Insight Wealth Advisory Private Limited - Company Profile

It is a financial services private limited company based in Mumbai, Maharashtra, India, established in 2008.
2008 Mumbai, Maharashtra, India Active
Last Updated:
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About Insight Wealth Advisory Private Limited

Insight Wealth Advisory Private Limited, a active private limited company, was established on 06 June 2008 in Mumbai, Maharashtra, India. Engaging in financial brokerage within the financial and insurance service sector, it holds CIN: U93000MH2008PTC183269. Registered under ROC Roc Mumbai I. it is unlisted. It has an authorized capital of ₹0.10 M and a paid-up capital of ₹0.10 M.

It upholds a compliant status. Its leadership includes Sarthak Jain (Additional Director), Sanjay Jain (Director). Past directors included Dharmesh Harilal Mehta, Rajesh Mohanlal Jain, Sudhir Mohanlal Jain. Its latest AGM occurred on 30 September 2025, with the balance sheet filed on 31 March 2025. It is based at 96/13, Parsi Chawl, Opp. Western Railway Workshop N.M. Joshi Marg, Lower Parel, Mumbai, Maharashtra, 400013.

Company Details
  • Email
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  • Telephone

    +91-XXXXXXXXXX

  • Website
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  • Social Media
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  • Apps
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Company Details

  • CIN/LLPIN

    U93000MH2008PTC183269

  • Registration Number

    183269

  • Incorporation Date

    06 June 2008

  • Authorized Capital

    ₹0.10 M

  • Paid-Up Capital

    ₹0.10 M

  • ROC Code

    Roc Mumbai I

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 0.10 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 17 Year, 8 Months
  • Last Filing with ROC 31 Mar 2025
Company report

Insight Wealth Advisory Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Insight Wealth Advisory Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

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Who are the key members and board of directors at Insight Wealth Advisory Private Limited?
Current Directors
Name Designation Appointment Date Status
Sarthak Jain Additional Director 06 Dec 2024 Current
Sanjay Jain Director 28 Sep 2015 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Director 01 Jun 2015 Past
Pramod Abcsdd Director 04 Apr 2016 Past
Pramod Abcsdd Director 11 Dec 2024 Past
Pramod Abcsdd Director 15 May 2019 Past

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Financial Performance of Insight Wealth Advisory.

Insight Wealth Advisory Private Limited, for the financial year ended 2017, experienced no change in revenue, with a 0% increase. The company also saw a no change in profitability, with a 0% increase in profit. The company's net worth witnessed no change by increase of 0%.

Insight Wealth Advisory revenue growth over time
Insight Wealth Advisory profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
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What is the Ownership and Shareholding Structure of Insight Wealth Advisory?

In 2017, Insight Wealth Advisory had a promoter holding of 100.00%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Pattern (FY 2024)
shareholding
  • Promoters: 92.83%
  • Public: 4.10%
  • Others: 3.07%
Shareholding Pattern over the Year
FY (2024) FY (2023) FY (2022) FY (2021) FY (2020)
Promoters 92.83 94.62 94.55 94.55 94.55
Public 4.10 3.89 3.95 3.96 3.98
Others 3.07 1.49 1.50 1.49 1.47

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How Many Employees Work at Insight Wealth Advisory?

Unlock and access historical data on people associated with Insight Wealth Advisory, such as employment history, contributions to the Employees' Provident Fund Organization (EPFO), and related information.

Employee Date Number of Employees
2020 78,000
2021 80,500
2022 83,200
2023 86,000
2024 89,500
2025 92,000
Deals i
Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Insight Wealth Advisory, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Insight Wealth Advisory's trajectory.

Rating
Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts
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Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

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Latest Updates, News, and FAQs on Insight Wealth Advisory
Recent Activity within the Organization
  • Annual General Meeting

    Insight Wealth Advisory Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records. was recorded as a recent event.

  • Balance Sheet

    Insight Wealth Advisory Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai I. was recorded as a recent event.

  • Director Appointment

    Progress on Sarthak Jain was appointed as a Additional Director was appointed as a Additional Director on 06 Dec 2024 & has been associated with this company since 1 year 2 months . was documented.

  • Director Appointment

    The activity Sanjay Jain was appointed as a Director was appointed as a Director on 28 Sep 2015 & has been associated with this company since 10 years 5 months . was completed.

  • Company Incorporation

    Insight Wealth Advisory Private Limited was registered on 06 Jun 2008 with Roc Mumbai I & aged 17 years 8 months as per MCA records. was recorded as a recent event.

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Frequently Asked Questions
What is the CIN of Insight Wealth Advisory Private Limited?

The CIN of Insight Wealth Advisory Private Limited is U93000MH2008PTC183269.

Where is Insight Wealth Advisory Private Limited headquartered?

Insight Wealth Advisory Private Limited is headquartered at 96/13, Parsi Chawl, Opp. Western Railway Workshop N.M. Joshi Marg, Lower Parel, Mumbai, Maharashtra, 400013.

When was Insight Wealth Advisory Private Limited incorporated?

Insight Wealth Advisory Private Limited was incorporated on 06 June 2008.

Who are the current directors of Insight Wealth Advisory Private Limited?

The current directors of Insight Wealth Advisory Private Limited are

What is the primary industry of Insight Wealth Advisory Private Limited?

The primary industry of Insight Wealth Advisory Private Limited is Financial And Insurance Service.

Is Insight Wealth Advisory Private Limited a listed company?

Insight Wealth Advisory Private Limited is unlisted.

What is the capital structure of Insight Wealth Advisory Private Limited?

The authorized capital of Insight Wealth Advisory Private Limited is ₹0.10 M, and the paid-up capital is ₹0.10 M.

What is the compliance status of Insight Wealth Advisory Private Limited?

The compliance status of Insight Wealth Advisory Private Limited is Compliant.

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