Ui Wealth Advisors Private Limited

Ui Wealth Advisors Private Limited - financial services in Mumbai, Maharashtra, India. Directors, charges & compliance details.
CIN U74140MH2008PTC187622 Incorporated 17 October 2008 ROC Mumbai HQ Mumbai, Maharashtra, India
Merged Private Limited Company financial services
Data last updated
Revenue · FY 2023
₹18.7 Lakh
▲ 49% YoY
Net profit · FY 2023
₹19.59 Lakh
Net margin 104.8%
EBITDA · FY 2023
₹18.24 Lakh
EBITDA margin 97.5%
Authorised capital
₹2.1 Cr
Registered with MCA
Paid-up capital
₹2.1 Cr
Issued & subscribed
Company age
18 yrs
Est. 2008
Directors on board
2
As per MCA filings
Active GSTINs
1
GST registered

About Ui Wealth Advisors Private Limited

Data last updated:

Ui Wealth Advisors Private Limited was a private limited company based in Mumbai, Maharashtra, India, operated as a subsidiary of Urban Infrastructure Venture Capital Limited. The company has been amalgamated - it was merged with another entity and no longer exists as a separate legal entity. It operated in the diversified financial services segment of the financial services sector. It was incorporated on 17 October 2008.

The company was registered with the Registrar of Companies (ROC), Mumbai, under CIN U74140MH2008PTC187622. Its GSTIN is 27AABCU0318B1ZY (Maharashtra).

The company had an authorised share capital of ₹2.1 Cr and a paid-up capital of ₹2.1 Cr. It was formerly known as Ui Wealth Advisors Limited. It was led by directors Nirav Mukesh Dholakia and Rajeev Bhandari.

Its last annual general meeting (AGM) was held on 29 September 2023, and its latest financial statements are for the year ended 31 March 2023. The registered office was at Office No. 85 8th Floor Maker Chamber III Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021.

As per the financials filed for FY 2023, the company reported a revenue of ₹18.7 Lakh, a growth of 49% compared to the previous year. For the same year it recorded a net profit of ₹19.59 Lakh (net margin 104.8%) and EBITDA of ₹18.24 Lakh (EBITDA margin 97.5%). Revenue has grown at a compounded annual rate (CAGR) of 1% over three years and 6% over five years.

Court records list 2 cases involving the company, including 2 filed by the company.

Company details

CIN U74140MH2008PTC187622
Registration Number 187622
Incorporation Date 17 October 2008
ROC Mumbai
Listing Status Unlisted
Company Status Amalgamated
Date of Last AGM 29 September 2023
Date of Balance Sheet 31 March 2023
Parent Company Urban Infrastructure Venture Capital Limited
Compliance Status Active Compliant

CIN history

Ui Wealth Advisors has one previous CIN (Corporate Identification Number): U74140MH2008PLC187622. The current CIN is U74140MH2008PTC187622, which is the unique identifier assigned by the Registrar of Companies.

CINStatus
U74140MH2008PTC187622Current
U74140MH2008PLC187622Previous

Contact details

Ui Wealth Advisors Private Limited's registered office is in Mumbai, Maharashtra. Its e-mail address is in the company report.

  • Email
  • Registered Address
    Office No. 85 8th Floor Maker Chamber III Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021
  • Industry
    Financial Services, Diversified Financial Services

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

Comprehensive company report
Ui Wealth 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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Financials of Ui Wealth Advisors Private Limited

FY 2023 filings available

Ui Wealth Advisors Private Limited reported revenue of ₹18.7 Lakh (up 49% YoY) for FY 2023.

Revenue · FY 2023
₹18.7 Lakh ▲ 49%
Net profit · FY 2023
₹19.59 Lakh margin 104.8%
EBITDA · FY 2023
₹18.24 Lakh margin 97.5%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▲ 49%
3 years · compounded
▼ 1%
5 years · compounded
▲ 6%
EBITDA CAGR growth
1 year
▲ 69%
3 years · compounded
▼ 1%
5 years · compounded
▲ 6%

Revenue has grown at a compounded annual rate (CAGR) of 6% over five years, including 49% growth in the latest year. EBITDA rose 69% 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 2022-23FY 2021-22FY 2020-21FY 2019-20FY 2018-19
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₹18.24 Lakh
Profit Before Tax
Tax Expense
Net Profit (PAT)₹19.59 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 2022-23FY 2021-22FY 2020-21FY 2019-20FY 2018-19
Profitability
EBITDA Margin97.5%
Net Profit Margin104.8%
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 Ui Wealth Advisors Private Limited, buy the company report.

Board of directors of Ui Wealth Advisors Private Limited

Ui Wealth Advisors has 2 current directors and 9 former directors. Current directors are listed first, with their designation and appointment date.

Directors (as last reported)
NameDesignationAppointment DateTenureStatus
Nirav Mukesh DholakiaDirector27 Apr 20233 Years 6 MonthsAs last reported
Rajeev BhandariDirector31 Aug 20233 Years 1 MonthsAs last reported

Peer comparison

Ui Wealth Advisors Private Limited is compared with the 10 companies closest to it by revenue in the BFSI industry (Other Financial Services), from the latest filed financials of each company.

CompanyRevenueNet profitMarginGrowth (1 yr)EmployeesLocation
Posh Real Estate Private Limited₹18.74 Lakh (FY 2025)Delhi, India
Dee Ess Associates Pvt Ltd₹18.74 Lakh (FY 2025)2.0%Chandigarh, India
Topspot Insurance Broking Private Limited₹18.72 Lakh (FY 2025)18.0%Hyderabad, Telangana, India
Jalan Advisory Services Pvt Ltd₹18.71 Lakh (FY 2025)3.0%Kolkata, West Bengal, India
Prucon Capital Private Limited₹18.7 Lakh (FY 2024)5.0%New Delhi, Delhi, India
Ui Wealth Advisors Private Limitedthis company₹18.7 Lakh (FY 2023)₹19.59 Lakh104.8%49.0%Mumbai, Maharashtra, India
Aashay Finance and Investments Private Limited₹18.7 Lakh (FY 2025)3.0%Mumbai, Maharashtra, India
Shakuntala Holdings Private Limited₹18.69 Lakh (FY 2025)1801.0%Mumbai, Maharashtra, India
Visa Ventures Private Limited₹18.69 Lakh (FY 2016)-87.0%Mumbai, Maharashtra, India
Churiwala Realtors Private Limited₹18.69 Lakh (FY 2024)-5.0%Kolkata, West Bengal, India
Roxy Suppliers Pvt Ltd₹18.69 Lakh (FY 2025)19.0%Kolkata, West Bengal, India

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

Auditor

Ui Wealth Advisors Private Limited is audited by PATHAK H D & ASSOCIATES for the financial year 2021.

Auditor firmFinancial yearFirm registration number
PATHAK H D & ASSOCIATESFY 2021107783W

Shareholding

The shareholding of Ui Wealth Advisors Private Limited is on record for 5 financial years, the latest being FY 2021, split between promoters, domestic institutions, foreign institutions, public shareholders and others.

Shareholder categoryFY 2021FY 2020FY 2019FY 2017FY 2016
Promoters
Domestic institutional investors (DII)
Foreign institutional investors (FII)
Public
Others

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

MSME payment delays

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

GST

Ui Wealth Advisors has 1 GST registration: 1 active.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
27AABCU0318B1ZYMaharashtraActive01 Jul 2017

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

Recent activity

Ui Wealth Advisors Private Limited has 11 board changes on record since 2010: 2 appointments and 9 cessations. The latest: Nirav Mukesh Dholakia ceased to be Additional Director on 29 Sep 2023.

AGM
Ui Wealth Advisors Private Limited last Annual general meeting of members was held on 29 Sep 2023 as per latest MCA records.
Ceased
Nirav Mukesh Dholakia ceased to be Additional Director.
Ceased
Rajeev Bhandari ceased to be Additional Director.
Appointed
Rajeev Bhandari was appointed as Director.
Ceased
Parag Shantilal Parekh ceased to be Director.
Appointed
Nirav Mukesh Dholakia was appointed as Director.
Filing
Ui Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2023 with Roc Mumbai.
Ceased
Amit Gupta ceased to be Director.
Ceased
Dharmesh Lalitkumar Trivedi ceased to be Director.
Ceased
Deepa Suresh Sanghani ceased to be Director.
Ceased
Bittal Mangilal Singhi ceased to be Director.
Ceased
Satish Kumar Maheshwari ceased to be Director.

2 earlier events are in the company report.

Frequently asked questions

Ui Wealth Advisors has been "Amalgamated" (merged) as per MCA records. The company was combined with another entity and no longer exists as a separate legal entity. Business activities, if any, continue under the successor entity.

Ui Wealth Advisors was a private limited company based in Mumbai, Maharashtra, India. The company worked in diversified financial services, within the financial services industry. It was incorporated on 17 October 2008 and is registered under CIN U74140MH2008PTC187622. The company is recorded as amalgamated in MCA records and no longer exists as a legal entity.

Ui Wealth Advisors was incorporated on 17 October 2008. It is registered with the Registrar of Companies, Mumbai.

Ui Wealth Advisors had 2 directors:

The CIN (Corporate Identification Number) of Ui Wealth Advisors is U74140MH2008PTC187622. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

The registered office of Ui Wealth Advisors is at Office No. 85 8th Floor Maker Chamber III Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021.

The latest financial statements of Ui Wealth Advisors on record with the MCA are for the year ended 31 March 2023. Its last annual general meeting was held on 29 September 2023. Year-wise statements from 2015 are in the company report.

The GSTIN of Ui Wealth Advisors is 27AABCU0318B1ZY, registered in Maharashtra.

Ui Wealth Advisors operated in the financial services industry, in the diversified financial services segment.

The peers of Ui Wealth Advisors by revenue are Posh Real Estate Private Limited, Dee Ess Associates Pvt Ltd, Topspot Insurance Broking Private Limited, Jalan Advisory Services Pvt Ltd, Prucon Capital Private Limited and 5 more, all in the BFSI industry (Other Financial Services).

Ui Wealth Advisors has 2 court cases on record: 2 filed by the company.