Helios Trustee Private Limited

Helios Trustee Private Limited - financial services in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
CIN U67100MH2023FTC396998 Incorporated 06 January 2023 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Foreign Private Limited Company financial services
Data last updated
Revenue · FY 2026
₹66.23 Lakh
▲ 1% YoY
Net profit · FY 2026
₹2.57 Lakh
Net margin 3.9%
EBITDA · FY 2026
₹3.53 Lakh
EBITDA margin 5.3%
Authorised capital
₹10 Lakh
Registered with MCA
Paid-up capital
₹5 Lakh
Issued & subscribed
Company age
3 yrs
Est. 2023
Directors on board
4
As per MCA filings
Active GSTINs
1
GST registered

About Helios Trustee Private Limited

Data last updated:

Helios Trustee Private Limited is a foreign private limited company based in Mumbai, Maharashtra, India, a subsidiary of Helios Capital Management Pte Ltd.. It operates in the fund segment of the financial services sector. It was incorporated on 06 January 2023.

The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67100MH2023FTC396998. Its GSTIN is 27AAGCH6442L1Z8 (Maharashtra).

The company has an authorised share capital of ₹10 Lakh and a paid-up capital of ₹5 Lakh. It is led by directors including Kodumudi Pranatharthiharan Krishnan and Nawal Kishore Gupta.

Its last annual general meeting (AGM) was held on 25 June 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Mumbai, Maharashtra.

As per the financials filed for FY 2026, the company reported a revenue of ₹66.23 Lakh, a growth of 1% compared to the previous year. For the same year it recorded a net profit of ₹2.57 Lakh (net margin 3.9%) and EBITDA of ₹3.53 Lakh (EBITDA margin 5.3%).

The company is associated with 1 brand: Helios Mutual Fund.

The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website heliosmf.in.

Company details

CIN U67100MH2023FTC396998
Registration Number 396998
Incorporation Date 06 January 2023
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 25 June 2025
Date of Balance Sheet 31 March 2025
Parent Company Helios Capital Management Pte Ltd.
Compliance Status Active Compliant

Contact details

Helios Trustee Private Limited's registered office is in Mumbai, Maharashtra. Its website is heliosmf.in. Its e-mail address and telephone number are in the company report.

  • Email
  • Telephone
  • Social Media
  • Registered Address
    502 B Wing The Capital Plot C70, Bandra Kurla Behind Icici Bank Bandra E, Mumbai, Maharashtra, India – 400051
  • Industry
    Financial Services, Fund, Trust, Other Financial Holding

To see the full contact details of Helios Trustee Private Limited, buy the company report.

Comprehensive company report
Helios Trustee Private Limited - one report that includes everything
  • 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
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Brands

Helios Trustee operates one associated brand: Helios Mutual Fund. Each brand links to its own profile.

BrandDescriptionWebsite
Provides mutual funds for equity, hybrid, debt, and overnight investments in India.heliosmf.in

Business activity

The main business activity of Helios Trustee is financial and insurance service. In detail, this covers activities by trusts, funds and other financial holding companies.

Main activity group codeMain activityBusiness activity codeBusiness activityShare of turnover
KFinancial and insurance ServiceK2Activities by Trusts, funds and other financial holding companies

To see the full business activity and turnover split of Helios Trustee Private Limited, buy the company report.

Financials of Helios Trustee Private Limited

FY 2025 filings available

Helios Trustee Private Limited reported revenue of ₹66.23 Lakh (up 1% YoY) for FY 2026.

Revenue · FY 2026
₹66.23 Lakh ▲ 1%
Net profit · FY 2026
₹2.57 Lakh margin 3.9%
EBITDA · FY 2026
₹3.53 Lakh margin 5.3%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▲ 1%
EBITDA CAGR growth
1 year
▼ 27%
3 years · compounded
▲ 62%

Revenue rose 1% in the latest year. EBITDA fell 27% 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

MetricsFY 2025-26FY 2024-25FY 2023-24FY 2022-23
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₹3.53 Lakh
Profit Before Tax
Tax Expense
Net Profit (PAT)₹2.57 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

MetricsFY 2025-26FY 2024-25FY 2023-24FY 2022-23
Profitability
EBITDA Margin5.3%
Net Profit Margin3.9%
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 Helios Trustee Private Limited, buy the company report.

Board of directors of Helios Trustee Private Limited

Helios Trustee has 4 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.

Current Directors
NameDesignationAppointment DateTenureStatus
Kodumudi Pranatharthiharan KrishnanDirector06 Jan 20233 Years 9 MonthsCurrent
Nawal Kishore GuptaDirector06 Jan 20233 Years 9 MonthsCurrent
Sanjeev AgaDirector08 May 20233 Years 5 MonthsCurrent
Jayanta Nath MukhopadhyayaDirector05 Jun 20233 Years 4 MonthsCurrent

Peer comparison

Helios Trustee Private Limited is compared with the 10 companies closest to it by revenue in the same principal business activity (activities by trusts, funds and other financial holding companies), from the latest filed financials of each company.

CompanyRevenueNet profitMarginGrowth (1 yr)EmployeesLocation
Sankalp Sathee Micro Care Foundation₹68.96 Lakh (FY 2024)52.0%Kashipur, Uttarakhand, India
All India Foundation of Deaf Women₹68.2 Lakh (FY 2023)238.0%New Delhi, Delhi, India
Sri Madheswara Benefit Fund Nidhi Limited₹67.61 Lakh (FY 2025)-1.0%Namakkal Tk &, Tamil Nadu, India
Ratio Distributors Private Limited₹66.69 Lakh (FY 2025)8.0%Kolkata, West Bengal, India
Titagarh Capital Private Limited₹66.66 Lakh (FY 2019)-69.0%Kolkata, West Bengal, India
Helios Trustee Private Limitedthis company₹66.23 Lakh (FY 2026)₹2.57 Lakh3.9%1.0%Mumbai, Maharashtra, India
R.B. Jaju Securities India Private Limited₹64.4 Lakh (FY 2024)50.0%Hyderabad, Telangana, India
Jayendra Patel Foundation₹63.19 Lakh (FY 2021)821.0%Anand, Gujarat, India
Amareswara Chit Fund Private Limited₹62.19 Lakh (FY 2021)11.0%Guntur, Andhra Pradesh, India
Provenio Capital Advisors Private Limited₹61.66 Lakh (FY 2022)-79.0%Bangalore, Karnataka, India
Mind Assessors Private Limited₹60.81 Lakh (FY 2025)104.0%Kota, Rajasthan, India

To see the full peer comparison of Helios Trustee Private Limited, buy the company report.

Auditor

Helios Trustee Private Limited is audited by SHAH JAIN & CO LLP for the financial year 2023.

Auditor firmFinancial yearFirm registration number
SHAH JAIN & CO LLPFY 2023W100634

Shareholding

The shareholding of Helios Trustee Private Limited is on record for FY 2023, split between promoters, domestic institutions, foreign institutions, public shareholders and others.

Shareholder categoryFY 2023
Promoters
Domestic institutional investors (DII)
Foreign institutional investors (FII)
Public
Others

To see the full shareholding pattern of Helios Trustee Private Limited, buy the company report.

MSME payment delays

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

Employees & EPFO

Helios Trustee Private Limited has 1 active EPFO establishment as of Mar 22, 2024.

Active EPFO establishments
1

GST

Helios Trustee has 1 GST registration: 1 active.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
27AAGCH6442L1Z8MaharashtraActive29 May 2023

To see the full GST registrations and return filing status of Helios Trustee Private Limited, buy the company report.

Recent activity

Helios Trustee Private Limited has 4 board changes on record since 2023: 4 appointments. The latest: Jayanta Nath Mukhopadhyaya was appointed as Director on 05 Jun 2023.

AGM
Helios Trustee Private Limited last Annual general meeting of members was held on 25 Jun 2025 as per latest MCA records.
Filing
Helios Trustee Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai I.
Appointed
Jayanta Nath Mukhopadhyaya was appointed as Director.
Appointed
Sanjeev Aga was appointed as Director.
Appointed
Kodumudi Pranatharthiharan Krishnan was appointed as Director.
Appointed
Nawal Kishore Gupta was appointed as Director.
Incorporation
06 Jan 2023
Helios Trustee Private Limited was registered on 06 Jan 2023 with Roc Mumbai I & aged 3 years 9 months as per MCA records.

Frequently asked questions

Helios Trustee is an active foreign private limited company based in Mumbai, Maharashtra, India. The company works in fund, within the financial services industry. It was incorporated on 06 January 2023 (3+ years old) and is registered under CIN U67100MH2023FTC396998.

Helios Trustee has 4 current directors:

The latest financial statements of Helios Trustee on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 25 June 2025. Year-wise statements from FY 2023 are in the company report.

The GSTIN of Helios Trustee is 27AAGCH6442L1Z8, registered in Maharashtra.

The CIN (Corporate Identification Number) of Helios Trustee is U67100MH2023FTC396998. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Helios Trustee was incorporated on 06 January 2023, making it 3+ years old. It is registered with the Registrar of Companies, Mumbai.

The peers of Helios Trustee by revenue are Sankalp Sathee Micro Care Foundation, All India Foundation of Deaf Women, Sri Madheswara Benefit Fund Nidhi Limited, Ratio Distributors Private Limited, Titagarh Capital Private Limited and 5 more, all in the same principal business activity (activities by trusts, funds and other financial holding companies).

Jayanta Nath Mukhopadhyaya was appointed as Director on 05 Jun 2023. Sanjeev Aga was appointed as Director on 08 May 2023. Kodumudi Pranatharthiharan Krishnan was appointed as Director on 06 Jan 2023. Helios Trustee has 4 board changes on record in total.

Helios Trustee can be reached through the website heliosmf.in. Its registered office is in Mumbai, Maharashtra, India.

The registered office of Helios Trustee is at 502 B Wing The Capital Plot C70, Bandra Kurla Behind Icici Bank Bandra E, Mumbai, Maharashtra, India – 400051.

Helios Trustee operates in the financial services industry, in the fund segment.