MSME (Udyam registered) Ministry of MSME
- Category
- Micro (2024-25)
- Udyam number
- UDYAM-KR-03-0224091
Idat Advisors Private Limited
Idat Advisors Private Limited - business services in Bangalore, Karnataka, India. Directors, charges & compliance details.
Revenue · FY 2024
₹93.99 Lakh
▼ 10% YoY
Net profit · FY 2024
₹11.59 Lakh
Net margin 12.3%
EBITDA · FY 2024
₹19.85 Lakh
EBITDA margin 21.1%
Authorised capital
₹5 Lakh
Registered with MCA
Paid-up capital
₹3.22 Lakh
Issued & subscribed
Open charges
₹14.33 Lakh
Secured borrowings
Company age
6 yrs
Est. 2020
Directors on board
2
As per MCA filings
About Idat Advisors Private Limited
Data last updated:
Idat Advisors Private Limited is a private limited company based in Bangalore, Karnataka, India. It operates in the service-based operations segment of the business services sector. It was incorporated on 24 August 2020 and has been in existence for over 6 years.
The company is registered with the Registrar of Companies (ROC), Bangalore, under CIN U74999KA2020PTC137643.
The company has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹3.22 Lakh. It is led by directors Ashwin M Joshi (Managing Director) and Santhosh Naika.
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 D – 06 6th Floor Jain Heights Solus – 1 Jc Road, Bangalore, Karnataka, India – 560027.
As per the financials filed for FY 2024, the company reported a revenue of ₹93.99 Lakh, a decline of 10% compared to the previous year. For the same year it recorded a net profit of ₹11.59 Lakh (net margin 12.3%) and EBITDA of ₹19.85 Lakh (EBITDA margin 21.1%).
As per MCA filings, the company has open charges of ₹14.33 Lakh on record.
Idat Advisors Private Limited is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-KR-03-0224091).
Company details
CIN U74999KA2020PTC137643
Registration Number 137643
Incorporation Date 24 August 2020
ROC Bangalore
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
MSME Classification Micro
Udyam Registration UDYAM-KR-03-0224091
Recognitions & Rankings of Idat Advisors
Contact details
Idat Advisors Private Limited's registered office is in Bangalore, Karnataka.
- Registered AddressD – 06 6th Floor Jain Heights Solus – 1 Jc Road, Bangalore, Karnataka, India – 560027
- IndustryBusiness Services, Other Services, Miscellaneous Business Activities
Comprehensive company report
Idat Advisors 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
₹799 ₹999 20% off excluding 18% GST
Secure checkout · GST invoice included
Business activity
The main business activity of Idat Advisors is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of Idat Advisors Private Limited, buy the company report.
Financials of Idat Advisors Private Limited
FY 2025 filings availableIdat Advisors Private Limited reported revenue of ₹93.99 Lakh (down 10% YoY) for FY 2024.
Revenue · FY 2024
₹93.99 Lakh ▼ 10%
Net profit · FY 2024
₹11.59 Lakh margin 12.3%
EBITDA · FY 2024
₹19.85 Lakh margin 21.1%
Compounded Annual Growth Rate (CAGR)
Revenue CAGR growth
1 year
▼ 10%
EBITDA CAGR growth
1 year
▼ 10%
Revenue fell 10% in the latest year. EBITDA fell 10% in the latest year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | 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 | ||||
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| Depreciation and Amortisation | ||||
| Other Expenses | ||||
| Total Expenses | ||||
| EBITDA | ₹19.85 Lakh | |||
| Profit Before Tax | ||||
| Tax Expense | ||||
| Net Profit (PAT) | ₹11.59 Lakh | |||
| Balance Sheet | ||||
| Share Capital | ||||
| Reserves and Surplus | ||||
| Net Worth (Total Equity) | ||||
| Long-term Borrowings | ||||
| Short-term Borrowings | ||||
| Trade Payables | ||||
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| Fixed Assets | ||||
| Investments | ||||
| Inventories | ||||
| Trade Receivables | ||||
| Cash and Bank Balance | ||||
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Financial Ratios
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|
| Profitability | ||||
| EBITDA Margin | 21.1% | |||
| Net Profit Margin | 12.3% | |||
| Return on Equity (ROE) | ||||
| Return on Capital Employed (ROCE) | ||||
| Return on Assets (ROA) | ||||
| Liquidity and Debt | ||||
| Current Ratio | ||||
| Quick Ratio | ||||
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| Efficiency and Growth | ||||
| Asset Turnover | ||||
| Receivable Days | ||||
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| Inventory Days | ||||
| Revenue Growth | ||||
| Net Profit Growth | ||||
To see the full financial statements and ratios of Idat Advisors Private Limited, buy the company report.
Board of directors of Idat Advisors Private Limited
Idat Advisors has 2 directors on record. No former directors are listed.
Current Directors
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Santhosh Naika | Director | 24 Aug 2020 | 6 Years 2 Months | Current |
| Ashwin M Joshi | Managing Director | 24 Aug 2020 | 6 Years 2 Months | Current |
Peer comparison
Idat Advisors Private Limited is compared with the 10 companies closest to it by revenue in the same principal business activity (financial advisory, brokerage and consultancy services), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Ann Properties Private Limited | ₹94.47 Lakh (FY 2024) | 79.0% | Gurgaon, Haryana, India | |||
| Cloudtax Assurance Private Limited | ₹94.34 Lakh (FY 2025) | 17.0% | Bangalore, Karnataka, India | |||
| Sanwaraseth Trading Private Limited | ₹94.28 Lakh (FY 2024) | -12.0% | Mumbai, Maharashtra, India | |||
| Cupressus Enterprises Private Limited | ₹94.21 Lakh (FY 2025) | 296.0% | Kolata, West Bengal, India | |||
| Sampann Fincap Private Limited | ₹94.16 Lakh (FY 2025) | 949.0% | Jaipur, Rajasthan, India | |||
| Idat Advisors Private Limitedthis company | ₹93.99 Lakh (FY 2024) | ₹11.59 Lakh | 12.3% | -10.0% | Bangalore, Karnataka, India | |
| I M Advisory Private Limited | ₹93.97 Lakh (FY 2018) | 7.0% | Bangalore, Karnataka, India | |||
| Aglow Financial Services Private Limited | ₹93.94 Lakh (FY 2025) | -67.0% | Delhi, India | |||
| Policy Dekho India Insurance Brokers Private Limited | ₹93.91 Lakh (FY 2025) | 31.0% | Jaipur, Rajasthan, India | |||
| Shivalik Distributors Pvt Ltd | ₹93.88 Lakh (FY 2025) | 0.0% | Kolkata, West Bengal, India | |||
| A2z Assurance Private Limited | ₹93.82 Lakh (FY 2024) | -89.0% | Hisar, Haryana, India |
To see the full peer comparison of Idat Advisors Private Limited, buy the company report.
Charges & borrowings
Open charges
₹14.33 Lakh
Satisfied charges
None
Breakdown by lending institutions
Latest charge details
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 09 Jan 2023 | 100711992 | Hdfc Bank Limited | ₹14.33 Lakh | Open |
Total charge records: 1 View all charges
Legal cases
No court or tribunal cases involving Idat Advisors Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Idat Advisors Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
No GST registration is on our record for Idat Advisors Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Idat Advisors Private Limited has 2 board changes on record since 2020: 2 appointments. The latest: Ashwin M Joshi was appointed as Managing Director on 24 Aug 2020.
AGM
Idat Advisors Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
Idat Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Bangalore.
Charges
A charge with Hdfc Bank Limited amounted to Rs. 14.33 Lakh with Charge ID 100711992 was registered on 09 Jan 2023.
Appointed
Ashwin M Joshi was appointed as Managing Director.
Appointed
Santhosh Naika was appointed as Director.
Incorporation
24 Aug 2020
Idat Advisors Private Limited was registered on 24 Aug 2020 with Roc Bangalore & aged 6 years 2 months as per MCA records.
Frequently asked questions
Idat Advisors is an active private limited company based in Bangalore, Karnataka, India. The company works in other services, within the business services industry. It was incorporated on 24 August 2020 (6+ years old) and is registered under CIN U74999KA2020PTC137643.
Idat Advisors has 2 current directors:
- Ashwin M Joshi - Managing Director
- Santhosh Naika - Director
The latest financial statements of Idat Advisors on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from FY 2021 are in the company report.
The CIN (Corporate Identification Number) of Idat Advisors is U74999KA2020PTC137643. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Idat Advisors was incorporated on 24 August 2020, making it 6+ years old. It is registered with the Registrar of Companies, Bangalore.
The peers of Idat Advisors by revenue are Ann Properties Private Limited, Cloudtax Assurance Private Limited, Sanwaraseth Trading Private Limited, Cupressus Enterprises Private Limited, Sampann Fincap Private Limited and 5 more, all in the same principal business activity (financial advisory, brokerage and consultancy services).
Ashwin M Joshi was appointed as Managing Director on 24 Aug 2020. Santhosh Naika was appointed as Director on 24 Aug 2020.
Yes, Idat Advisors is registered as a micro enterprise under Udyam registration (number: UDYAM-KR-03-0224091).
The registered office of Idat Advisors is at D – 06 6th Floor Jain Heights Solus – 1 Jc Road, Bangalore, Karnataka, India – 560027.
Idat Advisors operates in the business services industry, in the other services segment.
Idat Advisors has open charges of ₹14.33 Lakh and no satisfied charges on record as per latest MCA filings.