Comprehensive Wealth Advisory Services Private Limited

Comprehensive Wealth Advisory Services Private Limited - financial services in Lucknow, Uttar Pradesh, India. FY 2026 financials & compliance.
CIN U67100UP2021PTC153116 Incorporated 30 September 2021 ROC Uttar Pradesh HQ Lucknow, Uttar Pradesh, India
Active Private Limited Company financial services
Data last updated
Authorised capital
₹15 Lakh
Registered with MCA
Paid-up capital
₹1 Lakh
Issued & subscribed
Company age
5 yrs
Est. 2021
Directors on board
2
As per MCA filings
Last financials
Mar 2022
Balance sheet date
Last AGM
08 Sep 2022
Annual general meeting
Company status
Active
MCA master data
Registrar
Uttar Pradesh
ROC office

About Comprehensive Wealth Advisory Services Private Limited

Data last updated:

Comprehensive Wealth Advisory Services Private Limited is a private limited company based in Lucknow, Uttar Pradesh, India. It operates in the financial auxiliary services segment of the financial services sector. It was incorporated on 30 September 2021 and has been in existence for over 5 years.

The company is registered with the Registrar of Companies (ROC), Uttar Pradesh, under CIN U67100UP2021PTC153116.

The company has an authorised share capital of ₹15 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors Keshri Mohan and Pankaj Srivastava.

Its last annual general meeting (AGM) was held on 08 September 2022, and its latest financial statements are for the year ended 31 March 2022. The registered office is at Gali No. 4 Hanuman Puri Amousi Road Sarojini Nagar, Lucknow, Uttar Pradesh, India – 226008.

Company details

CIN U67100UP2021PTC153116
Registration Number 153116
Incorporation Date 30 September 2021
ROC Uttar Pradesh
Listing Status Unlisted
Company Status Active
Date of Last AGM 08 September 2022
Date of Balance Sheet 31 March 2022

Contact details

Comprehensive Wealth Advisory Services Private Limited's registered office is in Lucknow, Uttar Pradesh. Its e-mail address is in the company report.

  • Email
  • Registered Address
    Gali No. 4 Hanuman Puri Amousi Road Sarojini Nagar, Lucknow, Uttar Pradesh, India – 226008
  • Industry
    Financial Services, Auxiliary To Financial Intermediatory

To see the full contact details of Comprehensive Wealth Advisory Services Private Limited, buy the company report.

Comprehensive company report
Comprehensive Wealth Advisory Services Private Limited - one report that includes everything
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  • Historical financials and ratios
  • Shareholding pattern and group structure
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  • Legal cases, compliance and MCA filings
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Business activity

The main business activity of Comprehensive Wealth Advisory Services is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.

Main activity group codeMain activityBusiness activity codeBusiness activityShare of turnover
KFinancial and insurance ServiceK7Financial Advisory, brokerage and Consultancy Services

Financials of Comprehensive Wealth Advisory Services Private Limited

FY 2022 filings available

Financial Statement Summary

MetricsFY 2021-22
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
Profit Before Tax
Tax Expense
Net Profit (PAT)
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

MetricsFY 2021-22
Profitability
EBITDA Margin
Net Profit Margin
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

To see the full financial statements and ratios of Comprehensive Wealth Advisory Services Private Limited, buy the company report.

Board of directors of Comprehensive Wealth Advisory Services Private Limited

Comprehensive Wealth Advisory Services has 2 directors on record. No former directors are listed.

Current Directors
NameDesignationAppointment DateTenureStatus
Keshri MohanDirector30 Sep 20215 Years 0 MonthsCurrent
Pankaj SrivastavaDirector30 Sep 20215 Years 0 MonthsCurrent

MSME payment delays

No delayed payments to MSME suppliers are on our record for Comprehensive Wealth Advisory Services Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.

Employees & EPFO

Comprehensive Wealth Advisory Services Private Limited has 1 active EPFO establishment as of Apr 09, 2024.

Active EPFO establishments
1

GST

No GST registration is on our record for Comprehensive Wealth Advisory Services Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.

Recent activity

Comprehensive Wealth Advisory Services Private Limited has 2 board changes on record since 2021: 2 appointments. The latest: Keshri Mohan was appointed as Director on 30 Sep 2021.

AGM
Comprehensive Wealth Advisory Services Private Limited last Annual general meeting of members was held on 08 Sep 2022 as per latest MCA records.
Filing
Comprehensive Wealth Advisory Services Private Limited has filed its annual Financial statements for the year ended 31 Mar 2022 with Roc Uttar Pradesh I.
Appointed
Keshri Mohan was appointed as Director.
Appointed
Pankaj Srivastava was appointed as Director.
Incorporation
30 Sep 2021
Comprehensive Wealth Advisory Services Private Limited was registered on 30 Sep 2021 with Roc Uttar Pradesh I & aged 5 years 26 days as per MCA records.

Frequently asked questions

Comprehensive Wealth Advisory Services is an active private limited company based in Lucknow, Uttar Pradesh, India. The company works in auxiliary to financial intermediatory, within the financial services industry. It was incorporated on 30 September 2021 (5+ years old) and is registered under CIN U67100UP2021PTC153116.

Comprehensive Wealth Advisory Services has 2 current directors:

The latest financial statements of Comprehensive Wealth Advisory Services on record with the MCA are for the year ended 31 March 2022. Its last annual general meeting was held on 08 September 2022. Year-wise statements from FY 2022 are in the company report.

The CIN (Corporate Identification Number) of Comprehensive Wealth Advisory Services is U67100UP2021PTC153116. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Comprehensive Wealth Advisory Services was incorporated on 30 September 2021, making it 5+ years old. It is registered with the Registrar of Companies, Uttar Pradesh.

Keshri Mohan was appointed as Director on 30 Sep 2021. Pankaj Srivastava was appointed as Director on 30 Sep 2021.

The registered office of Comprehensive Wealth Advisory Services is at Gali No. 4 Hanuman Puri Amousi Road Sarojini Nagar, Lucknow, Uttar Pradesh, India – 226008.

Comprehensive Wealth Advisory Services operates in the financial services industry, in the auxiliary to financial intermediatory segment.

Comprehensive Wealth Advisory Services can be reached at its registered office: Gali No. 4 Hanuman Puri Amousi Road Sarojini Nagar, Lucknow, Uttar Pradesh, India – 226008.

Comprehensive Wealth Advisory Services is registered under the jurisdiction of the Registrar of Companies (ROC), Uttar Pradesh.