Idea Wealth Advisors Private Limited
About Idea Wealth Advisors Private Limited
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Idea Wealth Advisors Private Limited is a private limited company based in Kolkata, West Bengal, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 10 November 2008 and has been in existence for over 18 years.
The company is registered with the Registrar of Companies (ROC), Kolkata, under CIN U67100WB2008PTC130363. Its GSTIN is 19AABCI9847H1Z3 (West Bengal).
The company has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹2.6 Lakh. It is led by directors Devendra Newar and Alpana Khatri.
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 8 Ganesh Chandra Avenue 3rd Floor Room No. – 16, Kolkata, West Bengal, India – 700013.
As per the financials filed for FY 2025, the company reported a revenue of ₹40.61 Lakh, a decline of 26% compared to the previous year. For the same year it recorded a net profit of ₹3 Lakh (net margin 7.4%) and EBITDA of ₹4.46 Lakh (EBITDA margin 11%). Revenue has declined at a compounded annual rate (CAGR) of 11% over three years and 10% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Idea Wealth Advisors Private Limited's registered office is in Kolkata, West Bengal. Its e-mail address is in the company report.
- Email
- Registered Address8 Ganesh Chandra Avenue 3rd Floor Room No. – 16, Kolkata, West Bengal, India – 700013
- IndustryFinancial Services, Diversified Financial Services
To see the full contact details of Idea Wealth Advisors Private Limited, buy the company report.
- 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
Business activity
The main business activity of Idea Wealth 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 Idea Wealth Advisors Private Limited, buy the company report.
Financials of Idea Wealth Advisors Private Limited
FY 2025 filings availableIdea Wealth Advisors Private Limited reported revenue of ₹40.61 Lakh (down 26% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has declined at a compounded annual rate (CAGR) of 10% over five years, including a 26% fall in the latest year. EBITDA fell 22% 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
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| EBITDA | ₹4.46 Lakh | ||||
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| Net Profit (PAT) | ₹3 Lakh | ||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| EBITDA Margin | 11% | ||||
| Net Profit Margin | 7.4% | ||||
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To see the full financial statements and ratios of Idea Wealth Advisors Private Limited, buy the company report.
Board of directors of Idea Wealth Advisors Private Limited
Idea Wealth Advisors has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Devendra Newar Also directs: Nidhi Viniyog Pvt Ltd | Director | 10 Nov 2008 | 17 Years 11 Months | Current |
| Alpana Khatri Also directs: Nidhi Viniyog Pvt Ltd | Director | 10 Nov 2008 | 17 Years 11 Months | Current |
Auditor
Idea Wealth Advisors Private Limited is audited by D DOKANIA & CO for the financial year 2021.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| D DOKANIA & CO | FY 2021 | 326378E |
Shareholding
The shareholding of Idea Wealth Advisors Private Limited is on record for 4 financial years, the latest being FY 2021, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2021 | FY 2020 | FY 2017 | FY 2016 |
|---|---|---|---|---|
| Promoters | ||||
| Domestic institutional investors (DII) | ||||
| Foreign institutional investors (FII) | ||||
| Public | ||||
| Others |
To see the full shareholding pattern of Idea Wealth Advisors Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Idea Wealth 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 Idea Wealth Advisors Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Idea Wealth Advisors has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 19AABCI9847H1Z3 | West Bengal | Active | 01 Jul 2017 |
To see the full GST registrations and return filing status of Idea Wealth Advisors Private Limited, buy the company report.
Recent activity
Idea Wealth Advisors Private Limited has 2 board changes on record since 2008: 2 appointments. The latest: Alpana Khatri was appointed as Director on 10 Nov 2008.
Frequently asked questions
Idea Wealth Advisors is an active private limited company based in Kolkata, West Bengal, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 10 November 2008 (18+ years old) and is registered under CIN U67100WB2008PTC130363.
Idea Wealth Advisors has 2 current directors:
- Devendra Newar - Director
- Alpana Khatri - Director
The latest financial statements of Idea Wealth 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 2015 are in the company report.
The GSTIN of Idea Wealth Advisors is 19AABCI9847H1Z3, registered in West Bengal.
The CIN (Corporate Identification Number) of Idea Wealth Advisors is U67100WB2008PTC130363. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Idea Wealth Advisors was incorporated on 10 November 2008, making it 18+ years old. It is registered with the Registrar of Companies, Kolkata.
Alpana Khatri was appointed as Director on 10 Nov 2008. Devendra Newar was appointed as Director on 10 Nov 2008.
The registered office of Idea Wealth Advisors is at 8 Ganesh Chandra Avenue 3rd Floor Room No. – 16, Kolkata, West Bengal, India – 700013.
Idea Wealth Advisors operates in the financial services industry, in the diversified financial services segment.
The compliance status of Idea Wealth Advisors is compliant as of 28 August 2026. The company is actively filing with the Registrar of Companies.