Insight Wealth Advisory Private Limited
About Insight Wealth Advisory Private Limited
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Insight Wealth Advisory Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the financial brokerage segment of the financial services sector. It was incorporated on 06 June 2008 and has been in existence for over 18 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U93000MH2008PTC183269.
The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors Sanjay Jain and Sarthak Jain.
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 96/13 Parsi Chawl Opp. Western Railway Workshop N.M. Joshi Marg Lower Parel, Mumbai, Maharashtra, India – 400013.
As per the financials filed for FY 2025, the company reported a revenue of ₹9.72 Lakh, a decline of 7% compared to the previous year. For the same year it recorded a net profit of ₹34,309 (net margin 3.5%) and EBITDA of ₹45,656 (EBITDA margin 4.7%). Revenue has grown at a compounded annual rate (CAGR) of 4% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Insight Wealth Advisory Private Limited's registered office is in Mumbai, Maharashtra. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered Address96/13 Parsi Chawl Opp. Western Railway Workshop N.M. Joshi Marg Lower Parel, Mumbai, Maharashtra, India – 400013
- IndustryFinancial Services, Financial Brokerage, Advisory, Consultancy
To see the full contact details of Insight Wealth Advisory 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 Insight Wealth Advisory is financial and insurance activities. In detail, this covers activities auxiliary to financial service and insurance activities.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance activities | 66 | Activities auxiliary to financial service and insurance activities |
To see the full business activity and turnover split of Insight Wealth Advisory Private Limited, buy the company report.
Financials of Insight Wealth Advisory Private Limited
FY 2025 filings availableInsight Wealth Advisory Private Limited reported revenue of ₹9.72 Lakh (down 7% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue fell 7% in the latest year, but over five years it has grown at a compounded annual rate (CAGR) of 4%. EBITDA fell 19% 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
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| EBITDA | ₹45,656 | ||||
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| Net Profit (PAT) | ₹34,309 | ||||
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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 | 4.7% | ||||
| Net Profit Margin | 3.5% | ||||
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To see the full financial statements and ratios of Insight Wealth Advisory Private Limited, buy the company report.
Board of directors of Insight Wealth Advisory Private Limited
Insight Wealth Advisory has 2 current directors and 4 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Sarthak Jain | Additional Director | 06 Dec 2024 | 1 Years 10 Months | Current |
| Sanjay Jain | Director | 28 Sep 2015 | 11 Years 1 Months | Current |
Peer comparison
Insight Wealth Advisory Private Limited is compared with the 10 companies closest to it by revenue in the same principal business activity (activities auxiliary to financial service and insurance activities), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| BND Wealth Management Private Limited | ₹9.75 Lakh (FY 2024) | Guwahati, Assam, India | ||||
| Samridhi Vinimay Private Limited | ₹9.75 Lakh (FY 2025) | 6.0% | Kolkata, West Bengal, India | |||
| Phoneme Quant Private Limited | ₹9.74 Lakh (FY 2025) | Dadri, Uttar Pradesh, India | ||||
| KFPC Nidhi Limited | ₹9.74 Lakh (FY 2025) | 18.0% | Palakkad, Kerala, India | |||
| Kambli Trading Pvt Ltd | ₹9.74 Lakh (FY 2024) | -21.0% | Kolkata, West Bengal, India | |||
| Insight Wealth Advisory Private Limitedthis company | ₹9.72 Lakh (FY 2025) | ₹34,309 | 3.5% | -7.0% | Mumbai, Maharashtra, India | |
| Protra Exim Pvt Ltd | ₹9.72 Lakh (FY 2024) | 66.0% | Kolkata, West Bengal, India | |||
| Tedco Exports Private Ltd | ₹9.72 Lakh (FY 2025) | -40.0% | New Delhi, Delhi, India | |||
| Dena Capital and Financial Services Private Limited | ₹9.72 Lakh (FY 2025) | 4.0% | Delhi, India | |||
| Shresth Fincap Limited | ₹9.71 Lakh (FY 2025) | -36.0% | Delhi, India | |||
| Akd Associates (OPC) Private Limited | ₹9.7 Lakh (FY 2025) | 8.0% | Ghaziabad, Uttar Pradesh, India |
To see the full peer comparison of Insight Wealth Advisory Private Limited, buy the company report.
Auditor
Insight Wealth Advisory Private Limited is audited by ANKITA JAIN for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| ANKITA JAIN | FY 2017 | 421871 |
Shareholding
The shareholding of Insight Wealth Advisory Private Limited is on record for 2 financial years, the latest being FY 2017, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2017 | FY 2016 |
|---|---|---|
| Promoters | ||
| Domestic institutional investors (DII) | ||
| Foreign institutional investors (FII) | ||
| Public | ||
| Others |
To see the full shareholding pattern of Insight Wealth Advisory Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Insight Wealth Advisory 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 Insight Wealth Advisory 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 Insight Wealth Advisory Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Insight Wealth Advisory Private Limited has 6 board changes on record since 2015: 2 appointments and 4 cessations. The latest: Sudhir Mohanlal Jain ceased to be Director on 11 Dec 2024.
Frequently asked questions
Insight Wealth Advisory is an active private limited company based in Mumbai, Maharashtra, India. The company works in financial brokerage, within the financial services industry. It was incorporated on 06 June 2008 (18+ years old) and is registered under CIN U93000MH2008PTC183269.
Insight Wealth Advisory has 2 current directors:
- Sarthak Jain - Additional Director
- Sanjay Jain - Director
The latest financial statements of Insight Wealth Advisory 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 CIN (Corporate Identification Number) of Insight Wealth Advisory is U93000MH2008PTC183269. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Insight Wealth Advisory was incorporated on 06 June 2008, making it 18+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Insight Wealth Advisory by revenue are BND Wealth Management Private Limited, Samridhi Vinimay Private Limited, Phoneme Quant Private Limited, KFPC Nidhi Limited, Kambli Trading Pvt Ltd and 5 more, all in the same principal business activity (activities auxiliary to financial service and insurance activities).
Sudhir Mohanlal Jain ceased to be Director on 11 Dec 2024. Sarthak Jain was appointed as Additional Director on 06 Dec 2024. Jhalak Sudhir Jain ceased to be Director on 15 May 2019. Insight Wealth Advisory has 6 board changes on record in total.
The registered office of Insight Wealth Advisory is at 9613 Parsi Chawl Opp. Western Railway Workshop N.M. Joshi Marg Lower Parel, Mumbai, Maharashtra, India – 400013.
Insight Wealth Advisory operates in the financial services industry, in the financial brokerage segment.
The compliance status of Insight Wealth Advisory is compliant as of 24 July 2026. The company is actively filing with the Registrar of Companies.
Insight Wealth Advisory can be reached at its registered office: 9613 Parsi Chawl Opp. Western Railway Workshop N.M. Joshi Marg Lower Parel, Mumbai, Maharashtra, India – 400013.