About Aadi Wealth M F Services Private Limited
Data last updated: 25 February 2026
Aadi Wealth M F Services Private Limited is a private limited company based in New Delhi, Delhi, India. It specialises in portfolio management services, a part of the broader financial services sector. Incorporated on 20 July 2012, the company has been in operation for over 14 years.
Registered with ROC Delhi under CIN U67200DL2012PTC239079.
Capital: an authorised share capital of ₹10 Lakh and a paid-up capital of ₹1 Lakh. Formerly known as Aadi Wealth Management Private Limited. It is led by directors Amit Jain and Shri Pal Jain.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: 3A 3Rd Floor Kanchenjunga Building 18 Barakhamba Road, New Delhi, Delhi, India – 110001.
As per the financials filed for FY 2024, the company reported a revenue of ₹1.35 Cr, a growth of 9% compared to the previous year.
The company is associated with 1 brand - Aadi Wealth. As per MCA filings, the company has open charges of ₹2.52 Cr on record.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website aadiwealth.com.
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Registered Address3A 3Rd Floor Kanchenjunga Building 18 Barakhamba Road, New Delhi, Delhi, India – 110001
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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
Associated Brands with Aadi Wealth M F Services Private Limited
Aadi Wealth M F Services Private Limited operates one associated brand: Aadi Wealth. These brands represent Aadi Wealth M F Services Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Investment advisory firm providing mutual funds and wealth management services. | aadiwealth.com |
Competitors & Alternatives of Aadi Wealth M F Services Private Limited
Brands and companies operating in the same space as Aadi Wealth M F Services Private Limited include SBI Mutual Fund, HDFC Mutual Fund, ICICI Prudential Asset Management Company and 5 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
SBI Mutual Fund
|
Provides mutual funds management and financial advisory services. | Mumbai, India, India | 1987 |
HDFC Mutual Fund
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Mutual fund services are provided with focus on investment management. | Mumbai, India, India | 1999 |
ICICI Prudential Asset Management Company
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Real estate funds are managed through multiple investment strategies. | Mumbai, India, India | 1993 |
KA Fund Advisors
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Mutual fund investment services are provided to clients. | Winfield, United States, United States | 1984 |
Kasikorn Asset
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Investment funds are managed by Kasikorn Asset in Thailand. | Bangkok, Thailand, Thailand | 2009 |
Universal Investment
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Funds-based investment management is provided by the firm. | Frankfurt Am Main, Germany, Germany | 1968 |
REX Shares
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Cryptocurrency exchange-traded funds are offered for blockchain investments. | New York, United States, United States | 2014 |
DSP Mutual Fund
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Delivers comprehensive investment management services for funds. | Mumbai, India, India | 1996 |
Business Activity of Aadi Wealth M F Services Private Limited
Aadi Wealth M F Services 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 Aadi Wealth M F Services Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
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Auditor Details of Aadi Wealth M F Services Private Limited
Aadi Wealth M F Services Private Limited is audited by HEMANT MAHESHWARI & CO for the financial year 2019. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| HEMANT MAHESHWARI & CO | Locked | Locked | Locked |
Complete auditor history for Aadi Wealth M F Services Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
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Board of Directors of Aadi Wealth M F Services Private Limited
Aadi Wealth M F Services Private Limited is governed by 2 directors who oversee the company's operations and strategic decisions.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
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Amit Jain
Also directs:
Aadi Investments Private Limited
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Director | 20 Jul 2012 | 14 Years 1 Months | Current |
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Shri Pal Jain
Also directs:
Aadi Investments Private Limited
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Director | 20 Jul 2012 | 14 Years 1 Months | Current |
Financials of Aadi Wealth M F Services Private Limited FY 2025 filings available
Aadi Wealth M F Services Private Limited reported revenue of ₹1.35 Cr (up 9.00% YoY) for FY 2024.
Ten-year financial statements for Aadi Wealth M F Services Private Limited
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Ownership and Shareholding of Aadi Wealth M F Services Private Limited
Shareholding and ownership data for Aadi Wealth M F Services Private Limited
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Charges & Borrowings of Aadi Wealth M F Services Private Limited
| Date | Lender | Amount | Status |
|---|---|---|---|
| 10 Feb 2019 | Axis Bank Limited | ₹51.63 Lakh | Open |
| 27 Mar 2017 | Hdfc Bank Limited | ₹2 Cr | Open |
Total charge records: 2 View all charges
Employees and EPFO Compliance at Aadi Wealth M F Services Private Limited
View historical data on people associated with Aadi Wealth M F Services Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Aadi Wealth M F Services Private Limited
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GST Compliance of Aadi Wealth M F Services Private Limited
GST registrations and filing compliance for Aadi Wealth M F Services Private Limited
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Credit Ratings, Litigation & Regulatory Alerts for Aadi Wealth M F Services Private Limited
Credit ratings, litigation, and regulatory alerts for Aadi Wealth M F Services Private Limited
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MSME Payment Delays by Aadi Wealth M F Services Private Limited
MSME payment history for Aadi Wealth M F Services Private Limited
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Subsidiaries & Group Companies of Aadi Wealth M F Services Private Limited
Corporate group structure for Aadi Wealth M F Services Private Limited
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MCA Filings & Documents of Aadi Wealth M F Services Private Limited
MCA filings and documents for Aadi Wealth M F Services Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
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Recent Activity on Aadi Wealth M F Services Private Limited
Frequently Asked Questions about Aadi Wealth M F Services Private Limited
Aadi Wealth M F Services Private Limited is an active private limited company in the financial services sector based in New Delhi, Delhi, India. It was incorporated on 20 July 2012 (14+ years old) and is registered under CIN U67200DL2012PTC239079.
Aadi Wealth M F Services Private Limited reported revenue of ₹1.35 Cr for FY 2024 (up 9.00% YoY).
The current directors of Aadi Wealth M F Services Private Limited are:
- Amit Jain - Director
- Shri Pal Jain - Director
The primary industry of Aadi Wealth M F Services Private Limited is financial services. The company specifically operates in portfolio management services. The company is currently active in this sector.
Aadi Wealth M F Services Private Limited can be reached at the registered office: 3A 3Rd Floor Kanchenjunga Building 18 Barakhamba Road, New Delhi, Delhi, India – 110001, or through the website aadiwealth.com.
The authorised capital is ₹10 Lakh, and the paid-up capital is ₹1 Lakh.