About A D Naik Wealth Private Limited
Data last updated: 09 January 2026
A D Naik Wealth Private Limited is a private limited company based in Goregaon East, Maharashtra, India. It specialises in portfolio management services, a part of the broader financial services sector. Incorporated on 12 October 2007, the company has been in operation for over 19 years.
Registered with ROC Mumbai under CIN U65999MH2007PTC174960.
Capital: an authorised share capital of ₹5 Lakh and a paid-up capital of ₹1 Lakh. Formerly known as Naik Wealth Planners Private Limited and Ashok Naik Wealth Private Limited. It is led by directors including Nikhil Ashok Naik and Payal Nikhil Naik.
Last AGM: 30 September 2024. Financial statements filed for year ended 31 March 2024. Office: 1502 E Wing Lotus Corporate Park, Goregaon East, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹36.32 Cr, a growth of 36% compared to the previous year.
The company is associated with 1 brand - Naikwealth.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website naikwealth.in.
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Registered AddressOff No – 1502 E Wing Lotus Corporate Park Off, Western Express Highway 185 – 1/3 Gram Firth Steel Compound Jay Goregaon (E), Goregaon East, Maharashtra, India – 400063
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IndustryFinancial Services, Portfolio Management Services
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Name History of A D Naik Wealth Private Limited
A D Naik Wealth Private Limited has undergone 7 name changes throughout its history. The current legal name is A D Naik Wealth Private Limited, reflecting the company's evolution and rebranding over time.
| Company Name | Status |
|---|---|
| A D Naik Wealth Private Limited | Current |
| Naik Wealth Planners Private Limited | Previous |
| Ashok Naik Wealth Private Limited | Previous |
| Naik Wealth Planners Private Limited. | Previous |
| Naik Wealth Private Limited | Previous |
| Naik Privy Client Group Private Limited | Previous |
| Naik Private Limited | Previous |
Associated Brands with A D Naik Wealth Private Limited
A D Naik Wealth Private Limited operates one associated brand: Naikwealth. These brands represent A D Naik Wealth Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Offers financial advice, mutual funds, and investment management for clients. | naikwealth.in |
Competitors & Alternatives of A D Naik Wealth Private Limited
Brands and companies operating in the same space as A D Naik Wealth Private Limited include Fidelity Investments, Investec, Aviva and 6 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Fidelity Investments
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States, United States | 1946 |
Investec
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Global banking, investment, and wealth management services are offered worldwide. | London, United Kingdom, United Kingdom | 1974 |
Aviva
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Insurance and asset management services are offered in multiple regions. | London, United Kingdom, United Kingdom | - |
Generali
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Diversified insurance and asset management services are offered globally. | Trieste, Italy, Italy | 1831 |
BNP Paribas
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Banking & financial service provider | Paris, France, France | 1848 |
Morgan Stanley
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Wealth management, investment advisory, and financial services are provided. | New York, United States, United States | 1935 |
FNZ
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Wealth management solutions are delivered for asset managers. | London, United Kingdom, United Kingdom | 2003 |
Schroders
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Investment management and wealth management services are provided to clients. | London, United Kingdom, United Kingdom | 1804 |
Nordea
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Nordea is recognized as a leading Nordic universal bank. | Stockholm, Sweden, Sweden | 1820 |
Business Activity of A D Naik Wealth Private Limited
A D Naik Wealth Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
Business activity turnover details for A D Naik Wealth Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Auditor Details of A D Naik Wealth Private Limited
A D Naik Wealth Private Limited is audited by KARLEKAR & GOKHALE for the financial year 2023. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
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| KARLEKAR & GOKHALE | Locked | Locked | Locked |
Complete auditor history for A D Naik Wealth Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
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Board of Directors of A D Naik Wealth Private Limited
A D Naik Wealth Private Limited is currently managed by 4 directors, with 1 former director having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
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| Nikhil Ashok Naik | Director | 12 Oct 2007 | 18 Years 9 Months | Current |
| Payal Nikhil Naik | Director | 12 Oct 2007 | 18 Years 9 Months | Current |
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Pramodini Ashok Naik
Also directs:
A D Naik Insurance Broking Private Limited
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Director | 12 Oct 2007 | 18 Years 9 Months | Current |
| Pravin Amarnath Mhatre | Director | 11 Aug 2021 | 4 Years 11 Months | Current |
Financials of A D Naik Wealth Private Limited FY 2024 filings available
A D Naik Wealth Private Limited reported revenue of ₹36.32 Cr (up 36.00% YoY) for FY 2025.
Ten-year financial statements for A D Naik Wealth Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
- Cash-flow statements
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Ownership and Shareholding of A D Naik Wealth Private Limited
Shareholding and ownership data for A D Naik Wealth Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
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Charges & Borrowings A D Naik Wealth Private Limited
A D Naik Wealth Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at A D Naik Wealth Private Limited
A D Naik Wealth Private Limited has a workforce of 0 employees as of Apr 09, 2024.
Employee and EPFO history for A D Naik Wealth Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
GST Compliance of A D Naik Wealth Private Limited
GST registrations and filing compliance for A D Naik Wealth Private Limited
State-wise registrations, return filing status, HSN and SAC details, and jurisdiction records require an active report plan.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
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Credit Ratings, Litigation & Regulatory Alerts for A D Naik Wealth Private Limited
Credit ratings, litigation, and regulatory alerts for A D Naik Wealth Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
Verified entity values are shown only after access is granted.
MSME Payment Delays by A D Naik Wealth Private Limited
MSME payment history for A D Naik Wealth Private Limited
Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
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Subsidiaries & Group Companies of A D Naik Wealth Private Limited
Corporate group structure for A D Naik Wealth Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
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MCA Filings & Documents of A D Naik Wealth Private Limited
MCA filings and documents for A D Naik Wealth Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Recent Activity on A D Naik Wealth Private Limited
Frequently Asked Questions about A D Naik Wealth Private Limited
A D Naik Wealth Private Limited is an active private limited company in the financial services sector based in Goregaon East, Maharashtra, India. It was incorporated on 12 October 2007 (19+ years old) and is registered under CIN U65999MH2007PTC174960.
A D Naik Wealth Private Limited reported revenue of ₹36.32 Cr for FY 2025 (up 36.00% YoY).
The current directors of A D Naik Wealth Private Limited are:
- Nikhil Ashok Naik - Director
- Payal Nikhil Naik - Director
- Pramodini Ashok Naik - Director
- Pravin Amarnath Mhatre - Director
The primary industry of A D Naik Wealth Private Limited is financial services. The company specifically operates in portfolio management services. The company is currently active in this sector.
A D Naik Wealth Private Limited can be reached at the registered office: Off No – 1502 E Wing Lotus Corporate Park Off, Western Express Highway 185 – 13 Gram Firth Steel Compound Jay Goregaon E, Goregaon East, Maharashtra, India – 400063, or through the website naikwealth.in.
The authorised capital is ₹5 Lakh, and the paid-up capital is ₹1 Lakh.