About Aadi Wealth M F Services Private Limited
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Aadi Wealth M F Services Private Limited is a private limited company based in New Delhi, Delhi, India. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 20 July 2012 and has been in existence for over 14 years.
The company is registered with the Registrar of Companies (ROC), Delhi, under CIN U67200DL2012PTC239079. Its GSTIN is 07AAKCA7403N1ZE (Delhi). The company holds 2 GST registrations, all of them active.
The company has an authorised share capital of ₹10 Lakh and a paid-up capital of ₹1 Lakh. It was formerly known as Aadi Wealth Management Private Limited. It is led by directors Amit Jain and Shri Pal Jain.
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 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. For the same year it recorded a net profit of ₹75,398 (net margin 0.6%) and EBITDA of ₹10.12 Lakh (EBITDA margin 7.5%). Revenue has declined at a compounded annual rate (CAGR) of 22% over five years.
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.
Company details
Contact details
Aadi Wealth M F Services Private Limited's registered office is in New Delhi, Delhi. Its website is aadiwealth.com. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Registered Address3A 3rd Floor Kanchenjunga Building 18 Barakhamba Road, New Delhi, Delhi, India – 110001
- IndustryFinancial Services, Portfolio Management Services
To see the full contact details of Aadi Wealth M F Services 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
Brands
Aadi Wealth M F Services operates one associated brand: Aadi Wealth. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Investment advisory firm providing mutual funds and wealth management services. | aadiwealth.com |
Business activity
The main business activity of Aadi Wealth M F Services is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of Aadi Wealth M F Services Private Limited, buy the company report.
Financials of Aadi Wealth M F Services Private Limited
FY 2025 filings availableAadi Wealth M F Services Private Limited reported revenue of ₹1.35 Cr (up 9% YoY) for FY 2024.
Compounded Annual Growth Rate (CAGR)
Revenue rose 9% in the latest year, though over five years it has declined at a compounded annual rate (CAGR) of 22%. EBITDA fell 28% 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 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
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| EBITDA | ₹10.12 Lakh | ||||
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| Net Profit (PAT) | ₹75,398 | ||||
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Financial Ratios
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
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| EBITDA Margin | 7.5% | ||||
| Net Profit Margin | 0.6% | ||||
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To see the full financial statements and ratios of Aadi Wealth M F Services Private Limited, buy the company report.
Board of directors of Aadi Wealth M F Services Private Limited
Aadi Wealth M F Services has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Amit Jain Also directs: Aadi Investments Private Limited | Director | 20 Jul 2012 | 14 Years 3 Months | Current |
| Shri Pal Jain Also directs: Aadi Investments Private Limited | Director | 20 Jul 2012 | 14 Years 3 Months | Current |
Peer comparison
Aadi Wealth M F Services Private Limited is compared with the 3 companies closest to it by revenue in the BFSI industry (Portfolio Managers), with the same principal business activity (financial advisory, brokerage and consultancy services), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Akc Capital Private Limited | ₹1.61 Cr (FY 2025) | 83.0% | Bengaluru, Karnataka, India | |||
| Aadi Wealth M F Services Private Limitedthis company | ₹1.35 Cr (FY 2024) | ₹75,398 | 0.6% | 9.0% | New Delhi, Delhi, India | |
| Sats Finserv Private Limited | ₹1.29 Cr (FY 2025) | 60.0% | Indore, Madhya Pradesh, India | |||
| Equipoise Capital Management Private Limited | ₹1.27 Cr (FY 2025) | 60.0% | Mumbai, Maharashtra, India |
To see the full peer comparison of Aadi Wealth M F Services Private Limited, buy the company report.
Auditor
Aadi Wealth M F Services Private Limited is audited by HEMANT MAHESHWARI & CO for the financial year 2019.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| HEMANT MAHESHWARI & CO | FY 2019 | 016268N |
Shareholding
The shareholding of Aadi Wealth M F Services Private Limited is on record for 3 financial years, the latest being FY 2019, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2019 | FY 2017 | FY 2016 |
|---|---|---|---|
| Promoters | |||
| Domestic institutional investors (DII) | |||
| Foreign institutional investors (FII) | |||
| Public | |||
| Others |
To see the full shareholding pattern of Aadi Wealth M F Services Private Limited, buy the company report.
Charges & borrowings
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 10 Feb 2019 | 100253536 | Axis Bank Limited | ₹51.63 Lakh | Open | |
| 27 Mar 2017 | 100099615 | Hdfc Bank Limited | ₹2 Cr | Open |
Total charge records: 2 View all charges
Legal cases
No court or tribunal cases involving Aadi Wealth M F Services 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 Aadi Wealth M F Services Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Aadi Wealth M F Services has 2 GST registrations: 2 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 07AAKCA7403N1ZE | Delhi | Active | 01 Jul 2017 |
| 06AAKCA7403N1ZG | Haryana | Active | 15 Jul 2021 |
To see the full GST registrations and return filing status of Aadi Wealth M F Services Private Limited, buy the company report.
Recent activity
Aadi Wealth M F Services Private Limited has 2 board changes on record since 2012: 2 appointments. The latest: Amit Jain was appointed as Director on 20 Jul 2012.
Frequently asked questions
Aadi Wealth M F Services is an active private limited company based in New Delhi, Delhi, India. The company works in portfolio management services, within the financial services industry. It was incorporated on 20 July 2012 (14+ years old) and is registered under CIN U67200DL2012PTC239079.
Aadi Wealth M F Services has 2 current directors:
- Amit Jain - Director
- Shri Pal Jain - Director
The latest financial statements of Aadi Wealth M F Services 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 Aadi Wealth M F Services is 07AAKCA7403N1ZE, registered in Delhi. The company has 2 GST registrations in all, of which 2 are active. Other active GSTINs include 06AAKCA7403N1ZG (Haryana).
The CIN (Corporate Identification Number) of Aadi Wealth M F Services is U67200DL2012PTC239079. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Aadi Wealth M F Services was incorporated on 20 July 2012, making it 14+ years old. It is registered with the Registrar of Companies, Delhi.
The peers of Aadi Wealth M F Services by revenue are Akc Capital Private Limited, Sats Finserv Private Limited, Equipoise Capital Management Private Limited, all in the BFSI industry (Portfolio Managers), with the same principal business activity (financial advisory, brokerage and consultancy services).
Amit Jain was appointed as Director on 20 Jul 2012. Shri Pal Jain was appointed as Director on 20 Jul 2012.
Aadi Wealth M F Services can be reached through the website aadiwealth.com. Its registered office is in New Delhi, Delhi, India.
The registered office of Aadi Wealth M F Services is at 3A 3rd Floor Kanchenjunga Building 18 Barakhamba Road, New Delhi, Delhi, India – 110001.
Aadi Wealth M F Services operates in the financial services industry, in the portfolio management services segment.
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