each company.

CompanyRevenueNet profitMarginGrowth (1 yr)EmployeesLocation
Hryn Mutual Benefit Nidhi Limited₹6.66 Lakh (FY 2022)145.0%Gurugram, Haryana, India
Maritime Merchants Pvt. Ltd.₹6.66 Lakh (FY 2017)7.0%Kolkata, West Bengal, India
Trideep Projects Private Limited₹6.66 Lakh (FY 2020)700.0%Kolkata, West Bengal, India
Moneytree Advisors Private Limitedthis company₹6.66 Lakh (FY 2025)₹2.27 Lakh34%-86.0%Mumbai, Maharashtra, India
N K Textile Industries Ltd₹6.65 Lakh (FY 2019)-97.0%New Delhi, Delhi, India

To see the full peer comparison of Moneytree Advisors Private Limited, buy the company report.

Auditor

Moneytree Advisors Private Limited is audited by A. P. M. H. & Associates LLP for the financial year 2020.

Auditor firmFinancial yearFirm registration number
A. P. M. H. & Associates LLPFY 2020102699W/W100142

Shareholding

The shareholding of Moneytree Advisors Private Limited is on record for 4 financial years, the latest being FY 2020, split between promoters, domestic institutions, foreign institutions, public shareholders and others.

Shareholder categoryFY 2020FY 2017FY 2016FY 2015
Promoters
Domestic institutional investors (DII)
Foreign institutional investors (FII)
Public
Others

To see the full shareholding pattern of Moneytree Advisors Private Limited, buy the company report.

MSME payment delays

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

GST

Moneytree Advisors has 1 GST registration: 1 active.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
27AAFCM6916M1ZZMaharashtraActive01 Jul 2017

To see the full GST registrations and return filing status of Moneytree Advisors Private Limited, buy the company report.

Recent activity

Moneytree Advisors Private Limited has 3 board changes on record since 2008: 3 appointments. The latest: Odaiyalur Venkataraman Srinivasan was appointed as Director on 25 Jul 2008.

AGM
Moneytree Advisors Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
Moneytree Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai.
Appointed
Odaiyalur Venkataraman Srinivasan was appointed as Director.
Appointed
Sarala Srinivasan was appointed as Director.
Appointed
Srinivasan Venkataraman was appointed as Director.
Incorporation
25 Jul 2008
Moneytree Advisors Private Limited was registered on 25 Jul 2008 with Roc Mumbai & aged 18 years 3 months as per MCA records.

Frequently asked questions

Moneytree Advisors 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 25 July 2008 (18+ years old) and is registered under CIN U74140MH2008PTC185088.

Moneytree Advisors has 3 current directors:

The latest financial statements of Moneytree Advisors 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 Moneytree Advisors is 27AAFCM6916M1ZZ, registered in Maharashtra.

The CIN (Corporate Identification Number) of Moneytree Advisors is U74140MH2008PTC185088. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Moneytree Advisors was incorporated on 25 July 2008, making it 18+ years old. It is registered with the Registrar of Companies, Mumbai.

The peers of Moneytree Advisors by revenue are Hryn Mutual Benefit Nidhi Limited, Maritime Merchants Pvt. Ltd, Trideep Projects Private Limited, N K Textile Industries Ltd, all in the BFSI industry (Other Financial Services), with the same principal business activity (other financial activities).

Odaiyalur Venkataraman Srinivasan was appointed as Director on 25 Jul 2008. Sarala Srinivasan was appointed as Director on 25 Jul 2008. Srinivasan Venkataraman was appointed as Director on 25 Jul 2008.

The registered office of Moneytree Advisors is at 801 – 802 11th Floor Ekta Oculus N.B. Patil Marg Moti Baug Park Chembur East, Mumbai, Maharashtra, India – 400071.

Moneytree Advisors operates in the financial services industry, in the diversified financial services segment.

The compliance status of Moneytree Advisors is compliant as of 24 August 2026. The company is actively filing with the Registrar of Companies.