About Naikwealth
Naikwealth is a Financial Services company based in India founded in 1989. It offers financial advice, mutual funds, and investment management for clients. It operates on a B2C model. The company has 1 employees. Its Indian entity A D Naik Wealth Private Limited reported revenue of ₹36.32 Cr. Naikwealth offers products and services including Mutual Funds and Wealth Creation Advice. Its focus areas include Wealth Management, Investment Advisory and Mutual Funds.
Company details
Naik Wealth simplifies wealth creation through expert financial advice and mutual fund investments, catering to doctors, business owners, and professionals. They manage portfolios in equities, bonds, and other instruments to ensure stability and growth. Based in Mumbai, India, they provide personalized guidance on risks and returns, helping clients achieve long-term financial success while prioritizing security and efficiency.
- Headquarters India
- Employees 1
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website naikwealth.in
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Naik Wealth Private Limited
- Date of Incorporation 12 Oct, 2007
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹36.32 Cr
FY 2025 · +36% YoY
- Net Profit₹6.64 Cr
FY 2025 · 18% margin
- EBITDA₹9.48 Cr
FY 2025 · 26% margin
- Employee Count1
Associated legal entities of Naikwealth
Naikwealth operates through A D Naik Wealth Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| A D Naik Wealth Private Limited CIN U65999MH2007PTC174960 | Active | 12 Oct 2007 | Mumbai, Maharashtra | ₹36.3 Cr | 4 | View details |
Products & Services of Naikwealth
Naikwealth offers a comprehensive portfolio of products and services, including Mutual Funds and Wealth Creation Advice.
Pooled funds investing in equities and bonds for growth.
Guidance on financial planning and risk management.
Apps and channels of Naikwealth
Naikwealth publishes 1 mobile app.
Board of directors of A D Naik Wealth Private Limited (Naikwealth)
A D Naik Wealth Private Limited is the primary company behind Naikwealth. The board of A D Naik Wealth Private Limited currently have 4 directors; the longest-serving is Nikhil Ashok Naik, appointed in 2007. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Nikhil Ashok Naik DIN 01574598 | Director | 12 Oct 2007 | 19 yrs | A D Naik Wealth Private Limited |
| Payal Nikhil Naik DIN 01575231 | Director | 12 Oct 2007 | 19 yrs | A D Naik Wealth Private Limited |
| Pramodini Ashok Naik DIN 01574453 | Director | 12 Oct 2007 | 19 yrs | A D Naik Wealth Private Limited |
| Pravin Amarnath Mhatre DIN 09277008 | Director | 11 Aug 2021 | 5 yrs 2 mo | A D Naik Wealth Private Limited |
Financials of Naikwealth
Figures of A D Naik Wealth Private Limited, the primary company behind Naikwealth, for FY 2025. Revenue was ₹36.32 Cr (+36% year on year). Net profit was ₹6.64 Cr (18% margin). EBITDA was ₹9.48 Cr (26% margin). Revenue has grown at a compounded annual rate of +25% over three years and +26% over five years.
- ₹36.32 CrRevenue · FY 2025 · +36% YoY
- ₹6.64 CrNet profit · 18% margin
- ₹9.48 CrEBITDA · 26% margin
- ₹1 LakhPaid-up capital
- +25%Revenue CAGR, 3 years
- +26%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of A D Naik Wealth Private Limited are on its company page.
Detailed financial statements for Naikwealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
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Web traffic of Naikwealth
The website of Naikwealth (naikwealth.in) receives about 8.4K visits a month.
- Monthly visits8.4K
▲ 326.1% vs previous month
Top companies in Investment Banks
2 companies that operate in the same segment as Naikwealth (Investment Banks) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 105.56 M | USD 116.66 M | 104 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about Naikwealth
Naikwealth was founded in 1989.
Naikwealth is headquartered in India.
Naikwealth has 1 employees.
The primary company behind Naikwealth, A D Naik Wealth Private Limited, reported revenue of ₹36.32 Cr for FY 2025, up 36% year on year.
Naik Wealth simplifies wealth creation through expert financial advice and mutual fund investments, catering to doctors, business owners, and professionals. They manage portfolios in equities, bonds, and other instruments to ensure stability and growth. Based in Mumbai, India, they provide personalized guidance on risks and returns, helping clients achieve long-term financial success while prioritizing security and efficiency.
Naikwealth offers Mutual Funds and Wealth Creation Advice.
Naikwealth operates through A D Naik Wealth Private Limited.
The legal entities of Naikwealth currently have 4 directors, including Nikhil Ashok Naik, Payal Nikhil Naik, Pramodini Ashok Naik and others.
Yes. Naikwealth publishes nWealth.