Strategic Wealth Advisors Private Limited
About Strategic Wealth Advisors Private Limited
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Strategic Wealth Advisors Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the financial auxiliary services segment of the financial services sector. It was incorporated on 28 May 2004 and has been in existence for over 22 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67120MH2004PTC146605.
The company has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹5 Lakh. It is led by directors Paras Prabhudas Bhinde and Jayesh Hirachand Momaya.
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 5 Shree Buildingwaljiladha Cross Road Mulund West, Mumbai, Maharashtra, India – 400080.
As per the financials filed for FY 2025, the company reported a revenue of ₹48,849, a growth of 1% compared to the previous year. For the same year it recorded a net profit of ₹20,884 (net margin 42.8%) and EBITDA of ₹28,229 (EBITDA margin 57.8%). Revenue has declined at a compounded annual rate (CAGR) of 14% over three years and 2% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Strategic Wealth 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 Address5 Shree Buildingwaljiladha Cross Road Mulund West, Mumbai, Maharashtra, India – 400080
- IndustryFinancial Services, Auxiliary To Financial Intermediatory
To see the full contact details of Strategic Wealth Advisors 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
Financials of Strategic Wealth Advisors Private Limited
FY 2025 filings availableStrategic Wealth Advisors Private Limited reported revenue of ₹48,849 (up 1% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue rose 1% in the latest year, though over five years it has declined at a compounded annual rate (CAGR) of 2%. EBITDA fell 5% 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 | ₹28,229 | ||||
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| Net Profit (PAT) | ₹20,884 | ||||
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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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| EBITDA Margin | 57.8% | ||||
| Net Profit Margin | 42.8% | ||||
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To see the full financial statements and ratios of Strategic Wealth Advisors Private Limited, buy the company report.
Board of directors of Strategic Wealth Advisors Private Limited
Strategic Wealth Advisors has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Paras Prabhudas Bhinde | Director | 28 May 2004 | 22 Years 4 Months | Current |
| Jayesh Hirachand Momaya | Director | 28 May 2004 | 22 Years 4 Months | Current |
Auditor
Strategic Wealth Advisors Private Limited is audited by KDS & CO. for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| KDS & CO. | FY 2017 | 117370W |
Shareholding
The shareholding of Strategic Wealth Advisors Private Limited is on record for 2 financial years, the latest being FY 2017, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2017 | FY 2016 |
|---|---|---|
| Promoters | ||
| Domestic institutional investors (DII) | ||
| Foreign institutional investors (FII) | ||
| Public | ||
| Others |
To see the full shareholding pattern of Strategic Wealth Advisors Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Strategic Wealth Advisors 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 Strategic Wealth Advisors Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
No GST registration is on our record for Strategic Wealth Advisors Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Strategic Wealth Advisors Private Limited has 2 board changes on record since 2004: 2 appointments. The latest: Jayesh Hirachand Momaya was appointed as Director on 28 May 2004.
Frequently asked questions
Strategic Wealth Advisors is an active private limited company based in Mumbai, Maharashtra, India. The company works in auxiliary to financial intermediatory, within the financial services industry. It was incorporated on 28 May 2004 (22+ years old) and is registered under CIN U67120MH2004PTC146605.
Strategic Wealth Advisors has 2 current directors:
- Paras Prabhudas Bhinde - Director
- Jayesh Hirachand Momaya - Director
The latest financial statements of Strategic Wealth 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 CIN (Corporate Identification Number) of Strategic Wealth Advisors is U67120MH2004PTC146605. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Strategic Wealth Advisors was incorporated on 28 May 2004, making it 22+ years old. It is registered with the Registrar of Companies, Mumbai.
Jayesh Hirachand Momaya was appointed as Director on 28 May 2004. Paras Prabhudas Bhinde was appointed as Director on 28 May 2004.
The registered office of Strategic Wealth Advisors is at 5 Shree Buildingwaljiladha Cross Road Mulund West, Mumbai, Maharashtra, India – 400080.
Strategic Wealth Advisors operates in the financial services industry, in the auxiliary to financial intermediatory segment.
The compliance status of Strategic Wealth Advisors is compliant as of 27 August 2026. The company is actively filing with the Registrar of Companies.
Strategic Wealth Advisors can be reached at its registered office: 5 Shree Buildingwaljiladha Cross Road Mulund West, Mumbai, Maharashtra, India – 400080.