About Bp Wealth Management Private Limited
Data last updated: 11 January 2026
Bp Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India. It specialises in brokerage and trading services, a part of the broader financial services sector. Incorporated on 07 July 2005, the company has been in operation for over 21 years.
Registered with ROC Mumbai under CIN U67190MH2005PTC154591.
Capital: an authorised share capital of ₹5 Cr and a paid-up capital of ₹5 Cr. Formerly known as Yuma Financial Services Private Limited. It is led by directors Yuvraj Ashok Thakker and Rajeev Peethambaran Menon.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: 24/26 1St Floorcama Building Dalal Street, Mumbai, Maharashtra, India – 400023.
As per the financials filed for FY 2025, the company reported a revenue of ₹80.88 Cr, a decline of 39% compared to the previous year.
Its group structure includes 2 subsidiaries.
The company is associated with 1 brand - Bp Wealth. As per MCA filings, the company has open charges of ₹70 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 bpwealth.com.
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Registered Address24/26 1St Floorcama Building Dalal Street, Mumbai, Maharashtra, India – 400023
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IndustryFinancial Services, Brokerage & Trading 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 Bp Wealth Management Private Limited
Bp Wealth Management Private Limited operates one associated brand: BP Wealth. These brands represent Bp Wealth Management Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| A wealth management firm providing financial advice and equity expertise. | bpwealth.com |
Competitors & Alternatives of Bp Wealth Management Private Limited
Brands and companies operating in the same space as Bp Wealth Management Private Limited include Fidelity Investments, UTI Mutual Fund, Goldman Sachs and 7 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 |
UTI Mutual Fund
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Mutual funds, portfolio management, and retirement planning services are offered. | Mumbai, India, India | 2001 |
Goldman Sachs
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Investment banking services are delivered across multiple financial sectors. | New York, United States, United States | 1869 |
S&P Global
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Platform offering business intelligence solutions that combine data and actionable analytics for clients | New York, United States, United States | 1917 |
Sundaram Finance
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Provider of consumer & SME loans and equipment & vehicle leasing services | Chennai, India, India | 1954 |
Bank of America
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Commercial banking and asset management services are offered worldwide. | Charlotte, United States, United States | 1904 |
State Street
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Financial services are provided to asset managers worldwide. | Boston, United States, United States | - |
FIS
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Software suites for banks and financial institutions are provided. | Jacksonville, United States, United States | 1968 |
Avendus
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Corporate advisory and investment services are provided to clients. | Mumbai, India, India | 1999 |
360 One
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Asset and wealth management software is provided for businesses. | Mumbai, India, India | 2008 |
Business Activity of Bp Wealth Management Private Limited
Bp Wealth Management Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including other financial activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities | Locked |
Business activity turnover details for Bp Wealth Management 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 Bp Wealth Management Private Limited
Bp Wealth Management Private Limited is audited by Vinod S. Mehta & Co. 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 |
|---|---|---|---|
| Vinod S. Mehta & Co. | Locked | Locked | Locked |
Complete auditor history for Bp Wealth Management Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
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Board of Directors of Bp Wealth Management Private Limited
Bp Wealth Management Private Limited is currently managed by 2 directors, with 2 former directors 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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Yuvraj Ashok Thakker
Also directs:
Green Peaks Enterprises Llp, Fort Pangaea Global Ifscbrokings Llp, Bp Comtrade Private Limited and 5 more
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Director | 15 Oct 2014 | 11 Years 10 Months | Current |
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Rajeev Peethambaran Menon
Also directs:
Green Peaks Enterprises Llp, Fort Pangaea Global Ifscbrokings Llp, Bp Comtrade Private Limited and 1 more
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Director | 04 Aug 2006 | 20 Years 0 Months | Current |
Financials of Bp Wealth Management Private Limited FY 2025 filings available
Bp Wealth Management Private Limited reported revenue of ₹80.88 Cr (down 39.00% YoY) for FY 2025.
Ten-year financial statements for Bp Wealth Management Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
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Verified entity values are shown only after access is granted.
Ownership and Shareholding of Bp Wealth Management Private Limited
Shareholding and ownership data for Bp Wealth Management Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
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- FII and DII holdings
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Group Structure of Bp Wealth Management Private Limited
Bp Wealth Management Private Limited has 2 subsidiary companies. This group structure data is as of FY 2023. The corporate group structure reflects Bp Wealth Management Private Limited's business expansion strategy and organizational complexity.
| Company Name | CIN | Shares Held |
|---|---|---|
| Bp Comtrade Private Limited | U45200MH1994PTC081564 | Locked |
| Bp Equities Private Limited | U67120MH1997PTC107392 | Locked |
Showing major subsidiaries. Total: 2.
Charges & Borrowings of Bp Wealth Management Private Limited
| Date | Lender | Amount | Status |
|---|---|---|---|
| 13 Apr 2023 | Others | ₹70 Cr | Open |
Total charge records: 1 View all charges
Employees and EPFO Compliance at Bp Wealth Management Private Limited
View historical data on people associated with Bp Wealth Management Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Bp Wealth Management 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 Bp Wealth Management Private Limited
GST registrations and filing compliance for Bp Wealth Management 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 Bp Wealth Management Private Limited
Credit ratings, litigation, and regulatory alerts for Bp Wealth Management 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 Bp Wealth Management Private Limited
MSME payment history for Bp Wealth Management 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 Bp Wealth Management Private Limited
Corporate group structure for Bp Wealth Management Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
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MCA Filings & Documents of Bp Wealth Management Private Limited
MCA filings and documents for Bp Wealth Management 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 Bp Wealth Management Private Limited
Recent News on Bp Wealth Management Private Limited
Frequently Asked Questions about Bp Wealth Management Private Limited
Bp Wealth Management Private Limited is an active private limited company in the financial services sector based in Mumbai, Maharashtra, India. It was incorporated on 07 July 2005 (21+ years old) and is registered under CIN U67190MH2005PTC154591.
Bp Wealth Management Private Limited reported revenue of ₹80.88 Cr for FY 2025 (down 39.00% YoY).
The current directors of Bp Wealth Management Private Limited are:
- Yuvraj Ashok Thakker - Director
- Rajeev Peethambaran Menon - Director
The primary industry of Bp Wealth Management Private Limited is financial services. The company specifically operates in brokerage and trading services. The company is currently active in this sector.
Bp Wealth Management Private Limited can be reached at the registered office: 2426 1St Floorcama Building Dalal Street, Mumbai, Maharashtra, India – 400023, or through the website bpwealth.com.
The authorised capital is ₹5 Cr, and the paid-up capital is ₹5 Cr.