About BP Wealth Management Private Limited
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BP Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the brokerage and trading services segment of the financial services sector. It was incorporated on 07 July 2005 and has been in existence for over 21 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67190MH2005PTC154591.
The company has an authorised share capital of ₹5 Cr and a paid-up capital of ₹5 Cr. It was formerly known as Yuma Financial Services Private Limited. It is led by directors Yuvraj Ashok Thakker and Rajeev Peethambaran Menon.
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 24/26 1st Floor Cama 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. For the same year it recorded a net loss of ₹52 Lakh (net margin -0.6%) and EBITDA of ₹6.94 Cr (EBITDA margin 8.6%).
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 company has 4 deals on record (3 secondary share transfers, 1 funding round), with disclosed funding of ₹25 Cr; the latest was in September 2016.
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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- TelephoneLocked
- Website
- Social Media
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- Registered Address24/26 1st Floor Cama Building Dalal Street, Mumbai, Maharashtra, India – 400023
- IndustryFinancial Services, Brokerage & Trading Services
- 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
- One PDF report, delivered after checkout
Business Activity of BP Wealth Management Private Limited
The main business activity of BP Wealth Management is financial and insurance service. In detail, this covers 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
Turnover share and past changes in activity are in the company report.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Financials of BP Wealth Management Private Limited FY 2025 filings available
BP Wealth Management Private Limited reported revenue of ₹80.88 Cr (down 39% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR) of BP Wealth Management Private Limited
Revenue fell 39% in the latest year. EBITDA fell 81% in the latest year. All are worked out from the filed statements.
Financial Statement Summary of BP Wealth Management Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profit and Loss Statement | |||||
| Revenue from Operations | •••• | •••• | •••• | •••• | •••• |
| Other Income | •••• | •••• | •••• | •••• | •••• |
| Total Revenue | •••• | •••• | •••• | •••• | •••• |
| Cost of Materials Consumed | •••• | •••• | •••• | •••• | •••• |
| Employee Benefit Expense | •••• | •••• | •••• | •••• | •••• |
| Finance Costs | •••• | •••• | •••• | •••• | •••• |
| Depreciation and Amortisation | •••• | •••• | •••• | •••• | •••• |
| Other Expenses | •••• | •••• | •••• | •••• | •••• |
| Total Expenses | •••• | •••• | •••• | •••• | •••• |
| EBITDA | ₹6.94 Cr | •••• | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | -₹52 Lakh | •••• | •••• | •••• | •••• |
| Balance Sheet | |||||
| Share Capital | •••• | •••• | •••• | •••• | •••• |
| Reserves and Surplus | •••• | •••• | •••• | •••• | •••• |
| Net Worth (Total Equity) | •••• | •••• | •••• | •••• | •••• |
| Long-term Borrowings | •••• | •••• | •••• | •••• | •••• |
| Short-term Borrowings | •••• | •••• | •••• | •••• | •••• |
| Trade Payables | •••• | •••• | •••• | •••• | •••• |
| Total Liabilities | •••• | •••• | •••• | •••• | •••• |
| Fixed Assets | •••• | •••• | •••• | •••• | •••• |
| Investments | •••• | •••• | •••• | •••• | •••• |
| Inventories | •••• | •••• | •••• | •••• | •••• |
| Trade Receivables | •••• | •••• | •••• | •••• | •••• |
| Cash and Bank Balance | •••• | •••• | •••• | •••• | •••• |
| Total Assets | •••• | •••• | •••• | •••• | •••• |
Financial Ratios of BP Wealth Management Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 8.6% | •••• | •••• | •••• | •••• |
| Net Profit Margin | -0.6% | •••• | •••• | •••• | •••• |
| Return on Equity (ROE) | •••• | •••• | •••• | •••• | •••• |
| Return on Capital Employed (ROCE) | •••• | •••• | •••• | •••• | •••• |
| Return on Assets (ROA) | •••• | •••• | •••• | •••• | •••• |
| Liquidity and Debt | |||||
| Current Ratio | •••• | •••• | •••• | •••• | •••• |
| Quick Ratio | •••• | •••• | •••• | •••• | •••• |
| Debt-to-Equity Ratio | •••• | •••• | •••• | •••• | •••• |
| Interest Coverage Ratio | •••• | •••• | •••• | •••• | •••• |
| Efficiency and Growth | |||||
| Asset Turnover | •••• | •••• | •••• | •••• | •••• |
| Receivable Days | •••• | •••• | •••• | •••• | •••• |
| Payable Days | •••• | •••• | •••• | •••• | •••• |
| Inventory Days | •••• | •••• | •••• | •••• | •••• |
| Revenue Growth | •••• | •••• | •••• | •••• | •••• |
| Net Profit Growth | •••• | •••• | •••• | •••• | •••• |
Paid data: the figures shown as dots are available after purchase of the company report. Figures as filed with the MCA in Form AOC-4. The full year-wise statements and ratios of BP Wealth Management are in the company report.
Financial statements from 2015
Earlier years and trend charts are in the company report.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
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.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| Vinod S. Mehta & Co. | Locked | Locked | Locked |
Complete auditor history
Appointment and cessation dates and past auditor changes are in the company report.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
Verified entity values are shown only after access is granted.
Board of Directors of BP Wealth Management Private Limited
BP Wealth Management has 2 current directors and 2 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Yuvraj Ashok Thakker Also directs: Green Peaks Enterprises LLP, Fort Pangaea Global Ifscbrokings LLP, BP Comtrade Private Limited and 5 more | Director | 15 Oct 2014 | 11 Years 11 Months | Current |
| Rajeev Peethambaran Menon Also directs: Green Peaks Enterprises LLP, Fort Pangaea Global Ifscbrokings LLP, BP Comtrade Private Limited and 1 more | Director | 04 Aug 2006 | 20 Years 2 Months | Current |
Ownership and Shareholding of BP Wealth Management Private Limited
Shareholding and ownership data
Promoter, institutional, public and beneficial ownership figures are in the company report.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
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
Deals & Funding of BP Wealth Management Private Limited
BP Wealth Management Private Limited has 4 deals on record (3 secondary share transfers, 1 funding round), with disclosed funding of ₹25 Cr; the latest was in September 2016.
Deals on record (3 of 4)
| When | Deal | Amount | Parties |
|---|---|---|---|
| Sep 2016 | Secondary share transfer | Buyer: 2 individuals Seller: an individual | |
| Sep 2012 | Secondary share transfer | Buyer: an individual Seller: an individual | |
| Sep 2006 | Secondary share transfer | Buyer: an individual Seller: an individual |
Full deal history
All 4 deals with amounts, valuations, instruments and every party are in the company report.
- Every funding round and share transfer
- Amounts and valuations
- Investors, buyers and sellers
- Instruments and deal dates
Verified entity values are shown only after access is granted.
Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.
Associated Brands with BP Wealth Management Private Limited
BP Wealth Management operates one associated brand: BP Wealth. Each brand links to its own profile.
| 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 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States | 1946 |
 UTI Mutual Fund | Mutual funds, portfolio management, and retirement planning services are offered. | Mumbai, India | 2001 |
 Goldman Sachs | Investment banking services are delivered across multiple financial sectors. | New York, United States | 1869 |
 S&P Global | Platform offering business intelligence solutions that combine data and actionable analytics for clients | New York, United States | 1917 |
 Sundaram Finance | Provider of consumer & SME loans and equipment & vehicle leasing services | Chennai, India | 1954 |
 Bank of America | Commercial banking and asset management services are offered worldwide. | Charlotte, United States | 1904 |
 State Street | Financial services are provided to asset managers worldwide. | Boston, United States | |
 FIS | Software suites for banks and financial institutions are provided. | Jacksonville, United States | 1968 |
 Avendus | Corporate advisory and investment services are provided to clients. | Mumbai, India | 1999 |
 360 One | Asset and wealth management software is provided for businesses. | Mumbai, India | 2008 |
Employees and EPFO Compliance at BP Wealth Management Private Limited
Employment history and EPFO contributions of people linked to BP Wealth Management.
Employee and EPFO history
Monthly headcount, contribution history and filing status are in the company report.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
Group Structure of BP Wealth Management Private Limited
BP Wealth Management has 2 subsidiary companies. This group structure data is as of FY 2023. The table lists each entity with its relationship and holding.
| Company Name | CIN | Shares Held |
|---|---|---|
| Bp Comtrade Private Limited | U45200MH1994PTC081564 | Locked |
| Bp Equities Private Limited | U67120MH1997PTC107392 | Locked |
Showing major subsidiaries. Total: 2.
News related to BP Wealth Management Private Limited
Recent Activity on BP Wealth Management Private Limited
Credit Ratings, Litigation & Regulatory Alerts for BP Wealth Management Private Limited
Credit ratings, litigation, and regulatory alerts
Credit ratings, court records and regulatory alerts are in the company report.
- 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
Amounts due to small suppliers, the reasons given and MSME-1 filings are in the company report.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
Verified entity values are shown only after access is granted.
Subsidiaries & Group Companies of BP Wealth Management Private Limited
Corporate group structure
Parent, subsidiary, associate and joint venture records with holdings are in the company report.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
Verified entity values are shown only after access is granted.
GST Compliance of BP Wealth Management Private Limited
GST registrations and filing compliance
State-wise GST registrations, return filing status and HSN or SAC codes are in the company report.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
Verified entity values are shown only after access is granted.
MCA Filings & Documents of BP Wealth Management Private Limited
MCA filings and documents
Filed forms, annual returns, financial statements and charge filings with their dates are in the company report.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Frequently Asked Questions about BP Wealth Management Private Limited
BP Wealth Management is an active private limited company based in Mumbai, Maharashtra, India. The company works in brokerage and trading services, within the financial services industry. It was incorporated on 07 July 2005 (21+ years old) and is registered under CIN U67190MH2005PTC154591.
BP Wealth Management reported revenue of ₹80.88 Cr for FY 2025 (down 39% YoY).
BP Wealth Management has 2 current directors:
- Yuvraj Ashok Thakker - Director
- Rajeev Peethambaran Menon - Director
BP Wealth Management reported a net loss of ₹52 Lakh (net margin -0.6%) and EBITDA of ₹6.94 Cr (EBITDA margin 8.6%) for FY 2025, as per its filed financial statements.
The CIN (Corporate Identification Number) of BP Wealth Management is U67190MH2005PTC154591. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
BP Wealth Management was incorporated on 07 July 2005, making it 21+ years old. It is registered with the Registrar of Companies, Mumbai.
BP Wealth Management has 4 deals on record (3 secondary share transfers, 1 funding round), with disclosed funding of ₹25 Cr; the latest was in September 2016.
BP Wealth Management can be reached through the website bpwealth.com. Its registered office is in Mumbai, Maharashtra, India.
The registered office of BP Wealth Management is at 2426 1st Floor Cama Building Dalal Street, Mumbai, Maharashtra, India – 400023.